Civic Intelligence

Lutheran Homes Inc Workers Compensation Trust

EIN 35-1871504 • 501(c)3 • Fort Wayne, IN

Profile

The primary exempt purpose of the organization is to fund worker's compensation claims of the employees of lutheran life villages.

6701 South Anthony BoulevardFort Wayne, IN 46816-2035

www.lutheranlifevillages.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

0.0%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$123,926

Up $51 (+0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$123,926

Up $51 (+0.0%) from 2015

Operations
Liabilities / Revenue61st percentileNet Margin99th percentile

Revenue

Up

$51

Up $9 (+21%) from 2015

Expenses

Down

$0

Down $140,000 (-100%) from 2015

Net Income

Up

$51

Up $140,009 (+100%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2010: $477,358Liabilities 2010: $40,763Net Assets 2010: $436,5952010Assets 2011: $384,657Liabilities 2011: $0Net Assets 2011: $384,6572011Assets 2012: $346,716Liabilities 2012: $0Net Assets 2012: $346,7162012Assets 2013: $278,334Liabilities 2013: $0Net Assets 2013: $278,3342013Assets 2014: $263,833Liabilities 2014: $0Net Assets 2014: $263,8332014Assets 2015: $123,875Liabilities 2015: $0Net Assets 2015: $123,8752015Assets 2016: $123,926Liabilities 2016: $0Net Assets 2016: $123,9262016

Highlighted filing

2016

Assets$123,926
Liabilities$0
Net Assets$123,926
Open 2016 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2010: $317Expenses 2010: $94,669Net Income 2010: -$94,3522010Revenue 2011: $254Expenses 2011: $52,192Net Income 2011: -$51,9382011Revenue 2012: $168Expenses 2012: $38,109Net Income 2012: -$37,9412012Revenue 2013: $158Expenses 2013: $68,540Net Income 2013: -$68,3822013Revenue 2014: $104Expenses 2014: $14,605Net Income 2014: -$14,5012014Revenue 2015: $42Expenses 2015: $140,000Net Income 2015: -$139,9582015Revenue 2016: $51Expenses 2016: $0Net Income 2016: $512016

Highlighted filing

2016

Revenue$51
Expenses$0
Net Income$51
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,926
Liabilities
$0
Net assets
$123,926
Revenue
$51
Expenses
$0
Net income
$51
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.00$1.40$1.40
2014Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.00$0.15$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.00$2.78$0.00$0.69$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.00$3.47$0.00$0.38$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$0.00$0.52$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.41$4.37$0.00$0.95$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$51
Mission and Program Overview

Mission

The primary exempt purpose of the organization is to fund worker's compensation claims of the employees of lutheran life villages.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ACTS AS A SELF INSURANCE PROGRAM FOR WORKER'S COMPENSATION CLAIMS FOR THE EMPLOYEES OF LUTHERAN LIFE VILLAGES.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK FRANKEPresident-$0--
ERIC BIEBERICHTreasurer-$0--
GINA ROHRBACHERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lutheran Homes Inc Workers Compensation
EIN
35-1871504
In Care Of
% ALEX KIEFER
Phone
2604471591
Address
6701 SOUTH ANTHONY BOULEVARD, FORT WAYNE, IN 46816-2035

Signing Officer

Name
Donna Scanlon
Title
CFO
Phone
2604471591
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ Part II Line 24

“Description:RESERVE FOR INDEMNITIES BOY Amount:35360 EOY Amount:35360”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALEX KIEFER
IRS990EZ/BooksInCareOfDetail/PhoneNum02604470800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06701 SOUTH ANTHONY BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0468162035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088515
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088566
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123875
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123926
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt051
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt051
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123875
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123926
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123875
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123926
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK FRANKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC BIEBERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA ROHRBACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt035360
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035360
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO FUND WORKER'S COMPENSATION CLAIMS OF THE EMPLOYEES OF LUTHERAN LIFE VILLAGES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ACTS AS A SELF INSURANCE PROGRAM FOR WORKER'S COMPENSATION CLAIMS FOR THE EMPLOYEES OF LUTHERAN LIFE VILLAGES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalRevenueAmt051
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.LUTHERANLIFEVILLAGES.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350885590
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LUTHERAN HOMES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:RESERVE FOR INDEMNITIES BOY Amount:35360 EOY Amount:35360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA SCANLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02604471591
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTHERAN HOMES INC WORKERS COMPENSATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUTH
ReturnHeader/Filer/EIN0351871504
ReturnHeader/Filer/InCareOfNm0% ALEX KIEFER
ReturnHeader/Filer/PhoneNum02604471591
ReturnHeader/Filer/USAddress/AddressLine1Txt06701 SOUTH ANTHONY BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0468162035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E Main St Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joyce A Dulworth
ReturnHeader/ReturnTs02016-10-10T11:34:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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