Civic Intelligence

United Lutheran Program for the Aging Inc.

990 • Fiscal year 2018 • EIN 39-0981434

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization ProfileWWW.LUTHERMANOR.ORG

View Organization Page

4545 North 92nd StreetWauwatosa, WI 53225

(414) 464-3880

Siviq Scores

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

Liabilities / Assets

75th percentile

0.56x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.80x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

20th percentile

-4.5%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$349,369

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

10th percentile

-8.7%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-4.5%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$45,047,443

Down $4,272,082 (-8.7%) from 2017

Net Assets

Down

$20,037,141

Down $2,517,181 (-11%) from 2017

Liabilities

Down

$25,010,302

Down $1,754,901 (-6.6%) from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin20th percentile

Revenue

Down

$31,240,991

Down $1,456,662 (-4.5%) from 2017

Expenses

Up

$32,646,495

Up $99,401 (+0.3%) from 2017

Net Income

Down

-$1,405,504

Down $1,556,063 (-1034%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60M$40M$20M$0Assets 2010: $55,678,687Liabilities 2010: $34,480,221Net Assets 2010: $21,198,4662010Assets 2011: $55,665,516Liabilities 2011: $33,607,396Net Assets 2011: $22,058,1202011Assets 2012: $57,389,482Liabilities 2012: $34,854,705Net Assets 2012: $22,534,7772012Assets 2013: $54,775,419Liabilities 2013: $32,670,141Net Assets 2013: $22,105,2782013Assets 2014: $55,211,165Liabilities 2014: $31,731,501Net Assets 2014: $23,479,6642014Assets 2015: $52,823,487Liabilities 2015: $29,974,057Net Assets 2015: $22,849,4302015Assets 2016: $49,335,684Liabilities 2016: $27,478,549Net Assets 2016: $21,857,1352016Assets 2017: $49,319,525Liabilities 2017: $26,765,203Net Assets 2017: $22,554,3222017Assets 2018: $45,047,443Liabilities 2018: $25,010,302Net Assets 2018: $20,037,1412018Assets 2019: $43,479,299Liabilities 2019: $22,988,069Net Assets 2019: $20,491,2302019Assets 2020: $46,394,633Liabilities 2020: $25,131,980Net Assets 2020: $21,262,6532020Assets 2021: $44,109,199Liabilities 2021: $19,364,525Net Assets 2021: $24,744,6742021Assets 2022: $41,124,824Liabilities 2022: $18,775,589Net Assets 2022: $22,349,2352022Assets 2023: $45,082,707Liabilities 2023: $22,666,832Net Assets 2023: $22,415,8752023Assets 2024: $52,364,342Liabilities 2024: $29,707,828Net Assets 2024: $22,656,5142024

Highlighted filing

2018

Assets$45,047,443
Liabilities$25,010,302
Net Assets$20,037,141
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

$40M$20M$0-$20MExpenses 2010: $37,042,1452010Revenue 2011: $38,373,589Expenses 2011: $37,033,503Net Income 2011: $1,340,0862011Expenses 2012: $37,447,4942012Revenue 2013: $36,502,617Expenses 2013: $36,045,112Net Income 2013: $457,5052013Revenue 2014: $36,462,712Expenses 2014: $35,751,266Net Income 2014: $711,4462014Revenue 2015: $36,072,447Expenses 2015: $35,796,850Net Income 2015: $275,5972015Revenue 2016: $34,946,002Expenses 2016: $36,309,644Net Income 2016: -$1,363,6422016Revenue 2017: $32,697,653Expenses 2017: $32,547,094Net Income 2017: $150,5592017Revenue 2018: $31,240,991Expenses 2018: $32,646,495Net Income 2018: -$1,405,5042018Revenue 2019: $30,065,945Expenses 2019: $30,805,157Net Income 2019: -$739,2122019Revenue 2020: $30,469,570Expenses 2020: $30,221,226Net Income 2020: $248,3442020Revenue 2021: $32,538,554Expenses 2021: $28,978,930Net Income 2021: $3,559,6242021Revenue 2022: $26,200,196Expenses 2022: $28,562,726Net Income 2022: -$2,362,5302022Revenue 2023: $29,651,801Expenses 2023: $30,071,281Net Income 2023: -$419,4802023Revenue 2024: $33,388,920Expenses 2024: $33,139,745Net Income 2024: $249,1752024

Highlighted filing

2018

Revenue$31,240,991
Expenses$32,646,495
Net Income-$1,405,504
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$36,736,756
Mission and Program Overview

Mission

To share god's love by enriching the lives of older adults through excellent housing, care & services.

To share god's love by enriching the lives of older adults by leading the way in abundant living for all who trust us to care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,887,338$20,888,868▼ $2,998,470
Land, Buildings, and Equipment, Net$20,911,590$20,442,960▼ $468,630
Accounts Receivable$2,638,753$2,158,690▼ $480,063
Cash and Non-Interest-Bearing Accounts$966,558$817,668▼ $148,890
Prepaid Expenses and Deferred Charges$303,521$336,247▲ $32,726
Savings and Temporary Cash Investments$118,978$170,459▲ $51,481
Inventories for Sale or Use$52,806$62,078▲ $9,272
Total Assets$49,319,525$45,047,443▼ $4,272,082
Other Assets Total$439,981$170,473▼ $269,508
Liabilities
Tax Exempt Bond Liabilities$14,823,457$13,398,651▼ $1,424,806
Other Liabilities$9,164,867$8,722,473▼ $442,394
Accounts Payable and Accrued Expenses$2,728,167$2,830,570▲ $102,403
Escrow Account Liability$48,712$58,608▲ $9,896
Total Liabilities$26,765,203$25,010,302▼ $1,754,901
Net Assets / Fund Balance
Unrestricted Net Assets$22,522,304$19,966,031▼ $2,556,273
Temporarily Rstr Net Assets$32,018$71,110▲ $39,092
Total Net Assets Fund Balance$22,554,322$20,037,141▼ $2,517,181
Total Liabilities and Net Assets / Fund Balance$49,319,525$45,047,443▼ $4,272,082

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,262,129$50,206,169$63,468,298
Equipment$6,235,960$18,741,579$24,977,539
Other Land Buildings$608,373$1,749,406$2,357,779
Land$336,498-$336,498
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie ChedidCEOFT$225,253$124,116$349,369
Patrick HansenChief Experience OfficerFT$139,175$34,555$173,730
Robyn LefloreNurseFT$142,255$15,020$157,275
Cassandra Mcaffe-haleNurseFT$147,328-$147,328
Julie JolitzChief Clinical OfficerFT$136,064$10,508$146,572
Arthur KeupCFOFT$130,338$6,895$137,233
Lauren MalensekChief Human Resource OfficFT$128,508$1,928$130,436

Board Members and Trustees

NameTitle
Timothy SchoeweChairman
Keith FraleighVice Chair
Karen GibbsDirector
Raymond ZastrowDirector
Stephen KnowlesSecretary
Kristine IwinskiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sodexo INC And AffiliatesDining ServicesPO BOX 360170, Pittsburg, PA 15251$1,931,435
Symbria Rehab INCTherapy Services28100 TORCH PARKWAY SUITE 600, Warrenville, IL 60555$1,045,399
Stu's FlooringFlooring InstallationPO BOX 210857, Milwaukee, WI 53221$638,756
Top Techs TempsTemporary Nursing Staffing150 N SUNNY SLOPE RD STE 215, Brookfield, WI 53005$475,768
TnnTemporary Nursing Staffing7026 W NORTH AVE STE 2W, Chicago, IL 60707$442,932
Revenue and Support

Revenue Composition

Contributions and Grants
$1,327,002
Program Service Revenue
$28,836,186
Investment Income
$785,393
Other Revenue
$292,410
All Other Contributions
$327,002
Change in Net Assets
$-1,405,504

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,240,991
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$31,240,991
Total Revenue per Form 990
$31,240,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,696,326
Other Expenses$14,950,169
Total Fundraising Expense$44,801
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,880,387$3,481,288$388$14,362,063
Depreciation Depletion$2,354,317$106,378-$2,460,695
Other Employee Benefits$1,294,355$368,560$1,516$1,664,431
Occupancy$1,396,559$68,806-$1,465,365
Other Expenses$925,961$236,103$323$1,162,387
Payroll Taxes$860,417$257,766$2,463$1,120,646
Fees for Services Other$668,286$299,752-$968,038
Current Officers, Directors, Trustees, and Key Employees$13,723$437,942$34,937$486,602
Interest$400,060--$400,060
All Other Expenses$327,232--$327,232
Information Technology$80,085$204,229-$284,314
Advertising$17,131$224,158$5,021$246,310
Insurance$245,301--$245,301
Fees for Services Legal-$173,047-$173,047
Office Expenses$10,723$115,200-$125,923
Conferences and Meetings$14,069$89,603-$103,672
Pension Plan Contributions$41,953$20,631-$62,584
Travel$2,478$33,089$153$35,720
Total Functional Expenses$25,825,660$6,776,034$44,801$32,646,495

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,646,495
Total Expenses per Audited Statements$32,646,495
Total Expenses per Form 990$32,646,495
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Founders Fees$8,722,473

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Educational Facilities Authority2012-08-29$21,170,000Refunding of 2009 bonds and funding capital projects

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$21,170,000$18,900,000$7,705,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee is comprised of the officers of the board and is chaired by the chair of the board. They are given authority by the board to perform specific functions, including the annual review of the ceo. When the full board can not meet, in an emergency situation, they are authorized to exercise all power of the board except actions related to election of officer or filling vacancies.”

Form 990, Part VI, Section A, Line 3

“United lutheran program for the aging, inc. Has a contract with sodexo to manage our dining services. Sodexo directly employs management employees, purchases all food, and supervises luther manor's dining service staff.”

Form 990, Part VI, Section B, Line 11B

“The members of the board of directors of united lutheran program for the aging, inc. Have the opportunity to review the form 990 prior to being filed with the irs.”

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

“Board members and officers annually review and sign the conflict of interest policy, disclosing any potential conflicts of interest to the secretary of the board and on an interim basis as conflicts arise as outlined in the policy. The board will review the conflict and detemine the appropriate action. Depending on the type of conflict, directors and officers with conflicts may be allowed to remain on the board, but would be expected to refrain from discussions or voting on matters where a potential conflict exists.”

Form 990, Part VI, Section B, Line 15

“An outside compensation consultant is engaged to review non-profit compensation of like organizations and industry compensation surveys. Based on this data, compensation recommendations are made to the executive committee of the board of the ulpa and approved by this committee. The review was performed by carlson dettmann consulting using data from the 2018 guidestar nonprofit compensation report, the 2018 leading age cemo survey and relevant data from form 990 for comparable organizations. The information was documented by the executive committee of the ulpa board of directors in a rebuttable presumption checklist.”

Form 990, Part VI, Section C, Line 18

“The form 990 is available upon request and online at www.guidestar.org.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements of united lutheran program for the aging, inc. Are made available to the public upon request. The organization will consider requests and make the documents available based on facts and circumstances of the request. The organization's conflict of interest policy is not made available to the public. Some year-end financial information is provided in luther manor's annual impact report.”

Filing and Contact Details

Filer

Filer Name
United Lutheran Program for the Aging
EIN
39-0981434
Phone
4144643880
Address
4545 NORTH 92ND STREET, WAUWATOSA, WI 53225

Signing Officer

Name
Arthur Keup
Title
CFO
Phone
4144646396
Signed
2019-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Chedid
Formed
1957
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
6
Employees
717
Volunteers
373

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Resident funds are held by the organization which residents can access if in need of any amount of money in which the resident has entrusted the organization. These funds are often used for minor purchases. This asset is in correlation with a liability for the same amount.”

PART X, LINE 2:

“The corporation follows the accounting standards for contingencies in evaluating uncertain tax positions. The corporation files informational returns as a tax-exempt organization, which are subject to review and examination by federal, state, and local authorities.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO SHARE GOD'S LOVE BY ENRICHING THE LIVES OF OLDER ADULTS BY LEADING THE WAY IN ABUNDANT LIVING FOR ALL WHO TRUST US TO CARE.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt374116
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt76895
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt913908
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1010508
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt111928
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1224555
IRS990/Form990PartVIISectionAGrp/PersonNm0RAYMOND ZASTROW
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN KNOWLES
IRS990/Form990PartVIISectionAGrp/PersonNm2KAREN GIBBS
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHANIE CHEDID
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTINE IWINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5TIMOTHY SCHOEWE
IRS990/Form990PartVIISectionAGrp/PersonNm6KEITH FRALEIGH
IRS990/Form990PartVIISectionAGrp/PersonNm7ARTHUR KEUP
IRS990/Form990PartVIISectionAGrp/PersonNm8CASSANDRA MCAFFE-HALE
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBYN LEFLORE
IRS990/Form990PartVIISectionAGrp/PersonNm10JULIE JOLITZ
IRS990/Form990PartVIISectionAGrp/PersonNm11LAUREN MALENSEK
IRS990/Form990PartVIISectionAGrp/PersonNm12PATRICK HANSEN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7130338
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8147328
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9143367
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10136064
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11128508
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12149175
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt8NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt9NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF CLINICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF HUMAN RESOURCE OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF EXPERIENCE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-2717
IRS990/GainOrLossGrp/SecuritiesAmt081815
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05494353
IRS990/GrossReceiptsAmt036736756
IRS990/GrossSalesOfInventoryAmt0121268
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0204229
IRS990/InformationTechnologyGrp/ProgramServicesAmt080085
IRS990/InformationTechnologyGrp/TotalAmt0284314
IRS990/InsuranceGrp/ProgramServicesAmt0245301
IRS990/InsuranceGrp/TotalAmt0245301
IRS990/InterestGrp/ProgramServicesAmt0400060
IRS990/InterestGrp/TotalAmt0400060
IRS990/InventoriesForSaleOrUseGrp/BOYAmt052806
IRS990/InventoriesForSaleOrUseGrp/EOYAmt062078
IRS990/InvestmentIncomeGrp/ExclusionAmt0706295
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0706295
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023887338
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020888868
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt071
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt070697154
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020911590
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020442960
IRS990/LandBldgEquipCostOrOtherBssAmt091140114
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02717
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05412538
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SHARE GOD'S LOVE BY ENRICHING THE LIVES OF OLDER ADULTS AND BY LEADING THE WAY IN ABUNDANT LIVING FOR ALL WHO TRUST US TO CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022554322
IRS990/NetAssetsOrFundBalancesEOYAmt020037141
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt079098
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt079098
IRS990/NetIncomeOrLossGrp/ExclusionAmt040758
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt040758
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1111677
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt068806
IRS990/OccupancyGrp/ProgramServicesAmt01396559
IRS990/OccupancyGrp/TotalAmt01465365
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0115200
IRS990/OfficeExpensesGrp/ProgramServicesAmt010723
IRS990/OfficeExpensesGrp/TotalAmt0125923
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0439981
IRS990/OtherAssetsTotalGrp/EOYAmt0170473
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01516
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0368560
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01294355
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01664431
IRS990/OtherExpensesGrp/Desc0ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1DINING FOOD AND SUPPLIE
IRS990/OtherExpensesGrp/Desc2ANCILLARIES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0323
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0659482
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1236103
IRS990/OtherExpensesGrp/ProgramServicesAmt03213124
IRS990/OtherExpensesGrp/ProgramServicesAmt11929055
IRS990/OtherExpensesGrp/ProgramServicesAmt21150444
IRS990/OtherExpensesGrp/ProgramServicesAmt3925961
IRS990/OtherExpensesGrp/TotalAmt03213124
IRS990/OtherExpensesGrp/TotalAmt11929055
IRS990/OtherExpensesGrp/TotalAmt21809926
IRS990/OtherExpensesGrp/TotalAmt31162387
IRS990/OtherLiabilitiesGrp/BOYAmt09164867
IRS990/OtherLiabilitiesGrp/EOYAmt08722473
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1HOUSEKEEPING
IRS990/OtherRevenueMiscGrp/Desc2CAFETERIA INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0218008
IRS990/OtherRevenueMiscGrp/ExclusionAmt125276
IRS990/OtherRevenueMiscGrp/ExclusionAmt28368
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0218008
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt125276
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt28368
IRS990/OtherRevenueTotalAmt0251652
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0388
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03481288
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010880387
IRS990/OtherSalariesAndWagesGrp/TotalAmt014362063
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02463
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0257766
IRS990/PayrollTaxesGrp/ProgramServicesAmt0860417
IRS990/PayrollTaxesGrp/TotalAmt01120646
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt020631
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041953
IRS990/PensionPlanContributionsGrp/TotalAmt062584
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0303521
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0336247
IRS990/PrincipalOfficerNm0STEPHANIE CHEDID
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1FOUNDERS FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028178378
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1657808
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028178378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1657808
IRS990/ProgSrvcAccomActy2Grp/Desc0THE LUTHER MANOR TERRACE (LMT) PROVIDES ENGAGING AND SUPPORTIVE INDEPENDENT LIVING HOUSING AND SERVICES FOR OLDER ADULTS. APARTMENT RESIDENTS OFTEN CHOOSE THE LMT IN ORDER TO BECOME PART OF A LIFE PLAN COMMUNITY SETTING. THE LMT SERVICES AND AMENITIES INCLUDE LIFE ENRICHMENT OPPORTUNITIES, TRANSPORTATION SERVICES, DINING PROGRAM, SPIRITUAL WELLNESS, FITNESS, HEALTH, ENTERTAINMENT AND CULTURAL PROGRAMS. THE LMT ALSO PROVIDES PERSONAL CARE SERVICES TO RESIDENTS THROUGH THE "RESIDENTIAL CARE APARTMENT COMPLEX" RCAC PROGRAM, WHICH HELPS RESIDENTS MAINTAIN INDEPENDENT LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05258151
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05871099
IRS990/ProgSrvcAccomActy3Grp/Desc0THE COURTYARDS AT LUTHER MANOR PROVIDES SUPPORTIVE (ASSISTED) LIVING SERVICES FOR FRAIL ELDERLY WHO RESIDE IN LUTHER MANOR'S LICENSED "COMMUNITY BASED RESIDENTIAL FACILITY (CBRF)". THE COURTYARDS PROGRAM ALSO INCLUDES "SPECIAL CARE" SERVICES FOR PERSONS WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF DEMENTIA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04764037
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05319386
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LUTHER MANOR ADULT DAY CARE CENTERS IN WAUWATOSA AND GRAFTON, WI; LUTHER MANOR RIVER OAKS - A 16 UNIT ASSISTED LIVING FACILITY LOCATED IN MEQUON, WI; AND HOSPICE SERVICES PROVIDED BY LUTHER MANOR HOSPICE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01654344
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01847193
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01348161
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0884834
IRS990/PYOtherExpensesAmt014798934
IRS990/PYOtherRevenueAmt0287616
IRS990/PYProgramServiceRevenueAmt030177042
IRS990/PYRevenuesLessExpensesAmt0150559
IRS990/PYSalariesCompEmpBnftPaidAmt017748160
IRS990/PYTotalExpensesAmt032547094
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032697653
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1405504
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01000000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,047,443
Liabilities
$25,010,302
Net assets
$20,037,141
Revenue
$31,240,991
Expenses
$32,646,495
Net income
-$1,405,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.4$29.7$22.7$33.4$33.1$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$22.7$22.4$29.7$30.1$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.1$18.8$22.3$26.2$28.6$2.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$19.4$24.7$32.5$29.0$3.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.4$25.1$21.3$30.5$30.2$0.25
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$23.0$20.5$30.1$30.8$0.74
2018Detailed filing. Detailed filing data is available for this year.$45.0$25.0$20.0$31.2$32.6$1.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$26.8$22.6$32.7$32.5$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$27.5$21.9$34.9$36.3$1.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.8$30.0$22.8$36.1$35.8$0.28
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.2$31.7$23.5$36.5$35.8$0.71
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$54.8$32.7$22.1$36.5$36.0$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.4$34.9$22.5$37.4
2011Summary only. Only limited summary data is available for this year.$55.7$33.6$22.1$38.4$37.0$1.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$34.5$21.2$37.0
Peer Organizations

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