Civic Intelligence

Lutheran Legacy Foundation Inc.

990 • Fiscal year 2015 • EIN 20-3142622

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 02, 2015

Organization ProfileWWW.LUTHERANLEGACYFOUNDATION.ORG
711 S Main StreetParis, IL 61944

(217) 463-8202

Siviq Scores

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

Liabilities / Assets

61st percentile

0.39x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

16.86x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

3rd percentile

-75%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

8th percentile

$54,138

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

47th percentile

0.9%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-68%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$35,407,870

Up $329,019 (+0.9%) from 2014

Net Assets

Down

$21,619,350

Down $1,567,719 (-6.8%) from 2014

Liabilities

Up

$13,788,520

Up $1,896,738 (+16%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Down

$818,044

Down $1,770,201 (-68%) from 2014

Expenses

Down

$1,431,399

Down $231,517 (-14%) from 2014

Net Income

Down

-$613,355

Down $1,538,684 (-166%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$100M$50M$0Assets 2011: $25,320,046Liabilities 2011: $3,027,998Net Assets 2011: $22,292,0482011Assets 2012: $26,393,279Liabilities 2012: $5,692,363Net Assets 2012: $20,700,9162012Assets 2013: $29,588,404Liabilities 2013: $8,222,392Net Assets 2013: $21,366,0122013Assets 2014: $35,078,851Liabilities 2014: $11,891,782Net Assets 2014: $23,187,0692014Assets 2015: $35,407,870Liabilities 2015: $13,788,520Net Assets 2015: $21,619,3502015Assets 2016: $33,785,856Liabilities 2016: $14,072,863Net Assets 2016: $19,712,9932016Assets 2017: $39,739,368Liabilities 2017: $17,380,970Net Assets 2017: $22,358,3982017Assets 2018: $43,309,203Liabilities 2018: $19,547,341Net Assets 2018: $23,761,8622018Assets 2019: $44,310,433Liabilities 2019: $19,875,656Net Assets 2019: $24,434,7772019Assets 2020: $47,751,255Liabilities 2020: $22,428,595Net Assets 2020: $25,322,6602020Assets 2021: $63,650,016Liabilities 2021: $30,772,797Net Assets 2021: $32,877,2192021Assets 2022: $56,372,398Liabilities 2022: $28,879,412Net Assets 2022: $27,492,9862022Assets 2023: $64,156,450Liabilities 2023: $34,186,394Net Assets 2023: $29,970,0562023Assets 2024: $75,760,828Liabilities 2024: $42,193,492Net Assets 2024: $33,567,3362024Assets 2025: $84,835,040Liabilities 2025: $48,177,553Net Assets 2025: $36,657,4872025

Highlighted filing

2015

Assets$35,407,870
Liabilities$13,788,520
Net Assets$21,619,350
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,411,767Expenses 2011: $1,397,315Net Income 2011: $14,4522011Expenses 2012: $1,460,4982012Revenue 2013: $1,491,409Expenses 2013: $1,882,609Net Income 2013: -$391,2002013Revenue 2014: $2,588,245Expenses 2014: $1,662,916Net Income 2014: $925,3292014Revenue 2015: $818,044Expenses 2015: $1,431,399Net Income 2015: -$613,3552015Revenue 2016: $1,975,261Expenses 2016: $1,387,485Net Income 2016: $587,7762016Revenue 2017: $677,047Expenses 2017: $1,220,604Net Income 2017: -$543,5572017Revenue 2018: $1,385,049Expenses 2018: $1,198,322Net Income 2018: $186,7272018Revenue 2019: $1,925,762Expenses 2019: $1,098,380Net Income 2019: $827,3822019Revenue 2020: $2,732,259Expenses 2020: $1,003,058Net Income 2020: $1,729,2012020Revenue 2021: $8,500,030Expenses 2021: $1,370,653Net Income 2021: $7,129,3772021Revenue 2022: $3,118,884Expenses 2022: $1,712,577Net Income 2022: $1,406,3072022Revenue 2023: $126,948Expenses 2023: $1,505,314Net Income 2023: -$1,378,3662023Revenue 2024: $2,581,586Expenses 2024: $1,466,676Net Income 2024: $1,114,9102024Revenue 2025: $3,532,890Expenses 2025: $1,822,773Net Income 2025: $1,710,1172025

Highlighted filing

2015

Revenue$818,044
Expenses$1,431,399
Net Income-$613,355
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 2, 2015
Return Version
2014v5.0
Gross Receipts
$19,223,257
Mission and Program Overview

Mission

Lutheran legacy foundation inc (llf) is organized to provide financial assistance to churches and religious organizations and to establish and manage endowments and other charitable giving instruments for churches, religious organizations and individuals. Llf will steward permanenty and temporarily restricted funds in accordance with the clients' charitable requests and unrestricted funds will be administered to advance the causes of the lutheran faith.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,927,288$34,051,140▲ $123,852
Savings and Temporary Cash Investments$812,974$1,037,672▲ $224,698
Land, Buildings, and Equipment, Net$177,654$177,173▼ $481
Cash and Non-Interest-Bearing Accounts$125,111$102,935▼ $22,176
Total Assets$35,078,851$35,407,870▲ $329,019
Other Assets Total$35,824$38,950▲ $3,126
Liabilities
Escrow Account Liability$11,890,131$13,786,677▲ $1,896,546
Accounts Payable and Accrued Expenses$1,651$1,843▲ $192
Total Liabilities$11,891,782$13,788,520▲ $1,896,738
Net Assets / Fund Balance
Temporarily Rstr Net Assets$23,022,628$21,508,173▼ $1,514,455
Unrestricted Net Assets$164,441$111,177▼ $53,264
Total Net Assets Fund Balance$23,187,069$21,619,350▼ $1,567,719
Total Liabilities and Net Assets / Fund Balance$35,078,851$35,407,870▲ $329,019

Asset Categories

AssetBook ValueDepreciationBasis
Land$175,000-$175,000
Equipment$2,173$27,141$29,314

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$23,021,645$5,574▼ $290,305-$21,468,824
2013$21,247,550$177,750▲ $3,179,389-$23,021,645
2012$20,612,214$50,300▲ $2,160,629-$21,247,550
2011$22,235,170$380▼ $411,333-$20,612,214
2010$20,001,688$765▲ $3,410,522-$22,235,170
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry L KlugChairmanPT$46,950$7,188$54,138
Geoffrey E WigginsTreasurer-$10,000-$10,000
Thomas E PatchetDirector-$10,000-$10,000
Christopher EldredgeSecretary-$10,000-$10,000
Dean WachholzDirector-$10,000-$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$5,574
Program Service Revenue
$146,915
Investment Income
$682,348
Other Revenue
$-16,793
All Other Contributions
$5,574
Change in Net Assets
$-613,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$966,801
Other Expenses$356,638
Salaries, Compensation, and Employee Benefits$107,960
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$966,801--$966,801
Fees for Service Investment Mgmnt Fees$167,045--$167,045
Current Officers, Directors, Trustees, and Key Employees$65,213$21,737-$86,950
Fees for Services Other$51,328$2,910-$54,238
Travel$26,873$9,088-$35,961
Office Expenses$20,504$1,459-$21,963
Insurance$15,554$3,265-$18,819
Information Technology$10,905--$10,905
Fees for Services Legal-$10,328-$10,328
Occupancy$7,500$2,500-$10,000
Other Salaries and Wages-$9,503-$9,503
Other Employee Benefits$5,391$1,797-$7,188
Conferences and Meetings-$5,557-$5,557
Fees for Services Accounting$3,597$1,000-$4,597
Payroll Taxes$2,694$1,625-$4,319
Other Expenses$915$1,154-$915
Depreciation Depletion$361$120-$481
All Other Expenses-$275-$275
Interest$93$16-$109
Total Functional Expenses$1,359,065$72,334$0$1,431,399
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grace Lutheran Child Development CeParis, IL501c3Operations Support$129,000
BETHLEHEM CHILDREN'S OUTREACH FUNDSt Louis, MO501c3Matching Grant$100,000
Grace Lutheran Menomenee FallsMenominee Falls, WI501c3Matching Grant$80,000
The Aalc FoundationMinocqua, WI501c3Endowment Grant$50,000
Trinity Lutheran Church and SchoolMarysville, OH501c3Campaign to Enlarge$50,000
Lutheran Church CharitiesAddison, IL501c3Program Support$48,000
Lutheran Ministries MediaFt Wayne, IN501c3Program Support$40,000
St Marcus FoundationMilwaukee, WI501c3Fund Capital Campaig$32,000
LesaSt Louis, MO501c3Operations and Progr$30,000
Lutheran Child and Family ServicesIndianapolis, IN501c3Program Support$30,000
Northern Illinois District LcmsHillside, IL501c3Program Support$30,000
Lutheran Island Camp and Retreat CeHenning, MN501c3Fund Raising Support$29,000
Grace Place Lutheran Wellness MinisSt Louis, MO501c3Matching Grant$25,000
Lutheran Church CharitiesAddison, IL501c3Program Support$25,000
Lutheran High School of Kansas CityKansas City, MO501c3Program Support$25,000
Michigan DistrictIndianapolis, MI501c3Program Support$25,000
Pastoral Leadership InstituteDallas, TX501c3Program Support$25,000
Trinity Lutheran Church and SchoolBurr Ridge, IL501c3Gift Planning Servic$23,000
St Matthew Lutheran ChurchWhite Lake, WI501c3Matching Grant$20,000
Grace Lutheran ChurchParis, IL501c3Scholarship Fund$18,000
Chatham Fields Evangelical ChurchChicago, IL501c3Program Support$15,000
Christ Lutheran Church EndowmentPlainfield, IL501c3Matching Grant$12,874
Concordia SeminarySt Louis, MO501c3Operations Support$12,389
Concordia Theological SeminaryFt Wayne, IN501c3Operations Support$10,000
Wi Lutheran Institutional MinistrieWauwatosa, WI501c3Matching Grant$10,000
Wisconsin Lutheran CollegeMilwaukee, WI501c3Program Support$10,000
Grace Lutheran LandscapeParis, IL501c3Matching Grant$8,600
Benediction Lutheran Hardt EndowmenMilwaukee, WI501c3Matching Grant$8,000
Grace Lutheran General EndowmentParis, IL501c3Matching Grant$6,100
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
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
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, Page 6, Part VI, Line 11B

“The 990 is provided to each director prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest representations are maintained by the executive director and monitored for conflics during board meeings or other deliberations.”

Form 990, Page 6, Part VI, Line 15A

“Utilization of compensation surveys from council on foundations and association of small foundations.”

Form 990, Page 6, Part VI, Line 15B

“Utilization of compensation surveys from council on foundations and association of small foundations.”

Form 990, Page 6, Part VI, Line 19

“Available at the foundation office.”

Filing and Contact Details

Filer

Filer Name
Lutheran Legacy Foundation Inc
EIN
20-3142622
Phone
2174638202
Address
711 S MAIN STREET, PARIS, IL 61944

Signing Officer

Name
Jerry L Klug
Title
Chairman
Phone
2174638202
Signed
2015-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry L Klug
Formed
2005
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
4
Employees
2

Preparer

Firm
Romeo Wiggins & Company Llp
Address
110 IOWA LN STE 104, CARY, NC 27511
Preparer
Geoffrey E Wiggins
Phone
9194672050
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Lutheran legacy foundation inc (llf) is organized to provide financial assistance to churches and religious organizations and to establish and manage endowments and other charitable giving instruments for churches, religious organizations and individuals. Llf will steward permanenty and temporarily restricted funds in accordance with the clients' charitable requests and unrestricted funds will be administered to advance the causes of the lutheran faith.”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Lutheran legacy foundation receives funds that are to be held on behalf of various lutheran organizations. These funds are recorded as agency liability accounts on the foundation's books. Investment income/expense and management fees are allocated to these funds and also posted to the agency liability accounts. The beneficiary organization is provided a monthly accounting of funds held.”

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IRS990/MissionDesc0LUTHERAN LEGACY FOUNDATION INC (LLF) IS ORGANIZED TO PROVIDE FINANCIAL ASSISTANCE TO CHURCHES AND RELIGIOUS ORGANIZATIONS AND TO ESTABLISH AND MANAGE ENDOWMENTS AND OTHER CHARITABLE GIVING INSTRUMENTS FOR CHURCHES, RELIGIOUS ORGANIZATIONS AND INDIVIDUALS. LLF WILL STEWARD PERMANENTY AND TEMPORARILY RESTRICTED FUNDS IN ACCORDANCE WITH THE CLIENTS' CHARITABLE REQUESTS AND UNRESTRICTED FUNDS WILL BE ADMINISTERED TO ADVANCE THE CAUSES OF THE LUTHERAN FAITH.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MANAGEMENT FEE INCOME 706,977 K-1 PARTNERSHIP INCOME 221,761 MISCELLANEOUS INCOME 15,174 STATE INCOME TAX REFUND 1,400 SMALL EMPLOYER HEALTH INSURANCE REFU 520 CASH SURRENDER VALUE OF LIFE INSURAN 6,687
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LUTHERAN LEGACY FOUNDATION RECEIVES FUNDS THAT ARE TO BE HELD ON BEHALF OF VARIOUS LUTHERAN ORGANIZATIONS. THESE FUNDS ARE RECORDED AS AGENCY LIABILITY ACCOUNTS ON THE FOUNDATION'S BOOKS. INVESTMENT INCOME/EXPENSE AND MANAGEMENT FEES ARE ALLOCATED TO THESE FUNDS AND ALSO POSTED TO THE AGENCY LIABILITY ACCOUNTS. THE BENEFICIARY ORGANIZATION IS PROVIDED A MONTHLY ACCOUNTING OF FUNDS HELD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleI/RecipientTable/IRCSectionDesc25501C3

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,407,870
Liabilities
$13,788,520
Net assets
$21,619,350
Revenue
$818,044
Expenses
$1,431,399
Net income
-$613,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$84.8$48.2$36.7$3.53$1.82$1.71
2024Detailed filing. Detailed filing data is available for this year.$75.8$42.2$33.6$2.58$1.47$1.11
2023Detailed filing. Detailed filing data is available for this year.$64.2$34.2$30.0$0.13$1.51$1.38
2022Detailed filing. Detailed filing data is available for this year.$56.4$28.9$27.5$3.12$1.71$1.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.7$30.8$32.9$8.50$1.37$7.13
2020Detailed filing. Detailed filing data is available for this year.$47.8$22.4$25.3$2.73$1.00$1.73
2019Detailed filing. Detailed filing data is available for this year.$44.3$19.9$24.4$1.93$1.10$0.83
2018Detailed filing. Detailed filing data is available for this year.$43.3$19.5$23.8$1.39$1.20$0.19
2017Detailed filing. Detailed filing data is available for this year.$39.7$17.4$22.4$0.68$1.22$0.54
2016Detailed filing. Detailed filing data is available for this year.$33.8$14.1$19.7$1.98$1.39$0.59
2015Detailed filing. Detailed filing data is available for this year.$35.4$13.8$21.6$0.82$1.43$0.61
2014Detailed filing. Detailed filing data is available for this year.$35.1$11.9$23.2$2.59$1.66$0.93
2013Summary only. Only limited summary data is available for this year.$29.6$8.22$21.4$1.49$1.88$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.4$5.69$20.7$1.46
2011Summary only. Only limited summary data is available for this year.$25.3$3.03$22.3$1.41$1.40$0.01