Nonprofit · EIN 39-0845016
LUTHERAN HOMES OF OCONOMOWOC INC
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $29,214,571 | $26,181,922 | $3,032,649 | $93,067,658 | $35,827,236 | $57,240,422 |
| December 31, 2024 | 990 | $26,949,518 | $24,272,632 | $2,676,886 | $85,818,845 | $33,747,755 | $52,071,090 |
| December 31, 2023 | 990 | $25,592,619 | $23,907,495 | $1,685,124 | $79,137,480 | $31,400,182 | $47,737,298 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $362,161
- Program service revenue
- $26,976,234
- Investment income
- $1,517,715
- Net rental income
- -$42,212
- Net gain from sales of assets
- $609,049
- Other revenue
- $358,461
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $526,331
- Other salaries and wages
- $13,451,180
- Salaries, compensation and benefits (total)
- $17,151,169
- Professional fundraising fees
- $0
- Legal fees
- $655
- Accounting fees
- $41,703
- Occupancy
- $1,052,418
- Travel
- $15,709
- Depreciation
- $3,341,480
- Program services (functional)
- $21,132,731
- Management and general (functional)
- $5,049,191
Balance sheet and other
- Total assets, start of year
- $85,818,845
- Total assets, end of year
- $93,067,658
- Total liabilities, end of year
- $35,827,236
- Net assets, end of year
- $57,240,422
- Land, buildings and equipment
- $53,479,652
- Publicly traded securities
- $27,512,768
- Net assets without donor restrictions
- $57,058,762
- Net assets with donor restrictions
- $181,660
- Gross unrelated business income
- $149,953
- Gross receipts
- $31,466,291
- Employees
- 577
- Volunteers
- 250
- Year formed
- 1939
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRYAN POLINSKE | COO Highest-paid employee | 40 | $167,304 | $35,497 |
| DALE DAHLKE | CEO (THRU MAY 2025) Officer | 38 | $180,050 | $8,574 |
| SCOTT BERGIN | CFO Officer | 38 | $152,857 | $30,662 |
| TYLER GUDEX | CEO Officer | 38 | $153,578 | $609 |
| SARAH WILLIAMS-BERG | COMMUNITY RELATIONS DIRECT Highest-paid employee | 40 | $118,646 | $32,450 |
| MICHELLE VAN SCHYNDLE | DIRECTOR OF NURSING Highest-paid employee | 40 | $113,604 | $31,209 |
| VICKIE FORD | REGISTERED NURSE Highest-paid employee | 40 | $117,898 | $25,164 |
| EMILY KARLS | ADMINISTRATOR Highest-paid employee | 40 | $133,917 | $7,906 |
| PHIL HOLLAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ATTY MARY LEE RATZEL | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NORMAN ECKSTAEDT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BILL LENTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MARY JO O'MALLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN BORAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AL BUSCEMI | DIRECTOR Trustee or director | 2 | $0 |
| JOEL LAMMERS | DIRECTOR Trustee or director | 2 | $0 |
| ROGER MAYER | DIRECTOR Trustee or director | 2 | $0 |
| KATIE MILLER | DIRECTOR Trustee or director | 2 | $0 |
| BUCK SILKEY | DIRECTOR Trustee or director | 2 | $0 |
| MARY KAY SOKOP | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DALE DAHLKE | CEO Officer | 38 | $259,511 | $40,345 |
| BRYAN POLINSKE | COO Highest-paid employee | 40 | $156,537 | $35,176 |
| JOAN BIRR | CFO (THRU JULY 2024) Officer | 38 | $164,198 | $20,241 |
| SARAH WILLIAMS-BERG | COMMUNITY RELATIONS DIRECT Highest-paid employee | 40 | $112,572 | $33,421 |
| MICHELLE VANSCHYNDLE | DIRECTOR OF NURSING Highest-paid employee | 40 | $107,845 | $30,851 |
| EMILY KARLS | ADMINISTRATOR Highest-paid employee | 40 | $127,534 | $6,453 |
| KATHIE FROEMMING | ASSISTANT DIR OF NURSING Highest-paid employee | 40 | $107,997 | $16,485 |
| SCOTT BERGIN | CFO (FROM JULY 2024) Officer | 38 | $80,646 | $495 |
| PHIL HOLLAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ATTY MARY LEE RATZEL | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NORMAN ECKSTAEDT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BILL LENTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MARY JO O'MALLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN BORAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AL BUSCEMI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOEL LAMMERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROGER MAYER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATIE MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KURT SCHRANG | DIRECTOR (THRU OCT 2024) Trustee or director | 2 | $0 | $0 |
| BUCK SILKEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY KAY SOKOP | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL ZEUTZIUS | DIRECTOR (THRU OCT 2024) Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DALE DAHLKE | CEO Officer | 38 | $244,430 | $20,362 |
| JOAN BIRR | CFO Officer | 38 | $203,218 | $15,779 |
| BRYAN POLINSKE | COO Highest-paid employee | 40 | $149,668 | $15,705 |
| CAROLYN CLAUTER | DIRECTOR OF HUMAN RESOURCE Highest-paid employee | 35 | $128,660 | $11,002 |
| EMILY KARLS | ADMINISTRATOR Highest-paid employee | 40 | $122,635 | $6,121 |
| SARAH WILLIAMS-BERG | COMMUNITY RELATIONS DIRECTOR Highest-paid employee | 40 | $108,111 | $13,934 |
| MICHELLE VANSCHYNDLE | DIRECTOR OF NURSING Highest-paid employee | 40 | $104,311 | $11,321 |
| PHIL HOLLAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ATTY MARY LEE RATZEL | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NORMAN ECKSTAEDT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BILL LENTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KAREN JENSEN | SECRETARY (THRU OCT 2023) Trustee or director, Officer | 2 | $0 | $0 |
| MARY JO O'MALLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN BORAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOEL LAMMERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROGER MAYER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATIE MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KURT SCHRANG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY KAY SOKOP | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL ZEUTZIUS | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 208, OCONOMOWOC, WI 53066-0208
- In care of
- % JOAN BIRR
- Principal officer (990 for 2025)
- SCOTT BERGIN, PO BOX 208, OCONOMOWOC, WI 53066
- Signed the 990
- SCOTT BERGIN, CFO
- Phone
- (262) 567-8341
- Website
- WWW.SHOREHAVENLIVING.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
REFLECTING CHRIST'S LOVE, WE PROVIDE HOMES AND RESOURCES FOR SENIORS AS A CONTINUING CARE RETIREMENT COMMUNITY AND PROVIDER OF COMMUNITY BASED SERVICES.
Program accomplishments
- NURSING HOME CARE: OPERATION OF A SKILLED NURSING FACILITY AND REHABILITATION CENTER. PROVIDED 28,700 DAYS OF SKILLED NURSING SERVICES AND REHABILITATION. MAJORITY OF MEDICARE CLIENTS REHAB AND RETURN HOME TO THE COMMUNITY.Expenses $10,578,538 · revenue $14,398,336
- PROVIDE INDEPENDENT LIVING ACCOMMODATIONS FOR SENIORS THROUGH 141 UNITS ACROSS A FULL RANGE OF APARTMENT SIZES AND COSTS.Expenses $3,520,490 · revenue $5,038,359
- PROVIDE ASSISTED LIVING HOUSING AND SERVICES TO INDIVIDUALS ON AN A LA CARTE BASIS IN ORDER TO PRESERVE INDEPENDENCE AND CONSERVE THE RESIDENTS' ASSETS.Expenses $2,870,902 · revenue $3,391,920
- PROVIDE HOUSING AND SERVICES TO INDIVIDUALS WITHIN A LICENSED CBRF FOR MEMORY IMPAIRED.Expenses $1,630,227 · revenue $2,096,739
- PROVIDE COMMUNITY OUTREACH PROGRAMS THROUGH OUR LIFE ENRICHMENT CENTER.Expenses $1,418,496 · revenue $532,638
- PROVIDE IN HOME ASSISTANCE FOR CLIENTS WHO WISH TO REMAIN IN THEIR HOMES.Expenses $1,114,078 · revenue $1,518,242
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0845016
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $93,067,658
- Income (IRS master file)
- $31,466,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $29,214,571 | $26,181,922 | $93,067,658 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $26,949,518 | $24,272,632 | $85,818,845 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $25,592,619 | $23,907,495 | $79,137,480 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $23,909,544 | $22,827,877 | $74,973,078 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0845016).
Questions about LUTHERAN HOMES OF OCONOMOWOC INC
- What is the EIN of LUTHERAN HOMES OF OCONOMOWOC INC?
- The employer identification number (EIN) of LUTHERAN HOMES OF OCONOMOWOC INC is 39-0845016.
- Is LUTHERAN HOMES OF OCONOMOWOC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to LUTHERAN HOMES OF OCONOMOWOC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN HOMES OF OCONOMOWOC INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LUTHERAN HOMES OF OCONOMOWOC INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN HOMES OF OCONOMOWOC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LUTHERAN HOMES OF OCONOMOWOC INC?
- The 990 for the year ended December 31, 2025 names SCOTT BERGIN.
- Who are the officers and directors of LUTHERAN HOMES OF OCONOMOWOC INC?
- The 990 for the year ended December 31, 2025 lists 21 people; 8 received compensation from the organization, the highest $167,304 (BRYAN POLINSKE, COO).
- How much revenue does LUTHERAN HOMES OF OCONOMOWOC INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $29,214,571, expenses of $26,181,922 and total assets of $93,067,658 at year end.
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