Civic Intelligence

Lutheran Foundation for the Aged Inc.

990 • Fiscal year 2018 • EIN 36-3365615

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

800 W Oakton StreetArlington Heights, IL 60004-4602

(847) 368-7342

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

7.98x

Higher debt load relative to revenue than 96% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

91st percentile

$531,508

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 1896.8% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

41st percentile

-0.1%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Assets

Down

$22,154,982

Down $31,437 (-0.1%) from 2017

Net Assets

Down

$21,931,383

Down $16,286 (-0.1%) from 2017

Liabilities

Down

$223,599

Down $15,151 (-6.3%) from 2017

Revenue

Up

$28,022

Up $28,022 from 2017

Expenses

Flat

$0

Flat from 2017

Net Income

Up

$28,022

Up $28,022 from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$22,154,982
Liabilities$223,599
Net Assets$21,931,383

Operations Trend

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

2018

Revenue$28,022
Expenses$0
Net Income$28,022
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$28,022
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.

See schedule o for organization mission statement. 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$585,426$553,990▼ $31,436
Cash and Non-Interest-Bearing Accounts$9,563$9,562▼ $1
Total Assets$22,186,419$22,154,982▼ $31,437
Other Assets Total$21,591,430$21,591,430→ $0
Liabilities
Other Liabilities$238,750$223,599▼ $15,151
Total Liabilities$238,750$223,599▼ $15,151
Net Assets / Fund Balance
Unrestricted Net Assets$21,947,669$21,931,383▼ $16,286
Total Net Assets Fund Balance$21,947,669$21,931,383▼ $16,286
Total Liabilities and Net Assets / Fund Balance$22,186,419$22,154,982▼ $31,437

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$21,591,430--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roger W Paulsberg Until 111417Chair/director
Jesse Jantzen Started 21218Chair/president/CEO
Lori Fedyk Through 2118Vice Chair/secretary
Marie CarlsonVice Chair/treasurer
Steve ReidDirector
Shareen AndersonSecretary
Mark NoffkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,022
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$28,022
Change in Net Assets
$28,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuity Obligations - Lfa$223,599
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Lutheran home and services for the aged, inc. Is the sole corporate member of the organization.

Form 990, Part VI, Section A, Line 7A

The board is appointed by the sole corporate member, lutheran home and services for the aged, inc.

Form 990, Part VI, Section A, Line 7B

Some decisions of the governing body are subject to the approval of the sole corporate member, lutheran home and services for the aged, inc.

Form 990, Part VI, Section B, Line 11B

The organization reviews the tax return with the audit committee of lutheran life ministries, which is the sole corporate member of the organization's parent, lutheran homes and services for the aged, inc.) to report to the board of lutheran life ministries, which provides final approval of the tax returns of all subsidiaries.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy requires board members, directors, officers, and key employees to disclose to the board of directors when a conflict may exist. The policy and compliance with this policy are reviewed annually by the audit committee of lutheran life ministries, which is the sole corporate member of the organization's parent (lutheran home and services for the aged, inc.)

Form 990, Part VI, Section B, Line 15

Compensation is determined with the help of an independent compensation consultant and the compensation committee of lutheran life ministries (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 ministries. The lutheran life ministries board provides counsel to the ceo for the compensation of any officers and key employees.

Form 990, Part VI, Section C, Line 19

The tax return, financial statements and policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Lutheran Foundation for the Aged Inc
EIN
36-3365615
Phone
8473687342
Address
800 W OAKTON STREET, ARLINGTON HEIGHTS, IL 60004-4602

Signing Officer

Name
Jesse Jantzen
Title
Chief Executive Officer
Phone
8473687342
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesse Jantzen
Formed
1985
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 W 22ND ST STE 1100, OAK BROOK, IL 60523
Preparer
Chris Manderfield
Phone
6305738600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

This process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

Lutheran 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.

PART X, LINE 2:

The 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 foundation, 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, 2018 and 2017, the corporations do not have an asset or liability for unrecognized tax benefits.

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY OBLIGATIONS - LFA
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LUTHERAN 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/SupplementalInformationDetail/ExplanationTxt1THE 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 FOUNDATION, 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, 2018 AND 2017, THE CORPORATIONS DO NOT HAVE AN ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt021591430
IRS990ScheduleD/TotalLiabilityAmt0223599
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt02150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt16089
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt21822
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt32000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt44397
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0189933
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1204019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2140608
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3455096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4235404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt12169
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt32873
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt41014
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019519
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt117740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt26738
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt39653
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt49319
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt15868
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt240000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt361886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHAREEN ANDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARIE CARLSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2STEVE REID
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ROGER W PAULSBERG UNTIL 111417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4LORI FEDYK THROUGH 2118
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE CHAIR/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3CHAIR/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4VICE CHAIR/SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0213573
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1235885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2189168
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3531508
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4250134
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUTHERAN HOME AND SERVICES FOR THE AGED, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS APPOINTED BY THE SOLE CORPORATE MEMBER, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REVIEWS THE TAX RETURN WITH THE AUDIT COMMITTEE OF LUTHERAN LIFE MINISTRIES, WHICH IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION'S PARENT, LUTHERAN HOMES AND SERVICES FOR THE AGED, INC.) TO REPORT TO THE BOARD OF LUTHERAN LIFE MINISTRIES, WHICH PROVIDES FINAL APPROVAL OF THE TAX RETURNS OF ALL SUBSIDIARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE TO THE BOARD OF DIRECTORS WHEN A CONFLICT MAY EXIST. THE POLICY AND COMPLIANCE WITH THIS POLICY ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF LUTHERAN LIFE MINISTRIES, WHICH IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION'S PARENT (LUTHERAN HOME AND SERVICES FOR THE AGED, INC.)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS DETERMINED WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND THE COMPENSATION COMMITTEE OF LUTHERAN LIFE MINISTRIES (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 MINISTRIES. THE LUTHERAN LIFE MINISTRIES BOARD PROVIDES COUNSEL TO THE CEO FOR THE COMPENSATION OF ANY OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TAX RETURN, FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt8LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt9LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt10LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LUTHERAN HOME FOR THE AGED INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LUTHERAN HOME AND SERVICES FOR THE AGED INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LUTHERAN COMMUNITY SERVICES FOR THE AGED INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3LUTHER OAKS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4WITTENBERG LUTHERAN VILLAGE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5WITTENBERG LUTHERAN VILLAGE ENDOWMENT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6LUTHERAN LIFE MINISTRIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7PLEASANT VIEW LUTHERAN HOME INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8LUTHERAN LIFE COMMUNITIES FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9ST PAUL'S HOUSE AND HEALTH CARE CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10LUTHERAN LIFE COMMUNITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt11THE ARLINGTON OF NAPLES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362192824
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1363375902
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2363365609
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3202117469
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4351299499
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5351472245
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6203426654
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7362167830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8363861882
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN9362167897
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN10208549333
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN11262019353
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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