LUTHERAN ORPHANS AND OLD FOLKS HOME: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN ORPHANS AND OLD FOLKS HOME (EIN 34-1801637)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-22
- IRS object ID
- 201133269349300113
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule L
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-22T11:42:18-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341801637 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN ORPHANS AND OLD FOLKS HOME | BusinessNameLine1 |
| Business Name Line2 | SOCIETY AT WOLF CREEK INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 4198614990 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 NORTH MCCORD ROAD | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43615 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY SHURTS | Name |
| Title | TREASURER | Title |
| Phone | 4198614990 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Terminated Return | X | TerminatedReturn |
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | REV STEPHEN BAUERLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 NORTH MCCORD ROAD | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15125919 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LHSOH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE PRIMARY EXEMPT PURPOSE OF LUTHERAN ORPHANS' & OLD FOLKS' HOME SOCIETY AT WOLF CREEK IS TO PROVIDE LONG-TERM INTERMEDIATE CARE TO A MAXIMUM OF 135 RESIDENTS & 79 ASSISTED LIVING RESIDENTS. (SEE SCH O FOR ADDITIONAL INFO) LUTHERAN ORPHANS' AND OLD FOLKS' HOME SOCIETY AT WOLF CREEK, INC. IS A JOINT VENTURE OF LUTHERAN HOMES SOCIETY, INC. AND ST. LUKE'S HOSPITAL. AS THE MAJORITY PARTNER, LUTHERAN HOMES SOCIETY IS THE MANAGING AGENT FOR LUTHERAN VILLAGE AT WOLF CREEK. LUTHERAN HOMES SOCIETY, INC. PROMOTES AND FACILITATES THE CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES FOR WHICH IT HAS RECEIVED TAX EXEMPTION, BY PROVIDING LUTHERAN VILLAGE AT WOLF CREEK WITH BENEFITS AND SERVICES TO SUPPORT THE MINISTRY, INCLUDING BUT NOT LIMITED TO: PROVIDING EXECUTIVE MANAGEMENT IN TERMS OF SUPERVISION, STRATEGIC PLANNING, POLICY FORMULATION, AND ADVOCACY; ENGAGING IN ACTIVITIES INTENDED TO ASSIST LUTHERAN VILLAGE AT WOLF CREEK DIRECTLY OR INDIRECTLY IN PROMOTING THE GENERAL HEALTH AND W | ActivityOrMissionDescription |
| Termination Or Contraction | X | TerminationOrContraction |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 340 | TotalNbrEmployees |
| Total Nbr Volunteers | 207 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 20637 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8879 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14406792 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14972210 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2523 | InvestmentIncomePriorYear |
| Investment Income Current Year | 81122 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 138223 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20348 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14563129 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15082559 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6632529 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6808223 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7492885 | OtherExpensePriorYear |
| Other Expenses Current Year | 8334234 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14125414 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15142457 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 437715 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -59898 | RevenuesLessExpensesCY |
| Total Assets BOY | 19493726 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Liabilities BOY | 11135832 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8357894 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PRIMARY EXEMPT PURPOSE OF LUTHERAN ORPHANS' & OLD FOLKS' HOME SOCIETY AT WOLF CREEK IS TO PROVIDE LONG-TERM INTERMEDIATE CARE TO A MAXIMUM OF 135 RESIDENTS & 79 ASSISTED LIVING RESIDENTS. (SEE SCH O FOR ADDITIONAL INFO) LUTHERAN ORPHANS' AND OLD FOLKS' HOME SOCIETY AT WOLF CREEK, INC. IS A JOINT VENTURE OF LUTHERAN HOMES SOCIETY, INC. AND ST. LUKE'S HOSPITAL. AS THE MAJORITY PARTNER, LUTHERAN HOMES SOCIETY IS THE MANAGING AGENT FOR LUTHERAN VILLAGE AT WOLF CREEK. LUTHERAN HOMES SOCIETY, INC. PROMOTES AND FACILITATES THE CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES FOR WHICH IT HAS RECEIVED TAX EXEMPTION, BY PROVIDING LUTHERAN VILLAGE AT WOLF CREEK WITH BENEFITS AND SERVICES TO SUPPORT THE MINISTRY, INCLUDING BUT NOT LIMITED TO: PROVIDING EXECUTIVE MANAGEMENT IN TERMS OF SUPERVISION, STRATEGIC PLANNING, POLICY FORMULATION, AND ADVOCACY; ENGAGING IN ACTIVITIES INTENDED TO ASSIST LUTHERAN VILLAGE AT WOLF CREEK DIRECTLY OR INDIRECTLY IN PROMOTING THE GENERAL HEALTH AND W | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 12339454 | Expense |
| Revenue | 14876080 | Revenue |
| Description | LUTHERAN ORPHANS' AND OLD FOLKS' HOME SOCIETY AT WOLF CREEK (LUTHERAN VILLAGE AT WOLF CREEK) IS A NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES RESIDENTIAL CARE AND SUPPORTIVE SERVICES FOR THE ELDERLY. AS A FAITH-BASED PROVIDER OF SUCH SERVICES, LUTHERAN VILLAGE AT WOLF CREEK CONTINUES TO HONOR ITS MISSION TO EXTEND ITS SERVICES TO THE VULNERABLE OF OUR POPULATION, SPECIFICALLY ELDERLY. WE DEMONSTRATE BEHAVIORS REFLECTING OUR CORE VALUES OF FAITHFULNESS TO CHRIST, EQUALITY AND JUSTICE, WHOLENESS OF LIFE, INTEGRITY, QUALITY OF SERVICE, AND STEWARDSHIP OF RESOURCES. (SEE ADDITIONAL INFO ON SCHEDULE O) LUTHERAN ORPHANS' AND OLD FOLKS' HOME SOCIETY AT WOLF CREEK OVERVIEW SERVICES PROVIDED THROUGH THE SKILLED NURSING CARE CENTER INCLUDE 24-HOUR SKILLED NURSING CARE, INTENSIVE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, 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 ADVOCATE. ASSISTED LIVING RESIDENTS MAY CHOOSE FROM A WIDE RANGE OF SERVICES AND AMENITIES DEPENDING UPON THEIR SPECIFIC NEEDS. 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. IN 2010, LUTHERAN ORPHANS' AND OLD FOLKS' HOME SOCIETY AT WOLF CREEK (LUTHERAN VILLAGE AT WOLF CREEK) PROVIDED RESIDENTIAL AND SUPPORTIVE SERVICES TO THE ELDERLY FOR A TOTAL OF 75,746 RESIDENT DAYS. LUTHERAN VILLAGE AT WOLF CREEK PROVIDED 79,947 IN CHARITABLE CARE IN 2010 AND PROVIDED AN ADDITIONAL 1,125,304 IN COMMUNITY BENEFIT. THESE DOLLARS INCLUDE CHARITY CARE FOR THOSE WHO CANNOT PAY AND BELOW-COST REIMBURSEMENT FROM MEDICARE AND MEDICAID. LUTHERAN VILLAGE AT WOLF CREEK, AS PART OF THE MANY MINISTRIES OF LUTHERAN HOMES SOCIETY, 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. | Description |
| Total Program Service Expense | 12339454 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | true | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 340 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY SHURTS | NamePerson |
| Telephone Number | 4198614905 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 NORTH MCCORD ROAD | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43615 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID ROBERTS - LHS INC | ||||||
| PERM DIRECTO | 0.00 | X | 0 | 197497 | 55483 | |
| BONNIE STEPANIAN | ||||||
| EXEC DIR | 40.00 | X | 101000 | 0 | 18497 | |
| KENNETH MAUER | ||||||
| PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| DANIEL KUNOS | ||||||
| VICE CHAIR | 0.00 | X | 0 | 0 | 0 | X |
| JANET DORR | ||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | X |
| REV DOUGLAS MEILANDER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DANIEL PERRY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MARY SHURTS - LHS INC | ||||||
| TREASURER | 0.00 | 0 | 175000 | 25435 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 101000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 372497 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 99415 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| UNITED REHABILITATION | ||||||
| 3949 SUNFOREST COURT SUITE 101 | TOLEDO | OH | 43623 | THERAPY SERVICE | 1020440 | |
| MIDWEST CONTRACTING INC | ||||||
| 1428 ALBON ROAD | MAUMEE | OH | 43528 | CONTRACTOR | 778004 | |
| COMPLETE REFRIGERATION LLC | ||||||
| 13336 BISHOP ROAD | BOWLING GREEN | OH | 43402 | CONTRACTOR | 147440 | |
| PRELUDE SERVICES | ||||||
| 3911 HARTZDALE DRIVE | CAMP HILL | PA | 17011 | IT SERVICES | 110538 | |
| MED1CARE OF TOLEDO LLC | ||||||
| 101 W SANDUSKY ST | FINDLAY | OH | 45840 | NURSING SERVICE | 102213 | SUITE 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 8879 | RelatedOrganizations |
| Total Contributions | 8879 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| PRIVATE PAY | 6116935 | 6116935 |
| MEDICARE AND MEDICAID PAYMENT | 6086914 | 6086914 |
| MANAGED CARE | 2225848 | 2225848 |
| OTHER PAYOR SOURCES | 505563 | 505563 |
| APPLICATION AND CAMPUS FEES | 36950 | 36950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14972210 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84839 | TotalRevenueColumn |
| Exclusion | $84,839 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6800 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5966 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 834 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 834 | TotalRevenueColumn |
| Exclusion | $834 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33677 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32267 | Securities |
| Other | 5127 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1410 | Securities |
| Other | -5127 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3717 | TotalRevenueColumn |
| Related Or Exempt Function Income | -3717 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Total Revenue Column | 19514 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19514 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19514 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15082559 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14988007 | RelatedOrExemptFunctionIncome |
| Exclusion | $85,673 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119497 | Total |
| Management And General | 119497 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5471704 | Total |
| Program Services | 5281282 | ProgramServices |
| Management And General | 190422 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157227 | Total |
| Program Services | 150868 | ProgramServices |
| Management And General | 6359 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 654285 | Total |
| Program Services | 622219 | ProgramServices |
| Management And General | 32066 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405510 | Total |
| Program Services | 384234 | ProgramServices |
| Management And General | 21276 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170456 | Total |
| Management And General | 170456 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15711 | Total |
| Management And General | 15711 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1474613 | Total |
| Program Services | 1455997 | ProgramServices |
| Management And General | 18616 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28641 | Total |
| Management And General | 28641 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71296 | Total |
| Management And General | 71296 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445157 | Total |
| Program Services | 400641 | ProgramServices |
| Management And General | 44516 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10042 | Total |
| Program Services | 8779 | ProgramServices |
| Management And General | 1263 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7787 | Total |
| Program Services | 6350 | ProgramServices |
| Management And General | 1437 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476310 | Total |
| Program Services | 428679 | ProgramServices |
| Management And General | 47631 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1615646 | Total |
| Management And General | 1615646 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1203094 | Total |
| Program Services | 1082785 | ProgramServices |
| Management And General | 120309 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151598 | Total |
| Program Services | 136438 | ProgramServices |
| Management And General | 15160 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DUES, LICENCES & SUBSCRIP | 627510 | 595816 | 31694 |
| RESIDENT CARE SUPPLIES | 575041 | 575041 | |
| FOOD/DIETARY EXPENES | 558278 | 558278 | |
| BAD DEBT EXPENSE | 308207 | 308207 | |
| SUPPLIES AND EQUIPMENT | 223021 | 165808 | 57213 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371826 | Total |
| Program Services | 178032 | ProgramServices |
| Management And General | 193794 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15142457 | Total |
| Program Services | 12339454 | ProgramServices |
| Management And General | 2803003 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2358772 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3153982 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89513 | BOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9194421 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1075403 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3621635 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19493726 | BOY |
| EOY | 0 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195803 | BOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9232238 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707791 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11135832 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8329436 | BOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28458 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8357894 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19493726 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -59898 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8297996 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 34785 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20637 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8879 | CurrentTaxYear |
| Total | 99616 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13237625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13558860 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13872116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14406792 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14972210 | CurrentTaxYear |
| Total | 70047603 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13237625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13593645 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13907431 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14427429 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14981089 | CurrentTaxYear |
| Total | 70147219 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 70147219 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79789 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74083 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48774 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71649 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84839 | CurrentTaxYear |
| Total | 359134 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79789 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74083 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48774 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71649 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84839 | CurrentTaxYear |
| Total | 359134 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 246468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 256809 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 196989 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 138223 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19514 | CurrentTaxYear |
| Total | 858003 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13563882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13924537 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14153194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14637301 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15085442 | CurrentTaxYear |
| Total | 71364356 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98290 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97920 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
| Total Revenue | 15082559 | TotalRevenue |
| Total Expenses | 15142457 | TotalExpenses |
| Excess Or Deficit For Year | -59898 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 131182 | NetUnrealizedGLOnInvestments |
| Other | -$3,486,719 | OtherAmount |
| Total Adjustments | -3355537 | TotalAdjustments |
| Excess Or Deficit Per FS | -3415435 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15240330 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 131182 | NetUnrealizedGainsInvestments |
| Other Revenues | 26589 | OtherRevenues |
| Revenue Not Rptd F990 | 157771 | RevenueNotRptdF990 |
| Revenue Subtotal | 15082559 | RevenueSubtotal |
| Total Revenue Per Form990 | 15082559 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18655765 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3513308 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3513308 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15142457 | ExpensesSubtotal |
| Total Expenses Per Form990 | 15142457 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN INTEREST - LHS FOUNDATION 26,589 UNREALIZED LOSS ON INTEREST RATE SWAP -13,308 ST LUKES NONCONTROLLING INTEREST -3,500,000 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN INTEREST - LHS FOUNDATION 26,589 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | UNREALIZED LOSS ON INTEREST RATE SWAP 13,308 ST LUKES NONCONTROLLING INTEREST 3,500,000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|
| DAVID ROBERTS - LHS INC | |||||
| 197008 | 489 | 48260 | 7223 | 252980 | 224612 |
| MARY SHURTS - LHS INC | |||||
| 175000 | 15250 | 10185 | 200435 | 183012 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 4 | ReturnReference |
| Explanation | DAVID ROBERTS - LHS, INC. 0 40,380 0 MARY SHURTS - LHS, INC. 0 10,000 0 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL & MELHORN LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD PRESIDENT | Relationship |
| Amount Of Transaction | 131271 | AmountOfTransaction |
| Description Of Transaction | LEGAL FEES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule N IRS990ScheduleN
Disposition Table DispositionTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | NET ASSETS | DescriptionOfAsset |
| Date Of Distribution | 2010-12-31 | DateOfDistribution |
| FMV Of Asset | 4942459 | FMVOfAsset |
| Method Of FMV Determination | BOOK VALUE | MethodOfFMVDetermination |
| EIN | 311565719 | EIN |
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LHS FAMILY & YOUTH SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 N MCCORD ROAD | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2 |
| Employee Of Successor2 | false | EmployeeOfSuccessor2 |
| Owner Of Successor2 | false | OwnerOfSuccessor2 |
| Receive Compensation2 | false | ReceiveCompensation2 |
Form990 Schedule N Part III Form990ScheduleNPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE N | ReturnReference |
| Explanation | EFFECTIVE AT MIDNIGHT ON DECEMBER 31 2010 THE NET ASSETS OF THIS CORPORATION ALONG WITH NINE OTHER RELATED CORPORATIONS MERGED INTO ONE CORPORATION LHS FAMILY YOUTH SERVICES INC EIN XXX-XX-XXXX EFFECTIVE JANUARY 1 2011 LHS FAMILY YOUTH SERVICES INC CHANGED ITS NAME TO LUTHERAN HOMES SOCIETY INC | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AMENDED RETURN EXPLANATION | FORM 990, PAGE 1, ITEM B | RECLASSIFICATION OF EXECUTIVE SALARIES |
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE PRIMARY EXEMPT PURPOSE OF LUTHERAN ORPHANS' & OLD FOLKS' HOME SOCIETY AT WOLF CREEK IS TO PROVIDE LONG-TERM INTERMEDIATE CARE TO A MAXIMUM OF 135 RESIDENTS & 79 ASSISTED LIVING RESIDENTS. (SEE SCH O FOR ADDITIONAL INFO) LUTHERAN ORPHANS' AND OLD FOLKS' HOME SOCIETY AT WOLF CREEK, INC. IS A JOINT VENTURE OF LUTHERAN HOMES SOCIETY, INC. AND ST. LUKE'S HOSPITAL. AS THE MAJORITY PARTNER, LUTHERAN HOMES SOCIETY IS THE MANAGING AGENT FOR LUTHERAN VILLAGE AT WOLF CREEK. LUTHERAN HOMES SOCIETY, INC. PROMOTES AND FACILITATES THE CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES FOR WHICH IT HAS RECEIVED TAX EXEMPTION, BY PROVIDING LUTHERAN VILLAGE AT WOLF CREEK WITH BENEFITS AND SERVICES TO SUPPORT THE MINISTRY, INCLUDING BUT NOT LIMITED TO: PROVIDING EXECUTIVE MANAGEMENT IN TERMS OF SUPERVISION, STRATEGIC PLANNING, POLICY FORMULATION, AND ADVOCACY; ENGAGING IN ACTIVITIES INTENDED TO ASSIST LUTHERAN VILLAGE AT WOLF CREEK DIRECTLY OR INDIRECTLY IN PROMOTING THE GENERAL HEALTH AND WELFARE OF THE COMMUNITY IN WHICH IT OPERATES; PROMOTING MORE EFFICIENT UTILIZATION OF RESOURCES THROUGH THE EXERCISE OF PURCHASING POWER, CONSTRUCTION SERVICES, THE EFFICIENT DEPLOYMENT OF MANPOWER AND EQUIPMENT, AND THE COORDINATION AND PROVISION OF TRAINING, INSTRUCTION, OR CONTINUING EDUCATION TO PERSONS EMPLOYED BY LUTHERAN VILLAGE AT WOLF CREEK; PROVIDING PASTORAL CARE, FISCAL, HUMAN RESOURCE, AND CHURCH AND PUBLIC RELATIONS SERVICES, FOCUSING RESOURCES TO ASSURE THE MISSION, EFFECTIVELY MANAGING CARE, IMPROVING CLINICAL OUTCOMES, AND REDUCING OPERATING COSTS. OUR MISSION: LUTHERAN VILLAGE AT WOLF CREEK IS DEDICATED TO SERVE THOSE OF RETIREMENT AGE AND TO PROVIDE THE HIGHEST QUALITY LIFESTYLE AND HEALTH CARE IN KEEPING WITH OUR TRADITIONAL CHRISTIAN PRINCIPLES, BELIEFS AND VALUES. OUR VISION: WE WILL BE A NETWORK OF DEDICATED, GIFTED, AND CARING PEOPLE, PROVIDING SERVICES AND FACILITIES OF THE HIGHEST QUALITY POSSIBLE. OUR CORE VALUES: FAITHFULNESS TO CHRIST: AS PART OF THE CHURCH, WE PERFORMOUR WORK IN RESPONSE TO JESUS CHRIST AND AS AN EXTENSION OF HIS MINISTRY. EQUALITY AND JUSTICE: WE RECOGNIZE THE EQUALITY OF ALL PERSONS IN OUR OFFERING OF SERVICES AND THE OPPORTUNITY FOR SERVICES, ADVOCATING JUSTICE AND SEEKING TO DEVELOP AND BALANCE ALL RESOURCES AT OUR DISPOSAL TO SERVE VULNERABLE PERSONS WITH MORE INTENSE NEEDS. WHOLENESS OF LIFE: WE RECOGNIZE AND VALUE THE LIFE AND INHERENT WORTH OF EACH PERSON, HELPING INDIVIDUALS EXPERIENCE DIGNITY AND THE FULLEST LEVEL OF HIS OR HER PHYSICAL, MENTAL, EMOTIONAL, SPIRITUAL, AND VOCATIONAL ABILITY. INTEGRITY: WE VALUE AND DEMONSTRATE HONESTY, INTEGRITY, FAIRNESS, AND TRUSTWORTHINESS IN ALL OUR RELATIONSHIPS. QUALITY OF SERVICE: WE SEEK TO DELIVER SERVICES OF THE HIGHEST QUALITY POSSIBLE BY DEMONSTRATING COMPETENCE, CONTINUOUS IMPROVEMENT, INNOVATION, AND CREATIVITY. STEWARDSHIP OF RESOURCES: WE EXERCISE FAITHFUL STEWARDSHIP OF OUR FINANCIAL RESOURCES AND PHYSICAL ASSETS, AND ARE RESPONSIBLE AND ACCOUNTABLE FOR THEIR PROPER DEPLOYMENT IN THE WORK OF OUR MINISTRY. |
| FIRST ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | LUTHERAN ORPHANS' AND OLD FOLKS' HOME SOCIETY AT WOLF CREEK OVERVIEW SERVICES PROVIDED THROUGH THE SKILLED NURSING CARE CENTER INCLUDE 24-HOUR SKILLED NURSING CARE, INTENSIVE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, 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 ADVOCATE. ASSISTED LIVING RESIDENTS MAY CHOOSE FROM A WIDE RANGE OF SERVICES AND AMENITIES DEPENDING UPON THEIR SPECIFIC NEEDS. 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. IN 2010, LUTHERAN ORPHANS' AND OLD FOLKS' HOME SOCIETY AT WOLF CREEK (LUTHERAN VILLAGE AT WOLF CREEK) PROVIDED RESIDENTIAL AND SUPPORTIVE SERVICES TO THE ELDERLY FOR A TOTAL OF 75,746 RESIDENT DAYS. LUTHERAN VILLAGE AT WOLF CREEK PROVIDED 79,947 IN CHARITABLE CARE IN 2010 AND PROVIDED AN ADDITIONAL 1,125,304 IN COMMUNITY BENEFIT. THESE DOLLARS INCLUDE CHARITY CARE FOR THOSE WHO CANNOT PAY AND BELOW-COST REIMBURSEMENT FROM MEDICARE AND MEDICAID. LUTHERAN VILLAGE AT WOLF CREEK, AS PART OF THE MANY MINISTRIES OF LUTHERAN HOMES SOCIETY, 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. |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | AT THE DECEMBER 2010 BOARD MEETING, THIS CORPORATION, ALONG WITH NINE OTHER RELATED CORPORATIONS, MERGED INTO ONE CORPORATION (LHS FAMILY & YOUTH SERVICES, INC. - EIN 31-1565719). THIS MERGER BECAME EFFECTIVE AT MIDNIGHT ON DECEMBER 31, 2010. EFFECTIVE JANUARY 1, 2011, LHS FAMILY & YOUTH SERVICES, INC. CHANGED ITS NAME TO LUTHERAN HOMES SOCIETY, INC. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF DIRECTORS IS ELECTED BY THE PARENT BOARD OF LUTHERAN HOMES SOCIETY, INC. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | PARENT BOARD OF LUTHERAN HOMES SOCIETY, INC APPROVES FINANCING ARRANGEMENTS AND CERTAIN POLICIES. |
| POLICIES AND PROCEDURES GOVERNING CHAPTERS | FORM 990, PAGE 6, PART VI, LINE 10B | THIS ORGANIZATION IS AFFILIATED WITH OTHER RELATED ORGANIZATIONS (LUTHERAN HOUSING SERVICES 9, INC AND CREEKSIDE CONDOMINIUM OWNER'S ASSOCIATION). THESE AFFILIATED ORGANIZATIONS ARE UNDER CONTROL OF THE SAME BOARD OF LOOFHS @ WOLF CREEK AND FOLLOW THE SAME POLICIES AND PROCEDURES. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE TREASURER OF THE BOARD DOES A THROUGH REVIEW OF THE 990S. DUE TO THE EXCESSIVE NUMBER (26) OF 990S FILED AND PREPARED BY THE PARENT COMPANY (LUTHERAN HOMES SOCIETY, INC), ONCE THE 990S ARE COMPLETE AND FILED, THE BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO REVIEW UPON THEIR REQUEST. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS ENFORCED THRU THE ACCOUNTS PAYABLE PROCESS AS WELL AS OUR INTERNAL AUDIT PROGRAM. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | BONNIE STEPANIAN IS A TOP OFFICIAL OF THIS ORGANIZATION. HER COMPENSATION IS PAID BY LOOFHS @ WOLF CREEK AND THEN A PORTION IS ALLOCATED TO LUTHERAN HOUSING SERVICES 9, INC AND CREEKSIDE CONDOMINIUM OWNER'S ASSOCIATION (BOTH RELATED ORGANIZATIONS). HER COMPENSATION IS DETERMINED USING WAGE INFORMATION OF COMPARATIVE INDUSTRIES. HER COMPENSATION IS APPROVED BY THE BOARD OF LOOFHS @ WOLF CREEK. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THERE ARE NO KEY EMPLOYEES PAID BY THIS ORGANIZATION. THE KEY EMPLOYEES ARE PAID BY THE PARENT COMPANY, LUTHERAN HOMES SOCIETY, INC. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN HOMES SOCIETY INC | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 311515773 | PAR CORP | OH | 501C3 | 9 | YES | false |
| LHS FOUNDATION INC | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 341678593 | FUND CORP | OH | 501C3 | 11D | NO | false |
| LUTHERAN HOUSING SERVICES 9 INC | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 341801635 | SR LIVING | OH | 501C3 | 9 | NO | false |
| CREEKSIDE CONDOMINIUM OWNER'S ASSOC | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 341878025 | SR LIVING | OH | 501C6 | NO | false | |
| LHS FAMILY & YOUTH SERVICES INC | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 311565719 | YTH SERV | OH | 501C3 | 9 | NO | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (18 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LHS FOUNDATION INC | ||
| C | 8879 | |
| LUTHERAN HOMES SOCIETY INC | ||
| L | 1552757 | MANAGEMENT FEES |
| LUTHERAN HOUSING SERVICES 9 INC | ||
| N | 27949 | |
| LUTHERAN HOUSING SERVICES 9 INC | ||
| P | 6417 | |
| LUTHERAN HOUSING SERVICES 9 INC | ||
| B | 11177 | |
| CREEKSIDE CONDOMINIUM OWNER'S ASSOC | ||
| N | 153391 | |
| CREEKSIDE CONDOMINIUM OWNER'S ASSOC | ||
| P | 6326 | |
| CREELSIDE CONDOMINIUM OWNER'S ASSOC | ||
| B | 51712 | |
| LHS FAMILY & YOUTH SERVICES INC | ||
| Q | 4942459 | NET ASSET BOOK VALUE |
| LHS FOUNDATION INC | ||
| C | 8879 | |
| LUTHERAN HOMES SOCIETY INC | ||
| L | 1552757 | MANAGEMENT FEES |
| LUTHERAN HOUSING SERVICES 9 INC | ||
| N | 27949 | |
| LUTHERAN HOUSING SERVICES 9 INC | ||
| P | 6417 | |
| LUTHERAN HOUSING SERVICES 9 INC | ||
| B | 11177 | |
| CREEKSIDE CONDOMINIUM OWNER'S ASSOC | ||
| N | 153391 | |
| CREEKSIDE CONDOMINIUM OWNER'S ASSOC | ||
| P | 6326 | |
| CREELSIDE CONDOMINIUM OWNER'S ASSOC | ||
| B | 51712 | |
| LHS FAMILY & YOUTH SERVICES INC | ||
| Q | 4942459 | NET ASSET BOOK VALUE |