Civic Intelligence

The Lutheran Home Association Foundation

990 • Fiscal year 2016 • EIN 36-3449735

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 11, 2017

Organization Profilewww.tlha.org
337 S Meridian StreetBelle Plaine, MN 56011-1221

(952) 873-6000

Siviq Scores

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

Liabilities / Assets

68th percentile

0.39x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

5160%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$238,236

Higher top officer pay than 82% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

40th percentile

-0.4%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$8,886,400

Down $40,170 (-0.5%) from 2015

Net Assets

Down

$5,428,403

Down $310,281 (-5.4%) from 2015

Liabilities

Up

$3,457,997

Up $270,111 (+8.5%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$16,193

Down $835,076 (-102%) from 2015

Expenses

Up

$819,358

Up $482,029 (+143%) from 2015

Net Income

Down

-$835,551

Down $1,317,105 (-274%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2016

Assets$8,886,400
Liabilities$3,457,997
Net Assets$5,428,403
Open 2016 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

2016

Revenue-$16,193
Expenses$819,358
Net Income-$835,551
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 11, 2017
Return Version
2015v3.0
Gross Receipts
$1,004,996
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.

Raising funds for the Lutheran Home Association to provide for endowment and funding of special projects for facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,365,290$4,466,939▼ $1,898,351
Investments in Publicly Traded Securities$192,763$1,977,844▲ $1,785,081
Land, Buildings, and Equipment, Net$511,238$498,899▼ $12,339
Savings and Temporary Cash Investments$8,040$26,023▲ $17,983
Inventories for Sale or Use$565$760▲ $195
Cash and Non-Interest-Bearing Accounts$368$368→ $0
Total Assets$8,926,570$8,886,400▼ $40,170
Other Assets Total$1,848,306$1,915,567▲ $67,261
Liabilities
Escrow Account Liability$2,778,810$2,946,654▲ $167,844
Mortgage Notes Payable Secured by Investment Property$250,202$216,240▼ $33,962
Other Liabilities$156,582$162,185▲ $5,603
Accounts Payable and Accrued Expenses$2,292$132,918▲ $130,626
Total Liabilities$3,187,886$3,457,997▲ $270,111
Net Assets / Fund Balance
Unrestricted Net Assets$4,495,216$4,070,303▼ $424,913
Temporarily Rstr Net Assets$1,243,468$1,358,100▲ $114,632
Total Net Assets Fund Balance$5,738,684$5,428,403▼ $310,281
Total Liabilities and Net Assets / Fund Balance$8,926,570$8,886,400▼ $40,170

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$324,208$136,785$460,993
Land$174,691-$174,691
Equipment$0$8,584$8,584
Other Assets Org$1,915,567--
Other Securities$162,185--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleOtherTotal
Mr Max ScheuerCFO (Thru July)$104,354$104,354

Board Members and Trustees

NameTitle
Mr Arvid W SchwartzChairman
Mr Michael R KlattPresident & CEO
Mr Bill MeierDirector
Mr David OldenburgDirector
Mr Jeff DavisDirector
Mr Mark SchwanDirector
Mr Matthew BurowDirector
Mr Paul YancyDIrector
Mr Tim SchuthDirector
Mr Wayne LarsonDirector
Mr joel meyerDirector
Rev Elroy V ConradtDirector
Rev Henry T KochDirector
Rev Michael BergDirector
Mr Elton StrohDirector (Thru January)
Ms Mary Sue MegerCFO (Beg June 2016)
Rev MatTHEW C RauhSecretary
Mr Lowell HoffmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,335
Program Service Revenue
$0
Investment Income
$-229,608
Other Revenue
$156,080
All Other Contributions
$57,335
Change in Net Assets
$-835,551

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$212,854Resale Value
Total Noncash Contributions$212,854-

Audited Revenue Reconciliation

Revenue per Audited Statements
$-41,193
Revenue Not Reported on Financial Statements
$25,000
Revenue Not Reported on Form 990
$9,385
Other Revenue Adjustments
$25,000
Total Revenue per Audited Statements
$-31,808
Total Revenue per Form 990
$-16,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$650,000
Other Expenses$105,065
Salaries, Compensation, and Employee Benefits$64,293
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$650,000--$650,000
Other Salaries and Wages$1,601$46,936-$48,537
Fees for Services Management-$23,052-$23,052
Occupancy$6,681$15,985-$22,666
Office Expenses$414$21,200-$21,614
Depreciation Depletion$12,338--$12,338
Interest$11,338--$11,338
Other Employee Benefits-$11,266-$11,266
Fees for Services Accounting-$9,513-$9,513
Payroll Taxes$122$3,564-$3,686
Fees for Services Other$1,669--$1,669
Fees for Services Legal-$1,200-$1,200
Advertising-$892-$892
Pension Plan Contributions-$804-$804
Insurance-$663-$663
Other Expenses-$45-$45
Total Functional Expenses$684,163$135,195$0$819,358

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$819,358
Total Expenses per Audited Statements$819,358
Total Expenses per Form 990$819,358
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lutheran Home AssociationBelle Plaine, MN501(c)(3)General Support$225,000
Martin Luther CollegeNew Ulm, MN501(c)(3)International Student Aid Foundation$75,000
WELS Kingdom WorkersWauwatosa, WI501(c)(3)General Support$70,000
St Paul's Lutheran ChurchRedwood Falls, MN501(c)(3)General Support$50,000
St John's Lutheran SchoolBelle Plaine, MN501(c)(3)General Support$40,000
Jesus Cares Ministries IncNew Ulm, MN501(c)(3)General Support$35,000
First Choice Pregnancy ServicesWaukesha, WI501(c)(3)General Support$30,000
Wisconsin Evangelical Lutheran Synod-501(c)(3)General Support$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Donor Advised Fund Liability$162,185
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The 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.”

Form 990, Part VI, Section B, line 11

“FORM 990 IS REVIEWED BY THE CEO, CFO AND CORPORATE CONTROLLER PRIOR TO PRESENTING TO THE BOARD OF DIRECTORS after submission to the Internal Revenue Service.”

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

“All 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.”

Form 990, Part VI, Section B, line 15

“The 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.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Lutheran Home Association Foundation
EIN
36-3449735
Phone
9528736000
Address
337 S Meridian Street, Belle Plaine, MN 56011-1221
Doing Business As
FKA The Lutheran Home Foundation

Signing Officer

Name
Michael R Klatt
Title
President & CEO
Phone
9528736000
Signed
2017-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael R Klatt
Formed
1985
Legal Domicile
Mn
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
25

Preparer

Firm
Wipfli LLP
Address
7601 France Avenue South Suite 400, Minneapolis, MN 55435
Preparer
Tim A Ritter CPA
Phone
9525483400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Net assets released from restricitions 9,385.”

Financial Statement Notes

Part IV, Line 2B:

“The 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 trusts 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.”

Part XI, Line 2D - Other Adjustments:

“Net Assets Released from restrictions 9,385.”

Part XI, Line 4B - Other Adjustments:

“Contributions under irrevocable charitable remainder trusts 25,000.”

Raw XML AppendixShowing 400 of 756 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02292
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0132918
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Raising funds for the Lutheran Home Association to provide for endowment and funding of special projects for facilities.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0892
IRS990/AdvertisingGrp/TotalAmt0892
IRS990/AllOtherContributionsAmt057335
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY SUE MEGER
IRS990/BooksInCareOfDetail/PhoneNum09528736000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0337 S MERIDIAN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BELLE PLAINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd056011
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0368
IRS990/CashNonInterestBearingGrp/EOYAmt0368
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CostOfGoodsSoldAmt076636
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt057335
IRS990/CYGrantsAndSimilarPaidAmt0650000
IRS990/CYInvestmentIncomeAmt0-229608
IRS990/CYOtherExpensesAmt0105065
IRS990/CYOtherRevenueAmt0156080
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-835551
IRS990/CYSalariesCompEmpBnftPaidAmt064293
IRS990/CYTotalExpensesAmt0819358
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-16193
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012338
IRS990/DepreciationDepletionGrp/TotalAmt012338
IRS990/Desc0Lutheran Home Foundation supports the Lutheran Home Association in furtherance of its exempt purpose of providing care for the aged.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0FKA The Lutheran Home Foundation
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt02778810
IRS990/EscrowAccountLiabilityGrp/EOYAmt02946654
IRS990/ExpenseAmt0684163
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09513
IRS990/FeesForServicesAccountingGrp/TotalAmt09513
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesLegalGrp/TotalAmt01200
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt023052
IRS990/FeesForServicesManagementGrp/TotalAmt023052
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01669
IRS990/FeesForServicesOtherGrp/TotalAmt01669
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt151.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1638.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1738.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1838.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1639624
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt188278
IRS990/Form990PartVIISectionAGrp/PersonNm0Rev Michael Berg
IRS990/Form990PartVIISectionAGrp/PersonNm1Mr Matthew Burow
IRS990/Form990PartVIISectionAGrp/PersonNm2Rev Elroy V Conradt
IRS990/Form990PartVIISectionAGrp/PersonNm3Mr Jeff Davis
IRS990/Form990PartVIISectionAGrp/PersonNm4Rev Henry T Koch
IRS990/Form990PartVIISectionAGrp/PersonNm5Mr Wayne Larson
IRS990/Form990PartVIISectionAGrp/PersonNm6Mr Bill Meier
IRS990/Form990PartVIISectionAGrp/PersonNm7Mr joel meyer
IRS990/Form990PartVIISectionAGrp/PersonNm8Mr David Oldenburg
IRS990/Form990PartVIISectionAGrp/PersonNm9Mr Tim Schuth
IRS990/Form990PartVIISectionAGrp/PersonNm10Mr Mark Schwan
IRS990/Form990PartVIISectionAGrp/PersonNm11Mr Elton Stroh
IRS990/Form990PartVIISectionAGrp/PersonNm12Mr Paul Yancy
IRS990/Form990PartVIISectionAGrp/PersonNm13Mr Arvid W Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm14Rev MatTHEW C Rauh
IRS990/Form990PartVIISectionAGrp/PersonNm15Mr Lowell Hoffman
IRS990/Form990PartVIISectionAGrp/PersonNm16MR MICHAEL R KLATT
IRS990/Form990PartVIISectionAGrp/PersonNm17Ms Mary Sue Meger
IRS990/Form990PartVIISectionAGrp/PersonNm18Mr Max Scheuer
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16198612
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1896076
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director (Thru January)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIrector
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO (Beg June 2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO (Thru July)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-320040
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0650000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0650000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0650000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0624513
IRS990/GrossReceiptsAmt01004996
IRS990/GrossSalesOfInventoryAmt0212854
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0663
IRS990/InsuranceGrp/TotalAmt0663
IRS990/InterestGrp/ProgramServicesAmt011338
IRS990/InterestGrp/TotalAmt011338
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0565
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0760
IRS990/InvestmentIncomeGrp/ExclusionAmt090432
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090432
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06365290
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04466939
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0192763
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01977844
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0145369
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0511238
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0498899
IRS990/LandBldgEquipCostOrOtherBssAmt0644268
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0944553
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0250202
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0216240
IRS990/NetAssetsOrFundBalancesBOYAmt05738684
IRS990/NetAssetsOrFundBalancesEOYAmt05428403
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-320040
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-320040
IRS990/NetIncomeOrLossGrp/ExclusionAmt0136218
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0136218
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0515758
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015985
IRS990/OccupancyGrp/ProgramServicesAmt06681
IRS990/OccupancyGrp/TotalAmt022666
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021200
IRS990/OfficeExpensesGrp/ProgramServicesAmt0414
IRS990/OfficeExpensesGrp/TotalAmt021614
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01848306
IRS990/OtherAssetsTotalGrp/EOYAmt01915567
IRS990/OtherChangesInNetAssetsAmt09385
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011266
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011266
IRS990/OtherExpensesGrp/Desc0Licenses & permits
IRS990/OtherExpensesGrp/Desc1Membership dues
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145
IRS990/OtherExpensesGrp/TotalAmt075
IRS990/OtherExpensesGrp/TotalAmt145
IRS990/OtherLiabilitiesGrp/BOYAmt0156582
IRS990/OtherLiabilitiesGrp/EOYAmt0162185
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Trustee Fee Revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt019862
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019862
IRS990/OtherRevenueTotalAmt019862
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046936
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01601
IRS990/OtherSalariesAndWagesGrp/TotalAmt048537
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03564
IRS990/PayrollTaxesGrp/ProgramServicesAmt0122
IRS990/PayrollTaxesGrp/TotalAmt03686
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0804
IRS990/PensionPlanContributionsGrp/TotalAmt0804
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Michael R Klatt
IRS990/PriorPeriodAdjustmentsAmt0127
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0484154
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0160050
IRS990/PYInvestmentIncomeAmt0166606
IRS990/PYOtherExpensesAmt0110830
IRS990/PYOtherRevenueAmt0168123
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0481554
IRS990/PYSalariesCompEmpBnftPaidAmt066449
IRS990/PYTotalExpensesAmt0337329
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0818883
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-835551
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08040
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026023
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410706147
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0225000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE LUTHERAN HOME ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,886,400
Liabilities
$3,457,997
Net assets
$5,428,403
Revenue
-$16,193
Expenses
$819,358
Net income
-$835,551
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