Civic Intelligence

Lutheran Home Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1478794

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 01, 2019

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

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.05x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

165%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$15,112,905

Up $73,914 (+0.5%) from 2017

Net Assets

Up

$14,935,016

Up $1,422,616 (+11%) from 2017

Liabilities

Down

$177,889

Down $1,348,702 (-88%) from 2017

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin92nd percentile

Revenue

Up

$3,566,413

Up $2,218,756 (+165%) from 2017

Expenses

Down

$1,564,418

Down $1,146,397 (-42%) from 2017

Net Income

Up

$2,001,995

Up $3,365,153 (+247%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2018

Assets$15,112,905
Liabilities$177,889
Net Assets$14,935,016
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$3,566,413
Expenses$1,564,418
Net Income$2,001,995
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 1, 2019
Return Version
2018v3.1
Gross Receipts
$9,698,098
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, inc. And harwood place, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,441,567$7,419,019▼ $1,022,548
Investments Other Securities$3,552,993$3,444,275▼ $108,718
Pledges and Grants Receivable$1,256,774$1,440,809▲ $184,035
Land, Buildings, and Equipment, Net$647,207$646,515▼ $692
Savings and Temporary Cash Investments$429,499$0▼ $429,499
Cash and Non-Interest-Bearing Accounts$373,204$346,317▼ $26,887
Prepaid Expenses and Deferred Charges$26,388$317,267▲ $290,879
Accounts Receivable$26,359$31,614▲ $5,255
Total Assets$15,038,991$15,112,905▲ $73,914
Other Assets Total$285,000$1,467,089▲ $1,182,089
Liabilities
Other Liabilities$1,521,108$173,160▼ $1,347,948
Accounts Payable and Accrued Expenses$5,483$4,729▼ $754
Total Liabilities$1,526,591$177,889▼ $1,348,702
Net Assets / Fund Balance
Unrestricted Net Assets$11,988,977$11,421,974▼ $567,003
Temporarily Rstr Net Assets$1,523,423$3,513,042▲ $1,989,619
Total Net Assets Fund Balance$13,512,400$14,935,016▲ $1,422,616
Total Liabilities and Net Assets / Fund Balance$15,038,991$15,112,905▲ $73,914

Asset Categories

AssetBook ValueDepreciationBasis
Land$641,112-$641,112
Equipment$5,403$40,758$46,161
Other Assets Org$1,467,089--
Other Securities$16,013--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Brian KilbChairperson
Scott McfaddenPresident & CEO
Mike HodanVice Chairperson
Ben JuechDirector
Janelle Meyer-brownDirector
Katie SandersDirector
Matt SmithDirector
Rev Dan SchneiderDirector
Robb MoodieDirector
Tim ReardonDirector
Amy HartwigDirector (thru May)
Karen E HugDirector (thru May)
Colleen FoleyDirector (thru October)
Tracey CarsonDirector (thru October)
Heidi MayerExecutive Director
Matt BurowSecretary
Diana RaaschTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,469,608
Program Service Revenue
$0
Investment Income
$114,981
Other Revenue
$-18,176
All Other Contributions
$3,352,788
Change in Net Assets
$2,001,995

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
Securities Publicly Traded8$509,346Fair Market Value
Total Noncash Contributions8$509,346-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,628,455
Revenue Not Reported on Financial Statements
$-62,042
Revenue Not Reported on Form 990
$-527,628
Other Revenue Adjustments
$-62,042
Total Revenue per Audited Statements
$3,100,827
Total Revenue per Form 990
$3,566,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,218,309
Other Expenses$346,109
Total Fundraising Expense$195,691
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,192,412--$1,192,412
Fees for Services Management--$178,120$178,120
Occupancy-$60,817-$60,817
Fees for Service Investment Mgmnt Fees-$50,332-$50,332
Grants to Domestic Individuals$25,897--$25,897
Insurance-$21,244-$21,244
Advertising--$11,633$11,633
Fees for Services Accounting-$10,000-$10,000
Other Expenses-$5,562-$5,562
Travel--$2,803$2,803
Office Expenses-$1$2,617$2,618
Fees for Services Other-$1,666$518$2,184
Depreciation Depletion-$692-$692
All Other Expenses-$104-$104
Total Functional Expenses$1,218,309$150,418$195,691$1,564,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,678,211
Expenses per Audited Statements$1,626,460
Total Expenses per Form 990$1,564,418
Expenses Not Reported on Form 990$51,751
Expenses Not Reported on Financial Statements$-62,042
Other Expense Adjustments$-62,042
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lutheran Home IncWauwatosa, WI501(c)(3)Property Upgrades$1,192,412
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$51,751
Fundraising Gross Income$21,125
Gaming Gross Income$12,450
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monarch Ball$137,945$21,125$12,842$8,283
Total Events$137,945$21,125$51,751$-30,626
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Lutheran Home, Inc. and Harwood Place, Inc.$173,160
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 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
2019-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Mcfadden
Formed
1983
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
35

Preparer

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

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 51,751.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of property -62,042.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 51,751.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of property -62,042.”

Raw XML AppendixShowing 400 of 572 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/TitleTxt0DIRECTOR (THRU OCTOBER)
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR (THRU OCTOBER)
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (THRU MAY)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR (THRU MAY)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0116820
IRS990/FundraisingDirectExpensesAmt051751
IRS990/FundraisingGrossIncomeAmt021125
IRS990/GainOrLossGrp/OtherAmt0-62042
IRS990/GainOrLossGrp/SecuritiesAmt0-202480
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt012450
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01192412
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025897
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025897
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01192412
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01192412
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0222958
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05592454
IRS990/GrossReceiptsAmt09698098
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt021244
IRS990/InsuranceGrp/TotalAmt021244
IRS990/InvestmentIncomeGrp/ExclusionAmt0379503
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0379503
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03552993
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03444275
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08441567
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07419019
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt040758
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0647207
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0646515
IRS990/LandBldgEquipCostOrOtherBssAmt0687273
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0285000
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05794934
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, 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013512400
IRS990/NetAssetsOrFundBalancesEOYAmt014935016
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-264522
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-264522
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-30626
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-30626
IRS990/NetIncomeFromGamingGrp/ExclusionAmt012450
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt012450
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-579379
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0509346
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt060817
IRS990/OccupancyGrp/TotalAmt060817
IRS990/OfficeExpensesGrp/FundraisingAmt02617
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01
IRS990/OfficeExpensesGrp/TotalAmt02618
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0285000
IRS990/OtherAssetsTotalGrp/EOYAmt01467089
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05562
IRS990/OtherExpensesGrp/TotalAmt05562
IRS990/OtherLiabilitiesGrp/BOYAmt01521108
IRS990/OtherLiabilitiesGrp/EOYAmt0173160
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01256774
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01440809
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026388
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0317267
IRS990/PrincipalOfficerNm0SCOTT MCFADDEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - THE PURPOSE IS TO PROVIDE CONTINUING EDUCATION TO THE EMPLOYEES OF THE LUTHERAN HOME, INC. AND HARWOOD PLACE, INC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025897
IRS990/ProgSrvcAccomActy2Grp/GrantAmt025897
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF HARWOOD PLACE, INC. - THE LUTHERAN HOME FOUNDATION, INC. MAKES DONATIONS TO HARWOOD PLACE, INC. FOR RESTRICTED CONTRIBUTIONS DESIGNATED FOR HARWOOD USE. NO SUCH CONTRIBUTIONS WERE MADE DURING THE 2018 TAX YEAR.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0871260
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02263447
IRS990/PYInvestmentIncomeAmt0427483
IRS990/PYOtherExpensesAmt0447368
IRS990/PYOtherRevenueAmt048914
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1363158
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02710815
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01347657
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02001995
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0429499
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03469608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0871260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0823817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010608666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0655855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016429206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0379503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0195283
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0176748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0172231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt055187
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0978952
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0360512
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92030
IRS990ScheduleA/PublicSupportPY170Pct00.94350
IRS990ScheduleA/PublicSupportTotal170Amt016020525
IRS990ScheduleA/SubstantialContributorsTotAmt0408681
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03469608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0871260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0823817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010608666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0655855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016429206
IRS990ScheduleA/TotalSupportAmt017408158
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt05403
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040758
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046161
IRS990ScheduleD/ExpensesNotReportedAmt051751
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-62042
IRS990ScheduleD/ExpensesSubtotalAmt01626460
IRS990ScheduleD/LandGrp/BookValueAmt0641112
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0641112
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-579379
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01467089
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherExpensesIncludedAmt051751
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-62042
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0173160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO LUTHERAN HOME, INC. AND HARWOOD PLACE, INC.
IRS990ScheduleD/OtherRevenueAmt051751
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-62042
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01059046
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12008894
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2360322
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt316013
IRS990ScheduleD/OtherSecuritiesGrp/Desc0U.S. GOVERNMENT AND AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PREFERRED STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CASH EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt0-527628
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-62042
IRS990ScheduleD/RevenueSubtotalAmt03628455

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,112,905
Liabilities
$177,889
Net assets
$14,935,016
Revenue
$3,566,413
Expenses
$1,564,418
Net income
$2,001,995
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