Civic Intelligence

Lutheran Housing Services 9 Inc

EIN 34-1801635 • 501(c)3 • Toledo, OH

Profile

Provides housing units, management and development services, and oversees 80 independent living units for the elderly.

2021 North Mccord RoadToledo, OH 43615

www.genacrosslutheranservices.org

Siviq Scores

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

Liabilities / Assets

98th percentile

2.08x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

29.28x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-76%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-4.4%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

31st percentile

-2.3%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$4,325,906

Down $309,460 (-6.7%) from 2023

Liabilities

Down

$8,991,852

Down $76,059 (-0.8%) from 2023

Net Assets

Down

-$4,665,946

Down $233,401 (-5.3%) from 2023

Operations
Liabilities / Revenue100th percentileNet Margin4th percentile

Revenue

Down

$307,104

Down $392,297 (-56%) from 2023

Expenses

Down

$540,445

Down $28,749 (-5.1%) from 2023

Net Income

Down

-$233,341

Down $363,548 (-279%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $7,874,836Liabilities 2010: $10,630,044Net Assets 2010: -$2,755,2082010Assets 2011: $7,518,787Liabilities 2011: $10,151,354Net Assets 2011: -$2,632,5672011Assets 2012: $7,134,255Liabilities 2012: $9,583,110Net Assets 2012: -$2,448,8552012Assets 2013: $6,816,127Liabilities 2013: $11,413,756Net Assets 2013: -$4,597,6292013Assets 2015: $6,131,060Liabilities 2015: $10,020,428Net Assets 2015: -$3,889,3682015Assets 2017: $5,801,473Liabilities 2017: $9,369,843Net Assets 2017: -$3,568,3702017Assets 2018: $5,639,543Liabilities 2018: $9,239,713Net Assets 2018: -$3,600,1702018Assets 2019: $5,434,689Liabilities 2019: $9,019,652Net Assets 2019: -$3,584,9632019Assets 2020: $5,260,474Liabilities 2020: $8,978,586Net Assets 2020: -$3,718,1122020Assets 2021: $5,013,181Liabilities 2021: $8,955,344Net Assets 2021: -$3,942,1632021Assets 2022: $4,734,146Liabilities 2022: $9,296,898Net Assets 2022: -$4,562,7522022Assets 2023: $4,635,366Liabilities 2023: $9,067,911Net Assets 2023: -$4,432,5452023Assets 2024: $4,325,906Liabilities 2024: $8,991,852Net Assets 2024: -$4,665,9462024

Highlighted filing

2024

Assets$4,325,906
Liabilities$8,991,852
Net Assets-$4,665,946
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $745,5322010Expenses 2011: $702,0622011Expenses 2012: $449,1412012Revenue 2013: $741,622Expenses 2013: $527,809Net Income 2013: $213,8132013Revenue 2015: $1,067,436Expenses 2015: $566,977Net Income 2015: $500,4592015Revenue 2017: $572,964Expenses 2017: $501,577Net Income 2017: $71,3872017Revenue 2018: $435,039Expenses 2018: $466,911Net Income 2018: -$31,8722018Revenue 2019: $511,482Expenses 2019: $496,325Net Income 2019: $15,1572019Revenue 2020: $389,980Expenses 2020: $523,239Net Income 2020: -$133,2592020Revenue 2021: $262,491Expenses 2021: $486,567Net Income 2021: -$224,0762021Revenue 2022: $321,421Expenses 2022: $942,110Net Income 2022: -$620,6892022Revenue 2023: $699,401Expenses 2023: $569,194Net Income 2023: $130,2072023Revenue 2024: $307,104Expenses 2024: $540,445Net Income 2024: -$233,3412024

Highlighted filing

2024

Revenue$307,104
Expenses$540,445
Net Income-$233,341
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,325,906
Liabilities
$8,991,852
Net assets
-$4,665,946
Revenue
$307,104
Expenses
$540,445
Net income
-$233,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$8.99$4.67$0.31$0.54$0.23
2023Detailed filing. Detailed filing data is available for this year.$4.64$9.07$4.43$0.70$0.57$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.73$9.30$4.56$0.32$0.94$0.62
2021Detailed filing. Detailed filing data is available for this year.$5.01$8.96$3.94$0.26$0.49$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.26$8.98$3.72$0.39$0.52$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.43$9.02$3.58$0.51$0.50$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.64$9.24$3.60$0.44$0.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.80$9.37$3.57$0.57$0.50$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.13$10.0$3.89$1.07$0.57$0.50
2013Detailed filing. Detailed filing data is available for this year.$6.82$11.4$4.60$0.74$0.53$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$9.58$2.45$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$10.2$2.63$0.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$10.6$2.76$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 9, 2025
Return Version
2024v5.0
Gross Receipts
$323,580
Mission and Program Overview

Mission

Provides housing units, management and development services, and oversees 80 independent living units for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,414,532$4,244,628▼ $169,904
Cash and Non-Interest-Bearing Accounts$173,349$50,534▼ $122,815
Savings and Temporary Cash Investments$35,958$14,262▼ $21,696
Total Assets$4,635,366$4,325,906▼ $309,460
Other Assets Total$11,527$16,482▲ $4,955
Liabilities
Other Liabilities$8,625,828$8,475,070▼ $150,758
Mortgage Notes Payable Secured by Investment Property-$356,312-
Accounts Payable and Accrued Expenses$442,083$160,470▼ $281,613
Total Liabilities$9,067,911$8,991,852▼ $76,059
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,495$3,360▼ $135
Net Assets Without Donor Restrictions$-4,436,040$-4,669,306▼ $233,266
Total Net Assets Fund Balance$-4,432,545$-4,665,946▼ $233,401
Total Liabilities and Net Assets / Fund Balance$4,635,366$4,325,906▼ $309,460

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,309,886$7,530,422$10,840,308
Other Land Buildings$284,961$676,386$961,347
Land$583,632-$583,632
Equipment$66,149$487,202$553,351
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
William R MarshallPresident/ce$421,367$421,367
Lorinda SchalkTreasurer/cf$290,819$290,819

Board Members and Trustees

NameTitle
Lee WunschelChair
William R MarshallPresident/CEO
Paul SiebenVice-chair
Ann MarshallDirector
Jeff DempseyDirector
Jonathon RuscheDirector
Kevin RaheDirector
Maria CookDirector
Mark SnyderDirector
Stephen BoweDirector
Steve BauerleDirector
Melissa WarnerSecretary
Lorinda SchalkTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$135
Program Service Revenue
$314,418
Investment Income
$-16,473
Other Revenue
$9,024
Change in Net Assets
$-233,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$540,310
Grants and Similar Amounts Paid$135
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$273,064$657-$273,721
Occupancy$126,984$4,569-$131,553
Fees for Services Legal-$57,765-$57,765
Insurance-$21,244-$21,244
Office Expenses-$8,251-$8,251
Fees for Services Other-$2,975-$2,975
Interest-$1,515-$1,515
Advertising-$1,134-$1,134
Other Expenses-$250-$250
Grants to Domestic Orgs$135--$135
Travel-$68-$68
Total Functional Expenses$400,183$140,262$0$540,445
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Life Leases$7,239,681
A/p - Related Parties$1,235,389
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 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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“This organization is managed by lutheran homes society, inc.”

Form 990, Page 6, Part VI, Line 7A

“The governing body is elected by the board of lutheran homes society, inc.”

Form 990, Page 6, Part VI, Line 11B

“The treasurer of the board does a thorough review of the 990s. Due to the excessive number (17) of 990s filed and prepared by the managing company (lutheran homes society, inc.), once the 990s are completed, they are posted to an internal website for review by board members. After a one week review and comment period, they are filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

“The conflicts policy is monitored through the accounts payable process and the internal audit process.”

Form 990, Page 6, Part VI, Line 15A

“There are no top management officials at this corporation. The top management officials are employed by lutheran homes society, inc.”

Form 990, Page 6, Part VI, Line 15B

“There are no officers or key employees compensation at this organization. Key employees are paid through the managing organization, lutheran homes society, inc. Salaries are determined by the management of lutheran homes society, inc.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policies and financial statements are all made available upon request.”

Filing and Contact Details

Filer

Filer Name
Lutheran Housing Services 9 Inc
EIN
34-1801635
Phone
4198614990
Address
2021 NORTH MCCORD ROAD, TOLEDO, OH 43615

Signing Officer

Name
Lorinda Schalk
Title
Treasurer/CFO
Phone
4198614990
Signed
2025-11-09

Organization Details

Principal Officer
William R Marshall
Formed
1995
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
11
Employees
0
Volunteers
15
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provides funds for resident activities.”

Form 990, Part XI, Line 9

“Change in interest in lhs foundation -60”

Financial Statement Notes

Schedule D, Page 3, Part X

“Federal income taxes - no provision for income taxes has been included in the financial statements since the organization is exempt from such taxes under section 501(c)(3) of the internal revenue code.”

Raw XML AppendixShowing 400 of 549 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0442083
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0160470
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01134
IRS990/AdvertisingGrp/TotalAmt01134
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LORINDA SCHALK
IRS990/BooksInCareOfDetail/PhoneNum04198614906
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02021 NORTH MCCORD
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOLEDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043615
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0173349
IRS990/CashNonInterestBearingGrp/EOYAmt050534
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0135
IRS990/CYGrantsAndSimilarPaidAmt0135
IRS990/CYInvestmentIncomeAmt0-16473
IRS990/CYOtherExpensesAmt0540310
IRS990/CYOtherRevenueAmt09024
IRS990/CYProgramServiceRevenueAmt0314418
IRS990/CYRevenuesLessExpensesAmt0-233341
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0540445
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0307104
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0657
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0273064
IRS990/DepreciationDepletionGrp/TotalAmt0273721
IRS990/Desc0PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY PER OUR MISSION STATEMENT AS FOLLOWS: INSPIRED BY THE CHRISTIAN FAITH, WE EMBRACE INDIVIDUALS AND FAMILIES WITH COMPASSIONATE CARE AND SERVICES THROUGHOUT LIFE'S JOURNEY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03495
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03360
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0400048
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt057765
IRS990/FeesForServicesLegalGrp/TotalAmt057765
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02975
IRS990/FeesForServicesOtherGrp/TotalAmt02975
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt054426
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt149142
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM R MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm1LORINDA SCHALK
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE BAUERLE
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN BOWE
IRS990/Form990PartVIISectionAGrp/PersonNm4MARIA COOK
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF DEMPSEY
IRS990/Form990PartVIISectionAGrp/PersonNm6ANN MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN RAHE
IRS990/Form990PartVIISectionAGrp/PersonNm8JONATHON RUSCHE
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL SIEBEN
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm11MELISSA WARNER
IRS990/Form990PartVIISectionAGrp/PersonNm12LEE WUNSCHEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0366941
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1241677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/CF
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-16476
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0135
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0135
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0323580
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt021244
IRS990/InsuranceGrp/TotalAmt021244
IRS990/InterestGrp/ManagementAndGeneralAmt01515
IRS990/InterestGrp/TotalAmt01515
IRS990/InvestmentIncomeGrp/ExclusionAmt03
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08694010
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04414532
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04244628
IRS990/LandBldgEquipCostOrOtherBssAmt012938638
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt016476
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0356312
IRS990/NetAssetsOrFundBalancesBOYAmt0-4432545
IRS990/NetAssetsOrFundBalancesEOYAmt0-4665946
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16476
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16476
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-4436040
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-4669306
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04569
IRS990/OccupancyGrp/ProgramServicesAmt0126984
IRS990/OccupancyGrp/TotalAmt0131553
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08251
IRS990/OfficeExpensesGrp/TotalAmt08251
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011527
IRS990/OtherAssetsTotalGrp/EOYAmt016482
IRS990/OtherChangesInNetAssetsAmt0-60
IRS990/OtherExpensesGrp/Desc0ALLOCATED SALARIES/WAGES
IRS990/OtherExpensesGrp/Desc1ALLOCATED PR TAX/BENEFITS
IRS990/OtherExpensesGrp/Desc2MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027885
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17949
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3250
IRS990/OtherExpensesGrp/TotalAmt027885
IRS990/OtherExpensesGrp/TotalAmt17949
IRS990/OtherExpensesGrp/TotalAmt26000
IRS990/OtherExpensesGrp/TotalAmt3250
IRS990/OtherLiabilitiesGrp/BOYAmt08625828
IRS990/OtherLiabilitiesGrp/EOYAmt08475070
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09024
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09024
IRS990/OtherRevenueTotalAmt09024
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM R MARSHALL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531311
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT - SUBLEASED UNITS
IRS990/ProgramServiceRevenueGrp/Desc1LIFE LEASE AND RELATED INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0202818
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1111600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0202818
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1111600
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDES FUNDS FOR RESIDENT ACTIVITIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0135
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0135
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02380
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-5453
IRS990/PYOtherExpensesAmt0569194
IRS990/PYOtherRevenueAmt033357
IRS990/PYProgramServiceRevenueAmt0669117
IRS990/PYRevenuesLessExpensesAmt0130207
IRS990/PYTotalExpensesAmt0569194
IRS990/PYTotalRevenueAmt0699401
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-233341
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0135
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0314418
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035958
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014262
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INSURANCE PROCEEDS (2020) 6,050 INSURANCE PROCEEDS (2022) 22,833
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt081631
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0323442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0702474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0-111037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0264560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0303332
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01482771
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt093
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt022833
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06050
IRS990ScheduleA/OtherIncome509Grp/TotalAmt028883
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98190
IRS990ScheduleA/PublicSupportPY509Pct00.98380
IRS990ScheduleA/PublicSupportTotal509Amt01567968
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0323577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0704854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0-109986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0264560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0384963
IRS990ScheduleA/Total509Grp/TotalAmt01567968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0323580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0704861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0-87133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0264592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0391044
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01596944
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03309886
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07530422
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010840308
IRS990ScheduleD/EquipmentGrp/BookValueAmt066149
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0487202
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0553351
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0583632
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0583632
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0284961
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0676386
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0961347
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07239681
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11235389
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE LEASES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1A/P - RELATED PARTIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FEDERAL INCOME TAXES - NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS SINCE THE ORGANIZATION IS EXEMPT FROM SUCH TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04244628
IRS990ScheduleD/TotalLiabilityAmt08475070
IRS990ScheduleJ/AnyNonFixedPaymentsInd0true
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0366545
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1241539
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt030500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt130500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023926
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118642
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0396
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1138
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM R MARSHALL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1LORINDA SCHALK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER/CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0421367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1290819
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0WILLIAM R. MARSHALL 0 30,151 0 LORINDA SCHALK 0 19,747 0
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE CEO RECEIVES A CONTRIBUTION OF UP TO 10% OF HIS GROSS WAGES TO THE DEFERRED COMPENSATION PLAN IF THE RELATED PARENT ORGANIZATION MEETS CERTAIN BENCHMARKS ESTABLISHED BY THE BOARD OF DIRECTORS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE J, PAGE 1, PART I, LINE 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDES FUNDS FOR RESIDENT ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION IS MANAGED BY LUTHERAN HOMES SOCIETY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY IS ELECTED BY THE BOARD OF LUTHERAN HOMES SOCIETY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER OF THE BOARD DOES A THOROUGH REVIEW OF THE 990S. DUE TO THE EXCESSIVE NUMBER (17) OF 990S FILED AND PREPARED BY THE MANAGING COMPANY (LUTHERAN HOMES SOCIETY, INC.), ONCE THE 990S ARE COMPLETED, THEY ARE POSTED TO AN INTERNAL WEBSITE FOR REVIEW BY BOARD MEMBERS. AFTER A ONE WEEK REVIEW AND COMMENT PERIOD, THEY ARE FILED WITH THE IRS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.