Civic Intelligence

St. John Lutheran Home Foundation

990 • Fiscal year 2020 • EIN 36-3372067

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 12, 2021

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

56th percentile

0.14x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

1.70x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$134,349

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 49.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-2.5%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$3,177,677

Down $82,756 (-2.5%) from 2019

Net Assets

Down

$2,719,251

Down $46,495 (-1.7%) from 2019

Liabilities

Down

$458,426

Down $36,261 (-7.3%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin87th percentile

Revenue

Up

$269,106

Up $51,536 (+24%) from 2019

Expenses

Up

$157,216

Up $41,091 (+35%) from 2019

Net Income

Up

$111,890

Up $10,445 (+10%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$3,177,677
Liabilities$458,426
Net Assets$2,719,251
Open 2020 Filing

Operations Trend

Revenue Growth77th 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

2020

Revenue$269,106
Expenses$157,216
Net Income$111,890
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.2
Gross Receipts
$275,730
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$1,702,267$1,702,267→ $0
Investments in Publicly Traded Securities$1,105,273$946,845▼ $158,428
Investments Other Securities$320,663$330,122▲ $9,459
Savings and Temporary Cash Investments$129,184$195,397▲ $66,213
Cash and Non-Interest-Bearing Accounts$3,046$3,046→ $0
Total Assets$3,260,433$3,177,677▼ $82,756
Liabilities
Deferred Revenue$479,626$436,993▼ $42,633
Accounts Payable and Accrued Expenses$15,061$21,433▲ $6,372
Total Liabilities$494,687$458,426▼ $36,261
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,679,198$1,794,021▲ $114,823
Net Assets Without Donor Restrictions$1,086,548$925,230▼ $161,318
Total Net Assets Fund Balance$2,765,746$2,719,251▼ $46,495
Total Liabilities and Net Assets / Fund Balance$3,260,433$3,177,677▼ $82,756

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,702,267-$43,267
Other Land Buildings$0$7,480$7,480
Other Securities$330,122--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$403,786-▲ $54,422$9,263$448,945
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
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
Thomas GoeritzAdministrator$134,349$134,349

Board Members and Trustees

NameTitle
Linda WeberPresident
Dale LindmeierVice President (until Aug. 2020)
Dotty DelambertDirector
Jeff KruegerDirector
Randy TherkilsenDirector
Sharon PieschelDirector
Gilbert AndersonSecretary
Jo SchwartsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$136,874
Program Service Revenue
$372
Investment Income
$89,662
Other Revenue
$42,198
All Other Contributions
$133,347
Change in Net Assets
$111,890

Audited Revenue Reconciliation

Revenue per Audited Statements
$199,528
Revenue Not Reported on Financial Statements
$69,578
Revenue Not Reported on Form 990
$-92,845
Other Revenue Adjustments
$69,578
Total Revenue per Audited Statements
$106,683
Total Revenue per Form 990
$269,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,216
Total Fundraising Expense$99,443
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$27,644--$27,644
Fees for Services Accounting-$22,392-$22,392
Grants to Domestic Individuals$2,000--$2,000
All Other Expenses$1,395--$1,395
Office Expenses$772--$772
Travel-$158-$158
Fees for Services Other-$109-$109
Conferences and Meetings-$39-$39
Other Expenses$26-$25,488$26
Total Functional Expenses$35,075$22,698$99,443$157,216

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$163,840
Expenses per Audited Statements$157,216
Total Expenses per Form 990$157,216
Expenses Not Reported on Form 990$6,624
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 Direct Expenses$1,128
Fundraising Gross Income$0
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
Business relationship with 35% controlled entity
No
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 CFO services. That firm received payment of 118,195 from St. John Lutheran Home. CFO services were also provided 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. 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
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Goeritz
Formed
1985
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
50

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 -75,000. Change in fair value of beneficial interest in ELCA 9,460.”

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 Organization 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 66,939. Rental expenses recorded in revenue for tax reporting -5,496. Interest income reported in fund balance for financial statements 9,263. Fundraising expenses recorded in revenue for tax reporting -1,128.”

Part XII, Line 2D - Other Adjustments:

“Rental expenses recorded in revenue for tax reporting 5,496. Fundraising expenses recorded in revenue for tax reporting 1,128.”

Raw XML AppendixShowing 400 of 529 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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IRS990/Form990PartVIISectionAGrp/PersonNm1Linda Weber
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IRS990/NetAssetsOrFundBalancesEOYAmt02719251
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt048100
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048100
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1128
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1128
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt032185
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt043326
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt011141
IRS990/NetUnrelatedBusTxblIncmAmt09147
IRS990/NetUnrlzdGainsLossesInvstAmt0-92845
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01086548
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0925230
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0772
IRS990/OfficeExpensesGrp/TotalAmt0772
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-65540
IRS990/OtherExpensesGrp/Desc0Fundraising Expenses
IRS990/OtherExpensesGrp/Desc1Organizational Developm
IRS990/OtherExpensesGrp/Desc2Employee Relations
IRS990/OtherExpensesGrp/Desc3Tele Health Care Expens
IRS990/OtherExpensesGrp/FundraisingAmt073955
IRS990/OtherExpensesGrp/FundraisingAmt125488
IRS990/OtherExpensesGrp/ProgramServicesAmt03238
IRS990/OtherExpensesGrp/ProgramServicesAmt126
IRS990/OtherExpensesGrp/TotalAmt073955
IRS990/OtherExpensesGrp/TotalAmt125488
IRS990/OtherExpensesGrp/TotalAmt23238
IRS990/OtherExpensesGrp/TotalAmt326
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Thomas Goeritz
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0130917
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01500
IRS990/PYInvestmentIncomeAmt038773
IRS990/PYOtherExpensesAmt0114625
IRS990/PYOtherRevenueAmt047755
IRS990/PYProgramServiceRevenueAmt0125
IRS990/PYRevenuesLessExpensesAmt0101445
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0116125
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0217570
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0111890
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt043326
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0372
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0129184
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0195397
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Description: Interest in Land Date: 12/31/15 Amount: 1051475.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part VI, List of Unusual Grants:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0136874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0117353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0175812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0227834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0709816
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt079243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt049537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt092232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0128539
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0106569
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0456120
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt065519
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47590
IRS990ScheduleA/PublicSupportPY170Pct00.47290
IRS990ScheduleA/PublicSupportTotal170Amt0580350
IRS990ScheduleA/SubstantialContributorsTotAmt0129466
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0136874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0117353
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0175812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0227834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051943
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0709816
IRS990ScheduleA/TotalSupportAmt01219567
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt011141
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt011286
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt010639
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt010399
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt010166
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt053631
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0403786
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0448945
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt054422
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09263
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0443280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0403786
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30459
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09035
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0440354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0443280
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015510
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt012584
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0417923
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0440354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034447
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt012016
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0402587
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0417923
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt011824
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt06624
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0157216
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01702267
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01659000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt043267
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-92845
IRS990ScheduleD/OtherExpensesIncludedAmt06624
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07480
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07480
IRS990ScheduleD/OtherRevenuesNotIncludedAmt069578
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0330122
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Beneficial Interest in ELCA
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-92845
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt069578
IRS990ScheduleD/RevenueSubtotalAmt0199528
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 Organization 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 66,939. Rental expenses recorded in revenue for tax reporting -5,496. Interest income reported in fund balance for financial statements 9,263. Fundraising expenses recorded in revenue for tax reporting -1,128.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Rental expenses recorded in revenue for tax reporting 5,496. Fundraising expenses recorded in revenue for tax reporting 1,128.
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/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01702267
IRS990ScheduleD/TotalBookValueSecuritiesAmt0330122
IRS990ScheduleD/TotalExpensesPerForm990Amt0157216
IRS990ScheduleD/TotalRevenuePerForm990Amt0269106
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0106683
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0163840
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Thomas Goeritz, Randy Therkilsen, and Sharon Pieschel all have a business relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1St. John Lutheran Home, a related organization, contracted with an outside firm for CFO services. That firm received payment of 118,195 from St. John Lutheran Home. CFO services were also provided to the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2St. John Lutheran Home is the sole member of the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3St. John Lutheran Home board elects the board of the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Significant financial decisions must be approved by St. John Lutheran Home board as the controlling entity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5There are no committees with authority to act on behalf of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The CEO reviews the draft in detail and provide copies to the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The policy currently covers board members and the CEO. Annual statements are reviewed by the CEO. If a board member has a conflict, that individual must refrain from voting on the matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Governing 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Transfers to Related Parties -75,000. Change in fair value of beneficial interest in ELCA 9,460.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Section B, line 15

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,177,677
Liabilities
$458,426
Net assets
$2,719,251
Revenue
$269,106
Expenses
$157,216
Net income
$111,890
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