United Lutheran Program For The Aging Inc
- Assets
- $41.1m
- Revenue
- $26.2m
- Investments
- $0.0
- Employees
- 531
- Location
- Wauwatosa, WI
- Founding
- 01/1963
- Data as of
- 12/2022
- EIN
- 39-0981434
Organization Overview
United Lutheran Program For The Aging Inc, operating under the name Luther Manor, is located in Wauwatosa, WI. The organization was established in 1963. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 12/2022, Luther Manor employed 531 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Luther Manor is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Luther Manor generated $26.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (3.9%) each year. All expenses for the organization totaled $28.6m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (2.8%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SHARE GOD'S LOVE BY ENRICHING THE LIVES OF OLDER ADULTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
LUTHER MANOR HEALTH CARE CENTER PROVIDES SKILLED NURSING CARE AND SERVICES FOR FRAIL ELDERLY. WITHIN THE HEALTH CARE CENTER IS A DEDICATED REHABILITATION CENTER. THE HEALTH CARE CENTER ALSO HAS A CONTRACT WITH A HOSPITAL SYSTEM TO ASSIST IN TRANSITIONING DIFFICULT TO PLACE PATIENTS TO THEIR MOST IDEAL CARE SETTING. THIS PROGRAM, OUR ALTERNATIVE TRANSITIONAL CARE PROGRAM, FILLS A DIRE SERVICE GAP IN THE PUBLIC HEALTHCARE & SUPPORT SYSTEM AND ENABLES THE HOSPITAL SYSTEM TO PROVIDE CARE TO THOSE WITH THE GREATEST NEED. THE FACILITY IS LICENSED FOR PARTICIPATION IN BOTH MEDICARE AND MEDICAID.
LUTHER MANOR AT RIVER OAKS IS A 16-UNIT ASSISTED LIVING CENTER LOCATED IN MEQUON, WI. RIVER OAKS OFFERS SUPPORTIVE, ASSISTED LIVING AND 24-HOUR CARE SERVICES IN A WARM, HOME-LIKE SETTING. UNIQUE TO RIVER OAKS IS THE ABILITY TO FORM RELATIONSHIPS WITH STAFF WHICH ISN'T ALWAYS POSSIBLE IN A LARGER SETTING.LUTHER MANOR HOSPICE PROVIDES PATIENTS AND THEIR LOVED ONES THE OPPORTUNITY TO MAKE DECISIONS ABOUT END-OF-LIFE CARE, WHILE BEING SUPPOETED BY A DEDICATED, COMPASSIONATE STAFF OF PHYSICIANS, NURSES, CHAPLAINS, SOCIAL WORKERS, AND COUNSELORS. HOSPICE IS NOT A PLACE, NOR IS IT A RESIGNATION OF HOPE. IT IS NOT INTENTED TO HASTEN OR POSTPONE DEATH, BUT TO ENCOURAGE QUALITY IN LIFE, PRESERVE DIFNITY IN DYING AND OFFER SUPPORT IN GRIEF.
THE LUTHER MANOR TERRACE (LMT) PROVIDES ENGAGING AND SUPPORTIVE INDEPENDENT LIVING HOUSING AND SERVICES FOR OLDER ADULTS. APARTMENT RESIDENTS OFTEN CHOOSE THE LMT IN ORDER TO BECOME PART OF A LIFE PLAN COMMUNITY SETTING. THE LMT SERVICES AND AMENITIES INCLUDE LIFE ENRICHMENT OPPORTUNITIES, TRANSPORTATION SERVICES, DINING PROGRAM, SPIRITUAL WELLNESS, FITNESS, HEALTH, ENTERTAINMENT AND CULTURAL PROGRAMS. THE LMT ALSO PROVIDES PERSONAL CARE SERVICES TO RESIDENTS THROUGH THE SUPPORTIVE LIVING "RESIDENTIAL CARE APARTMENT COMPLEX" RCAC PROGRAM, WHICH HELPS RESIDENTS MAINTAIN INDEPENDENT LIVING.
THE COURTYARDS AT LUTHER MANOR PROVIDES SUPPORTIVE (ASSISTED) LIVING SERVICES FOR FRAIL ELDERLY WHO RESIDE IN LUTHER MANOR'S LICENSED "COMMUNITY BASED RESIDENTIAL FACILITY (CBRF)". THE COURTYARDS PROGRAM ALSO INCLUDES "SPECIAL CARE" SERVICES FOR PERSONS WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF DEMENTIA. THE COURTYARDS IS MEDICAID-CERTIFIED, ACCEPTING MEDICAID-WAIVER PROGRAM FUNDING.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephanie Chedid President & CEO | OfficerTrustee | 45 | $312,666 |
Kristine Iwinski Chair | OfficerTrustee | 0.5 | $0 |
Andrew Vedder Vice Chair | OfficerTrustee | 0.5 | $0 |
Keith Fraleigh Treasurer | OfficerTrustee | 0.5 | $0 |
Elizabeth Strachota-Benz Secretary | OfficerTrustee | 0.5 | $0 |
Raymond Zastrow Director | Trustee | 0.5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Sodexo Inc & Affiliates Dining Services | 12/30/22 | $1,566,380 |
Symbria Rehab Inc Therapy Services | 12/30/22 | $836,975 |
Caspian Technology Concepts Llc It Services | 12/30/22 | $555,950 |
Johnson Controls Inc Hvac Services | 12/30/22 | $415,805 |
Stu's Flooring Flooring Materials & Installation | 12/30/22 | $355,297 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $4,330,473 |
| Government grants | $314,107 |
| All other contributions, gifts, grants, and similar amounts not included above | $110,410 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,754,990 |
| Total Program Service Revenue | $22,809,783 |
| Investment income | $554,966 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$2,689,727 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $26,200,196 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $758,564 |
| Compensation of current officers, directors, key employees. | $758,564 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $12,709,126 |
| Pension plan accruals and contributions | $95,321 |
| Other employee benefits | $1,359,376 |
| Payroll taxes | $963,615 |
| Fees for services: Management | $9,860 |
| Fees for services: Legal | $66,217 |
| Fees for services: Accounting | $54,306 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $454,851 |
| Advertising and promotion | $389,148 |
| Office expenses | $36,941 |
| Information technology | $452,035 |
| Royalties | $0 |
| Occupancy | $1,430,588 |
| Travel | $16,788 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $49,021 |
| Interest | $299,229 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,513,977 |
| Insurance | $500,350 |
| All other expenses | $70,815 |
| Total functional expenses | $28,562,726 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,281,095 |
| Savings and temporary cash investments | $104,658 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $3,848,347 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $56,308 |
| Prepaid expenses and deferred charges | $272,109 |
| Net Land, buildings, and equipment | $18,420,399 |
| Investments—publicly traded securities | $16,950,906 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $191,002 |
| Total assets | $41,124,824 |
| Accounts payable and accrued expenses | $2,478,539 |
| Grants payable | $0 |
| Deferred revenue | $207,833 |
| Tax-exempt bond liabilities | $7,373,713 |
| Escrow or custodial account liability | $78,061 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $8,637,443 |
| Total liabilities | $18,775,589 |
| Net assets without donor restrictions | $22,283,551 |
| Net assets with donor restrictions | $65,684 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $41,124,824 |