Lutheran Homes of Oconomowoc Inc
Donations deductibleLutheran Homes of Oconomowoc Inc's network
15 people5 organisationsi15 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (20) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Atty Mary Lee Ratzel Chair | Past Chair | 2018 | 8 yrs |
| Phil Holland Chair | Chair | 2018 | 8 yrs |
| Al Buscemi | Director | 2024 | 2 yrs |
| Beth Boyer-Ryan | Director | 2023 | 3 yrs |
| Bill Lentz | Treasurer | 2022 | 4 yrs |
| Buck Silkey | Director | 2024 | 2 yrs |
| Carol Zeutzius | Director (Thru Oct 2024) | 2018 | 8 yrs |
| Joel Lammers | Director | 2020 | 6 yrs |
| John Boray | Director | 2022 | 4 yrs |
| Katie Miller | Director | 2022 | 4 yrs |
| Kurt Schrang | Director (Thru Oct 2024) | 2018 | 8 yrs |
| Mary JO O'Malley | Company secretary | 2020 | 6 yrs |
| Mary Kay Sokop | Director | 2018 | 8 yrs |
| Norman Eckstaedt | Vice Chair | 2018 | 8 yrs |
| Roger Mayer | Director | 2022 | 4 yrs |
Officers and senior leadership
12 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Barbara Dehnert | Director of Food Services | since 2019 |
| Bryan Polinske | COO | since 2019 |
| Carolyn Clauter | Director of Human Resources | since 2019 |
| Dale Dahlke | CEO (Starting 1/18) | since 2018 |
| Edward Somers | CEO (Until 1/18) | 2018 |
| Emily Karls | Administrator | since 2022 |
| Joan Birr | CFO (Thru July 2024) | since 2018 |
| Kathie Froemming | Assistant Dir of Nursing | 2024 |
| Lisa Recht | Senior Living Coordinator | 2018 |
| Michelle Vanschyndle | Director of Nursing | since 2023 |
| Sarah Williams-Berg | Community Relations Director | since 2023 |
| Scott Bergin | CFO (From July 2024) | 2024 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Dale Dahlke | CEO (Thru May 2025) | 38 | $180k | $9k | |
| Bryan Polinske | COO | 40 | $167k | $35k | |
| Tyler Gudex | CEO | 38 | $154k | $609 | |
| Scott Bergin | CFO | 38 | $153k | $31k | |
| Emily Karls | Administrator | 40 | $134k | $8k | |
| Sarah Williams-Berg | Community Relations Direct | 40 | $119k | $32k | |
| Vickie Ford | Registered Nurse | 40 | $118k | $25k | |
| Michelle van Schyndle | Director of Nursing | 40 | $114k | $31k | |
| Phil Holland | Chair | 2 | $0 | ||
| Atty Mary Lee Ratzel | Past Chair | 2 | $0 | ||
| Norman Eckstaedt | Vice Chair | 2 | $0 | ||
| Bill Lentz | Treasurer | 2 | $0 | ||
| Mary Jo O'malley | Secretary | 2 | $0 | ||
| John Boray | Director | 2 | $0 | ||
| Beth Boyer-Ryan | Director | 2 | $0 | ||
| Al Buscemi | Director | 2 | $0 | ||
| Joel Lammers | Director | 2 | $0 | ||
| Roger Mayer | Director | 2 | $0 | ||
| Katie Miller | Director | 2 | $0 | ||
| Buck Silkey | Director | 2 | $0 | ||
| Mary Kay Sokop | Director | 2 | $0 |
About
- Legal name
- Lutheran Homes of Oconomowoc Inc
- EIN
- 390845016
- Address
- Po Box 208, Oconomowoc, WI, 53066-0208
- State
- Wisconsin
- Mission
- Reflecting christ's love, we provide homes and resources for seniors as a continuing care retirement community and provider of community based services. (as filed on the Form 990)
- Activity (NTEE)
- P750 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 9 (IRS master file code)
- Formed
- 1939
- Principal officer
- Scott Bergin (as named on the Form 990)
- IRS ruling date
- 1 December 1954
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsAtty Mary Lee Ratzel
≥8years on the filingsPhil Holland
≥8years on the filingsCarol Zeutzius
≥8years on the filingsKurt Schrang
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $93.1m
- Total liabilities
- $35.8m
- Net assets or fund balances
- $57.2m
- Contributions and grants received
- $362k
- Program service revenue
- $27m
- Employees
- 577
- Volunteers
- 250
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $26.9m | $24.3m | $2.7m |
As filed on the IRS Form 990. US dollars.