Civic Intelligence

Diakon Lutheran Fund

990 • Fiscal year 2011 • EIN 23-1365978

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 05, 2012

Organization ProfileWW.DIAKON.ORG
798 Hausman Road18104
Siviq Scores

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

Liabilities / Assets

17th percentile

0.03x

Higher debt load relative to assets than 17% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

15th percentile

-6.3%

Faster asset growth than 15% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$23,975,999

Down $1,598,888 (-6.3%) from 2010

Net Assets

Down

$23,279,206

Down $2,146,866 (-8.4%) from 2010

Liabilities

Up

$696,793

Up $547,978 (+368%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,326,445

Up $166,321 (+14%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$40M$30M$20M$10M$0Assets 2010: $25,574,887Liabilities 2010: $148,815Net Assets 2010: $25,426,0722010Assets 2011: $23,975,999Liabilities 2011: $696,793Net Assets 2011: $23,279,2062011Assets 2012: $25,535,777Liabilities 2012: $360,768Net Assets 2012: $25,175,0092012Assets 2013: $29,020,763Liabilities 2013: $1,532Net Assets 2013: $29,019,2312013Assets 2014: $29,084,927Liabilities 2014: $0Net Assets 2014: $29,084,9272014Assets 2015: $27,878,787Liabilities 2015: $0Net Assets 2015: $27,878,7872015Assets 2016: $27,926,367Liabilities 2016: $0Net Assets 2016: $27,926,3672016Assets 2017: $31,205,999Liabilities 2017: $0Net Assets 2017: $31,205,9992017Assets 2018: $27,940,667Liabilities 2018: $0Net Assets 2018: $27,940,6672018Assets 2019: $31,748,536Liabilities 2019: $0Net Assets 2019: $31,748,5362019Assets 2020: $34,495,178Liabilities 2020: $64,790Net Assets 2020: $34,430,3882020Assets 2021: $37,208,949Liabilities 2021: $159,695Net Assets 2021: $37,049,2542021Assets 2022: $30,237,337Liabilities 2022: $252,048Net Assets 2022: $29,985,2892022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2011

Assets$23,975,999
Liabilities$696,793
Net Assets$23,279,206
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,160,1242010Expenses 2011: $1,326,4452011Expenses 2012: $1,196,1252012Revenue 2013: $1,401,869Expenses 2013: $1,200,440Net Income 2013: $201,4292013Revenue 2014: $2,869,523Expenses 2014: $1,199,467Net Income 2014: $1,670,0562014Revenue 2015: $2,531,140Expenses 2015: $1,302,098Net Income 2015: $1,229,0422015Revenue 2016: $1,484,280Expenses 2016: $1,332,245Net Income 2016: $152,0352016Revenue 2017: $2,122,678Expenses 2017: $1,342,414Net Income 2017: $780,2642017Revenue 2018: $1,670,709Expenses 2018: $1,431,571Net Income 2018: $239,1382018Revenue 2019: $1,188,920Expenses 2019: $1,379,410Net Income 2019: -$190,4902019Revenue 2020: $1,276,425Expenses 2020: $1,290,847Net Income 2020: -$14,4222020Revenue 2021: $1,721,051Expenses 2021: $1,400,943Net Income 2021: $320,1082021Revenue 2022: $982,901Expenses 2022: $1,420,100Net Income 2022: -$437,1992022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2011

Revenue-
Expenses$1,326,445
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 5, 2012
Return Version
2011v1.3
Gross Receipts
$658,595
Mission and Program Overview

Mission

In response to god's love in jesus christ, diakon lutheran fund will demonstrate god's command to love the neighbor through acts of service.

Major Activities

Activity 2
SEE SCHEDULE O
Filing and Contact Details

Filer

EIN
23-1365978
Raw XML AppendixShowing 400 of 688 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY00
IRS990/AccountsPayableAccruedExpenses/EOY00
IRS990/AccountsReceivable/BOY00
IRS990/AccountsReceivable/EOY00
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0SEE SCHEDULE O
IRS990/Activity2/Expense0198987
IRS990/Activity2/Grants0198987
IRS990/ActivityOrMissionDescription0THE DIAKON LUTHERAN FUND OVERSEES DIAKON'S ENDOWMENT FUNDS AND OTHER INVESTMENTS, A SIGNIFICANT PORTION OF WHICH GENERATE INCOME SPECIFICALLY TO SUPPORT SERVICES FOR CHILDREN AND FAMILIES.
IRS990/AddressPrincipalOfficerUS/AddressLine10798 HAUSMAN ROAD STE 300
IRS990/AddressPrincipalOfficerUS/City0ALLENTOWN
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode018104
IRS990/Advertising/Total00
IRS990/AllOtherContributions09242
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY00
IRS990/CashNonInterestBearing/EOY00
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/ConferencesMeetings/Total00
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0true
IRS990/ContractorCompensation/NameOfContractor/NamePerson0NONE
IRS990/ContributionsGrantsCurrentYear09242
IRS990/ContributionsGrantsPriorYear033257
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0true
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY00
IRS990/DeferredRevenue/EOY00
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30true
IRS990/Description0SEE SCHEDULE O
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0true
IRS990/EscrowAccountLiability/BOY00
IRS990/EscrowAccountLiability/EOY00
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense01118786
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total00
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral08672
IRS990/FeesForServicesInvstMgmntFees/Total08672
IRS990/FeesForServicesLegal/Total00
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total00
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.0
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/NamePerson0LAWRENCE F DELP
IRS990/Form990PartVIISectionA/NamePerson1STEVE FRANKLIN
IRS990/Form990PartVIISectionA/NamePerson2HOLLY A HEINTZELMAN
IRS990/Form990PartVIISectionA/NamePerson3KENNETH G MERTZ II CFA
IRS990/Form990PartVIISectionA/NamePerson4CAROL TAYLOR RA
IRS990/Form990PartVIISectionA/NamePerson5ROBERT L SIMPSON
IRS990/Form990PartVIISectionA/NamePerson6HAROLD D HERSHBERGER JR
IRS990/Form990PartVIISectionA/NamePerson7J DOUGLAS PRICE
IRS990/Form990PartVIISectionA/NamePerson8JOSEPH SKILMAN JR
IRS990/Form990PartVIISectionA/NamePerson9RONALD P DREESE
IRS990/Form990PartVIISectionA/NamePerson10ROBERT REITZEL
IRS990/Form990PartVIISectionA/NamePerson11MARK T PILE
IRS990/Form990PartVIISectionA/NamePerson12RICHARD M BARGER
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation11248312
IRS990/Form990PartVIISectionA/OtherCompensation12100207
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs11323001
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs12252036
IRS990/Form990PartVIISectionA/Title0BOARD MEMBER
IRS990/Form990PartVIISectionA/Title1BOARD MEMBER
IRS990/Form990PartVIISectionA/Title2BOARD MEMBER
IRS990/Form990PartVIISectionA/Title3CHAIR
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5BOARD MEMBER
IRS990/Form990PartVIISectionA/Title6BOARD MEMBER
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8BOARD MEMBER
IRS990/Form990PartVIISectionA/Title9BOARD MEMBER
IRS990/Form990PartVIISectionA/Title10BOARD MEMBER
IRS990/Form990PartVIISectionA/Title11PRESIDENT/CEO
IRS990/Form990PartVIISectionA/Title12EXECUTIVE VP/CFO
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/Grants01118786
IRS990/GrantsAndSimilarAmntsCY01317773
IRS990/GrantsAndSimilarAmntsPriorYear01160124
IRS990/GrantsPayable/BOY00
IRS990/GrantsPayable/EOY00
IRS990/GrantsToDomesticIndividuals/ProgramServices091436
IRS990/GrantsToDomesticIndividuals/Total091436
IRS990/GrantsToDomesticOrgs/ProgramServices01226337
IRS990/GrantsToDomesticOrgs/Total01226337
IRS990/GrantsToIndividuals0true
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0658595
IRS990/GroupExemptionNumber09386
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/IntangibleAssets/BOY00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/BOY00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear0340034
IRS990/InvestmentIncome/ExclusionAmount0340034
IRS990/InvestmentIncomePriorYear01174646
IRS990/InvestmentIncome/TotalRevenueColumn0340034
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY00
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/BOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY016653272
IRS990/InvestmentsPubTradedSecurities/EOY016610642
IRS990/LandBuildingsEquipmentBasisNet/BOY00
IRS990/LoansFromOfficersDirectors/BOY00
IRS990/LoansFromOfficersDirectors/EOY00
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0true
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0THE DIAKON LUTHERAN FUND OVERSEES DIAKON'S ENDOWMENT FUNDS AND OTHER INVESTMENTS, A SIGNIFICANT PORTION OF WHICH GENERATE INCOME SPECIFICALLY TO SUPPORT SERVICES FOR CHILDREN AND FAMILIES.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY00
IRS990/MortNotesPyblSecuredInvestProp/EOY00
IRS990/NameOfPrincipalOfficerPerson0MARK T PILE
IRS990/NbrIndependentVotingMembers011
IRS990/NbrVotingGoverningBodyMembers011
IRS990/NbrVotingMembersGoverningBody011
IRS990/NetAssetsOrFundBalancesBOY025426072
IRS990/NetAssetsOrFundBalancesEOY023279206
IRS990/NetGainOrLossInvestments/TotalRevenueColumn00
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers011
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY08363085
IRS990/OtherAssetsTotal/EOY07254554
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear00
IRS990/OtherExpensesCurrentYear08672
IRS990/OtherLiabilities/BOY0148815
IRS990/OtherLiabilities/EOY0696793
IRS990/OtherNotesLoansReceivableNet/BOY00
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear0309319
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0TRUST INCOME
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0309319
IRS990/OtherRevenueMisc/TotalRevenueColumn0309319
IRS990/OtherRevenuePriorYear0301891
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PermanentlyRestrictedNetAssets/BOY08583407
IRS990/PermanentlyRestrictedNetAssets/EOY07500344
IRS990/PledgesAndGrantsReceivable/BOY020061
IRS990/PledgesAndGrantsReceivable/EOY012462
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY00
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromDisqualPersons/BOY00
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationOtherChanges0-1479016
IRS990/ReconcilationRevenueExpenses0-667850
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0true
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-667850
IRS990/RevenuesLessExpensesPriorYear0349670
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0538469
IRS990/SavingsAndTempCashInvestments/EOY098341
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts01207552
IRS990ScheduleA/SupportedOrgInformation/Amount01207552
IRS990ScheduleA/SupportedOrgInformation/EIN0231857015
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10DIAKON LUTHERAN SOCIAL MINISTRIES
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization009
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance072097
IRS990ScheduleD/CurrentYear/Contributions04242
IRS990ScheduleD/CurrentYear/EndOfYearBalance077067
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0728
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance021000
IRS990ScheduleD/CurrentYearMinus1Year/Contributions049460
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance072097
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses01637
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance00
IRS990ScheduleD/CurrentYearMinus2Years/Contributions021000
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance021000
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance00
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance00
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/ExcessOrDeficitForYear0-667850
IRS990ScheduleD/ExcessOrDeficitPerFS0-5405240
IRS990ScheduleD/ExpensesNotRptdF9900219618739
IRS990ScheduleD/ExpensesNotRptdOnFinStmt01235012
IRS990ScheduleD/ExpensesSubtotal091433
IRS990ScheduleD/FederalIncomeTaxLiability00
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT AND OTHER FUNDS ARE 1) BENEVOLENT CARE, 2) EXPANSION OF PROGRAMS, AND 3) TO SUPPORT CURRENT PROGRAM ACTIVITIES. PLEASE NOTE THAT AMOUNTS REPORTED FOR PRIOR YEAR AND TWO YEARS BACK ARE DIFFERENT THAN AMOUNTS REPORTED IN THE 2010 DIAKON LUTHERAN FUND 990. IT WAS DETERMINED THAT AMOUNTS REPORTED AS ENDOWMENTS IN PRIOR 990'S WERE "SELF" RESTRICTED NOT LEGAL ENDOWMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1DIAKON AND ITS CONTROLLED AFFILIATES, WITH THE EXCEPTION OF ISM, A PENNSYLVANIA FOR-PROFIT CORPORATION, ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES. THE CORPORATION USED A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CORPORATION DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT SHOULD BE RECORDED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2EXCESS(DEFICIT) OF OTHER ENTITIES IN CONSOLIDATED FINANCIAL STATEMENTS: DIAKON LUTHERAN SOCIAL MINISTRIES $(4,936,345) DIAKON LUTHERWOOD SENIOR HOUSING, LLC 37,645 (DISREGARDED ENTITY OF DLSM FOR TAX PURPOSES) DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS 55,877 DIAKON LUTHERAN SENIOR HOUSING AT HEILMAN HOUSE (41,017) SUSQUEHANNA HOUSING INC. 16 INSTITUTE FOR STRATEGIC MANAGEMENT, INC. (39,422) SUBTOTAL $(4,923,246) REVENUE NOT INCLUDED IN EXCESS (DEFICIT) IN CONSOLIDATED FINANCIAL STATEMENTS: PERMANENTLY RESTRICTED CONTRIBUTIONS (4,242) TEMPORARILY RESTRICTED INVESTMENT LOSS (41,373) NET ASSETS RELEASED FROM RESTRICTION 231,471 SUBTOTAL 185,856 TOTAL $(4,737,390)
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3REVENUE OF OTHER ENTITIES IN CONSOLIDATED FINANCIAL STATEMENTS: DIAKON LUTHERAN SOCIAL MINISTRIES $216,726,522 DIAKON 531,517 DIAKON LUTHERWOOD SENIOR HOUSING, LLC 1,010,615 (DISREGARDED ENTITY OF DLSM FOR TAX PURPOSES) DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS 503,998 DIAKON LUTHERAN SENIOR HOUSING AT HEILMAN HOUSE 458,262 SUSQUEHANNA HOUSING INC. 16 INSTITUTE FOR STRATEGIC MANAGEMENT, INC. 607,502 SUBTOTAL $219,838,432 REVENUE ELIMINATED IN CONSOLIDATION IN CONSOLIDATED FINANCIAL STATEMENTS: DIAKON LUTHERAN FUND GRANT INCOME $(1,226,340) DIAKON MANAGEMENT FEE (524,390) HUD MANAGEMENT FEE (433,895) SUBTOTAL $(2,184,625) TOTAL $217,653,807
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4REVENUE NOT INCLUDED IN EXCESS (DEFICIT) IN CONSOLIDATED FINANCIAL STATEMENTS: PERMANENTLY RESTRICTED CONTRIBUTIONS 4,242 TEMPORARILY RESTRICTED INVESTMENT LOSS 41,373 NET ASSETS RELEASED FROM RESTRICTION (231,471) TOTAL (185,856)
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation5EXPENSES OF OTHER ENTITIES IN CONSOLIDATED FINANCIAL STATEMENTS: DIAKON LUTHERAN SOCIAL MINISTRIES $217,504,483 DIAKON 531,517 DIAKON LUTHERWOOD SENIOR HOUSING, LLC 972,970 (DISREGARDED ENTITY OF DLSM FOR TAX PURPOSES) DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS 439,063 DIAKON LUTHERAN SENIOR HOUSING AT HEILMAN HOUSE 482,067 INSTITUTE FOR STRATEGIC MANAGEMENT, INC. 646,924 SUBTOTAL 220,577,024 EXPENSES ELIMINATED IN CONSOLIDATION IN CONSOLIDATED FINANCIAL STATEMENTS: DIAKON MANAGEMENT FEE (524,390) HUD MANAGEMENT FEE (433,895) SUBTOTAL $(958,285) TOTAL $219,618,739
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation6EXPENSES ELIMINATED IN CONSOLIDATION IN CONSOLIDATED FINANCIAL STATEMENTS: DIAKON LUTHERAN FUND GRANT $1,226,340 TOTAL $1,226,340
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2SCHEDULE D, PART XI, LINE 8
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3SCHEDULE D, PART XII, LINE 2D
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier4SCHEDULE D, PART XII, LINE 4B
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier5SCHEDULE D, PART XIII, LINE 2D
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier6SCHEDULE D, PART XIII, LINE 4B
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1RECONCILIATION OF CHANGE IN NET ASSETS
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2RECONCILIATION OF REVENUE
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference3RECONCILIATION OF REVENUE
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference4RECONCILIATION OF EXPENSES
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference5RECONCILIATION OF EXPENSES
IRS990ScheduleD/InvestmentExpensesNotIncluded08672
IRS990ScheduleD/InvestmentExpensesNotIncluded208672
IRS990ScheduleD/OtherAmount0-4737390
IRS990ScheduleD/OtherAssets/BookValue049210
IRS990ScheduleD/OtherAssets/BookValue17205344
IRS990ScheduleD/OtherAssets/Description0INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssets/Description1FUNDS HELD IN TRUST BY OTHERS
IRS990ScheduleD/OtherExpensesIncluded0219618739
IRS990ScheduleD/OtherExpensesNotIncluded01226340
IRS990ScheduleD/OtherLiabilities/Amount0696793
IRS990ScheduleD/OtherLiabilities/Description0DUE TO AFFILIATES
IRS990ScheduleD/OtherRevenues0217653807
IRS990ScheduleD/OtherRevenuesNotIncluded0-185856
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/RevenueNotRptdF9900217653807
IRS990ScheduleD/RevenueNotRptdOnFinStmt0-177184
IRS990ScheduleD/RevenueSubtotal0835779
IRS990ScheduleD/TotalAdjustments0-4737390
IRS990ScheduleD/TotalBookValueOtherAssets07254554
IRS990ScheduleD/TotalExpenses01326445
IRS990ScheduleD/TotalExpensesPerForm99001326445
IRS990ScheduleD/TotalOfAmounts0696793
IRS990ScheduleD/TotalRevenue0658595
IRS990ScheduleD/TotalRevenuePerForm9900658595
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0219710172
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0218489586
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant091436
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients029
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0THE DIAKON LUTHERAN FUND BOARD AGREES TO A PREDETERMINED AMOUNT FOR THE FAMILY AND COMMUNITY MINISTRY PROGRAMS. INCOME STATEMENTS OF DIAKON LUTHERAN SOCIAL MINISTRIES (DLSM) FAMILY AND COMMUNITY MINISTRY PROGRAMS ARE REVIEWED MONTHLY BY MANAGEMENT OF DLSM, TO ENSURE THAT THE APPROPRIATE EXPENSES ARE INCURRED. ANNUALLY THE DIAKON LUTHERAN FUND ("DLF") BOARD APPROVES AN AMOUNT TO BE AVAILABLE FOR YOUTH SERVICES FUND SCHOLARSHIPS FOR THE FOLLOWING YEAR. UNDER THE BOARD'S POLICY, SCHOLARSHIP APPLICATIONS ARE ACCEPTED, AND SCHOLARSHIPS ARE APPROVED AND AWARDED. ANNUAL REPORTS ARE PROVIDED TO THE DLF BOARD REGARDING THE SCHOLARSHIP PROGRAM, INCLUDING TOTAL DOLLAR AMOUNT UTILIZED, HOW MANY SCHOLARSHIPS WERE AWARDED AND FOR WHAT PURPOSE FUNDS WERE USED.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,975,999
Liabilities
$696,793
Net assets
$23,279,206
Revenue
-
Expenses
$1,326,445
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$30.2$0.25$30.0$0.98$1.42$0.44
2021Detailed filing. Detailed filing data is available for this year.$37.2$0.16$37.0$1.72$1.40$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$0.06$34.4$1.28$1.29$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.00$31.7$1.19$1.38$0.19
2018Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$1.67$1.43$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$0.00$31.2$2.12$1.34$0.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.00$27.9$1.48$1.33$0.15
2015Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$2.53$1.30$1.23
2014Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$2.87$1.20$1.67
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$0.00$29.0$1.40$1.20$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$0.36$25.2$1.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.70$23.3$1.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.15$25.4$1.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • $10M-$25M nonprofits