Civic Intelligence

St. John Lutheran Home Foundation

990 • Fiscal year 2019 • EIN 36-3372067

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 04, 2020

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

(507) 723-3200

Siviq Scores

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

Liabilities / Assets

60th percentile

0.15x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

2.27x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$134,335

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 61.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

12th percentile

-9.4%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$3,260,433

Down $337,935 (-9.4%) from 2018

Net Assets

Down

$2,765,746

Down $303,225 (-9.9%) from 2018

Liabilities

Down

$494,687

Down $34,710 (-6.6%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin90th percentile

Revenue

Down

$217,570

Down $110,380 (-34%) from 2018

Expenses

Up

$116,125

Up $6,365 (+5.8%) from 2018

Net Income

Down

$101,445

Down $116,745 (-54%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2019

Assets$3,260,433
Liabilities$494,687
Net Assets$2,765,746
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$217,570
Expenses$116,125
Net Income$101,445
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 4, 2020
Return Version
2018v3.2
Gross Receipts
$241,182
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$1,702,216$1,702,267▲ $51
Investments in Publicly Traded Securities$1,470,831$1,105,273▼ $365,558
Investments Other Securities$324,457$320,663▼ $3,794
Savings and Temporary Cash Investments$97,818$129,184▲ $31,366
Cash and Non-Interest-Bearing Accounts$3,046$3,046→ $0
Total Assets$3,598,368$3,260,433▼ $337,935
Liabilities
Deferred Revenue$522,259$479,626▼ $42,633
Accounts Payable and Accrued Expenses$7,138$15,061▲ $7,923
Total Liabilities$529,397$494,687▼ $34,710
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,252,201$1,275,412▲ $23,211
Unrestricted Net Assets$1,373,490$1,086,548▼ $286,942
Permanently Rstr Net Assets$443,280$403,786▼ $39,494
Total Net Assets Fund Balance$3,068,971$2,765,746▼ $303,225
Total Liabilities and Net Assets / Fund Balance$3,598,368$3,260,433▼ $337,935

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,702,267-$43,267
Other Land Buildings$0$7,480$7,480
Other Securities$320,663--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$443,280-▼ $30,459$9,035$403,786
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
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
Thomas GoeritzAdministrator$134,335$134,335
Donna TorkelsonCFO(Oct-Apr)$22,297$22,297

Board Members and Trustees

NameTitle
Linda WeberPresident
Dale LindmeierVice President
Dotty DelambertDirector
Jeff KruegerDirector
Randy TherkilsenDirector
Sharon PieschelDirector
Gilbert AndersonSecretary
Jolene SchwartsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$130,917
Program Service Revenue
$125
Investment Income
$38,773
Other Revenue
$47,755
All Other Contributions
$117,353
Change in Net Assets
$101,445

Audited Revenue Reconciliation

Revenue per Audited Statements
$154,779
Revenue Not Reported on Financial Statements
$62,791
Revenue Not Reported on Form 990
$12,276
Other Revenue Adjustments
$62,791
Total Revenue per Audited Statements
$167,055
Total Revenue per Form 990
$217,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,625
Total Fundraising Expense$66,342
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$33,018--$33,018
Fees for Services Accounting-$9,855-$9,855
Grants to Domestic Individuals$1,500--$1,500
Other Expenses$1,311-$10,934$1,311
Travel-$851-$851
Conferences and Meetings-$769-$769
Office Expenses$462--$462
Fees for Services Other-$350-$350
Total Functional Expenses$37,958$11,825$66,342$116,125

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$139,737
Expenses per Audited Statements$116,125
Total Expenses per Form 990$116,125
Expenses Not Reported on Form 990$23,612
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,889
Fundraising Direct Expenses$7,389
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trigger Tourney$16,276$2,712$1,513$1,199
Total Events$16,276$2,712$3,008$-296
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 2

“Thomas Goeritz, Randy Therkilsen, and Sharon Pieschel all have a business relationship.”

Form 990, Part VI, Section A, line 3

“St. John Lutheran Home, a related organization, contracted with an outside firm for interim CFO services. That firm eceived payment of 52,410 from St. John Lutheran Home. This interim CFO also provided services to the Foundation.”

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 reviews 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
5077233200
Address
201 S CR 5, Springfield, MN 56087

Signing Officer

Name
Thomas Goeritz
Title
CEO
Phone
5077233200
Signed
2020-08-04
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 -377,452. Change in fair value of beneficial interest in ELCA -39,494.”

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 77,368. Rental expenses recorded in revenue for tax reporting -16,223. Interest income reported in fund balance for financial statements 9,035. Fundraising expenses recorded in revenue for tax reporting -7,389.”

Part XII, Line 2D - Other Adjustments:

“Rental expenses recorded in revenue for tax reporting 16,223. Fundraising expenses recorded in revenue for tax reporting 7,389.”

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IRS990/Desc0St. John Lutheran Foundation raises funds to support the mission of St. John Lutheran Home and related entities. The Foundation was able to purchase items to benefit both the residents and staff throughout the campus. These items are both large and small from wheelchairs, and resident lifts, to electric beds and renovations within the facility.
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt01702216
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01702267
IRS990/LandBldgEquipCostOrOtherBssAmt01709747
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt016223
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/NetAssetsOrFundBalancesBOYAmt03068971
IRS990/NetAssetsOrFundBalancesEOYAmt02765746
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt028428
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028428
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013500
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013500
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt022969
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt034255
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt011286
IRS990/NetUnrelatedBusTxblIncmAmt09279
IRS990/NetUnrlzdGainsLossesInvstAmt012276
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0462
IRS990/OfficeExpensesGrp/TotalAmt0462
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-416946
IRS990/OtherExpensesGrp/Desc0Organizational Developm
IRS990/OtherExpensesGrp/Desc1Fundraising Expenses
IRS990/OtherExpensesGrp/Desc2Employee Relations
IRS990/OtherExpensesGrp/Desc3Tele Health Care Expens
IRS990/OtherExpensesGrp/FundraisingAmt055408
IRS990/OtherExpensesGrp/FundraisingAmt110934
IRS990/OtherExpensesGrp/ProgramServicesAmt01667
IRS990/OtherExpensesGrp/ProgramServicesAmt11311
IRS990/OtherExpensesGrp/TotalAmt055408
IRS990/OtherExpensesGrp/TotalAmt110934
IRS990/OtherExpensesGrp/TotalAmt21667
IRS990/OtherExpensesGrp/TotalAmt31311
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0443280
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0403786
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Thomas Goeritz
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0175812
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt0106767
IRS990/PYOtherExpensesAmt0106760
IRS990/PYOtherRevenueAmt045371
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0218190
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0109760
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0327950
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0101445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt034255
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0125
IRS990/SavingsAndTempCashInvstGrp/BOYAmt097818
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129184
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Description: Interest in Land Date: 12/31/15 Amount: 1051475.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part VI, List of Unusual Grants:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0117353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0175812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0227834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt086578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0659520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt092232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0128539
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0106569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0123109
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0499986
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt063602
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47290
IRS990ScheduleA/PublicSupportPY170Pct00.45830
IRS990ScheduleA/PublicSupportTotal170Amt0573128
IRS990ScheduleA/SubstantialContributorsTotAmt086392
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0117353
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0175812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0227834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt086578
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0659520
IRS990ScheduleA/TotalSupportAmt01211936
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt011286
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt010639
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt010399
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt010166
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt09940
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt052430
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0443280
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0403786
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30459
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09035
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0440354
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0443280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015510
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt012584
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0417923
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0440354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034447
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt012016
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0402587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0417923
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027160
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt011824
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0418746
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0402587
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4181
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt011978
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt023612
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0116125
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01702267
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01659000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt043267
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012276
IRS990ScheduleD/OtherExpensesIncludedAmt023612
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07480
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07480
IRS990ScheduleD/OtherRevenuesNotIncludedAmt062791
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0320663
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Beneficial Interest in ELCA
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt012276
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt062791
IRS990ScheduleD/RevenueSubtotalAmt0154779
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 77,368. Rental expenses recorded in revenue for tax reporting -16,223. Interest income reported in fund balance for financial statements 9,035. Fundraising expenses recorded in revenue for tax reporting -7,389.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Rental expenses recorded in revenue for tax reporting 16,223. Fundraising expenses recorded in revenue for tax reporting 7,389.
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/TotalBookValueLandBuildingsAmt01702267
IRS990ScheduleD/TotalBookValueSecuritiesAmt0320663
IRS990ScheduleD/TotalExpensesPerForm990Amt0116125
IRS990ScheduleD/TotalRevenuePerForm990Amt0217570
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0167055
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0139737
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013564
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013564
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03008
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Trigger Tourney
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0489
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02712
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-296
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0649
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0649
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01513
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01513
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0357
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0357
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Thomas Goeritz, Randy Therkilsen, and Sharon Pieschel all have a business relationship.

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,260,433
Liabilities
$494,687
Net assets
$2,765,746
Revenue
$217,570
Expenses
$116,125
Net income
$101,445
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