Civic Intelligence

Lutheran Homes Foundation

990 • Fiscal year 2017 • EIN 16-1181550

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization ProfileWWW.LUTHERANCARE.ORG
108 Utica RoadClinton, NY 13323

(315) 853-5515

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.79x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • NTEE P • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

24.89x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • NTEE P • $5M-$10M nonprofits • Source year 2017

Net Margin

92nd percentile

37%

Higher net margin than 92% of similar nonprofits.

2017 filings • NTEE P • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

89th percentile

$280,483

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 103.7% of source-year revenue.

2017 filings • NTEE P • $5M-$10M nonprofits • Source year 2017

Asset Growth

67th percentile

7.4%

Faster asset growth than 67% of similar nonprofits.

2017 filings • NTEE P • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

128%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • NTEE P • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$8,519,964

Up $585,312 (+7.4%) from 2016

Net Assets

Up

$1,783,799

Up $154,783 (+9.5%) from 2016

Liabilities

Up

$6,736,165

Up $430,529 (+6.8%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin92nd percentile

Revenue

Up

$270,597

Up $152,043 (+128%) from 2016

Expenses

Up

$169,896

Up $3,061 (+1.8%) from 2016

Net Income

Up

$100,701

Up $148,982 (+309%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,911,670Liabilities 2011: $4,388,879Net Assets 2011: $1,522,7912011Assets 2012: $6,466,100Liabilities 2012: $4,896,416Net Assets 2012: $1,569,6842012Assets 2013: $7,222,446Liabilities 2013: $5,516,257Net Assets 2013: $1,706,1892013Assets 2014: $7,524,444Liabilities 2014: $5,826,247Net Assets 2014: $1,698,1972014Assets 2015: $7,318,290Liabilities 2015: $5,723,391Net Assets 2015: $1,594,8992015Assets 2016: $7,934,652Liabilities 2016: $6,305,636Net Assets 2016: $1,629,0162016Assets 2017: $8,519,964Liabilities 2017: $6,736,165Net Assets 2017: $1,783,7992017Assets 2018: $7,863,732Liabilities 2018: $6,343,335Net Assets 2018: $1,520,3972018Assets 2019: $9,032,926Liabilities 2019: $7,349,207Net Assets 2019: $1,683,7192019Assets 2020: $9,866,470Liabilities 2020: $7,956,200Net Assets 2020: $1,910,2702020Assets 2021: $10,783,671Liabilities 2021: $8,836,246Net Assets 2021: $1,947,4252021Assets 2022: $9,300,507Liabilities 2022: $7,910,712Net Assets 2022: $1,389,7952022Assets 2023: $10,059,921Liabilities 2023: $8,723,964Net Assets 2023: $1,335,9572023Assets 2024: $8,781,413Liabilities 2024: $7,382,923Net Assets 2024: $1,398,4902024

Highlighted filing

2017

Assets$8,519,964
Liabilities$6,736,165
Net Assets$1,783,799
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $68,749Expenses 2011: $89,820Net Income 2011: -$21,0712011Revenue 2012: $189,677Expenses 2012: $165,440Net Income 2012: $24,2372012Revenue 2013: $138,408Expenses 2013: $156,511Net Income 2013: -$18,1032013Revenue 2014: $253,995Expenses 2014: $182,516Net Income 2014: $71,4792014Revenue 2015: $179,483Expenses 2015: $171,861Net Income 2015: $7,6222015Revenue 2016: $118,554Expenses 2016: $166,835Net Income 2016: -$48,2812016Revenue 2017: $270,597Expenses 2017: $169,896Net Income 2017: $100,7012017Revenue 2018: $488,342Expenses 2018: $210,112Net Income 2018: $278,2302018Revenue 2019: $140,142Expenses 2019: $175,244Net Income 2019: -$35,1022019Revenue 2020: $474,147Expenses 2020: $235,918Net Income 2020: $238,2292020Revenue 2021: $160,400Expenses 2021: $233,068Net Income 2021: -$72,6682021Revenue 2022: $220,018Expenses 2022: $512,744Net Income 2022: -$292,7262022Revenue 2023: $520,117Expenses 2023: $709,907Net Income 2023: -$189,7902023Revenue 2024: $26,941Expenses 2024: $105,416Net Income 2024: -$78,4752024

Highlighted filing

2017

Revenue$270,597
Expenses$169,896
Net Income$100,701
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$835,996
Mission and Program Overview

Mission

Raise funds to benefit related organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,699,564$2,756,140▲ $56,576
Cash and Non-Interest-Bearing Accounts$93,818$37,120▼ $56,698
Prepaid Expenses and Deferred Charges$1,874$1,939▲ $65
Pledges and Grants Receivable$2,750$925▼ $1,825
Total Assets$7,934,652$8,519,964▲ $585,312
Other Assets Total$5,136,646$5,723,840▲ $587,194
Liabilities
Other Liabilities$6,294,211$6,727,273▲ $433,062
Accounts Payable and Accrued Expenses$11,425$8,892▼ $2,533
Total Liabilities$6,305,636$6,736,165▲ $430,529
Net Assets / Fund Balance
Unrestricted Net Assets$1,263,965$1,364,103▲ $100,138
Permanently Rstr Net Assets$254,386$268,606▲ $14,220
Temporarily Rstr Net Assets$110,665$151,090▲ $40,425
Total Net Assets Fund Balance$1,629,016$1,783,799▲ $154,783
Total Liabilities and Net Assets / Fund Balance$7,934,652$8,519,964▲ $585,312

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$95,178--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$375,480$14,220▲ $53,324$9,266$433,758
2016$335,134$14,312▲ $34,565$8,531$375,480
2015$335,729$14,621▼ $23,346$7,689$319,315
2014$309,676$17,731▲ $15,061$6,739$335,729
2013$260,539$21,695▲ $33,630$6,188$309,676
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleOtherTotal
Russell ClarkCFO$149,306$149,306
Robert BeachFormer CFO$37,661$37,661

Board Members and Trustees

NameTitle
Jerry BurkeChairman
Gareth EvansVice Chairman
Thomas UteschBoard Liason
Bruce DavisBoard Member
Edwin L PostBoard Member
Ferris J Betrus JrBoard Member
Michael SweeneyCEO
Lillian G WhiteSecretary
Steve MahlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,988
Program Service Revenue
$0
Investment Income
$222,414
Other Revenue
$5,195
All Other Contributions
$40,338
Change in Net Assets
$100,701

Audited Revenue Reconciliation

Revenue per Audited Statements
$255,774
Revenue Not Reported on Financial Statements
$14,823
Revenue Not Reported on Form 990
$83,883
Total Revenue per Audited Statements
$339,657
Total Revenue per Form 990
$270,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,896
Total Fundraising Expense$152,217
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates--$152,217$152,217
Fees for Services Accounting-$7,496-$7,496
Insurance-$4,142-$4,142
Other Expenses-$556-$556
Total Functional Expenses$0$17,679$152,217$169,896

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$184,874
Expenses per Audited Statements$169,896
Total Expenses per Form 990$169,896
Expenses Not Reported on Form 990$14,978
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,173
Fundraising Direct Expenses$14,978
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$22,823$20,173$14,978$5,195
Total Events$22,823$20,173$14,978$5,195
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Restricted Fund Held for Related Parties$5,444,238
Contributions Payable to Related Parties$1,175,740
Due to Related Parties$107,295
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 A, Line 6

“Community wellness partners, inc. Formerly lutheran care ministries network, inc., is the parent corporation and sole member of lutheran care charitable network, inc. Lutheran care charitable network, inc. Is the sole member of the following related organizations: katherine luther residential health care & rehabilitation center, inc.; lutheran home of central new york, inc.; and lutheran homes management services, inc. The executive committee of lutheran care charitable network, inc. Is the sole member of lutheran homes foundation, inc.”

Form 990, Part VI, Section A, Line 7A

“Community wellness partners, inc., is a self-perpetuating corporation whose directors are elected annually.”

Form 990, Part VI, Section B, Line 11B

“A completed form 990 and supporting schedules and documentation are given to the board of directors prior to submission.”

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

“On a yearly basis, a conflict of interest policy is reviewed and signed by every member of the board of directors.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public except for the form 990.”

Filing and Contact Details

Filer

Filer Name
Lutheran Homes Foundation
EIN
16-1181550
Phone
3158535515
Address
108 UTICA ROAD, CLINTON, NY 13323

Signing Officer

Name
Michael Sweeney
Title
CEO
Phone
3158535515
Signed
2018-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Sweeney
Formed
1982
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
15

Preparer

Firm
Bonadio & Co Llp
Address
7936 SENECA TURNPIKE, CLINTON, NY 13323
Preparer
Richard Zweifel
Phone
3157977781
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“SPECIAL EVENTS EXPENSE”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“SPECIAL EVENTS EXPENSE”

Part V, Line 4 - Intended Uses of Endowment Fund

“The endowment funds are held and the income is to be used to support the chaplaincy programs and also for general purposes.”

Raw XML AppendixShowing 400 of 658 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/PartialLiquidationInd00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt0152217
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0254386
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0268606
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02750
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0925
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01874
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01939
IRS990/PrincipalOfficerNm0MICHAEL SWEENEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt043229
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064191
IRS990/PYOtherExpensesAmt0166835
IRS990/PYOtherRevenueAmt011134
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-48281
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0166835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0118554
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0100701
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt063161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0110655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0448352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt068826
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt064108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037745
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0274200
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62050
IRS990ScheduleA/PublicSupportPY170Pct00.59130
IRS990ScheduleA/PublicSupportTotal170Amt0448352
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067779
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0110655
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0448352
IRS990ScheduleA/TotalSupportAmt0722552
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0375480
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt014220
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0433758
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt053324
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09266
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0335134
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt014312
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0375480
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034565
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt08531
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0335729
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt014621
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0319315
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-23346
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt07689
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0309676
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt017731
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0335729
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015061
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt06739
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0260539
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt021695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0309676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt06188
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt014978
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0169896
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014823
IRS990ScheduleD/NetUnrealizedGainsInvstAmt068905
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt026052
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1158372
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt25444238
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt395178
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0GIFT ANNUITIES RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST BEARING CASH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INVESTMENT - KIESEWETTER RESTRICTED FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3GOVERNMENT BONDS
IRS990ScheduleD/OtherExpensesIncludedAmt014978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01175740
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1107295
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25444238
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTIONS PAYABLE TO RELATED PARTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESTRICTED FUND HELD FOR RELATED PARTIES
IRS990ScheduleD/OtherRevenueAmt014978
IRS990ScheduleD/RevenueNotReportedAmt083883
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014823
IRS990ScheduleD/RevenueSubtotalAmt0255774
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE ENDOWMENT FUNDS ARE HELD AND THE INCOME IS TO BE USED TO SUPPORT THE CHAPLAINCY PROGRAMS AND ALSO FOR GENERAL PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05723840
IRS990ScheduleD/TotalExpensesPerForm990Amt0169896
IRS990ScheduleD/TotalLiabilityAmt06727273
IRS990ScheduleD/TotalRevenuePerForm990Amt0270597
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0339657
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0184874
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02650
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02650
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014978
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020173
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05195
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014978
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014978
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0239676
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014380
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026427
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL SWEENEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0280483
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY WELLNESS PARTNERS, INC. FORMERLY LUTHERAN CARE MINISTRIES NETWORK, INC., IS THE PARENT CORPORATION AND SOLE MEMBER OF LUTHERAN CARE CHARITABLE NETWORK, INC. LUTHERAN CARE CHARITABLE NETWORK, INC. IS THE SOLE MEMBER OF THE FOLLOWING RELATED ORGANIZATIONS: KATHERINE LUTHER RESIDENTIAL HEALTH CARE & REHABILITATION CENTER, INC.; LUTHERAN HOME OF CENTRAL NEW YORK, INC.; AND LUTHERAN HOMES MANAGEMENT SERVICES, INC. THE EXECUTIVE COMMITTEE OF LUTHERAN CARE CHARITABLE NETWORK, INC. IS THE SOLE MEMBER OF LUTHERAN HOMES FOUNDATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY WELLNESS PARTNERS, INC., IS A SELF-PERPETUATING CORPORATION WHOSE DIRECTORS ARE ELECTED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMPLETED FORM 990 AND SUPPORTING SCHEDULES AND DOCUMENTATION ARE GIVEN TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON A YEARLY BASIS, A CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED BY EVERY MEMBER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC EXCEPT FOR THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,519,964
Liabilities
$6,736,165
Net assets
$1,783,799
Revenue
$270,597
Expenses
$169,896
Net income
$100,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.78$7.38$1.40$0.03$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$10.1$8.72$1.34$0.52$0.71$0.19
2022Detailed filing. Detailed filing data is available for this year.$9.30$7.91$1.39$0.22$0.51$0.29
2021Detailed filing. Detailed filing data is available for this year.$10.8$8.84$1.95$0.16$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$9.87$7.96$1.91$0.47$0.24$0.24
2019Detailed filing. Detailed filing data is available for this year.$9.03$7.35$1.68$0.14$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.86$6.34$1.52$0.49$0.21$0.28
2017Detailed filing. Detailed filing data is available for this year.$8.52$6.74$1.78$0.27$0.17$0.10
2016Detailed filing. Detailed filing data is available for this year.$7.93$6.31$1.63$0.12$0.17$0.05
2015Summary only. Only limited summary data is available for this year.$7.32$5.72$1.59$0.18$0.17$0.01
2014Summary only. Only limited summary data is available for this year.$7.52$5.83$1.70$0.25$0.18$0.07
2013Summary only. Only limited summary data is available for this year.$7.22$5.52$1.71$0.14$0.16$0.02
2012Summary only. Only limited summary data is available for this year.$6.47$4.90$1.57$0.19$0.17$0.02
2011Summary only. Only limited summary data is available for this year.$5.91$4.39$1.52$0.07$0.09$0.02