Totals
- Total revenue
- $9,233,538
- Total expenses
- $8,866,319
- Contributions and grants received
- $270
- Grants paid
- $0
- Program service revenue
- $9,137,890
- Investment income
- $5,591
- Other revenue
- $89,787
- Total assets, end of year
- $7,481,371
- Total liabilities, end of year
- $872,034
- Net assets or fund balances, end of year
- $6,609,337
- Program services expenses (Part IX)
- $7,062,017
- Management and general expenses
- $1,804,302
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,062,017
Program services were 79.6% 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
$270
-
2a · Program service revenue: NURSING HOME
total $7,656,722 · related or exempt $7,656,722
-
2b · Program service revenue: RESIDENTIAL FACILITY
total $1,475,394 · related or exempt $1,475,394
-
2c · Program service revenue: BEAUTY SHOP REVENUE
total $5,774 · related or exempt $5,774
-
3 · Investment income
total $5,591 · excluded $5,591
-
11a · Other revenue: TRANSPORTATION
total $6,990 · excluded $6,990
-
11d · All other revenue
total $82,797 · excluded $82,797
-
11e · Other revenue, total
$89,787
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $2,898,230 · program services $2,722,608 · management and general $175,622
-
8 · Pension plan contributions
total $18,746 · program services $18,746
-
9 · Other employee benefits
total $185,443 · program services $184,446 · management and general $997
-
10 · Payroll taxes
total $209,082 · program services $209,082
-
11a · Fees: management
total $848,197 · management and general $848,197
-
11b · Fees: legal
total -$1,386 · management and general -$1,386
-
11c · Fees: accounting
total $42,981 · management and general $42,981
-
11g · Fees: other
total $2,176,467 · program services $1,992,505 · management and general $183,962
-
12 · Advertising and promotion
total $120,672 · program services $25,932 · management and general $94,740
-
13 · Office expenses
total $4,345 · management and general $4,345
-
14 · Information technology
total $104,559 · program services $104,559
-
16 · Occupancy
total $407,496 · program services $384,823 · management and general $22,673
-
17 · Travel
total $85,589 · program services $85,589
-
19 · Conferences, conventions and meetings
total $24,178 · management and general $24,178
-
20 · Interest
total $2,084 · program services $2,084
-
22 · Depreciation, depletion and amortization
total $258,563 · program services $258,563
-
23 · Insurance
total $155,257 · program services $155,257
-
24a · Other expenses: SUPPLIES
total $491,380 · program services $481,235 · management and general $10,145
-
24b · Other expenses: DIETARY EXPENSES
total $364,044 · program services $364,044
-
24c · Other expenses: DUES AND LICENSES
total $231,423 · management and general $231,423
-
24d · Other expenses: MISC.
total $166,425 · management and general $166,425
-
24e · All other expenses
total $72,544 · program services $72,544
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,819,109 · end of year $3,201,609
-
4 · Accounts receivable
beginning of year $1,402,442 · end of year $1,245,954
-
9 · Prepaid expenses and deferred charges
beginning of year $51,151 · end of year $26,249
-
10a · Land, buildings and equipment: cost or other basis
$14,955,592
-
10b · Land, buildings and equipment: accumulated depreciation
$12,708,722
-
10c · Land, buildings and equipment, net
beginning of year $2,391,423 · end of year $2,246,870
-
15 · Other assets
beginning of year $601,098 · end of year $760,689
-
17 · Accounts payable and accrued expenses
beginning of year $917,373 · end of year $844,713
-
20 · Tax-exempt bond liabilities
beginning of year $60,864 · end of year $0
-
25 · Other liabilities
beginning of year $44,868 · end of year $27,321
-
27 · Net assets without donor restrictions
beginning of year $6,242,118 · end of year $6,609,337
Mission and programs · 2024
Mission
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.
-
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.
Expenses $7,062,017 · Revenue $9,137,890
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
TERRY SCHLEIF
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5 + 1.5 related
-
JIM FETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
MIKE KROLCZYK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
KIM SUHS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
NICOLE CHWALA
CFO
- Total calculated
- $262,650
- From this org
- $0
- From related orgs
- $246,907
- Other
- $15,743
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $246,907 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $15,743 related
- Filer's total
- $0 + $262,650 related
-
MATT MAUTHE
CEO
- Total calculated
- $548,823
- From this org
- $0
- From related orgs
- $526,170
- Other
- $22,653
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $526,170 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $22,653 related
- Filer's total
- $0 + $548,823 related
-
MICHAEL LIBBY
COO
- Total calculated
- $295,684
- From this org
- $0
- From related orgs
- $278,411
- Other
- $17,273
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $278,411 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $17,273 related
- Filer's total
- $0 + $295,684 related
-
KEN SMITH
PRESIDENT
- Total calculated
- $111,712
- From this org
- $0
- From related orgs
- $110,935
- Other
- $777
- Hours/week
- 1 + 2 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
- 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
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.
-
LUTHERAN HOMES AND HEALTH SERVICES INC
501(C)(3) · PROVIDE MANAGEMENT SERVICES TO FOND DU LAC LUTHERAN HOME, INC · WI
-
LUTHERAN HOMES AND HEALTH SERVICES FOUNDATION INC
501(C)(3) · FUND DEVELOPMENT · WI
Directly controlled by LUTHERAN HOMES AND HEALTH SERVICES INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513179349308416
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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