Civic Intelligence

Lutheran Homes Foundation

990 • Fiscal year 2019 • EIN 16-1181550

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

84th percentile

0.81x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

52.44x

Higher debt load relative to revenue than 99% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Source year 2019

Net Margin

9th percentile

-25%

Higher net margin than 9% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$271,439

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 193.7% of source-year revenue.

2019 filings • NTEE P • $5M-$10M nonprofits • Source year 2019

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-71%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$9,032,926

Up $1,169,194 (+15%) from 2018

Net Assets

Up

$1,683,719

Up $163,322 (+11%) from 2018

Liabilities

Up

$7,349,207

Up $1,005,872 (+16%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin9th percentile

Revenue

Down

$140,142

Down $348,200 (-71%) from 2018

Expenses

Down

$175,244

Down $34,868 (-17%) from 2018

Net Income

Down

-$35,102

Down $313,332 (-113%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2019

Assets$9,032,926
Liabilities$7,349,207
Net Assets$1,683,719
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$140,142
Expenses$175,244
Net Income-$35,102
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$320,776
Mission and Program Overview

Mission

Raise funds to benefit related organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,530,948$2,804,731▲ $273,783
Cash and Non-Interest-Bearing Accounts$44,580$163,448▲ $118,868
Prepaid Expenses and Deferred Charges$6,657$2,262▼ $4,395
Pledges and Grants Receivable$400$500▲ $100
Total Assets$7,863,732$9,032,926▲ $1,169,194
Other Assets Total$5,281,147$6,061,985▲ $780,838
Liabilities
Other Liabilities$6,329,772$7,341,306▲ $1,011,534
Accounts Payable and Accrued Expenses$13,563$7,901▼ $5,662
Total Liabilities$6,343,335$7,349,207▲ $1,005,872
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,149,568$1,245,340▲ $95,772
Net Assets With Donor Restrictions$370,829$438,379▲ $67,550
Total Net Assets Fund Balance$1,520,397$1,683,719▲ $163,322
Total Liabilities and Net Assets / Fund Balance$7,863,732$9,032,926▲ $1,169,194

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$73,162--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$405,605$10,607▲ $70,193$10,973$475,432
2018$433,758$13,383▼ $31,581$9,955$405,605
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
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
Roxanne CotterCFO$129,352$129,352

Board Members and Trustees

NameTitle
Robert G GoeringPresident
Gareth EvansVice President
Bruce DavisBoard Member
Jerry BurkeBoard Member
Matthew GroveBoard Member
Michael SweeneyCEO
Lillian G WhiteSecretary
Ferris J Betrus JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,913
Program Service Revenue
$0
Investment Income
$95,311
Other Revenue
$2,918
All Other Contributions
$39,013
Change in Net Assets
$-35,102

Audited Revenue Reconciliation

Revenue per Audited Statements
$126,983
Revenue Not Reported on Financial Statements
$13,159
Revenue Not Reported on Form 990
$222,736
Total Revenue per Audited Statements
$349,719
Total Revenue per Form 990
$140,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,244
Total Fundraising Expense$148,589
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates--$148,589$148,589
Fees for Services Accounting-$18,129-$18,129
Insurance-$3,831-$3,831
Other Expenses-$867-$867
Total Functional Expenses$0$26,655$148,589$175,244

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$186,397
Expenses per Audited Statements$175,244
Total Expenses per Form 990$175,244
Expenses Not Reported on Form 990$11,153
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$14,071
Fundraising Direct Expenses$11,153
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$16,971$14,071$11,153$2,918
Total Events$16,971$14,071$11,153$2,918
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$5,940,544
Contributions Payable to Related Parties$1,324,114
Due to Related Parties$76,648
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 4

“The bylaws were amended to state that the number of trustees constituting the entire board shall be no less than three and no more than fifteen.”

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

“Each board member completes the conflict of interest statement annually. If a conflict is noted, the non-interested members vote on how to proceed with the situation at that time.”

Form 990, Part VI, Section B, Line 15

“The ceo uses industry and competitive surveys to establish the compensation for all other officers and key employees annually. The parent board annually reviews performance of top management and uses industry and competitive surveys to establish compensation for the ceo.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available upon request at the organization's address.”

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
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Sweeney
Formed
1982
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
15

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“The board of directors is responsible for the oversight of the audit and meets with the auditors to review the audit results.”

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.”

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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/MissionDesc0IT IS THE MISSION OF THE CORPORATION TO PROMOTE THE CREATION AND MAINTENANCE OF SERVICES AND INSTITUTIONS FOR PEOPLE WITH CARE NEEDS. THIS MISSION IS FOUNDED ON THE BELIEF THAT PRUDENT USE OF RESOURCES FOR COMPASSIONATE SERVICES IS A FUNDAMENTAL CALLING OF ALL CHRISTIANS. TO FULFULL THIS MISSION, THE CORPORATION IS COMMISSIONED TO SOLICT, RECEIVE AND PRUDENTLY MANAGE ALL FORMS OF CHARITABLE GIFTS.
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06657
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02262
IRS990/PrincipalOfficerNm0MICHAEL SWEENEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt041913
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0441447
IRS990/PYOtherExpensesAmt0210112
IRS990/PYOtherRevenueAmt04982
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0278230
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0210112
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0488342
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-35102
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt063161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0115240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0358769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt073431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt068826
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt064108
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0343020
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51120
IRS990ScheduleA/PublicSupportPY170Pct00.56350
IRS990ScheduleA/PublicSupportTotal170Amt0358769
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053523
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059066
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt063161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067779
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0115240
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0358769
IRS990ScheduleA/TotalSupportAmt0701789
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.08540
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0405605
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010607
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0475432
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt070193
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt010973
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0433758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013383
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0405605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31581
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09955
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0375480
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt014220
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0433758
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09266
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0335134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt014312
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0375480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034565
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt08531
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0335729
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt014621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0319315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-23346
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt07689
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt011153
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0175244
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013159
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0211583
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01052
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt147227
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt25940544
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt373162
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0GIFT ANNUITIES RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST BEARING CASH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INVESTMENT - KIESEWETTER RESTRICTED FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3GOVERNMENT BONDS
IRS990ScheduleD/OtherExpensesIncludedAmt011153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01324114
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt176648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25940544
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTIONS PAYABLE TO RELATED PARTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESTRICTED FUND HELD FOR RELATED PARTIES
IRS990ScheduleD/OtherRevenueAmt011153
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.61540
IRS990ScheduleD/RevenueNotReportedAmt0222736
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013159
IRS990ScheduleD/RevenueSubtotalAmt0126983
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/TermEndowmentBalanceEOYPct00.29920
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06061985
IRS990ScheduleD/TotalExpensesPerForm990Amt0175244
IRS990ScheduleD/TotalLiabilityAmt07341306
IRS990ScheduleD/TotalRevenuePerForm990Amt0140142
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0349719
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0186397
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011153
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014071
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02918
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011153
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011153
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/CompensationBasedOnRltdOrgsAmt0244933
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04814
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021692
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL SWEENEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0271439
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE RELATED ORGANIZATION PERFORMS AN ANNUAL REVIEW AND USES INDUSTRY AND COMPETITIVE SURVEYS TO ESTABLISH COMPENSATION FOR THE CEO.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BYLAWS WERE AMENDED TO STATE THAT THE NUMBER OF TRUSTEES CONSTITUTING THE ENTIRE BOARD SHALL BE NO LESS THAN THREE AND NO MORE THAN FIFTEEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY 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/ExplanationTxt2COMMUNITY WELLNESS PARTNERS, INC., IS A SELF-PERPETUATING CORPORATION WHOSE DIRECTORS ARE ELECTED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMPLETED FORM 990 AND SUPPORTING SCHEDULES AND DOCUMENTATION ARE GIVEN TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH BOARD MEMBER COMPLETES THE CONFLICT OF INTEREST STATEMENT ANNUALLY. IF A CONFLICT IS NOTED, THE NON-INTERESTED MEMBERS VOTE ON HOW TO PROCEED WITH THE SITUATION AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CEO USES INDUSTRY AND COMPETITIVE SURVEYS TO ESTABLISH THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES ANNUALLY. THE PARENT BOARD ANNUALLY REVIEWS PERFORMANCE OF TOP MANAGEMENT AND USES INDUSTRY AND COMPETITIVE SURVEYS TO ESTABLISH COMPENSATION FOR THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND MEETS WITH THE AUDITORS TO REVIEW THE AUDIT RESULTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,032,926
Liabilities
$7,349,207
Net assets
$1,683,719
Revenue
$140,142
Expenses
$175,244
Net income
-$35,102
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