Civic Intelligence

Lutheran Manor Foundation Inc

EIN 39-1499823 • 501(c)3 • Wauwatosa, WI

Profile

The foundation provides grants for the long-term financial support of united lutehran program for the aging, inc. And to support its residents who can no longer afford to pay for their care and housing needs.

4545 N 92nd StWauwatosa, WI 53225

www.luthermanor.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.30x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

3.80x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-167%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$442,158

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 44.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

15th percentile

-5.6%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$12,726,509

Down $748,384 (-5.6%) from 2023

Liabilities

Up

$3,754,951

Up $216,012 (+6.1%) from 2023

Net Assets

Down

$8,971,558

Down $964,396 (-9.7%) from 2023

Revenue

Up

$989,196

Up $174,832 (+21%) from 2023

Expenses

Down

$2,642,906

Down $241,070 (-8.4%) from 2023

Net Income

Up

-$1,653,710

Up $415,902 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $13,062,241Liabilities 2010: $0Net Assets 2010: $13,062,2412010Assets 2011: $12,896,240Liabilities 2011: $338,760Net Assets 2011: $12,557,4802011Assets 2012: $14,131,115Liabilities 2012: $370,527Net Assets 2012: $13,760,5882012Assets 2013: $16,979,737Liabilities 2013: $523,657Net Assets 2013: $16,456,0802013Assets 2014: $17,705,581Liabilities 2014: $519,448Net Assets 2014: $17,186,1332014Assets 2015: $15,865,314Liabilities 2015: $498,536Net Assets 2015: $15,366,7782015Assets 2016: $15,865,235Liabilities 2016: $436,169Net Assets 2016: $15,429,0662016Assets 2017: $17,210,100Liabilities 2017: $412,545Net Assets 2017: $16,797,5552017Assets 2018: $16,185,892Liabilities 2018: $132,147Net Assets 2018: $16,053,7452018Assets 2019: $18,200,329Liabilities 2019: $43,060Net Assets 2019: $18,157,2692019Assets 2020: $18,968,500Liabilities 2020: $115,592Net Assets 2020: $18,852,9082020Assets 2021: $20,836,145Liabilities 2021: $2,905,168Net Assets 2021: $17,930,9772021Assets 2022: $14,319,608Liabilities 2022: $3,547,074Net Assets 2022: $10,772,5342022Assets 2023: $13,474,893Liabilities 2023: $3,538,939Net Assets 2023: $9,935,9542023Assets 2024: $12,726,509Liabilities 2024: $3,754,951Net Assets 2024: $8,971,5582024

Highlighted filing

2024

Assets$12,726,509
Liabilities$3,754,951
Net Assets$8,971,558

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MExpenses 2010: $930,2672010Expenses 2011: $937,9222011Expenses 2012: $849,8972012Revenue 2013: $1,257,153Expenses 2013: $939,588Net Income 2013: $317,5652013Revenue 2014: $1,545,901Expenses 2014: $1,098,406Net Income 2014: $447,4952014Revenue 2015: $2,077,488Expenses 2015: $1,678,154Net Income 2015: $399,3342015Revenue 2016: $1,696,678Expenses 2016: $1,250,892Net Income 2016: $445,7862016Revenue 2017: $1,377,070Expenses 2017: $1,246,294Net Income 2017: $130,7762017Revenue 2018: $2,972,954Expenses 2018: $1,252,534Net Income 2018: $1,720,4202018Revenue 2019: $1,142,393Expenses 2019: $1,379,578Net Income 2019: -$237,1852019Revenue 2020: $930,927Expenses 2020: $1,530,079Net Income 2020: -$599,1522020Revenue 2021: $2,234,956Expenses 2021: $3,377,455Net Income 2021: -$1,142,4992021Revenue 2022: $612,731Expenses 2022: $4,702,632Net Income 2022: -$4,089,9012022Revenue 2023: $814,364Expenses 2023: $2,883,976Net Income 2023: -$2,069,6122023Revenue 2024: $989,196Expenses 2024: $2,642,906Net Income 2024: -$1,653,7102024

Highlighted filing

2024

Revenue$989,196
Expenses$2,642,906
Net Income-$1,653,710

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$3.75$8.97$0.99$2.64$1.65
2023Detailed filing. Detailed filing data is available for this year.$13.5$3.54$9.94$0.81$2.88$2.07
2022Detailed filing. Detailed filing data is available for this year.$14.3$3.55$10.8$0.61$4.70$4.09
2021Detailed filing. Detailed filing data is available for this year.$20.8$2.91$17.9$2.23$3.38$1.14
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.12$18.9$0.93$1.53$0.60
2019Detailed filing. Detailed filing data is available for this year.$18.2$0.04$18.2$1.14$1.38$0.24
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.13$16.1$2.97$1.25$1.72
2017Detailed filing. Detailed filing data is available for this year.$17.2$0.41$16.8$1.38$1.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.44$15.4$1.70$1.25$0.45
2015Detailed filing. Detailed filing data is available for this year.$15.9$0.50$15.4$2.08$1.68$0.40
2014Detailed filing. Detailed filing data is available for this year.$17.7$0.52$17.2$1.55$1.10$0.45
2013Detailed filing. Detailed filing data is available for this year.$17.0$0.52$16.5$1.26$0.94$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.37$13.8$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.34$12.6$0.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.00$13.1$0.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$4,773,747
Mission and Program Overview

Mission

The foundation provides grants for the long-term financial support of united lutheran program for the aging, inc. And to support its residents who can no longer afford to pay for their care and housing needs.

The foundation provides grants for the financial support of united lutheran program for the aging, inc. And to support residents with their care and housing needs who can no longer afford to pay for their own care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,293,460$12,645,875▼ $647,585
Cash and Non-Interest-Bearing Accounts$164,105$69,944▼ $94,161
Accounts Receivable$5,694$5,227▼ $467
Pledges and Grants Receivable$5,522$3,155▼ $2,367
Savings and Temporary Cash Investments$6,112$2,308▼ $3,804
Total Assets$13,474,893$12,726,509▼ $748,384
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,500,000$3,500,000→ $0
Other Liabilities$752$219,988▲ $219,236
Accounts Payable and Accrued Expenses$38,187$34,963▼ $3,224
Total Liabilities$3,538,939$3,754,951▲ $216,012
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,935,954$8,971,558▼ $964,396
Total Net Assets Fund Balance$9,935,954$8,971,558▼ $964,396
Total Liabilities and Net Assets / Fund Balance$13,474,893$12,726,509▼ $748,384
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Steven WatsonExecutive DirectorFT$141,712$141,712

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$233,451
Program Service Revenue
$0
Investment Income
$758,141
Other Revenue
$-2,396
All Other Contributions
$196,068
Change in Net Assets
$-1,653,710

Audited Revenue Reconciliation

Revenue per Audited Statements
$919,243
Revenue Not Reported on Financial Statements
$69,953
Revenue Not Reported on Form 990
$701,183
Total Revenue per Audited Statements
$1,620,426
Total Revenue per Form 990
$989,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,012,367
Other Expenses$630,539
Total Fundraising Expense$315,790
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,012,367--$2,012,367
Interest-$235,216-$235,216
Fees for Service Investment Mgmnt Fees-$69,953-$69,953
Fees for Services Accounting-$9,580-$9,580
Other Expenses--$2,960$2,960
Total Functional Expenses$2,012,367$314,749$315,790$2,642,906

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,642,906
Total Expenses per Audited Statements$2,584,822
Expenses per Audited Statements$2,572,953
Expenses Not Reported on Financial Statements$69,953
Expenses Not Reported on Form 990$11,869
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Lutheran Program for the Aging IncWauwatosa, WI501(c)(3)Resident Assistance Program & Operational Support$2,012,367
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,869
Fundraising Gross Income$9,473
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$46,856$9,473$2,699$6,774
Total Events$46,856$9,473$11,869$-2,396
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 Luther Manor$219,988
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
No
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 A, Line 7A

Directors shall be elected by the board of directors at its annual meeting or at any time throughout the year as outlined in the bylaws.

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 was presented to the board of directors where the members had a chance to review the form 990 before it was filed with the irs.

Form 990, Part VI, Section B, Line 12C

Board members and officers annually review and sign the conflict of interest policy, disclosing any potential conflicts of interest to the secretary of the board and on an interim basis as conflicts arise as outlined in the policy. The board will review the conflict and determine the appropriate action.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements of luther manor foundation are not made available to the public. The foundation will consider requests and make the documents available based on facts and circumstances of the request. Some year end financial information is included in the organization's annual impact report.

Filing and Contact Details

Filer

Filer Name
Lutheran Manor Foundation Inc
EIN
39-1499823
Phone
4144643880
Address
4545 N 92ND ST, WAUWATOSA, WI 53225

Signing Officer

Name
Arthur Keup
Title
CFO
Phone
4144643880
Signed
2025-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Chedid
Formed
1985
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
21

Preparer

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

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 11,869.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 11,869.

Raw XML AppendixShowing 400 of 541 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/BOYAmt038187
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034963
IRS990/AccountsReceivableGrp/BOYAmt05694
IRS990/AccountsReceivableGrp/EOYAmt05227
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC. AND TO SUPPORT RESIDENTS WITH THEIR CARE AND HOUSING NEEDS WHO CAN NO LONGER AFFORD TO PAY FOR THEIR OWN CARE.
IRS990/AllOtherContributionsAmt0196068
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ARTHUR KEUP
IRS990/BooksInCareOfDetail/PhoneNum04144643880
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04545 N 92ND ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053225
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0164105
IRS990/CashNonInterestBearingGrp/EOYAmt069944
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt037383
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0233451
IRS990/CYGrantsAndSimilarPaidAmt02012367
IRS990/CYInvestmentIncomeAmt0758141
IRS990/CYOtherExpensesAmt0630539
IRS990/CYOtherRevenueAmt0-2396
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1653710
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02642906
IRS990/CYTotalFundraisingExpenseAmt0315790
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0989196
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION PROVIDES GRANTS TO THE UNITED LUTHERAN PROGRAM FOR THE AGING (ULPA) TO SUPPORT RESIDENTS WHO CANNOT AFFORD THEIR CARE AND HOUSING EXPENSES. FURTHERMORE, THE FOUNDATION SUPPORTS THE OPERATIONS, GROWTH, AND CHARITABLE INITIATIVES OF THE ULPA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02012367
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09580
IRS990/FeesForServicesAccountingGrp/TotalAmt09580
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt069953
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt069953
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt212.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1337.50
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0105708
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/OtherCompensationAmt1218062
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt131712
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHANIE CHEDID
IRS990/Form990PartVIISectionAGrp/PersonNm1TIM SCHOEWE
IRS990/Form990PartVIISectionAGrp/PersonNm2FRED ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES PITTLEKOW
IRS990/Form990PartVIISectionAGrp/PersonNm4NATHAN BERKEN
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS BUCK
IRS990/Form990PartVIISectionAGrp/PersonNm6RACHAEL BUSH
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE DASHER
IRS990/Form990PartVIISectionAGrp/PersonNm8KARI GUNDRUM
IRS990/Form990PartVIISectionAGrp/PersonNm9LAURIE O'LOUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm10WES SHAVER
IRS990/Form990PartVIISectionAGrp/PersonNm11AIMEE WIEDMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm12ARTHUR KEUP
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVEN WATSON
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/ReportableCompFromRltdOrgAmt0336450
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/ReportableCompFromRltdOrgAmt12178787
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13140000
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
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
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt037383
IRS990/FundraisingDirectExpensesAmt011869
IRS990/FundraisingGrossIncomeAmt09473
IRS990/GainOrLossGrp/SecuritiesAmt0403877
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt02012367
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02012367
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02012367
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04176559
IRS990/GrossReceiptsAmt04773747
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0235216
IRS990/InterestGrp/TotalAmt0235216
IRS990/InvestmentIncomeGrp/ExclusionAmt0354264
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0354264
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013293460
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012645875
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03772682
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03500000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03500000
IRS990/NetAssetsOrFundBalancesBOYAmt09935954
IRS990/NetAssetsOrFundBalancesEOYAmt08971558
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0403877
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0403877
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2396
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2396
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0689314
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09935954
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08971558
IRS990/NoncashContributionsAmt011959
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOUNDATION EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0312830
IRS990/OtherExpensesGrp/FundraisingAmt12960
IRS990/OtherExpensesGrp/TotalAmt0312830
IRS990/OtherExpensesGrp/TotalAmt12960
IRS990/OtherLiabilitiesGrp/BOYAmt0752
IRS990/OtherLiabilitiesGrp/EOYAmt0219988
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05522
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03155
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHANIE CHEDID
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0213667
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02329872
IRS990/PYInvestmentIncomeAmt0600697
IRS990/PYOtherExpensesAmt0554104
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2069612
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02883976
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0814364
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1653710
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06112
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0233451
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0213667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0298666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0307820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0504221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01557825
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0354264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0320296
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0470550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0477534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0332741
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01955385
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34310
IRS990ScheduleA/PublicSupportPY170Pct00.35220
IRS990ScheduleA/PublicSupportTotal170Amt01205549
IRS990ScheduleA/SubstantialContributorsTotAmt0352276
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0233451
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0213667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0298666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0307820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0504221
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01557825
IRS990ScheduleA/TotalSupportAmt03513210
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/ExpensesNotReportedAmt011869
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt069953
IRS990ScheduleD/ExpensesSubtotalAmt02572953
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt069953
IRS990ScheduleD/InvestmentExpensesNotIncldAmt069953
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0689314
IRS990ScheduleD/OtherExpensesIncludedAmt011869
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0219988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO LUTHER MANOR
IRS990ScheduleD/OtherRevenueAmt011869
IRS990ScheduleD/RevenueNotReportedAmt0701183
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt069953
IRS990ScheduleD/RevenueSubtotalAmt0919243
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 11,869.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 11,869.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02642906
IRS990ScheduleD/TotalLiabilityAmt0219988
IRS990ScheduleD/TotalRevenuePerForm990Amt0989196
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01620426
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02584822
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt037383
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt037383
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011869
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER/AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08770
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09473
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09473
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2396
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02699
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02699
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02012367
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESIDENT ASSISTANCE PROGRAM & OPERATIONAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED LUTHERAN PROGRAM FOR THE AGING INC
IRS990ScheduleI/RecipientTable/RecipientEIN0390981434
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04545 N 92ND STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WAUWATOSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053225
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE LUTHER MANOR FOUNDATION PROVIDES GRANTS TO THE UNITED LUTHERAN PROGRAM FOR THE AGING (ULPA) TO SUPPORT RESIDENTS WHO CANNOT AFFORD THEIR CARE AND HOUSING EXPENSES. ADDITIONALLY, THE FOUNDATION AIDS IN THE OPERATIONS, GROWTH, AND CHARITABLE INITIATIVES OF ULPA, ADVANCING ITS MISSION TO ENRICH THE LIVES OF OLDER ADULTS, AND MEETING THE DIVERSE HEALTH NEEDS OF SENIORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd01
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt056500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt120000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0279950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1158787
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt056097
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt12469
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt049611

Document Assets

No mirrored PDF or thumbnail assets are attached yet.