2023-11-13T08:37:53-06:00 2022-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2022-01-01 383081979 LUTHERAN HOME CARE AGENCY INC LUTH 9896523470 2825 WIENEKE RD SAGINAW MI 48603 TIMOTHY KALBFLEISCH SVP AND CFO 9896523470 2023-11-08 1 TIMOTHY KALBFLEISCH 999009999 0 TINA PETERS P00904574 2483757100 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WELLSPRING LUTHERAN SERVICES DAVID M GEHM 2825 WIENEKE RD SAGINAW MI 48603 1763894 0 X WWW.WELLSPRINGLUTHERAN.COM X 1992 MI MOTIVATED BY CHRIST'S LOVE, WE ENGAGE PEOPLE AS THEY EXPERIENCE AND EMBRACE THEIR GOD-GIVEN POTENTIAL. 6 6 27 13 0 0 544986 68414 2922188 1678636 1318 14134 168 2710 3468660 1763894 0 0 0 0 1260242 801231 0 0 0 1555971 1208666 2816213 2009897 652447 -246003 3692889 4141329 3263664 3950249 429225 191080 MOTIVATED BY CHRIST'S LOVE, WE ENGAGE PEOPLE AS THEY EXPERIENCE AND EMBRACE THEIR GOD-GIVEN POTENTIAL. 0 0 1150291 1678636 THE LUTHERAN HOME CARE AGENCY FULFILLED ITS TAX-EXEMPT PURPOSE THROUGH THE PROVISION OF NURSING, REHAB (PHYSICAL, SPEECH, AND OCCUPATIONAL THERAPY), SOCIAL SERVICES, SPIRITUAL AND OTHER SUPPORTIVE PROGRAMS TO FRAIL ELDERLY, DISABLED PERSONS, AND TERMINALLY ILL INDIVIDUALS. IN ADDITION, THE LHCA PROVIDES ADDITIONAL SERVICES TO THE COMMUNITY AT LARGE THROUGH EDUCATION, GRIEF SUPPORT, FLU SHOT CLINICS, AND VARIOUS WELLNESS PROGRAMS. OVERALL, THE LHCA PROVIDED A TOTAL OF 5,670 VISITS WHICH INCLUDED SERVICES SUCH AS NURSING CARE; SPEECH, PHYSICAL, AND OCCUPATIONAL THERAPIES; MEDICAL, SOCIAL, AND PERSONAL SERVICES; AND HOSPICE SERVICES TO 203 INDIVIDUALS. 1150291 1 1 0 1 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 0 1 1 1 0 0 1 5 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X JODIE LAWMASTER 9892393004 2825 WIENEKE RD SAGINAW MI 48603 RITCH CUSHWAY CHAIRMAN 0.20 0.80 X X 0 0 0 PETE BENDER TREASURER/SECRETARY 0.20 0.80 X X 0 0 0 DARRELL ZOLTON DIRECTOR - PART YEAR 0.20 0.80 X 0 0 0 PAUL NYQUIST DIRECTOR 0.20 0.80 X 0 0 0 CARL SCHOENOW DIRECTOR 0.20 0.80 X 0 0 0 AMY BENKO DIRECTOR 0.20 0.80 X 0 0 0 KAREN STORCK DIRECTOR 0.20 0.80 X 0 0 0 DAVID M GEHM PRESIDENT & CEO 0.00 40.00 X 0 237364 9115 TIMOTHY KALBFLEISCH SR. VP FINANCE AND CFO 0.08 39.92 X 0 201120 3014 ALBERT D KAUL VP OF FOUNDATION, CDO 0.00 40.00 X 0 145579 8148 ERIC R MUSUM VP, CAA AND CTO 0.00 40.00 X 0 152288 9147 0 736351 29424 0 0 1 0 THERAPY MANAGEMENT INC 851 PENNIMAN AVE PLYMOUTH MI 48170 THERAPY 152704 LUTHERAN HOME CARE PERSONAL ASSISTANCE 2825 WIENEKE RD SAGINAW MI 48603 RENT 114974 2 68414 68414 HOME CARE SERVICES 621610 1678636 1678636 1678636 14134 14134 MISCELLANEOUS 561000 2710 2710 2710 1763894 1678636 0 16844 X 691232 357908 333324 3466 1975 1491 54850 25152 29698 51683 31338 20345 78284 78284 48 48 299269 224112 75157 47233 44041 3192 18969 1328 17641 95056 95056 128266 620 127646 35201 29052 6149 3100 1293 1807 37281 29825 7456 32476 32476 DRUGS AND SUPPLIES 340330 340330 BAD DEBT EXPENSE 64639 62959 1680 LICENSES AND FEES 13935 53 13882 RENTAL EQUIPMENT 9437 9437 5142 305 4837 2009897 1150291 859606 0 531581 528672 744267 142282 7212 1942 137530 117303 57507 20227 2352322 3448206 3692889 4141329 109367 33730 3154297 3916519 3263664 3950249 X 282502 36499 146723 154581 429225 191080 3692889 4141329 X -246003 7858 X 0 1 X 1 0 X 92274 130000 132869 544986 68414 968543 2934318 3412919 3402127 2922188 1678636 14350188 260 180 40 0 0 480 3026852 3543099 3535036 3467174 1747050 15319211 92274 130000 10000 232274 0 92274 130000 10000 232274 15086937 2230 2525 2418 1318 14134 22625 2230 2525 2418 1318 14134 22625 356 745 43103 168 2710 47082 3029438 3546369 3580557 3468660 1763894 15388918 0.98040 0.97570 0.00150 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 48 48 0 PART II-B, LINE 1: MEMBERSHIP FEE ALLOCATED TO LOBBYING. 137530 117303 20227 20227 ASSETS LIMITED AS-TO-USE 154581 DUE FROM AFFILIATES 3293625 3448206 DUE TO AFFILIATES 3916519 3916519 0 0 0 0 0 0 0 0 0 DAVID M GEHM PRESIDENT & CEO 0 237364 0 0 0 0 0 1940 0 7175 0 246479 0 0 TIMOTHY KALBFLEISCH SR. VP FINANCE AND CFO 0 201120 0 0 0 0 0 1538 0 1476 0 204134 0 0 ERIC R MUSUM VP, CAA AND CTO 0 152288 0 0 0 0 0 1256 0 7891 0 161435 0 0 ALBERT D KAUL VP OF FOUNDATION, CDO 0 145579 0 0 0 0 0 1248 0 6900 0 153727 0 0 PART I, LINE 3 THE PROCESS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT, CEO, AND CFO IS UNDERTAKEN BY LUTHERAN HOMES OF MICHIGAN, INC., A RELATED ORGANIZATION. THE PROCESS INCLUDES USE OF A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS LUTHERAN HOMES OF MICHIGAN, INC. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER, LUTHERAN HOMES OF MICHIGAN, INC., HAS THE AUTHORITY TO APPOINT/ELECT INDIVIDUALS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990 RETURN, ELECTRONIC COPIES OF THE FORM 990 WERE SENT TO THE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBERS' INPUTS AND COMMENTS WERE SOLICITED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COLLECTED IN THE BEGINNING OF EACH NEW BOARD YEAR. THE FORMS ARE REVIEWED BY THE CEO. IF A CONFLICT EXISTS, THE CEO REVIEWS WITH THE BOARD CHAIR AND DETERMINES THE APPROPRIATE ACTION, WHICH IS TYPICALLY TO REMOVE THE INDIVIDUAL FROM THE POSITION OF CONFLICT FOR THE SPECIFIC TRANSACTION/PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE CORPORATE OFFICE OF WELLSPRING LUTHERAN SERVICES BY CONTACTING THE CHIEF FINANCIAL OFFICER. FORM 990, PART IX, LINE 11G INPATIENT CARE: PROGRAM SERVICE EXPENSES 115,765. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,765. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 4,314. MANAGEMENT AND GENERAL EXPENSES 75,157. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,471. OTHER: PROGRAM SERVICE EXPENSES 104,033. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,033. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF NET ASSETS OF CHARITABLE FOUNDATION 7,858. LUTHERAN HOMES OF MICHIGAN INC 2825 WIENEKE RD SAGINAW MI 48603 381358410 NURSING CARE MI 501(C)(3) LINE 10 N/A 0 LUTHERAN HOMES OF MICHIGAN FOUNDATION 2825 WIENEKE RD SAGINAW MI 48603 261630687 DONATE FUNDS MI 501(C)(3) LINE 12A LUTHERAN HOMES OF MICHIGAN INC 1 LUTHERAN HOME CARE PERSONAL ASSISTANCE 2825 WIENEKE RD SAGINAW MI 48603 272138954 HOME CARE MI 501(C)(3) LINE 10 LUTHERAN HOMES OF MICHIGAN INC 1 AUSABLE VALLEY CONTINUING CARE RETIREMENT COMMUNITY INC 2825 WIENEKE RD SAGINAW MI 48603 382236926 RETIREMENT COMMUNITY MI 501(C)(3) LINE 10 LUTHERAN HOMES OF MICHIGAN INC 1 PROJECT COMPASSION HEALTH 2825 WIENEKE RD SAGINAW MI 48603 382395647 SKILLED NURSING FACILITY MI 501(C)(3) LINE 10 LUTHERAN HOMES OF MICHIGAN INC 1 ALPENA VILLAGE 2825 WIENEKE RD SAGINAW MI 48603 320090735 RESIDENTIAL CONTINUING CARE RETIREMENT FACILITY MI N/A 0 1 GIBRALTER 26200 LAHSER RD STE 300 SOUTHFIELD MI 48034 301829767 PROVIDE AFFORDABLE HOUSING TO THE ELDERLY MI N/A 0 1 MONROE ELDERLY LDHALP 5309 TRANSPORTATION BLVD CLEVELAND OH 44125 383609893 PROVIDE AFFORDABLE HOUSING TO THE ELDERLY MI N/A 0 1 ALPENA PINES LDHALP 9710 JUNCTION ROAD FRANKENMUTH MI 48434 260236982 PROVIDE AFFORDABLE HOUSING TO THE ELDERLY MI N/A 0 1 TRANSITIONAL CARE COMMUNITY LLC 2825 WIENEKE RD SAGINAW MI 48603 872544936 RESIDENTIAL CONTINUING CARE RETIREMENT FACILITY MI N/A 0 1 LHM HOUSING SERVICES INC 2825 WIENEKE RD SAGINAW MI 48603 383609879 HOUSING SERVICES MI N/A C 0 GIBRALTER MANOR DEVELOPMENT INC 2825 WIENEKE RD SAGINAW MI 48603 202240778 HOUSING SERVICES MI N/A C 0 ALPENA PINES DEVELOPMENT INC 2825 WIENEKE RD SAGINAW MI 48603 260237019 HOUSING SERVICES MI N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 LUTHERAN HOME CARE PERSONAL ASSISTANCE K 114974 ACTUAL AMOUNT LUTHERAN HOMES OF MICHIGAN P 78284 ACTUAL COST LUTHERAN HOMES OF MICHIGAN L 212583 ACTUAL AMOUNT