Civic Intelligence

Lutheran Homes Inc Workers Compensation Trust

990EZ • Fiscal year 2015 • EIN 35-1871504

Jun 01, 2014 to May 31, 2015 • Filed on Oct 15, 2015

Organization ProfileWWW.LUTHERANLIFEVILLAGES.ORG
6701 South Anthony BoulevardFort Wayne, IN 46816-2035

(260) 447-1591

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-333233%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$123,875

Down $139,958 (-53%) from 2014

Net Assets

Down

$123,875

Down $139,958 (-53%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$42

Down $62 (-60%) from 2014

Expenses

Up

$140,000

Up $125,395 (+859%) from 2014

Net Income

Down

-$139,958

Down $125,457 (-865%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2015

Assets$123,875
Liabilities$0
Net Assets$123,875
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$42
Expenses$140,000
Net Income-$139,958
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Oct 15, 2015
Return Version
2014v5.0
Gross Receipts
$42
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.-$140,000
Compensation and Service Providers
Top Officer Pay75th 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
2015-10-15
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

Part I Line 10

“Grant recipient: lutheran homes, inc. Recipient's address: 6701 s. Anthony blvd. Fort wayne, in 46816 amount of grant: $140,000 relationship with filing org: related organization purpose of grant: loss control prevention”

Form 990EZ Part II Line 24

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

Raw XML Appendix143 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/BOYAmt0228473
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088515
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-139958
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0263833
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123875
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0140000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt042
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt042
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0263833
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123875
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0263833
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123875
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0140000
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/TotalExpensesAmt0140000
IRS990EZ/TotalProgramServiceExpensesAmt0140000
IRS990EZ/TotalRevenueAmt042
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/OrganizationTypeDesc004
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LUTHERAN HOMES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENT: LUTHERAN HOMES, INC. RECIPIENT'S ADDRESS: 6701 S. ANTHONY BLVD. FORT WAYNE, IN 46816 AMOUNT OF GRANT: $140,000 RELATIONSHIP WITH FILING ORG: RELATED ORGANIZATION PURPOSE OF GRANT: LOSS CONTROL PREVENTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:RESERVE FOR INDEMNITIES BOY Amount:35360 EOY Amount:35360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA SCANLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02604471591
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTHERAN HOMES INC WORKERS COMPENSATION
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/ReturnTs02015-10-14T14:49:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,875
Liabilities
$0
Net assets
$123,875
Revenue
$42
Expenses
$140,000
Net income
-$139,958
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