UNITED LUTHERAN PROGRAM FOR THE AGING INC

EIN: 390981434 501(c)(3) Human Services

WAUWATOSA, WI

Total Revenue
$33,388,920
Total Expenses
$33,139,745
Total Assets
$52,364,342
Net Assets
$22,656,514
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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
WI
Principal Officer
STEPHANIE CHEDID
Phone
4144643880
Tax Period
2024-01-01 to 2024-12-31

UNITED LUTHERAN PROGRAM FOR THE AGING INC, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $33.4M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

SHARE GOD'S LOVE BY ENRICHING THE LIVES OF OLDER ADULTS.

Program Service Accomplishments

Program 1
Expenses: $15,055,917 Revenue: $15,837,317

LUTHER MANOR HEALTH CARE CENTER PROVIDES SKILLED NURSING CARE AND SERVICES FOR THE FRAIL ELDERLY. WITHIN THE HEALTH CARE CENTER IS A DEDICATED REHABILITATION CENTER. THE PROGRAM ALSO OFFERS MEDICAL...

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LUTHER MANOR HEALTH CARE CENTER PROVIDES SKILLED NURSING CARE AND SERVICES FOR THE FRAIL ELDERLY. WITHIN THE HEALTH CARE CENTER IS A DEDICATED REHABILITATION CENTER. THE PROGRAM ALSO OFFERS MEDICAL STAFF AND OVERSIGHT THROUGH A CONTRACT WITH FROEDTERT COMMUNITY PHYSICIANS AND A PARTNERSHIP WITH FROEDTERT HEALTH SYSTEM. LUTHER MANOR ALSO PARTNERS WITH LEADING, NATIONAL SERVICES ORGANIZATIONS TO PROVIDE RESIDENTS WITH PERSONALIZED PHYSICAL, SPEECH, RESPIRATORY AND OCCUPATIONAL THERAPIES, AS WELL AS PSYCHIATRIC SERVICES, PODIATRY AND DENTAL CARE - ALL ON SITE. THE FACILITY IS LICENSED FOR PARTICIPATION IN BOTH MEDICARE AND MEDICAID.

Program 2
Expenses: $6,135,400 Revenue: $5,571,175

THE LUTHER MANOR TERRACE 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 CONTINUING...

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THE LUTHER MANOR TERRACE 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 CONTINUING CARE RETIREMENT 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.

Program 3
Expenses: $5,136,333 Revenue: $4,983,949

THE COURTYARDS AT LUTHER MANOR PROVIDES SUPPORTIVE (ASSISTED) LIVING SERVICES FOR THE FRAIL ELDERLY WHO RESIDE IN LUTHER MANOR'S LICENSED "COMMUNITY BASED RESIDENTIAL FACILITY (CBRF)". THE COURTYARDS...

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THE COURTYARDS AT LUTHER MANOR PROVIDES SUPPORTIVE (ASSISTED) LIVING SERVICES FOR THE FRAIL ELDERLY WHO RESIDE IN LUTHER MANOR'S LICENSED "COMMUNITY BASED RESIDENTIAL FACILITY (CBRF)". THE COURTYARDS PROGRAM ALSO INCLUDES FLEXIBLE DINING, SCHEDULED TRANSPORTATION, SOCIAL, RECREATIONAL AND LIFE ENRICHMENT OPPORTUNITIES, ONSITE BEAUTY SALON SERVICES, LAUNDRY AND CLEANING SERVICES, AND ACCESS TO ONSITE SKILLED NURSING AND REHABILITATION SERVICES IF NEEDED.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,647,517
Program Service Revenue $29,105,711
Investment Income $1,380,046
Other Revenue $255,646
TOTAL REVENUE $33,388,920

Expense Breakdown

Grants Paid $0
Salaries & Benefits $16,750,465
Fundraising Expenses $34,804
Program Expenses $28,676,362
Other Expenses $16,389,280
TOTAL EXPENSES $33,139,745

Year-over-Year Comparison

2024 2023 Change
Revenue $33,388,920 $29,651,801 +0.1%
Expenses $33,139,745 $30,071,281 +0.1%
Net Income $249,175 $-419,480 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
8
Employees
545
Volunteers
73

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$639,007
Total Directors
10
$442,158
Key Employees
2
$413,804
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANIE CHEDID PRESIDENT & CEO 45.00
Officer Director
$336,450 $105,708 $442,158
KRISTINE IWINSKI CHAIR 0.50
Officer Director
$0 $0 $0
ANDREW VEDDER VICE CHAIR 0.50
Officer Director
$0 $0 $0
KEITH FRALEIGH TREASURER 0.50
Officer Director
$0 $0 $0
ELIZABETH STRACHOTA-BENZ SECRETARY 0.50
Officer Director
$0 $0 $0
TRISHYA BROWN DIRECTOR 0.50
Director
$0 $0 $0
DAVID EDQUIST DIRECTOR 0.50
Director
$0 $0 $0
CAROLYN ESSWEIN DIRECTOR (THRU JUNE 2024) 0.50
Director
$0 $0 $0
KRISTIN MCLEAN DIRECTOR 0.50
Director
$0 $0 $0
RAYMOND ZASTROW DIRECTOR 0.50
Director
$0 $0 $0
ARTHUR KEUP CFO 45.00
Officer
$178,787 $18,062 $196,849
KAREN GIBBS CHIEF CLINICAL OFFICER 50.00
Key Emp
$191,627 $20,329 $211,956
PATRICK HANSEN CHIEF EXPERIENCE OFFICER 50.00
Key Emp
$195,723 $6,125 $201,848
HERMINIA DEGUZMAN REGISTERED NURSE 48.50
Highest
$143,477 $19,096 $162,573
SABRINA BROOKS REGISTERED NURSE SUPERVISOR 45.80
Highest
$138,349 $16,027 $154,376
ROSEMARY UZZI LICENSED PRACTICAL NURSE 53.50
Highest
$127,891 $18,103 $145,994
STEVEN WATSON EXECUTIVE DIRECTOR OF THE LUTHER MANOR FOUNDATION 12.50
Highest
$140,000 $1,712 $141,712
SHERMAN MILLER EXECUTIVE DIRECTOR OF HUMAN RESOURCES 50.00
Highest
$127,450 $5,204 $132,654
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $33,388,920 $33,139,745 $52,364,342 $249,175
2023 $29,651,801 $30,071,281 $45,082,707 $-419,480
2022 $26,200,196 $28,562,726 $41,124,824 $-2,362,530
2021 $32,538,554 $28,978,930 $44,109,199 $3,559,624
2020 $30,469,570 $30,221,226 $46,394,633 $248,344
2019 $30,065,945 $30,805,157 $43,479,299 $-739,212
2018 $31,240,991 $32,646,495 $45,047,443 $-1,405,504
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