Civic Intelligence

The Lutheran Home Association Foundation

990 • Fiscal year 2013 • EIN 36-3449735

Oct 01, 2012 to Sep 30, 2013 • Filed on May 08, 2014

Organization ProfileWWW.THLA.ORG
337 Smeridan Street56011-1221
Siviq Scores

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

Liabilities / Assets

74th percentile

0.52x

Higher debt load relative to assets than 74% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

94th percentile

53%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$5,554,996

Up $1,932,120 (+53%) from 2012

Net Assets

Up

$2,655,992

Up $756,494 (+40%) from 2012

Liabilities

Up

$2,899,004

Up $1,175,626 (+68%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$161,281

Down $8,526 (-5.0%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$10M$5.0M$0Assets 2010: $1,587,098Liabilities 2010: $359,275Net Assets 2010: $1,227,8232010Assets 2011: $1,588,043Liabilities 2011: $338,176Net Assets 2011: $1,249,8672011Assets 2012: $3,622,876Liabilities 2012: $1,723,378Net Assets 2012: $1,899,4982012Assets 2013: $5,554,996Liabilities 2013: $2,899,004Net Assets 2013: $2,655,9922013Assets 2015: $8,926,570Liabilities 2015: $3,187,886Net Assets 2015: $5,738,6842015Assets 2016: $8,886,400Liabilities 2016: $3,457,997Net Assets 2016: $5,428,4032016Assets 2017: $8,822,444Liabilities 2017: $3,295,155Net Assets 2017: $5,527,2892017Assets 2018: $6,986,992Liabilities 2018: $2,986,146Net Assets 2018: $4,000,8462018Assets 2019: $7,377,494Liabilities 2019: $3,443,251Net Assets 2019: $3,934,2432019Assets 2020: $7,137,942Liabilities 2020: $3,255,227Net Assets 2020: $3,882,7152020Assets 2021: $7,746,150Liabilities 2021: $3,636,081Net Assets 2021: $4,110,0692021Assets 2022: $7,308,598Liabilities 2022: $3,971,919Net Assets 2022: $3,336,6792022Assets 2023: $7,007,765Liabilities 2023: $3,432,679Net Assets 2023: $3,575,0862023Assets 2024: $7,954,450Liabilities 2024: $3,662,698Net Assets 2024: $4,291,7522024

Highlighted filing

2013

Assets$5,554,996
Liabilities$2,899,004
Net Assets$2,655,992
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $169,6182010Expenses 2011: $154,8122011Expenses 2012: $169,8072012Expenses 2013: $161,2812013Revenue 2015: $818,883Expenses 2015: $337,329Net Income 2015: $481,5542015Revenue 2016: -$16,193Expenses 2016: $819,358Net Income 2016: -$835,5512016Revenue 2017: $148,960Expenses 2017: $256,818Net Income 2017: -$107,8582017Revenue 2018: $653,040Expenses 2018: $188,225Net Income 2018: $464,8152018Revenue 2019: $105,939Expenses 2019: $102,231Net Income 2019: $3,7082019Revenue 2020: $72,030Expenses 2020: $116,863Net Income 2020: -$44,8332020Revenue 2021: $108,734Expenses 2021: $238,308Net Income 2021: -$129,5742021Revenue 2022: $356,614Expenses 2022: $593,181Net Income 2022: -$236,5672022Revenue 2023: $719,166Expenses 2023: $327,759Net Income 2023: $391,4072023Revenue 2024: $753,559Expenses 2024: $355,926Net Income 2024: $397,6332024

Highlighted filing

2013

Revenue-
Expenses$161,281
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
May 8, 2014
Return Version
2012v2.1
Gross Receipts
$1,008,318
Mission and Program Overview

Mission

To share christ's love as we serve the spiritual, physical, intellectual and emotional needs of people entrusted to our care and others whose lives we touch.

Filing and Contact Details

Filer

EIN
36-3449735
Raw XML AppendixShowing 400 of 594 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY07018
IRS990/AccountsPayableAccruedExpenses/EOY05736
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0RAISING FUNDS FOR THE LUTHERAN HOME ASSOCIATION TO PROVIDE FOR ENDOWMENT AND FUNDING OF SPECIAL PROJECTS FOR FACILITIES.
IRS990/AddressPrincipalOfficerUS/AddressLine10337 SMERIDAN STREET
IRS990/AddressPrincipalOfficerUS/City0BELLE PLAINE
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode0560111221
IRS990/Advertising/ManagementAndGeneral04509
IRS990/Advertising/Total04509
IRS990/AllOtherContributions0716039
IRS990/AllOtherExpenses/ProgramServices0773
IRS990/AllOtherExpenses/Total0773
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY0368
IRS990/CashNonInterestBearing/EOY0368
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/ManagementAndGeneral0897
IRS990/ConferencesMeetings/Total0897
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear0716039
IRS990/ContributionsGrantsPriorYear0559877
IRS990/CostOfGoodsSold056900
IRS990/CreditCounseling01
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ProgramServices013738
IRS990/DepreciationDepletion/Total013738
IRS990/DescribedIn501C301
IRS990/Description0LUTHERAN HOME FOUNDATION SUPPORTS THE LUTHERAN HOME ASSOCIATION IN FUTHERANCE OF ITS EXEMPT PURPOSE OF PROVIDING CARE FOR THE AGED.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/EscrowAccountLiability/BOY01396476
IRS990/EscrowAccountLiability/EOY02588305
IRS990/ExcessBenefitTransaction00
IRS990/Expense042951
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral019578
IRS990/FeesForServicesAccounting/Total019578
IRS990/FeesForServicesLegal/ManagementAndGeneral0798
IRS990/FeesForServicesLegal/Total0798
IRS990/FeesForServicesManagement/ManagementAndGeneral017276
IRS990/FeesForServicesManagement/Total017276
IRS990/FeesForServicesOther/ProgramServices01959
IRS990/FeesForServicesOther/Total01959
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek80.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek90.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek100.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek110.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek122.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated01.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated11.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated21.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated31.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated41.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated51.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated61.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated71.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated81.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated91.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated101.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated111.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated1238.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/NamePerson0REV MICHAEL BERG
IRS990/Form990PartVIISectionA/NamePerson1MR MATTHEW BUROW
IRS990/Form990PartVIISectionA/NamePerson2REV ELROY V CONRADT
IRS990/Form990PartVIISectionA/NamePerson3REV HENRY T KOCH
IRS990/Form990PartVIISectionA/NamePerson4MR BILL MEIER
IRS990/Form990PartVIISectionA/NamePerson5MR JOEL MEYER
IRS990/Form990PartVIISectionA/NamePerson6MR MARK SCHWAN
IRS990/Form990PartVIISectionA/NamePerson7MR PAUL YANCY
IRS990/Form990PartVIISectionA/NamePerson8MR ARVID W SCHWARTZ
IRS990/Form990PartVIISectionA/NamePerson9MR TERRY A NEUBARTH
IRS990/Form990PartVIISectionA/NamePerson10REV MATTHEW C RAUH
IRS990/Form990PartVIISectionA/NamePerson11MR LOWELL HOFFMAN
IRS990/Form990PartVIISectionA/NamePerson12MR MICHAEL R KLATT
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation1221226
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs12177112
IRS990/Form990PartVIISectionA/Title0DIRECTOR
IRS990/Form990PartVIISectionA/Title1DIRECTOR
IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8CHAIRMAN
IRS990/Form990PartVIISectionA/Title9VICE-CHAIRMAN
IRS990/Form990PartVIISectionA/Title10SECRETARY
IRS990/Form990PartVIISectionA/Title11TREASURER
IRS990/Form990PartVIISectionA/Title12PRESIDENT & CEO
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts01008318
IRS990/GrossSalesOfInventory0226008
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/ManagementAndGeneral03163
IRS990/Insurance/Total03163
IRS990/Interest/ProgramServices018349
IRS990/Interest/Total018349
IRS990/InventoriesForSaleOrUse/BOY0680
IRS990/InventoriesForSaleOrUse/EOY0680
IRS990/InvestmentIncomeCurrentYear052831
IRS990/InvestmentIncome/ExclusionAmount052831
IRS990/InvestmentIncomePriorYear022207
IRS990/InvestmentIncome/TotalRevenueColumn052831
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY01808502
IRS990/InvestmentsOtherSecurities/EOY03776740
IRS990/InvestmentsPubTradedSecurities/BOY0487241
IRS990/InvestmentsPubTradedSecurities/EOY0537191
IRS990/LandBldgEquipmentAccumDeprec0106480
IRS990/LandBuildingsEquipmentBasis0644268
IRS990/LandBuildingsEquipmentBasisNet/BOY0482836
IRS990/LandBuildingsEquipmentBasisNet/EOY0537788
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MiscellaneousRevenue/ExclusionAmount0658
IRS990/MiscellaneousRevenue/TotalRevenueColumn0658
IRS990/MissionDescription0IN CHRIST'S LOVE, THE MISSION OF THE LUTHERAN HOME ASSOCIATION IS TO PROVIDE FOR THE SPIRITUAL, PHYSICAL, MENTAL AND EMOTIONAL NEEDS OF PEOPLE ENTRUSTED TO OUR CARE.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY0319884
IRS990/MortNotesPyblSecuredInvestProp/EOY0304963
IRS990/NameOfPrincipalOfficerPerson0MICHAEL R KLATT
IRS990/NbrIndependentVotingMembers012
IRS990/NbrVotingGoverningBodyMembers012
IRS990/NbrVotingMembersGoverningBody012
IRS990/NetAssetsOrFundBalancesBOY01899498
IRS990/NetAssetsOrFundBalancesEOY02655992
IRS990/NetIncomeOrLoss/ExclusionAmount0169108
IRS990/NetIncomeOrLoss/TotalRevenueColumn0169108
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers012
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees01
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral014076
IRS990/Occupancy/ProgramServices07061
IRS990/Occupancy/Total021137
IRS990/OfficeExpenses/ManagementAndGeneral07592
IRS990/OfficeExpenses/ProgramServices01071
IRS990/OfficeExpenses/Total08663
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0662409
IRS990/OtherAssetsTotal/EOY0598312
IRS990/OtherEmployeeBenefits/ManagementAndGeneral011135
IRS990/OtherEmployeeBenefits/Total011135
IRS990/OtherExpensePriorYear0119188
IRS990/OtherExpensesCurrentYear0110894
IRS990/OtherRevenueCurrentYear0182548
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0TRUSTEE FEE REVENUE
IRS990/OtherRevenueMisc/ExclusionAmount012782
IRS990/OtherRevenueMisc/TotalRevenueColumn012782
IRS990/OtherRevenuePriorYear0178517
IRS990/OtherSalariesAndWages/ManagementAndGeneral036803
IRS990/OtherSalariesAndWages/Total036803
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral02449
IRS990/PayrollTaxes/Total02449
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/EOY01034
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0790137
IRS990/ReconciliationUnrealizedInvest0-33643
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity01
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0790137
IRS990/RevenuesLessExpensesPriorYear0590794
IRS990/SalariesEtcCurrentYear050387
IRS990/SalariesEtcPriorYear050619
IRS990/SavingsAndTempCashInvestments/BOY0180840
IRS990/SavingsAndTempCashInvestments/EOY0102883
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0410706147
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THE LUTHERAN HOME ASSOCIATION
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization01
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/AgentTrusteeEtc00
IRS990ScheduleD/Buildings/BookValue0362680
IRS990ScheduleD/Buildings/Depreciation098313
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis0460993
IRS990ScheduleD/Equipment/BookValue0417
IRS990ScheduleD/Equipment/Depreciation08167
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis08584
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0161281
IRS990ScheduleD/ExplanationInPartXIII0X
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE FOUNDATION IS THE TRUSTEE AND REMAINDER BENEFICIARY OF THE IRREVOCABLE CHARITABLE REMAINDER TRUSTS. CONTRIBUTION REVENUE AND A RELATED CONTRIBUTION RECEIVABLE IS RECOGNIZED AT THE DATE THE TRUSTS ARE ESTABLISHED AT AN AMOUNT EQUAL TO THE PRESENT VALUE OF THE ASSOCIATIONS REMAINDER INTEREST IN THE TRUST. THE CONTRIBUTION RECEIVABLE IS ADJUSTED DURING THE TERM OF THE TRUST FOR CHANGES IN THE ESTIMATE OF FUTURE BENEFITS, AND SUCH CHANGES ARE INCLUDED AS REVENUE OF TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS, AS APPLICABLE. THE ASSOCIATION SERVES AS THE RECEIVING AND DISBURSING FISCAL AGENT FOR CERTAIN CHARITABLE REMAINDER TRUST FOR WHICH IT IS A BENEFICIARY. UNDER THESE CHARITABLE REMAINDER TRUSTS THE ASSOCIATION IS OBLIGATED TO MAKE REGULAR PAYMENTS TO THE PRIMARY AND ANY SECONDARY DONOR BENEFICIARIES AT RATES VARYING FROM 5.00% TO 7.00% BASED ON THE VALUE OF THE TRUST ASSETS. THE LIABILITY DUE TO THE PRIMARY AND ANY SECONDARY DONOR BENEFICIARIES IS RECORDED AT THE NET PRESENT VALUE OF THE ESTIMATED PAYMENTS USING DISCOUNT FACTORS EQUAL TO THE REQUIRED PAYMENT RATE.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE ASSOCIATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION HAS NOT RECORDED ANY ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS AS OF SEPTEMBER 30, 2013 AND 2012. THE ASSOCIATION'S FEDERAL RETURNS FOR TAX YEARS 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2CONTRIBUTIONS UNDER IRREVOCABLE CHARITABLE REMAINDER TRUSTS 625,483.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART IV, LINE 2B:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/IncludedOnFS01
IRS990ScheduleD/Land/BookValue0174691
IRS990ScheduleD/Land/OtherCostOrOtherBasis0174691
IRS990ScheduleD/NetUnrealizedGainsInvestments0-33643
IRS990ScheduleD/OtherAssets/BookValue0598312
IRS990ScheduleD/OtherAssets/Description0RELATED PARTY RECEIVABLE
IRS990ScheduleD/OtherRevenuesNotIncluded0625483
IRS990ScheduleD/OtherSecurities/BookValue03776740
IRS990ScheduleD/OtherSecurities/Description0BENEFICIAL INTEREST IN IRREVOCABLE CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/RevenueNotRptdF9900-33643
IRS990ScheduleD/RevenueNotRptdOnFinStmt0625483
IRS990ScheduleD/RevenueSubtotal0325935
IRS990ScheduleD/TotalBookValueOtherAssets0598312
IRS990ScheduleD/TotalExpensesPerForm9900161281
IRS990ScheduleD/TotalOfBookValueLandBuildings0537788
IRS990ScheduleD/TotalOfBookValueSecurities03776740
IRS990ScheduleD/TotalRevenuePerForm9900951418
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0161281
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0292292
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0177112
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MR MICHAEL R KLATT
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs021226
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/Title0PRESIDENT & CEO
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0198338
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0THE MEMBERS OF THE ORGANIZATION SHALL BE THE PERSONS WHO COMPRISE THE BOARD OF DIRECTORS OF THE LUTHERAN HOME ASSOCIATION, A MINNESOTA NONPROFIT CORPORATION. ANY PERSON WHO CEASES TO SERVE ON THE BOARD OF DIRECTORS OF THE LUTHERAN HOME ASSOCIATION, FOR ANY REASON, SHALL AUTOMATICALLY CEASE TO BE A MEMBER OF THE FOUNDATION. ALL MEMBERS OF THE FOUNDATION SHALL BE VOTING MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990 IS REVIEWED BY THE CEO AND CORPORATE CONTROLLER PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/GeneralExplanation/Explanation2ALL BOARD MEMBERS SIGN CONFLICT OF INTEREST POLICIES ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE INTERESTED PERSON IS A MEMBER OF THE BOARD OR COMMITTEE, HE SHALL BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT THE MEETING THAT DECIDES IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD OF DIRECTORS OF THE LUTHERAN HOME ASSOCIATION MAKES THE COMPENSATION DECISION FOR THE PRESIDENT/CEO. THE BOARD OF DIRECTORS IS PROVIDED WITH HISTORICAL SALARY INFORMATION FOR THE CEO AND WITH MARKET DATA OF COMPENSATION FOR THE INDUSTRY FOR THE SAME OR SIMILAR POSITIONS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10337 SOUTH MERIDIAN STREET

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,554,996
Liabilities
$2,899,004
Net assets
$2,655,992
Revenue
-
Expenses
$161,281
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.95$3.66$4.29$0.75$0.36$0.40
2023Detailed filing. Detailed filing data is available for this year.$7.01$3.43$3.58$0.72$0.33$0.39
2022Detailed filing. Detailed filing data is available for this year.$7.31$3.97$3.34$0.36$0.59$0.24
2021Detailed filing. Detailed filing data is available for this year.$7.75$3.64$4.11$0.11$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$7.14$3.26$3.88$0.07$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.38$3.44$3.93$0.11$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.99$2.99$4.00$0.65$0.19$0.46
2017Detailed filing. Detailed filing data is available for this year.$8.82$3.30$5.53$0.15$0.26$0.11
2016Detailed filing. Detailed filing data is available for this year.$8.89$3.46$5.43$0.02$0.82$0.84
2015Detailed filing. Detailed filing data is available for this year.$8.93$3.19$5.74$0.82$0.34$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$2.90$2.66$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$1.72$1.90$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.34$1.25$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.36$1.23$0.17