Civic Intelligence

Lutheran Home Foundation Inc.

990 • Fiscal year 2019 • EIN 39-1478794

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 30, 2020

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

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

4th percentile

-76%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

4th percentile

-18%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$12,424,625

Down $2,688,280 (-18%) from 2018

Net Assets

Down

$12,422,435

Down $2,512,581 (-17%) from 2018

Liabilities

Down

$2,190

Down $175,699 (-99%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin4th percentile

Revenue

Up

$4,333,591

Up $767,178 (+22%) from 2018

Expenses

Up

$7,608,543

Up $6,044,125 (+386%) from 2018

Net Income

Down

-$3,274,952

Down $5,276,947 (-264%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2019

Assets$12,424,625
Liabilities$2,190
Net Assets$12,422,435
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$4,333,591
Expenses$7,608,543
Net Income-$3,274,952
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 30, 2020
Return Version
2019v5.1
Gross Receipts
$11,523,212
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$7,419,019$4,570,976▼ $2,848,043
Investments Other Securities$3,444,275$0▼ $3,444,275
Pledges and Grants Receivable$1,440,809$3,103,995▲ $1,663,186
Cash and Non-Interest-Bearing Accounts$346,317$693,577▲ $347,260
Land, Buildings, and Equipment, Net$646,515$645,822▼ $693
Prepaid Expenses and Deferred Charges$317,267$327,679▲ $10,412
Accounts Receivable$31,614$19,852▼ $11,762
Total Assets$15,112,905$12,424,625▼ $2,688,280
Other Assets Total$1,467,089$3,062,724▲ $1,595,635
Liabilities
Other Liabilities$173,160$0▼ $173,160
Accounts Payable and Accrued Expenses$4,729$2,190▼ $2,539
Total Liabilities$177,889$2,190▼ $175,699
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,421,974$10,824,385▼ $597,589
Net Assets With Donor Restrictions$3,513,042$1,598,050▼ $1,914,992
Total Net Assets Fund Balance$14,935,016$12,422,435▼ $2,512,581
Total Liabilities and Net Assets / Fund Balance$15,112,905$12,424,625▼ $2,688,280

Asset Categories

AssetBook ValueDepreciationBasis
Land$641,112-$641,112
Equipment$4,710$41,451$46,161
Other Assets Org$1,559,002--
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Brian KilbChairperson
Scott McfaddenPresident & CEO
Mike HodanVice Chairperson
Ben JuechDirector
Brian QuandtDirector
Dave StrandDirector
Janelle Meyer-brownDirector
Matt SmithDirector
Rev Dan SchneiderDirector
Rich EricksonDirector
Robb MoodieDirector
Tim ReardonDirector (thru May)
Heidi MayerExecutive Director
Matt BurowSecretary
Diana RaaschTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Lutheran Home INCManagement Fees7500 W NORTH AVENUE, Wauwatosa, WI 53213$143,113
Revenue and Support

Revenue Composition

Contributions and Grants
$3,621,784
Program Service Revenue
$0
Investment Income
$670,019
Other Revenue
$41,788
All Other Contributions
$3,524,049
Change in Net Assets
$-3,274,952

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 Traded7$232,059Fair Market Value
Total Noncash Contributions7$232,059-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,333,591
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$821,390
Total Revenue per Audited Statements
$5,154,981
Total Revenue per Form 990
$4,333,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,320,605
Other Expenses$287,938
Total Fundraising Expense$158,567
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,294,578--$7,294,578
Fees for Services Management--$143,113$143,113
Occupancy-$59,832-$59,832
Fees for Service Investment Mgmnt Fees-$33,239-$33,239
Grants to Domestic Individuals$26,027--$26,027
Insurance-$23,536-$23,536
Fees for Services Accounting-$10,000-$10,000
Office Expenses--$6,649$6,649
Fees for Services Other-$1,721$3,346$5,067
Travel-$350$2,750$3,100
Advertising--$2,709$2,709
Depreciation Depletion-$693-$693
Total Functional Expenses$7,320,605$129,371$158,567$7,608,543

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,667,562
Expenses per Audited Statements$7,608,543
Total Expenses per Form 990$7,608,543
Expenses Not Reported on Form 990$59,019
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lutheran Home IncWauwatosa, WI501(c)(3)Property Upgrades$7,294,278
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$89,315
Fundraising Direct Expenses$57,750
Gaming Gross Income$11,492
Gaming Direct Expenses$1,269
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monarch Ball$187,050$89,315$11,446$77,869
Total Events$187,050$89,315$57,750$31,565
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 organization.”

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
Kathryn Cavers
Title
President & CEO
Phone
4142566836
Signed
2020-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Cavers
Formed
1983
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
37

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in trust 109,988.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 57,750. Gaming expenses 1,269. Change in beneficial interest in trust 109,988.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 57,750. Gaming expenses 1,269.”

Raw XML AppendixShowing 400 of 544 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04729
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02190
IRS990/AccountsReceivableGrp/BOYAmt031614
IRS990/AccountsReceivableGrp/EOYAmt019852
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/FundraisingAmt02709
IRS990/AdvertisingGrp/TotalAmt02709
IRS990/AllOtherContributionsAmt03524049
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LUE HANG
IRS990/BooksInCareOfDetail/PhoneNum04142566836
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07500 W NORTH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053213
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0346317
IRS990/CashNonInterestBearingGrp/EOYAmt0693577
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0143113
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07500 W NORTH AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WAUWATOSA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053213
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0THE LUTHERAN HOME INC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT FEES
IRS990/ContriRptFundraisingEventAmt097735
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03621784
IRS990/CYGrantsAndSimilarPaidAmt07320605
IRS990/CYInvestmentIncomeAmt0670019
IRS990/CYOtherExpensesAmt0287938
IRS990/CYOtherRevenueAmt041788
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-3274952
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07608543
IRS990/CYTotalFundraisingExpenseAmt0158567
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04333591
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0693
IRS990/DepreciationDepletionGrp/TotalAmt0693
IRS990/Desc0SUPPORT OF THE LUTHERAN HOME, INC. - DURING THE YEAR, THE LUTHERAN HOME FOUNDATION, INC. MADE DONATIONS TO THE LUTHERAN HOME, INC. FOR RESTRICTED CONTRIBUTIONS DESIGNATED FOR LUTHERAN HOME USE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03513042
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01598050
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07294278
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010000
IRS990/FeesForServicesAccountingGrp/TotalAmt010000
IRS990/FeesForServicesManagementGrp/FundraisingAmt0143113
IRS990/FeesForServicesManagementGrp/TotalAmt0143113
IRS990/FeesForServicesOtherGrp/FundraisingAmt03346
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01721
IRS990/FeesForServicesOtherGrp/TotalAmt05067
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt033239
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt033239
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0RICH ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm1BEN JUECH
IRS990/Form990PartVIISectionAGrp/PersonNm2JANELLE MEYER-BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBB MOODIE
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN QUANDT
IRS990/Form990PartVIISectionAGrp/PersonNm5TIM REARDON
IRS990/Form990PartVIISectionAGrp/PersonNm6REV DAN SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm7MATT SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVE STRAND
IRS990/Form990PartVIISectionAGrp/PersonNm9BRIAN KILB
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE HODAN
IRS990/Form990PartVIISectionAGrp/PersonNm11DIANA RAASCH
IRS990/Form990PartVIISectionAGrp/PersonNm12MATT BUROW
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT MCFADDEN
IRS990/Form990PartVIISectionAGrp/PersonNm14HEIDI MAYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR (THRU MAY)
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/FundraisingAmt097735
IRS990/FundraisingDirectExpensesAmt057750
IRS990/FundraisingGrossIncomeAmt089315
IRS990/GainOrLossGrp/SecuritiesAmt0485233
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt01269
IRS990/GamingGrossIncomeAmt011492
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt07294278
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt026027
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt026027
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07294578
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07294578
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07615835
IRS990/GrossReceiptsAmt011523212
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt023536
IRS990/InsuranceGrp/TotalAmt023536
IRS990/InvestmentIncomeGrp/ExclusionAmt0184786
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0184786
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03444275
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07419019
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04570976
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041451
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0646515
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0645822
IRS990/LandBldgEquipCostOrOtherBssAmt0687273
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07130602
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/NetAssetsOrFundBalancesBOYAmt014935016
IRS990/NetAssetsOrFundBalancesEOYAmt012422435
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0485233
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0485233
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt031565
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt031565
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt010223
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt010223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0652383
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011421974
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010824385
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0232059
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt059832
IRS990/OccupancyGrp/TotalAmt059832
IRS990/OfficeExpensesGrp/FundraisingAmt06649
IRS990/OfficeExpensesGrp/TotalAmt06649
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01467089
IRS990/OtherAssetsTotalGrp/EOYAmt03062724
IRS990/OtherChangesInNetAssetsAmt0109988
IRS990/OtherLiabilitiesGrp/BOYAmt0173160
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01440809
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03103995
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0317267
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0327679
IRS990/PrincipalOfficerNm0KATHRYN CAVERS
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/ExpenseAmt026027
IRS990/ProgSrvcAccomActy2Grp/GrantAmt026027
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0300
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0300
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03469608
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01218309
IRS990/PYInvestmentIncomeAmt0114981
IRS990/PYOtherExpensesAmt0346109
IRS990/PYOtherRevenueAmt0-18176
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02001995
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01564418
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03566413
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-3274952
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03621784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03469608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0871260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0823817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010608666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019395135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0184786
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0379503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0195283
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0176748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0172231
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01108551
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0404794
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90230
IRS990ScheduleA/PublicSupportPY170Pct00.92030
IRS990ScheduleA/PublicSupportTotal170Amt018500931
IRS990ScheduleA/SubstantialContributorsTotAmt0894204
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03621784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03469608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0871260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0823817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010608666
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019395135
IRS990ScheduleA/TotalSupportAmt020503686
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt04710
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041451
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046161
IRS990ScheduleD/ExpensesNotReportedAmt059019
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07608543
IRS990ScheduleD/LandGrp/BookValueAmt0641112
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0641112
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0652383
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01503722
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11559002
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM LUTHERAN HOME, INC. AND HARWOOD PLACE, INC.
IRS990ScheduleD/OtherExpensesIncludedAmt059019
IRS990ScheduleD/OtherRevenueAmt0169007
IRS990ScheduleD/RevenueNotReportedAmt0821390
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04333591
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 57,750. GAMING EXPENSES 1,269. CHANGE IN BENEFICIAL INTEREST IN TRUST 109,988.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 57,750. GAMING EXPENSES 1,269.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0645822
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03062724
IRS990ScheduleD/TotalExpensesPerForm990Amt07608543
IRS990ScheduleD/TotalRevenuePerForm990Amt04333591
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05154981
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07667562
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt097735
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt097735
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057750
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06230
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06230
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MONARCH BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0187050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0187050

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,424,625
Liabilities
$2,190
Net assets
$12,422,435
Revenue
$4,333,591
Expenses
$7,608,543
Net income
-$3,274,952
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