2025-11-05T13:24:58-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2024-01-01 344441788 LUTHER HOME OF MERCY LUTH 4198367741 5810 N MAIN STREET PO BOX 187 WILLISTON OH 43468 TERRI RODRIGUEZ EXECUTIVE DIRECTOR 4198367741 2025-11-04 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-11-04 2024 2025-03-06 01:10:19Z TERRI RODRIGUEZ 5810 N MAIN STREET PO BOX 187 WILLISTON OH 43468 27767237 0 1530 X WWW.LUTHERHOME.ORG X 1928 OH TO PROVIDE LONG TERM CARE FOR ADULTS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES. 17 17 569 110 35000 10797 2407367 2539784 20484941 24863028 79207 2328 180384 302981 23151899 27708121 1825542 650163 0 0 16997885 18160197 0 0 39068 7377680 8275639 26201107 27085999 -3049208 622122 22478874 24057692 3944413 2998444 18534461 21059248 X LUTHER HOME OF MERCY (LHM) IS A MINISTRY ENRICHING LIVES AND INDIVIDUAL ABILITIES, SERVING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 0 0 23062829 650163 24905642 WE BELIEVE THAT WE ALL HAVE A CALLING - A MINISTRY - TO FOLLOW CHRIST'S EXAMPLE OF SERVING AND LOVING OUR NEIGHBORS, PURSUING JUSTICE AND SHARING PEACE IN THE WORLD. BECAUSE OF THIS, WE ARE A FAITH-BASED MINISTRY DEDICATED TO HELPING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVE AS THEY CHOOSE, WHILE PROVIDING THE SUPPORT NEEDED TO FULFILL THEIR HOPES AND DREAMS. FOUNDED IN 1928 IN A CORNFIELD IN WILLISTON, OHIO, LHM IS NOW HOME TO OVER 90 INDIVIDUALS ON A GORGEOUS 25-ACRE CAMPUS. HERE WE OFFER RESIDENTIAL AND RECREATIONAL FACILITIES, PASTORAL CARE AND ROUND THE CLOCK MEDICAL SERVICES. IN ADDITION, LUTHER HOME OF MERCY OFFERS AN ARRAY OF COMMUNITY BASED SERVICES INCLUDING:* AFFORDABLE IN HOME CARE, COMMUNITY HOUSING AND SUPPORTED LIVING FOR RESIDENTS IN VARIOUS OHIO COUNTIES. IN HOME SUPPORTED LIVING SERVICES, RANGING FROM JUST A FEW HOURS PER WEEK TO 24-HOUR CARE IS ALSO OFFERED.* FIVE DAY PROGRAM AND EMPLOYMENT SERVICES HELP INDIVIDUALS FIND WHAT THEY ARE PASSIONATE ABOUT WHILE THEY ENJOY CONNECTING WITH OTHERS WHO SHARE THE SAME GOALS. THESE PROGRAMS ARE OFFERED IN LUCAS, OTTAWA, SANDUSKY, AND WOOD COUNTIES.* A VARIETY OF AFFORDABLE HOME AND APARTMENT RENTALS.* FOR DETAILED INFORMATION ABOUT OTHER PROGRAMS, PLEASE VISIT LUTHERHOME.ORG 23062829 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 0 1 569 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TERRI RODRIGUEZ 4198367741 5810 N MAIN STREET PO BOX 187 WILLISTON OH 43468 ANDY BARTHEL TRUSTEE 0.25 0.75 X 0 0 0 MICHELLE DEAN 2ND VICE CHAIRMAN 0.25 0.75 X X 0 0 0 CHRISTINA FLETCHER 1ST VICE CHAIRMAN 0.25 0.75 X X 0 0 0 AMY MERKEL TRUSTEE 0.25 0.75 X 0 0 0 ROB GIESIGE TRUSTEE 0.25 0.75 X 0 0 0 MARILYN FORD TRUSTEE 0.25 0.75 X 0 0 0 MATTHEW GARROW TRUSTEE 0.25 0.75 X 0 0 0 DENISE ETZLER TRUSTEE 0.25 0.75 X 0 0 0 CHARLES CAMPBELL SECRETARY 0.25 0.75 X X 0 0 0 BECKY STEWART TRUSTEE 0.25 0.75 X 0 0 0 CHARLES WINTERS PRESIDENT 0.25 0.75 X X 0 0 0 KATHLEEN WINTERS TRUSTEE 0.25 0.75 X 0 0 0 JEFF MIRES TRUSTEE 0.25 0.75 X 0 0 0 CHESTER TRAIL TRUSTEE 0.25 0.75 X 0 0 0 JULI GUY TRUSTEE 0.25 0.75 X 0 0 0 JEFFERY SCHWARTZ TRUSTEE 0.25 0.75 X 0 0 0 BOBBIE ABLE TREASURER 0.25 0.75 X X 0 0 0 TERRI RODRIGUEZ CEO/EXECUTIVE DIRECTOR 17.00 23.00 X 0 153894 15476 KEN RICHMOND DIRECTOR OF FINANCE 18.00 22.00 X 0 90937 14013 MEGAN O'BRIEN EXECUTIVE VICE PRESIDENT 40.00 0.00 X 94293 0 1885 94293 244831 31374 0 0 1 0 RIVERVIEW INDUSTRIES 8280 W SR 163 OAK HARBOR OH 43449 DAY HABILITATION 773689 OTTAWA COUNTY TRANSPORTATION 275 N TOUSSANT SOUTH ROAD OAK HARBOR OH 43449 TRANSPORTATION 577205 MEDICAL STAFFING PO BOX 840292 DALLAS TX 75284 PERSONAL STAFFING 406482 NORTHWEST LTD SERVICES 2662 WOODVILLE ROAD NORTHWOOD OH 43619 ADULT CARE 178025 4 2319383 220401 2539784 MEDICAID PAYMENTS 623990 24768699 24768699 MANAGEMENT FEES 541610 50856 50856 RENT REVENUE 531110 43473 43473 24863028 460 460 26193 0 26193 26193 26193 51073 49205 1868 1868 1868 1850 9911 -8061 -8061 MISCELLANEOUS INCOME 900099 242235 35000 207235 LAWN CARE INCOME 900099 42614 42614 284849 27708121 24905642 35000 227695 650163 650163 96178 96178 14993318 12767783 2193769 31766 145533 131650 13883 1578266 1429419 148847 1346902 1036887 310015 59047 59047 29214 29214 1118766 963378 148086 7302 60382 60382 881823 652548 229275 104703 104703 462489 342242 120247 144267 106757 37510 9208 6814 2394 48658 36007 12651 1037565 767798 269767 199115 147345 51770 MEDICAL SUPPLIES 544677 544677 DAY HAB SERVICES 2046293 2046293 FRANCHISE FEE 695153 695153 FOOD 473559 473559 360720 264356 96364 27085999 23062829 3984102 39068 1442 1442 512313 307768 2796874 2903723 9442 72713 33973739 24899848 9666150 9073891 9304462 11459943 188191 238212 22478874 24057692 2896269 1943046 188191 238212 859953 817186 3944413 2998444 X 17234424 19626232 1300037 1433016 18534461 21059248 22478874 24057692 X 622122 1902665 X X 0 1 X 1 0 X 1537915 6972445 3429996 2407367 2539784 16887507 18956843 17231412 18271224 20562047 24905642 99927168 20494758 24203857 21701220 22969414 27445426 116814675 0 0 0 116814675 22232 24034 24571 25696 26653 123186 9884 10042 10042 8530 8530 47028 32116 34076 34613 34226 35183 170214 1436531 123999 47694 57093 209085 1874402 21963405 24361932 21783527 23060733 27689694 118859291 0.98280 0.98180 0.00140 0.00140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 64,257. 2021 AMOUNT: $ 116,746. 2022 AMOUNT: $ 42,244. 2023 AMOUNT: $ 53,780. 2024 AMOUNT: $ 207,235. VENDING INCOME - 2020 AMOUNT: $ 8,285. 2021 AMOUNT: $ 7,253. 2022 AMOUNT: $ 5,450. 2023 AMOUNT: $ 3,313. 2024 AMOUNT: $ 1,850. WORKERS COMP REFUND OTHER REFUNDS - 2020 AMOUNT: $ 1,363,989. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 554908 554908 24387690 17922602 6465088 1634436 1391031 243405 7396705 5586215 1810490 9073891 INTEREST IN RELATED ORGANIZATIONS 11066961 F RELATED PARTY RECEIVABLES 392982 C 11459943 X PART IV, LINE 2B: THIS ACCOUNT REPRESENTS CASH MAINTAINED BY LUTHER HOME OF MERCY FOR ITS RESIDENTS. LUTHER HOME OF MERCY HAS A FIDUCIARY RESPONSIBILITY OVER THESE FUNDS. PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION IS REQUIRED TO DETERMINE WHETHER A TAX POSITION OF THE ORGANIZATION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. HOWEVER, MANAGEMENT'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, NEW TAX LAWS, REGULATIONS, AND ADMINISTRATIVE INTERPRETATIONS (INCLUDING RELEVANT COURT DECISIONS). THE ORGANIZATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 0 LUTHER HOME OF MERCY FOUNDATION 5810 N MAIN ST PO BOX 187 WILLISTON OH 43465 341680157 501(C)(3) 650163 0 PROVIDE DONATIONS FOR LUTHER HOME OF MERCY FOUNDATION FOR FUTURE NEEDS NOT COVERED THROUGH DONATIONS. 1 0 0 0 0 0 0 0 0 0 0 TERRI RODRIGUEZ CEO/EXECUTIVE DIRECTOR 0 153894 0 0 0 0 0 3330 0 12146 0 169370 0 0 FORM 990, PART VI, SECTION A, LINE 6 CERTAIN CONGREGATIONS WITHIN THE LUTHERAN CHURCH SYSTEM ARE MEMBERS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. MANAGEMENT, THE FINANCE COMMITTEE, AND THE BOARD REVIEW THE 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL INTERESTS ANNUALLY. WHENEVER THERE IS A POSSIBILITY OF CONFLICT OF INTEREST, SUCH CONCERNS ARE EXPRESSED IN WRITING TO THE EXECUTIVE DIRECTOR FOR RESPONSE. WHEN SUCH CONCERNS ARE BROUGHT, THE EXECUTIVE DIRECTOR OR HER DESIGNEE REVIEWS THEM FOR RESOLUTION AND REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMPENSATION REVIEW INCLUDES REVIEW OF HISTORICAL DATA OF THE ORGANIZATION, REVIEW OF COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS AS OBTAINED FROM THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA), THE ASSOCIATION OF OHIO PHILANTHROPIC HOMES AND SERVICES FOR THE AGING, LUTHERAN SERVICES IN AMERICA, AND OTHER COMPENSATION DATA OBTAINED DIRECTLY FROM VARIOUS LUTHER SOCIAL MINISTRY ORGANIZATIONS IN OHIO. IN ADDITION TO THIS REVIEW THE BOARD HAS IN THE PAST CONTRACTED WITH OUTSIDE CONSULTANTS TO UNDERTAKE STUDIES OF EXECUTIVE COMPENSATION INFORMATION FOR PRESENTATION TO THE BOARD. THE BOARD'S EXECUTIVE COMMITTEE REVIEWS THIS INFORMATION IN DEPTH AND DRAFTS A RECOMMENDATION TO THE FULL BOARD AS TO ANY CHANGES IN EXECUTIVE COMPENSATION. THE FULL BOARD THEN DETERMINES EXECUTIVE COMPENSATION BASED ON THIS DATA AND RECOMMENDATION WHICH IS DOCUMENTED WITHIN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF FOUNDATION 1,902,665. FORM 990, PART XI, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES REPSONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FILLING MEMORIAL HOME OF MERCY INC N-160 SR 108 NAPOLEON OH 43545 344481347 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 LUTHERAN MINISTRIES OF MERCY 0 FILLING HOME FOUNDATION N-160 SR 108 NAPOLEON OH 43545 341747447 SUPPORT FILLING MEMORIAL HOME OH 501(C)(3) LINE 12A, I N/A 0 FMHM COMMUNITY LIVING N-160 SR 108 NAPOLEON OH 43545 208597755 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 0 FULFILLING HOUSING INC N-160 SR 108 NAPOLEON OH 43545 450577994 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 FULFILLING HOUSING II INC N-160 SR 108 NAPOLEON OH 43545 320272307 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 FULFILLING HOUSING III INC N-160 SR 108 NAPOLEON OH 43545 320272309 START UP ENTITY WILL PROVIDE DISABLED AND ELDERLY AFFORDABLE HOUSING OH 501(C)(3) LINE 10 N/A 0 FULFILLING HOUSING IV INC N-160 SR 108 NAPOLEON OH 43545 320272312 START UP ENTITY WILL PROVIDE DISABLED AND ELDERLY AFFORDABLE HOUSING OH N/A 0 FMHM HOUSING CORP N-160 SR 108 NAPOLEON OH 43545 208599973 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 0 LUTHER HOME OF MERCY FOUNDATION 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 341680157 PROVIDE DONATIONS FOR LUTHER HOME OF MERCY FOR COSTS NOT COVERED BY GOV'T OH 501(C)(3) LINE 12A, I N/A 0 MERCY OUTREACH MINISTRIES INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 311762518 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES II INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 300074718 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES III INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 510559043 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES IV INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 161758563 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES V INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 223966179 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES VI INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 223966180 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES VII INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 474241337 START UP ENTITY WILL PROVIDE AFFORDABLE RENTALS FOR DISABLED AND ELDERLY OH 501(C)(3) LINE 7 N/A 0 LHM PROPERTIES INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 161758565 START UP ENTITY WILL PROVIDE AFFORDABLE RENTALS FOR DISABLED AND ELDERLY OH 501(C)(3) LINE 7 N/A 0 LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO 2149 COLLINGWOOD BLVD TOLEDO OH 43620 344428225 SOCIAL SERVICES PROVIDER OH 501(C)(3) LINE 7 LUTHERAN MINISTRIES OF MERCY 0 LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION 2149 COLLINGWOOD BLVD TOLEDO OH 43620 341743473 SUPPORT LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO OH 501(C)(3) LINE 12B, II N/A 0 LUTHERAN MINISTRIES OF MERCY INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 461893000 PROVIDED GOVERNANCE, EXECUTIVE, AND ADMIN FUNCTIONS FOR AFFILIATE ORGS OH 501(C)(3) LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0