Civic Intelligence

Lutheran Home Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1478794

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization ProfileWWW.THELUTHERANHOME.ORG
7500 W North AvenueWauwatosa, WI 53213

(414) 256-6836

Siviq Scores

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

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

1.13x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

3rd percentile

-101%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-45%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$15,038,991

Up $1,619,632 (+12%) from 2016

Net Assets

Up

$13,512,400

Up $556,765 (+4.3%) from 2016

Liabilities

Up

$1,526,591

Up $1,062,867 (+229%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin3rd percentile

Revenue

Down

$1,347,657

Down $1,101,374 (-45%) from 2016

Expenses

Up

$2,710,815

Up $1,908,193 (+238%) from 2016

Net Income

Down

-$1,363,158

Down $3,009,567 (-183%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,367,171Liabilities 2010: $53,517Net Assets 2010: $8,313,6542010Assets 2011: $8,412,063Liabilities 2011: $53,159Net Assets 2011: $8,358,9042011Assets 2012: $11,900,885Liabilities 2012: $108,693Net Assets 2012: $11,792,1922012Assets 2013: $3,528,323Liabilities 2013: $92,053Net Assets 2013: $3,436,2702013Assets 2014: $4,240,638Liabilities 2014: $913,544Net Assets 2014: $3,327,0942014Assets 2015: $12,399,689Liabilities 2015: $1,222,935Net Assets 2015: $11,176,7542015Assets 2016: $13,419,359Liabilities 2016: $463,724Net Assets 2016: $12,955,6352016Assets 2017: $15,038,991Liabilities 2017: $1,526,591Net Assets 2017: $13,512,4002017Assets 2018: $15,112,905Liabilities 2018: $177,889Net Assets 2018: $14,935,0162018Assets 2019: $12,424,625Liabilities 2019: $2,190Net Assets 2019: $12,422,4352019Assets 2020: $13,427,979Liabilities 2020: $1,253Net Assets 2020: $13,426,7262020Assets 2021: $14,610,235Liabilities 2021: $61,953Net Assets 2021: $14,548,2822021Assets 2022: $11,403,808Liabilities 2022: $370,470Net Assets 2022: $11,033,3382022Assets 2023: $12,462,106Liabilities 2023: $217,098Net Assets 2023: $12,245,0082023Assets 2024: $13,543,663Liabilities 2024: $5,482Net Assets 2024: $13,538,1812024

Highlighted filing

2017

Assets$15,038,991
Liabilities$1,526,591
Net Assets$13,512,400
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $538,9292010Expenses 2011: $628,0902011Expenses 2012: $343,4932012Revenue 2013: $567,723Expenses 2013: $8,948,279Net Income 2013: -$8,380,5562013Revenue 2014: $714,302Expenses 2014: $835,717Net Income 2014: -$121,4152014Revenue 2015: $10,932,695Expenses 2015: $2,511,512Net Income 2015: $8,421,1832015Revenue 2016: $2,449,031Expenses 2016: $802,622Net Income 2016: $1,646,4092016Revenue 2017: $1,347,657Expenses 2017: $2,710,815Net Income 2017: -$1,363,1582017Revenue 2018: $3,566,413Expenses 2018: $1,564,418Net Income 2018: $2,001,9952018Revenue 2019: $4,333,591Expenses 2019: $7,608,543Net Income 2019: -$3,274,9522019Revenue 2020: $2,576,052Expenses 2020: $2,464,408Net Income 2020: $111,6442020Revenue 2021: $1,150,964Expenses 2021: $719,283Net Income 2021: $431,6812021Revenue 2022: -$102,733Expenses 2022: $2,210,542Net Income 2022: -$2,313,2752022Revenue 2023: $1,428,577Expenses 2023: $792,897Net Income 2023: $635,6802023Revenue 2024: $1,782,275Expenses 2024: $763,890Net Income 2024: $1,018,3852024

Highlighted filing

2017

Revenue$1,347,657
Expenses$2,710,815
Net Income-$1,363,158
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$16,013,459
Mission and Program Overview

Mission

The lutheran home foundation, inc. Is a nonprofit organization that raises, stewards and distributes funds to sustain and advance the christian mission of the lutheran home, inc. And harwood place, inc. The lutheran home and harwood place are dedicated to serving older adults and enriching the lives of those we touch by providing compassionate and loving care.

The lutheran home foundation, inc. Is a nonprofit organization that raises, stewards and distributes funds to sustain and advance the christian mission of the lutheran home and harwood place.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,477,820$8,441,567▲ $963,747
Investments Other Securities-$3,552,993-
Pledges and Grants Receivable$0$1,256,774▲ $1,256,774
Land, Buildings, and Equipment, Net$648,138$647,207▼ $931
Savings and Temporary Cash Investments$3,964,093$429,499▼ $3,534,594
Cash and Non-Interest-Bearing Accounts$1,291,755$373,204▼ $918,551
Prepaid Expenses and Deferred Charges$29,370$26,388▼ $2,982
Accounts Receivable$8,183$26,359▲ $18,176
Total Assets$13,419,359$15,038,991▲ $1,619,632
Other Assets Total$0$285,000▲ $285,000
Liabilities
Other Liabilities$457,294$1,521,108▲ $1,063,814
Accounts Payable and Accrued Expenses$6,430$5,483▼ $947
Total Liabilities$463,724$1,526,591▲ $1,062,867
Net Assets / Fund Balance
Unrestricted Net Assets$12,839,551$11,988,977▼ $850,574
Temporarily Rstr Net Assets$116,084$1,523,423▲ $1,407,339
Total Net Assets Fund Balance$12,955,635$13,512,400▲ $556,765
Total Liabilities and Net Assets / Fund Balance$13,419,359$15,038,991▲ $1,619,632

Asset Categories

AssetBook ValueDepreciationBasis
Land$641,112-$641,112
Equipment$6,095$40,066$46,161
Other Securities$393,520--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Tim ReardonChairperson
Scott McfaddenPresident & CEO
Brian KilbVice Chairperson
Amy HartwigDirector
Ben JuechDirector
Colleen FoleyDirector
Karen E HugDirector
Matt BurowDirector
Matt SmithDirector
Rev Dan SchneiderDirector
Robb MoodieDirector
Tracey CarsonDirector
Heidi MayerExecutive Director
Diana RaaschSecretary
Mike HodanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mcdonald Schaefer LLCFundraising Consulting Services2810 CROSSROADS DRIVE SUITE 4000, Madison, WI 53718$103,197
Revenue and Support

Revenue Composition

Contributions and Grants
$871,260
Program Service Revenue
$0
Investment Income
$427,483
Other Revenue
$48,914
All Other Contributions
$738,047
Change in Net Assets
$-1,363,158

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$285,000Appraised Value
Securities Publicly Traded2$104,311Fair Market Value
Total Noncash Contributions3$389,311-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,226,063
Revenue Not Reported on Financial Statements
$121,594
Revenue Not Reported on Form 990
$2,091,657
Other Revenue Adjustments
$121,594
Total Revenue per Audited Statements
$3,317,720
Total Revenue per Form 990
$1,347,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,263,447
Other Expenses$447,368
Total Fundraising Expense$313,059
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,238,447--$2,238,447
Fees for Services Management--$187,623$187,623
Fees for Services Other--$107,416$107,416
Occupancy-$60,268-$60,268
Fees for Service Investment Mgmnt Fees-$39,786-$39,786
Grants to Domestic Individuals$25,000--$25,000
Fees for Services Legal-$14,443-$14,443
Advertising--$12,145$12,145
Insurance-$6,593-$6,593
Other Expenses-$6,303-$6,303
Information Technology-$4,230-$4,230
Office Expenses-$1,707$2,498$4,205
Travel-$48$3,377$3,425
Depreciation Depletion-$931-$931
Total Functional Expenses$2,263,447$134,309$313,059$2,710,815

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,760,955
Expenses per Audited Statements$2,710,815
Total Expenses per Form 990$2,710,815
Expenses Not Reported on Form 990$50,140
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lutheran Home IncWauwatosa, WI501(c)(3)Property Upgrades$2,233,253
Harwood Place IncWauwatosa, WI501(c)(3)Property Upgrades$5,194
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$88,654
Fundraising Direct Expenses$50,140
Gaming Gross Income$10,400
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monarch Ball$221,867$88,654$9,734$78,920
Total Events$221,867$88,654$50,140$38,514
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pledge Payable to the Lutheran Home, Inc.$1,500,000
Due to Affiliates$21,108
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
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 3

“The organization contracts with the lutheran home, inc. To lease employees. Two of the leased employees are contracted out as the executive director and the president & ceo of the organization. Heidi mayer's compensation as executive director is as follows: reportable compensation: $100,090 estimated amount of other compensation: $25,574 scott mcfadden's compensation as president/ceo is as follows: reportable compensation: $216,472 estimated amount of other compensation: $23,771”

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

“Form 990 is presented to the board of directors for its review and approval prior to filing with the internal revenue service. Copies are made available to any member of the board upon their request.”

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

“Each year during the first board meeting of the year, all board members, officers, and key employees are required to fill out a conflict of interest form, which is turned into the president/ceo of the company.”

Form 990, Part VI, Section B, Line 15

“The human resources committee of the lutheran home, inc. Recommends the ceo salary based on information provided by vp-hr from paysource and leadingage, along with gathered top 10 competitors salaries in published form 990. The board's executive committee approves the salary recommendation. Other officer and administrative leadership team follow same process but only advisory. Ceo sets salaries with board committee input. The full board approves the annual budget, which includes all salary recommendations.”

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
Lutheran Home Foundation Inc
EIN
39-1478794
Phone
4142566836
Address
7500 W NORTH AVENUE, WAUWATOSA, WI 53213

Signing Officer

Name
Scott Mcfadden
Title
President & CEO
Phone
4142566836
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Mcfadden
Formed
1983
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
34

Preparer

Firm
Wipfli Llp
Address
10000 INNOVATION DRIVE SUITE 250, MILWAUKEE, WI 53226-4837
Preparer
Paul Daly CPA
Phone
4144319300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Decrease in temporarily restricted net assets 1,407,339.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Temporarily restricted contributions 1,528,933. Fundraising expenses 50,140.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Net assets released from restrictions 121,594.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 50,140.”

Raw XML AppendixShowing 400 of 582 raw XML fields

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

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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/TitleTxt9CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0133213
IRS990/FundraisingDirectExpensesAmt050140
IRS990/FundraisingGrossIncomeAmt088654
IRS990/GainOrLossGrp/SecuritiesAmt0232200
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt010400
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt02233253
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02238447
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02238447
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014847862
IRS990/GrossReceiptsAmt016013459
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04230
IRS990/InformationTechnologyGrp/TotalAmt04230
IRS990/InsuranceGrp/ManagementAndGeneralAmt06593
IRS990/InsuranceGrp/TotalAmt06593
IRS990/InvestmentIncomeGrp/ExclusionAmt0195283
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0195283
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03552993
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07477820
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08441567
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt040066
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0648138
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0647207
IRS990/LandBldgEquipCostOrOtherBssAmt0687273
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014615662
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE LUTHERAN HOME FOUNDATION, INC. IS A NONPROFIT ORGANIZATION THAT RAISES, STEWARDS AND DISTRIBUTES FUNDS TO SUSTAIN AND ADVANCE THE CHRISTIAN MISSION OF THE LUTHERAN HOME AND HARWOOD PLACE. THE LUTHERAN HOME AND HARWOOD PLACE ARE DEDICATED TO SERVING OLDER ADULTS AND ENRICHING THE LIVES OF THOSE WE TOUCH BY PROVIDING COMPASSIONATE AND LOVING CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012955635
IRS990/NetAssetsOrFundBalancesEOYAmt013512400
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0232200
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0232200
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038514
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038514
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt010400
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt010400
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0512584
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0389311
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt060268
IRS990/OccupancyGrp/TotalAmt060268
IRS990/OfficeExpensesGrp/FundraisingAmt02498
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01707
IRS990/OfficeExpensesGrp/TotalAmt04205
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0285000
IRS990/OtherChangesInNetAssetsAmt01407339
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06303
IRS990/OtherExpensesGrp/TotalAmt06303
IRS990/OtherLiabilitiesGrp/BOYAmt0457294
IRS990/OtherLiabilitiesGrp/EOYAmt01521108
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01256774
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029370
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026388
IRS990/PrincipalOfficerNm0SCOTT MCFADDEN
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - THE PURPOSE IS TO PROVIDE CONTINUING EDUCATION TO THE EMPLOYEES OF THE LUTHERAN HOME, INC. AND HARWOOD PLACE, INC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt025000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF HARWOOD PLACE, INC. - DURING THE YEAR, THE LUTHERAN HOME FOUNDATION, INC. MADE DONATIONS TO HARWOD PLACE, INC. FOR RESTRICTED CONTRIBUTIONS DESIGNATED FOR HARWOOD USE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05194
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05194
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0823817
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0416601
IRS990/PYInvestmentIncomeAmt0336888
IRS990/PYOtherExpensesAmt0386021
IRS990/PYOtherRevenueAmt01288326
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01646409
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0802622
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02449031
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1363158
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03964093
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0429499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0871260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0823817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010608666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0655855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0438597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013398195
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0195283
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0176748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0172231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt055187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0644470
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0382237
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94350
IRS990ScheduleA/PublicSupportPY170Pct00.95040
IRS990ScheduleA/PublicSupportTotal170Amt013249527
IRS990ScheduleA/SubstantialContributorsTotAmt0148668
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0871260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0823817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010608666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0655855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0438597
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013398195
IRS990ScheduleA/TotalSupportAmt014042665
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt06095
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040066
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046161
IRS990ScheduleD/ExpensesNotReportedAmt050140
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02710815
IRS990ScheduleD/LandGrp/BookValueAmt0641112
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0641112
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0512584
IRS990ScheduleD/OtherExpensesIncludedAmt050140
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLEDGE PAYABLE TO THE LUTHERAN HOME, INC.
IRS990ScheduleD/OtherRevenueAmt01579073
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0121594
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0922491
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12236982
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2393520
IRS990ScheduleD/OtherSecuritiesGrp/Desc0U.S. GOVERNMENT AND AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PREFERRED STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt02091657
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0121594
IRS990ScheduleD/RevenueSubtotalAmt01226063
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TEMPORARILY RESTRICTED CONTRIBUTIONS 1,528,933. FUNDRAISING EXPENSES 50,140.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET ASSETS RELEASED FROM RESTRICTIONS 121,594.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 50,140.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0647207
IRS990ScheduleD/TotalBookValueSecuritiesAmt03552993
IRS990ScheduleD/TotalExpensesPerForm990Amt02710815
IRS990ScheduleD/TotalLiabilityAmt01521108
IRS990ScheduleD/TotalRevenuePerForm990Amt01347657
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03317720
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02760955
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,038,991
Liabilities
$1,526,591
Net assets
$13,512,400
Revenue
$1,347,657
Expenses
$2,710,815
Net income
-$1,363,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.01$13.5$1.78$0.76$1.02
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.22$12.2$1.43$0.79$0.64
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.37$11.0$0.10$2.21$2.31
2021Detailed filing. Detailed filing data is available for this year.$14.6$0.06$14.5$1.15$0.72$0.43
2020Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$2.58$2.46$0.11
2019Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$4.33$7.61$3.27
2018Detailed filing. Detailed filing data is available for this year.$15.1$0.18$14.9$3.57$1.56$2.00
2017Detailed filing. Detailed filing data is available for this year.$15.0$1.53$13.5$1.35$2.71$1.36
2016Detailed filing. Detailed filing data is available for this year.$13.4$0.46$13.0$2.45$0.80$1.65
2015Detailed filing. Detailed filing data is available for this year.$12.4$1.22$11.2$10.9$2.51$8.42
2014Detailed filing. Detailed filing data is available for this year.$4.24$0.91$3.33$0.71$0.84$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.09$3.44$0.57$8.95$8.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.11$11.8$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.41$0.05$8.36$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.37$0.05$8.31$0.54