Civic Intelligence

Graceworks Lutheran Services Health Benefit Trust

990 • Fiscal year 2024 • EIN 31-1273785

Oct 01, 2023 to Sep 30, 2024 • Filed on Dec 04, 2024

Organization ProfileN/A
6430 Inner Mission WayDayton, OH 45459

(937) 436-6865

Siviq Scores

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

Liabilities / Assets

81st percentile

0.29x

Higher debt load relative to assets than 81% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.08x

Higher debt load relative to revenue than 65% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$412,755

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

91st percentile

39%

Faster asset growth than 91% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-19%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,048,258

Up $572,610 (+39%) from 2023

Net Assets

Up

$1,449,931

Up $1,111,318 (+328%) from 2023

Liabilities

Down

$598,327

Down $538,708 (-47%) from 2023

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin70th percentile

Revenue

Down

$7,427,846

Down $1,789,821 (-19%) from 2023

Expenses

Down

$6,316,528

Down $3,479,513 (-36%) from 2023

Net Income

Up

$1,111,318

Up $1,689,692 (+292%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$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

2024

Assets$2,048,258
Liabilities$598,327
Net Assets$1,449,931
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$7,427,846
Expenses$6,316,528
Net Income$1,111,318
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Dec 4, 2024
Return Version
2023v5.1
Gross Receipts
$7,427,846
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,472,894$2,040,940▲ $568,046
Cap Stk Tr Prin Current Funds$338,613$1,449,931▲ $1,111,318
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,475,648$2,048,258▲ $572,610
Other Assets Total$2,754$7,318▲ $4,564
Liabilities
Accounts Payable and Accrued Expenses$1,137,035$598,327▼ $538,708
Total Liabilities$1,137,035$598,327▼ $538,708
Net Assets / Fund Balance
Total Net Assets Fund Balance$338,613$1,449,931▲ $1,111,318
Total Liabilities and Net Assets / Fund Balance$1,475,648$2,048,258▲ $572,610
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
$7,356,696
Investment Income
$71,150
Other Revenue
$0
Change in Net Assets
$1,111,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,506
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---$6,314,022
Other Expenses---$2,506
Total Functional Expenses$0$0$0$6,316,528
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section A, Line 8A

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

Form 990, Part VI, Section A, Line 8B

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

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

“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, Section C, Line 19

“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
EIN
31-1273785
Phone
9374366865
Address
6430 INNER MISSION WAY, DAYTON, OH 45459

Signing Officer

Name
Robert a Reichard
Title
Trustee
Phone
9374366865
Signed
2024-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy a Budi
Formed
1989
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
6 S PATTERSON BLVD, DAYTON, OH 45402
Preparer
Karen O Crim
Phone
9372980201
Raw XML Appendix343 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/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION 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/ExplanationTxt1NON-QUALIFIED DEFERRED COMPENSATION PLAN, SECTION 457(B): JUDY A. BUDI, EMPLOYEE CONTRIBUTION - $2,500, EMPLOYER CONTRIBUTION - $2,400
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
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, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SchoolOperatingInd00
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IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-04
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ReturnHeader/ReturnTs02024-12-06T14:58:53-06:00
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ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,048,258
Liabilities
$598,327
Net assets
$1,449,931
Revenue
$7,427,846
Expenses
$6,316,528
Net income
$1,111,318
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
2024Detailed filing. Detailed filing data is available for this year.$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