Civic Intelligence

Willamette Lutheran Foundation

990 • Fiscal year 2014 • EIN 23-7170131

Aug 01, 2013 to Jul 31, 2014 • Filed on May 29, 2015

Organization Profile
7693 Wheatland Road N97303-3456

(503) 393-1491

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

$2,217,635

No earlier filing loaded for comparison.

Net Assets

$2,215,345

No earlier filing loaded for comparison.

Liabilities

$2,290

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin96th percentile

Revenue

$158,364

No earlier filing loaded for comparison.

Expenses

$44,127

No earlier filing loaded for comparison.

Net Income

$114,237

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$2,217,635
Liabilities$2,290
Net Assets$2,215,345
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$158,364
Expenses$44,127
Net Income$114,237
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
May 29, 2015
Return Version
2013v4.0
Gross Receipts
$191,893
Mission and Program Overview

Mission

Support in caring for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,005,073$1,067,803▲ $62,730
Investments in Publicly Traded Securities$830,348$964,093▲ $133,745
Other Notes and Loans Receivable, Net$266,202$184,509▼ $81,693
Accounts Receivable$1,775$1,230▼ $545
Total Assets$2,103,398$2,217,635▲ $114,237
Liabilities
Accounts Payable and Accrued Expenses$2,290$2,290→ $0
Total Liabilities$2,290$2,290→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,101,108$2,215,345▲ $114,237
Total Net Assets Fund Balance$2,101,108$2,215,345▲ $114,237
Total Liabilities and Net Assets / Fund Balance$2,103,398$2,217,635▲ $114,237
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Chris VeitPresident
Denise TarayDirector
Deryl NielsenDirector
Joel MathiasDirector
John AndersonDirector
John GreweDirector
Larry GeorgeDirector
Larry KribsDirector
Wayne TonackDirector
Nadine HeidelbergSecretary
Dave CarterTreasurer
Judy RuscoeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$6,766
Program Service Revenue
$0
Investment Income
$151,598
Other Revenue
$0
All Other Contributions
$6,766
Change in Net Assets
$114,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,967
Other Expenses$2,160
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,967--$41,967
Fees for Services Accounting$1,800--$1,800
Other Expenses$360--$360
Total Functional Expenses$44,127$0$0$44,127
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-0501838-3Elderly Housing$41,967
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
Davis Katter Barrett LlpPartnerAccounting ServicesNo$1,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
No
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

EIN
23-7170131
Phone
5033931491

Signing Officer

Name
Chris Veit
Title
President
Phone
5033931491
Signed
2015-05-29

Organization Details

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

Preparer

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 adminstrator receives the annual filings and related financial information, approves them and signs them. Directors receive copies of information during board meetings.”

Raw XML Appendix372 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/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.
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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 ADMINSTRATOR 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.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OR
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt06766
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044127
IRS990/TotalFunctionalExpensesGrp/TotalAmt044127
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02290
IRS990/TotalLiabilitiesEOYAmt02290
IRS990/TotalLiabilitiesGrp/BOYAmt02290
IRS990/TotalLiabilitiesGrp/EOYAmt02290
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02101108
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103095 RIVER ROAD N
IRS990/USAddress/City0SALEM
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097302
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS VEIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05033931491
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLAMETTE LUTHERAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0237170131
ReturnHeader/Filer/PhoneNum05033931491
ReturnHeader/Filer/USAddress/AddressLine107693 WHEATLAND ROAD N
ReturnHeader/Filer/USAddress/City0KEIZER
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode0973033456
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0936107217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DAVIS KATTER & BARRETT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 926
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097308
ReturnHeader/PreparerPersonGrp/PhoneNum05035859045
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A KATTER
ReturnHeader/ReturnTs02015-05-29T13:10:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,217,635
Liabilities
$2,290
Net assets
$2,215,345
Revenue
$158,364
Expenses
$44,127
Net income
$114,237
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