2025-11-14T15:47:24-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2024-01-01 390806814 AMERICAN LUTHERAN HOMES INC AMER 7158323003 915 EAST ELM STREET MENOMONIE WI 54751 AMY DUHR CEO 7158323003 2025-11-13 1 0 JUSTIN HARTERT P02236744 5074467100 2025-11-13 2024 2025-03-06 01:10:19Z AMY DUHR 915 EAST ELM STREET MENOMONIE WI 54751 13582361 0 X WWW.AMERICANLUTHERANHOMES.COM X 1961 WI PROVIDE SKILLED AND INTERMEDIATE NURSING CARE FOR THE AGED AND DISABLED IN THE SURROUNDING AREAS UNDER OUR FAITH BASED SENIOR CARE PROGRAMS. 8 8 214 7 0 0 135279 1391213 7857762 8404347 57387 255946 641805 509086 8692233 10560592 0 0 0 0 4073852 4441787 0 0 0 4061544 4129626 8135396 8571413 556837 1989179 8857162 12633536 4551100 6338295 4306062 6295241 X ENCOURAGE BOTH THOSE WE SERVE AND OUR EMPLOYEES TO RECOGNIZE THEIR INFINITE WORTH AND TO GROW TO REACH THEIR HIGHEST POTENTIAL AS GOD'S CHILDREN. IN FURTHERANCE OF THIS PURPOSE, WE DESIRE TO ESTABLISH QUALITY CARE IN A CHRISTIAN ATMOSPHERE BY: PROVIDING THE HIGHEST POSSIBLE QUALITY OF PHYSICAL, MENTAL AND SPIRITUAL CARE FOR THOSE ENTRUSTED TO US; BROADENING THE INTEREST AND ACTIVITIES OF THOSE IN OUR CARE THROUGH PROGRAMS AND VOLUNTEER ASSISTANCE; INVOLVING OUR CORPORATE CONGREGATIONS; AND ASSUMING A POSITION OF LEADERSHIP IN THE FIELD OF GERIATRICS BY EXTENDING OUR MINISTRY BEYOND NURSING HOME FACILITIES THROUGH THE CREATION OF PROGRAMS TO SERVE THE NEEDS OF THE ELDERLY IN OUR COMMUNITIES. 1 0 3894072 0 4543388 THE PRIMARY ACTIVITY OF THE ORGANIZATION IS TO PROVIDE SKILLED AND INTERMEDIATE NURSING CARE FOR THE AGED AND DISABLED OF THE SURROUNDING AREA. THE ORGANIZATION SERVES THE MONDOVI, WISCONSIN COMMUNITY BY OPERATING A 35-BED SKILLED NURSING FACILITY AND 38-UNIT COMMUNITY BASED RESIDENTIAL FACILITY (CBRF). THE MONDOVI SKILLED NURSING FACILITY PROVIDED 6,947 DAYS OF RESIDENT CARE IN 2024. THE CBRF PROVIDED 11,243 DAYS OF RESIDENT CARE IN 2024. THE FACILITY OFFERS SKILLED NURSING CARE IN BOTH SHORT-TERM REHABILITATION PROGRAMS AND LONG-TERM CARE RESIDENT PROGRAMS. SOME OF THE SPECIALIZED CARE SERVICES OFFERED INCLUDE IV THERAPY CARE, WOUND CARE, BARIATRIC CARE, PAIN MANAGEMENT, PHYSICAL THERAPY, SPEECH THERAPY, AND OCCUPATIONAL THERAPY. THE MONDOVI FACILITY ALSO OFFERS OUTPATIENT THERAPY PROGRAMS TO PROVIDE EXTENDED THERAPY SERVICES TO AREA COMMUNITY MEMBERS IN NEED OF PHYSICAL REHABILITATION PROGRAMS ON AN OUTPATIENT BASIS AND TO RESIDENTS WHO DISCHARGE FROM THE FACILITY BUT REQUIRE ONGOING THERAPY ON AN OUTPATIENT BASIS. THE MAJORITY OF THE LONG-TERM CARE RESIDENTS AT THE MONDOVI PROGRAM ARE ALSO MEDICAID PROGRAM BENEFICIARIES. 3201510 0 3860959 THE PRIMARY ACTIVITY OF THE ORGANIZATION IS TO PROVIDE SKILLED NURSING CARE FOR THE AGED AND DISABLED OF THE SURROUNDING AREA. THE ORGANIZATION SERVES THE MENOMONIE, WISCONSIN AREA COMMUNITY BY OPERATING A 37-BED SKILLED NURSING FACILITY AND IN 2024, ACQUIRED THE OAKS - A 36-UNIT APARTMENT INDEPENDENT LIVING FACILITY. THE MENOMONIE NURSING FACILITY PROVIDED 10,564 RESIDENT DAYS OF CARE IN 2024. THE FACILITY OFFERS SKILLED NURSING CARE IN BOTH SHORT-TERM REHABILITATION PROGRAMS AND FOR LONG-TERM CARE RESIDENTS. SOME OF THE SPECIALIZED CARE SERVICES OFFERED INCLUDE IV THERAPY CARE, WOUND CARE, PAIN MANAGEMENT, PHYSICAL THERAPY, SPEECH THERAPY, AND OCCUPATIONAL THERAPY. 7095582 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 214 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X GRACE LUTHERAN FOUNDATION 7158323003 PO BOX 287 EAU CLAIRE WI 54702 X LINDA LARSON PRESIDENT 1.50 1.00 X X 0 0 0 DAVID LARSON VICE PRESIDENT 1.50 1.00 X X 0 0 0 RITA LEE TREASURER 1.50 1.00 X X 0 0 0 BARB VADNAIS SECRETARY 1.50 1.00 X X 0 0 0 KRIS JENSON DIRECTOR 1.50 1.00 X 0 0 0 JOANNE ERICKSON DIRECTOR 1.50 1.00 X 0 0 0 STEPHANY GROSSBIER DIRECTOR 1.50 1.00 X 0 0 0 ANITA REID DIRECTOR 1.50 1.00 X 0 0 0 AMY DUHR CEO 1.00 1.00 X 0 0 0 JAMIE LARSON COO 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 GREENFIELD REHABILITATION 3360 GATEWAY RD SUITE 100 BROOKFIELD WI 53045 THERAPY SERVICES 570640 1 10575 1300000 73858 6780 1391213 RESIDENT REVENUE 623000 8404347 8404347 8404347 205946 205946 4911 0 4911 4911 4911 3067992 3017992 50000 50000 50000 0 10575 3777 -3777 -3777 MEAL REVENUE 900099 352839 352839 MISCELLANEOUS REVENUE 900099 84813 84813 TRANSPORTATION REVENUE 900099 50300 50300 20000 20000 507952 10560592 8404347 0 765032 3863588 3759777 103811 54800 47609 7191 234020 203310 30710 289379 251405 37974 293967 293967 17830 17830 57366 57366 830368 427323 403045 66548 66548 9291 4393 4898 104362 8757 95605 284129 284129 27046 24977 2069 12592 774 11818 162827 162827 410656 410656 135513 135513 SUPPLIES 885177 869507 15670 FOOD EXPENSE 467211 467211 NURSING HOME PROVIDER T 146880 146880 REPAIRS AND MAINTENANCE 95455 95455 122408 77472 44936 8571413 7095582 1475831 0 0 735839 816549 137899 1143322 809833 39331 56920 17441178 9752596 4085105 7688582 2357647 2844073 415208 360390 8857162 12633536 738955 1291216 29710 0 384061 424448 3398374 4622631 4551100 6338295 X 4304931 6294110 1131 1131 4306062 6295241 8857162 12633536 1989179 0 X X 0 1 X 1 0 X 694638 799803 331630 135279 1391213 3352563 7149523 7348749 7454329 7857762 8404347 38214710 8195 8195 7844161 8148552 7794154 7993041 9795560 41575468 0 769755 508374 1278129 769755 508374 1278129 40297339 5508 5613 47605 55901 210857 325484 5508 5613 47605 55901 210857 325484 636288 507952 1144240 7849669 8154165 7841759 8685230 10514369 43045192 0.93620 0.96220 0.00760 0.00290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2023 AMOUNT: $ 36,450. 2024 AMOUNT: $ 84,813. TRANSPORTATION REVENUE - 2023 AMOUNT: $ 31,832. 2024 AMOUNT: $ 50,300. MEAL REVENUE - 2023 AMOUNT: $ 548,006. 2024 AMOUNT: $ 352,839. MANAGEMENT FEE - 2023 AMOUNT: $ 20,000. 2024 AMOUNT: $ 20,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 542 542 0 PART II-B, LINE 1: AMERICAN LUTHERAN HOMES, INC. PAYS ANNUAL ASSOCIATION DUES TO LEADINGAGE WISCONSIN. THESE DUES ARE PRIMARILY FOR ACCESS TO EDUCATION MATERIALS AND STAFFING TRAINING AND DEVELOPMENT. A PORTION OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL INDUSTRY ENVIRONMENT. 0 0 167823 167823 12191394 5395314 6796080 267417 214035 53382 4579606 3918771 660835 234938 224476 10462 7688582 FORM 990, PART III, LINE 2 DURING 2024, AMERICAN LUTHERAN HOMES, INC. PURCHASED THE OAKS, A 36 APARTMENT INDEPENDENT LIVING FACILITY LOCATED IN MENOMONIE, WI. FORM 990, PART VI, SECTION A, LINE 3 AMERICAN LUTHERAN HOMES, INC. HAS ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH GRACE LUTHERAN FOUNDATION, INC. (GRACE), A NON-PROFIT, RELIGIOUS BASED SENIOR HEALTHCARE SERVICES ORGANIZATION BASED IN EAU CLAIRE, WISCONSIN. UNDER THIS AGREEMENT, GRACE PROVIDES GENERAL ADMINISTRATIVE, CONSULTING, ACCOUNTING, HUMAN RESOURCES, AND FACILITY MANAGEMENT SERVICES TO AMERICAN LUTHERAN HOMES. UNDER THE MANAGEMENT AGREEMENT, GRACE IS ALSO RESPONSIBLE FOR THE SELECTION AND REVIEW OF THE ADMINISTRATORS OF AMERICAN LUTHERAN HOMES, INC. THE AMOUNT PAID FOR THESE SERVICES IS SHOWN ON THE STATEMENT OF FUNCTIONAL EXPENSES. INCLUDED IN THE FEES PAID TO GRACE LUTHERAN IS THE COMPENSATION FOR AMY DUHR, CEO AND JAMIE LARSON, COO. THE COMPENSATION AMOUNT PAID FOR SERVICES PROVIDED TO AMERICAN LUTHERAN HOMES, INC. INCLUDE: AMY DUHR: BASE COMPENSSATION $57,437 DEFERRED COMPENSATION $2,388 NONTAXABLE BENEFITS $2,215 JAMIE LARSON: BASE COMPENSSATION $36,473 DEFERRED COMPENSATION $1,596 NONTAXABLE BENEFITS $5,375 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE THE PASTORS AND CONGREGATIONS THAT BELONG TO THE AMERICAN LUTHERAN CHURCH AND SPONSOR THE ACTIVITIES OF THE AMERICAN LUTHERAN HOMES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS ARE ELECTED BY THE CONGREGATIONS OF THE SPONSORING CHURCHES AND AT A MINIMUM MUST INCLUDE THE PASTOR OF ONE OF THESE CONGREGATIONS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE CHANGE IN THE STRUCTURE OF THE AMERICAN LUTHERAN HOMES ORGANIZATION OR GOVERNING DOCUMENTS MUST BE APPROVED BY THE AMERICAN LUTHERAN HOMES SPONSORING CONGREGATIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE SUBMISSION OF THE RETURN. THE FORM 990 WAS ALSO REVIEWED BY MANAGEMENT PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS UPDATED CONFLICT OF INTEREST STATEMENTS FROM MEMBERS OF THE BOARD OF DIRECTORS. ANY NOTED CONFLICTS ARE DISCUSSED, AND DURING THE YEAR, IF CONFLICTS ARE NOTED DURING VOTES, THOSE CONFLICTING MEMBERS ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 AMERICAN LUTHERAN HOME, INC.'S EXECUTIVE LEVEL EMPLOYEES AND KEY EMPLOYEES ARE PROVIDED UNDER THE MANAGEMENT SERVICES AGREEMENT WITH GRACE LUTHERAN FOUNDATION, INC. (A NOT-FOR PROFIT ORGANIZATION WHICH SPECIALIZES IN SKILLED NURSING, LONG-TERM CARE, AND HOUSING SERVICES FOR ELDERLY AND DISABLED MEMBERS OF THE COMMUNITY). THE CONTRACT TERMS ARE RENEWED EVERY FIVE YEARS. THE BOARD OF DIRECTORS OF AMERICAN LUTHERAN HOMES, INC. REVIEWS THE CONTRACT TERMS TO ENSURE THAT QUALITY SERVICES ARE BEING ACHIEVED AT THE LOWEST POSSIBLE COST FOR THE PROGRAMS BEING PROVIDED. THE BOARD ALSO CONSULTS WITH OTHER WISCONSIN NURSING HOME ASSOCIATION MEMBERS TO ENSURE THAT THE AMOUNTS BEING PAID ARE CONSISTENT FOR ADMINISTRATIVE SERVICES OF THOSE PAID THROUGHOUT THE REGION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 AMERICAN LUTHERAN HOMES, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS BUSINESS LOCATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN LUTHERAN COMMUNITY SERVICES INC 915 ELM STREET MENOMONIE WI 54751 391819072 ASSISTED LIVING FACILITY WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0