Civic Intelligence

Lutheran Home Foundation Inc.

990 • Fiscal year 2022 • EIN 39-1478794

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 27, 2023

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

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

2252%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

4th percentile

-22%

Faster asset growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$11,403,808

Down $3,206,427 (-22%) from 2021

Net Assets

Down

$11,033,338

Down $3,514,944 (-24%) from 2021

Liabilities

Up

$370,470

Up $308,517 (+498%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$102,733

Down $1,253,697 (-109%) from 2021

Expenses

Up

$2,210,542

Up $1,491,259 (+207%) from 2021

Net Income

Down

-$2,313,275

Down $2,744,956 (-636%) from 2021

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

2022

Assets$11,403,808
Liabilities$370,470
Net Assets$11,033,338
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$102,733
Expenses$2,210,542
Net Income-$2,313,275
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 27, 2023
Return Version
2022v5.0
Gross Receipts
$2,644,940
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$8,075,428$6,875,784▼ $1,199,644
Pledges and Grants Receivable$1,777,134$1,328,698▼ $448,436
Cash and Non-Interest-Bearing Accounts$868,653$936,489▲ $67,836
Land, Buildings, and Equipment, Net$644,104$643,577▼ $527
Prepaid Expenses and Deferred Charges$361,635$384,024▲ $22,389
Accounts Receivable$18,316$22,374▲ $4,058
Total Assets$14,610,235$11,403,808▼ $3,206,427
Other Assets Total$2,864,965$1,212,862▼ $1,652,103
Liabilities
Other Liabilities$2,886$368,590▲ $365,704
Accounts Payable and Accrued Expenses$59,067$1,880▼ $57,187
Total Liabilities$61,953$370,470▲ $308,517
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,754,700$9,691,424▼ $3,063,276
Net Assets With Donor Restrictions$1,793,582$1,341,914▼ $451,668
Total Net Assets Fund Balance$14,548,282$11,033,338▼ $3,514,944
Total Liabilities and Net Assets / Fund Balance$14,610,235$11,403,808▼ $3,206,427

Asset Categories

AssetBook ValueDepreciationBasis
Land$641,112-$641,112
Equipment$2,465$27,233$29,698
Other Assets Org$1,212,862--
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
Claudette RaymondsDirector
Craig MellendorfDirector
Dave SandstromDirector
Kevin FesterlingDirector
Martin SchreiberDirector
Matt SmithDirector
Rev Dan SchneiderDirector
Rich EricksonDirector
Rob KriewaldtDirector
Robb MoodieDirector
Tom GaleDirector
Brian KilbDirector (thru Apr 22)
Tim ReardonDirector (thru Apr 22)
Bridgette FrommellExecutive Director
Henrik ClausenCFO & Asst Treasurer
Janelle Meyer-brownSecretary
Brian QuandtTreasurer (thru Sep 22)

Highest Paid Contractors

ContractorServicesLocationCompensation
The Lutheran Home INCManagement Fees7500 W NORTH AVENUE, Wauwatosa, WI 53213$319,834
Revenue and Support

Revenue Composition

Contributions and Grants
$263,219
Program Service Revenue
$0
Investment Income
$-365,952
Other Revenue
$0
All Other Contributions
$263,219
Change in Net Assets
$-2,313,275

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$39,020Selling Price
Total Noncash Contributions5$39,020-

Audited Revenue Reconciliation

Revenue per Audited Statements
$-102,733
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,201,669
Total Revenue per Audited Statements
$-1,304,402
Total Revenue per Form 990
$-102,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,710,806
Other Expenses$499,736
Total Fundraising Expense$361,721
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,684,403--$1,684,403
Fees for Services Management--$319,833$319,833
Occupancy-$64,185-$64,185
Insurance-$28,799-$28,799
Fees for Service Investment Mgmnt Fees-$28,794-$28,794
Grants to Domestic Individuals$26,403--$26,403
Advertising--$13,787$13,787
Fees for Services Accounting-$12,593-$12,593
Office Expenses--$10,101$10,101
Travel--$8,939$8,939
Other Expenses--$4,935$4,935
Information Technology--$4,126$4,126
Fees for Services Other-$3,117-$3,117
Depreciation Depletion-$527-$527
Total Functional Expenses$1,710,806$138,015$361,721$2,210,542

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,210,542
Total Expenses per Audited Statements$2,210,542
Total Expenses per Form 990$2,210,542
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$1,684,153
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 to the Lutheran Home$358,951
Due From Harwood Place, Inc.$9,639
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
2023-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Cavers
Formed
1983
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
20

Preparer

Firm
Wipfli Llp
Address
170 N RADNOR-CHESTER RD 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 -378,961.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Due to harwood place, inc. -378,961.”

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

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO & ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER (THRU SEP 22)
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (THRU APR 22)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR (THRU APR 22)
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-566669
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt01663659
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt026403
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt026403
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01684403
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01684403
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02181004
IRS990/GrossReceiptsAmt02644940
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04126
IRS990/InformationTechnologyGrp/TotalAmt04126
IRS990/InsuranceGrp/ManagementAndGeneralAmt028799
IRS990/InsuranceGrp/TotalAmt028799
IRS990/InvestmentIncomeGrp/ExclusionAmt0200717
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0200717
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08075428
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06875784
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt027233
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0644104
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0643577
IRS990/LandBldgEquipCostOrOtherBssAmt0670810
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02747673
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/NetAssetsOrFundBalancesBOYAmt014548282
IRS990/NetAssetsOrFundBalancesEOYAmt011033338
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-566669
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-566669
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-822708
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012754700
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09691424
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt039020
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt064185
IRS990/OccupancyGrp/TotalAmt064185
IRS990/OfficeExpensesGrp/FundraisingAmt010101
IRS990/OfficeExpensesGrp/TotalAmt010101
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02864965
IRS990/OtherAssetsTotalGrp/EOYAmt01212862
IRS990/OtherChangesInNetAssetsAmt0-378961
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt04935
IRS990/OtherExpensesGrp/TotalAmt04935
IRS990/OtherLiabilitiesGrp/BOYAmt02886
IRS990/OtherLiabilitiesGrp/EOYAmt0368590
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01777134
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01328698
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0361635
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0384024
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/ExpenseAmt026403
IRS990/ProgSrvcAccomActy2Grp/GrantAmt026403
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/ExpenseAmt020744
IRS990/ProgSrvcAccomActy3Grp/GrantAmt020744
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0955648
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0352673
IRS990/PYInvestmentIncomeAmt0195316
IRS990/PYOtherExpensesAmt0366610
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0431681
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0719283
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01150964
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2313275
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0263219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0955648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02591842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03621784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03469608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010902101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0200717
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0206860
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0153682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0184786
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0379503
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01125548
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0134382
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79710
IRS990ScheduleA/PublicSupportPY170Pct00.78450
IRS990ScheduleA/PublicSupportTotal170Amt09587118
IRS990ScheduleA/SubstantialContributorsTotAmt01314983
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0263219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0955648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02591842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03621784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03469608

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,403,808
Liabilities
$370,470
Net assets
$11,033,338
Revenue
-$102,733
Expenses
$2,210,542
Net income
-$2,313,275
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