Lutheran Homes Inc Workers Compensation Trust

990EZ • Fiscal year 2013 • EIN 35-1871504

Jun 01, 2012 to May 31, 2013 • Filed on Apr 15, 2014

Organization Profile WWW.LUTHERANLIFEVILLAGES.ORG

6701 South Anthony BoulevardSuite46816-2035

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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-43280%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-20%

Faster asset growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-6.0%

Faster revenue growth than 38% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$278,334

Down $68,382 (-20%) from 2012

Net Assets

Down

$278,334

Down $68,382 (-20%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin1st percentile

Revenue

Down

$158

Down $10 (-6.0%) from 2012

Expenses

$68,540

Up $30,431 (+80%) from 2012

Net Income

Down

-$68,382

Down $30,441 (-80%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2013

Assets$278,334

Liabilities$0

Net Assets$278,334

Open 2013 Filing

Operations Trend

Revenue Growth38th percentile

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

Highlighted filing

2013

Revenue$158

Expenses$68,540

Net Income-$68,382

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2012 to May 31, 2013
Signed: Apr 15, 2014
Return Version: 2012v2.3

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.

Filing and Contact Details

Filer

EIN: 35-1871504

Raw XML Appendix146 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/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	311356
IRS990EZ/CashSavingsAndInvestments/EOY	0	242974
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-68382
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GainOrLossFromSaleOfAssets	0	0
IRS990EZ/GroProfitLossSalesOfInventory	0	0
IRS990EZ/GrossReceipts	0	158
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartIV	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	158
IRS990EZ/LandAndBuildings/BOY	0	0
IRS990EZ/LandAndBuildings/EOY	0	0
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	346716
IRS990EZ/NetAssetsOrFundBalancesBOY	0	346716
IRS990EZ/NetAssetsOrFundBalances/EOY	0	278334
IRS990EZ/NetAssetsOrFundBalancesEOY	0	278334
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	2.0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	2.0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	2.0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	2.0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	ROBERT F MEYER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	VIC MARTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	CRAIG A LINNEMEIER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	GARY STAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	SECRETARY
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	35360
IRS990EZ/OtherAssetsTotal/EOY	0	35360
IRS990EZ/OtherExpensesTotal	0	68540
IRS990EZ/PrimaryExemptPurpose	0	THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO FUND WORKER'S COMPENSATION CLAIMS OF THE EMPLOYEES OF LUTHERAN LIFE VILLAGES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE ORGANIZATION ACTS AS A SELF INSURANCE PROGRAM FOR WORKER'S COMPENSATION CLAIMS FOR THE EMPLOYEES OF LUTHERAN LIFE VILLAGES.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	68540
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/SalariesOtherCompEmplBenefits	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SpecialEventsNetIncomeLoss	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	IN
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	6701 SOUTH ANTHONY BOULEVARD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	FORT WAYNE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	IN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	468162035
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	ALEX KIEFER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	2604470800
IRS990EZ/TotalAssets/BOY	0	346716
IRS990EZ/TotalAssets/EOY	0	278334
IRS990EZ/TotalExpenses	0	68540
IRS990EZ/TotalProgramServiceExpenses	0	68540
IRS990EZ/TotalRevenue	0	158
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	WWW.LUTHERANLIFEVILLAGES.ORG
IRS990ScheduleA/CertificationCheckbox	0	X
IRS990ScheduleA/ContribBy35ControlledEntity	0	false
IRS990ScheduleA/ContribByControllingIndividual	0	false
IRS990ScheduleA/ContributionByRelatedParty	0	false
IRS990ScheduleA/SumOfAmounts	0	0
IRS990ScheduleA/SupportedOrgInformation/Amount	0	0
IRS990ScheduleA/SupportedOrgInformation/EIN	0	350885590
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc	0	true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine1	0	LUTHERAN LIFE VILLAGES
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS	0	true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified	0	true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization	0	04
IRS990ScheduleA/SupportingOrg509a3Type1	0	X
IRS990ScheduleA/SupportingOrganization509a3	0	X
IRS990ScheduleA/TotalNumberOfSupportedOrgs	0	1
IRS990ScheduleO/GeneralExplanation/Explanation	0	Description:LOSS PREVENTION Amount:66040
IRS990ScheduleO/GeneralExplanation/Explanation	1	Description:BANK FEES Amount:2500
IRS990ScheduleO/GeneralExplanation/Explanation	2	Description:RESERVE FOR INDEMNITIES BOY Amount:35360 EOY Amount:35360
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER EXPENSES SCHEDULE
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES SCHEDULE
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER ASSETS SCHEDULE
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990EZ PART I LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990EZ PART I LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	351871504
ReturnHeader/Filer/InCareOfName	0	% ALEX KIEFER
ReturnHeader/Filer/Name/BusinessNameLine1	0	LUTHERAN HOMES INC WORKERS COMPENSATION
ReturnHeader/Filer/Name/BusinessNameLine2	0	TRUST
ReturnHeader/Filer/NameControl	0	LUTH
ReturnHeader/Filer/Phone	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/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2014-04-15
ReturnHeader/Officer/Name	0	ALEX KIEFER
ReturnHeader/Officer/Phone	0	2604471591
ReturnHeader/Officer/Title	0	CHIEF EXECUTIVE OFFICER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BKD LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	200 E Main St Suite 700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Fort Wayne
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	46802
ReturnHeader/Preparer/Name	0	Joyce A Dulworth
ReturnHeader/Preparer/Phone	0	2604604000
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-06-01
ReturnHeader/TaxPeriodEndDate	0	2013-05-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-04-15T12:03:50-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $278,334
Liabilities: $0
Net assets: $278,334
Revenue: $158
Expenses: $68,540
Net income: -$68,382

	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