2014-11-13T09:18:22-06:00 2013-12-31 990 2013-01-01 311565719 LUTHERAN HOMES SOCIETY INC LUTH 4196931520 2021 NORTH MCCORD ROAD TOLEDO OH 43615 LORINDA SCHALK TREASURER 4196931520 2014-11-13 2013 2015-11-30 17:44:51Z DAVID ROBERTS 2021 NORTH MCCORD ROAD TOLEDO OH 43605 53598907 false X LHSOH.ORG X 1997 OH LUTHERAN HOMES SOCIETY, INC. IS A NOT-FOR-PROFIT CORPORATION THAT PROVIDES RESIDENTIAL CARE AND SUPPORTIVE SERVICES FOR YOUTH AND ELDERLY IN NORTHWESTERN OHIO AND SOUTHEASTERN MICHIGAN. AS A FAITH-BASED PROVIDER OF SUCH SERVICES, LUTHERAN HOMES SOCIETY CONTINUES TO HONOR ITS MISSION TO EXTEND ITS SERVICES TO THE VULNERABLE OF OUR POPULATION. OUR MISSION STATEMENT: AS FOLLOWERS OF CHRIST, WE ARE CALLED DO TO WHAT LIES WITHIN OUR POWER TO SHARE BURDENS THAT WEIGH UPON THE YOUNG AND THE OLD AND TO ALLEVIATE SORROW AND MISERY IN HIS NAME. YOUTH ARE SERVED THROUGH COMMUNITY-BASED RESIDENTIAL TREATMENT GROUP HOMES, SUPPORTIVE SERVICES FOR YOUTH AND THEIR FAMILIES, AND AN ASPERGER'S PROGRAM CONSISTING OF BOTH RESIDENTIAL AND DAY TREATMENT PROGRAMS. THE ELDERLY ARE SERVED IN INDEPENDENT LIVING, ASSISTED LIVING, AND EXTENDED CARE RESIDENTIAL SETTINGS. LUTHERAN HOMES SOCIETY ALSO SERVES THE COMMUNITY THROUGH SERVICE COORDINATION, WHICH ASSISTS THE ELDERLY IN ACCESSING NEEDED SERVICES, THEREBY EN 18 18 1407 719 0 876104 819568 46525554 49892733 238952 183403 1356181 675117 48996791 51570821 511632 598869 0 31110173 32961013 0 225653 17631122 19448597 49252927 53008479 -256136 -1437658 58797858 57645587 41245254 41695602 17552604 15949985 X LUTHERAN HOMES SOCIETY, INC. IS A NOT-FOR-PROFIT CORPORATION THAT PROVIDES RESIDENTIAL CARE AND SUPPORTIVE SERVICES FOR YOUTH AND ELDERLY IN NORTHWESTERN OHIO AND SOUTHEASTERN MICHIGAN. AS A FAITH-BASED PROVIDER OF SUCH SERVICES, LUTHERAN HOMES SOCIETY CONTINUES TO HONOR ITS MISSION TO EXTEND ITS SERVICES TO THE VULNERABLE OF OUR POPULATION. OUR MISSION STATEMENT: AS FOLLOWERS OF CHRIST, WE ARE CALLED DO TO WHAT LIES WITHIN OUR POWER TO SHARE BURDENS THAT WEIGH UPON THE YOUNG AND THE OLD AND TO ALLEVIATE SORROW AND MISERY IN HIS NAME. YOUTH ARE SERVED THROUGH COMMUNITY-BASED RESIDENTIAL TREATMENT GROUP HOMES, SUPPORTIVE SERVICES FOR YOUTH AND THEIR FAMILIES, AND AN ASPERGER'S PROGRAM CONSISTING OF BOTH RESIDENTIAL AND DAY TREATMENT PROGRAMS. THE ELDERLY ARE SERVED IN INDEPENDENT LIVING, ASSISTED LIVING, AND EXTENDED CARE RESIDENTIAL SETTINGS. LUTHERAN HOMES SOCIETY ALSO SERVES THE COMMUNITY THROUGH SERVICE COORDINATION, WHICH ASSISTS THE ELDERLY IN ACCESSING NEEDED SERVICES, THEREBY EN false false 34326809 598869 39499721 LONG-TERM CARE PROGRAM: PROVIDES RESIDENTIAL CARE AND SUPPORTIVE SERVICES FOR THE ELDERLY. FOR 2013, 2,061 INDIVIDUALS WERE SERVED FOR A TOTAL OF 214,177 RESIDENT CARE DAYS. SERVICES PROVIDED THROUGH THE SKILLED NURSING CARE CENTERS INCLUDE 24-HOUR SKILLED NURSING CARE; INTENSIVE PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES; REHABILITATION AND RESTORATIVE PROGRAMMING; SPECIALIZED DIETARY PROGRAMMING; DIABETIC MANAGEMENT; DEMENTIA CARE AND PSYCHOLOGICAL SERVICES; PASTORAL CARE; PLANNED ACTIVITIES; LAUNDRY AND HOUSEKEEPING; HOSPICE AND RESPITE CARE; IN-HOUSE PODIATRY; VISION AND DENTAL SERVICES; PHARMACY SERVICES; SOCIAL SERVICES; AND RESIDENT ADVOCACY. ASSISTED LIVING RESIDENTS MAY CHOOSE FROM A WIDE RANGE OF SERVICES AND AMENITIES DEPENDING UPON THEIR SPECIFIC NEEDS. (SEE SCHEDULE O) (CONTINUED) SERVICES INCLUDE THREE NUTRITIOUS MEALS EACH DAY, HOUSEKEEPING, LAUNDRY, MEDICATION MANAGEMENT, SPECIAL EVENTS TRANSPORTATION, PLANNED AND SUPERVISED ACTIVIES, ASSISTANCE WITH DAILY TASKS, THERAPY, AND OTHER SERVICES. THERE ARE ALSO APARTMENTS TO PROVIDE HOUSING FOR THE ELDERLY WHO DON'T REQUIRE THE SERVICES PROVIDED IN THE SKILLED NURSING OR ASSISTED LIVING SETTINGS. 6984838 8152368 FAMILY & YOUTH SERVICES PROGRAM: PROVIDES RESIDENTIAL CARE AND SUPPORTIVE SERVICES FOR CHILDREN, YOUTH, AND THEIR FAMILIES. FOR 2013, 928 INDIVIDUALS WERE SERVED FOR A TOTAL OF 17,468 RESIDENT CARE DAYS. FAMILY AND YOUTH SERVICES PROVIDES RESIDENTIAL AND RELATED CARE AND TREATMENT TO CHILDREN, YOUTH AND ADULTS WHOSE CIRCUMSTANCES AND NEEDS NECESSITATE NURTURE AND SPECIAL SERVICES OUTSIDE THEIR HOMES, PROVIDING COMPREHENSIVE SERVICES WHICH EMPOWER YOUNG PEOPLE AND THEIR FAMILIES TO MEET THEIR OWN NEEDS AND TO CARE FOR OTHERS, PROVIDING PREVENTION AND INTERVENTION SERVICE TO CHILDREN, FAMILIES, AND YOUTH WHOSE CIRCUMSTANCES MAY INDICATE THEY ARE AT A RISK FOR OUT OF HOME PLACEMENT FOR SERVICES, AND PROVIDING AFTERCARE SUPPORT AND SERVICES TO CHILDREN AND FAMILIES WHO HAVE (SEE SCHEDULE O) (CONTINUED) BEEN SERVED IN OUT OF HOME PLACEMENT SERVICES. SERVICES PROVIDED INCLUDE COMMUNITY-BASED RESIDENTIAL HOMES, ON-GROUND SBH OR SED CLASSROOMS, PARTNERS IN TREATMENT FAMILY WEEKENDS, MENTORING, DIAGNOSTIC ASSESSMENT, INDIVIDUAL AND GROUP COUNSELING, MENTAL HEALTH EDUCATION, CAMPUS-BASED RESIDENTIAL SERVICES, AND RESIDENTIAL AND DAY-TREATMENT PROGRAMS FOR YOUTH DIAGNOSED WITH ASPERGER'S DISORDER. FAMILY & YOUTH SERVICES HAS ALWAYS BEEN AN EXEMPLARY PROVIDER OF COMPASSIONATE, QUALITY CARE TO THOSE WE SERVE, BUT WE ARE ALSO COMMITTED TO IMPROVING AND CONTRIBUTING TO THE COMMUNITY IN WHICH WE LIVE AND WORK. IN ADDITION TO THE RESIDENTS AND CLIENTS SERVED DIRECTLY, A WIDE VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES CONTRIBUTE TO THE ACCOMPLISHMENT OF OUR TAX- EXEMPT PURPOSE. FAMILY & YOUTH SERVICE SENIOR LEADERSHIP ALSO PROVIDED SERVICE TO THE COMMUNITY BY SERVING ON COMMUNITY BOARDS, COMMITTEES, OR TASK FORCES, TO ENHANCE THE GENERAL WELFARE OF THE COMMUNITY. 1994360 2240644 INDEPENDENT LIVING PROGRAM: PROVIDES HOUSING FOR THE ELDERLY. FOR 2013, 696 INDIVIDUALS WERE PROVIDED HOUSING FOR A TOTAL OF 230,822 DAYS. HOUSING SERVICES HAS DEVELOPED COMMUNITIES THAT OFFER AFFORDABLE HOUSING TO PEOPLE WHO ARE AGE 62 AND OLDER. EACH COMMUNITY PROVIDES OPPORTUNITIES FOR RECREATIONAL AND RELIGIOUS PROGRAMS, SOCIAL EVENTS, OUTINGS, AND DAILY PEER CONTACT. LHS HOUSING IS COMMITTED TO HELPING RESIDENTS MAINTAIN THEIR INDEPENDENCE AND, AT EACH OF THE COMMUNITIES, A SERVICE COORDINATOR IS ON SITE TO ASSIST RESIDENTS IN PROCURING MEALS, HOME HEALTH CARE, HOUSEKEEPING, ETC., ALL WHICH HELP IN MAINTAINING ONE'S INDEPENDENCE. THESE SERVICES INCLUDE ASSISTING IN PROVIDING FOR ELDERLY AND/OR FAMILIES AND PERSONS ON A NONPROFIT BASIS, RENTAL HOUSING AND (SEE SCHEDULE O) (CONTINUED) RELATED FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE ELDERLY, AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS AND LONGER LIVING. 43306007 true true false true false false false false false false true false false true true true false true false false false false false false false false false true false true true false false false false false false false false false true false false false false false true true true false false true 161 0 true 1407 true false false false false false false X 18 18 true false false false false true true true true false false true true true true true true true true false OH X X LORINDA SCHALK 4198614906 2021 N MCCORD TOLEDO OH 43615 X LYNN OLMAN CHAIR 0.25 X X 0 0 0 DALE SCHAEFER VICE CHAIR 0.25 X X 0 0 0 JENNIFER FEHNRICH SECRETARY 0.25 X X 0 0 0 MICHAEL BOGDAN DIRECTOR 0.25 X 0 0 0 REV RICHARD HABRECHT DIRECTOR 0.25 X 0 0 0 DANIEL KUNOS DIRECTOR 0.25 X 0 0 0 SUSAN MINCH DIRECTOR 0.25 X 0 0 0 MICHAEL HOLLIE DIRECTOR 0.25 X 0 0 0 NATALIE JACKSON DIRECTOR 0.25 X 0 0 0 CHRISTINE SPOHN DIRECTOR 0.25 X 0 0 0 KATHY MARTIN DIRECTOR 0.25 X 0 0 0 REV KEITH HUNSINGER DIRECTOR 0.25 X 0 0 0 PHILIP MEUSER DIRECTOR 0.25 X 0 0 0 REV RICHARD RENTNER DIRECTOR 0.25 X 0 0 0 DANIEL WAKEMAN DIRECTOR 0.25 X 0 0 0 ROBIN BURKETT DIRECTOR 0.25 X 0 0 0 REV CHRYSANNE TIMM DIRECTOR 0.25 X 0 0 0 ROSE THOMSON DIRECTOR 0.25 X 0 0 0 MARY SHURTS - LHS INC TREASURER/CF 40.00 X 241264 0 14414 DAVID I ROBERTS - LHS INC PRESIDENT & 40.00 X 238192 0 123524 DONNA KONST VP FOR L/T S 40.00 X 163012 0 22406 LORINDA SCHALK VP-YOUTH & H 40.00 X 154522 0 16835 STEVE DUMKE SR. EXECUTIV 40.00 X 127592 0 11931 JEFF SCHULTE VP-HUMAN RES 40.00 X 112333 0 11237 JOHN HENRY DIR. OF FACI 40.00 X 106958 0 19826 ANGIE POWELL 40.00 X 101618 0 19686 KENNETH MAUER - LAW OFFICE FORMER CHAIR X 103265 575 0 1348756 575 239859 9 true true false ONECARE RX LLC PO BOX 796 LAMERTVILLE MI 48144 DRUGS 1612755 GORDON FOOD SERVICES INC DEPT CH 10490 PALATINE IL 600550490 FOOD 1491969 PROFESSIONAL MEDICAL INC PO BOX 1243 BEDFORD PARK IL 60499 MEDICAL SUPPLY 622451 PRELUDE SERVICES 3911 HARTZDALE DRIVE STE 1102 CAMP HILL PA 17011 IT SERVICES 555374 ECS BILLING & CONSULTING SOUTH INC PO BOX 402 TIFFIN OH 44883 BILLING 347915 10 812068 7500 819568 SERV.FEES-MEDICARE & MEDICAID 21239414 21239414 SERVICE FEES-PRIVATE PAY 13089114 13089114 CHILD CARE PROGRAMS 6901710 6901710 SERVICE FEES-MANAGED CARE 4750370 4750370 MANAGEMENT FEES 1355432 1355432 2556693 2556693 49892733 73407 73407 181355 162061 19294 19294 19294 1953936 22085 1794744 71281 159192 -49196 109996 109996 MANAGEMENT FEES 519169 519169 MISCELLANEOUS INCOME 136654 136654 655823 51570821 50677846 73407 598869 598869 796990 796990 25384123 21798534 3462226 123363 769216 605336 159873 4007 4138877 3215045 897879 25953 1871807 1562833 299969 9005 174699 160908 13791 82541 82541 1454708 947614 505141 1953 99439 82738 16701 214389 43122 165798 5469 500570 43603 441003 15964 1780873 1544051 235352 1470 236684 158265 77096 1323 141699 68605 71725 1369 2324206 1940295 383911 2523457 2115125 408332 609879 518153 91087 639 RESIDENT CARE SUPPLIES 2324752 2324752 DUES, LICENSES & SUBSC. 1865258 1723434 139322 2502 DIETARY FOOD EXPENSES 1454570 1452383 2187 BAD DEBT EXPENSE 992580 992580 2668293 1653408 1012741 2144 53008479 43306007 9476819 225653 3363566 3671323 3738938 3278398 7559839 6296864 2099578 1955492 27470 13021 363807 355550 71168983 40377050 31889628 30791933 1695646 1569615 8059386 9713391 58797858 57645587 4214205 4774816 16068 3006 31540000 31270000 3463470 3792681 2011511 1855099 41245254 41695602 X 17039855 15482918 219969 197855 292780 269212 17552604 15949985 58797858 57645587 -1437658 -164961 X false true X true false X 139652 46327 807798 876104 819568 2689449 6873528 3604374 45317627 47055872 49892733 152744134 7013180 3650701 46125425 47931976 50712301 155433583 155433583 25693 12938 399261 370051 73407 881350 25693 12938 399261 370051 73407 881350 67845 39178 922850 756228 655823 2441924 7106718 3702817 47447536 49058255 51441531 158756857 0.97910 0.96790 0.01000 0.01000 X PART II, LINE 12 MISCELLANEOUS INCOME 1,007,543 MANAGEMENT INCOME 1,434,381 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 31813 false false 31813 false SCHEDULE C, PART II-B, LINE 1 FAIR REIMBURSEMENTS FOR MEDICAID/MEDICARE RESIDENT CARE AND RELATED LONG-TERM SERVICES ISSUES. - IN WASHINGTON, WE WERE ABLE TO MEET WITH LEGISLATORS AND/OR THEIR AIDES, INCLUDING THE OFFICES OF SENATOR ROB PORTMAN, CONGRESSMAN BOB LATTA, CONGRESSMAN JIM JORDAN, AND CONGRESSWOMAN MARCY KAPTUR. WE ADDRESSED THE ISSUES OF: OPRESERVING CHARITABLE DEDUCTIONS (JOHN'S STORY) OPRESERVING HUD RESIDUAL RECEIPTS OWAIVING THREE DAY HOSPITAL STAY REQUIREMENT OELIMINATING HOSPITAL OBSERVATION DAYS OCOST-REDUCTION: ALLOWING CROSSOVER MEDICAID MEDICARE SERVICES IN HUD HOUSING OOLDER AMERICANS ACT - UPDATE FUNDING OPASSPORT COST ADVANTAGE - WE LOBBIED OUR STATE LEGISLATORS REQUESTING THEIR SUPPORT OF MEDICAID EXPANSION WHICH WILL PROVIDE COVERAGE FOR THOSE WHO FALL "BETWEEN THE CRACKS" BY PROVIDING COVERAGE FOR THOSE UP TO 138% OF POVERTY LEVEL. - WE LOBBIED OUR FEDERAL LEGISLATORS, REQUESTING THEIR SUPPORT OF HR 1179, THE IMPROVING ACCESS TO MEDICARE COVERAGE ACT. THIS LEGISLATION FIXES A CRITICAL PROBLEM FOR MEDICARE BENEFICIARIES WHO HAVE BEEN KEPT IN A HOSPITAL UNDER OBSERVATION STATUS FOR EXTENDED PERIODS BUT NEVER ADMITTED AS INPATIENTS. UPON THEIR RELEASE, THEY ARE NOT ELIGIBLE FOR MEDICARE COVERAGE OF POST-ACUTE CARE BECAUSE THEY DO NOT MEET THE THREE-DAY HOSPITALIZATION REQUIREMENT, EVEN THOUGHT HEY WERE IN A HOSPITAL BED FOR THREE DAYS OR LONGER. THESE BENEFICIARIES INCUR SUBSTANTIAL OUT-OF-POCKET COST FOR THEIR POST-ACUTE CARE. THE IMPROVING ACCESS TO MEDICARE COVERAGE ACT PROVIDES THAT OBSERVATION STAYS WILL BE COUNTED TOWARD THE THREE-DAY HOSPITALIZATION REQUIREMENT FOR MEDICARE COVERAGE OF POST-ACRE CARE. THE LEGISLATION WILL ENSURE THAT IF BENEFICIARIES NEED POST-ACUTE CARE UPON THEIR RELEASE FROM THE HOSPITAL, THE COST WILL BE PAID BY MEDICARE. - WE LOBBIED FEDERAL LEGISLATORS TO SUPPORT FUNDING FOR CONSTRUCTION OF NEW UNITS OF AFFORDABLE HOUSING FOR VERY LOW-INCOME SENIORS UNDER THE SECTION 202 HOUSING PROGRAM. SPECIFICALLY SENATE BILL S.1243, THE FY14 APPROPRIATIONS BILL FOR THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). - WE LOBBIED FEDERAL LEGISLATORS TO END THE DRASTIC BUDGET CUTS UNDER THE SEQUESTER AS THIS WILL HARM OUR MOST VULNERABLE SENIORS, DENYING THEM THE SUPPORT THEY NEED TO AVOID HUNGER AND MALNOURISHMENT, PAYING THEIR HEATING BILL, AND AFFORDING DECENT HOUSING. - WE LOBBIED ARE FEDERAL LEGISLATORS TO SUPPORT LOW INCOME HOUSING TAX CREDIT PROGRAM AS THEY WERE REWRITING THE UNITED STATES TAX CODE. AS A PRIMARY SOURCE OF CAPITAL FOR AFFORDABLE SENIOR HOUSING, THE LOW INCOME HOUSING TAX CREDIT IS A BOON TO THE ECONOMY, CREATING JOBS AND INVESTMENTS IN MULTIFAMILY HOUSING AND COMMUNITIES AND MEETS AN IMPORTANT PUBLIC POLICY OBJECTIVE TO PROVIDE AFFORDABLE HOUSING TO THOSE LOW AND MODERATE INCOME SENIORS WHO CRITICALLY NEED AFFORDABLE SUPPORTIVE HOUSING. - WE SIGNED ON TO THE OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS (OANO) AND THE INDEPENDENT SECTOR'S LETTER THAT ADVOCATED FOR MAINTAINING THE CHARITABLE DEDUCTION WITHIN THE TAX CODE. - WE LOBBIED OUR FEDERAL LEGISLATORS FOR FUNDING FOR SENIOR HOUSING, EXTENDING THE EXCEPTIONS PROCESS FOR THERAPY CAPS, AND FIXING THE OBSERVATION DAYS PROBLEM. - WE WERE ABLE TO SPEAK WITH OUR STATE LEGISLATORS AT THE ANNUAL CHAMBER LEGISLATIVE BREAKFAST, HELPING THEM TO UNDERSTAND THE ISSUES AND DECISIONS THEY MAKE AS THEY AFFECT THE ELDERLY THROUGHOUT OHIO AND SPECIFICALLY THOSE WE SERVE. 1557685 1557685 56688924 31371988 25316936 2197482 1363140 834342 9827974 7641922 2186052 896918 896918 30791933 OTHER A/R & ADVANCES 3262112 INTEREST IN LHS FOUNDATION 2537707 INTEREST IN LIFE LEASES 1941890 FINANCING FEES 1051337 INVESTMENT IN HOME HEALTH 400000 BENEFICIAL INTEREST IN TRUST 353244 GOODWILL 113760 DEPOSITS 28341 OTHER 25000 9713391 DUE TO RELATED PARTY 1415683 DEPOSITS 321574 OTHER 117842 1855099 X SCHEDULE D, PAGE 3, PART X FEDERAL INCOME TAXES -ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. false LHS FOUNDATION 2021 N MCCORD RD TOLEDO OH 43615 341678593 300710 CONTRIBUTION LUTHERAN HOUSING SERVICES 18 80 S WHEELING OREGON OH 43616 300037439 14582 OPERATIONAL ASSIST. LUTHERAN HOUSING SERVICES 2519-21 N HOLLAND-SYLVANIA RD TOLEDO OH 43615 341268346 84290 LUTHERAN HOUSING SERVICES 3 36 EXECUTIVE DR NORWALK OH 44857 341313007 65113 LUTHERAN HOUSING SERVICES 6 2472 LUTHER HILLS CIRCLE OREGON OH 43616 341364623 14582 LUTHERAN HOUSING SERVICES 10 1780 WHETSTONE BUCYRUS OH 44820 311515028 119022 X X X false true false false false false false false false MARY SHURTS - LHS INC TREASURER/CFO 180000 61264 7451 6963 255678 19800 DAVID I ROBERTS - LHS INC PRESIDENT & CEO 238192 116720 6804 361716 DONNA KONST VP FOR L/T SERVICES 163012 6869 15537 185418 LORINDA SCHALK VP-YOUTH & HOUSING 154522 6572 10263 171357 KENNETH MAUER - LAW OFFICE FORMER CHAIR 103265 575 103265 575 SCHEDULE J, PAGE 1, PART I, LINE 4 MARY SHURTS - LHS, INC. 0 61,264 0 DAVID I ROBERTS - LHS, INC. 0 107,000 0 A COUNTY OF LUCAS OHIO 346400806 549308BS2 2010-12-09 31945000 SEE PART VI false false false A 2012 true true true true A false false false false false false false A false true false false false false false false false SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION COUNTY OF LUCAS, OHIO (1) FUND CAPITAL PROJECTS; (2) RETIRE PRIOR INDEBTEDNESS; (3) FUND THE DEBT SERVICE RESERVE; (4) PAY FOR BOND ISSUANCE COSTS; AND (5) FINANCE TERMINATION PAYMENTS RELATING TO INTEREST RATE SWAPS. MARSHALL & MELHORN LLC FORMER CHAIR 103740 LEGAL FEES PAID false FORM 990 - ORGANIZATION'S MISSION LUTHERAN HOMES SOCIETY, INC. IS A NOT-FOR-PROFIT CORPORATION THAT PROVIDES RESIDENTIAL CARE AND SUPPORTIVE SERVICES FOR YOUTH AND ELDERLY IN NORTHWESTERN OHIO AND SOUTHEASTERN MICHIGAN. AS A FAITH-BASED PROVIDER OF SUCH SERVICES, LUTHERAN HOMES SOCIETY CONTINUES TO HONOR ITS MISSION TO EXTEND ITS SERVICES TO THE VULNERABLE OF OUR POPULATION. OUR MISSION STATEMENT: AS FOLLOWERS OF CHRIST, WE ARE CALLED DO TO WHAT LIES WITHIN OUR POWER TO SHARE BURDENS THAT WEIGH UPON THE YOUNG AND THE OLD AND TO ALLEVIATE SORROW AND MISERY IN HIS NAME. YOUTH ARE SERVED THROUGH COMMUNITY-BASED RESIDENTIAL TREATMENT GROUP HOMES, SUPPORTIVE SERVICES FOR YOUTH AND THEIR FAMILIES, AND AN ASPERGER'S PROGRAM CONSISTING OF BOTH RESIDENTIAL AND DAY TREATMENT PROGRAMS. THE ELDERLY ARE SERVED IN INDEPENDENT LIVING, ASSISTED LIVING, AND EXTENDED CARE RESIDENTIAL SETTINGS. LUTHERAN HOMES SOCIETY ALSO SERVES THE COMMUNITY THROUGH SERVICE COORDINATION, WHICH ASSISTS THE ELDERLY IN ACCESSING NEEDED SERVICES, THEREBY ENABLING THEM TO CONTINUE LIVING IN INDEPENDENT SETTINGS. IN TOTAL FOR 2013, ALL OF LUTHERAN HOMES SOCIETY MINISTRIES PROVIDED OVER 4 MILLION IN CHARITABLE CARE AND COMMUNITY BENEFIT. THAT AMOUNT INCLUDES COMMUNITY BENEFIT FOR THOSE UNREIMBURSED FROM MEDICAID. FORM 990, PAGE 2, PART III, LINE 4A (CONTINUED) SERVICES INCLUDE THREE NUTRITIOUS MEALS EACH DAY, HOUSEKEEPING, LAUNDRY, MEDICATION MANAGEMENT, SPECIAL EVENTS TRANSPORTATION, PLANNED AND SUPERVISED ACTIVIES, ASSISTANCE WITH DAILY TASKS, THERAPY, AND OTHER SERVICES. THERE ARE ALSO APARTMENTS TO PROVIDE HOUSING FOR THE ELDERLY WHO DON'T REQUIRE THE SERVICES PROVIDED IN THE SKILLED NURSING OR ASSISTED LIVING SETTINGS. FORM 990, PAGE 2, PART III, LINE 4B (CONTINUED) BEEN SERVED IN OUT OF HOME PLACEMENT SERVICES. SERVICES PROVIDED INCLUDE COMMUNITY-BASED RESIDENTIAL HOMES, ON-GROUND SBH OR SED CLASSROOMS, PARTNERS IN TREATMENT FAMILY WEEKENDS, MENTORING, DIAGNOSTIC ASSESSMENT, INDIVIDUAL AND GROUP COUNSELING, MENTAL HEALTH EDUCATION, CAMPUS-BASED RESIDENTIAL SERVICES, AND RESIDENTIAL AND DAY-TREATMENT PROGRAMS FOR YOUTH DIAGNOSED WITH ASPERGER'S DISORDER. FAMILY & YOUTH SERVICES HAS ALWAYS BEEN AN EXEMPLARY PROVIDER OF COMPASSIONATE, QUALITY CARE TO THOSE WE SERVE, BUT WE ARE ALSO COMMITTED TO IMPROVING AND CONTRIBUTING TO THE COMMUNITY IN WHICH WE LIVE AND WORK. IN ADDITION TO THE RESIDENTS AND CLIENTS SERVED DIRECTLY, A WIDE VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES CONTRIBUTE TO THE ACCOMPLISHMENT OF OUR TAX- EXEMPT PURPOSE. FAMILY & YOUTH SERVICE SENIOR LEADERSHIP ALSO PROVIDED SERVICE TO THE COMMUNITY BY SERVING ON COMMUNITY BOARDS, COMMITTEES, OR TASK FORCES, TO ENHANCE THE GENERAL WELFARE OF THE COMMUNITY. FORM 990, PAGE 2, PART III, LINE 4C (CONTINUED) RELATED FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE ELDERLY, AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS AND LONGER LIVING. FORM 990, PAGE 6, PART VI, LINE 2 DAVID ROBERTS LYNN OLMAN DIRECTOR CHAIR PERSONAL AUTO INS. PURCHASE DAVID ROBERTS LYNN OLMAN DIRECTOR CHAIR MONEY MARKET ACCOUNT FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD IS ELECTED BY REPRESENTATIVES OF THE 168 MEMBER CONGREGATIONS. FORM 990, PAGE 6, PART VI, LINE 7B THE MEMBER CONGEGRATIONS APPROVE CHANGES TO THE ARTICLES OF INCORPORATION AND CODE OF REGULATIONS. FORM 990, PAGE 6, PART VI, LINE 11B THE TREASURER OF THE BOARD DOES A THOROUGH REVIEW OF THE 990S. DUE TO THE EXCESSIVE NUMBER (18) OF 990S FILED AND PREPARED BY LUTHERAN HOMES SOCIETY AS A PARENT ORGANIZATION, THEY ARE POSTED TO AN INTERNAL WEBSITE UPON COMPLETION FOR REVIEW BY BOARD MEMBERS. AFTER A ONE WEEK REVIEW AND COMMENT PERIOD, THEY ARE FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICTS OF INTEREST POLICY IS ENFORCED THRU THE ACCOUNTS PAYABLE PROCESS AS WELL AS OUR INTERNAL AUDIT PROGRAM. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION OF THE CEO IS APPROVED BY THE BOARD. THE COMPENSATION IS DETERMINED USING WAGE INFORMATION OF COMPARATIVE INDUSTRIES. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION OF THE CFO AND OTHER KEY EMPLOYEES IS APPROVED BY THE BOARD. THE COMPENSATION FOR POSITIONS ARE DETERMINED USING WAGE INFORMATION OF COMPARATIVE INDUSTRIES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN INTEREST IN LHS FOUNDATION -164,961 LHS FOUNDATION INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341678593 FUND CORP OH 501C3 11D NO false LHS MANAGEMENT SERVICES INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341930333 MGMT SERV OH 501C3 9 NO false LUTHERAN DEVELOPMENT CORPORATION 2021 NORTH MCCORD ROAD TOLEDO OH 43615 311275380 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341268346 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 1 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341313004 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 2 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341313006 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 3 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341313007 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 5 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341313009 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 6 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341364623 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 7 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341364624 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 8 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341752591 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 9 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341801635 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 10 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 311515028 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 12 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 311515034 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 13 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341889735 SR LIVING OH 501C3 9 NO false LUTHERAN HOUSING SERVICES 18 INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 300037439 SR LIVING OH 501C3 9 NO false CREEKSIDE CONDO OWNER'S ASSOCIATION 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341878025 SR LIVING OH 501C6 NO false BAVARIAN VILLAGE CONDO OWNER'S ASSO 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341671358 SR LIVING OH 501C6 NO false false true true true true false false false false false false true true false false true true true false CREEKSIDE CONDO OWNERS ASSOCIATION O 114053 CREEKSIDE CONDO OWNERS ASSOCIATION Q 96730 CREEKSIDE CONDO OWNERS ASSOCIATION R 140096 LHS FOUNDATION INC C 812068 LHS FOUNDATION INC B 300710 LHS FOUNDATION INC L 425927 LHS FOUNDATION INC E 1416515 LUTHERAN HOUSING SERVICES 1 INC L 179963 LUTHERAN HOUSING SERVICES 1 INC Q 56066 LUTHERAN HOUSING SERVICES 10 INC L 70025 LUTHERAN HOUSING SERVICES 10 INC B 119022 LUTHERAN HOUSING SERVICES 12 INC L 57654 LUTHERAN HOUSING SERVICES 18 INC L 68034 LUTHERAN HOUSING SERVICES 18 INC O 52682 LUTHERAN HOUSING SERVICES 2 INC L 136653 LUTHERAN HOUSING SERVICES 3 INC L 90978 LUTHERAN HOUSING SERVICES 3 INC B 65113 LUTHERAN HOUSING SERVICES 5 INC L 87204 LUTHERAN HOUSING SERVICES 6 INC D 793302 LUTHERAN HOUSING SERVICES 6 INC L 120586 LUTHERAN HOUSING SERVICES 7 INC D 1162190 LUTHERAN HOUSING SERVICES 7 INC L 80511 LUTHERAN HOUSING SERVICES 8 INC L 138283 LUTHERAN HOUSING SERVICES 8 INC S 300710 LUTHERAN HOUSING SERVICES 9 INC R 250000 LUTHERAN HOUSING SERVICES INC L 149673 LUTHERAN HOUSING SERVICES INC B 84290