Civic Intelligence

Lutheran Home Foundation Inc.

990 • Fiscal year 2021 • EIN 39-1478794

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 29, 2022

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

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.05x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

47th percentile

8.8%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$14,610,235

Up $1,182,256 (+8.8%) from 2020

Net Assets

Up

$14,548,282

Up $1,121,556 (+8.4%) from 2020

Liabilities

Up

$61,953

Up $60,700 (+4844%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

Down

$1,150,964

Down $1,425,088 (-55%) from 2020

Expenses

Down

$719,283

Down $1,745,125 (-71%) from 2020

Net Income

Up

$431,681

Up $320,037 (+287%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$14,610,235
Liabilities$61,953
Net Assets$14,548,282
Open 2021 Filing

Operations Trend

Revenue Growth4th 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

2021

Revenue$1,150,964
Expenses$719,283
Net Income$431,681
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 29, 2022
Return Version
2021v4.2
Gross Receipts
$2,719,839
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$6,440,534$8,075,428▲ $1,634,894
Pledges and Grants Receivable$2,611,205$1,777,134▼ $834,071
Cash and Non-Interest-Bearing Accounts$152,959$868,653▲ $715,694
Land, Buildings, and Equipment, Net$646,066$644,104▼ $1,962
Prepaid Expenses and Deferred Charges$348,800$361,635▲ $12,835
Accounts Receivable$15,635$18,316▲ $2,681
Total Assets$13,427,979$14,610,235▲ $1,182,256
Other Assets Total$3,212,780$2,864,965▼ $347,815
Liabilities
Accounts Payable and Accrued Expenses$1,253$59,067▲ $57,814
Other Liabilities$0$2,886▲ $2,886
Total Liabilities$1,253$61,953▲ $60,700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,783,761$12,754,700▲ $970,939
Net Assets With Donor Restrictions$1,642,965$1,793,582▲ $150,617
Total Net Assets Fund Balance$13,426,726$14,548,282▲ $1,121,556
Total Liabilities and Net Assets / Fund Balance$13,427,979$14,610,235▲ $1,182,256

Asset Categories

AssetBook ValueDepreciationBasis
Land$641,112-$641,112
Equipment$2,992$26,706$29,698
Other Assets Org$1,172,925--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Mike HodanChairperson
Kathryn CaversPresident & CEO
Diana RaaschVice Chairperson
Ben JuechDirector
Bill CarreraDirector
Bob SowinskiDirector
Brian KilbDirector
Claudette RaymondsDirector
Kevin FesterlingDirector
Matt SmithDirector
Rev Dan SchneiderDirector
Rich EricksonDirector
Robb MoodieDirector
Tim ReardonDirector
Bridgette FrommellExecutive Director (beg. Oct)
Heidi MayerExecutive Director (thru Oct)
Janelle Meyer-brownSecretary
Brian QuandtTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Lutheran Home INCManagement Fees7500 W NORTH AVENUE, Wauwatosa, WI 53213$203,442
Revenue and Support

Revenue Composition

Contributions and Grants
$955,648
Program Service Revenue
$0
Investment Income
$195,316
Other Revenue
$0
All Other Contributions
$955,648
Change in Net Assets
$431,681

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 Traded5$73,914Selling Price
Total Noncash Contributions5$73,914-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,150,964
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$689,875
Total Revenue per Audited Statements
$1,840,839
Total Revenue per Form 990
$1,150,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$366,610
Grants and Similar Amounts Paid$352,673
Total Fundraising Expense$231,570
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$322,868--$322,868
Fees for Services Management--$203,442$203,442
Occupancy-$61,683-$61,683
Grants to Domestic Individuals$29,805--$29,805
Fees for Service Investment Mgmnt Fees-$29,278-$29,278
Insurance-$26,552-$26,552
Fees for Services Accounting-$12,117-$12,117
Office Expenses--$8,619$8,619
Information Technology--$6,357$6,357
Travel--$5,816$5,816
Fees for Services Other-$4,851-$4,851
Advertising--$4,335$4,335
Other Expenses--$3,001$3,001
Depreciation Depletion-$559-$559
Total Functional Expenses$352,673$135,040$231,570$719,283

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$719,283
Total Expenses per Audited Statements$719,283
Total Expenses per Form 990$719,283
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lutheran Home IncWauwatosa, WI501(c)(3)General Support$322,868
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
Due From Harwood Place, Inc.$2,886
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 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. Board members are excused from voting on matters where a conflict of interest exists.”

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
2022-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Cavers
Formed
1983
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Wipfli Llp
Address
170 NORTH RADNOR-CHESTER ROAD SUITE, 200, RADNOR, PA 19087
Preparer
Solomon Mardakhaev
Phone
6105653930
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in trust 158,608.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in trust 158,608.”

Raw XML AppendixShowing 400 of 536 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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR (THRU OCT)
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR (BEG. OCT)
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-11544
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0316411
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt029805
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt029805
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0322868
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0322868
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01557331
IRS990/GrossReceiptsAmt02719839
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06357
IRS990/InformationTechnologyGrp/TotalAmt06357
IRS990/InsuranceGrp/ManagementAndGeneralAmt026552
IRS990/InsuranceGrp/TotalAmt026552
IRS990/InvestmentIncomeGrp/ExclusionAmt0206860
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0206860
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06440534
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08075428
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026706
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0646066
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0644104
IRS990/LandBldgEquipCostOrOtherBssAmt0670810
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01568875
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/NetAssetsOrFundBalancesBOYAmt013426726
IRS990/NetAssetsOrFundBalancesEOYAmt014548282
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-11544
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11544
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0531267
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011783761
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012754700
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt073914
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt061683
IRS990/OccupancyGrp/TotalAmt061683
IRS990/OfficeExpensesGrp/FundraisingAmt08619
IRS990/OfficeExpensesGrp/TotalAmt08619
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03212780
IRS990/OtherAssetsTotalGrp/EOYAmt02864965
IRS990/OtherChangesInNetAssetsAmt0158608
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt03001
IRS990/OtherExpensesGrp/TotalAmt03001
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt02886
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02611205
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01777134
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0348800
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0361635
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/ExpenseAmt029805
IRS990/ProgSrvcAccomActy2Grp/GrantAmt029805
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/ExpenseAmt06457
IRS990/ProgSrvcAccomActy3Grp/GrantAmt06457
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02591842
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02133081
IRS990/PYInvestmentIncomeAmt0-15790
IRS990/PYOtherExpensesAmt0331327
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0111644
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02464408
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02576052
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0431681
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0955648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02591842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03621784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03469608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0871260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011510142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0206860
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0153682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0184786
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0379503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0195283
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01120114
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0233436
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78450
IRS990ScheduleA/PublicSupportPY170Pct00.80500
IRS990ScheduleA/PublicSupportTotal170Amt09907867
IRS990ScheduleA/SubstantialContributorsTotAmt01602275
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0955648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02591842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03621784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03469608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0871260
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011510142
IRS990ScheduleA/TotalSupportAmt012630256
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/BookValueAmt02992
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026706
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029698
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0719283
IRS990ScheduleD/LandGrp/BookValueAmt0641112
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0641112
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0531267
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01692040
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11172925
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM THE LUTHERAN HOME, INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE FROM HARWOOD PLACE, INC.
IRS990ScheduleD/OtherRevenueAmt0158608
IRS990ScheduleD/RevenueNotReportedAmt0689875
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01150964
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFICIAL INTEREST IN TRUST 158,608.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0644104
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02864965
IRS990ScheduleD/TotalExpensesPerForm990Amt0719283
IRS990ScheduleD/TotalLiabilityAmt02886
IRS990ScheduleD/TotalRevenuePerForm990Amt01150964
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01840839

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,610,235
Liabilities
$61,953
Net assets
$14,548,282
Revenue
$1,150,964
Expenses
$719,283
Net income
$431,681
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