Civic Intelligence

Lutheran Seniorlife Foundation

990 • Fiscal year 2017 • EIN 25-1705233

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 23, 2018

Organization Profilewww.lutheranseniorlife.org
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

84th percentile

0.75x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

12.86x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

25th percentile

-3.2%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$378,047

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 31.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$20,872,334

Up $3,309,612 (+19%) from 2016

Net Assets

Up

$5,246,495

Up $415,515 (+8.6%) from 2016

Liabilities

Up

$15,625,839

Up $2,894,097 (+23%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin25th percentile

Revenue

Up

$1,215,012

Up $247,564 (+26%) from 2016

Expenses

Up

$1,254,177

Up $612,967 (+96%) from 2016

Net Income

Down

-$39,165

Down $365,403 (-112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2017

Assets$20,872,334
Liabilities$15,625,839
Net Assets$5,246,495
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

2017

Revenue$1,215,012
Expenses$1,254,177
Net Income-$39,165
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 23, 2018
Return Version
2016v3.0
Gross Receipts
$1,293,922
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$15,040,409$16,963,027▲ $1,922,618
Land, Buildings, and Equipment, Net$367,620$369,800▲ $2,180
Savings and Temporary Cash Investments$490,738$212,789▼ $277,949
Pledges and Grants Receivable$101,438$63,178▼ $38,260
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$17,562,722$20,872,334▲ $3,309,612
Other Assets Total$1,562,017$3,263,040▲ $1,701,023
Liabilities
Other Liabilities$12,720,823$15,597,005▲ $2,876,182
Accounts Payable and Accrued Expenses$10,919$28,834▲ $17,915
Total Liabilities$12,731,742$15,625,839▲ $2,894,097
Net Assets / Fund Balance
Unrestricted Net Assets$4,472,285$4,638,726▲ $166,441
Temporarily Rstr Net Assets$226,754$475,828▲ $249,074
Permanently Rstr Net Assets$131,941$131,941→ $0
Total Net Assets Fund Balance$4,830,980$5,246,495▲ $415,515
Total Liabilities and Net Assets / Fund Balance$17,562,722$20,872,334▲ $3,309,612

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,180$23,072$25,252
Land$367,620--
Other Assets Org$3,194,290--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
David a HammTreasurer$105,011$105,011

Board Members and Trustees

NameTitle
Lance a WhitemanChairman
Jane E BittcherPresident
John ManzettiVice Chairman
Benjamin S JamiesonDiRECTOR
Brian a MaxwellDirector
Kenneth E LewisDirector
Kurt HerbstDirector
Mary Jeanne Krob MdDirector
Rev Michael SourwineDirector
Thomas E Crowley JdDirector
David J FenogliettoDirector/CEO Lutheran Seniorlife
Susan Q DigirolamoCFO (retired 6/2/2017)
Revenue and Support

Revenue Composition

Contributions and Grants
$258,487
Program Service Revenue
$526,467
Investment Income
$409,629
Other Revenue
$20,429
All Other Contributions
$88,808
Change in Net Assets
$-39,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,293,922
Revenue Not Reported on Financial Statements
$-78,910
Revenue Not Reported on Form 990
$454,680
Other Revenue Adjustments
$-78,910
Total Revenue per Audited Statements
$1,748,602
Total Revenue per Form 990
$1,215,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$1,254,177
Other Expenses$839,764
Salaries, Compensation, and Employee Benefits$414,413
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages--$349,800$349,800
Other Employee Benefits--$64,613$64,613
Office Expenses--$36,962$36,962
Fees for Services Accounting--$16,662$16,662
Fees for Services Other--$15,809$15,809
Fees for Services Legal--$14,746$14,746
Occupancy--$13,728$13,728
Travel--$2,724$2,724
Insurance--$1,917$1,917
Conferences and Meetings--$1,611$1,611
Other Expenses$0$0$1,471$1,471
Depreciation Depletion--$727$727
All Other Expenses--$55$55
Total Functional Expenses$0$0$1,254,177$1,254,177

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,333,087
Expenses per Audited Statements$1,254,177
Total Expenses per Form 990$1,254,177
Expenses Not Reported on Form 990$78,910
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$99,339
Fundraising Direct Expenses$78,910
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Excellence Is Ageless Gala$233,288$63,609$9,048$54,561
Purse Bash$19,320$19,320$4,100$15,220
Total Events$269,018$99,339$78,910$20,429
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$13,271,967
Affiliate Payables$2,306,526
Charitable Gift Annuity Obligation$18,512
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 11B

“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
Jeffrey Carraway
Title
Chief Financial Officer
Phone
7247422246
Signed
2018-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Fenoglietto
Formed
1992
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
20 Stanwix Street, 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, 2017 and 2016.”

Part XI, Line 4B - Other Adjustments:

“Special events expense -78,910.”

Part XII, Line 2D - Other Adjustments:

“Special events expense 78,910.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/CEO LUTHERAN SENIORLIFE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DiRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO (RETIRED 6/2/2017)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0169679
IRS990/FundraisingDirectExpensesAmt078910
IRS990/FundraisingGrossIncomeAmt099339
IRS990/GainOrLossGrp/SecuritiesAmt0230354
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0230354
IRS990/GrossReceiptsAmt01293922
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01917
IRS990/InsuranceGrp/TotalAmt01917
IRS990/InvestmentIncomeGrp/ExclusionAmt0179275
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0179275
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015040409
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016963027
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023072
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0367620
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0369800
IRS990/LandBldgEquipCostOrOtherBssAmt0392872
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/NetAssetsOrFundBalancesBOYAmt04830980
IRS990/NetAssetsOrFundBalancesEOYAmt05246495
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0230354
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0230354
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt020429
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020429
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0454680
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt013728
IRS990/OccupancyGrp/TotalAmt013728
IRS990/OfficeExpensesGrp/FundraisingAmt036962
IRS990/OfficeExpensesGrp/TotalAmt036962
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01562017
IRS990/OtherAssetsTotalGrp/EOYAmt03263040
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt064613
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064613
IRS990/OtherExpensesGrp/Desc0Recruitment
IRS990/OtherExpensesGrp/Desc1EVENTS & ACTIVITIES
IRS990/OtherExpensesGrp/Desc2MAINTENANCE & EQUIPMENT
IRS990/OtherExpensesGrp/Desc3Dues and Subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt0636463
IRS990/OtherExpensesGrp/FundraisingAmt195189
IRS990/OtherExpensesGrp/FundraisingAmt21700
IRS990/OtherExpensesGrp/FundraisingAmt31471
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt0636463
IRS990/OtherExpensesGrp/TotalAmt195189
IRS990/OtherExpensesGrp/TotalAmt21700
IRS990/OtherExpensesGrp/TotalAmt31471
IRS990/OtherLiabilitiesGrp/BOYAmt012720823
IRS990/OtherLiabilitiesGrp/EOYAmt015597005
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0349800
IRS990/OtherSalariesAndWagesGrp/TotalAmt0349800
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0131941
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0131941
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0101438
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt063178
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID J FENOGLIETTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0SUPPORT FROM LUTHERAN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0526467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0526467
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0345388
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0152094
IRS990/PYOtherExpensesAmt0291367
IRS990/PYOtherRevenueAmt07742
IRS990/PYProgramServiceRevenueAmt0462224
IRS990/PYRevenuesLessExpensesAmt0326238
IRS990/PYSalariesCompEmpBnftPaidAmt0349843
IRS990/PYTotalExpensesAmt0641210
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0967448
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-39165
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0526467
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0490738
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0212789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0258487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0345388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0205230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0765158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01090749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02665012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0179275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0123653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0241464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0112044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0173382
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0829818
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0625806
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0539776
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0538712
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0503037
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0499769
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02707100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33370
IRS990ScheduleA/PublicSupportPY170Pct00.39100
IRS990ScheduleA/PublicSupportTotal170Amt02069311
IRS990ScheduleA/SubstantialContributorsTotAmt0595701
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0258487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0345388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0205230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0765158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01090749
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02665012
IRS990ScheduleA/TotalSupportAmt06201930
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/BookValueAmt02180
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023072
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025252
IRS990ScheduleD/ExpensesNotReportedAmt078910
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01254177
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0367620
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0367620
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0454680
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt068750
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13194290
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Development Costs
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1AFFILIATE RECEIVABLES
IRS990ScheduleD/OtherExpensesIncludedAmt078910
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02306526
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113271967
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt218512
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AFFILIATE PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AMOUNTS HELD FOR AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Charitable Gift Annuity Obligation
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-78910
IRS990ScheduleD/RevenueNotReportedAmt0454680
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-78910
IRS990ScheduleD/RevenueSubtotalAmt01293922
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, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS EXPENSE -78,910.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS EXPENSE 78,910.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0369800
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03263040
IRS990ScheduleD/TotalExpensesPerForm990Amt01254177
IRS990ScheduleD/TotalLiabilityAmt015597005
IRS990ScheduleD/TotalRevenuePerForm990Amt01215012
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01748602

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Filings

Displayed year

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

Open filing
Assets
$20,872,334
Liabilities
$15,625,839
Net assets
$5,246,495
Revenue
$1,215,012
Expenses
$1,254,177
Net income
-$39,165
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