Civic Intelligence

Luther House II Inc.

990 • Fiscal year 2015 • EIN 23-3024269

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 21, 2016

Organization ProfileWWW.LUTHERHOUSEPA.ORG
122 Jenners Pond RoadWest Grove, PA 19390

(610) 869-4240

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

63rd percentile

0.21x

Higher debt load relative to revenue than 63% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

70th percentile

$103,032

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

29th percentile

-3.3%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.7%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,315,114

Down $148,140 (-3.3%) from 2014

Net Assets

Down

$4,222,850

Down $137,485 (-3.2%) from 2014

Liabilities

Down

$92,264

Down $10,655 (-10%) from 2014

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin10th percentile

Revenue

Up

$439,486

Up $23,797 (+5.7%) from 2014

Expenses

Up

$576,971

Up $19,036 (+3.4%) from 2014

Net Income

Up

-$137,485

Up $4,761 (+3.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,880,945Liabilities 2011: $107,583Net Assets 2011: $4,773,3622011Assets 2012: $4,834,112Liabilities 2012: $176,647Net Assets 2012: $4,657,4652012Assets 2013: $4,606,244Liabilities 2013: $103,663Net Assets 2013: $4,502,5812013Assets 2014: $4,463,254Liabilities 2014: $102,919Net Assets 2014: $4,360,3352014Assets 2015: $4,315,114Liabilities 2015: $92,264Net Assets 2015: $4,222,8502015Assets 2016: $4,181,668Liabilities 2016: $92,101Net Assets 2016: $4,089,5672016Assets 2017: $4,067,250Liabilities 2017: $95,773Net Assets 2017: $3,971,4772017Assets 2018: $3,939,894Liabilities 2018: $100,740Net Assets 2018: $3,839,1542018Assets 2019: $3,825,972Liabilities 2019: $106,149Net Assets 2019: $3,719,8232019Assets 2020: $3,686,730Liabilities 2020: $98,105Net Assets 2020: $3,588,6252020Assets 2021: $3,540,780Liabilities 2021: $94,146Net Assets 2021: $3,446,6342021Assets 2022: $3,411,490Liabilities 2022: $92,312Net Assets 2022: $3,319,1782022Assets 2023: $3,336,249Liabilities 2023: $112,341Net Assets 2023: $3,223,9082023Assets 2024: $3,217,846Liabilities 2024: $80,780Net Assets 2024: $3,137,0662024

Highlighted filing

2015

Assets$4,315,114
Liabilities$92,264
Net Assets$4,222,850
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $378,544Expenses 2011: $460,990Net Income 2011: -$82,4462011Revenue 2012: $379,259Expenses 2012: $495,155Net Income 2012: -$115,8962012Revenue 2013: $411,993Expenses 2013: $566,877Net Income 2013: -$154,8842013Revenue 2014: $415,689Expenses 2014: $557,935Net Income 2014: -$142,2462014Revenue 2015: $439,486Expenses 2015: $576,971Net Income 2015: -$137,4852015Revenue 2016: $452,703Expenses 2016: $585,986Net Income 2016: -$133,2832016Revenue 2017: $471,964Expenses 2017: $590,054Net Income 2017: -$118,0902017Revenue 2018: $482,579Expenses 2018: $614,902Net Income 2018: -$132,3232018Revenue 2019: $489,047Expenses 2019: $608,378Net Income 2019: -$119,3312019Revenue 2020: $511,033Expenses 2020: $642,231Net Income 2020: -$131,1982020Revenue 2021: $507,977Expenses 2021: $649,968Net Income 2021: -$141,9912021Revenue 2022: $539,669Expenses 2022: $667,125Net Income 2022: -$127,4562022Revenue 2023: $580,133Expenses 2023: $675,403Net Income 2023: -$95,2702023Revenue 2024: $615,985Expenses 2024: $702,827Net Income 2024: -$86,8422024

Highlighted filing

2015

Revenue$439,486
Expenses$576,971
Net Income-$137,485
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 21, 2016
Return Version
2015v2.1
Gross Receipts
$439,486
Mission and Program Overview

Mission

Provide housing for the elderly.

Provide housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,176,609$4,020,795▼ $155,814
Savings and Temporary Cash Investments$258,373$270,173▲ $11,800
Cash and Non-Interest-Bearing Accounts$20,954$18,042▼ $2,912
Accounts Receivable$7,318$6,104▼ $1,214
Total Assets$4,463,254$4,315,114▼ $148,140
Liabilities
Other Liabilities$84,066$83,039▼ $1,027
Accounts Payable and Accrued Expenses$18,853$9,225▼ $9,628
Total Liabilities$102,919$92,264▼ $10,655
Net Assets / Fund Balance
Unrestricted Net Assets$3,860,335$3,722,850▼ $137,485
Temporarily Rstr Net Assets$500,000$500,000→ $0
Total Net Assets Fund Balance$4,360,335$4,222,850▼ $137,485
Total Liabilities and Net Assets / Fund Balance$4,463,254$4,315,114▼ $148,140

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,885,712$2,026,450$5,912,162
Leasehold Improvements$69,616$96,056$165,672
Other Land Buildings$62,098$63,431$125,529
Equipment$3,369$62,354$65,723
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Diana SeipExecutive DiPT$103,032$103,032

Board Members and Trustees

NameTitle
Robert MattsonPresident
Bruce BeitlerBoard Member
Janet WeberBoard Member
Lisa MorrisonBoard Member
Marilyn ForneyBoard Member
Diane ChunSecretary
Arthur KnechtelTreasurer
Steve BossongTreasurer
Darwin WikaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$435,739
Investment Income
$255
Other Revenue
$3,492
Change in Net Assets
$-137,485

Audited Revenue Reconciliation

Revenue per Audited Statements
$439,486
Total Revenue per Audited Statements
$439,486
Total Revenue per Form 990
$439,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,339
Salaries, Compensation, and Employee Benefits$149,632
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$179,507$147-$179,654
Other Salaries and Wages$38,969$40,246-$79,215
All Other Expenses$39,644$1,131-$40,775
Other Employee Benefits$10,318$17,569-$27,887
Current Officers, Directors, Trustees, and Key Employees-$24,643-$24,643
Other Expenses$19,545$39,712-$19,545
Insurance$13,880$2,617-$16,497
Fees for Services Accounting-$13,793-$13,793
Payroll Taxes$4,724$8,043-$12,767
Office Expenses-$6,587-$6,587
Pension Plan Contributions$1,894$3,226-$5,120
Fees for Services Legal-$1,422-$1,422
Conferences and Meetings-$622-$622
Advertising-$74-$74
Total Functional Expenses$417,139$159,832$0$576,971

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$576,971
Total Expenses per Audited Statements$576,971
Total Expenses per Form 990$576,971
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
Note Payable$54,574
Tenant Security Deposits$28,465
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Daily management has been delegated to a hud approved management company.”

Form 990, Page 6, Part VI, Line 11B

“Reviewed by board and executive director”

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

“Monitored at board meetings”

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

“Reviewed by board members”

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

“Reviewed by board members”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Luther House Ii Inc
EIN
23-3024269
Phone
6108694240
Address
122 JENNERS POND ROAD, WEST GROVE, PA 19390

Signing Officer

Name
Robert Mattson
Title
President
Phone
6108694240
Signed
2016-04-21

Organization Details

Principal Officer
Robert Mattson
Formed
2002
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
O'HARA WARD & ASSOCIATES
Address
1036 MILL CREEK DR, FEASTERVILLE, PA 19053
Preparer
ROBERT A O'HARA
Phone
2153225558
Supplemental Narrative

Additional Explanations

Form 990, Part V

“The organization is related to three other hud projects due to common management. The vendor invoices are paid by lutheran senior service of southern chester county (pa), inc., and each reimburses project lssscc for it's expenses. Therefore the expenses are reported on the 990 of the four related projects, but the 1099s are prepared by lssscc. The organization is related to a management company and three other hud projects due to common management. The employees are paid by the management company, and each project reimburses the management company for its share of expense. Therefore the payroll expense is reported of the 990 of the four related projects, but the w-2s are prepared on the management company.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The project has adopted current accounting principles for uncertain income tax positions that require evaluation of tax positions taken on its income tax returns and recognizing a tax asset or liability if the position would not be sustained under audit. The project's policy is to record interest and penalties from tax examinations as income taxes. For federal income tax purposes, the returns remain open for possible examination three years after they are filed.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 10,403
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02012887
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IRS990ScheduleD/BuildingsGrp/BookValueAmt03885712
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02026450
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05912162
IRS990ScheduleD/EquipmentGrp/BookValueAmt03369
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062354
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt065723
IRS990ScheduleD/ExpensesSubtotalAmt0576971
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt096056
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt062098
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0125529
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt128465
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0439486
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT HAS ADOPTED CURRENT ACCOUNTING PRINCIPLES FOR UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE EVALUATION OF TAX POSITIONS TAKEN ON ITS INCOME TAX RETURNS AND RECOGNIZING A TAX ASSET OR LIABILITY IF THE POSITION WOULD NOT BE SUSTAINED UNDER AUDIT. THE PROJECT'S POLICY IS TO RECORD INTEREST AND PENALTIES FROM TAX EXAMINATIONS AS INCOME TAXES. FOR FEDERAL INCOME TAX PURPOSES, THE RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION THREE YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt0576971
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS RELATED TO THREE OTHER HUD PROJECTS DUE TO COMMON MANAGEMENT. THE VENDOR INVOICES ARE PAID BY LUTHERAN SENIOR SERVICE OF SOUTHERN CHESTER COUNTY (PA), INC., AND EACH REIMBURSES PROJECT LSSSCC FOR IT'S EXPENSES. THEREFORE THE EXPENSES ARE REPORTED ON THE 990 OF THE FOUR RELATED PROJECTS, BUT THE 1099S ARE PREPARED BY LSSSCC. THE ORGANIZATION IS RELATED TO A MANAGEMENT COMPANY AND THREE OTHER HUD PROJECTS DUE TO COMMON MANAGEMENT. THE EMPLOYEES ARE PAID BY THE MANAGEMENT COMPANY, AND EACH PROJECT REIMBURSES THE MANAGEMENT COMPANY FOR ITS SHARE OF EXPENSE. THEREFORE THE PAYROLL EXPENSE IS REPORTED OF THE 990 OF THE FOUR RELATED PROJECTS, BUT THE W-2S ARE PREPARED ON THE MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAILY MANAGEMENT HAS BEEN DELEGATED TO A HUD APPROVED MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY BOARD AND EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONITORED AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEWED BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,315,114
Liabilities
$92,264
Net assets
$4,222,850
Revenue
$439,486
Expenses
$576,971
Net income
-$137,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.08$3.14$0.62$0.70$0.09
2023Summary only. Only limited summary data is available for this year.$3.34$0.11$3.22$0.58$0.68$0.10
2022Summary only. Only limited summary data is available for this year.$3.41$0.09$3.32$0.54$0.67$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.09$3.45$0.51$0.65$0.14
2020Summary only. Only limited summary data is available for this year.$3.69$0.10$3.59$0.51$0.64$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.11$3.72$0.49$0.61$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.10$3.84$0.48$0.61$0.13
2017Summary only. Only limited summary data is available for this year.$4.07$0.10$3.97$0.47$0.59$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.09$4.09$0.45$0.59$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.09$4.22$0.44$0.58$0.14
2014Summary only. Only limited summary data is available for this year.$4.46$0.10$4.36$0.42$0.56$0.14
2013Summary only. Only limited summary data is available for this year.$4.61$0.10$4.50$0.41$0.57$0.15
2012Summary only. Only limited summary data is available for this year.$4.83$0.18$4.66$0.38$0.50$0.12
2011Summary only. Only limited summary data is available for this year.$4.88$0.11$4.77$0.38$0.46$0.08