Civic Intelligence

Lutheran Foundation for the Aged Inc.

990 • Fiscal year 2012 • EIN 36-3365615

Jul 01, 2011 to Jun 30, 2012 • Filed on May 08, 2013

Organization ProfileWWW.LUTHERANLIFECOMMUNITIES.ORG
800 W Oakton Street60004-4602
Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$21,773,428

Down $349,411 (-1.6%) from 2011

Net Assets

Down

$21,255,489

Down $417,100 (-1.9%) from 2011

Liabilities

Up

$517,939

Up $67,689 (+15%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$0

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$30M$20M$10M$0Assets 2010: $19,465,494Liabilities 2010: $477,812Net Assets 2010: $18,987,6822010Assets 2011: $22,122,839Liabilities 2011: $450,250Net Assets 2011: $21,672,5892011Assets 2012: $21,773,428Liabilities 2012: $517,939Net Assets 2012: $21,255,4892012Assets 2013: $22,438,351Liabilities 2013: $592,322Net Assets 2013: $21,846,0292013Assets 2014: $22,413,148Liabilities 2014: $517,953Net Assets 2014: $21,895,1952014Assets 2015: $22,285,503Liabilities 2015: $419,583Net Assets 2015: $21,865,9202015Assets 2016: $22,196,898Liabilities 2016: $255,270Net Assets 2016: $21,941,6282016Assets 2017: $22,186,419Liabilities 2017: $238,750Net Assets 2017: $21,947,6692017Assets 2018: $22,154,982Liabilities 2018: $223,599Net Assets 2018: $21,931,3832018Assets 2019: $22,127,880Liabilities 2019: $201,280Net Assets 2019: $21,926,6002019Assets 2020: $22,078,864Liabilities 2020: $183,447Net Assets 2020: $21,895,4172020Assets 2021: $22,145,957Liabilities 2021: $83,097Net Assets 2021: $22,062,8602021Assets 2022: $22,059,999Liabilities 2022: $63,653Net Assets 2022: $21,996,3462022Assets 2023: $22,049,600Liabilities 2023: $59,959Net Assets 2023: $21,989,6412023Assets 2024: $22,080,435Liabilities 2024: $29,381Net Assets 2024: $22,051,0542024

Highlighted filing

2012

Assets$21,773,428
Liabilities$517,939
Net Assets$21,255,489
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $02012Expenses 2013: $02013Revenue 2014: $122,484Expenses 2014: $0Net Income 2014: $122,4842014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $28,022Expenses 2018: $0Net Income 2018: $28,0222018Revenue 2019: $30,031Expenses 2019: $0Net Income 2019: $30,0312019Revenue 2020: $5,134Expenses 2020: $0Net Income 2020: $5,1342020Revenue 2021: $106,236Expenses 2021: $218Net Income 2021: $106,0182021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $219Net Income 2024: -$2192024

Highlighted filing

2012

Revenue-
Expenses$0
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 8, 2013
Return Version
2011v1.5
Gross Receipts
$4,181,871
Mission and Program Overview

Mission

Empowering vibrant grace filled living across all generations. Providing residential and health care services to seniors including benevolent care to those who have exhausted their financial funds.

Filing and Contact Details

Filer

EIN
36-3365615
Raw XML AppendixShowing 400 of 643 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.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0LUTHERAN FOUNDATION FOR THE AGED, INC. SUPPORTS THE WORK OF THE LUTHERAN HOME TO PROVIDE VIBRANT GRACE FILLED LIVING TO THE RESIDENTS LIVING AT THE LUTHERAN HOME CAMPUS IN ARLINGTON HEIGHTS, ILLINOIS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE CORPORATIONS QUALIFY AS NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE, EXCEPT THE LLC, WHICH IS EXEMPT FROM TAXES UNDER SECTION 509(A)(2) OF THE CODE. THE CORPORATIONS HAVE ADOPTED ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL. ASC SUBTOPIC 740-10 ADDRESSES THE DETERMINATION OF HOW TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER ASC SUBTOPIC 740-10, THE CORPORATIONS MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ASC SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES ON INCOME TAXES, ACCOUNTING IN INTERIM PERIODS AND REQUIRES INCREASED DISCLOSURES. AS OF JUNE 30, 2012 AND 2011, THE CORPORATIONS DO NOT HAVE AN ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
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IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg40
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0281646
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1483641
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2294565
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3245216
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs4213712
IRS990ScheduleJ/IndependentConsultant0X
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleM/AnyPropertyThatMustBeHeld00
IRS990ScheduleM/Form990ScheduleMPartII/Explanation0IF NECESSARY, A REAL ESTATE BROKER WOULD BE HIRED TO LIST AND SELL ANY PROPERTY DONATED TO THE LUTHERAN FOUNDATION FOR THE AGED.
IRS990ScheduleM/Form990ScheduleMPartII/Identifier0THIRD PARTY USE:
IRS990ScheduleM/Form990ScheduleMPartII/ReturnReference0PART I, LINE 32B:
IRS990ScheduleM/RealEstateResidential/MethodOfDeterminingRevenues0APPRAISAL
IRS990ScheduleM/RealEstateResidential/NonCashCheckbox0X
IRS990ScheduleM/RealEstateResidential/NoncashContribsRptdF9900267000
IRS990ScheduleM/RealEstateResidential/NumberOfContributions02
IRS990ScheduleM/ReviewProcessUnusualNCGifts01
IRS990ScheduleM/ThirdPartiesUsed01
IRS990ScheduleO/GeneralExplanation/Explanation0LUTHERAN HOME AND SERVICES FOR THE AGED, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD IS APPOINTED BY THE SOLE CORPORATE MEMBER, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.
IRS990ScheduleO/GeneralExplanation/Explanation2SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION REVIEWS THE TAX RETURN WITH THE AUDIT COMMITTEE OF LUTHERAN LIFE COMMUNITIES (WHICH IS THE SOLE CORPORATE MEMBER OF ITS PARENT, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.) WHICH WAS APPOINTED BY THE BOARD OF LUTHERAN FOUNDATION FOR THE AGED, INC. TO REPORT TO THE BOARD OF LUTHERAN LIFE COMMUNITIES WHICH PROVIDES FINAL APPROVAL OF THE TAX RETURNS OF ALL OF ITS SUBSIDIARIES AND AFFILIATES.
IRS990ScheduleO/GeneralExplanation/Explanation4THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO DISCLOSE TO THE BOARD OF DIRECTORS WHEN A CONFLICT MAY EXIST. THE POLICY AND COMPLIANCE WITH THIS POLICY IS REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF LUTHERAN LIFE COMMUNITIES (WHICH IS THE SOLE CORPORATE MEMBER OF ITS PARENT, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.)
IRS990ScheduleO/GeneralExplanation/Explanation5COMPENSATION IS DETERMINED WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND THE COMPENSATION COMMITTEE OF LUTHERAN LIFE COMMUNITIES (WHICH IS THE SOLE CORPORATE MEMBER OF ITS PARENT, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.) ULTIMATE APPROVAL FOR THE COMPENSATION AMOUNT FOR THE CEO RESTS WITH THE BOARD OF LUTHERAN LIFE COMMUNITIES. THE LUTHERAN LIFE COMMUNITIES BOARD PROVIDES COUNSEL TO THE CEO FOR THE COMPENSATION OF ANY OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation6THE TAX RETURN, FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7NET UNREALIZED LOSSES ON INVESTMENTS: -828,279. CHANGE IN PERMANENTLY RESTRICTED NET ASSETS 8,000. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS 25,835. OTHER CHANGES IN NET ASSETS -43,122. TOTAL TO FORM 990, PART XI, LINE 5: -837,566.
IRS990ScheduleO/GeneralExplanation/Explanation8THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990, PART XI, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10800 W OAKTON STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11800 W OAKTON STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12800 W OAKTON STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13601 LUTZ ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine141200 E LUTHER DRIVE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine151200 E LUTHER DRIVE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine16800 W OAKTON STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine17505 COLLEGE AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine183831 NORTH MOZART AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine193831 NORTH MOZART AVENUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine110800 W OAKTON STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111800 W OAKTON STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0ARLINGTON HEIGHTS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1ARLINGTON HEIGHTS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2ARLINGTON HEIGHTS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3BLOOMINGTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4CROWN POINT
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5CROWN POINT
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City6ARLINGTON HEIGHTS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City7OTTAWA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,773,428
Liabilities
$517,939
Net assets
$21,255,489
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.1$0.03$22.1$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$22.0$0.06$22.0$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$22.1$0.06$22.0$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$22.1$0.08$22.1$0.11$0.00$0.11
2020Detailed filing. Detailed filing data is available for this year.$22.1$0.18$21.9$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$22.1$0.20$21.9$0.03$0.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$22.2$0.22$21.9$0.03$0.00$0.03
2017Detailed filing. Detailed filing data is available for this year.$22.2$0.24$21.9$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$22.2$0.26$21.9$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$22.3$0.42$21.9$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$22.4$0.52$21.9$0.12$0.00$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.59$21.8$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.52$21.3$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$0.45$21.7$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.48$19.0$0.00