Civic Intelligence

Lhi Foundation Inc

990 • Fiscal year 2015 • EIN 27-2228658

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 15, 2015

Organization ProfileWWW.LUTHERANLIFEVILLAGES.ORG
6701 S Anthony BlvdFort Wayne, IN 46816

(260) 447-1591

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

68th percentile

$163,127

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

55th percentile

1.8%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,962,312

Up $175,469 (+1.8%) from 2014

Net Assets

Up

$9,960,612

Up $176,369 (+1.8%) from 2014

Liabilities

Down

$1,700

Down $900 (-35%) from 2014

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin93rd percentile

Revenue

Up

$957,721

Up $199,258 (+26%) from 2014

Expenses

Down

$390,361

Down $115,176 (-23%) from 2014

Net Income

Up

$567,360

Up $314,434 (+124%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$10M$5.0M$0Assets 2010: $6,350,594Liabilities 2010: $0Net Assets 2010: $6,350,5942010Assets 2012: $8,797,589Liabilities 2012: $4,400Net Assets 2012: $8,793,1892012Assets 2014: $9,786,843Liabilities 2014: $2,600Net Assets 2014: $9,784,2432014Assets 2015: $9,962,312Liabilities 2015: $1,700Net Assets 2015: $9,960,6122015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$9,962,312
Liabilities$1,700
Net Assets$9,960,612
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

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

$20M$10M$0-$10M-$20MExpenses 2010: $517,4622010Expenses 2012: $430,0142012Revenue 2014: $758,463Expenses 2014: $505,537Net Income 2014: $252,9262014Revenue 2015: $957,721Expenses 2015: $390,361Net Income 2015: $567,3602015Revenue 2016: $527,345Expenses 2016: $10,540,075Net Income 2016: -$10,012,7302016

Highlighted filing

2015

Revenue$957,721
Expenses$390,361
Net Income$567,360
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 15, 2015
Return Version
2014v6.0
Gross Receipts
$1,657,842
Mission and Program Overview

Mission

As the fundraising arm of lutheran life villages, the lutheran life villages foundation oversees the charitable activities and development of our campuses in fort wayne and kendallville. The foundation also plays a vital role in our current generation of growth initiative that includes significant upgrades at our existing and new campuses located on fort wayne's far north side.

Together with lutheran life villages, lhi foundation serves individuals and their caregivers with compassion and respect for independence, wellness, and spiritual life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,876,286$5,603,739▼ $272,547
Pledges and Grants Receivable$53,431$314,915▲ $261,484
Cash and Non-Interest-Bearing Accounts$401,806$306,910▼ $94,896
Accounts Receivable$5,665$5,525▼ $140
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$9,786,843$9,962,312▲ $175,469
Other Assets Total$3,449,655$3,731,223▲ $281,568
Liabilities
Other Liabilities$2,600$1,700▼ $900
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,600$1,700▼ $900
Net Assets / Fund Balance
Unrestricted Net Assets$6,416,207$6,456,981▲ $40,774
Permanently Rstr Net Assets$1,864,503$1,865,603▲ $1,100
Temporarily Rstr Net Assets$1,503,533$1,638,028▲ $134,495
Total Net Assets Fund Balance$9,784,243$9,960,612▲ $176,369
Total Liabilities and Net Assets / Fund Balance$9,786,843$9,962,312▲ $175,469

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,731,223--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,641,383$1,100▼ $49,073$78,449$2,514,961
2013$2,280,402$42,262▲ $369,157$50,438$2,641,383
2012$2,176,485-▲ $155,871$51,954$2,280,402
2011$2,018,246$893▲ $207,858$50,512$2,176,485
2010$1,743,756$77,592▲ $243,597$46,699$2,018,246
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Donna ScanlonCFO-$116,453$116,453
Tim ImlerExecutive DirectorFT$110,784$110,784

Board Members and Trustees

NameTitle
Mark FrankeChair
Alex KieferPresident and CEO
Randy GroteVice Chair
Ali FarhoumandMember at Large
Gina RohrbacherMember at Large
John UrbahnsMember at Large
Mike HawkMember at Large
Robert MeyerMember at Large
Ruth SpringerMember at Large
Vivian PurvisMember at Large
Shirley BuuckSecretary
Troy PanningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$558,860
Program Service Revenue
$0
Investment Income
$360,818
Other Revenue
$38,043
All Other Contributions
$538,261
Change in Net Assets
$567,360

Audited Revenue Reconciliation

Revenue per Audited Statements
$957,721
Revenue Not Reported on Form 990
$-390,991
Total Revenue per Audited Statements
$566,730
Total Revenue per Form 990
$957,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$341,392
Other Expenses$48,969
Total Fundraising Expense$9,765
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$341,392--$341,392
Fees for Service Investment Mgmnt Fees-$13,188-$13,188
Other Expenses-$12,771$1,534$12,771
Advertising--$8,231$8,231
Information Technology-$5,154-$5,154
Travel-$3,008-$3,008
Office Expenses-$2,118-$2,118
Occupancy-$1,171-$1,171
Conferences and Meetings-$260-$260
Total Functional Expenses$341,392$39,204$9,765$390,361

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$390,361
Total Expenses per Audited Statements$390,361
Total Expenses per Form 990$390,361
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Homes IncFort Wayne, IN501(c)(3)Support$341,392
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,997
Fundraising Direct Expenses$35,954
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bargain Bonanza$94,596$73,997$35,954$38,043
Total Events$94,596$73,997$35,954$38,043
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuity Liability$1,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Lutheran homes inc. Is the sole member of lhi foundation inc.”

Form 990, Part VI, Section A, Line 7A

“The sole member of lhi foundation inc. Has the ability to select, elect, and remove persons serving on the board of directors.”

Form 990, Part VI, Section A, Line 7B

“The sole member of lhi foundation inc. Must approve any changes to the bylaws of the foundation and must approve select other decisions that are outlined in the bylaws.”

Form 990, Part VI, Section B, Line 11A

“The form 990 and related schedules are reviewed in detail by the cfo and ceo of lutheran homes inc., a related organization, and by an independent cpa firm. The form 990 is also provided to the board of directors before submission to the irs.”

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

“An annual conflict of interest questionnaire is provided to officers, directors, key employees and other interested persons. The responses to the questionnaires are reviewed by management and the board of directors is advised of any concerns. Any conflicts disclosed are dealt with at the board's discretion which includes recusal from voting on matters related to the conflict.”

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

“Executive compensation is reviewed annually by the compensation committee of the board of directors. An independent consultant used a compensation survey/study to determine compensation. The board does the final review.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and the consolidated financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lhi Foundation Inc
EIN
27-2228658
In Care Of
% DONNA SCANLON
Phone
2604471591
Address
6701 S ANTHONY BLVD, FORT WAYNE, IN 46816

Signing Officer

Name
Donna Scanlon
Title
CFO
Phone
2604471591
Signed
2015-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Kiefer
Formed
2008
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
250

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Joyce A Dulworth
Phone
2604604000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“The organization has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs and other items supported by its endowment while seeking to maintain the purchasing power of the endowment.”

Schedule D, Part X, Line 2

“Asc 740 management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,962,312
Liabilities
$1,700
Net assets
$9,960,612
Revenue
$957,721
Expenses
$390,361
Net income
$567,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.53$10.5$10.0
2015Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.96$0.39$0.57
2014Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.78$0.76$0.51$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.80$0.00$8.79$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$0.00$6.35$0.52