Nonprofit · EIN 42-1402559
LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST
Tax-exempt · PERRY, IA 50220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $14,367,863 | $13,400,300 | $967,563 | $11,011,684 | $9,228,621 | $1,783,063 |
| August 31, 2024 | 990 | $14,152,562 | $13,433,481 | $719,081 | $11,356,321 | $10,565,420 | $790,901 |
| August 31, 2023 | 990 | $14,613,259 | $12,480,572 | $2,132,687 | $11,218,362 | $11,147,212 | $71,150 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $160,791
- Program service revenue
- $14,104,906
- Investment income
- $102,166
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $273,519
- Other salaries and wages
- $7,126,972
- Salaries, compensation and benefits (total)
- $8,597,080
- Professional fundraising fees
- $0
- Legal fees
- $17,280
- Accounting fees
- $65,926
- Occupancy
- $814,994
- Travel
- $30,186
- Depreciation
- $441,193
- Program services (functional)
- $11,338,790
- Management and general (functional)
- $2,061,510
Balance sheet and other
- Total assets, start of year
- $11,356,321
- Total assets, end of year
- $11,011,684
- Total liabilities, end of year
- $9,228,621
- Net assets, end of year
- $1,783,063
- Land, buildings and equipment
- $6,102,599
- Publicly traded securities
- $5,081
- Net assets without donor restrictions
- $1,783,063
- Gross receipts
- $14,367,863
- Employees
- 423
- Volunteers
- 30
- Year formed
- 1999
- State of legal domicile
- IA
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA GANNON | CHIEF OPERATING OFFICER Officer | 40 | $149,165 | $30,257 |
| MOLLIE CLARK | DIRECTOR OF MARKETING Highest-paid employee | 40 | $133,410 | $10,343 |
| REV MAX PHILLIPS | CHIEF EXECUTIVE OFFICER Officer | 40 | $83,783 | $10,314 |
| ANN CARRICK | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DENNIS MARTENS | VICE CHAIR BEG 10/24 Trustee or director, Officer | 1 | $0 | $0 |
| MARK GERKEN | BOARD CHAIR BEG 10/24 Trustee or director, Officer | 1 | $0 | $0 |
| ALAN METZ | BOARD CHAIR END & BOARD MEMBER BEG 10/24 Trustee or director | 1 | $0 | $0 |
| ANITA MCVEY | BOARD MEMBER BEG 10/24 Trustee or director | 1 | $0 | $0 |
| COLE ADAIR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEB KOELLN | BOARD MEMBER BEG 10/24 Trustee or director | 1 | $0 | $0 |
| MIKE GROTHE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDALL MCCAULLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MOLLIE CLARK | DIRECTOR OF MARKETING Highest-paid employee | 40 | $133,698 | $9,541 |
| MELISSA GANNON | CHIEF OPERATING OFFICER Officer | 40 | $130,328 | $8,298 |
| ELIZABETH PARNELL | REGISTERED NURSE Highest-paid employee | 40 | $103,592 | $28,539 |
| REV MAX PHILLIPS | CHIEF EXECUTIVE OFFICER Officer | 40 | $55,071 | $9,499 |
| ALAN METZ | BOARD CHAIR BEG 02/24 Trustee or director, Officer | 1 | $0 | $0 |
| DENNIS MARTENS | VICE CHAIR BEG 02/24 Trustee or director, Officer | 1 | $0 | $0 |
| ANN CARRICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COLE ADAIR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK GERKEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE GROTHE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDALL MCCAULLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Parnell | REGISTERED NURSE Highest-paid employee | 40 | $137,522 |
| Mollie Clark | Director of Marketing Highest-paid employee | 40 | $130,658 |
| Melissa Gannon | Chief Operating Officer Highest-paid employee | 40 | $124,566 |
| Rev Max Phillips | Chief Executive Officer Officer | 40 | $58,275 |
| Alan Metz | Vice Chair Trustee or director, Officer | 1 | $0 |
| Dennis Martens | Board Chair Trustee or director, Officer | 1 | $0 |
| Ann Carrick | Board Member Trustee or director | 1 | $0 |
| Cole Adair | Board Member Trustee or director | 1 | $0 |
| Mark Gerken | Board Member Trustee or director | 1 | $0 |
| Mike Grothe | Board Member Trustee or director | 1 | $0 |
| Randall McCaulley | Board Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2323 WILLIS AVE, PERRY, IA 50220-2148
- In care of
- % MELISSA GANNON
- Principal officer (990 for 2024)
- MAX PHILLIPS, 2323 Willis Avenue, Perry, IA 50220
- Signed the 990
- MAX PHILLIPS, CEO
- Phone
- (515) 465-5342
- Website
- WWW.PERRYLUTHERANHOMES.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
PROVIDING QUALITY CARE OF THE ELDERLY OR INFIRM, ESPECIALLY CUTTING EDGE CARE FOR THOSE SUFFERING FROM ALZHEIMER'S DISEASE AND OTHER DEMENTIAS AND THEIR FAMILIES AND CAREGIVERS.
Program accomplishments
- THE KING'S GARDEN CAMPUS PROVIDES LONG TERM SKILLED NURSING SERVICES. THE CAMPUS OPERATES 79 MEDICARE AND MEDICAID CERTIFIED NURSING FACILITY BEDS. THE OBJECTIVE OF THE PROGRAM IS TO PROVIDE A SAFE, SUPPORTIVE, AND COMPASSIONATE CARE ENVIRONMENT FOR RESIDENTS NEEDING SKILLED NURSING SERVICES, WHILE SUPPORTING THEIR PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL WELL BEING. IN ADDITION, A LOCAL CHURCH OPERATES AN ON SITE DAYCARE WITHIN THE FACILITY THAT PROVIDES CHILDCARE SERVICES TO EMPLOYEES, CHURCH MEMBERS, AND THE SURROUNDING COMMUNITY.Expenses $5,711,244 · revenue $6,606,566
- EDEN ACRES CAMPUS PROVIDES A CONTINUUM OF HOUSING AND CARE SERVICES TO OLDER ADULTS, INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, AND SKILLED NURSING CARE. THE CAMPUS OPERATES 57 MEDICARE AND MEDICAID CERTIFIED BEDS, AND 20 INDEPENDENT LIVING UNITS. THE PROGRAM'S OBJECTIVE IS TO PROVIDE SAFE, MAINTENANCE FREE HOUSING, AND SUPPORTIVE SERVICES THAT PROMOTE INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE.Expenses $4,521,999 · revenue $5,845,644
- THE SPRING VALLEY CAMPUS PROVIDES ASSISTED LIVING SERVICES TO OLDER ADULTS WHO REQUIRE SUPPORT WITH DAILY ACTIVITIES WHILE MAINTAINING A LEVEL OF INDEPENDENCE. THE CAMPUS OPERATES 32 ASSISTED LIVING APARTMENTS. THE OBJECTIVE OF THE PROGRAM IS TO OFFER A SECURE, SUPPORTIVE LIVING ENVIRONMENT FOR SENIORS NEEDING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, WHILE ENABLING RESIDENTS TO AGE IN PLACE WITH DIGNITY AND TO MAINTAIN THEIR PHYSICAL, SOCIAL, AND EMOTIONAL WELL BEING WITHIN A COMMUNITY CENTERED SETTING.Expenses $1,105,547 · revenue $1,652,696
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 42-1402559
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Assets (IRS master file)
- $11,011,684
- Income (IRS master file)
- $14,367,863
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $14,367,863 | $13,400,300 | $11,011,684 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $14,152,562 | $13,433,481 | $11,356,321 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $14,613,259 | $12,480,572 | $11,218,362 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $10,760,760 | $12,163,971 | $7,477,974 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 42-1402559).
Questions about LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST
- What is the EIN of LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST?
- The employer identification number (EIN) of LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST is 42-1402559.
- Is LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST 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 LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST?
- The 990 for the year ended August 31, 2025 names MAX PHILLIPS.
- Who are the officers and directors of LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST?
- The 990 for the year ended August 31, 2025 lists 12 people; 3 received compensation from the organization, the highest $149,165 (MELISSA GANNON, CHIEF OPERATING OFFICER).
- How much revenue does LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $14,367,863, expenses of $13,400,300 and total assets of $11,011,684 at year end.
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