Civic Intelligence

Lutheran Seniorlife Foundation

990 • Fiscal year 2016 • EIN 25-1705233

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 31, 2017

1323 Freedom RoadCranberry Township, PA 16066

(724) 742-2246

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.72x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

13.16x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$386,545

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 40.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

0.7%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$17,562,722

Up $287,518 (+1.7%) from 2015

Net Assets

Up

$4,830,980

Up $200,887 (+4.3%) from 2015

Liabilities

Up

$12,731,742

Up $86,631 (+0.7%) from 2015

Revenue

Up

$967,448

Up $6,822 (+0.7%) from 2015

Expenses

Down

$641,210

Down $1,116,218 (-64%) from 2015

Net Income

Up

$326,238

Up $1,123,040 (+141%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $13,605,895Liabilities 2010: $10,433,280Net Assets 2010: $3,172,6152010Assets 2011: $13,530,866Liabilities 2011: $10,787,966Net Assets 2011: $2,742,9002011Assets 2012: $13,918,949Liabilities 2012: $10,697,447Net Assets 2012: $3,221,5022012Assets 2013: $15,545,947Liabilities 2013: $11,162,713Net Assets 2013: $4,383,2342013Assets 2014: $17,853,828Liabilities 2014: $12,242,062Net Assets 2014: $5,611,7662014Assets 2015: $17,275,204Liabilities 2015: $12,645,111Net Assets 2015: $4,630,0932015Assets 2016: $17,562,722Liabilities 2016: $12,731,742Net Assets 2016: $4,830,9802016Assets 2017: $20,872,334Liabilities 2017: $15,625,839Net Assets 2017: $5,246,4952017Assets 2018: $6,479,067Liabilities 2018: $1,570,949Net Assets 2018: $4,908,1182018Assets 2019: $6,471,069Liabilities 2019: $1,511,781Net Assets 2019: $4,959,2882019Assets 2020: $5,784,277Liabilities 2020: $1,570,850Net Assets 2020: $4,213,4272020Assets 2021: $7,211,286Liabilities 2021: $1,961,469Net Assets 2021: $5,249,8172021Assets 2022: $6,579,450Liabilities 2022: $1,885,760Net Assets 2022: $4,693,6902022Assets 2023: $7,464,934Liabilities 2023: $2,450,915Net Assets 2023: $5,014,0192023Assets 2024: $7,465,250Liabilities 2024: $1,790,869Net Assets 2024: $5,674,3812024

Highlighted filing

2016

Assets$17,562,722
Liabilities$12,731,742
Net Assets$4,830,980

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $498,3072010Expenses 2011: $517,8172011Expenses 2012: $556,3522012Expenses 2013: $669,5302013Revenue 2014: $1,656,561Expenses 2014: $647,482Net Income 2014: $1,009,0792014Revenue 2015: $960,626Expenses 2015: $1,757,428Net Income 2015: -$796,8022015Revenue 2016: $967,448Expenses 2016: $641,210Net Income 2016: $326,2382016Revenue 2017: $1,215,012Expenses 2017: $1,254,177Net Income 2017: -$39,1652017Revenue 2018: $793,341Expenses 2018: $1,280,163Net Income 2018: -$486,8222018Revenue 2019: $796,236Expenses 2019: $848,980Net Income 2019: -$52,7442019Revenue 2020: $785,327Expenses 2020: $1,538,201Net Income 2020: -$752,8742020Revenue 2021: $860,189Expenses 2021: $623,181Net Income 2021: $237,0082021Revenue 2022: $770,826Expenses 2022: $658,564Net Income 2022: $112,2622022Revenue 2023: $1,057,603Expenses 2023: $718,818Net Income 2023: $338,7852023Revenue 2024: $1,169,125Expenses 2024: $741,645Net Income 2024: $427,4802024

Highlighted filing

2016

Revenue$967,448
Expenses$641,210
Net Income$326,238
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$1,037,258
Mission and Program Overview

Mission

The lutheran seniorlife foundation facilitates charitable giving from donors - individuals, churches, employees, foundations and corporations - dedicated to supporting our benevolent care, senior communities, and programs and services for elders.

Fundraising and asset management provided for related exempt organizations serving the frail elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,037,735$15,040,409▲ $2,674
Savings and Temporary Cash Investments$488,683$490,738▲ $2,055
Land, Buildings, and Equipment, Net$367,813$367,620▼ $193
Pledges and Grants Receivable$171,340$101,438▼ $69,902
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$17,275,204$17,562,722▲ $287,518
Other Assets Total$1,209,133$1,562,017▲ $352,884
Liabilities
Other Liabilities$12,635,199$12,720,823▲ $85,624
Accounts Payable and Accrued Expenses$9,912$10,919▲ $1,007
Total Liabilities$12,645,111$12,731,742▲ $86,631
Net Assets / Fund Balance
Unrestricted Net Assets$4,291,387$4,472,285▲ $180,898
Temporarily Rstr Net Assets$206,765$226,754▲ $19,989
Permanently Rstr Net Assets$131,941$131,941→ $0
Total Net Assets Fund Balance$4,630,093$4,830,980▲ $200,887
Total Liabilities and Net Assets / Fund Balance$17,275,204$17,562,722▲ $287,518

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$22,345$22,345
Land$367,620--
Other Assets Org$1,493,267--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jane E BittcherPresident
Lance a WhitemanVice Chairman
Benjamin S JamiesonDirector
Brian a MaxwellDirector
Carol AchezinskiDirector
John ManzettiDirector
Kurt HerbstDirector
Mary Jeanne Krob MdDirector
Rev Michael SourwineDirector
Thomas E Crowley JdDirector
David J FenogliettoDirector/CEO Lutheran Seniorlife
Susan Q DigirolamoChief Financial Officer
Daniel E Wille EsqSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$345,388
Program Service Revenue
$462,224
Investment Income
$152,094
Other Revenue
$7,742
All Other Contributions
$158,382
Change in Net Assets
$326,238

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,037,258
Revenue Not Reported on Financial Statements
$-69,810
Revenue Not Reported on Form 990
$-125,351
Other Revenue Adjustments
$-69,810
Total Revenue per Audited Statements
$911,907
Total Revenue per Form 990
$967,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$582,186
Salaries, Compensation, and Employee Benefits$349,843
Other Expenses$291,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages--$293,374$293,374
Payments to Affiliates$59,024--$59,024
Other Employee Benefits--$56,469$56,469
Office Expenses--$40,624$40,624
Fees for Services Accounting--$15,431$15,431
Occupancy--$13,632$13,632
Fees for Services Other--$8,680$8,680
Other Expenses$0$0$5,092$5,092
Travel--$2,967$2,967
Insurance--$1,855$1,855
Fees for Services Legal--$225$225
Depreciation Depletion--$193$193
Conferences and Meetings--$85$85
Total Functional Expenses$59,024$0$582,186$641,210

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$711,020
Expenses per Audited Statements$641,210
Total Expenses per Form 990$641,210
Expenses Not Reported on Form 990$69,810
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,552
Fundraising Direct Expenses$69,810
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Excellence Is Ageless Gala$233,288$61,186$4,206$56,980
Purse Bash$18,684$14,334$145$14,189
Total Events$264,558$77,552$69,810$7,742
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amounts Held for Affiliates$11,767,700
Affiliate Payables$953,123
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Provided a copy of the final form 990 to members of the board of directors for review.

Form 990, Part VI, Section B, Line 12C

Annual conflict of interest disclosure statements are required from all board members and executives.

Form 990, Part VI, Section B, Line 15A

The executive committee of the lutheran seniorlife board of directors conducts an annual performance review in july. Market based compensation information is conducted annually from information compiled by external sources. The board then determines the compensation for the ceo.

Form 990, Part VI, Section C, Line 19

Governing documents and tax forms are available upon request at the corporate office.

Filing and Contact Details

Filer

Filer Name
Lutheran Seniorlife Foundation
EIN
25-1705233
Phone
7247422246
Address
1323 FREEDOM ROAD, CRANBERRY TOWNSHIP, PA 16066

Signing Officer

Name
Susan Q Digirolamo
Title
Chief Financial Officer
Phone
7247422246
Signed
2017-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Fenoglietto
Formed
1992
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
27

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
20 STANWIX ST STE 800, PITTSBURGH, PA 15222
Preparer
Brian R Lenart Ea
Phone
4126976400
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 7:

Lutheran seniorlife foundation does not employ any individuals. The salaries and benefits reported in part ix of form 990 represent reimbursement for services provided by employees of the parent organization, lutheran seniorlife (ein: 25-1527666). Lutheran seniorlife reports all salaries and taxes on its form 941.

FORM 990, PART XI, LINE 2C:

The audit committee of the lutheran seniorlife board of directors makes the selection of the independent audit firm, and meets with the audit team prior to and at the conclusion of the audit for a detailed review of the statements and findings. The audit committee makes recommendation to the board to accept the audit.

Financial Statement Notes

PART X, LINE 2:

Lutheran seniorlife foundation accounts for uncertainty in income taxes by using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold at june 30, 2016 and 2015.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special events expense -69,810.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special events expense 69,810.

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IRS990/Desc0LUTHERAN SENIORLIFE FOUNDATION IS A 501(C)(3) CHARITABLE ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF LUTHERAN SENIORLIFE, ST. JOHN SPECIALTY CARE CENTER, PASSAVANT RETIREMENT COMMUNITY AND OTHER AFFILIATED ORGANIZATIONS DESCRIBED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION WAS FOUNDED IN SEPTEMBER 1992.THE FOUNDATION ACTS PRIMARILY TO: 1. SOLICIT AND RECEIVE CONTRIBUTIONS FROM ALL SOURCES, WHETHER FOR UNRESTRICTED OR RESTRICTED PURPOSES;2. PROVIDE OVERSIGHT AND STEWARDSHIP OF CONTRIBUTED FUNDS;3. MANAGE THE POOLING AND DISBURSEMENT OF FUNDS FOR INVESTMENT PURPOSES; AND4. PROVIDE FUNDS TO FURTHER THE MISSION OF THE AFFILIATED ORGANIZATIONS TO SERVE ELDERS, INTENDING THAT THE RECIPIENTS OF THE SERVICES WILL EXPERIENCE A MORE ABUNDANT LIFE REGARDLESS OF THEIR PHYSICAL CONDITION OR FINANCIAL CIRCUMSTANCES.IN THE YEAR ENDED JUNE 30, 2016, GIFTS AND BEQUESTS TOTALED $345,388. UNRESTRICTED CONTRIBUTIONS EQUALED $158,382.INVESTMENTS HELD AS OF JUNE 30, 2016 CONSIST OF CASH EQUIVALENTS AND SECURITIES VALUED AT $15,040,409 AND A REAL ESTATE INVESTMENT OF LAND RECORDED AT $367,620.LUTHERAN SENIORLIFE FOUNDATION IS REGISTERED AS A CHARITABLE ORGANIZATION WITH THE PENNSYLVANIA DEPARTMENT OF STATE'S BUREAU OF CHARITABLE ORGANIZATIONS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/CEO LUTHERAN SENIORLIFE
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0187006
IRS990/FundraisingDirectExpensesAmt069810
IRS990/FundraisingGrossIncomeAmt077552
IRS990/GainOrLossGrp/SecuritiesAmt028441
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028441
IRS990/GrossReceiptsAmt01037258
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01855
IRS990/InsuranceGrp/TotalAmt01855
IRS990/InvestmentIncomeGrp/ExclusionAmt0123653
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0123653
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015037735
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015040409
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022345
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0367813
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0367620
IRS990/LandBldgEquipCostOrOtherBssAmt0389965
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE LUTHERAN SENIORLIFE FOUNDATION FACILITATES CHARITABLE GIVING FROM DONORS - INDIVIDUALS, CHURCHES, EMPLOYEES, FOUNDATIONS AND CORPORATIONS - DEDICATED TO SUPPORTING OUR BENEVOLENT CARE, SENIOR COMMUNITIES, AND PROGRAMS AND SERVICES FOR ELDERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04630093
IRS990/NetAssetsOrFundBalancesEOYAmt04830980
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt028441
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028441
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07742
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07742
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-125351
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt013632
IRS990/OccupancyGrp/TotalAmt013632
IRS990/OfficeExpensesGrp/FundraisingAmt040624
IRS990/OfficeExpensesGrp/TotalAmt040624
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01209133
IRS990/OtherAssetsTotalGrp/EOYAmt01562017
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt056469
IRS990/OtherEmployeeBenefitsGrp/TotalAmt056469
IRS990/OtherExpensesGrp/Desc0EVENTS & ACTIVITIES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE & EQUIPMENT
IRS990/OtherExpensesGrp/FundraisingAmt0143559
IRS990/OtherExpensesGrp/FundraisingAmt15092
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt0143559
IRS990/OtherExpensesGrp/TotalAmt15092
IRS990/OtherLiabilitiesGrp/BOYAmt012635199
IRS990/OtherLiabilitiesGrp/EOYAmt012720823
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0293374
IRS990/OtherSalariesAndWagesGrp/TotalAmt0293374
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt059024
IRS990/PaymentsToAffiliatesGrp/TotalAmt059024
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0131941
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0131941
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0171340
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0101438
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID J FENOGLIETTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0SUPPORT FROM LUTHERAN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0462224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0462224
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0205230
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0297507
IRS990/PYOtherExpensesAmt01431776
IRS990/PYOtherRevenueAmt0-22417
IRS990/PYProgramServiceRevenueAmt0480306
IRS990/PYRevenuesLessExpensesAmt0-796802
IRS990/PYSalariesCompEmpBnftPaidAmt0325652
IRS990/PYTotalExpensesAmt01757428
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0960626
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0326238
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0462224
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0488683
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0490738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0345388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0765158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01090749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0670720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03077245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0123653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0241464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0112044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0173382
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058643
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0709186
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0539776
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0538712
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0503037
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0499769
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0467976
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02549270
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39100
IRS990ScheduleA/PublicSupportPY170Pct00.39480
IRS990ScheduleA/PublicSupportTotal170Amt02477244
IRS990ScheduleA/SubstantialContributorsTotAmt0600001
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0345388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0765158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01090749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0670720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03077245
IRS990ScheduleA/TotalSupportAmt06335701
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022345
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022345
IRS990ScheduleD/ExpensesNotReportedAmt069810
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0641210
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0367620
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0367620
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-125351
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt068750
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11493267
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEVELOPMENT COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1AFFILIATE RECEIVABLES
IRS990ScheduleD/OtherExpensesIncludedAmt069810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0953123
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt111767700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AFFILIATE PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AMOUNTS HELD FOR AFFILIATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-69810
IRS990ScheduleD/RevenueNotReportedAmt0-125351
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-69810
IRS990ScheduleD/RevenueSubtotalAmt01037258
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LUTHERAN SENIORLIFE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2016 AND 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS EXPENSE -69,810.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS EXPENSE 69,810.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0367620
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01562017
IRS990ScheduleD/TotalExpensesPerForm990Amt0641210
IRS990ScheduleD/TotalLiabilityAmt012720823
IRS990ScheduleD/TotalRevenuePerForm990Amt0967448
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0911907
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0711020
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0187006
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0172102
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04350
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt010554
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069810
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EXCELLENCE IS AGELESS GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PURSE BASH

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.47$1.79$5.67$1.17$0.74$0.43
2023Detailed filing. Detailed filing data is available for this year.$7.46$2.45$5.01$1.06$0.72$0.34
2022Detailed filing. Detailed filing data is available for this year.$6.58$1.89$4.69$0.77$0.66$0.11
2021Detailed filing. Detailed filing data is available for this year.$7.21$1.96$5.25$0.86$0.62$0.24
2020Detailed filing. Detailed filing data is available for this year.$5.78$1.57$4.21$0.79$1.54$0.75
2019Detailed filing. Detailed filing data is available for this year.$6.47$1.51$4.96$0.80$0.85$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.48$1.57$4.91$0.79$1.28$0.49
2017Detailed filing. Detailed filing data is available for this year.$20.9$15.6$5.25$1.22$1.25$0.04
2016Detailed filing. Detailed filing data is available for this year.$17.6$12.7$4.83$0.97$0.64$0.33
2015Detailed filing. Detailed filing data is available for this year.$17.3$12.6$4.63$0.96$1.76$0.80
2014Detailed filing. Detailed filing data is available for this year.$17.9$12.2$5.61$1.66$0.65$1.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$11.2$4.38$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$10.7$3.22$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$10.8$2.74$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$10.4$3.17$0.50