Civic Intelligence

Luther Manor Foundation Inc.

990 • Fiscal year 2015 • EIN 39-1499823

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 24, 2016

Organization ProfileWWW.LUTHERMANOR.ORG
4545 North 92nd StreetWauwatosa, WI 53225

(414) 464-3880

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.03x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.24x

Higher debt load relative to revenue than 49% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

68th percentile

$233,653

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

8th percentile

-10%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

34%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$15,865,314

Down $1,840,267 (-10%) from 2014

Net Assets

Down

$15,366,778

Down $1,819,355 (-11%) from 2014

Liabilities

Down

$498,536

Down $20,912 (-4.0%) from 2014

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin78th percentile

Revenue

Up

$2,077,488

Up $531,587 (+34%) from 2014

Expenses

Up

$1,678,154

Up $579,748 (+53%) from 2014

Net Income

Down

$399,334

Down $48,161 (-11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$15,865,314
Liabilities$498,536
Net Assets$15,366,778
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$2,077,488
Expenses$1,678,154
Net Income$399,334
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 24, 2016
Return Version
2015v2.1
Gross Receipts
$8,350,160
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 to united lutheran program for the aging, inc. 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$16,770,870$13,985,721▼ $2,785,149
Cash and Non-Interest-Bearing Accounts$601,997$1,624,662▲ $1,022,665
Savings and Temporary Cash Investments$264,038$203,863▼ $60,175
Pledges and Grants Receivable$12,089$9,358▼ $2,731
Total Assets$17,705,581$15,865,314▼ $1,840,267
Other Assets Total$56,587$41,710▼ $14,877
Liabilities
Other Liabilities$491,396$472,704▼ $18,692
Accounts Payable and Accrued Expenses$28,052$25,832▼ $2,220
Total Liabilities$519,448$498,536▼ $20,912
Net Assets / Fund Balance
Unrestricted Net Assets$17,186,133$15,366,778▼ $1,819,355
Total Net Assets Fund Balance$17,186,133$15,366,778▼ $1,819,355
Total Liabilities and Net Assets / Fund Balance$17,705,581$15,865,314▼ $1,840,267
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Thomas BuckChair
John SilsethImmediate Past Chair
David BeinlichInterim President
Amy SarlesDirector
Gwen T JacksonDirector
Stephanie ChedidCEO
Elizabeth DiehlCFO
William PickeringSecretary
Fred AndersonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Heartland AdvisorsInvestment Services789 N WATER ST, Milwaukee, WI 53202$107,291
Revenue and Support

Revenue Composition

Contributions and Grants
$327,059
Program Service Revenue
$0
Investment Income
$1,750,904
Other Revenue
$-475
All Other Contributions
$326,217
Change in Net Assets
$399,334

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,077,488
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,215,917
Total Revenue per Audited Statements
$-138,429
Total Revenue per Form 990
$2,077,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,446,080
Other Expenses$232,074
Total Fundraising Expense$76,399
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,446,080--$1,446,080
Fees for Service Investment Mgmnt Fees-$107,287-$107,287
Other Expenses--$72,000$72,000
Fees for Services Other-$37,000-$37,000
Fees for Services Accounting-$7,025-$7,025
All Other Expenses--$4,399$4,399
Fees for Services Legal-$4,363-$4,363
Total Functional Expenses$1,446,080$155,675$76,399$1,678,154

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,680,926
Expenses per Audited Statements$1,678,154
Total Expenses per Form 990$1,678,154
Expenses Not Reported on Form 990$2,772
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Lutheran Program for the Aging IncMilwaukee, WI501(c)(3)Resident Assitance Program$1,446,080
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,772
Fundraising Gross Income$2,297
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 Affiliates$472,704
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“Three of the directors (and the successors to such directors) shall be elected by the board of directors of united lutheran program of the aging, inc. At its regular meeting next preceding the annual meeting of this corporation at which the term of such director expires.”

Form 990, Part VI, Section B, Line 11

“A draft of the form 990 was presented to the board of directors where the members had a chance to review the 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 detemine the appropriate action. Depending on the type of conflict, directors and officers with conflicts may be allowed to remain on the board, but would be expected to refrain from discussions or voting on matters where a potential conflict exists.”

Form 990, Part VI, Section B, Line 15

“The foundation shares a ceo with the united lutheran program for the aging, inc. An outside compensation consultant is engaged to review non profit compensation of like organizations and industry compensation surveys. Based on this data, compensation recommendations are made to the executive committee of the board of the ulpa and approved by this committee. The review was performed by carson dettmann using data from the 2015 guidestar nonprofit compensation report and the 2015 leading age wisconsin nursing home executive director survey. The information was documented by carlson dettman consulting in a rebuttable presumption checklist.”

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.”

Filing and Contact Details

Filer

Filer Name
Luther Manor Foundation Inc
EIN
39-1499823
Phone
4144643880
Address
4545 NORTH 92ND STREET, WAUWATOSA, WI 53225

Signing Officer

Name
Elizabeth Diehl
Title
CPA
Phone
4144643880
Signed
2016-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Chedid
Formed
1985
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's processes have not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is classified by the internal revenue service as a tax-exempt organization under section 501(c)(3) of the internal revenue code and is subjected to federal income tax only on net unrelated business income. The foundation applies the income tax standard regarding recognition and measurement of uncertain tax positions. The foundation follows the accounting standard for contingencies for evaluating uncertain tax positions. The foundation's tax returns are subject to review and examination by federal, state, and local authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 2,772.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 2,772.”

Raw XML AppendixShowing 400 of 528 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/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056587
IRS990/OtherAssetsTotalGrp/EOYAmt041710
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUND DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt072000
IRS990/OtherExpensesGrp/TotalAmt072000
IRS990/OtherLiabilitiesGrp/BOYAmt0491396
IRS990/OtherLiabilitiesGrp/EOYAmt0472704
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012089
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09358
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHANIE CHEDID
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0372706
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0875142
IRS990/PYInvestmentIncomeAmt01174622
IRS990/PYOtherExpensesAmt0223264
IRS990/PYOtherRevenueAmt0-1427
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0447495
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01098406
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01545901
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0399334
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0264038
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0203863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0329356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0373731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0361802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0615564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0806839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02487292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0496511
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0511819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0431546
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0373200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0425544
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02238620
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39970
IRS990ScheduleA/PublicSupportPY170Pct00.42330
IRS990ScheduleA/PublicSupportTotal170Amt01888862
IRS990ScheduleA/SubstantialContributorsTotAmt0598430
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0329356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0373731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0361802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0615564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0806839
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02487292
IRS990ScheduleA/TotalSupportAmt04725912
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/ExpensesNotReportedAmt02772
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01678154
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2218689
IRS990ScheduleD/OtherExpensesIncludedAmt02772
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0472704
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherRevenueAmt02772
IRS990ScheduleD/RevenueNotReportedAmt0-2215917
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02077488
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS SUBJECTED TO FEDERAL INCOME TAX ONLY ON NET UNRELATED BUSINESS INCOME. THE FOUNDATION APPLIES THE INCOME TAX STANDARD REGARDING RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 2,772.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 2,772.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01678154
IRS990ScheduleD/TotalLiabilityAmt0472704
IRS990ScheduleD/TotalRevenuePerForm990Amt02077488
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-138429
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01680926
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01446080
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESIDENT ASSITANCE PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED LUTHERAN PROGRAM FOR THE AGING INC
IRS990ScheduleI/RecipientTable/RecipientEIN0390981434
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04545 N 92ND STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053225
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0UNITED LUTHERAN PROGRAM FOR THE AGING, INC., THE GRANT RECEIVING ORGANIZATION, USES THE GRANT FUNDS RECEIVED TO SUPPORT THEIR CHARITABLE PURPOSE OF PROVIDING EXCELLENT HOUSING, CARE, AND SERVICES TO OLDER ADULTS. UNITED LUTHERAN PROGRAM FOR THE AGING, INC. PROVIDES MULTIPLE OPTIONS FOR OLDER ADULTS DEPENDING ON THEIR HEALTH CONDITION INCLUDING A HEALTH CARE CENTER, ASSISTED LIVING, AND INDEPENDENT LIVING FACILITIES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE I, PART II
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd01
IRS990ScheduleJ/RebuttablePresumptionProcInd01
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt025000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt16500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt211950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0186987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1133054
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2117072
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt15962
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt26061
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt19501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt28335
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt214177
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHANIE CHEDID
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ELIZABETH DIEHL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DAVID BEINLICH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2INTERIM PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0233653
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1155017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2157595
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION PAID TO DIRECTORS AND OFFICERS IS DETERMINED BY UNITED LUTHERAN PROGRAM FOR THE AGING. THEY USE THE FOLLOWING METHODS TO DETERMINE COMPENSATION: 1)COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) FORM 990 OF OTHER ORGANIZATIONS; 4) COMPENSATION SURVEY OR STUDY; AND 5) APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1STEPHANIE CHEDID IS ELIGIBLE FOR A 50K CONTRIBUTION ANNUALLY (FIRST CONTRIBUTION DEPOSITED 2016). PAYABLE 5 YEARS FROM START OF PLAN SUBJECT TO VESTING REQUIREMENTS.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2THE CEO, ADMINSTRATOR AND CFO ARE ELIGIBLE FOR DISCRETIONARY BONUS PAYMENTS. THE CEO'S BONUS MAX FOR 2015 WAS $25,000 AND IS SUBJECT TO THE ATTAINMENT OF 6 GOALS, EACH VALUED AT $4,167.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt3DEFERRED COMPENSTAION PLAN WITH CEO
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I, LINE 7
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I, LINE 8
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THREE OF THE DIRECTORS (AND THE SUCCESSORS TO SUCH DIRECTORS) SHALL BE ELECTED BY THE BOARD OF DIRECTORS OF UNITED LUTHERAN PROGRAM OF THE AGING, INC. AT ITS REGULAR MEETING NEXT PRECEDING THE ANNUAL MEETING OF THIS CORPORATION AT WHICH THE TERM OF SUCH DIRECTOR EXPIRES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS WHERE THE MEMBERS HAD A CHANCE TO REVIEW THE 990 BEFORE IT WAS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD 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 DETEMINE THE APPROPRIATE ACTION. DEPENDING ON THE TYPE OF CONFLICT, DIRECTORS AND OFFICERS WITH CONFLICTS MAY BE ALLOWED TO REMAIN ON THE BOARD, BUT WOULD BE EXPECTED TO REFRAIN FROM DISCUSSIONS OR VOTING ON MATTERS WHERE A POTENTIAL CONFLICT EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION SHARES A CEO WITH THE UNITED LUTHERAN PROGRAM FOR THE AGING, INC. AN OUTSIDE COMPENSATION CONSULTANT IS ENGAGED TO REVIEW NON PROFIT COMPENSATION OF LIKE ORGANIZATIONS AND INDUSTRY COMPENSATION SURVEYS. BASED ON THIS DATA, COMPENSATION RECOMMENDATIONS ARE MADE TO THE EXECUTIVE COMMITTEE OF THE BOARD OF THE ULPA AND APPROVED BY THIS COMMITTEE. THE REVIEW WAS PERFORMED BY CARSON DETTMANN USING DATA FROM THE 2015 GUIDESTAR NONPROFIT COMPENSATION REPORT AND THE 2015 LEADING AGE WISCONSIN NURSING HOME EXECUTIVE DIRECTOR SURVEY. THE INFORMATION WAS DOCUMENTED BY CARLSON DETTMAN CONSULTING IN A REBUTTABLE PRESUMPTION CHECKLIST.

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,865,314
Liabilities
$498,536
Net assets
$15,366,778
Revenue
$2,077,488
Expenses
$1,678,154
Net income
$399,334
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