Civic Intelligence

Wartburg Home Foundation Inc.

990 • Fiscal year 2014 • EIN 13-3621266

Jan 01, 2014 to Dec 31, 2014 • Filed on May 20, 2015

Organization ProfileWWW.THEWARTBURGFOUNDATION.ORG
Wartburg PlaceMount Vernon, NY 10552

(914) 513-5308

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.29x

Higher debt load relative to assets than 52% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

4.66x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

1st percentile

-345%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

4th percentile

-15%

Faster asset growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-38%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$26,156,942

Down $4,779,451 (-15%) from 2013

Net Assets

Down

$18,459,127

Down $4,907,540 (-21%) from 2013

Liabilities

Up

$7,697,815

Up $128,089 (+1.7%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin1st percentile

Revenue

Down

$1,652,511

Down $992,193 (-38%) from 2013

Expenses

Up

$7,359,970

Up $4,260,367 (+137%) from 2013

Net Income

Down

-$5,707,459

Down $5,252,560 (-1155%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $27,196,586Liabilities 2010: $118,465Net Assets 2010: $27,078,1212010Assets 2011: $25,136,763Liabilities 2011: $124,274Net Assets 2011: $25,012,4892011Assets 2012: $25,779,023Liabilities 2012: $3,060,202Net Assets 2012: $22,718,8212012Assets 2013: $30,936,393Liabilities 2013: $7,569,726Net Assets 2013: $23,366,6672013Assets 2014: $26,156,942Liabilities 2014: $7,697,815Net Assets 2014: $18,459,1272014Assets 2015: $27,362,381Liabilities 2015: $10,768,176Net Assets 2015: $16,594,2052015Assets 2016: $25,991,553Liabilities 2016: $9,302,849Net Assets 2016: $16,688,7042016Assets 2017: $22,575,204Liabilities 2017: $4,686,033Net Assets 2017: $17,889,1712017Assets 2018: $19,765,001Liabilities 2018: $4,007,740Net Assets 2018: $15,757,2612018Assets 2019: $21,962,099Liabilities 2019: $4,665,945Net Assets 2019: $17,296,1542019Assets 2020: $21,840,801Liabilities 2020: $5,045,302Net Assets 2020: $16,795,4992020Assets 2021: $22,875,244Liabilities 2021: $6,442,346Net Assets 2021: $16,432,8982021Assets 2022: $20,663,040Liabilities 2022: $9,048,142Net Assets 2022: $11,614,8982022Assets 2023: $21,419,413Liabilities 2023: $11,070,512Net Assets 2023: $10,348,9012023Assets 2024: $11,800,687Liabilities 2024: $1,808,064Net Assets 2024: $9,992,6232024

Highlighted filing

2014

Assets$26,156,942
Liabilities$7,697,815
Net Assets$18,459,127
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $1,973,7562010Expenses 2011: $2,557,7222011Expenses 2012: $4,949,3902012Revenue 2013: $2,644,704Expenses 2013: $3,099,603Net Income 2013: -$454,8992013Revenue 2014: $1,652,511Expenses 2014: $7,359,970Net Income 2014: -$5,707,4592014Revenue 2015: $2,176,832Expenses 2015: $2,007,828Net Income 2015: $169,0042015Revenue 2016: $3,389,519Expenses 2016: $1,374,933Net Income 2016: $2,014,5862016Revenue 2017: $1,563,485Expenses 2017: $2,470,089Net Income 2017: -$906,6042017Revenue 2018: $2,245,086Expenses 2018: $1,284,561Net Income 2018: $960,5252018Revenue 2019: $733,322Expenses 2019: $2,203,589Net Income 2019: -$1,470,2672019Revenue 2020: $599,510Expenses 2020: $2,614,708Net Income 2020: -$2,015,1982020Revenue 2021: $1,907,042Expenses 2021: $3,079,322Net Income 2021: -$1,172,2802021Revenue 2022: $970,481Expenses 2022: $2,180,035Net Income 2022: -$1,209,5542022Revenue 2023: $1,037,521Expenses 2023: $3,909,998Net Income 2023: -$2,872,4772023Revenue 2024: $3,957,561Expenses 2024: $1,221,286Net Income 2024: $2,736,2752024

Highlighted filing

2014

Revenue$1,652,511
Expenses$7,359,970
Net Income-$5,707,459
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 20, 2015
Return Version
2014v5.0
Gross Receipts
$9,161,466
Mission and Program Overview

Mission

The foundation's mission is to steward the wartburg endowment funds; generate income through testamentary gifts, annual fund solicitations, and grant requests; and award funds to wartburg adult care community programs, other lutheran ministries, or to any other deserving charity that strives to help older adults live with dignity.

The wartburg foundation is the fund raising arm of the wartburg adult care community, a lutheran social ministry serving people of all faiths since 1866.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$25,568,824$24,657,752▼ $911,072
Prepaid Expenses and Deferred Charges$8,071$307,861▲ $299,790
Pledges and Grants Receivable$111,258$107,047▼ $4,211
Savings and Temporary Cash Investments$128,974$23,618▼ $105,356
Total Assets$30,936,393$26,156,942▼ $4,779,451
Other Assets Total$5,119,266$1,060,664▼ $4,058,602
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,512,341$7,673,503▲ $161,162
Accounts Payable and Accrued Expenses$57,385$24,312▼ $33,073
Total Liabilities$7,569,726$7,697,815▲ $128,089
Net Assets / Fund Balance
Unrestricted Net Assets$20,616,670$16,190,065▼ $4,426,605
Permanently Rstr Net Assets$2,302,359$2,250,123▼ $52,236
Temporarily Rstr Net Assets$447,638$18,939▼ $428,699
Total Net Assets Fund Balance$23,366,667$18,459,127▼ $4,907,540
Total Liabilities and Net Assets / Fund Balance$30,936,393$26,156,942▼ $4,779,451

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$411,837--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,749,997$26,250▼ $45,516$461,669$2,269,062
2013$2,702,612$64,790▲ $318,106$335,511$2,749,997
2012$2,665,647$27,313▲ $340,237$330,585$2,702,612
2011$9,311,835$35,762▼ $87,108$1,899,371$7,364,105
2010$8,574,947$37,316▲ $858,517$158,945$9,311,835
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Dr Nicholas CicchettiChairman
Mark JacobsVice Chair & Treasurer
Jane Bello BurkeDirector
John D Del BeneDirector
Rev Robert BoehlerDirector
Ulrich J RosaDirector
Rev Sarah Payne BrownSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$235,227
Program Service Revenue
$0
Investment Income
$1,417,284
Other Revenue
$0
All Other Contributions
$235,227
Change in Net Assets
$-5,707,459

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,652,511
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$799,919
Total Revenue per Audited Statements
$2,452,430
Total Revenue per Form 990
$1,652,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,893,682
Other Expenses$466,288
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,893,682--$6,893,682
Fees for Service Investment Mgmnt Fees-$96,519-$96,519
Interest-$36,848-$36,848
Advertising-$35,890-$35,890
Fees for Services Accounting-$15,000-$15,000
Insurance-$12,410-$12,410
Fees for Services Other-$8,325-$8,325
Fees for Services Legal-$5,200-$5,200
Other Expenses-$3,000-$3,000
Total Functional Expenses$6,893,682$466,288$0$7,359,970

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,359,970
Total Expenses per Audited Statements$7,359,970
Total Expenses per Form 990$7,359,970
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Wartburg HomeMount Vernon, NY501 (c) 3Grant Money Went Toward the Pastoral Care Program, Financial Aid, Capital Project,creative Arts Program, Emergency Aid Funds and General Support.$6,749,982
Wartburg Senior HousingMount Vernon, NY501 (c) 3For Support of Elderly in Senior Housing That No Longer Have Funds to Pay.$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The irs form 990 is emailed to all board members for their review. A special executive & finance committee meeting is held to review the irs form 990.”

Form 990, Part VI, Section B, Line 12C

“The foundation has an annual review of its compliance policy and employees are required to sign an acknowledgement.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its financial statements and governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Wartburg Foundation
EIN
13-3621266
Phone
9145135308
Address
WARTBURG PLACE, MOUNT VERNON, NY 10552

Signing Officer

Name
David Gentner
Title
President
Phone
9145135308
Signed
2015-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Gentner
Formed
1991
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Nugent & Haeussler Pc
Address
101 BRACKEN ROAD, MONTGOMERY, NY 12549
Preparer
Mark M Levy
Phone
8454571100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There is no specific committee for oversight of audits however the board of directors assumes responsibility.”

Financial Statement Notes

PART X, LINE 2:

“As of december 31, 2014, management believes that based on evaluation of the foundation's tax positions that any additional liability as a result of uncertain tax positions would not be material. Management continually evaluates expiring statutes of limitations, changes in tax law, and new authoritative rulings to assist in evaluating the foundation's tax positions. Accrued interest and penalties associated with uncertain tax positions, if any, would be recognized as part of the income tax provision. Income tax returns are filed in the u.s. Federal jurisdiction and state jurisdictions. U.s. Federal and state income tax returns prior to fiscal year 2011 are closed.”

Raw XML AppendixShowing 400 of 517 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYGrantsAndSimilarPaidAmt02727762
IRS990/PYInvestmentIncomeAmt02226002
IRS990/PYOtherExpensesAmt0371841
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-454899
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03099603
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02644704
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5707459
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128974
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0235227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0418702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0103433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0427246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01913567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03098175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0636582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0568848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0660781
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0675076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01771728
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04313015
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41800
IRS990ScheduleA/PublicSupportPY170Pct00.43940
IRS990ScheduleA/PublicSupportTotal170Amt03098175
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0235227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0418702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0103433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0427246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01913567
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03098175
IRS990ScheduleA/TotalSupportAmt07411190
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02749997
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt026250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02269062
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-45516
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0461669
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02702612
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt064790
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02749997
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0318106
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0335511
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02665647
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt027313
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02702612
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0340237
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0330585
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09311835
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt035762
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07364105
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-87108
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01899371
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08574947
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt037316
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09311835
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0858517
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0158945
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07359970
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0799919
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0362513
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14490093
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt212363498
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt37029811
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4411837
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CASH & EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc2EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc3EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4INTEREST IN LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.99160
IRS990ScheduleD/RevenueNotReportedAmt0799919
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01652511
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF DECEMBER 31, 2014, MANAGEMENT BELIEVES THAT BASED ON EVALUATION OF THE FOUNDATION'S TAX POSITIONS THAT ANY ADDITIONAL LIABILITY AS A RESULT OF UNCERTAIN TAX POSITIONS WOULD NOT BE MATERIAL. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS TO ASSIST IN EVALUATING THE FOUNDATION'S TAX POSITIONS. ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE RECOGNIZED AS PART OF THE INCOME TAX PROVISION. INCOME TAX RETURNS ARE FILED IN THE U.S. FEDERAL JURISDICTION AND STATE JURISDICTIONS. U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2011 ARE CLOSED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00840
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt024657752
IRS990ScheduleD/TotalExpensesPerForm990Amt07359970
IRS990ScheduleD/TotalRevenuePerForm990Amt01652511
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02452430
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07359970
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06749982
IRS990ScheduleI/RecipientTable/CashGrantAmt1100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (C) 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT MONEY WENT TOWARD THE PASTORAL CARE PROGRAM, FINANCIAL AID, CAPITAL PROJECT,CREATIVE ARTS PROGRAM, EMERGENCY AID FUNDS AND GENERAL SUPPORT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FOR SUPPORT OF ELDERLY IN SENIOR HOUSING THAT NO LONGER HAVE FUNDS TO PAY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE WARTBURG HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WARTBURG SENIOR HOUSING
IRS990ScheduleI/RecipientTable/RecipientEIN0131740497
IRS990ScheduleI/RecipientTable/RecipientEIN1134043128
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 WARTBURG PLACE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11 WARTBURG PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOUNT VERNON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MOUNT VERNON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010552
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110552
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS TO THE WARTBURG HOME AND SENIOR HOUSING ARE MONITORED BY REVIEWING EXPENDITURES FOR EACH INDIVIDUAL ACTIVITY. SPECIFIC PROJECTS ARE MONITORED THROUGH THE REVIEW OF SUBMITTED INVOICES AND A SCHEDULE OF CURRENT COMPLETED WORK IS KEPT FOR EACH PROJECT TO DOCUMENT THE PROGRESS UNTIL ITS COMPLETION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE IRS FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW. A SPECIAL EXECUTIVE & FINANCE COMMITTEE MEETING IS HELD TO REVIEW THE IRS FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS AN ANNUAL REVIEW OF ITS COMPLIANCE POLICY AND EMPLOYEES ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO SPECIFIC COMMITTEE FOR OVERSIGHT OF AUDITS HOWEVER THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE WARTBURG HOME OF THE EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WARBURG SENIOR HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2THE WARTBURG RESIDENTIAL COMMUNITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131740497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1134043128
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2133695648
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NURSING HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HOUSING ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HOUSING COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01 WARTBURG PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11 WARTBURG PLACE

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,156,942
Liabilities
$7,697,815
Net assets
$18,459,127
Revenue
$1,652,511
Expenses
$7,359,970
Net income
-$5,707,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$1.81$9.99$3.96$1.22$2.74
2023Detailed filing. Detailed filing data is available for this year.$21.4$11.1$10.3$1.04$3.91$2.87
2022Detailed filing. Detailed filing data is available for this year.$20.7$9.05$11.6$0.97$2.18$1.21
2021Detailed filing. Detailed filing data is available for this year.$22.9$6.44$16.4$1.91$3.08$1.17
2020Detailed filing. Detailed filing data is available for this year.$21.8$5.05$16.8$0.60$2.61$2.02
2019Detailed filing. Detailed filing data is available for this year.$22.0$4.67$17.3$0.73$2.20$1.47
2018Detailed filing. Detailed filing data is available for this year.$19.8$4.01$15.8$2.25$1.28$0.96
2017Detailed filing. Detailed filing data is available for this year.$22.6$4.69$17.9$1.56$2.47$0.91
2016Detailed filing. Detailed filing data is available for this year.$26.0$9.30$16.7$3.39$1.37$2.01
2015Detailed filing. Detailed filing data is available for this year.$27.4$10.8$16.6$2.18$2.01$0.17
2014Detailed filing. Detailed filing data is available for this year.$26.2$7.70$18.5$1.65$7.36$5.71
2013Detailed filing. Detailed filing data is available for this year.$30.9$7.57$23.4$2.64$3.10$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$3.06$22.7$4.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$0.12$25.0$2.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$0.12$27.1$1.97