Civic Intelligence

Lutheran Homes Inc.

990 • Fiscal year 2011 • EIN 35-0885590

Sep 01, 2010 to Aug 31, 2011 • Filed on Jul 16, 2011

6701 S Anthony Blvd46816
Siviq Scores

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

Liabilities / Assets

75th percentile

0.60x

Higher debt load relative to assets than 75% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

40th percentile

-0.1%

Faster asset growth than 40% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$18,008,700

Down $19,210 (-0.1%) from 2010

Net Assets

Down

$7,198,699

Down $1,432,197 (-17%) from 2010

Liabilities

Up

$10,810,001

Up $1,412,987 (+15%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$21,585,688

Up $85,533 (+0.4%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $18,027,910Liabilities 2010: $9,397,014Net Assets 2010: $8,630,8962010Assets 2011: $18,008,700Liabilities 2011: $10,810,001Net Assets 2011: $7,198,6992011Assets 2012: $24,641,487Liabilities 2012: $20,475,465Net Assets 2012: $4,166,0222012Assets 2013: $25,589,871Liabilities 2013: $21,587,517Net Assets 2013: $4,002,3542013Assets 2014: $27,615,328Liabilities 2014: $24,585,212Net Assets 2014: $3,030,1162014Assets 2015: $28,016,154Liabilities 2015: $24,137,965Net Assets 2015: $3,878,1892015Assets 2017: $38,835,136Liabilities 2017: $23,559,230Net Assets 2017: $15,275,9062017Assets 2018: $36,050,673Liabilities 2018: $21,769,632Net Assets 2018: $14,281,0412018Assets 2019: $45,681,379Liabilities 2019: $28,659,453Net Assets 2019: $17,021,9262019Assets 2020: $58,928,684Liabilities 2020: $39,544,961Net Assets 2020: $19,383,7232020Assets 2021: $61,061,293Liabilities 2021: $37,059,854Net Assets 2021: $24,001,4392021Assets 2022: $60,349,482Liabilities 2022: $38,746,109Net Assets 2022: $21,603,3732022Assets 2023: $86,511,368Liabilities 2023: $54,642,365Net Assets 2023: $31,869,0032023Assets 2024: $85,923,989Liabilities 2024: $53,035,333Net Assets 2024: $32,888,6562024

Highlighted filing

2011

Assets$18,008,700
Liabilities$10,810,001
Net Assets$7,198,699

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $21,500,1552010Expenses 2011: $21,585,6882011Expenses 2012: $20,529,7932012Expenses 2013: $9,657,9532013Revenue 2014: $11,209,183Expenses 2014: $12,181,421Net Income 2014: -$972,2382014Revenue 2015: $13,315,278Expenses 2015: $12,467,205Net Income 2015: $848,0732015Revenue 2017: $9,725,395Expenses 2017: $10,142,392Net Income 2017: -$416,9972017Revenue 2018: $9,933,481Expenses 2018: $9,726,893Net Income 2018: $206,5882018Revenue 2019: $35,671,153Expenses 2019: $34,153,793Net Income 2019: $1,517,3602019Revenue 2020: $39,157,951Expenses 2020: $37,304,373Net Income 2020: $1,853,5782020Revenue 2021: $41,686,678Expenses 2021: $37,497,444Net Income 2021: $4,189,2342021Revenue 2022: $39,194,457Expenses 2022: $39,505,005Net Income 2022: -$310,5482022Revenue 2023: $53,241,379Expenses 2023: $43,824,048Net Income 2023: $9,417,3312023Revenue 2024: $48,745,491Expenses 2024: $48,235,544Net Income 2024: $509,9472024

Highlighted filing

2011

Revenue-
Expenses$21,585,688
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
Jul 16, 2011
Return Version
2010v3.7
Gross Receipts
$20,826,725
Mission and Program Overview

Mission

For over 80 years, lutheran life villages has been serving individuals and their caregivers with compassion and respect for independence, wellness, and spiritual life. At lutheran life villages, we pride ourselves on creating a place where people want to live, professionals want to work, and family and community members want to visit. We offer a full range of living options, from independent living and assisted living to skilled nursing, with locations in kendallville and fort wayne, indiana.

Major Activities

Activity 2
Lutheran life villages sponsors the foster grandparents program, part of senior corp and the corporation for national and community service. Adults 55 and older share their experience and compassion. Each foster grandparent is a role model, mentor, and a friend. Serving at one of many local organizations - including faith-based groups, head start centers, schools, and other youth facilities - grandparents help children learn to read, provide one-on-one tutoring, and guide children at a critical time in their lives.
Activity 3
Innovative, inter-generational programming distinguishes lutheran life villages from other retirement-living providers and plays a key role in the wellness strategy. The on-site children's village early learning centers and the volunteer opportunities provided by the centers have been enriching the lives of residents for years.
Filing and Contact Details

Filer

EIN
35-0885590
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IRS990/Activity2/Description0LUTHERAN LIFE VILLAGES SPONSORS THE FOSTER GRANDPARENTS PROGRAM, PART OF SENIOR CORP AND THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE. ADULTS 55 AND OLDER SHARE THEIR EXPERIENCE AND COMPASSION. EACH FOSTER GRANDPARENT IS A ROLE MODEL, MENTOR, AND A FRIEND. SERVING AT ONE OF MANY LOCAL ORGANIZATIONS - INCLUDING FAITH-BASED GROUPS, HEAD START CENTERS, SCHOOLS, AND OTHER YOUTH FACILITIES - GRANDPARENTS HELP CHILDREN LEARN TO READ, PROVIDE ONE-ON-ONE TUTORING, AND GUIDE CHILDREN AT A CRITICAL TIME IN THEIR LIVES.
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IRS990/ContractorCompensation/NameOfContractor/NamePerson1THE NICHOLS COMPANY
IRS990/ContractorCompensation/NameOfContractor/NamePerson2MARTIN RILEY
IRS990/ContractorCompensation/NameOfContractor/NamePerson3SHAMBAUGH SON
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IRS990/MissionDescription0FOR OVER 75 YEARS, LUTHERAN LIFE VILLAGES HAS BEEN SERVING INDIVIDUALS AND THEIR CARE GIVERS WITH COMPASSION AND RESPECT FOR INDEPENDENCE, WELLNESS, AND SPIRITUAL LIFE. AT LUTHERAN LIFE VILLAGES, WE PRIDE OURSELVES ON CREATING A PLACE WHERE PEOPLE WANT TO LIVE, PROFESSIONALS WANT TO WORK, AND FAMILY AND COMMUNITY MEMBERS WANT TO VISIT. WE OFFER A FULL RANGE OF LIVING OPTIONS, FROM INDEPENDENT LIVING AND ASSISTED LIVING TO SKILLED NURSING, WITH LOCATIONS IN KENDALLVILLE AND FORT WAYNE, INDIANA.
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IRS990/OtherExpenses/ProgramServices4741851
IRS990/OtherExpenses/Total0250621
IRS990/OtherExpenses/Total194331
IRS990/OtherExpenses/Total2305461
IRS990/OtherExpenses/Total31187802
IRS990/OtherExpenses/Total4741851
IRS990/OtherLiabilities/BOY01986867
IRS990/OtherLiabilities/EOY01705615
IRS990/OtherRevenueCurrentYear018950
IRS990/OtherRevenuePriorYear020993
IRS990/OtherSalariesAndWages/ManagementAndGeneral0722081
IRS990/OtherSalariesAndWages/ProgramServices09294250
IRS990/OtherSalariesAndWages/Total010016331
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/ManagementAndGeneral078726
IRS990/PayrollTaxes/ProgramServices0742646
IRS990/PayrollTaxes/Total0821372
IRS990/PensionPlanContributions/ManagementAndGeneral038937
IRS990/PensionPlanContributions/ProgramServices0177913
IRS990/PensionPlanContributions/Total0216850
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY0265815
IRS990/PrepaidExpensesDeferredCharges/EOY0338440
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0621610
IRS990/ProgramServiceRevenue/BusinessCode1621610
IRS990/ProgramServiceRevenue/BusinessCode2621610
IRS990/ProgramServiceRevenueCY020585662
IRS990/ProgramServiceRevenue/Description0RESIDENT SERVICES - PRIVATE PAY
IRS990/ProgramServiceRevenue/Description1FOSTER GRANDPARENT PROGRAM
IRS990/ProgramServiceRevenue/Description2MEDICARE/MEDICAID PAYMENTS
IRS990/ProgramServiceRevenuePriorYear020652242
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome05702802
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1396618
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome214486242
IRS990/ProgramServiceRevenue/TotalRevenueColumn05702802
IRS990/ProgramServiceRevenue/TotalRevenueColumn1396618
IRS990/ProgramServiceRevenue/TotalRevenueColumn214486242
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0true
IRS990/QuidProQuoDisclosure0true
IRS990/ReconcilationOtherChanges0-670000
IRS990/ReconcilationRevenueExpenses0-762197
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrganizations0159061
IRS990/RelatedOrgControlledEntity0true
IRS990/RentalIncomeOrLoss/Real018950
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/Revenue019792426
IRS990/RevenuesLessExpensesCY0-762197
IRS990/RevenuesLessExpensesPriorYear0-412586
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear012804725
IRS990/SalariesEtcPriorYear012664011
IRS990/SavingsAndTempCashInvestments/BOY01536519
IRS990/SavingsAndTempCashInvestments/EOY0374464
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus2Years0150000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years0350000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years0650000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total01150000
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear0210494
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0393981

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$85.9$53.0$32.9$48.7$48.2$0.51
2023Detailed filing. Detailed filing data is available for this year.$86.5$54.6$31.9$53.2$43.8$9.42
2022Detailed filing. Detailed filing data is available for this year.$60.3$38.7$21.6$39.2$39.5$0.31
2021Detailed filing. Detailed filing data is available for this year.$61.1$37.1$24.0$41.7$37.5$4.19
2020Detailed filing. Detailed filing data is available for this year.$58.9$39.5$19.4$39.2$37.3$1.85
2019Detailed filing. Detailed filing data is available for this year.$45.7$28.7$17.0$35.7$34.2$1.52
2018Detailed filing. Detailed filing data is available for this year.$36.1$21.8$14.3$9.93$9.73$0.21
2017Detailed filing. Detailed filing data is available for this year.$38.8$23.6$15.3$9.73$10.1$0.42
2015Detailed filing. Detailed filing data is available for this year.$28.0$24.1$3.88$13.3$12.5$0.85
2014Detailed filing. Detailed filing data is available for this year.$27.6$24.6$3.03$11.2$12.2$0.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$21.6$4.00$9.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$20.5$4.17$20.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$10.8$7.20$21.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$9.40$8.63$21.5