2025-11-13T14:37:50-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 390806344 FOND DU LAC LUTHERAN HOME INC FOND 9209219520 1045 HILL STREET WATERTOWN WI 53098 JULIE MARKS CFO 9209219520 2025-11-13 1 0 KRISTEN DONLEVY P01670215 4144761880 2025-11-13 2024 2025-03-06 01:10:19Z JULIE MARKS 1045 HILL STREET WATERTOWN WI 53098 9233538 0 X HTTPS://WWW.ILLUMINUS.US/COMMUNITIES/LUTHERAN-HOM X 1939 WI FOND DU LAC LUTHERAN HOME, AS PART OF LUTHERAN HOMES AND HEALTH SERVICES, PROVIDES A CHRISTIAN-BASED INNOVATIVE APPROACH TO AGING THROUGH COMPREHENSIVE SERVICES, PROGRAMS, AND COMMUNITIES. 8 4 145 0 0 0 230 270 8597627 9137890 4307 5591 113275 89787 8715439 9233538 0 0 0 0 2392053 3311501 0 0 0 6619611 5554818 9011664 8866319 -296225 367219 7265223 7481371 1023105 872034 6242118 6609337 X FOND DU LAC LUTHERAN HOME, AS PART OF LUTHERAN HOMES AND HEALTH SERVICES, PROVIDES A CHRISTIAN-BASED INNOVATIVE APPROACH TO AGING THROUGH COMPREHENSIVE SERVICES, PROGRAMS, AND COMMUNITIES. 0 0 7062017 9137890 LUTHERAN HOMES AND HEALTH SERVICES, INC ENCOMPASSES A VARIETY OF PROGRAMS DESIGNED TO ASSIST SENIORS IN ACTIVELY AGING. THE FOND DU LAC LUTHERAN HOME, INC, A LHHS ENTITY, PROVIDES SKILLED NURSING, SHORT-TERM REHABILITATION, AND ASSISTED LIVING IN A CHRISTIAN-BASED ENVIRONMENT FOR PEOPLE OF ALL FAITHS SHORT-TERM REHAB. THE FOND DU LAC LUTHERAN HOME IS KNOWN FOR DELIVERING HIGH-QUALITY SHORT-TERM REHABILITATION. OUR SKILLED THERAPISTS UTILIZE STATE OF THE ART METHODS AND EQUIPMENT TO PROVIDE PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY ON AN INPATIENT OR OUTPATIENT BASIS. THE FOND DU LAC LUTHERAN HOME HAS PROVIDED HIGH QUALITY SKILLED NURSING CARE FOR OVER SEVENTY YEARS. IT SERVES PEOPLE OF ALL FAITHS AND FINANCIAL MEANS. THE HOME'S COMFORTABLE, INVITING ATMOSPHERE AS WELL AS THE TALENTED, COMPASSIONATE AND KNOWLEDGABLE STAFF MAKES THE PROGRAM A SUCCESS. THE FOND DU LAC LUTHERAN HOME'S ASSISTED LIVING PROGRAM TARFA TERRACE PROVIDES THE FLEXIBILITY AND SUPPORT TO MEET A VARIETY OF NEEDS FOR ITS PATIENTS IN AN ENVIRONMENT THAT ENHANCES AND ENCOURAGES INDEPENDENCE. 7062017 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 0 1 0 0 0 1 6 0 1 145 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X JULIE MARKS CFO OF ILLUMINUS INC 9202610400 1045 HILL STREET WATERTOWN WI 53098 TERRY SCHLEIF CHAIR 1.50 1.50 X X 0 0 0 JIM FETT BOARD MEMBER 0.25 0.25 X 0 0 0 MIKE KROLCZYK BOARD MEMBER 0.25 0.25 X 0 0 0 KIM SUHS VICE CHAIR 1.00 1.00 X X 0 0 0 NICOLE CHWALA CFO 1.00 2.00 X X 0 246907 15743 MATT MAUTHE CEO 1.00 2.00 X X 0 526170 22653 MICHAEL LIBBY COO 1.00 2.00 X X 0 278411 17273 KEN SMITH PRESIDENT 1.00 2.00 X X 0 110935 777 0 1162423 56446 0 0 1 0 0 270 270 NURSING HOME 623000 7656722 7656722 RESIDENTIAL FACILITY 623000 1475394 1475394 BEAUTY SHOP REVENUE 623000 5774 5774 9137890 5591 5591 TRANSPORTATION 623000 6990 6990 82797 82797 89787 9233538 9137890 0 95378 X 2898230 2722608 175622 18746 18746 185443 184446 997 209082 209082 848197 848197 -1386 -1386 42981 42981 2176467 1992505 183962 120672 25932 94740 4345 4345 104559 104559 407496 384823 22673 85589 85589 24178 24178 2084 2084 258563 258563 155257 155257 SUPPLIES 491380 481235 10145 DIETARY EXPENSES 364044 364044 DUES AND LICENSES 231423 231423 MISC. 166425 166425 72544 72544 8866319 7062017 1804302 0 2819109 3201609 1402442 1245954 51151 26249 14955592 12708722 2391423 2246870 601098 760689 7265223 7481371 917373 844713 60864 0 44868 27321 1023105 872034 X 6242118 6609337 6242118 6609337 7265223 7481371 367219 0 X 0 1 X 1 0 X 1378346 1159605 230 270 2538451 6755212 7317059 7783677 8587646 9132116 39575710 8133558 8476664 7783677 8587876 9132386 42114161 0 274839 3694 278533 274839 3694 278533 41835628 1234 419 1354 4307 5591 12905 1234 419 1354 4307 5591 12905 307960 27425 105350 123256 95561 659552 8442752 8504508 7890381 8715439 9233538 42786618 0.97780 0.96660 0.00030 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 307,960. 2021 AMOUNT: $ 27,425. 2022 AMOUNT: $ 105,350. 2023 AMOUNT: $ 123,256. 2024 AMOUNT: $ 95,561. 89363 89363 11005708 9122112 1883596 93253 92245 1008 3709051 3494365 214686 58217 58217 2246870 DUE FROM LUTHERAN HOMES AND HEALTH SERVICES 372593 FINANCIAL LEASE 22838 ASSESTS LIMITED AS TO USE 363156 RESIDENT FUNDS IN TRUST 2102 760689 RESIDENT FUNDS HELD IN TRUST 2102 FINANCING LEASES 25219 27321 0 0 0 0 0 0 0 0 0 MATT MAUTHE CEO 0 526170 0 0 0 0 0 0 0 22653 0 548823 0 0 MICHAEL LIBBY COO 0 278411 0 0 0 0 0 0 0 17273 0 295684 0 0 NICOLE CHWALA CFO 0 246907 0 0 0 0 0 0 0 15743 0 262650 0 0 PART I, LINE 3 RELATED ORGANIZATIONS USE THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: 1. INDEPENDENT COMPENSATION CONSULTANT 2. COMPENSATION SURVEY OR STUDY 3. FORM 990 OF OTHER ORGANIZATIONS 4. APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS, AND THE SOLE MEMBER OF THAT CLASS IS LUTHERAN HOMES & HEALTH SERVICES, INC, A WISCONSIN NONSTOCK CORPORATION (THE "MEMBER"). FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS SHALL BE APPOINTED BY THE MEMBER WITH CONSIDERATION GIVEN TO THEIR CHARACTER, CONCERN FOR THE PRINCIPLES AND PROGRAMS OF THE CORPORATION, AND THE SINGULAR CONTRIBUTIONS THEY COULD RENDER TO THE INCREASED EFFECTIVENESS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY ILLUMINUS, THE MANAGEMENT TEAM. IT WAS THEN PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT A REGULARLY SCHEDULED BOARD MEETING, ALL BOARD MEMBERS ARE GIVEN A 'CONFLICT OF INTEREST' STATEMENT TO SIGN. PRIOR TO THE SIGNING, EACH BOARD MEMBER IS BRIEFED ON THE PURPOSE AND INTENT OF THE FORM AND THE NEED TO LIST ANY PERSONAL CONTACTS AND/OR INTEREST THAT MAY CONFLICT WITH THEIR ABILITY TO SERVE AS BOARD MEMBERS. THOSE THAT HAVE NOT ATTENDED THE BOARD MEETING WOULD BE CONTACTED PERSONALLY WITH SIMILAR INSTRUCTIONS. ALL SIGNED DOCUMENTS ARE RETAINED. ALL BOARD MEMBERS SIGN AND COMPLETE THE FORM. MANAGEMENT FOLLOWS UP ON ANY CONFLICTS THAT ARE IDENTIFIED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,992,505. MANAGEMENT AND GENERAL EXPENSES 183,962. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,176,467. LUTHERAN HOMES AND HEALTH SERVICES INC 1045 HILL STREET WATERTOWN WI 53098 392032901 PROVIDE MANAGEMENT SERVICES TO FOND DU LAC LUTHERAN HOME, INC WI 501(C)(3) LINE 10 N/A 0 LUTHERAN HOMES AND HEALTH SERVICES FOUNDATION INC 1045 HILL STREET WATERTOWN WI 53098 391466308 FUND DEVELOPMENT WI 501(C)(3) LINE 7 LUTHERAN HOMES AND HEALTH SERVICES INC 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0