Nonprofit · EIN 39-0981434
UNITED LUTHERAN PROGRAM FOR THE AGING INC
Tax-exempt · WAUWATOSA, WI 53225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $33,388,920 | $33,139,745 | $249,175 | $52,364,342 | $29,707,828 | $22,656,514 |
| December 31, 2023 | 990 | $29,651,801 | $30,071,281 | -$419,480 | $45,082,707 | $22,666,832 | $22,415,875 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,647,517
- of which government grants
- $407,966
- Program service revenue
- $29,105,711
- Investment income
- $1,380,046
- Net gain from sales of assets
- $708,744
- Other revenue
- $255,646
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,052,811
- Other salaries and wages
- $13,470,366
- Salaries, compensation and benefits (total)
- $16,750,465
- Professional fundraising fees
- $0
- Legal fees
- $36,673
- Occupancy
- $1,593,754
- Travel
- $42,574
- Depreciation
- $2,887,762
- Program services (functional)
- $28,676,362
- Management and general (functional)
- $4,428,579
- Fundraising (functional)
- $34,804
Balance sheet and other
- Total assets, start of year
- $45,082,707
- Total assets, end of year
- $52,364,342
- Total liabilities, end of year
- $29,707,828
- Net assets, end of year
- $22,656,514
- Land, buildings and equipment
- $25,821,061
- Publicly traded securities
- $19,483,006
- Net assets without donor restrictions
- $22,652,893
- Net assets with donor restrictions
- $3,621
- Gross receipts
- $44,955,159
- Employees
- 545
- Volunteers
- 73
- Year formed
- 1957
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE CHEDID | PRESIDENT & CEO Trustee or director, Officer | 45 | $336,450 | $105,708 |
| KAREN GIBBS | CHIEF CLINICAL OFFICER Key employee | 50 | $191,627 | $20,329 |
| PATRICK HANSEN | CHIEF EXPERIENCE OFFICER Key employee | 50 | $195,723 | $6,125 |
| ARTHUR KEUP | CFO Officer | 45 | $178,787 | $18,062 |
| HERMINIA DEGUZMAN | REGISTERED NURSE Highest-paid employee | 48.5 | $143,477 | $19,096 |
| SABRINA BROOKS | REGISTERED NURSE SUPERVISOR Highest-paid employee | 45.8 | $138,349 | $16,027 |
| ROSEMARY UZZI | LICENSED PRACTICAL NURSE Highest-paid employee | 53.5 | $127,891 | $18,103 |
| STEVEN WATSON | EXECUTIVE DIRECTOR OF THE LUTHER MANOR FOUNDATION Highest-paid employee | 12.5 | $140,000 | $1,712 |
| SHERMAN MILLER | EXECUTIVE DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 50 | $127,450 | $5,204 |
| KRISTINE IWINSKI | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| ANDREW VEDDER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| KEITH FRALEIGH | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| ELIZABETH STRACHOTA-BENZ | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| TRISHYA BROWN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAVID EDQUIST | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN ESSWEIN | DIRECTOR (THRU JUNE 2024) Trustee or director | 0.5 | $0 |
| KRISTIN MCLEAN | DIRECTOR Trustee or director | 0.5 | $0 |
| RAYMOND ZASTROW | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE CHEDID | PRESIDENT & CEO Trustee or director, Officer | 45 | $274,694 | $92,170 |
| HERMINIA DEGUZMAN | REGISTERED NURSE Highest-paid employee | 62.1 | $198,056 | $18,479 |
| KAREN GIBBS | CHIEF CLINICAL OFFICER Key employee | 50 | $166,673 | $14,129 |
| PATRICK HANSEN | CHIEF EXPERIENCE OFFICER Key employee | 50 | $169,813 | $6,241 |
| ARTHUR KEUP | CFO Officer | 45 | $155,933 | $14,683 |
| ROSEMARY UZZI | LICENSED PRACTICAL NURSE Highest-paid employee | 52.2 | $119,449 | $15,187 |
| SABRINA BROOKS | REGISTERED NURSE SUPERVISOR Highest-paid employee | 48.6 | $117,510 | $15,855 |
| LATOSHA GRIFFIN | LICENSED PRACTICAL NURSE Highest-paid employee | 51.1 | $121,158 | $14 |
| SHERMAN MILLER | EXECUTIVE DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 50 | $112,910 | $4,612 |
| KRISTINE IWINSKI | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| ANDREW VEDDER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| KEITH FRALEIGH | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| ELIZABETH STRACHOTA-BENZ | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| TRISHYA BROWN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAVID EDQUIST | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CAROLYN ESSWEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RAYMOND ZASTROW | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4545 N 92ND ST, WAUWATOSA, WI 53225-4807
- Principal officer (990 for 2024)
- STEPHANIE CHEDID, 4545 N 92ND ST, WAUWATOSA, WI 53225
- Signed the 990
- ARTHUR KEUP, CFO
- Phone
- (414) 464-3880
- Website
- WWW.LUTHERMANOR.ORG
- Return prepared by
- WIPFLI LLP
Mission
SHARE GOD'S LOVE BY ENRICHING THE LIVES OF OLDER ADULTS.
Program accomplishments
- LUTHER MANOR HEALTH CARE CENTER PROVIDES SKILLED NURSING CARE AND SERVICES FOR THE FRAIL ELDERLY. WITHIN THE HEALTH CARE CENTER IS A DEDICATED REHABILITATION CENTER. THE PROGRAM ALSO OFFERS MEDICAL STAFF AND OVERSIGHT THROUGH A CONTRACT WITH FROEDTERT COMMUNITY PHYSICIANS AND A PARTNERSHIP WITH FROEDTERT HEALTH SYSTEM. LUTHER MANOR ALSO PARTNERS WITH LEADING, NATIONAL SERVICES ORGANIZATIONS TO PROVIDE RESIDENTS WITH PERSONALIZED PHYSICAL, SPEECH, RESPIRATORY AND OCCUPATIONAL THERAPIES, AS WELL AS PSYCHIATRIC SERVICES, PODIATRY AND DENTAL CARE - ALL ON SITE. THE FACILITY IS LICENSED FOR PARTICIPATION IN BOTH MEDICARE AND MEDICAID.Expenses $15,055,917 · revenue $15,837,317
- THE LUTHER MANOR TERRACE PROVIDES ENGAGING AND SUPPORTIVE INDEPENDENT LIVING HOUSING AND SERVICES FOR OLDER ADULTS. APARTMENT RESIDENTS OFTEN CHOOSE THE LMT IN ORDER TO BECOME PART OF A CONTINUING CARE RETIREMENT COMMUNITY SETTING. THE LMT SERVICES AND AMENITIES INCLUDE LIFE ENRICHMENT OPPORTUNITIES, TRANSPORTATION SERVICES, DINING PROGRAM, SPIRITUAL WELLNESS, FITNESS, HEALTH, ENTERTAINMENT AND CULTURAL PROGRAMS. THE LMT ALSO PROVIDES PERSONAL CARE SERVICES TO RESIDENTS THROUGH THE SUPPORTIVE LIVING "RESIDENTIAL CARE APARTMENT COMPLEX" RCAC PROGRAM, WHICH HELPS RESIDENTS MAINTAIN INDEPENDENT LIVING.Expenses $6,135,400 · revenue $5,571,175
- THE COURTYARDS AT LUTHER MANOR PROVIDES SUPPORTIVE (ASSISTED) LIVING SERVICES FOR THE FRAIL ELDERLY WHO RESIDE IN LUTHER MANOR'S LICENSED "COMMUNITY BASED RESIDENTIAL FACILITY (CBRF)". THE COURTYARDS PROGRAM ALSO INCLUDES FLEXIBLE DINING, SCHEDULED TRANSPORTATION, SOCIAL, RECREATIONAL AND LIFE ENRICHMENT OPPORTUNITIES, ONSITE BEAUTY SALON SERVICES, LAUNDRY AND CLEANING SERVICES, AND ACCESS TO ONSITE SKILLED NURSING AND REHABILITATION SERVICES IF NEEDED.Expenses $5,136,333 · revenue $4,983,949
- THE GARDENS AT LUTHER MANOR PROVIDES SUPPORTIVE (ASSISTED) LIVING SERVICES FOR THE FRAIL ELDERLY WHO RESIDE IN LUTHER MANOR'S LICENSED "COMMUNITY BASED RESIDENTAL FACILITY (CBRF)". THE GARDENS PROGRAM CONSISTS OF PROGRAMS AND APPROACHES DESIGNED TO MEET UNIQUE NEEDS, AND STRIVE TO ENHANCE THE QUALITY OF LIFE, FOR THOSE WITH VARIOUS FORMS OF DEMENTIA. THE GARDENS IS MEDICAID-CERTIFIED, ACCEPTING MEDICAID-WAIVER PROGRAM FUNDING.Expenses $1,178,875 · revenue $978,301
- IN ADDITION, OUR SERVICES ENCOMPASS A BROAD RANGE OF COMPLIMENTARY THERAPIES. LUTHER MANOR PROVIDES HOSPICE CARE THROUGHOUT OUR PROGRAM AREAS. WHEN GREATER CARE IS REQUIRED, RESIDENTS RECEIVING HOSPICE CARE HAVE ACCESS TO OUR SKILLED NURSING PROGRAM AND ITS 24-HOUR NURSING SUPPORT.Expenses $721,964 · revenue $1,556,926
- LUTHER MANOR AT RIVER OAKS IS A 16-UNIT ASSISTED LIVING CENTER LOCATED IN MEQUON, WI. RIVER OAKS OFFERS SUPPORTIVE, ASSISTED LIVING AND 24-HOUR CARE SERVICES. THIS OPERATION WAS SOLD IN 2024.Expenses $447,873 · revenue $178,043
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0981434
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $52,364,342
- Income (IRS master file)
- $44,955,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $33,388,920 | $33,139,745 | $52,364,342 | XML |
| 990 | December 2023 | $29,651,801 | $30,071,281 | $45,082,707 | XML |
| 990 | December 2022 | $26,200,196 | $28,562,726 | $41,124,824 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0981434).
Questions about UNITED LUTHERAN PROGRAM FOR THE AGING INC
- What is the EIN of UNITED LUTHERAN PROGRAM FOR THE AGING INC?
- The employer identification number (EIN) of UNITED LUTHERAN PROGRAM FOR THE AGING INC is 39-0981434.
- Is UNITED LUTHERAN PROGRAM FOR THE AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to UNITED LUTHERAN PROGRAM FOR THE AGING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED LUTHERAN PROGRAM FOR THE AGING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED LUTHERAN PROGRAM FOR THE AGING INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED LUTHERAN PROGRAM FOR THE AGING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED LUTHERAN PROGRAM FOR THE AGING INC?
- The 990 for the year ended December 31, 2024 names STEPHANIE CHEDID.
- Who are the officers and directors of UNITED LUTHERAN PROGRAM FOR THE AGING INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 9 received compensation from the organization, the highest $336,450 (STEPHANIE CHEDID, PRESIDENT & CEO).
- How much revenue does UNITED LUTHERAN PROGRAM FOR THE AGING INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $33,388,920, expenses of $33,139,745 and total assets of $52,364,342 at year end.
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