2014-11-17T10:49:46-06:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2013-01-01 390874802 LINCOLN LUTHERAN OF RACINE INC LINC 2626330500 2000 DOMANIK DRIVE RACINE WI 53406 MICHELLE PUTZ INTERIM CEO 2626330500 2014-11-17 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2014-11-17 2013 2015-11-30 17:44:51Z MICHELLE PUTZ 2000 DOMANIK DRIVE RACINE WI 53406 13881608 0 X WWW.LINCOLNLUTHERAN.COM X 1954 WI LINCOLN LUTHERAN OF RACINE CONSISTS OF A SKILLED NURSING FACILITY WHICH HAS 114 BEDS. THE AVERAGE OCCUPANCY IN 2013 WAS 91%, IT ALSO CONSISTS OF COMMUNITY SERVICES PROGRAMS WHICH IS ADULT DAYS SERVICES IN RACINE AND WEST RACINE COUNTY, HARMONY CLUB, AND HOMELINC 10 9 363 543 0 0 381532 440848 13694126 11598048 328575 322990 578090 1519722 14982323 13881608 0 0 0 0 9182191 7828826 0 0 74229 6477488 6635390 15659679 14464216 -677356 -582608 15803384 15104410 11140432 11024066 4662952 4080344 X LINCOLN LUTHERAN OF RACINE CONSISTS OF A SKILLED NURSING FACILITY WHICH HAS 114 BEDS. THE AVERAGE OCCUPANCY IN 2013 WAS 91%, IT ALSO CONSISTS OF COMMUNITY SERVICES PROGRAMS WHICH IS ADULT DAYS SERVICES IN RACINE AND WEST RACINE COUNTY, HARMONY CLUB, AND HOMELINC 0 0 8620499 7584000 LINCOLN VILLAGE IS A SKILLED NURSING FACILITY THAT SPECIALIZES IN SHORT TERM REHABILITATION. IT IS A CERTIFIED MEDICARE AND MEDICAID FACILITY. IT OFFERS A COMPREHENSIVE REHABILITATION PROGRAM TO MAXIMIZE YOUR FUNCTIONAL ABILITIES AND QUALITY OF LIFE. WE PROVIDE A THERAPY TEAM THAT CONSISTS OF OCCUPATIONAL, PHYSICAL, AND SPEECH THERAPISTS. 1870231 2307136 LINCOLN LUTHERAN OFFERS COMMUNITY SERVICES FOR THE ELDERLY AND HANDICAPPED. THIS INCLUDES AN ADULT DAY SERVICES PROGRAM IN RACINE AND WESTERN RACINE COUNTY. IT ALSO PROVIDES IN HOME NON NURSING CARE THROUGH THE HOMELINC PROGRAM AND HARMONY CLUB WHICH IS A SOCIAL DAY PROGRAM. IT IS A PROVIDER OF MEALS THROUGH IT'S MEALS ON WHEELS AND NUTRITION SITE PROGRAMS. 589114 633341 LINCOLN VILLAS REDEVELOPMENT IS A DISREGARDED ENTITY OF LINCOLN LUTHERAN OF RACINE WHICH WAS PURCHASED IN 2010. THIS IS A 99 UNIT LOW INCOME HOUSING PROJECT. THE PROJECT IS REGULATED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 81704 2848868 MANAGEMENT FEES, DEVELOPMENT FEES, OTHER PROGRAM SERVICES INCLUDED ARE SERVICE COORDINATORS FOR OUR HUD PROJECTS 81704 2848868 11161548 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 0 1 363 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 0 1 1 1 0 1 1 1 1 1 1 1 1 0 WI X LINCOLN LUTHERAN OF RACINE INC 2626330500 2000 DOMANIK DRIVE RACINE WI 53404 X DAVE TITUS BOD-PRESIDENT 1.00 6.00 X 0 0 0 MORRIS REECE BOD-VICE PRESDIENT 1.00 6.00 X 0 0 0 DANA O'BRIEN BOD-TREASURER 1.00 6.00 X 0 0 0 RAYNOND KOUKARI JR BOD-SECRETARY 1.00 6.00 X 0 0 0 CHERYL THOMAS BOD-MEMBER AT LARGE 1.00 6.00 X 0 0 0 GREGORY MUELLER BOARD MEMBER 1.00 6.00 X 0 0 0 JEFFREY COLLEN BOARD MEMBER 1.00 6.00 X 0 0 0 KRYSTYNA SARRAZIN BOARD MEMBER 1.00 6.00 X 0 0 0 EMMANUEL OTU BOARD MEMBER 1.00 6.00 X 0 0 0 DAVID ISSACSON BOARD MEMBER 1.00 6.00 X 0 0 0 JEFFREY NUEBAUER BOARD MEMBER 1.00 6.00 X 0 0 0 DANIEL RISCH CEO 35.00 5.00 X 181645 0 27392 FRED RICHARD BOVA CFO 40.00 0.00 X 71655 0 5987 CARLOYN SEEGER SENIOR VP 40.00 0.00 X 92165 0 9977 MARION PATTERSON VP-HR 40.00 0.00 X 94723 0 10958 MICHELLE PUTZ ADMINISTRATOR VILLAGE/INTERIM CEO 40.00 0.00 X 17250 0 3462 JENNY LAMMERT CONTROLLER 40.00 0.00 X 77826 0 13582 CLAUDIA SUE HARRIS ADMINISTRATOR VILLAGE 40.00 0.00 X 103872 0 10873 639136 0 82231 2 0 1 0 REHAB CARE GROUP PO BOX 503534 ST LOUIS MO 631503534 THERAPY SRVICES 1032991 SODEXO 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 DINING SERVICES PROVIDER 716071 OMINCARE PO BOX 715268 COLUMBUS OH 43271 HEALTH SERVICES 396698 SPECIALISED MEDICAL SERVICES 7237 SOLUTION CENTER CHICAGO IL 60677 CONSULTING SERVICES 136280 SUPERIOR HEALTH LINENE 230006 MOMENTUM PL CHICAGO IL 60689 LINEN SERVICES 135117 5 228715 212133 440848 ELDER CARE 623000 9009338 9009338 COMMUNITY SERVICE 624100 2225281 2225281 RENTAL INCOME 531110 363429 363429 11598048 322990 322990 67415 0 67415 67415 67415 DEVELOPMENT FEES 561000 725916 725916 MANAGEMENT FEE 561000 482094 482094 LOSS ON INVESTMENT OF SIENA ON TH 623000 145222 145222 99075 99075 1452307 13881608 13117770 0 322990 544291 544291 5494902 4724699 744153 26050 69929 69929 1112782 906923 204817 1042 606922 482590 121727 2605 128474 128474 64983 64983 843295 537665 305630 26926 19551 4926 2449 551270 328282 220013 2975 113413 80597 32816 377283 328585 48698 35777 35777 27734 3803 23921 10 333834 148108 185726 404244 323630 80614 291198 209907 81291 IMPAIRMENT/WI PROVIDER/ 679548 669211 10337 DIETARY 598664 598664 THERAPY (OT,PT,ST)/SUPP 585317 585317 BAD DEBT 518710 518710 1054720 695306 356093 3321 14464216 11161548 3228439 74229 412621 548381 923263 1004446 1774288 1172994 2732762 2924023 34718 31897 207253 142227 13720313 6568387 7449012 7151926 1287703 487491 981764 1641025 15803384 15104410 2733781 2788447 258104 242948 6899443 6420892 1249104 1571779 11140432 11024066 X 4662952 4080344 4662952 4080344 15803384 15104410 -582608 0 X X 0 1 X 1 1 1 X 661413 661413 9601086 3731471 5869615 126515 126515 0 2940401 2459292 481109 390898 251109 139789 7151926 FINANCIAL COSTS NET 47741 INVESTMENT IN SIENA ON THE LAKE 1593284 1641025 DEVELOPMENT FEE PAYABLE 327901 RESIDENTIAL CUSTODIAL ACCOUNTS 10144 SECURITY DEPOSITS 30095 DUE TO AFFILIATES 1203639 1571779 13881608 0 13881608 0 13881608 14464216 0 14464216 0 14464216 X 1 1 X 0 0 0 0 0 0 0 0 0 DANIEL RISCH CEO 180075 0 0 0 1570 0 15504 0 11888 0 209037 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINCOLN LUTHERAN HAS SEVERAL MEMBER CONGREGATIONS. THESE CONGREGATIONS DELEGATE AUTHORITY TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS MAY ELECT OTHER MEMBERS TO THE BOARD FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION PERFORMS A REVIEW TO ENSURE COMPLIANCE FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PERFORMS A REVIEW TO ENSURE COMPLIANCE FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A COMPENSATION COMMITTEE, WHICH IS PART OF THE BOARD OF DIRECTORS. SALARIES ARE DETERMINED BY PERFORMANCE APPRAISALS AND MARKET DATA FROM ASSOCIATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS THIS INFORMATION AVAILABLE UPON REQUEST FORM 990, PART VII DAVE TITUS - 1239 N SUNNYSLOPE DR #204, RACINE, WI 53406. MORRIS REECE - 1439 CRABAPPLE AVE, RACINE, WI 53405. RAYNOND KOUKARI JR. - 6350 WEMBLY LN, RACINE, WI 53406. CHERYL THOMAS - 16796 CHERRYWOOD LN, WADSWORTH, IL 60083. GREGORY MUELLER - 5122 ALEXANDER DR, RACINE, WI 53402. JEFFREY COLLEN - 2811 MAIN ST, RACINE, WI 53402. KRYSTYNA SARRAZIN - 1753 COLLEGE AVE, RACINE, WI 53403. EMMANUEL OTU - 7252 91ST AVE, KENOSHA, WI 53142. DAVID ISSACSON - 11 CEDARWOOD CT, RACINE, WI 53402. JEFFREY NUEBAUER - 1145 MAIN ST, RACINE, WI 53403. FORM 990, PART VII, SECTION A, LINE B THE HOURS RELATE PRIMARILY TO LINCOLN LUTHERAN OF RACINE. THE REMAINING HOURS ARE SPENT ON RELATED ORGANIZATIONS FORM 990, PART XII, LINE 2C THE ORGAINZIATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE REVIEW OF ITS FINANCIAL STATEMENTS. LINCOLN VILLAS REDEVELOPMENT LLC 2000 DOMANIK DR RACINE WI 53404 383781716 DEVELOPMENT COMPANY WI LINCOLN LUTHERAN OF RACINE LINCOLN MANOR REDEVELOPMENT 2000 DOMANIK DR RACINE WI 53404 800451348 ELDERLY HOUSING WI LINCOLN LUTHERAN OF RACINE LINCOLN LUTHERAN COMMUNITY CARE 2000 DOMANIK DR RACINE WI 53404 391674718 NURSING HOME WI 501(C)(3) LINE 9 LINCOLN LUTHERAN OF RACINE 1 TRINITY TERRACE 2000 DOMANIK DR RACINE WI 53404 391667734 LOW INCOME HOUSING WI 501(C)(3) LINE 9 LINCOLN LUTHERAN OF RACINE 1 LINCOLN VILLAS NORTH INC 2000 DOMANIK DR RACINE WI 53404 391363010 LOW INCOME HOUSING WI 501(C)(3) LINE 9 LINCOLN LUTHERAN OF RACINE 1 LINCOLN LUTHERAN CHARITABLE TRUST 2000 DOMANIK DR RACINE WI 53404 391316328 INVESTMENTS FOR LINCOLN LUTHERAN WI 501(C)(3) LINE 9 LINCOLN LUTHERAN OF RACINE 1 ATRIUM OF RACINE INC 2000 DOMANIK DR RACINE WI 53404 391615970 INDEPENDENT HOUSING/ASSISTED LIVING WI 501(C)(3) LINE 9 LINCOLN LUTHERAN OF RACINE 1 SIENA OF THE LAKE 2000 DOMANIK DR RACINE WI 53404 452814682 SENIOR SERVICES WI 501(C)(3) LINE 9 LINCOLN LUTHERAN OF RACINE 1 LINCOLN MANOR REDEVELOPMENT 2000 DOMANIK DR RACINE WI 53404 800451348 LOW INCOME HOUSING WI LINCOLN LUTHERAN OF RACINE RELATED 6093295 0 0 1.00000 LINCOLN VILLAS REDEVELPOMENT 2000 DOMANIK DR RACINE WI 53404 383781716 LOW INCOME HOUSING WI LINCOLN LUTHERAN OF RACINE RELATED 6882555 0 0 1.00000 LMR MANAGING MEMBER 2000 DOMANIK DR RACINE WI 53404 203502780 MANAGING MEMBER WI LINCOLN LUTHERAN OF RACINE C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 LINCOLN LUTHERAN COMMUNITY CARE CORPORATION L 402960 ACTUAL LINCOLN MANOR L 55634 ACTUAL LINCOLN VILLAS NORTH L 42863 ACTUAL TRINITY TERRACE L 21012 ACTUAL