Civic Intelligence

St. John Lutheran Home Foundation

990 • Fiscal year 2018 • EIN 36-3372067

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 14, 2019

Organization Profilewww.sjlhome.com
201 S Cr 5Springfield, MN 56087

(507) 723-3211

Siviq Scores

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

Liabilities / Assets

58th percentile

0.15x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

1.61x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$162,462

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 49.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

19th percentile

-6.9%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-8.3%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$3,598,368

Down $266,959 (-6.9%) from 2017

Net Assets

Down

$3,068,971

Down $227,938 (-6.9%) from 2017

Liabilities

Down

$529,397

Down $39,021 (-6.9%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin95th percentile

Revenue

Down

$327,950

Down $29,517 (-8.3%) from 2017

Expenses

Down

$109,760

Down $64,714 (-37%) from 2017

Net Income

Up

$218,190

Up $35,197 (+19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,697,968Liabilities 2010: $47,837Net Assets 2010: $2,650,1312010Assets 2011: $2,553,531Liabilities 2011: $7,130Net Assets 2011: $2,546,4012011Assets 2012: $2,783,660Liabilities 2012: $8,388Net Assets 2012: $2,775,2722012Assets 2013: $2,924,168Liabilities 2013: $12,464Net Assets 2013: $2,911,7042013Assets 2014: $2,660,157Liabilities 2014: $2,535Net Assets 2014: $2,657,6222014Assets 2015: $2,091,176Liabilities 2015: $8,425Net Assets 2015: $2,082,7512015Assets 2016: $3,653,894Liabilities 2016: $614,517Net Assets 2016: $3,039,3772016Assets 2017: $3,865,327Liabilities 2017: $568,418Net Assets 2017: $3,296,9092017Assets 2018: $3,598,368Liabilities 2018: $529,397Net Assets 2018: $3,068,9712018Assets 2019: $3,260,433Liabilities 2019: $494,687Net Assets 2019: $2,765,7462019Assets 2020: $3,177,677Liabilities 2020: $458,426Net Assets 2020: $2,719,2512020Assets 2021: $3,517,536Liabilities 2021: $448,535Net Assets 2021: $3,069,0012021Assets 2022: $4,273,263Liabilities 2022: $406,479Net Assets 2022: $3,866,7842022Assets 2023: $4,492,130Liabilities 2023: $418,743Net Assets 2023: $4,073,3872023Assets 2024: $4,905,710Liabilities 2024: $408,686Net Assets 2024: $4,497,0242024

Highlighted filing

2018

Assets$3,598,368
Liabilities$529,397
Net Assets$3,068,971
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $68,9292010Expenses 2011: $49,2122011Expenses 2012: $122,6012012Expenses 2013: $136,4942013Revenue 2014: $299,660Expenses 2014: $132,370Net Income 2014: $167,2902014Revenue 2015: $422,743Expenses 2015: $115,266Net Income 2015: $307,4772015Revenue 2016: $1,359,354Expenses 2016: $104,519Net Income 2016: $1,254,8352016Revenue 2017: $357,467Expenses 2017: $174,474Net Income 2017: $182,9932017Revenue 2018: $327,950Expenses 2018: $109,760Net Income 2018: $218,1902018Revenue 2019: $217,570Expenses 2019: $116,125Net Income 2019: $101,4452019Revenue 2020: $269,106Expenses 2020: $157,216Net Income 2020: $111,8902020Revenue 2021: $259,263Expenses 2021: $172,038Net Income 2021: $87,2252021Revenue 2022: $1,190,726Expenses 2022: $130,894Net Income 2022: $1,059,8322022Revenue 2023: $264,970Expenses 2023: $212,837Net Income 2023: $52,1332023Revenue 2024: $322,626Expenses 2024: $229,759Net Income 2024: $92,8672024

Highlighted filing

2018

Revenue$327,950
Expenses$109,760
Net Income$218,190
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 14, 2019
Return Version
2017v2.3
Gross Receipts
$342,133
Mission and Program Overview

Mission

Exists for the benefit of our residents, their families, the staff, and st. John's circle of care as a whole, in its continued effort to advance the mission and vision of st. John lutheran home.

To raise funds to help support the charitable mission of related entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,702,263$1,702,216▼ $47
Investments in Publicly Traded Securities$1,757,358$1,470,831▼ $286,527
Investments Other Securities$321,530$324,457▲ $2,927
Savings and Temporary Cash Investments$81,158$97,818▲ $16,660
Cash and Non-Interest-Bearing Accounts$3,018$3,046▲ $28
Total Assets$3,865,327$3,598,368▼ $266,959
Liabilities
Deferred Revenue$564,892$522,259▼ $42,633
Accounts Payable and Accrued Expenses$3,526$7,138▲ $3,612
Total Liabilities$568,418$529,397▼ $39,021
Net Assets / Fund Balance
Unrestricted Net Assets$1,644,968$1,373,490▼ $271,478
Temporarily Rstr Net Assets$1,211,587$1,252,201▲ $40,614
Permanently Rstr Net Assets$440,354$443,280▲ $2,926
Total Net Assets Fund Balance$3,296,909$3,068,971▼ $227,938
Total Liabilities and Net Assets / Fund Balance$3,865,327$3,598,368▼ $266,959

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,702,216-$43,216
Other Land Buildings$0$7,480$7,480
Other Securities$324,457--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$440,354-▲ $15,510$12,584$443,280
2016$417,923-▲ $34,447$12,016$440,354
2015$402,587-▲ $27,160$11,824$417,923
2014$418,746-▼ $4,181$11,978$402,587
2013$403,268-▲ $26,946$11,468$418,746
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert LamoteCFO (thru 6/30/18)-$74,252$74,252
Thomas GoeritzCEO (as of 10/19/17)PT$40,883$40,883

Board Members and Trustees

NameTitle
Linda WeberChair
Dale LindmeierDirector
Jeff KruegerDirector
Loretta AmsdenDirector
Randy TherkilsenDirector
Sharon PieschelDirector
Joshua JensenCEO (thru 10/4/17)
Donna TorkelsonCFO (as of 3/19/18)
Gilbert AndersonSecretary
Jolene SchwartsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$175,812
Program Service Revenue
$0
Investment Income
$106,767
Other Revenue
$45,371
All Other Contributions
$172,712
Change in Net Assets
$218,190

Audited Revenue Reconciliation

Revenue per Audited Statements
$273,403
Revenue Not Reported on Financial Statements
$54,547
Revenue Not Reported on Form 990
$-30,596
Other Revenue Adjustments
$54,547
Total Revenue per Audited Statements
$242,807
Total Revenue per Form 990
$327,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,760
Total Fundraising Expense$30,503
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$26,312--$26,312
Fees for Services Accounting-$11,995-$11,995
Grants to Domestic Individuals$3,000--$3,000
Fees for Services Other-$2,149-$2,149
Other Expenses$34,881-$753$753
Office Expenses$451--$451
Occupancy-$298-$298
Conferences and Meetings-$171-$171
Total Functional Expenses$64,644$14,613$30,503$109,760

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$123,943
Expenses per Audited Statements$109,760
Total Expenses per Form 990$109,760
Expenses Not Reported on Form 990$14,183
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,756
Fundraising Direct Expenses$2,620
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
Other officer compensation reviewed
No
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 2

“Joshua Jensen, Robert Lamote, Randy Therkilsen, and Sharon Pieschel all have a business relationship.”

Form 990, Part VI, Section A, line 6

“St. John Lutheran Home is the sole member of the Foundation.”

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

“St. John Lutheran Home board elects the board of the Foundation.”

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

“Significant financial decisions must be approved by St. John Lutheran Home board as the controlling entity.”

Form 990, Part VI, Section A, line 8B

“There are no committees with authority to act on behalf of the board.”

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

“The CEO and CFO review the draft in detail and provide copies to the board.”

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

“The policy currently covers board members and the CEO and CFO. Annual statements are reviewed by the CEO. If a board member has a conflict, that individual must refrain from voting on the matter.”

Form 990, Part VI, Section B, line 15

“The CEO and other officers of the Foundation are compensated by a related organization which has a process in place for determining compensation. This is an annual process.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policy and financial statements would be made available to the public upon request. Each request would be reviewed on a case by case basis.”

Filing and Contact Details

Filer

Filer Name
St John Lutheran Foundation
EIN
36-3372067
Phone
5077233211
Address
201 S CR 5, Springfield, MN 56087

Signing Officer

Name
Michelle Miller
Title
Interim CFO
Phone
5077233200
Signed
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Goeritz
Formed
1985
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
20

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Transfers to Related Parties -418,458. Change in fair value of beneficial interest in ELCA 2,926.”

Financial Statement Notes

Part V, Line 4:

“Permanently restricted net assets consist of endowment funds established to support various health care services. In addition, the organization holds a beneficial interest in funds held by the ELCA for the benefit of the organization.”

Part X, Line 2:

“The Foundation is organized as a Minnesota nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). The entity is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Organization is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purpose and files an Exempt Organization Business Income Tax Return (Form 990T) with the IRS to report its unrelated business taxable income. The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Part XI, Line 4B - Other Adjustments:

“Restricted contributions reported in fund balance for financial statements 56,146. Rental expenses recorded in revenue for tax reporting -11,563. Interest income reported in fund balance for financial statements 12,584. Fundraising expenses recorded in revenue for tax reporting -2,620.”

Part XII, Line 2D - Other Adjustments:

“Rental expenses recorded in revenue for tax reporting 11,563. Fundraising expenses recorded in revenue for tax reporting 2,620.”

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IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt048073
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048073
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0321530
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0324457
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01757358
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01470831
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07480
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01702263
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01702216
IRS990/LandBldgEquipCostOrOtherBssAmt01709696
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt011563
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Exists for the benefit of our residents, their families, the staff, and St. John's Circle of Care as a whole, in its continued effort to advance the mission and vision of St. John Lutheran Home.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03296909
IRS990/NetAssetsOrFundBalancesEOYAmt03068971
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt058694
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt058694
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02136
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02136
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt032596
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt043235
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt010639
IRS990/NetUnrelatedBusTxblIncmAmt08779
IRS990/NetUnrlzdGainsLossesInvstAmt0-30596
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0298
IRS990/OccupancyGrp/TotalAmt0298
IRS990/OfficeExpensesGrp/ProgramServicesAmt0451
IRS990/OfficeExpensesGrp/TotalAmt0451
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-415532
IRS990/OtherExpensesGrp/Desc0Tele Health Care Expens
IRS990/OtherExpensesGrp/Desc1Organizational Developm
IRS990/OtherExpensesGrp/Desc2Fundraising Expenses
IRS990/OtherExpensesGrp/FundraisingAmt029750
IRS990/OtherExpensesGrp/FundraisingAmt1753
IRS990/OtherExpensesGrp/ProgramServicesAmt034881
IRS990/OtherExpensesGrp/TotalAmt034881
IRS990/OtherExpensesGrp/TotalAmt129750
IRS990/OtherExpensesGrp/TotalAmt2753
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0440354
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0443280
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Thomas Goeritz
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0227834
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt056639
IRS990/PYOtherExpensesAmt0173474
IRS990/PYOtherRevenueAmt072994
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0182993
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0174474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0357467
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0218190
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt03100
IRS990/RentalIncomeOrLossGrp/RealAmt043235
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt081158
IRS990/SavingsAndTempCashInvstGrp/EOYAmt097818
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Description: Interest in Land Date: 12/31/15 Amount: 1051475.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part VI, List of Unusual Grants:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0175812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0227834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt086578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt087080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0629247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt092232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0128539
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0106569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0123109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058741
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0509190
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt054139
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45830
IRS990ScheduleA/PublicSupportPY170Pct00.45240
IRS990ScheduleA/PublicSupportTotal170Amt0545033
IRS990ScheduleA/SubstantialContributorsTotAmt084214
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0175812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0227834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt086578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt087080
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0629247
IRS990ScheduleA/TotalSupportAmt01189301
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt010639
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt010399
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt010166
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt09940
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt09720
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt050864
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0440354
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0443280
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt015510
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt012584
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0417923
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0440354
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034447
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt012016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0402587
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0417923
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt011824
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0418746
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0402587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4181
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt011978
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0403268
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0418746
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt011468
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt014183
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0109760
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01702216
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01659000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt043216
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-30596
IRS990ScheduleD/OtherExpensesIncludedAmt014183
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07480
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07480
IRS990ScheduleD/OtherRevenuesNotIncludedAmt054547
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0324457
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Beneficial Interest in ELCA
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-30596
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt054547
IRS990ScheduleD/RevenueSubtotalAmt0273403
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Permanently restricted net assets consist of endowment funds established to support various health care services. In addition, the organization holds a beneficial interest in funds held by the ELCA for the benefit of the organization.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation is organized as a Minnesota nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). The entity is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Organization is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purpose and files an Exempt Organization Business Income Tax Return (Form 990T) with the IRS to report its unrelated business taxable income. The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Restricted contributions reported in fund balance for financial statements 56,146. Rental expenses recorded in revenue for tax reporting -11,563. Interest income reported in fund balance for financial statements 12,584. Fundraising expenses recorded in revenue for tax reporting -2,620.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Rental expenses recorded in revenue for tax reporting 11,563. Fundraising expenses recorded in revenue for tax reporting 2,620.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01702216
IRS990ScheduleD/TotalBookValueSecuritiesAmt0324457
IRS990ScheduleD/TotalExpensesPerForm990Amt0109760
IRS990ScheduleD/TotalRevenuePerForm990Amt0327950
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0242807
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0123943
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt067520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt02008

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,598,368
Liabilities
$529,397
Net assets
$3,068,971
Revenue
$327,950
Expenses
$109,760
Net income
$218,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$0.41$4.50$0.32$0.23$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.49$0.42$4.07$0.26$0.21$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.41$3.87$1.19$0.13$1.06
2021Detailed filing. Detailed filing data is available for this year.$3.52$0.45$3.07$0.26$0.17$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.46$2.72$0.27$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.49$2.77$0.22$0.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.53$3.07$0.33$0.11$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.87$0.57$3.30$0.36$0.17$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.65$0.61$3.04$1.36$0.10$1.25
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.42$0.12$0.31
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.30$0.13$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.01$2.91$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.01$2.78$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.01$2.55$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.05$2.65$0.07