Civic Intelligence

Lutheran Legacy Foundation Inc.

990 • Fiscal year 2018 • EIN 20-3142622

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.LUTHERANLEGACYFOUNDATION.ORG
PO Box 31Paris, IL 61944

(217) 463-8202

Siviq Scores

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

Liabilities / Assets

67th percentile

0.45x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

14.11x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

9th percentile

$65,544

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

72nd percentile

9.0%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

105%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$43,309,203

Up $3,569,835 (+9.0%) from 2017

Net Assets

Up

$23,761,862

Up $1,403,464 (+6.3%) from 2017

Liabilities

Up

$19,547,341

Up $2,166,371 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin71st percentile

Revenue

Up

$1,385,049

Up $708,002 (+105%) from 2017

Expenses

Down

$1,198,322

Down $22,282 (-1.8%) from 2017

Net Income

Up

$186,727

Up $730,284 (+134%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2018

Assets$43,309,203
Liabilities$19,547,341
Net Assets$23,761,862
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$1,385,049
Expenses$1,198,322
Net Income$186,727
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$5,044,882
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.

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 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$38,467,888$42,268,024▲ $3,800,136
Savings and Temporary Cash Investments$991,047$835,452▼ $155,595
Cash and Non-Interest-Bearing Accounts$236,667$148,612▼ $88,055
Land, Buildings, and Equipment, Net$70$8,516▲ $8,446
Total Assets$39,739,368$43,309,203▲ $3,569,835
Other Assets Total$43,696$48,599▲ $4,903
Liabilities
Escrow Account Liability$17,378,876$19,544,365▲ $2,165,489
Accounts Payable and Accrued Expenses$2,094$2,976▲ $882
Total Liabilities$17,380,970$19,547,341▲ $2,166,371
Net Assets / Fund Balance
Permanently Rstr Net Assets$20,614,639$20,624,639▲ $10,000
Temporarily Rstr Net Assets$1,084,181$2,905,724▲ $1,821,543
Unrestricted Net Assets$659,578$231,499▼ $428,079
Total Net Assets Fund Balance$22,358,398$23,761,862▲ $1,403,464
Total Liabilities and Net Assets / Fund Balance$39,739,368$43,309,203▲ $3,569,835

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,516$27,816$36,332

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$21,698,820$50,960▲ $2,294,533-$23,530,363
2016$21,815,290$10,602▲ $23,674-$21,698,820
2015$21,468,824$183,097▼ $844,454-$19,615,689
2014$23,021,645$5,574▼ $290,305-$21,468,824
2013$21,247,550$177,750▲ $3,179,389-$23,021,645
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry L KlugChairmanPT$56,400$9,144$65,544
James Jordan-wagnerTreasurerPT$11,000-$11,000
Christopher EldredgeSecretary-$11,000-$11,000
Dean WachholzDirector-$11,000-$11,000
Geoffrey E WigginsDirector-$11,000-$11,000
Thomas E PatchettDirector-$11,000-$11,000
Revenue and Support

Revenue Composition

Contributions and Grants
$57,101
Program Service Revenue
$223,079
Investment Income
$1,104,390
Other Revenue
$479
All Other Contributions
$57,101
Change in Net Assets
$186,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$733,495
Other Expenses$304,601
Salaries, Compensation, and Employee Benefits$160,226
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$733,495--$733,495
Current Officers, Directors, Trustees, and Key Employees$83,550$27,850-$111,400
Fees for Service Investment Mgmnt Fees$90,395--$90,395
Fees for Services Other$49,779$36,953-$86,732
Fees for Services Accounting$12,329$36,986-$49,315
Other Salaries and Wages-$32,853-$32,853
Office Expenses$18,220$6,075-$24,295
Information Technology$13,883--$13,883
Travel$1,590$11,057-$12,647
Occupancy$7,500$2,500-$10,000
Other Employee Benefits$6,975$2,325-$9,300
Insurance$7,696$396-$8,092
Payroll Taxes$3,236$3,437-$6,673
Conferences and Meetings$1,500$4,500-$6,000
Fees for Services Legal-$2,377-$2,377
Depreciation Depletion$535$179-$714
Interest$30$121-$151
Total Functional Expenses$1,030,713$167,609$0$1,198,322
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grace Lutheran Child Development CeParis, IL501c3Operations & General$116,500
Lamp IncNew Haven, MI501c3General Support$99,999
St Marcus SchoolMilwaukee, WI501c3Commitment Campaign$65,000
Gloria Dei Fund of St CroixWest St Paul, MN501c3Endowment Grant$50,000
Bethlehem Lutheran ChurchSt Louis, MO501c3General & Charter Sc$30,000
Lutheran Island Camp & Retreat CentHenning, MN501c3Dedication Grant$25,000
Chatham Fields Evangelical LutheranChicago, IL501c3Academic Support Cen$20,000
LesaGreen Park, MO501c3Matching & Program E$20,000
Grace Lutheran ChurchParis, IL501c3Scholarship Grant$19,800
Lutheran Mission SocietyLinthicum, MD501c3Matching Grant$18,000
Grace Lutheran ChurchParis, IL501c3Office Remodel & Gen$16,318
Concordia SeminarySt Louis, MO501c3Legal Fees & General$16,228
Our Savior Lutheran ChurchLaurel, MD501c3Matching Grant$15,220
By the Way IncArbor Vitae, WI501c3Matching Grant$15,000
Faith Lutheran Middle & High SchoolLas Vegas, NV501c3Deferred Gift Progra$15,000
Jordan Lutheran ChurchApex, NC501c3Av Equipment$12,000
Lutheran Hour MinistriesSt Louis, MO501c3General Support$11,602
Association of Lutheran Mission AgeStevensville, MT501c3Scholarships$10,000
Atonement Lutheran ChurchColumbus, OH501c3Matching Grant$10,000
Danville Lutheran SchoolDanville, IL501c3Backpack Food Progra$10,000
Lutheran Special Education MinistriFarmington Hills, MI501c3Educational Software$10,000
Trinity Lutheran Church and SchoolMarysville, OH501c3Matching Grant$10,000
Trinity Lutheran ChurchMequon, WI501c3Deferred Gift Progra$9,000
Rocky Mountain Lutheran High SchoolCommerce City, CO501c3Matching Grant$8,000
Good Shepard Lutheran ChurchGlenwood Springs, CO501c3Matching & General$7,400
Central Illinois District LcmsSpringfield, IL501c3General & Pastor Exp$7,000
Camp CilcaCantrall, IL501c3Golf Outing$6,000
Elm Grove Lutheran ChurchElm Grove, WI501c3Deferred Gift Progra$6,000
Grace Evangelical Lutheran ChurchLyons, KS501c3Matching Grant$6,000
Ostfriesen Genealogical Society ofMendota, MN501c3Matching Grant$5,156
Living Word Lutheran High SchoolJackson, WI501c3Matching Grant$5,030
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
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 conflicts 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
PO BOX 31, PARIS, IL 61944

Signing Officer

Name
Jerry L Klug
Title
Chairman
Phone
2174638202
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry L Klug
Formed
2005
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
3

Preparer

Firm
Larsson Woodyard & Henson Llp
Address
PO BOX 426, PARIS, IL 61944-0426
Preparer
Katie E Knoll
Phone
2174656494
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 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.”

Raw XML AppendixShowing 400 of 723 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02094
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02976
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LUTHERAN 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 RESTRICTED FUNDS IN ACCORDANCE WITH THE CLIENTS' CHARITABLE REQUESTS AND UNRESTRICTED FUNDS WILL BE ADMINISTERED TO ADVANCE THE CAUSES OF THE LUTHERAN FAITH.
IRS990/AllOtherContributionsAmt057101
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0LINDA BLEVINS
IRS990/BooksInCareOfDetail/PhoneNum02174638202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08524 KEMPTON RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027615
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0236667
IRS990/CashNonInterestBearingGrp/EOYAmt0148612
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt027850
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt083550
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0111400
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04500
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01500
IRS990/ConferencesMeetingsGrp/TotalAmt06000
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt057101
IRS990/CYGrantsAndSimilarPaidAmt0733495
IRS990/CYInvestmentIncomeAmt01104390
IRS990/CYOtherExpensesAmt0304601
IRS990/CYOtherRevenueAmt0479
IRS990/CYProgramServiceRevenueAmt0223079
IRS990/CYRevenuesLessExpensesAmt0186727
IRS990/CYSalariesCompEmpBnftPaidAmt0160226
IRS990/CYTotalExpensesAmt01198322
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01385049
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0179
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0535
IRS990/DepreciationDepletionGrp/TotalAmt0714
IRS990/Desc0LUTHERAN 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt017378876
IRS990/EscrowAccountLiabilityGrp/EOYAmt019544365
IRS990/ExpenseAmt01030713
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt036986
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012329
IRS990/FeesForServicesAccountingGrp/TotalAmt049315
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02377
IRS990/FeesForServicesLegalGrp/TotalAmt02377
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt036953
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt049779
IRS990/FeesForServicesOtherGrp/TotalAmt086732
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt090395
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt090395
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt032.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt09144
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY L KLUG
IRS990/Form990PartVIISectionAGrp/PersonNm1DEAN WACHHOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS E PATCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER ELDREDGE
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES JORDAN-WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm5GEOFFREY E WIGGINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt056400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt111000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt211000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt311000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt411000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt511000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0358556
IRS990/GainOrLossGrp/SecuritiesAmt0399116
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0733495
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0733495
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0733495
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0358556
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04058949
IRS990/GrossReceiptsAmt05044882
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt013883
IRS990/InformationTechnologyGrp/TotalAmt013883
IRS990/InsuranceGrp/ManagementAndGeneralAmt0396
IRS990/InsuranceGrp/ProgramServicesAmt07696
IRS990/InsuranceGrp/TotalAmt08092
IRS990/InterestGrp/ManagementAndGeneralAmt0121
IRS990/InterestGrp/ProgramServicesAmt030
IRS990/InterestGrp/TotalAmt0151
IRS990/InvestmentIncomeGrp/ExclusionAmt0346718
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0346718
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt038467888
IRS990/InvestmentsPubTradedSecGrp/EOYAmt042268024
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt027816
IRS990/LandBldgEquipBasisNetGrp/BOYAmt070
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08516
IRS990/LandBldgEquipCostOrOtherBssAmt036332
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03659833
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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 RESTRICTED FUNDS IN ACCORDANCE WITH THE CLIENTS' CHARITABLE REQUESTS AND UNRESTRICTED FUNDS WILL BE ADMINISTERED TO ADVANCE THE CAUSES OF THE LUTHERAN FAITH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt022358398
IRS990/NetAssetsOrFundBalancesEOYAmt023761862
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0757522
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0150
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0757672
IRS990/NetUnrlzdGainsLossesInvstAmt01216737
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02500
IRS990/OccupancyGrp/ProgramServicesAmt07500
IRS990/OccupancyGrp/TotalAmt010000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06075
IRS990/OfficeExpensesGrp/ProgramServicesAmt018220
IRS990/OfficeExpensesGrp/TotalAmt024295
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt043696
IRS990/OtherAssetsTotalGrp/EOYAmt048599
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02325
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06975
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09300
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS/REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0479
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0479
IRS990/OtherRevenueTotalAmt0479
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032853
IRS990/OtherSalariesAndWagesGrp/TotalAmt032853
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03437
IRS990/PayrollTaxesGrp/ProgramServicesAmt03236
IRS990/PayrollTaxesGrp/TotalAmt06673
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020614639
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt020624639
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JERRY L KLUG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0ENDOWMENT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0223079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0223079
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt073773
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0776241
IRS990/PYInvestmentIncomeAmt0360028
IRS990/PYOtherExpensesAmt0313501
IRS990/PYOtherRevenueAmt067998
IRS990/PYProgramServiceRevenueAmt0175248
IRS990/PYRevenuesLessExpensesAmt0-543557
IRS990/PYSalariesCompEmpBnftPaidAmt0130862
IRS990/PYTotalExpensesAmt01220604
IRS990/PYTotalRevenueAmt0677047
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0186727
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0223079
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0991047
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0835452
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MANAGEMENT FEE INCOME 819,394 K-1 PARTNERSHIP INCOME -2,435 MISCELLANEOUS INCOME 2,777 CASH SURRENDER VALUE OF LIFE INSURAN 0 RETURN OF PRIOR GRANT 66,526
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SCHEDULE A, PART II, SECTION A, LINE 1 - THE FOUNDATION RECEIVES AND HOLDS CONTRIBUTIONS ON BEHALF OF OTHER EXEMPT ORGANIZATIONS. THESE RECEIPTS ARE RECORDED IN AGENCY LIABILITY ACCOUNTS, NOT AS CONTRIBUTION REVENUE. SEE BELOW FOR BREAKDOWN OF THE AMOUNT REPORTED ON SCHEDULE A, PART II, SECTION A, LINE 1 FOR THE CURRENT YEAR. CONTRIBUTION REVENUE 57,101 CONTRIBUTIONS HELD IN AGENCY LIABILITY ACCOUNTS 2,041,733 ---------- TOTAL 2,098,834
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02098834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02035601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02407415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02264292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02578975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011385117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0346718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0309133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0465983
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0753498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0675182
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02550514
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0223558
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0244072
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0153635
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0146915
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0118082
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0886262
IRS990ScheduleA/PublicSupportCY170Pct00.65260
IRS990ScheduleA/PublicSupportPY170Pct00.57860
IRS990ScheduleA/PublicSupportTotal170Amt09672555
IRS990ScheduleA/SubstantialContributorsTotAmt01712562
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02098834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02035601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02407415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02264292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02578975
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011385117
IRS990ScheduleA/TotalSupportAmt014821893
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0217948
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt021698820
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050960
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt023530363
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0296002
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02294533
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0138337
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt021815290
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010602
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt021698820
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt012409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023674
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0224899
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt021468824
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0183097
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt019615689
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0966879
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-844454
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0301289
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt023021645
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05574
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt021468824
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0966801
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-290305
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0316031
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021247550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0177750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt023021645
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01267013
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03179389
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt030860
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0284018
IRS990ScheduleD/DonorAdvisedFundsHeldCnt03
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt023297998
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt08516
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027816
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036332
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.87650
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
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.12350
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08516
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt46000
IRS990ScheduleI/RecipientTable/CashGrantAmt57000
IRS990ScheduleI/RecipientTable/CashGrantAmt620000
IRS990ScheduleI/RecipientTable/CashGrantAmt716228
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt96000
IRS990ScheduleI/RecipientTable/CashGrantAmt1015000
IRS990ScheduleI/RecipientTable/CashGrantAmt1150000
IRS990ScheduleI/RecipientTable/CashGrantAmt127400
IRS990ScheduleI/RecipientTable/CashGrantAmt136000
IRS990ScheduleI/RecipientTable/CashGrantAmt14116500
IRS990ScheduleI/RecipientTable/CashGrantAmt1519800
IRS990ScheduleI/RecipientTable/CashGrantAmt1616318
IRS990ScheduleI/RecipientTable/CashGrantAmt1712000
IRS990ScheduleI/RecipientTable/CashGrantAmt1899999
IRS990ScheduleI/RecipientTable/CashGrantAmt1920000
IRS990ScheduleI/RecipientTable/CashGrantAmt205030
IRS990ScheduleI/RecipientTable/CashGrantAmt2111602
IRS990ScheduleI/RecipientTable/CashGrantAmt2225000
IRS990ScheduleI/RecipientTable/CashGrantAmt2318000
IRS990ScheduleI/RecipientTable/CashGrantAmt2410000
IRS990ScheduleI/RecipientTable/CashGrantAmt255156
IRS990ScheduleI/RecipientTable/CashGrantAmt2615220
IRS990ScheduleI/RecipientTable/CashGrantAmt278000
IRS990ScheduleI/RecipientTable/CashGrantAmt2865000
IRS990ScheduleI/RecipientTable/CashGrantAmt299000
IRS990ScheduleI/RecipientTable/CashGrantAmt3010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc30501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,309,203
Liabilities
$19,547,341
Net assets
$23,761,862
Revenue
$1,385,049
Expenses
$1,198,322
Net income
$186,727
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