Civic Intelligence

Willamette Lutheran Foundation

EIN 23-7170131 • 501(c)3 • Keizer, OR

Profile

Support in caring for the elderly

7693 Wheatland Road NKeizer, OR 97303-3456
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-3.8%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

27%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,884,062

Up $159,329 (+9.2%) from 2023

Liabilities

Flat

$2,290

Flat from 2023

Net Assets

Up

$1,881,772

Up $159,329 (+9.3%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin94th percentile

Revenue

Down

$107,163

Down $22,299 (-17%) from 2023

Expenses

Down

$75,200

Down $16,172 (-18%) from 2023

Net Income

Down

$31,963

Down $6,127 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2014: $2,217,635Liabilities 2014: $2,290Net Assets 2014: $2,215,3452014Assets 2015: $2,210,793Liabilities 2015: $2,290Net Assets 2015: $2,208,5032015Assets 2016: $2,410,900Liabilities 2016: $2,290Net Assets 2016: $2,408,6102016Assets 2017: $2,575,210Liabilities 2017: $2,290Net Assets 2017: $2,572,9202017Assets 2018: $1,699,190Liabilities 2018: $2,290Net Assets 2018: $1,696,9002018Assets 2019: $1,413,798Liabilities 2019: $2,290Net Assets 2019: $1,411,5082019Assets 2020: $1,326,353Liabilities 2020: $2,290Net Assets 2020: $1,324,0632020Assets 2021: $1,763,304Liabilities 2021: $2,290Net Assets 2021: $1,761,0142021Assets 2022: $1,695,921Liabilities 2022: $2,290Net Assets 2022: $1,693,6312022Assets 2023: $1,724,733Liabilities 2023: $2,290Net Assets 2023: $1,722,4432023Assets 2024: $1,884,062Liabilities 2024: $2,290Net Assets 2024: $1,881,7722024

Highlighted filing

2024

Assets$1,884,062
Liabilities$2,290
Net Assets$1,881,772
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $158,364Expenses 2014: $44,127Net Income 2014: $114,2372014Revenue 2015: $53,103Expenses 2015: $59,945Net Income 2015: -$6,8422015Revenue 2016: $257,995Expenses 2016: $57,888Net Income 2016: $200,1072016Revenue 2017: $226,857Expenses 2017: $62,547Net Income 2017: $164,3102017Revenue 2018: $94,248Expenses 2018: $970,268Net Income 2018: -$876,0202018Revenue 2019: $68,356Expenses 2019: $353,748Net Income 2019: -$285,3922019Revenue 2020: $105,174Expenses 2020: $55,145Net Income 2020: $50,0292020Revenue 2021: $116,847Expenses 2021: $2,762Net Income 2021: $114,0852021Revenue 2022: $148,376Expenses 2022: $48,776Net Income 2022: $99,6002022Revenue 2023: $129,462Expenses 2023: $91,372Net Income 2023: $38,0902023Revenue 2024: $107,163Expenses 2024: $75,200Net Income 2024: $31,9632024

Highlighted filing

2024

Revenue$107,163
Expenses$75,200
Net Income$31,963
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,884,062
Liabilities
$2,290
Net assets
$1,881,772
Revenue
$107,163
Expenses
$75,200
Net income
$31,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.11$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.13$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.69$0.15$0.05$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.12$0.00$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.32$0.11$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07$0.35$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.09$0.97$0.88
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.57$0.23$0.06$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.26$0.06$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.05$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.16$0.04$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Sep 25, 2024
Return Version
2023v5.0
Gross Receipts
$154,919
Mission and Program Overview

Mission

Support in caring for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,686,847$1,860,006▲ $173,159
Savings and Temporary Cash Investments$37,886$24,056▼ $13,830
Total Assets$1,724,733$1,884,062▲ $159,329
Liabilities
Accounts Payable and Accrued Expenses$2,290$2,290→ $0
Total Liabilities$2,290$2,290→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,722,443$1,881,772▲ $159,329
Total Net Assets Fund Balance$1,722,443$1,881,772▲ $159,329
Total Liabilities and Net Assets / Fund Balance$1,724,733$1,884,062▲ $159,329
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Chris VeitPresident
Denise RuscoeDirector
Deryl NielsenDirector
Dudley NoltingDirector
John AndersonDirector
John GreweDirector
Kathy MearsDirector
Larry GeorgeDirector
Larry KribsDirector
Nadine HeidelbergSecretary
Scott KatterTreasurer
Judy RuscoeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,731
Program Service Revenue
$0
Investment Income
$102,432
Other Revenue
$0
All Other Contributions
$4,731
Change in Net Assets
$31,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,266
Other Expenses$2,934
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,266--$72,266
Fees for Services Accounting$2,500--$2,500
Office Expenses$434--$434
Total Functional Expenses$75,200$0$0$75,200
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Willamette Lutheran HomesSalem, OR3Elderly Housing$72,266
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Katter Patten LlpPartnerAccounting ServicesNo$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 form 990 is reviewed and signed by the administrator. The board of directors receive copies of the financial information during board meetings.”

Form 990, Page 6, Part VI, Line 19

“All exempt status documents, policies and the required organizational filings are available for general public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Willamette Lutheran Foundation
EIN
23-7170131
Phone
5033931491
Address
7693 WHEATLAND ROAD N, KEIZER, OR 97303-3456

Signing Officer

Name
Chris Veit
Title
President
Phone
5033931491
Signed
2024-09-25

Organization Details

Principal Officer
Chris Veit
Formed
1970
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Katter & Patten Llp
Address
PO BOX 926, SALEM, OR 97308
Preparer
Scott a Katter
Phone
5035859045
Supplemental Narrative

Additional Explanations

Form 990

“All information necessary to complete the organizations annual filing requirements and compiled financial statements are received from the organizations administrator and financial director. All inquiry resolution and supporting data are received from them. The administrator receives the annual filings and related financial information, approves them and signs them. Directors receive copies of information during board meetings.”

Raw XML Appendix376 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.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0501(C)(3) ELDERLY HOUSING AFFILIAT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07693 WHEATLAND RD N
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALEM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IN AN EFFORT TO CARRYOUT THEIR OBJECTIVES, CURRENT TENANTS OF WILLAMETTE LUTHERAN HOMES, INC.(A 501(C)(3) ORG.), WHO NO LONGER HAVE THE RESOURCES TO PAY FOR HOUSING, FOOD, INFIRMARY AND OTHER SERVICES REMAIN TENANTS OF THE HOME. THE CHARITABLE CARE PROVIDED BY THE HOME IS OFFSET BY THE FOUNDATION ON AN ANNUAL BASIS BY THE NET INVESTMENT INCOME OF THE FOUNDATION. DURING THE YEAR ENDED JULY 31, 2024 THE FOUNDATIION PROVIDED 72,266 IN SUPPORT AT THE FACILITY IN WHICH THEY OPERATE THE WILLAMETTE LUTHERAN HOMES, INC.(A 501(C)(3) ORG.)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATTER PATTEN LLP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PARTNER
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt02500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ACCOUNTING SERVICES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL INFORMATION NECESSARY TO COMPLETE THE ORGANIZATIONS ANNUAL FILING REQUIREMENTS AND COMPILED FINANCIAL STATEMENTS ARE RECEIVED FROM THE ORGANIZATIONS ADMINISTRATOR AND FINANCIAL DIRECTOR. ALL INQUIRY RESOLUTION AND SUPPORTING DATA ARE RECEIVED FROM THEM. THE ADMINISTRATOR RECEIVES THE ANNUAL FILINGS AND RELATED FINANCIAL INFORMATION, APPROVES THEM AND SIGNS THEM. DIRECTORS RECEIVE COPIES OF INFORMATION DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND SIGNED BY THE ADMINISTRATOR. THE BOARD OF DIRECTORS RECEIVE COPIES OF THE FINANCIAL INFORMATION DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL EXEMPT STATUS DOCUMENTS, POLICIES AND THE REQUIRED ORGANIZATIONAL FILINGS ARE AVAILABLE FOR GENERAL PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WILLAMETTE LUTHERAN HOMES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930501838
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SALEM
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01724733
IRS990/TotalAssetsEOYAmt01884062
IRS990/TotalAssetsGrp/BOYAmt01724733
IRS990/TotalAssetsGrp/EOYAmt01884062
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IRS990/TotalContributionsAmt04731
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt075200
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02290
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IRS990/TotalLiabilitiesGrp/EOYAmt02290
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01722443
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01881772
IRS990/TotalProgramServiceExpensesAmt075200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102432
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107163
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01724733
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01884062
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03095 RIVER ROAD N
IRS990/USAddress/CityNm0SALEM
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IRS990/USAddress/ZIPCd097302
IRS990/VotingMembersGoverningBodyCnt012
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS VEIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05033931491
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLAMETTE LUTHERAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0237170131
ReturnHeader/Filer/PhoneNum05033931491
ReturnHeader/Filer/USAddress/AddressLine1Txt07693 WHEATLAND ROAD N
ReturnHeader/Filer/USAddress/CityNm0KEIZER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0973033456
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0936107217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATTER & PATTEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 926
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097308
ReturnHeader/PreparerPersonGrp/PhoneNum05035859045
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A KATTER
ReturnHeader/ReturnTs02024-09-25T17:10:04-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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