Civic Intelligence

Graceworks Lutheran Services Health

EIN 31-1273785 • 501(c)9 • Dayton, OH

Profile

To pay member's life, sick, accident, or other benefits.

6430 Inner Mission WayDayton, OH 45459

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.48x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.11x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

26th percentile

-4.5%

Higher net margin than 26% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$425,476

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$1,997,929

Down $50,329 (-2.5%) from 2024

Liabilities

Up

$964,067

Up $365,740 (+61%) from 2024

Net Assets

Down

$1,033,862

Down $416,069 (-29%) from 2024

Operations
Liabilities / Revenue73rd percentileNet Margin26th percentile

Revenue

Up

$9,170,703

Up $1,742,857 (+23%) from 2024

Expenses

Up

$9,586,772

Up $3,270,244 (+52%) from 2024

Net Income

Down

-$416,069

Down $1,527,387 (-137%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,348,142Liabilities 2010: $231,802Net Assets 2010: $1,116,3402010Assets 2011: $1,100,253Liabilities 2011: $220,790Net Assets 2011: $879,4632011Assets 2012: $1,200,166Liabilities 2012: $235,809Net Assets 2012: $964,3572012Assets 2013: $1,008,437Liabilities 2013: $282,889Net Assets 2013: $725,5482013Assets 2014: $894,038Liabilities 2014: $425,008Net Assets 2014: $469,0302014Assets 2015: $895,208Liabilities 2015: $195,627Net Assets 2015: $699,5812015Assets 2016: $1,094,083Liabilities 2016: $359,514Net Assets 2016: $734,5692016Assets 2017: $1,611,905Liabilities 2017: $577,400Net Assets 2017: $1,034,5052017Assets 2018: $817,046Liabilities 2018: $282,124Net Assets 2018: $534,9222018Assets 2019: $887,248Liabilities 2019: $253,879Net Assets 2019: $633,3692019Assets 2020: $988,236Liabilities 2020: $414,547Net Assets 2020: $573,6892020Assets 2021: $911,579Liabilities 2021: $1,091,916Net Assets 2021: -$180,3372021Assets 2022: $1,574,267Liabilities 2022: $657,280Net Assets 2022: $916,9872022Assets 2023: $1,475,648Liabilities 2023: $1,137,035Net Assets 2023: $338,6132023Assets 2024: $2,048,258Liabilities 2024: $598,327Net Assets 2024: $1,449,9312024Assets 2025: $1,997,929Liabilities 2025: $964,067Net Assets 2025: $1,033,8622025

Highlighted filing

2025

Assets$1,997,929
Liabilities$964,067
Net Assets$1,033,862
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,151,5412010Expenses 2011: $3,668,2682011Expenses 2012: $3,669,1642012Expenses 2013: $4,181,4882013Revenue 2014: $4,739,975Expenses 2014: $4,996,493Net Income 2014: -$256,5182014Revenue 2015: $5,676,142Expenses 2015: $5,445,591Net Income 2015: $230,5512015Revenue 2016: $5,210,564Expenses 2016: $5,175,576Net Income 2016: $34,9882016Revenue 2017: $5,110,095Expenses 2017: $4,809,512Net Income 2017: $300,5832017Revenue 2018: $4,506,461Expenses 2018: $5,006,681Net Income 2018: -$500,2202018Revenue 2019: $5,245,210Expenses 2019: $5,147,620Net Income 2019: $97,5902019Revenue 2020: $5,847,166Expenses 2020: $5,906,158Net Income 2020: -$58,9922020Revenue 2021: $7,663,204Expenses 2021: $8,417,054Net Income 2021: -$753,8502021Revenue 2022: $7,348,860Expenses 2022: $6,251,536Net Income 2022: $1,097,3242022Revenue 2023: $9,217,667Expenses 2023: $9,796,041Net Income 2023: -$578,3742023Revenue 2024: $7,427,846Expenses 2024: $6,316,528Net Income 2024: $1,111,3182024Revenue 2025: $9,170,703Expenses 2025: $9,586,772Net Income 2025: -$416,0692025

Highlighted filing

2025

Revenue$9,170,703
Expenses$9,586,772
Net Income-$416,069
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,997,929
Liabilities
$964,067
Net assets
$1,033,862
Revenue
$9,170,703
Expenses
$9,586,772
Net income
-$416,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.00$0.96$1.03$9.17$9.59$0.42
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.60$1.45$7.43$6.32$1.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$1.14$0.34$9.22$9.80$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.66$0.92$7.35$6.25$1.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$1.09$0.18$7.66$8.42$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.41$0.57$5.85$5.91$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.25$0.63$5.25$5.15$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.28$0.53$4.51$5.01$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.58$1.03$5.11$4.81$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.36$0.73$5.21$5.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.20$0.70$5.68$5.45$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.43$0.47$4.74$5.00$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.28$0.73$4.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.24$0.96$3.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.22$0.88$3.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.23$1.12$3.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 30, 2026
Return Version
2024v5.1
Gross Receipts
$9,170,703
Mission and Program Overview

Mission

To pay members' life, sick, accident, or other benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,040,940$1,994,485▼ $46,455
Cap Stk Tr Prin Current Funds$1,449,931$1,033,862▼ $416,069
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $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$2,048,258$1,997,929▼ $50,329
Other Assets Total$7,318$3,444▼ $3,874
Liabilities
Accounts Payable and Accrued Expenses$598,327$964,067▲ $365,740
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$598,327$964,067▲ $365,740
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,449,931$1,033,862▼ $416,069
Total Liabilities and Net Assets / Fund Balance$2,048,258$1,997,929▼ $50,329
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Dawn L BarhorstTrustee
Judy a BudiTrustee
Robert a ReichardTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,119,833
Investment Income
$50,870
Other Revenue
$0
Change in Net Assets
$-416,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,583,785
Other Expenses---$2,987
Total Functional Expenses$0$0$0$9,586,772
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

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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
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, Part VI, Line 8A Documentation of meetings held by governing body

“The organization does not hold meetings of the governing body and therefore it has not documented such meetings.”

Form 990, Part VI, Line 8B Documentation of meetings held by committees of governing body

“The organization does not hold meetings of the governing body and therefore it has not documented such meetings.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The form 990 is provided to each voting member of the governing body of the organization prior to the time of filing form 990. Each voting member is given the opportunity to review and comment on the form.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization's form 990 is available for public inspection upon request, as set forth in the internal revenue code section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Graceworks Lutheran Services Health Benefit Trust
EIN
31-1273785
Phone
9374366865
Address
6430 INNER MISSION WAY, DAYTON, OH 45459

Signing Officer

Name
Judy a Budi
Title
Trustee
Signed
2026-01-30
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
250 SOUTH HIGH ST SUITE 100, COLUMBUS, OH 43215
Preparer
Amy Ciminello CPA
Phone
6148493000
Raw XML AppendixShowing 400 of 416 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.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1198455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2190846
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT A REICHARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DAWN L BARHORST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0NON-QUALIFIED DEFERRED COMPENSATION PLAN, SECTION 457(B): JUDY A. BUDI, EMPLOYEE CONTRIBUTION - $2,195, EMPLOYER CONTRIBUTION -$2,169
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS PAID BY GRACEWORKS LUTHERAN SERVICES, A RELATED ORGANIZATION, AND IS DETERMINED USING THE FOLLOWING METHODS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2All compensation reported for trustees is paid by a related organization and is not connected to their service as trustees of this organization. Their compensation relates solely to their officer positions within the related organization.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule J, Part I, Line 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule J, Part II
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HOLD MEETINGS OF THE GOVERNING BODY AND THEREFORE IT HAS NOT DOCUMENTED SUCH MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HOLD MEETINGS OF THE GOVERNING BODY AND THEREFORE IT HAS NOT DOCUMENTED SUCH MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION PRIOR TO THE TIME OF FILING FORM 990. EACH VOTING MEMBER IS GIVEN THE OPPORTUNITY TO REVIEW AND COMMENT ON THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST, AS SET FORTH IN THE INTERNAL REVENUE CODE SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8a Documentation of meetings held by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19 Required documents available to the public
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310540159
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HELP PEOPLE EXPERIENCE DIGNITY & WHOLENESS IN RELATIONSHIP WITH GOD.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY A BUDI
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
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