2025-04-29T21:12:55-04:00 2023-12-31 823518399 Erin Perdue CPA LLC 322 E Central Blvd Suite 605 Orlando FL 32801 990 2023-01-01 591646654 Orlando Lutheran Towers Inc ORLA 300 E Church St Orlando FL 32801 Angela Stawicki CFO CFO 4075153882 2025-04-29 false true Erin Perdue P02249653 4073837668 2025-04-29 2023 2025-03-06 01:10:19Z Orlando Senior Health Network Alicia Labrecque 35200338 false X www.orlandoseniorhealth.org X 1975 FL To recognize and meet the ever-changing needs of older adults through the operation of a full-service continuing care retirement community. 11 11 593 35 0 0 449484 348268 29500874 30600248 693539 391071 4993208 3860751 35637105 35200338 0 0 17458286 18772220 0 0 15242422 13981154 32700708 32753374 2936397 2446964 75339893 79963344 64758112 65070022 10581781 14893322 To recognize and meet the ever-changing needs of older adults through the operation of a full-service continuing care retirement community. false false 25486409 34460999 Orlando Lutheran Towers, Inc. operates as a continuing care retirement community located in Orlando, FL. OLT provides housing, healthcare, and related services to senior adults. OLT is licensed to operate 249 independent apartments, service 109 assisted living residents, and operate a 168 bed skilled nursing facility. Residents enter into an occupancy agreement, which requires a one-time entrance fee and a monthly service fee. These payments entitle residents to the use and priveledges of the community for life, including certain nursing services in the skilled nursing facility, as well as meals, security, occupancy expenses, housekeeping and maintenance. In the skilled nursing facility, agreements with third party payors, such as Medicare and Medicaid, typically provide for payments at rates less than established charges for daily nursing care costs. 25486409 true false false false false false false false true false true false false true true false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true false false false true 109 0 593 true false false false false false false false false false false false false X 11 11 false false false false false true true true true false false false false false false true true false X Angela Stawicki CPA 4075153882 300 E Church St Orlando FL 32801 Alicia Labrecque CEO 20.00 20.00 X 458731 0 0 Kerry Gerrity COO 20.00 20.00 X 334192 0 0 James Murphy Marketing Director 40.00 0.00 X 207281 0 0 Amy Dickens Dir of Nursing 40.00 0.00 X 169615 0 0 Catherine Henderson SNF Administrator 40.00 0.00 X 165171 0 0 Angela Stawicki CFO 20.00 20.00 X 79682 0 0 Charity Hawthorne CFO 0.00 0.00 X 61191 0 0 Todd Anello Director 1.00 1.00 X 0 0 0 Barbara Lee Director 1.00 1.00 X 0 0 0 Margaret Bowles Director 1.00 1.00 X 0 0 0 Denise Beumer Director 1.00 1.00 X 0 0 0 Harold Tassell Director 1.00 1.00 X 0 0 0 Carla Lyberg Director 1.00 1.00 X 0 0 0 Sue Bunevich Director 1.00 1.00 X 0 0 0 Sarah Pettit Treasurer 1.00 1.00 X X 0 0 0 Kevin Maddron Chairman 1.00 1.00 X X 0 0 0 Rick Steinberger Secretary 1.00 1.00 X X 0 0 0 Jeff Jennings Vice Chairman 1.00 1.00 X X 0 0 0 Susan Vaughan Employee 40.00 0.00 X 0 0 0 1475863 0 0 18 true true false US Foods Inc PO Box 198421 Atlanta GA 303848421 Food Supplier 1300742 Marsh McLennan Agency PO Box 744833 Atlanta GA 303744833 Insurance Broker 602131 The Medical Protective Company 5814 Reed Road Fort Wayne IN 468353568 Insurance 257130 Polaris Pharmacy Service LLC 2900 NW 60th Street Fort Lauderdale FL 33309 Pharmacy 621035 Gomez Ceramic Tiles LLC 2424 N Forsyth Road Orlando FL 32807 Contract Services 591599 23 348268 348268 Health Care Revenue 623000 16382685 16382685 Monthly Service Fees 623000 11532740 11532740 Earned Entrance Fees 623000 2684823 2684823 30600248 391071 391071 77372 77372 77372 77372 Other 623000 3592128 3592128 Food Service 623000 130645 130645 60606 60606 3783379 35200338 34460999 0 391071 16221593 15225927 995666 92742 66308 26434 1326428 1164083 162345 1131457 1004354 127103 101005 55749 45256 117420 19620 97800 146793 126293 20500 241821 202174 39647 2281632 1984822 296810 -4825 1829 -6654 24172 8270 15902 1410593 1410593 2572995 47290 2525705 1112990 735819 377171 Health Care Cost 1156849 1156849 Food China Utensils 1367078 1367078 Contr & Consulting Services 1460969 546085 914884 SuppliesChemHouskpngLinen 536118 533013 3105 1455544 1240846 214698 32753374 25486409 7266965 0 837731 2411052 2929944 5559139 61001 65277 128162 186978 85432422 39932381 46916475 45500041 19282240 20234503 420416 369365 4763924 5636989 75339893 79963344 4812935 5258899 12769381 14455440 44103000 41893000 3072796 3462683 64758112 65070022 X 10581781 14893322 10581781 14893322 75339893 79963344 2446964 1864577 0 X false true X true false X 1732 1259484 911877 449484 348268 2970845 31791724 30926202 28171116 29500874 30600248 150990164 31793456 32185686 29082993 29950358 30948516 153961009 153961009 642457 2011898 3486214 693539 391071 7225179 642457 2011898 3486214 693539 391071 7225179 120341 249487 321152 356543 268623 1316146 32556254 34447071 32890359 31000440 31608210 162502334 0.94740 0.94780 0.04000 0.05000 X true false 4291725 4291725 64406377 33176501 31229876 11272483 3523046 7749437 76468 63717 12751 5385369 3169117 2216252 45500041 Investment in Sub 5107775 Deferred Exp 402652 Deposits 47490 Interest Rec 79072 5636989 Due tofrom Related Party 1564577 Entrance Fee Deposits 1728200 Wait List Deposits 103000 Lease Liability 66906 3462683 Agent not reporting amounts on 990 (Part IV, line 1b) Resident trust account for residents residing in the Skilled Nursing Facility. X X X X X false true false true true false false false false Alicia Labrecque CEO 361724 89000 8007 458731 Kerry Gerrity COO 273808 48718 11666 334192 James Murphy Marketing Director 88561 108523 10197 207281 Amy Dickens Dir of Nursing 159057 6750 3808 169615 Catherine Henderson SNF Administrator 146717 9500 8954 165171 Charity Hawthorne CPA CFO 61191 61191 A 2015 Org Cty Hlth Fac Rev 000000000 2015-12-03 39044000 Refi bonds & cap improvements false false false B 2016 Org Cty Hlth Fac Rev 000000000 2016-10-19 18555000 Refi bonds & cap improvements false false false A 34679121 42715765 474684 5000000 true true true true B 21591644 18262320 292680 true true true true A false false false false false false false false false B false false false false false false false false false A true true true Truist Bank 15 false false false false false false B true true true Truist Bank 20 false false false false false false A false B false General Explanation Attachment Arbitrage Rebate Calculation Date: March 31, 2020 Member election for additional members Part VI line 7a Resident Council and the Evangelical Lutheran Council in America each may nominate two members of the Board of Directors. The members are voted into membership by current Board of Directors. Governing body decisions Part VI line 7b The Florida Office of Insurance Regulation OIR is to receive any changes to the Board of Directors within ten days of the date upon which Orlando Lutheran Towers, Inc. receives its notice of change. Additions to the Board of Directors are subject to approval by the OIR. Form 990 governing body review Part VI line 11 Members of the board of directors receive a copy of the final form 990 for review before it is filed. The Chief Financial Officer conducts a comprehensive review of the return before it is filed with the IRS. Conflict of interest policy compliance Part VI line 12c The board members file an annual code of conduct and conflict of interest statement with OLTs compliance officer. The CEO, COO, CFO, Directors, Key Employees, Marketing Department, Information Technology, and any other employee designated by the CEO must complete and sign a conflict of interest statement during new hire orientation and annually. If an actual conflict of interest is identified, key employees must complete and submit a conflict of interest disclosure form to their supervisor or the compliance officer. Any board members with conflicts of interest may be permitted to participate in discussions and are prohibited from voting on the issues that result in the conflict. CEO executive director top management comp Part VI line 15a The president, vice president and treasurer/secretary of the board of directors conduct a detailed review and approval process to ensure that compensation paid to the organizations senior level management is fair and reasonable for the services rendered. All decision makers are independent with respect to the compensation arrangement being considered and rely on comparability data that demonstrates the fair market value of the compensation. Compensation studies prepared by independent consulting firms are utilized to determine fair market value. The organization retains appropriate documentation in the board minutes to support the compensation decisions. Other officer or key employee compensation Part VI line 15b The president, vice president and treasurer/secretary of the board of directors conduct a detailed review and approval process to ensure that compensation paid to the Organizations senior level management is fair and reasonable for the services rendered. All decision makers are independent with respect to the compensation arrangement being considered and rely on comparability data that demonstrates the fair market value of the compensation. Compensation studies prepared by independent consulting firms are utilized to determine fair market value. The organization retains appropriate documentation in the Board minutes to support the compensation decisions. Governing documents etc available to public Part VI line 19 Articles of incorporation are available for public inspection upon request and through www.sunbiz.org, the Florida state division of corporations website. Financial statements are available through the Florida office of insurance regulation. Towers Home Care & Rehab Svc 300 E Church St Orlando FL 32801 593719465 Home Health Agency FL 501c3 10 Orlando Lutheran Towers Inc true Orlando Lutheran Towers Foundation 300 E Church St Orlando FL 32801 593268359 Support to OLT residents FL 501c3 10 Orlando Lutheran Towers Inc true false false true false false false false false false false false false false false false false false true false Towers Home Care & Rehab Svc r 343609 Orlando Lutheran Towers Foundation c 612