Civic Intelligence

Luther Manor Foundation Inc.

990 • Fiscal year 2016 • EIN 39-1499823

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 23, 2017

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

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.26x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

85th percentile

26%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$331,372

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

41st percentile

-0.0%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$15,865,235

Down $79 (-0.0%) from 2015

Net Assets

Up

$15,429,066

Up $62,288 (+0.4%) from 2015

Liabilities

Down

$436,169

Down $62,367 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin85th percentile

Revenue

Down

$1,696,678

Down $380,810 (-18%) from 2015

Expenses

Down

$1,250,892

Down $427,262 (-25%) from 2015

Net Income

Up

$445,786

Up $46,452 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2016

Assets$15,865,235
Liabilities$436,169
Net Assets$15,429,066
Open 2016 Filing

Operations Trend

Revenue Growth15th 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

2016

Revenue$1,696,678
Expenses$1,250,892
Net Income$445,786
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 23, 2017
Return Version
2016v3.0
Gross Receipts
$15,677,619
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$13,985,721$15,002,673▲ $1,016,952
Savings and Temporary Cash Investments$203,863$643,669▲ $439,806
Cash and Non-Interest-Bearing Accounts$1,624,662$213,411▼ $1,411,251
Pledges and Grants Receivable$9,358--
Total Assets$15,865,314$15,865,235▼ $79
Other Assets Total$41,710$5,482▼ $36,228
Liabilities
Other Liabilities$472,704$415,201▼ $57,503
Accounts Payable and Accrued Expenses$25,832$20,968▼ $4,864
Total Liabilities$498,536$436,169▼ $62,367
Net Assets / Fund Balance
Unrestricted Net Assets$15,366,778$15,429,066▲ $62,288
Total Net Assets Fund Balance$15,366,778$15,429,066▲ $62,288
Total Liabilities and Net Assets / Fund Balance$15,865,314$15,865,235▼ $79
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Elizabeth DiehlCFOPT$149,103$149,103
Cherie SwensonExecutive DirectorFT$119,934$119,934

Board Members and Trustees

NameTitle
Thomas BuckChair
John SilsethImmediate Past Chair
Jim PittelkowDirector
Stephanie ChedidCEO
William PickeringSecretary
Fred AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$179,157
Program Service Revenue
$0
Investment Income
$1,517,521
Other Revenue
$0
All Other Contributions
$179,157
Change in Net Assets
$445,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,696,678
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-383,498
Total Revenue per Audited Statements
$1,313,180
Total Revenue per Form 990
$1,696,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,030,000
Other Expenses$220,892
Total Fundraising Expense$136,323
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,030,000--$1,030,000
Other Expenses--$129,006$129,006
Fees for Service Investment Mgmnt Fees-$78,819-$78,819
All Other Expenses--$7,317$7,317
Fees for Services Accounting-$5,750-$5,750
Total Functional Expenses$1,030,000$84,569$136,323$1,250,892

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,250,892
Total Expenses per Audited Statements$1,250,892
Total Expenses per Form 990$1,250,892
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Lutheran Program for the Aging IncMilwaukee, WI501(c)(3)Resident Assitance Program$1,030,000
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 Affiliates$415,201
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 11B

“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 2016 guidestar nonprofit compensation report and the 2016 leadingage cemo survey. The information was documented by the executive committe of the ulpa board of directors 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
2017-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Chedid
Formed
1985
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
26

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.”

Raw XML AppendixShowing 400 of 465 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0361802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0615564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01859610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0394394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0496511
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0511819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0431546
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0373200
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02207470
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38090
IRS990ScheduleA/PublicSupportPY170Pct00.39970
IRS990ScheduleA/PublicSupportTotal170Amt01549016
IRS990ScheduleA/SubstantialContributorsTotAmt0310594
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0179157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0329356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0373731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0361802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0615564
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01859610
IRS990ScheduleA/TotalSupportAmt04067080
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
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01250892
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0415201
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/RevenueNotReportedAmt0-383498
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01696678
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01250892
IRS990ScheduleD/TotalLiabilityAmt0415201
IRS990ScheduleD/TotalRevenuePerForm990Amt01696678
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01313180
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01250892
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01030000
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 ENRICHING THE LIVES OF 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
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/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt035000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0219410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt053965
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022997
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHANIE CHEDID
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0331372
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, CFO, CHRO, CCO, AND CMO ARE ELIGIBLE FOR DISCRETIONARY BONUS PAYMENTS.
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 2016 GUIDESTAR NONPROFIT COMPENSATION REPORT AND THE 2016 LEADINGAGE CEMO SURVEY. THE INFORMATION WAS DOCUMENTED BY THE EXECUTIVE COMMITTE OF THE ULPA BOARD OF DIRECTORS IN A REBUTTABLE PRESUMPTION CHECKLIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S PROCESSES HAVE NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED LUTHERAN PROGRAM FOR THE AGING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390981434
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ELDERLY CARE, NURSING HOME CARE, ASSISTED & INDEPENDENT LIVING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04545 N 92ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053225
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01030000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1129006
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BOOK
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1BOOK
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED LUTHERAN PROGRAM FOR THE AGING INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNITED LUTHERAN PROGRAM FOR THE AGING INC
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015865314
IRS990/TotalAssetsEOYAmt015865235
IRS990/TotalAssetsGrp/BOYAmt015865314
IRS990/TotalAssetsGrp/EOYAmt015865235
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0179157
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0136323
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084569
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01030000
IRS990/TotalFunctionalExpensesGrp/TotalAmt01250892
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0498536

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,865,235
Liabilities
$436,169
Net assets
$15,429,066
Revenue
$1,696,678
Expenses
$1,250,892
Net income
$445,786
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