Civic Intelligence

Willamette Lutheran Foundation

990 • Fiscal year 2019 • EIN 23-7170131

Aug 01, 2018 to Jul 31, 2019 • Filed on Jan 31, 2020

Organization Profile
7693 Wheatland Road NKeizer, OR 97303-3456

(503) 393-1491

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-418%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,413,798

Down $285,392 (-17%) from 2018

Net Assets

Down

$1,411,508

Down $285,392 (-17%) from 2018

Liabilities

Flat

$2,290

Flat from 2018

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin1st percentile

Revenue

Down

$68,356

Down $25,892 (-27%) from 2018

Expenses

Down

$353,748

Down $616,520 (-64%) from 2018

Net Income

Up

-$285,392

Up $590,628 (+67%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2019

Assets$1,413,798
Liabilities$2,290
Net Assets$1,411,508
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

2019

Revenue$68,356
Expenses$353,748
Net Income-$285,392
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jan 31, 2020
Return Version
2018v3.2
Gross Receipts
$68,356
Mission and Program Overview

Mission

Support in caring for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,268,298$1,347,311▲ $79,013
Savings and Temporary Cash Investments$430,892$66,487▼ $364,405
Total Assets$1,699,190$1,413,798▼ $285,392
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$1,696,900$1,411,508▼ $285,392
Total Net Assets Fund Balance$1,696,900$1,411,508▼ $285,392
Total Liabilities and Net Assets / Fund Balance$1,699,190$1,413,798▼ $285,392
Compensation and Service Providers
Top Officer Pay36th 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
$3,103
Program Service Revenue
$0
Investment Income
$65,253
Other Revenue
$0
All Other Contributions
$3,103
Change in Net Assets
$-285,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$350,725
Other Expenses$3,023
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$350,725--$350,725
Fees for Services Accounting$2,400--$2,400
Office Expenses$623--$623
Total Functional Expenses$353,748$0$0$353,748
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Willamette Lutheran HomesSalem, OR3Elderly Housing$350,725
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$2,400
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
2020-01-31

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.”

Raw XML Appendix375 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02290
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02290
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT IN CARING FOR THE ELDERLY
IRS990/AllOtherContributionsAmt03103
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0WILLAMETTE LUTHERAN HOMES
IRS990/BooksInCareOfDetail/PhoneNum05033931491
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07693 WHEATLAND ROAD N
IRS990/BooksInCareOfDetail/USAddress/CityNm0KEIZER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097303
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03103
IRS990/CYGrantsAndSimilarPaidAmt0350725
IRS990/CYInvestmentIncomeAmt065253
IRS990/CYOtherExpensesAmt03023
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-285392
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0353748
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt068356
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE FINANCIAL SUPPORT TO WILLAMETTE LUTHERAN HOMES, INC., A 501(C)(3) ORG., ON BEHALF OF TENANTS WHO NO LONGER HAVE THE RESOURCES TO PAY FOR ELDERLY HOUSING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0353748
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02400
IRS990/FeesForServicesAccountingGrp/TotalAmt02400
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm1DERYL NIELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2DUDLEY NOLTING
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY KRIBS
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY MEARS
IRS990/Form990PartVIISectionAGrp/PersonNm6DENISE RUSCOE
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN GREWE
IRS990/Form990PartVIISectionAGrp/PersonNm8JUDY RUSCOE
IRS990/Form990PartVIISectionAGrp/PersonNm9NADINE HEIDELBERG
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT KATTER
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRIS VEIT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0350725
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0350725
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0350725
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt068356
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt065253
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065253
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01268298
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01347311
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT IN CARING FOR THE ELDERLY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01696900
IRS990/NetAssetsOrFundBalancesEOYAmt01411508
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0623
IRS990/OfficeExpensesGrp/TotalAmt0623
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRIS VEIT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08261
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0967283
IRS990/PYInvestmentIncomeAmt085987
IRS990/PYOtherExpensesAmt02985
IRS990/PYRevenuesLessExpensesAmt0-876020
IRS990/PYTotalExpensesAmt0970268
IRS990/PYTotalRevenueAmt094248
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-285392
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0430892
IRS990/SavingsAndTempCashInvstGrp/EOYAmt066487
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930501838
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0350725
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WILLAMETTE LUTHERAN HOMES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0350725
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0350725
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ELDERLY HOUSING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILLAMETTE LUTHERAN HOMES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0501(C)(3) ELDERLY HOUSING AFFILIAT
IRS990ScheduleI/RecipientTable/RecipientEIN0930501838
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07693 WHEATLAND RD N
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALEM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097303
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, 2018 THE FOUNDATIION PROVIDED 886,648 IN FUNDING FOR A WATER PIPE REPLACEMENT PROJECT IN THE BUILDING IN WHICH THEY OPERATE THE WILLAMETTE LUTHERAN HOMES, INC.(A 501(C)(3) ORG.)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATTER BARRETT PATTEN LLP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PARTNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt02400
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ACCOUNTING SERVICES
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097308
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01699190
IRS990/TotalAssetsEOYAmt01413798
IRS990/TotalAssetsGrp/BOYAmt01699190
IRS990/TotalAssetsGrp/EOYAmt01413798
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03103
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0353748
IRS990/TotalFunctionalExpensesGrp/TotalAmt0353748
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02290
IRS990/TotalLiabilitiesEOYAmt02290
IRS990/TotalLiabilitiesGrp/BOYAmt02290
IRS990/TotalLiabilitiesGrp/EOYAmt02290
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01696900
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01411508
IRS990/TotalProgramServiceExpensesAmt0353748
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065253
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068356
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01699190
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01413798
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01696900
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01411508
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03095 RIVER ROAD N
IRS990/USAddress/CityNm0SALEM
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097302
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS VEIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05033931491
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F54AA8E5C2852FAB473639AD7A0166FAFED196F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CA194CBC5E2A2BBF6CDC2BB91C36F06C0C9087E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02020-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:38:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0936107217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATTER BARRETT & 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/PreparationDt02020-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A KATTER
ReturnHeader/ReturnTs02020-02-07T10:38:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,413,798
Liabilities
$2,290
Net assets
$1,411,508
Revenue
$68,356
Expenses
$353,748
Net income
-$285,392
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