Civic Intelligence

Lutheran Home Foundation Inc.

990 • Fiscal year 2023 • EIN 39-1478794

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 29, 2024

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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.15x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

59th percentile

9.3%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,462,106

Up $1,058,298 (+9.3%) from 2022

Net Assets

Up

$12,245,008

Up $1,211,670 (+11%) from 2022

Liabilities

Down

$217,098

Down $153,372 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin88th percentile

Revenue

Up

$1,428,577

Up $1,531,310 (+1491%) from 2022

Expenses

Down

$792,897

Down $1,417,645 (-64%) from 2022

Net Income

Up

$635,680

Up $2,948,955 (+127%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2023

Assets$12,462,106
Liabilities$217,098
Net Assets$12,245,008
Open 2023 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

2023

Revenue$1,428,577
Expenses$792,897
Net Income$635,680
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$5,174,726
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$6,875,784$7,533,376▲ $657,592
Pledges and Grants Receivable$1,328,698$1,318,073▼ $10,625
Cash and Non-Interest-Bearing Accounts$936,489$1,140,959▲ $204,470
Land, Buildings, and Equipment, Net$643,577$643,051▼ $526
Prepaid Expenses and Deferred Charges$384,024$419,864▲ $35,840
Accounts Receivable$22,374$21,927▼ $447
Total Assets$11,403,808$12,462,106▲ $1,058,298
Other Assets Total$1,212,862$1,384,856▲ $171,994
Liabilities
Other Liabilities$368,590$216,679▼ $151,911
Accounts Payable and Accrued Expenses$1,880$419▼ $1,461
Total Liabilities$370,470$217,098▼ $153,372
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,691,424$10,647,595▲ $956,171
Net Assets With Donor Restrictions$1,341,914$1,597,413▲ $255,499
Total Net Assets Fund Balance$11,033,338$12,245,008▲ $1,211,670
Total Liabilities and Net Assets / Fund Balance$11,403,808$12,462,106▲ $1,058,298

Asset Categories

AssetBook ValueDepreciationBasis
Land$641,112-$641,112
Equipment$1,939$27,759$29,698
Other Assets Org$1,384,856--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Diana RaaschChairperson
Kathryn CaversPresident & CEO
Ben JuechVice Chairperson
Aaron HoltebeckDirector
Bill CarreraDirector
Bob SowinskiDirector
Craig MellendorfDirector
Dave SandstromDirector
Kevin FesterlingDirector
Lindsey KrieteDirector
Martin SchreiberDirector
Mike HodanDirector
Mike MaloneDirector
Rich EricksonDirector
Claudette RaymondsDirector (thru Apr 2023)
Matt SmithDirector (thru Apr 2023)
Rev Dan SchneiderDirector (thru Apr 2023)
Robb MoodieDirector (thru Apr 2023)
Rob KriewaldtDirector (thru Oct 2023)
Bridgette FrommellExecutive Director
Henrik ClausenCFO & Asst Treasurer
Janelle Meyer-brownSecretary
Tom GaleTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Lutheran Home INCManagement Fees7500 W NORTH AVENUE, Wauwatosa, WI 53213$312,505
Revenue and Support

Revenue Composition

Contributions and Grants
$1,116,638
Program Service Revenue
$0
Investment Income
$311,939
Other Revenue
$0
All Other Contributions
$1,116,638
Change in Net Assets
$635,680

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,428,577
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$575,990
Total Revenue per Audited Statements
$2,004,567
Total Revenue per Form 990
$1,428,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$514,958
Total Fundraising Expense$366,544
Grants and Similar Amounts Paid$277,939
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management--$312,505$312,505
Grants to Domestic Orgs$253,510--$253,510
Occupancy-$63,149-$63,149
Insurance-$28,756-$28,756
Fees for Service Investment Mgmnt Fees-$28,462-$28,462
Grants to Domestic Individuals$24,429--$24,429
Fees for Services Other-$17,618-$17,618
Travel--$11,246$11,246
Advertising--$10,982$10,982
Fees for Services Accounting-$9,902-$9,902
Office Expenses--$8,237$8,237
Other Expenses--$6,074$6,074
Depreciation Depletion-$527-$527
Total Functional Expenses$277,939$148,414$366,544$792,897

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$792,897
Total Expenses per Audited Statements$792,897
Total Expenses per Form 990$792,897
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$253,510
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$201,752
Due From Harwood Place, Inc.$14,927
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
2024-07-29
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
19

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 171,994.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in trust 171,994.”

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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/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (THRU OCT 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (THRU APR 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (THRU APR 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (THRU APR 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR (THRU APR 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO & ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt042112
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0253510
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024429
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024429
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0253510
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0253510
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03788261
IRS990/GrossReceiptsAmt05174726
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt028756
IRS990/InsuranceGrp/TotalAmt028756
IRS990/InvestmentIncomeGrp/ExclusionAmt0269827
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0269827
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06875784
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07533376
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt027759
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0643577
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0643051
IRS990/LandBldgEquipCostOrOtherBssAmt0670810
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03746149
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/NetAssetsOrFundBalancesBOYAmt011033338
IRS990/NetAssetsOrFundBalancesEOYAmt012245008
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042112
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042112
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0403996
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09691424
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010647595
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05318
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt063149
IRS990/OccupancyGrp/TotalAmt063149
IRS990/OfficeExpensesGrp/FundraisingAmt08237
IRS990/OfficeExpensesGrp/TotalAmt08237
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01212862
IRS990/OtherAssetsTotalGrp/EOYAmt01384856
IRS990/OtherChangesInNetAssetsAmt0171994
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt017500
IRS990/OtherExpensesGrp/FundraisingAmt16074
IRS990/OtherExpensesGrp/TotalAmt017500
IRS990/OtherExpensesGrp/TotalAmt16074
IRS990/OtherLiabilitiesGrp/BOYAmt0368590
IRS990/OtherLiabilitiesGrp/EOYAmt0216679
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01328698
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01318073
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0384024
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0419864
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/ExpenseAmt024429
IRS990/ProgSrvcAccomActy2Grp/GrantAmt024429
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/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0263219
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01710806
IRS990/PYInvestmentIncomeAmt0-365952
IRS990/PYOtherExpensesAmt0499736
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2313275
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02210542
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-102733
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0635680
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01116638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0263219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0955648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02591842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03621784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08549131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0269827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0200717
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0206860
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0153682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0184786
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01015872
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0100807
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78050
IRS990ScheduleA/PublicSupportPY170Pct00.79710
IRS990ScheduleA/PublicSupportTotal170Amt07465724
IRS990ScheduleA/SubstantialContributorsTotAmt01083407
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01116638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0263219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0955648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02591842

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,462,106
Liabilities
$217,098
Net assets
$12,245,008
Revenue
$1,428,577
Expenses
$792,897
Net income
$635,680
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