Lutheran Homes Inc Workers Compensation Trust

990EZ • Fiscal year 2014 • EIN 35-1871504

Jun 01, 2013 to May 31, 2014 • Filed on Oct 15, 2014

Organization Profile WWW.LUTHERANLIFEVILLAGES.ORG

6701 South Anthony BoulevardSuite46816-2035

(260) 447-1591

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-13943%

Higher net margin than 1% of similar nonprofits.

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

Higher top officer pay than 74% of similar nonprofits.

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

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

-5.2%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-34%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$263,833

Down $14,501 (-5.2%) from 2013

Net Assets

Down

$263,833

Down $14,501 (-5.2%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin1st percentile

Revenue

Down

$104

Down $54 (-34%) from 2013

Expenses

Down

$14,605

Down $53,935 (-79%) from 2013

Net Income

-$14,501

Up $53,881 (+79%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2014

Assets$263,833

Liabilities$0

Net Assets$263,833

Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

Highlighted filing

2014

Revenue$104

Expenses$14,605

Net Income-$14,501

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2013 to May 31, 2014
Signed: Oct 15, 2014
Return Version: 2013v3.1
Gross Receipts: $104

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

Description	Grants	Expenses
THE ORGANIZATION ACTS AS A SELF INSURANCE PROGRAM FOR WORKER'S COMPENSATION CLAIMS FOR THE EMPLOYEES OF LUTHERAN LIFE VILLAGES.	-	$14,605

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARK FRANKE	President	-	$0	-	-
ERIC BIEBERICH	Treasurer	-	$0	-	-
GINA ROHRBACHER	Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 35-1871504
In Care Of: % ALEX KIEFER
Phone: 2604471591

Signing Officer

Name: Donna Scanlon
Title: CFO
Phone: 2604471591
Signed: 2014-10-15
Discuss with paid preparer: Yes

Preparer

Preparer: Joyce A Dulworth
Phone: 2604604000

Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:2083”

Form 990EZ Part II Line 24

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

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	ALEX KIEFER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2604470800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	6701 SOUTH ANTHONY BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	468162035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	242974
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	228473
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-14501
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	12522
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	278334
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	263833
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	104
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartIVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	104
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	278334
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	263833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	278334
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	263833
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	MARK FRANKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ERIC BIEBERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	GINA ROHRBACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	35360
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	35360
IRS990EZ/OtherExpensesTotalAmt	0	2083
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO FUND WORKER'S COMPENSATION CLAIMS OF THE EMPLOYEES OF LUTHERAN LIFE VILLAGES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THE ORGANIZATION ACTS AS A SELF INSURANCE PROGRAM FOR WORKER'S COMPENSATION CLAIMS FOR THE EMPLOYEES OF LUTHERAN LIFE VILLAGES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	14605
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	IN
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	14605
IRS990EZ/TotalProgramServiceExpensesAmt	0	14605
IRS990EZ/TotalRevenueAmt	0	104
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	WWW.LUTHERANLIFEVILLAGES.ORG
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	false
IRS990ScheduleA/ContributionControllerInd	0	false
IRS990ScheduleA/ContributionFamilyInd	0	false
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	350885590
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	04
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	LUTHERAN LIFE VILLAGES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	true
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description:BANK FEES Amount:2083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description:RESERVE FOR INDEMNITIES BOY Amount:35360 EOY Amount:35360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DONNA SCANLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2604471591
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	LUTHERAN HOMES INC WORKERS COMPENSATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	LUTH
ReturnHeader/Filer/EIN	0	351871504
ReturnHeader/Filer/InCareOfNm	0	% ALEX KIEFER
ReturnHeader/Filer/PhoneNum	0	2604471591
ReturnHeader/Filer/USAddress/AddressLine1	0	6701 SOUTH ANTHONY BOULEVARD
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite
ReturnHeader/Filer/USAddress/City	0	FORT WAYNE
ReturnHeader/Filer/USAddress/State	0	IN
ReturnHeader/Filer/USAddress/ZIPCode	0	468162035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	200 E Main St Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	46802
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Joyce A Dulworth
ReturnHeader/ReturnTs	0	2014-10-02T08:17:12-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-06-01
ReturnHeader/TaxPeriodEndDt	0	2014-05-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $263,833
Liabilities: $0
Net assets: $263,833
Revenue: $104
Expenses: $14,605
Net income: -$14,501

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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