Lutheran Home For The Aged Association - West
- Assets
- $7.8m
- Revenue
- $10.9m
- Investments
- $0.0
- Employees
- 283
- Location
- Perry, IA
- Founding
- 10/2000
- Data as of
- 08/2021
- EIN
- 42-1402559
Organization Overview
Lutheran Home For The Aged Association - West, operating under the name Perry Lutheran Home, is located in Perry, IA. The organization was established in 2000. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. As of 08/2021, Perry Lutheran Home employed 283 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Perry Lutheran Home 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 08/2021, Perry Lutheran Home generated $10.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 9.0% each year. All expenses for the organization totaled $11.0m during the year ending 08/2021. While expenses have increased by 9.5% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SERVING CHRIST BY SERVING OTHERS WITH NURSING CARE, SKILLED CARE, DEMENTIA CARE, ASSISTED LIVING AND HOMECARE PROVIDED FOR THE ELDERLY AND INFIRM.
Describe the Organization's Program Activity:
PRIVATE AND SEMI-PRIVATE ROOMS, AS WELL AS A HOSPICE CARE SUITE, ARE AVAILABLE FOR PATIENTS RECEIVING LONG-TERM NURSING CARE. DURING THEIR STAY, PATIENTS CAN UTILIZE REHABILITATION SERVICES AS WELL AS SOCIAL AND EDUCATIONAL ACTIVITIES. A FULL-TIME CHAPLAIN IS ALSO AVAILABLE.
A SPECIALTY DEMENTIA-TRAINED STAFF LED BY A CERTIFIED DEMENTIA TRAINER EMPLOYS PRACTICES THAT NURTURE PERSON-CENTERED CARE AND FOSTERS A HOMELIKE ENVIRONMENT FOR MEMORY CARE PATIENTS. EARLY STAGE DEMENTIA NEEDS ARE MET THROUGH A DEMENTIA SPECIFIC LIVING AREA AT SPRING VALLEY CAMPUS. AS RESIDENTS PROGRESS AND NEED MORE CARE, THEY CAN MOVE TO ST. JAMES PLACE. ST. JAMES PLACE FEATURES STATE-OF-THE-ART STIMULUS STATIONS TO KEEP RESIDENTS ENGAGED AND STIMULATED IN A HOMELIKE SETTING. IN THE LATE STAGES OF DEMENTIA, RESIDENTS' NEEDS ARE MET AT ST. JOHNS PLACE, WHICH FEATURES A LOWER STIMULUS ENVIRONMENT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rev Max Phillips Chief Executive Officer | Officer | 40 | $57,831 |
Curt Carlson Board Chair | OfficerTrustee | 1 | $0 |
Alan Metz Vice Chair | OfficerTrustee | 1 | $0 |
Carole White Mandernach Secretary/treasurer | OfficerTrustee | 1 | $0 |
Nancy Harker Board Member | Trustee | 1 | $0 |
Ann Carrick Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,441,193 |
| All other contributions, gifts, grants, and similar amounts not included above | $196,334 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,637,527 |
| Total Program Service Revenue | $9,177,931 |
| Investment income | $272 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,766 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $10,872,743 |
| 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. | $57,831 |
| Compensation of current officers, directors, key employees. | $57,831 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,846,156 |
| Pension plan accruals and contributions | $3,760 |
| Other employee benefits | $410,347 |
| Payroll taxes | $402,060 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $50,315 |
| Fees for services: Accounting | $42,505 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $592,833 |
| Advertising and promotion | $0 |
| Office expenses | $343,532 |
| Information technology | $162,632 |
| Royalties | $0 |
| Occupancy | $683,568 |
| Travel | $26,180 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,825 |
| Interest | $242,349 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $328,739 |
| Insurance | $116,689 |
| All other expenses | $0 |
| Total functional expenses | $11,026,769 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $271,027 |
| Savings and temporary cash investments | $43,162 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $544,599 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $11,002 |
| Prepaid expenses and deferred charges | $7,535 |
| Net Land, buildings, and equipment | $6,902,969 |
| Investments—publicly traded securities | $4,419 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $22,059 |
| Total assets | $7,806,772 |
| Accounts payable and accrued expenses | $1,179,730 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $29,468 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $6,860,708 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $394,985 |
| Total liabilities | $8,464,891 |
| Net assets without donor restrictions | -$658,119 |
| Net assets with donor restrictions | $0 |
| 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 | $7,806,772 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Lutheran Home For The Aged Association - West has recieved totaling $9,920.
| Awarding Organization | Amount |
|---|---|
Network For Good Inc Washington, DC PURPOSE: UNRESTRICTED | $9,832 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $88 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Immanuel Retirement Communities Omaha, NE | $159,357,540 | $36,993,278 |
Tarrant County Senior Living Center Inc West Des Moines, IA | $161,252,746 | $23,022,366 |
Barton Creek Senior Living Center Inc West Des Moines, IA | $120,925,043 | $23,689,068 |
Presbyterian Homes And Services Roseville, MN | $66,716,638 | $30,662,544 |
Washington & Jane Smith Community- Orland Park Orland Park, IL | $98,659,201 | $23,019,583 |
Good Shepherd Lutheran Home Of Sauk Rapids Minnesota Sauk Rapids, MN | $33,093,333 | $25,176,810 |
Clare Oaks Bartlett, IL | $26,201,984 | $13,279,793 |
Augustana Health Care Center Of Apple Valley Edina, MN | $23,811,041 | $22,017,190 |
Ness Healthcare Nfp Lincolnwood, IL | $31,649,898 | $15,770,291 |
Moosehaven Inc Mooseheart, IL | $55,843,533 | $19,375,610 |
Minnesota Odd Fellows Home Inc Northfield, MN | $22,867,310 | $19,456,798 |
Oakwood Village Prairie Ridge Homes Inc Madison, WI | $61,014,266 | $15,535,778 |