2016-07-15T07:27:12-05:00 2015-08-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2014-09-01 350885590 LUTHERAN HOMES INC % DONNA SCANLON LUTH 2604471591 6701 S ANTHONY BLVD FORT WAYNE IN 46816 DONNA SCANLON CFO 2604471591 2016-07-15 true Joyce A Dulworth P00151125 2604604000 2014 2016-12-15 16:53:06Z ALEX KIEFER 6701 S ANTHONY BLVD FORT WAYNE IN 46816 13320189 false X WWW.LUTHERANLIFEVILLAGES.ORG X 1926 IN AS AN EXPRESSION OF CHRIST'S LOVE, LUTHERAN LIFE VILLAGES SERVES INDIVIDUALS AND THEIR CAREGIVERS WITH COMPASSION AND RESPECT FOR INDEPENDENCE, WELLNESS AND SPIRITUAL LIFE. 13 13 834 0 0 0 407108 398708 10787242 12900912 3251 3169 11582 12489 11209183 13315278 0 0 0 0 5482891 5550031 0 0 61092 6698530 6917174 12181421 12467205 -972238 848073 27615328 28016154 24585212 24137965 3030116 3878189 X FOR OVER 80 YEARS, LUTHERAN LIFE VILLAGES HAS BEEN SERVING INDIVIDUALS AND THEIR CAREGIVERS WITH COMPASSION AND RESPECT FOR INDEPENDENCE, WELLNESS, AND SPIRITUAL LIFE. AT LUTHERAN LIFE VILLAGES, WE PRIDE OURSELVES ON CREATING A PLACE WHERE PEOPLE WANT TO LIVE, PROFESSIONALS WANT TO WORK, AND FAMILY AND COMMUNITY MEMBERS WANT TO VISIT. WE OFFER A FULL RANGE OF LIVING OPTIONS, FROM INDEPENDENT LIVING AND ASSISTED LIVING TO SKILLED NURSING, WITH LOCATIONS IN KENDALLVILLE AND FORT WAYNE, INDIANA. false false 9173355 12426573 LUTHERAN LIFE VILLAGES' GOAL IS TO PROVIDE RESIDENTS WITH THE SERVICES BEST-SUITED TO FIT THEIR INDIVIDUAL NEEDS. THROUGH THIS HOLISTIC APPROACH, RESIDENTS ARE ENABLED TO FUNCTION AT THEIR HIGHEST POTENTIAL. INDEPENDENT LIVING - PROVIDES PEOPLE 55 AND OLDER WITH RELIEF FROM THE CARES OF HOME MAINTENANCE, GIVING THEM THE FREEDOM TO ENJOY THE BEST THAT LIFE HAS TO OFFER. ASSISTED LIVING - COMBINES THE BENEFITS OF ASSISTED LIVING WITH THE SUPPORT OF MINIMAL DAILY ASSISTANCE AND A 24-HOUR EMERGENCY CALL SYSTEM. NURSING CARE - MEETS A WIDE VARIETY OF NEEDS, FROM THERAPY AND RESTORATIVE NURSING SERVICES, TO ALZHEIMER'S, BEHAVIOR, AND PAIN-MANAGEMENT CARE. 381865 387977 LUTHERAN LIFE VILLAGES SPONSORS THE FOSTER GRANDPARENTS PROGRAM, PART OF SENIOR CORP AND THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE. ADULTS 55 AND OLDER SHARE THEIR EXPERIENCE AND COMPASSION. EACH FOSTER GRANDPARENT IS A ROLE MODEL, MENTOR, AND A FRIEND. SERVING AT ONE OF MANY LOCAL ORGANIZATIONS - INCLUDING FAITH-BASED GROUPS, HEAD START CENTERS, SCHOOLS, AND OTHER YOUTH FACILITIES - GRANDPARENTS HELP CHILDREN LEARN TO READ, PROVIDE ONE-ON-ONE TUTORING, AND GUIDE CHILDREN AT A CRITICAL TIME IN THEIR LIVES. 83557 86362 INNOVATIVE, INTER-GENERATIONAL PROGRAMMING DISTINGUISHES LUTHERAN LIFE VILLAGES FROM OTHER RETIREMENT-LIVING PROVIDERS AND PLAYS A KEY ROLE IN THE WELLNESS STRATEGY. THE ON-SITE CHILDREN'S VILLAGE EARLY LEARNING CENTERS AND THE VOLUNTEER OPPORTUNITIES PROVIDED BY THE CENTERS HAVE BEEN ENRICHING THE LIVES OF RESIDENTS FOR YEARS. 9638777 true false false false false false false false false true true false false true true false false true false false false false false false false false false false false true false false false false false false false false true false false false true true true false false false true 12 0 true 834 true false false false false false true true false false false false X 13 13 true false false false false true true true true false false true true true true true true true false false IN X DONNA SCANLON 2604470800 6701 S ANTHONY BLVD FORT WAYNE IN 46816 ERIC BIEBERICH CHAIRMAN 2.0 0.0 X X 0 0 0 LINDA CHRZAN VICE-CHAIRMAN 2.0 0.0 X X 0 0 0 MARK FRANKE TREASURER 2.0 0.0 X X 0 0 0 GREG GOEGLEIN SECRETARY 2.0 0.0 X X 0 0 0 TROY PANNING BOARD MEMBER 2.0 0.0 X 0 0 0 GINA ROHRBACHER BOARD MEMBER 2.0 0.0 X 0 0 0 VICTOR MARTIN BOARD MEMBER 2.0 0.0 X 0 0 0 GRANT GOEGLEIN BOARD MEMBER 2.0 0.0 X 0 0 0 REV KATHY HALLER BOARD MEMBER 2.0 0.0 X 0 0 0 REV MARK NEUBACHER BOARD MEMBER 2.0 0.0 X 0 0 0 MICK SCHEUMANN BOARD MEMBER 2.0 0.0 X 0 0 0 DAN BUUCK BOARD MEMBER 2.0 0.0 X 0 0 0 LEN JUDT BOARD MEMBER 2.0 0.0 X 0 0 0 ALEX KIEFER PRESIDENT & CEO 50.0 0.0 X 140796 0 22331 DONNA SCANLON CFO 50.0 0.0 X 109229 0 7224 250025 0 29555 2 false true false HTS IN VII INC 1411 W COUNTY LINE RD STE A GREENWOOD IN 46142 THERAPY SERVICES 394085 DAVIS HARRISON DION 333 N MICHIGAN AVE CHICAGO IL 60601 MRKTNG & ADVERTISING 286000 SELECT REHABILITATION INC PO BOX 809056 CHICAGO IL 60680 THERAPY SERVICES 228836 ADP INC PO BOX 842875 BOSTON IN 02284 PAYROLL PROCESSING 119922 BKD LLP 200 E MAIN SUITE 700 FORT WAYNE IN 46802 ASSURANCE/CONSULTING 106007 5 341392 57316 51636 398708 RESIDENT SERVICES - PRIVATE PAY 621610 5712099 5712099 FOSTER GRANDPARENT PROGRAM 621610 335885 335885 MEDICARE/MEDICAID PAYMENTS 621610 3425051 3425051 MANAGEMENT FEE INCOME 621610 3427877 3427877 12900912 3169 3169 0 0 17400 4911 12489 0 12489 12489 0 0 0 0 0 13315278 12900912 15658 0 0 0 0 276994 220556 56438 0 4268527 3143247 1125280 18790 9350 8849 591 626591 380024 246822 -255 359129 230188 124623 4318 0 44118 900 43218 102410 8854 93556 0 0 0 1084307 1031068 53239 227356 10593 216763 165278 145478 19800 301575 209064 92511 0 618664 606907 11757 59171 7657 51514 0 0 876710 768891 107819 0 1394863 1331738 63125 78081 63059 15022 FOSTER GRANDPARENT PROGRAM 192539 192539 TRAINING, DUES & MEMBERSHIPS 54876 11515 43361 FOOD AND DINING SUPPLIES 486632 476857 9775 MEDICAL SUPPLIES 228185 228185 1002409 782663 219746 12467205 9638777 2767336 61092 2100 2100 194190 506538 0 0 3005508 3589863 0 0 0 0 0 0 82217 77758 108065 151315 52374049 31216098 21602628 21157951 54067 55084 0 0 0 0 0 0 2566553 2475545 27615328 28016154 2238400 2545733 0 0 0 0 0 0 0 0 0 0 16773908 16277733 0 0 5572904 5314499 24585212 24137965 X 3030116 3878189 0 0 0 0 3030116 3878189 27615328 28016154 848073 X false true X true false X 210494 255142 262159 407108 398708 1533611 15887020 17868870 9221423 10787242 12905823 66670378 0 0 0 16097514 18124012 9483582 11194350 13304531 68203989 0 1800463 3529979 1340900 3294626 9965968 1800463 3529979 1340900 3294626 9965968 58238021 22184 14665 15205 19744 20569 92367 0 22184 14665 15205 19744 20569 92367 0 0 16119698 18138677 9498787 11214094 13325100 68296356 0.85272 0.91110 0.00135 0.00120 X false false 0 1370623 1370623 0 43800201 25243489 18556712 0 6315472 5341693 973779 0 887753 630916 256837 21157951 BOND ISSUANCE COSTS 338848 OTHER ASSETS 2136697 2475545 0 ADVANCE DEPOSITS 2433032 INTERCOMPANY PAYABLE 2881467 5314499 13320189 4911 4911 13315278 13315278 12472116 4911 4911 12467205 12467205 ASC 740 FOOTNOTE Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. RECONCILIATION TO FINANCIAL STATEMENTS 4,911 RENTAL EXPENSES X X X X X false false false false false false false false false ALEX KIEFER PRESIDENT & CEO 140796 0 0 0 0 0 866 0 21465 0 163127 0 0 0 X MEALS 1 51636 MARKET VALUE false true false FORM 990, PART VI, SECTION A, LINE 2 VICTOR MARTIN AND GREG GOEGLEIN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP OF LUTHERAN HOMES INC CONSISTS OF DELEGATES ELECTED OR APPOINTED BY VOTING MEMBERS OF THE AFFILIATED LUTHERAN CHURCHES WITHIN NORTHEAST INDIANA. THE ORGANIZATION IS COMPOSED OF DELEGATES FROM 61 LUTHERAN CONGREGATIONS WHO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER DELEGATES FINALIZE APPROVAL ON SECTIONS OF THE BY-LAWS INCLUDING INTENT TO BE AFFILIATED, DISSOLUTION, BOARD MEMBERSHIP, AND OTHER CHANGES IN ORGANIZATIONAL STRUCTURE AND FUNCTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED SCHEDULES ARE REVIEWED IN DETAIL BY THE CFO, CEO AND AN INDEPENDENT CPA FIRM. THE FORM 990 IS ALSO REVIEWED BY THE BOARD PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY EACH MEMBER OF THE GOVERNING BODY TO MONITOR COMPLIANCE. THROUGHOUT THE TERM OF A MEMBER'S TENURE, NO GOVERNING BODY MEMBER SHALL BE INCLUDED IN DELIBERATIONS AND/OR VOTE ON A BUSINESS MATTER THAT WOULD VIOLATE THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE LAST REVIEW WAS IN MAY 2015. THE EXECUTIVE REVIEW AND COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PRESIDENT/CEO. PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. LLV PROPERTY 6701 S ANTHONY BLVD FORT WAYNE IN 46816 454098765 REAL ESTATE IN 149417 5901903 LHI LHI FOUNDATION 6701 S ANTHONY BLVD FORT WAYNE IN 46816 272228658 FUNDRAISING IN 3 7 LHI true LUTHERAN HOMES INC WORKERS COMP TRUST 6701 SOUTH ANTHONY BOULEVARD FORT WAYNE IN 46816 351871504 VEBA TRUST IN 501(C)(3) 11A LHI true LUTHERAN LIFE VILLAGES HOME HEALTHCARE 6701 S ANTHONY BLVD FORT WAYNE IN 46816 274640248 CHARITY IN 501(C)(3) 509(A)(2) LHI true false false true false false false false false false false false false false true true false false false false PART V TIM IMLER IS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. HIS WAGES ARE CHARGED TO THE FOUNDATION. TIM IS PART OF THE EXECUTIVE TEAM FOR THE ORGANIZATION AND PARTICIPATES IN MEETINGS AND DECISION ACTIVITIES AS NECESSARY.