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Nonprofiteer
← LUTHERAN HOME CARE AGENCY INC

Form 990 for tax year 2023

Filed by LUTHERAN HOME CARE AGENCY INC.

Totals

Total revenue
$876,104
Total expenses
$1,224,167
Contributions and grants received
$9,356
Grants paid
$0
Program service revenue
$834,410
Investment income
$4,452
Other revenue
$27,886
Total assets, end of year
$4,335,619
Total liabilities, end of year
$4,461,734
Net assets or fund balances, end of year
-$126,115
Program services expenses (Part IX)
$663,011
Management and general expenses
$561,156
Fundraising expenses
$0
Program service expenses (Part III)
$663,011

Program services were 54.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RITCH CUSHWAY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • PETE BENDER

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • PAUL NYQUIST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • CARL SCHOENOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • AMY BENKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • KAREN STORCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • DAVID M GEHM

    PRESIDENT & CEO

    Total calculated
    $249,665
    From this org
    $0
    From related orgs
    $239,980
    Other
    $9,685
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,980 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,522 related
    Nontaxable benefits
    $0 + $7,163 related
    Filer's total
    $0 + $249,665 related

  • TIMOTHY KALBFLEISCH

    SR. VP FINANCE AND CFO

    Total calculated
    $226,562
    From this org
    $0
    From related orgs
    $222,855
    Other
    $3,707
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,855 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,217 related
    Nontaxable benefits
    $0 + $1,490 related
    Filer's total
    $0 + $226,562 related

  • ALBERT D KAUL

    VP OF FOUNDATION, CDO

    Total calculated
    $123,938
    From this org
    $0
    From related orgs
    $116,960
    Other
    $6,978
    Hours/week
    0.08 + 39.92 related

  • ERIC R MUSUM

    VP, CTO

    Total calculated
    $171,444
    From this org
    $0
    From related orgs
    $162,481
    Other
    $8,963
    Hours/week
    0.08 + 39.92 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,481 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $1,693 related
    Nontaxable benefits
    $0 + $7,270 related
    Filer's total
    $0 + $171,444 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ALPENA VILLAGE

    RESIDENTIAL CONTINUING CARE RETIREMENT FACILITY · MI · general or managing partner

  • GIBRALTAR

    PROVIDE AFFORDABLE HOUSING TO THE ELDERLY · MI · general or managing partner

  • TRANSITIONAL CARE COMMUNITY LLC

    RESIDENTIAL CONTINUING CARE RETIREMENT FACILITY · MI · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202413189349307481

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