2025-07-29T17:42:06-05:00 2024-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2024-01-01 391889721 LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC LUTH 2625678341 PO BOX 208 OCONOMOWOC WI 53066 SCOTT BERGIN CFO 2625678341 2025-07-29 1 1 SOLOMON MARDAKHAEV P01806552 4144319300 2025-07-29 2024 2025-03-06 01:10:19Z TYLER GUDEX PO BOX 208 OCONOMOWOC WI 53066 670382 0 X WWW.SHOREHAVENLIVING.ORG X 1997 WI SOLICIT AND RECEIVE FINANCIAL SUPPORT FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC. 13 13 0 15 0 0 299239 222039 0 0 16216 170420 0 0 315455 392459 0 0 0 0 0 0 0 0 14162 11677 14162 11677 14162 303778 378297 6708138 7638435 0 3476 6708138 7634959 SOLICIT AND RECEIVE FINANCIAL SUPPORT FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC. 0 0 0 0 0 SOLICIT AND RECEIVE SUBSTANTIAL FINANCIAL SUPPORT TO ACCOMPLISH THE CHARITABLE ENDS OF THE CORPORATION AND MAKE DISTRIBUTIONS TO AND FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC. WHICH PROVIDES HOMES AND SERVICES TO SENIORS IN A MANNER THAT REFLECTS CHRIST'S LOVE. NO DISTRIBUTIONS WERE MADE TO LUTHERAN HOMES OF OCONOMOWOC, INC. DURING 2024. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 WI X SCOTT BERGIN 2625606969 1305 W WISCONSIN AVENUE OCONOMOWOC WI 53066 PHIL HOLLAND CHAIR 2.00 2.00 X X 0 0 0 ATTY MARY LEE RATZEL PAST CHAIR 2.00 2.00 X X 0 0 0 NORMAN ECKSTAEDT VICE CHAIR 2.00 2.00 X X 0 0 0 BILL LENTZ TREASURER 2.00 2.00 X X 0 0 0 MARY JO O'MALLEY SECRETARY 2.00 2.00 X X 0 0 0 JOHN BORAY DIRECTOR 2.00 2.00 X 0 0 0 BETH BOYER-RYAN DIRECTOR 2.00 2.00 X 0 0 0 AL BUSCEMI DIRECTOR 2.00 2.00 X 0 0 0 JOEL LAMMERS DIRECTOR 2.00 2.00 X 0 0 0 ROGER MAYER DIRECTOR 2.00 2.00 X 0 0 0 KATIE MILLER DIRECTOR 2.00 2.00 X 0 0 0 KURT SCHRANG DIRECTOR (THRU OCT 2024) 2.00 2.00 X 0 0 0 BUCK SILKEY DIRECTOR 2.00 2.00 X 0 0 0 MARY KAY SOKOP DIRECTOR 2.00 2.00 X 0 0 0 CAROL ZEUTZIUS DIRECTOR (THRU OCT 2024) 2.00 2.00 X 0 0 0 DALE DAHLKE CEO 2.00 38.00 X 0 259511 40345 JOAN BIRR CFO (THRU JULY 2024) 2.00 38.00 X 0 164198 20241 SCOTT BERGIN CFO (FROM JULY 2024) 2.00 38.00 X 0 80646 495 0 504355 61081 0 0 1 0 0 222039 222039 183675 183675 264668 277923 -13255 -13255 -13255 392459 0 0 170420 14162 14162 14162 0 0 14162 808952 1056762 5899186 6581673 6708138 7638435 0 3476 0 3476 X 6708138 7634959 6708138 7634959 6708138 7638435 378297 548524 0 X X 0 1 X 1 0 X X 1 LUTHERAN HOMES OF OCONOMOWOC INC 390845016 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO LUTHERAN HOMES OF OCONOMOWOC 3476 3476 0 0 0 0 0 0 0 0 0 DALE DAHLKE CEO 0 245701 0 10000 0 3810 0 12449 0 27896 0 299856 0 0 JOAN BIRR CFO (THRU JULY 2024) 0 161340 0 0 0 2858 0 8261 0 11980 0 184439 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY LUTHERAN HOMES OF OCONOMOWOC, INC., A RELATED ORGANIZATION OF LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION, INC. LUTHERAN HOMES OF OCONOMOWOC, INC. ESTABLISHED THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL USING THE COMPENSATION SURVEY OR STUDY METHOD AND THE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE METHOD. FORM 990, PART VI, SECTION A, LINE 7A AT ALL TIMES, ONE DIRECTOR SHALL BE APPOINTED BY LUTHERAN HOMES OF OCONOMOWOC, INC. FORM 990, PART VI, SECTION A, LINE 7B REQUESTED REMOVAL OF THE DIRECTOR APPOINTED BY LUTHERAN HOMES OF OCONOMOWOC, INC. BY THE OTHER MEMBERS OF THE BOARD OF DIRECTORS MAY BE REQUESTED BY RESOLUTION OF THE BOARD OF DIRECTORS FORWARDED TO LUTHERAN HOMES OF OCONOMOWOC, INC., BUT SHALL NOT BE EFFECTIVE UNLESS APPROVED BY LUTHERAN HOMES OF OCONOMOWOC, INC. AND A REPLACEMENT APPOINTED BY THAT BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C LUTHERAN HOMES OF OCONOMOWOC REQUESTS THAT ALL MEMBERS OF THE BOARD OF DIRECTORS, CORPORATE MEMBERS, AND CORPORATE STAFF COMPLETE THE ANNUAL STATEMENT OF CONFLICT. THIS IS REQUESTED IN THE FALL OF EACH YEAR. IN THIS STATEMENT, ACKNOWLEDGEMENT OF ANY POTENTIAL CONFLICT IS TO BE IDENTIFIED. IN ADDITION, AS AN AGENDA ITEM ON ALL BOARD AND COMMITTEE MEETINGS IS ACKNOWLEDGEMENT OF ANY POTENTIAL CONFLICT OF INTEREST. DURING DISCUSSION OF THE AGENDA ITEM WHEREIN THERE IS A CONFLICT BY ONE OR MORE OF THE MEMBERS, THE BODY SHALL BEFOREHAND DECIDE AT WHAT LEVEL OF PRESENCE, DISCUSSION, AND DECISION MAKING THE MEMBER SHALL BE ALLOWED TO PARTICIPATE. FINALLY, REGULAR RECORDS WILL BE MAINTAINED OF ALL INSTANCES OF CONFLICT AND REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. LUTHERAN HOMES OF OCONOMOWOC INC PO BOX 208 OCONOMOWOC WI 53066 390845016 HOUSING AND SERVICES FOR SENIORS WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0