Civic Intelligence

Chandler Lutheran Housing Development Fund Co Inc

990 • Fiscal year 2016 • EIN 22-2811682

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 03, 2017

Organization Profilewww.lutheran-jamestown.org/lsh.htm
737 Falconer StreetJamestown, NY 14701

(716) 665-8197

Siviq Scores

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

Liabilities / Assets

96th percentile

1.45x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

5.79x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

96th percentile

$404,048

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 116.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.7%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$1,380,563

Down $82,830 (-5.7%) from 2015

Net Assets

Down

-$621,821

Down $96,997 (-18%) from 2015

Liabilities

Up

$2,002,384

Up $14,167 (+0.7%) from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin12th percentile

Revenue

Down

$345,947

Down $83,271 (-19%) from 2015

Expenses

Up

$442,944

Up $20,951 (+5.0%) from 2015

Net Income

Down

-$96,997

Down $104,222 (-1443%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,196,568Liabilities 2010: $1,778,669Net Assets 2010: -$582,1012010Assets 2011: $1,487,018Liabilities 2011: $2,099,553Net Assets 2011: -$612,5352011Assets 2012: $1,485,933Liabilities 2012: $2,085,446Net Assets 2012: -$599,5132012Assets 2013: $1,435,986Liabilities 2013: $2,003,693Net Assets 2013: -$567,7072013Assets 2014: $1,437,178Liabilities 2014: $1,969,227Net Assets 2014: -$532,0492014Assets 2015: $1,463,393Liabilities 2015: $1,988,217Net Assets 2015: -$524,8242015Assets 2016: $1,380,563Liabilities 2016: $2,002,384Net Assets 2016: -$621,8212016Assets 2017: $1,254,363Liabilities 2017: $1,990,634Net Assets 2017: -$736,2712017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$1,380,563
Liabilities$2,002,384
Net Assets-$621,821
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $372,024Expenses 2010: $389,749Net Income 2010: -$17,7252010Expenses 2011: $388,0872011Revenue 2012: $371,414Expenses 2012: $358,392Net Income 2012: $13,0222012Revenue 2013: $415,519Expenses 2013: $383,713Net Income 2013: $31,8062013Revenue 2014: $425,510Expenses 2014: $389,852Net Income 2014: $35,6582014Revenue 2015: $429,218Expenses 2015: $421,993Net Income 2015: $7,2252015Revenue 2016: $345,947Expenses 2016: $442,944Net Income 2016: -$96,9972016Revenue 2017: $338,833Expenses 2017: $453,283Net Income 2017: -$114,4502017Revenue 2018: $1,239,150Expenses 2018: $370,152Net Income 2018: $868,9982018

Highlighted filing

2016

Revenue$345,947
Expenses$442,944
Net Income-$96,997
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 3, 2017
Return Version
2016v3.0
Gross Receipts
$345,947
Mission and Program Overview

Mission

Hud subsidized housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,151,844$1,100,619▼ $51,225
Savings and Temporary Cash Investments$208,912$173,573▼ $35,339
Cash and Non-Interest-Bearing Accounts$2,909$13,297▲ $10,388
Accounts Receivable$363$7,889▲ $7,526
Prepaid Expenses and Deferred Charges$2,921--
Total Assets$1,463,393$1,380,563▼ $82,830
Other Assets Total$96,444$85,185▼ $11,259
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,848,802$1,819,402▼ $29,400
Other Liabilities$76,948$123,739▲ $46,791
Accounts Payable and Accrued Expenses$62,467$59,243▼ $3,224
Total Liabilities$1,988,217$2,002,384▲ $14,167
Net Assets / Fund Balance
Unrestricted Net Assets$-524,824$-621,821▼ $96,997
Total Net Assets Fund Balance$-524,824$-621,821▼ $96,997
Total Liabilities and Net Assets / Fund Balance$1,463,393$1,380,563▼ $82,830

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$926,154$1,570,587$2,496,741
Other Land Buildings$49,828$117,446$167,274
Land$119,121-$119,121
Equipment$5,516$16,474$21,990
Other Assets Org$74,963--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Thomas E HoltPresident/CEO$404,048$404,048
Jason W BeckwithCFO$216,084$216,084

Board Members and Trustees

NameTitle
Clark PoppletonChair
Karen RineVice Chair
Don S Dean Weaver JrDirector
J Eric LivengoodDirector
Kim PetersonDirector
R Michael GoldmanDirector
Rev Alan AndersonDirector
Rev John Macholz BishopDirector
Roslin NewtonDirector
Terry TurnerDirector
Theodore BogdanDirector
Timothy MagnusonDirector
Jason W Beckwith-
Thomas E Holt-
Brigetta OvercashSecretary
Gary M JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,473
Program Service Revenue
$123,268
Investment Income
$206
Other Revenue
$0
Change in Net Assets
$-96,997

Audited Revenue Reconciliation

Revenue per Audited Statements
$345,947
Total Revenue per Audited Statements
$345,947
Total Revenue per Form 990
$345,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$442,944
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$144,412$0$0$144,412
Depreciation Depletion$112,524$0$0$112,524
Fees for Services Other$23,862$0$0$23,862
Office Expenses$0$20,331$0$20,331
Fees for Services Accounting$0$4,963$0$4,963
Conferences and Meetings$2,179$949$0$3,128
Travel$1,669$1,196$0$2,865
Advertising$2,757$0$0$2,757
Other Expenses$529$0$0$529
Insurance$354$43$0$397
Fees for Services Legal$0$200$0$200
Total Functional Expenses$390,590$52,354$0$442,944

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$442,944
Total Expenses per Audited Statements$442,944
Total Expenses per Form 990$442,944
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advances From Related Organization$113,517
Tenant Security Deposits$10,222
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
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
Filing and Contact Details

Filer

Filer Name
Chandler Lutheran Housing Development Fund Co Inc
EIN
22-2811682
Phone
7166658197
Address
737 FALCONER STREET, JAMESTOWN, NY 14701

Signing Officer

Name
Thomas E Holt
Title
President/CEO
Phone
7166658197
Signed
2017-08-03
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
James W Vanstrom & Company
Address
PO BOX 532, FALCONER, NY 14733-0532
Preparer
Harold L Brunacini CPA
Phone
7166613960
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is reviewed in detail by the cfo & controller prior to filing. In addition, a copy is provided to the finance committee for their review, one week prior to their meeting with the ceo & cfo. Once the finance committee has approved form 990, a copy is provided to each member of the board of directors for their review, at least one week prior to filing.”

Pt VI, Line 12C

“Monitoring is performed on an ongoing basis, as well as annually with signed conflict of interest disclosures.”

Pt VI, Line 19

“The organization replies to requests on an as requested basis, subject to privacy laws and regulations.”

Pt VI, Line 15A

“See details reported in schedule j, part iii.”

Pt VI, Line 15B

“See details reported in schedule j, part iii.”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE”

Form 990EZ, Part II, Line 24

“PREPAID EXPENSES”

Form 990EZ, Part II, Line 26

“Accounts payable & accrued expenses”

Form 990EZ, Part II, Line 26

“PREPAID REVENUE”

Form 990EZ, Part II, Line 26

“TENANT SECURITY DEPOSITS”

Form 990EZ, Part II, Line 26

“MORTGAGE PAYABLE”

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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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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS AN AFFILIATED ORGANIZATION OF LUTHERAN SOCIAL SERVICES GROUP, INC. (LSS), AND HAS RELIED ON LSS IN ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO AND CFO. A PORTION OF THEIR COMPENSATION FOR ADMINISTRATIVE SERVICES IS ALLOCATED TO THE ORGANIZATION THROUGH CORPORATE ALLOCATIONS. THE CEO REPORTS DIRECTLY TO THE BOARD OF DIRECTORS WHO APPOINT 4-5 MEMBERS TO SERVE ON A COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR PERFORMING THE CEO'S ANNUAL EVALUATION, ESTABLISHING GOALS AND SETTING THE CEO'S COMPENSATION INCLUDING FRINGE BENEFITS. THE COMPENSATION COMMITTEE MEETS AT LEAST 2 TIMES PER YEAR AND REPORTS TO THE FULL BOARD AT LEAST ANNUALLY, IN EXECUTIVE SESSION, WITHOUT THE CEO PRESENT. APPROXIMATELY EVERY THREE TO FIVE YEARS, THE COMPENSATION COMMITTEE ENGAGES A THIRD PARTY CONSULTANT TO PERFORM AN EXECUTIVE COMPENSATION STUDY. THE CONSULTANT'S STUDY INCORPORATES LIKE ORGANIZATIONS, INDUSTRY SPECIFIC SALARY SURVEYS, AVAILABLE 990 INFORMATION AND THE SCOPE OF RESPONSIBILITIES GIVEN THE HORIZONTALLY DIVERSE MAKEUP OF LUTHERAN'S SERVICES AND MULTIPLE CORPORATE STRUCTURE. THE STUDY PROVIDES GUIDELINES FOR BOTH SALARY AND FRINGE BENEFITS FOR THE COMMITTEE TO USE. THIS STUDY ALSO INCORPORATES OTHER KEY POSITIONS, WHICH ARE REVIEWED BY THE COMMITTEE. THE CEO IS RESPONSIBLE FOR PERFORMING THE OTHER KEY EMPLOYEE'S ANNUAL EVALUATION, ESTABLISHING GOALS AND SETTING COMPENSATION. THE CEO ALSO UTILIZES THE THIRD PARTY COMPENSATION STUDY IN ESTABLISHING COMPENSATION LEVELS FOR KEY EMPLOYEES. FROM TIME TO TIME, THE CEO INFORMS THE COMPENSATION COMMITTEE OF THESE INDIVIDUAL'S SALARY AND FRINGE BENEFITS.
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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,380,563
Liabilities
$2,002,384
Net assets
-$621,821
Revenue
$345,947
Expenses
$442,944
Net income
-$96,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.24$0.37$0.87
2017Detailed filing. Detailed filing data is available for this year.$1.25$1.99$0.74$0.34$0.45$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.38$2.00$0.62$0.35$0.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.46$1.99$0.52$0.43$0.42$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.44$1.97$0.53$0.43$0.39$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.44$2.00$0.57$0.42$0.38$0.03
2012Summary only. Only limited summary data is available for this year.$1.49$2.09$0.60$0.37$0.36$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$2.10$0.61$0.39
2010Summary only. Only limited summary data is available for this year.$1.20$1.78$0.58$0.37$0.39$0.02