Civic Intelligence

Willamette Lutheran Foundation

990 • Fiscal year 2017 • EIN 23-7170131

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 29, 2017

Organization Profile
7693 Wheatland Road NKeizer, OR 97303-3456

(503) 393-1491

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,575,210

Up $164,310 (+6.8%) from 2016

Net Assets

Up

$2,572,920

Up $164,310 (+6.8%) from 2016

Liabilities

Flat

$2,290

Flat from 2016

Revenue And Expenses

Revenue

Down

$226,857

Down $31,138 (-12%) from 2016

Expenses

Up

$62,547

Up $4,659 (+8.0%) from 2016

Net Income

Down

$164,310

Down $35,797 (-18%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$2,575,210
Liabilities$2,290
Net Assets$2,572,920
Open 2017 Filing

Operations Trend

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

2017

Revenue$226,857
Expenses$62,547
Net Income$164,310
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 29, 2017
Return Version
2016v3.0
Gross Receipts
$226,857
Mission and Program Overview

Mission

Support in caring for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,335,461$1,376,668▲ $41,207
Investments in Publicly Traded Securities$1,075,439$1,198,542▲ $123,103
Total Assets$2,410,900$2,575,210▲ $164,310
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$2,408,610$2,572,920▲ $164,310
Total Net Assets Fund Balance$2,408,610$2,572,920▲ $164,310
Total Liabilities and Net Assets / Fund Balance$2,410,900$2,575,210▲ $164,310
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$89,142
Program Service Revenue
$0
Investment Income
$137,715
Other Revenue
$0
All Other Contributions
$89,142
Change in Net Assets
$164,310
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,629
Other Expenses$2,918
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,629--$59,629
Fees for Services Accounting$2,500--$2,500
Office Expenses$418--$418
Total Functional Expenses$62,547$0$0$62,547
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Willamette Lutheran HomesSalem, OR3Elderly Housing$59,629
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 Barrett Patten LlpPartnerAccounting ServicesNo$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

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
2017-12-29

Organization Details

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

Preparer

Firm
Katter Barrett & 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.”

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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 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.
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IRS990/VotingMembersIndependentCnt012
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05033931491
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ReturnHeader/Filer/PhoneNum05033931491
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
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ReturnHeader/PreparerPersonGrp/PhoneNum05035859045
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A KATTER
ReturnHeader/ReturnTs02018-01-10T08:32:11-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,575,210
Liabilities
$2,290
Net assets
$2,572,920
Revenue
$226,857
Expenses
$62,547
Net income
$164,310
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