2018-05-15T13:51:58-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2016-07-01 351299499 WITTENBERG LUTHERAN VILLAGE INC WITT 8473687300 1200 E LUTHER DRIVE CROWN POINT IN 46307 JESSE JANTZEN CHIEF EXECUTIVE OFFICER 8473687300 2018-05-11 1 CHRIS MANDERFIELD P01238973 6305738600 2018-05-11 2016 2022-09-23 18:48:47Z JESSE JANTZEN 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 13214153 0 X WWW.LUTHERANLIFECOMMUNITIES.ORG X 1971 IN SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT. EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. 5 2 339 72 0 0 0 0 11863031 12921443 134467 113521 15299 179189 12012797 13214153 0 0 0 0 8215659 8294161 0 0 0 7778313 7566801 15993972 15860962 -3981175 -2646809 14401972 14733754 36986095 39559971 -22584123 -24826217 EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. 0 0 15486528 13100632 DEVELOPMENT AND OPERATION OF 155 SKILLED NURSING UNITS FOR SENIORS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FUNDS. 15486528 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 339 1 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X JESSE JANTZEN CEO 8473687300 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 ROGER W PAULSBERG CHAIRMAN 4.00 X X 0 419683 16039 REV DAVID G ABRAHAMSON SECRETARY 2.00 X X 0 0 0 LORI S FEDYK TREASURER 2.00 X X 0 216619 9748 RICHARD SAUERMAN DIRECTOR 2.00 X 0 0 0 MARIE CARLSON-KYLLO DIRECTOR 2.00 X 0 242313 17807 JOHN J HURLEY THROUGH 6717 EXECUTIVE DIRECTOR 37.50 X 130708 0 1440 130708 878615 45034 1 0 1 0 AEGIS THERAPIES INC PO BOX 8103 FORT SMITH AR 72902 THERAPY SERVICES 1030568 1 RESIDENT SERVICE REVENUE 623000 12921443 12921443 12921443 113521 113521 179189 179189 179189 13214153 13100632 0 113521 6349220 6349220 18415 18415 1487515 1487515 439011 439011 73731 73731 40725 40725 1542188 1542188 100300 100300 974899 974899 131274 131274 464649 464649 7426 7426 11392 11392 2046584 2046584 718439 718439 287712 27734 259978 FOOD & DIETARY SUPPLIES 424667 424667 BAD DEBT 323468 323468 MEDICAL SUPPLIES 228845 228845 RESIDENT SERVICES 122035 122035 68467 68467 15860962 15486528 374434 0 1260663 814202 2111636 2315866 39736 47220 27014 25496 9658849 7358357 2148934 2300492 2762575 2232418 1476961 1142554 4574453 5855506 14401972 14733754 1719966 1910685 22350689 22127509 18200 19763 485253 459487 12411987 15042527 36986095 39559971 X -22584123 -24826217 -22584123 -24826217 14401972 14733754 X -2646809 -6586 411301 X X 0 1 X 1 0 X 12473379 12754399 12920063 11863031 12921443 62932315 12473379 12754399 12920063 11863031 12921443 62932315 0 0 0 62932315 49105 95012 134196 134467 113521 526301 49105 95012 134196 134467 113521 526301 269940 231407 527845 15299 179189 1223680 12792424 13080818 13582104 12012797 13214153 64682296 0.97290 0.97020 0.00810 0.00650 X 0 18200 1563 19763 1 X 26276 26276 6111429 4709348 1402081 2798964 2207508 591456 722180 441501 280679 2300492 MUTUAL FUNDS 2232418 C 2232418 CUSTODIAL ASSETS 19763 DUE FROM AFFILIATES 3142696 ASSETS HELD IN TRUST 2693047 5855506 DUE TO AFFILIATES 15021102 CAPITAL LEASES 20090 SECURITY DEPOSITS 1335 15042527 X PART IV, LINE 2B: SECURITY DEPOSITS - RESTRICTED PART X, LINE 2: THE CORPORATIONS QUALIFY AS NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE, EXCEPT THE LLC FOUNDATION, WHICH IS EXEMPT FROM TAXES UNDER SECTION 509(A)(2) OF THE CODE. THE CORPORATIONS HAVE ADOPTED ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL. ASC SUBTOPIC 740-10 ADDRESSES THE DETERMINATION OF HOW TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER ASC SUBTOPIC 740-10, THE CORPORATIONS MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ASC SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES ON INCOME TAXES, ACCOUNTING IN INTERIM PERIODS AND REQUIRES INCREASED DISCLOSURES. AS OF JUNE 30, 2017 AND 2016, THE CORPORATIONS DO NOT HAVE AN ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X X X X 0 0 0 0 0 0 0 0 0 ROGER W PAULSBERG CHAIRMAN 0 415262 0 0 0 4421 0 3000 0 13039 0 435722 0 0 LORI S FEDYK TREASURER 0 216619 0 0 0 0 0 985 0 8763 0 226367 0 0 MARIE CARLSON-KYLLO DIRECTOR 0 242313 0 0 0 0 0 1623 0 16184 0 260120 0 0 A CITY OF CROWN POINT 356000997 228484CA7 2009-12-29 3355000 CONSTRUCTION OF LIVING UNITS 0 0 0 B CITY OF CROWN POINT 356000997 228484CB5 2009-12-29 4830000 CONSTRUCTION OF LIVING UNITS 0 0 0 C CITY OF CROWN POINT 356000997 228484CC3 2009-12-29 16145000 CONSTRUCTION OF LIVING UNITS 0 0 0 A 875000 3355000 2009 0 0 1 1 B 4830000 2009 0 0 1 1 C 16145000 2009 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 FORM 990, PART VI, SECTION A, LINE 6 LUTHERAN LIFE MINISTRIES IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS APPOINTED BY THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION A, LINE 7B SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWS THE TAX RETURN WITH THE AUDIT COMMITTEE OF ITS PARENT LUTHERAN LIFE MINISTRIES TO REPORT TO THE BOARD OF LUTHERAN LIFE MINISTRIES, WHICH PROVIDES FINAL APPROVAL OF THE TAX RETURNS OF ALL SUBSIDIARIES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE TO THE BOARD OF DIRECTORS WHEN A CONFLICT MAY EXIST. THE POLICY AND COMPLIANCE WITH THIS POLICY ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF ITS PARENT LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND THE COMPENSATION COMMITTEE OF THE BOARD OF ITS PARENT LUTHERAN LIFE MINISTRIES. ULTIMATE APPROVAL FOR THE COMPENSATION AMOUNT FOR THE CEO RESTS WITH THE BOARD OF LUTHERAN LIFE MINISTRIES. THE BOARD PROVIDES COUNSEL TO THE CEO FOR THE COMPENSATION OF ANY OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S TAX RETURN, FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS 411,301. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LUTHERAN HOME FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 362192824 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN HOME AND SERVICES FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363375902 HOUSING AND SERVICES FOR SENIORS IL 501(C)(3) 509(A)(3) LUTHERAN LIFE MINISTRIES 0 LUTHERAN COMMUNITY SERVICES FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363365609 IMPROVE QUALITY OF LIFE FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN FOUNDATION FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363365615 SUPPORTS THE WORK PROVIDED IN THE LUTHERAN HOME SERVICES SYSTEM IL 501(C)(3) 170(B)(1)(A)(VI) LUTHERAN LIFE MINISTRIES 0 LUTHER OAKS 601 LUTZ ROAD BLOOMINGTON IL 61704 202117469 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 WITTENBERG LUTHERAN ENDOWMENT CORPORATION 1200 E LUTHER DRIVE CROWN POINT IN 46307 351472245 LONG-TERM HEALTH CARE FACILITY IN 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN LIFE MINISTRIES 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 203426654 DEVELOP NEW SERVICES FOR SENIORS AND MANAGE SENIOR LIVING FACILITIES IL 501(C)(3) 509(A)(3) N/A 0 PLEASANT VIEW LUTHERAN HOME INC 505 COLLEGE AVENUE OTTAWA IL 61350 362167830 NURSING AND HEALTH CARE CENTER IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN LIFE COMMUNITIES FOUNDATION 3831 NORTH MOZART AVENUE CHICAGO IL 60618 363861882 SUPPORTS THE RESIDENTS AND OPERATIONS OF EACH LUTHERAN LIFE COMMUNITY IL 501(C)(3) 509(A)(1) LUTHERAN LIFE MINISTRIES 0 ST PAULS HOUSE AND HEALTH CARE CENTER 3831 NORTH MOZART AVENUE CHICAGO IL 60618 362167897 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN LIFE COMMUNITIES 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 208549333 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 THE ARLINGTON OF NAPLES 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 262019353 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN MANAGEMENT SERVICES INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 203773781 CARE FOR SENIORS IL LUTHERAN LIFE MINISTRIES C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 LUTHERAN HOME FOR THE AGED INC P 390924 LUTHERAN LIFE COMMUNITIES E 29340 LUTHERAN LIFE COMMUNITIES K 1657135 LUTHERAN LIFE COMMUNITIES FOUNDATION E 450781 LUTHERAN HOME AND SERVICES FOR THE AGED INC E 946644 LUTHERAN HOME FOR THE AGED INC E 1033128 LUTHERAN COMMUNITY SERVICES FOR THE AGED INC E 4131959 WITTENBERG LUTHERAN ENDOWMENT CORPORATION E 8429250