Civic Intelligence

The Lutheran Home Association Foundation

990 • Fiscal year 2017 • EIN 36-3449735

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 13, 2018

337 S Meridian StreetBelle Blaine, 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

0.37x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

22.12x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

4th percentile

-72%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

89th percentile

$304,531

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 204.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

32nd percentile

-0.7%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Assets

Down

$8,822,444

Down $63,956 (-0.7%) from 2016

Net Assets

Up

$5,527,289

Up $98,886 (+1.8%) from 2016

Liabilities

Down

$3,295,155

Down $162,842 (-4.7%) from 2016

Revenue

Up

$148,960

Up $165,153 (+1020%) from 2016

Expenses

Down

$256,818

Down $562,540 (-69%) from 2016

Net Income

Up

-$107,858

Up $727,693 (+87%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$8,822,444
Liabilities$3,295,155
Net Assets$5,527,289

Operations Trend

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

2017

Revenue$148,960
Expenses$256,818
Net Income-$107,858
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 13, 2018
Return Version
2016v3.1
Gross Receipts
$268,745
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 hte lutheran home association to provide for endowment and funding of special projects for facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,466,939$4,587,152▲ $120,213
Investments in Publicly Traded Securities$1,977,844$1,266,992▼ $710,852
Land, Buildings, and Equipment, Net$498,899$419,063▼ $79,836
Savings and Temporary Cash Investments$26,023$37,019▲ $10,996
Inventories for Sale or Use$760--
Cash and Non-Interest-Bearing Accounts$368$368→ $0
Total Assets$8,886,400$8,822,444▼ $63,956
Other Assets Total$1,915,567$2,511,850▲ $596,283
Liabilities
Escrow Account Liability$2,946,654$2,933,138▼ $13,516
Mortgage Notes Payable Secured by Investment Property$216,240$180,572▼ $35,668
Other Liabilities$162,185$172,111▲ $9,926
Accounts Payable and Accrued Expenses$132,918$9,334▼ $123,584
Total Liabilities$3,457,997$3,295,155▼ $162,842
Net Assets / Fund Balance
Unrestricted Net Assets$4,070,303$4,045,386▼ $24,917
Temporarily Rstr Net Assets$1,358,100$1,481,903▲ $123,803
Total Net Assets Fund Balance$5,428,403$5,527,289▲ $98,886
Total Liabilities and Net Assets / Fund Balance$8,886,400$8,822,444▼ $63,956

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$312,807$148,186$460,993
Land$106,000-$106,000
Equipment$256$8,635$8,891
Other Assets Org$2,511,850--
Other Securities$172,111--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Michael R KlattPresident &$304,531$304,531

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,005
Program Service Revenue
$0
Investment Income
$29,811
Other Revenue
$118,144
All Other Contributions
$1,005
Change in Net Assets
$-107,858

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$151,510Resale Value
Total Noncash Contributions$151,510-

Audited Revenue Reconciliation

Revenue per Audited Statements
$148,960
Revenue Not Reported on Form 990
$82,941
Total Revenue per Audited Statements
$231,901
Total Revenue per Form 990
$148,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,000
Other Expenses$94,259
Salaries, Compensation, and Employee Benefits$57,559
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,000--$105,000
Other Salaries and Wages-$42,186-$42,186
Occupancy$7,568$15,797-$23,365
Fees for Services Management-$18,900-$18,900
Office Expenses$156$15,766-$15,922
Depreciation Depletion$11,452--$11,452
Other Employee Benefits-$11,293-$11,293
Fees for Services Accounting-$11,225-$11,225
Interest$9,705--$9,705
Payroll Taxes-$3,256-$3,256
Fees for Services Other$1,854$43-$1,897
Pension Plan Contributions-$824-$824
Insurance-$668-$668
Advertising-$500-$500
Conferences and Meetings-$245-$245
Fees for Services Legal-$199-$199
Other Expenses-$25-$25
Total Functional Expenses$135,735$121,083$0$256,818

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$256,818
Total Expenses per Audited Statements$256,818
Total Expenses per Form 990$256,818
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Martin Luther CollegeNew Ulm, MN501c3-$30,000
Wells Prison MinistryWaukesha, WI501c3-$25,000
Jesus Cares MinistriesBelle Plaine, MN501c3-$20,000
Wels Kingdom WorkersWaukesha, WI501c3-$20,000
The Lutheran Home AssociationBelle Plaine, MN501c3General Support$10,000
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$172,111
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, Page 6, Part VI, 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 organization. All members of the organization shall be voting members.

Form 990, Page 6, Part VI, Line 11B

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, Page 6, Part VI, Line 12C

All board members sign conflict of interest policies annually. In connection with any actual or possible conflicts of interest, and interested person must diclose 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, Page 6, Part VI, Line 15A

The board of directors of the lutheran home association makes the compensation decision for the president/ceo. The board of birectors is provided its historical salary information for the ceo and with market data of compensation for the industry for the same or similar positions.

Form 990, Page 6, Part VI, 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 Assosication
EIN
36-3449735
Phone
9528736000
Address
337 S MERIDIAN STREET, BELLE BLAINE, MN 56011-1221
Doing Business As
Fka the Lutheran Home Foundation

Signing Officer

Name
Michael R Klatt
Title
President & CEO
Phone
9528736000
Signed
2018-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael R Klatt
Formed
1985
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
Sls
Address
1721 10TH ST E, GLENCOE, MN 55336
Preparer
Timothy L Schuth CPA
Phone
3208646166
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Addition to temp restricted assets 123,803

Financial Statement Notes

Schedule D, Page 2, 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 secondary donor beneficiaries at rates varying from 5.00% to .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.

Schedule D, Page 4, Part XI, Line 4B

Contributions under irrev charitable remainder trusts 0

Raw XML AppendixShowing 400 of 646 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0132918
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09334
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0RAISING FUNDS FOR HTE LUTHERAN HOME ASSOCIATION TO PROVIDE FOR ENDOWMENT AND FUNDING OF SPECIAL PROJECTS FOR FACILITIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0500
IRS990/AdvertisingGrp/TotalAmt0500
IRS990/AllOtherContributionsAmt01005
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0CHRIS MEYER
IRS990/BooksInCareOfDetail/PhoneNum09528734776
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0337 SOUTH MERIDIAN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BELLE PLAINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd056011
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0368
IRS990/CashNonInterestBearingGrp/EOYAmt0368
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0245
IRS990/ConferencesMeetingsGrp/TotalAmt0245
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CostOfGoodsSoldAmt051094
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01005
IRS990/CYGrantsAndSimilarPaidAmt0105000
IRS990/CYInvestmentIncomeAmt029811
IRS990/CYOtherExpensesAmt094259
IRS990/CYOtherRevenueAmt0118144
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-107858
IRS990/CYSalariesCompEmpBnftPaidAmt057559
IRS990/CYTotalExpensesAmt0256818
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0148960
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt011452
IRS990/DepreciationDepletionGrp/TotalAmt011452
IRS990/Desc0LUTHERAN HOME FOUDNATION SUPPORTS THE LUTHERAN HOME ASSOCIATION IN FURTHERANCE OF ITS EXEMPT PURPOSE OF PROVIDING CASE FOR THE AGED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0FKA THE LUTHERAN HOME FOUNDATION
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt02946654
IRS990/EscrowAccountLiabilityGrp/EOYAmt02933138
IRS990/ExpenseAmt0135735
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011225
IRS990/FeesForServicesAccountingGrp/TotalAmt011225
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0199
IRS990/FeesForServicesLegalGrp/TotalAmt0199
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt018900
IRS990/FeesForServicesManagementGrp/TotalAmt018900
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt043
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01854
IRS990/FeesForServicesOtherGrp/TotalAmt01897
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
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/AverageHoursPerWeekRltdOrgRt1138.00
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/AverageHoursPerWeekRt122.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt1249531
IRS990/Form990PartVIISectionAGrp/PersonNm0REV DR BRUCE BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm1MR MATTHEW BUROW
IRS990/Form990PartVIISectionAGrp/PersonNm2REV ELROY V CONRADT
IRS990/Form990PartVIISectionAGrp/PersonNm3MR JEFF DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm4MR WAYNE LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm5REV MICHAEL MUEHLENHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm6MR DAVID OLDENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm7MR TIM SCHUTH
IRS990/Form990PartVIISectionAGrp/PersonNm8MR MARK SCHWAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MR ARVID W SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm10REV MATHEW C RAUH
IRS990/Form990PartVIISectionAGrp/PersonNm11MR LOWELL HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL R KLATT
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/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/ReportableCompFromRltdOrgAmt12255000
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT &
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-68691
IRS990/GainOrLossGrp/SecuritiesAmt07178
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0105000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0105000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0105000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07178
IRS990/GrossReceiptsAmt0268745
IRS990/GrossSalesOfInventoryAmt0151510
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0668
IRS990/InsuranceGrp/TotalAmt0668
IRS990/InterestGrp/ProgramServicesAmt09705
IRS990/InterestGrp/TotalAmt09705
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0760
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt091324
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091324
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04466939
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04587152
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01977844
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01266992
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0156821
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0498899
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0419063
IRS990/LandBldgEquipCostOrOtherBssAmt0575884
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt068691
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0216240
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0180572
IRS990/NetAssetsOrFundBalancesBOYAmt05428403
IRS990/NetAssetsOrFundBalancesEOYAmt05527289
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-61513
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-61513
IRS990/NetIncomeOrLossGrp/ExclusionAmt0100416
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0100416
IRS990/NetUnrlzdGainsLossesInvstAmt082941
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt015797
IRS990/OccupancyGrp/ProgramServicesAmt07568
IRS990/OccupancyGrp/TotalAmt023365
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015766
IRS990/OfficeExpensesGrp/ProgramServicesAmt0156
IRS990/OfficeExpensesGrp/TotalAmt015922
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01915567
IRS990/OtherAssetsTotalGrp/EOYAmt02511850
IRS990/OtherChangesInNetAssetsAmt0123803
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011293
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011293
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES & SUBSCRI
IRS990/OtherExpensesGrp/Desc1LICENSES & PERMITS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0156
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt0156
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/OtherLiabilitiesGrp/BOYAmt0162185
IRS990/OtherLiabilitiesGrp/EOYAmt0172111
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0TRUSTEE FEE REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt017728
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017728
IRS990/OtherRevenueTotalAmt017728
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042186
IRS990/OtherSalariesAndWagesGrp/TotalAmt042186
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03256
IRS990/PayrollTaxesGrp/TotalAmt03256
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0824
IRS990/PensionPlanContributionsGrp/TotalAmt0824
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHAEL R KLATT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt057335
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0650000
IRS990/PYInvestmentIncomeAmt0-229608
IRS990/PYOtherExpensesAmt0105065
IRS990/PYOtherRevenueAmt0156080
IRS990/PYRevenuesLessExpensesAmt0-835551
IRS990/PYSalariesCompEmpBnftPaidAmt064293
IRS990/PYTotalExpensesAmt0819358
IRS990/PYTotalRevenueAmt0-16193
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-107858
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026023
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037019
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410706147
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0170000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE LUTHERAN HOME ASSOCIATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0TLHA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0170000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0312807
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0148186
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0460993
IRS990ScheduleD/EquipmentGrp/BookValueAmt0256
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08635
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08891
IRS990ScheduleD/ExpensesSubtotalAmt0256818
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0106000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0106000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt082941
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02511850
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RELATED PARTY RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0172111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DONOR ADVISED FUND LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04415041
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1172111
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INT IN IRREV CHARITABLE REMAINDER TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MARKETABLE SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/RevenueNotReportedAmt082941
IRS990ScheduleD/RevenueSubtotalAmt0148960
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 SECONDARY DONOR BENEFICIARIES AT RATES VARYING FROM 5.00% TO .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/SupplementalInformationDetail/ExplanationTxt1CONTRIBUTIONS UNDER IRREV CHARITABLE REMAINDER TRUSTS 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0419063
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02511850
IRS990ScheduleD/TotalBookValueSecuritiesAmt04587152
IRS990ScheduleD/TotalExpensesPerForm990Amt0256818
IRS990ScheduleD/TotalLiabilityAmt0172111
IRS990ScheduleD/TotalRevenuePerForm990Amt0148960
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0231901
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0256818
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt320000
IRS990ScheduleI/RecipientTable/CashGrantAmt430000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE LUTHERAN HOME ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WELLS PRISON MINISTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WELS KINGDOM WORKERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JESUS CARES MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MARTIN LUTHER COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0410706147

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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