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Nonprofiteer
← LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST

Form 990 for tax year 2024

Filed by LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST.

Totals

Total revenue
$14,367,863
Total expenses
$13,400,300
Contributions and grants received
$160,791
Grants paid
$0
Program service revenue
$14,104,906
Investment income
$102,166
Other revenue
$0
Total assets, end of year
$11,011,684
Total liabilities, end of year
$9,228,621
Net assets or fund balances, end of year
$1,783,063
Program services expenses (Part IX)
$11,338,790
Management and general expenses
$2,061,510
Fundraising expenses
$0
Program service expenses (Part III)
$11,338,790

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $160,791

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $13,727,981 · related or exempt $13,727,981

  • 2b · Program service revenue: CAFETERIA REVENUE

    total $192,619 · related or exempt $192,619

  • 2c · Program service revenue: MISCELLANEOUS REVENUE

    total $184,306 · related or exempt $184,306

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $102,166 · excluded $102,166

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $273,519 · program services $179,422 · management and general $94,097

  • 7 · Other salaries and wages

    total $7,126,972 · program services $6,334,611 · management and general $792,361

  • 8 · Pension plan contributions

    total $7,316 · program services $6,445 · management and general $871

  • 9 · Other employee benefits

    total $639,361 · program services $568,734 · management and general $70,627

  • 10 · Payroll taxes

    total $549,912 · program services $484,449 · management and general $65,463

  • 11b · Fees: legal

    total $17,280 · management and general $17,280

  • 11c · Fees: accounting

    total $65,926 · management and general $65,926

  • 11g · Fees: other

    total $718,156 · program services $499,483 · management and general $218,673 · fundraising $0

  • 12 · Advertising and promotion

    total $73,024 · management and general $73,024

  • 13 · Office expenses

    total $368,925 · program services $239,860 · management and general $129,065

  • 14 · Information technology

    total $205,892 · program services $69,213 · management and general $136,679

  • 16 · Occupancy

    total $814,994 · program services $812,030 · management and general $2,964

  • 17 · Travel

    total $30,186 · program services $13,891 · management and general $16,295

  • 19 · Conferences, conventions and meetings

    total $31,346 · program services $11,935 · management and general $19,411

  • 20 · Interest

    total $438,733 · program services $395,956 · management and general $42,777

  • 22 · Depreciation, depletion and amortization

    total $441,193 · program services $292,815 · management and general $148,378

  • 23 · Insurance

    total $148,426 · management and general $148,426

  • 24a · Other expenses: MEDICAL SUPPLIES & DRUGS

    total $863,603 · program services $863,603

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $331,724 · program services $330,759 · management and general $965

  • 24c · Other expenses: PROVIDER TAX EXPENSE

    total $235,584 · program services $235,584

  • 24d · Other expenses: LICENSES, DUES, & SUBSCRIPTIONS

    total $18,228 · management and general $18,228

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $402,184 · end of year $601,915

  • 2 · Savings and temporary cash investments

    beginning of year $419,912 · end of year $309,824

  • 4 · Accounts receivable

    beginning of year $644,300 · end of year $788,634

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $5,570 · end of year $2,854

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,972 · end of year $9,750

  • 10a · Land, buildings and equipment: cost or other basis

    $12,315,978

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,213,379

  • 10c · Land, buildings and equipment, net

    beginning of year $6,245,175 · end of year $6,102,599

  • 11 · Investments: publicly traded securities

    beginning of year $4,786 · end of year $5,081

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $3,625,422 · end of year $3,191,027

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,188,169 · end of year $1,117,597

  • 21 · Escrow or custodial account liability

    beginning of year $19,115 · end of year $20,926

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $8,128,299 · end of year $6,997,710

  • 25 · Other liabilities

    beginning of year $1,229,837 · end of year $1,092,388

  • 27 · Net assets without donor restrictions

    beginning of year $790,901 · end of year $1,783,063

Mission and programs · 2024

Mission

PROVIDING QUALITY CARE OF THE ELDERLY OR INFIRM, ESPECIALLY CUTTING EDGE CARE FOR THOSE SUFFERING FROM ALZHEIMER'S DISEASE AND OTHER DEMENTIAS AND THEIR FAMILIES AND CAREGIVERS.

  • THE KING'S GARDEN CAMPUS PROVIDES LONG TERM SKILLED NURSING SERVICES. THE CAMPUS OPERATES 79 MEDICARE AND MEDICAID CERTIFIED NURSING FACILITY BEDS. THE OBJECTIVE OF THE PROGRAM IS TO PROVIDE A SAFE, SUPPORTIVE, AND COMPASSIONATE CARE ENVIRONMENT FOR RESIDENTS NEEDING SKILLED NURSING SERVICES, WHILE SUPPORTING THEIR PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL WELL BEING. IN ADDITION, A LOCAL CHURCH OPERATES AN ON SITE DAYCARE WITHIN THE FACILITY THAT PROVIDES CHILDCARE SERVICES TO EMPLOYEES, CHURCH MEMBERS, AND THE SURROUNDING COMMUNITY.

    Expenses $5,711,244 · Revenue $6,606,566

  • EDEN ACRES CAMPUS PROVIDES A CONTINUUM OF HOUSING AND CARE SERVICES TO OLDER ADULTS, INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, AND SKILLED NURSING CARE. THE CAMPUS OPERATES 57 MEDICARE AND MEDICAID CERTIFIED BEDS, AND 20 INDEPENDENT LIVING UNITS. THE PROGRAM'S OBJECTIVE IS TO PROVIDE SAFE, MAINTENANCE FREE HOUSING, AND SUPPORTIVE SERVICES THAT PROMOTE INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE.

    Expenses $4,521,999 · Revenue $5,845,644

  • THE SPRING VALLEY CAMPUS PROVIDES ASSISTED LIVING SERVICES TO OLDER ADULTS WHO REQUIRE SUPPORT WITH DAILY ACTIVITIES WHILE MAINTAINING A LEVEL OF INDEPENDENCE. THE CAMPUS OPERATES 32 ASSISTED LIVING APARTMENTS. THE OBJECTIVE OF THE PROGRAM IS TO OFFER A SECURE, SUPPORTIVE LIVING ENVIRONMENT FOR SENIORS NEEDING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, WHILE ENABLING RESIDENTS TO AGE IN PLACE WITH DIGNITY AND TO MAINTAIN THEIR PHYSICAL, SOCIAL, AND EMOTIONAL WELL BEING WITHIN A COMMUNITY CENTERED SETTING.

    Expenses $1,105,547 · Revenue $1,652,696

As filed on the 2024 return.

Listed in Part VII

  • Ann Carrick

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dennis Martens

    VICE CHAIR BEG 10/24

    Total calculated
    $0
    Hours/week
    1

  • Mark Gerken

    BOARD CHAIR BEG 10/24

    Total calculated
    $0
    Hours/week
    1

  • Alan Metz

    BOARD CHAIR END & BOARD MEMBER BEG 10/24

    Total calculated
    $0
    Hours/week
    1

  • Anita McVey

    BOARD MEMBER BEG 10/24

    Total calculated
    $0
    Hours/week
    1

  • Cole Adair

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deb Koelln

    BOARD MEMBER BEG 10/24

    Total calculated
    $0
    Hours/week
    1

  • Mike Grothe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Randall McCaulley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melissa Gannon

    CHIEF OPERATING OFFICER

    Total calculated
    $179,422
    From this org
    $149,165
    From related orgs
    $0
    Other
    $30,257
    Hours/week
    40

  • Rev Max Phillips

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $94,097
    From this org
    $83,783
    From related orgs
    $0
    Other
    $10,314
    Hours/week
    40

  • Mollie Clark

    DIRECTOR OF MARKETING

    Total calculated
    $143,753
    From this org
    $133,410
    From related orgs
    $0
    Other
    $10,343
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PERRY LUTHERAN HOME - ROWLEY CAMPUS LLC

    ASSISTED LIVING · IA · income $5,862,844 · assets $4,441,786

    Directly controlled by PLH

Provenance

Return type
form_990
Tax year
2024
Filed
11 June 2026
IRS schema version
2024v5.1
Source object
202641629349300714

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