Civic Intelligence

Good Shepherd Lutheran Church Foundation Ltd.

990 • Fiscal year 2017 • EIN 39-1595973

Jan 01, 2017 to Dec 31, 2017 • Filed on May 31, 2018

5701 Raymond RdMadison, WI 53711

(608) 497-0477

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

1.9%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,453,482

Up $338,882 (+16%) from 2016

Net Assets

Up

$2,447,482

Up $335,382 (+16%) from 2016

Liabilities

Up

$6,000

Up $3,500 (+140%) from 2016

Revenue

Up

$188,568

Up $3,553 (+1.9%) from 2016

Expenses

Up

$85,730

Up $26,911 (+46%) from 2016

Net Income

Down

$102,838

Down $23,358 (-19%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $625,271Liabilities 2011: $0Net Assets 2011: $625,2712011Assets 2012: $703,376Liabilities 2012: $0Net Assets 2012: $703,3762012Assets 2013: $954,186Liabilities 2013: $250Net Assets 2013: $953,9362013Assets 2014: $1,869,604Liabilities 2014: $0Net Assets 2014: $1,869,6042014Assets 2015: $1,840,093Liabilities 2015: $5,000Net Assets 2015: $1,835,0932015Assets 2016: $2,114,600Liabilities 2016: $2,500Net Assets 2016: $2,112,1002016Assets 2017: $2,453,482Liabilities 2017: $6,000Net Assets 2017: $2,447,4822017Assets 2018: $2,355,231Liabilities 2018: $0Net Assets 2018: $2,355,2312018Assets 2019: $2,831,581Liabilities 2019: $500Net Assets 2019: $2,831,0812019Assets 2020: $2,943,140Liabilities 2020: $0Net Assets 2020: $2,943,1402020Assets 2021: $3,238,377Liabilities 2021: $0Net Assets 2021: $3,238,3772021Assets 2022: $2,730,320Liabilities 2022: $0Net Assets 2022: $2,730,3202022Assets 2023: $2,983,894Liabilities 2023: $0Net Assets 2023: $2,983,8942023Assets 2024: $3,148,584Liabilities 2024: $0Net Assets 2024: $3,148,5842024

Highlighted filing

2017

Assets$2,453,482
Liabilities$6,000
Net Assets$2,447,482

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $12,1512011Expenses 2012: $17,4452012Revenue 2013: $176,457Expenses 2013: $62,753Net Income 2013: $113,7042013Revenue 2014: $867,105Expenses 2014: $50,524Net Income 2014: $816,5812014Revenue 2015: $187,491Expenses 2015: $58,242Net Income 2015: $129,2492015Revenue 2016: $185,015Expenses 2016: $58,819Net Income 2016: $126,1962016Revenue 2017: $188,568Expenses 2017: $85,730Net Income 2017: $102,8382017Revenue 2018: $165,329Expenses 2018: $79,477Net Income 2018: $85,8522018Revenue 2019: $190,904Expenses 2019: $93,362Net Income 2019: $97,5422019Revenue 2020: $85,755Expenses 2020: $132,395Net Income 2020: -$46,6402020Revenue 2021: $80,682Expenses 2021: $92,747Net Income 2021: -$12,0652021Revenue 2022: $107,962Expenses 2022: $105,154Net Income 2022: $2,8082022Revenue 2023: $175,831Expenses 2023: $101,207Net Income 2023: $74,6242023Revenue 2024: $189,888Expenses 2024: $135,886Net Income 2024: $54,0022024

Highlighted filing

2017

Revenue$188,568
Expenses$85,730
Net Income$102,838
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 31, 2018
Return Version
2017v2.2
Gross Receipts
$223,593
Mission and Program Overview

Mission

To expand and continue the legacy of good shepherd lutheran church and to transform lives by reflecting jesus' love.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,114,600$2,453,482▲ $338,882
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,114,600$2,453,482▲ $338,882
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,500$6,000▲ $3,500
Total Liabilities$2,500$6,000▲ $3,500
Net Assets / Fund Balance
Unrestricted Net Assets$2,112,100$2,447,482▲ $335,382
Total Net Assets Fund Balance$2,112,100$2,447,482▲ $335,382
Total Liabilities and Net Assets / Fund Balance$2,114,600$2,453,482▲ $338,882
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brenda WilcoxPresident
Dean NelsonVice President
Pastor Chris EnstadLead Pastor
Aubrey Fowlermember
Diane HansonMember
Kay SimmonsMember
Lois ORourkeMember
Nathan BrinkmanMember
Tom GoldenMember
Karen GruenisenSecretary
Jim EdgerlyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,724
Program Service Revenue
$0
Investment Income
$76,844
Other Revenue
$0
All Other Contributions
$111,724
Change in Net Assets
$102,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,847
Other Expenses$6,883
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$65,400--$65,400
Grants to Domestic Orgs$13,447--$13,447
Fees for Services Accounting-$450-$450
Other Expenses-$29-$29
Total Functional Expenses$78,847$6,883$0$85,730
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Good Shepherd Food PantryMadison, WI-Provide food and clothing$13,447
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

990 is only document available to public.

Filing and Contact Details

Filer

Filer Name
Good Shepherd Lutheran Church Foundation
EIN
39-1595973
Phone
6084970477
Address
5701 Raymond Rd, Madison, WI 53711

Signing Officer

Name
Brenda Wilcox
Title
President
Signed
2018-05-31
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
10
Employees
0

Preparer

Firm
Ablre Tax Associates
Address
6515 Grand Teton PLZ STE 145, Madison, WI 53719
Preparer
Lynda Cantrell EA
Phone
6088274780
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Camperships provide Christian education for elementary aged children during summer months. 75 camping scholarships were provided. OTHER PROGRAM SERVICES 5: College Student Camp Internship. Supported 10 summer interns to assist in church summer children's ministry program attended by over 200 children. OTHER PROGRAM SERVICES 6: Joshua Group - Paid 50% of cost of 12-18 month consulting contract. This group will help the church to create vision/mission for the next 5-10 years through a Church survey, interviews, etc. This is support for entire congregation of approximately 3000 members. OTHER PROGRAM SERVICES 7: Women of Vision - support the cost of 200 snack packs/month provided to children in the after school programs at the Neighborhood Center and Library in the Meadowhood neighborhood. OTHER PROGRAM SERVICES 8: Habitat for Humanity - partial funding to build one Habitat for Humanity home. 100 Good Shepherd members also donated their time to build the home. OTHER PROGRAM SERVICES 9: Mellowhood Foundation is a 501(c)(3) entity created to empower undervalues youth and families by using mentoring and modeling to develp emerging leaders. OTHER PROGRAM SERVICES 10: Hearing Loop - Madison Campus - support the cost of a Hearing Loop amplifier for the main sanctuary of the Madison Campus of Good Shepherd Lutheran Church. This amplifier improves the sound quality for all members using hearing aids with telecoils.

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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The Food Pantry provides food and clothing to needy individuals. The Food Pantry served 1900 family units in 2017. Clothing and Shoes were provided to needy children. $917 in Goodwill Certificates were also provided for participants to use at Goodwill stores. The Foundation also supports two additional local food pantries and provides neighborhood meals.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013447
IRS990/ProgSrvcAccomActy2Grp/GrantAmt013447
IRS990/ProgSrvcAccomActy3Grp/Desc0Provide scholarships to 10 students attending Seminary and Lutheran colleges.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt012000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0105590
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt055499
IRS990/PYInvestmentIncomeAmt079425
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03320
IRS990/PYRevenuesLessExpensesAmt0126196
IRS990/PYTotalExpensesAmt058819
IRS990/PYTotalRevenueAmt0185015
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0102838
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110033
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt28000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Camp Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Camp Interns
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt111
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt29
IRS990ScheduleI/RecipientTable/CashGrantAmt013447
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Provide food and clothing
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Good Shepherd Food Pantry
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05701 Raymond Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Madison
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053711
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation meets quarterly and votes on the use and application of grant funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Camperships provide Christian education for elementary aged children during summer months. 75 camping scholarships were provided. OTHER PROGRAM SERVICES 5: College Student Camp Internship. Supported 10 summer interns to assist in church summer children's ministry program attended by over 200 children. OTHER PROGRAM SERVICES 6: Joshua Group - Paid 50% of cost of 12-18 month consulting contract. This group will help the church to create vision/mission for the next 5-10 years through a Church survey, interviews, etc. This is support for entire congregation of approximately 3000 members. OTHER PROGRAM SERVICES 7: Women of Vision - support the cost of 200 snack packs/month provided to children in the after school programs at the Neighborhood Center and Library in the Meadowhood neighborhood. OTHER PROGRAM SERVICES 8: Habitat for Humanity - partial funding to build one Habitat for Humanity home. 100 Good Shepherd members also donated their time to build the home. OTHER PROGRAM SERVICES 9: Mellowhood Foundation is a 501(c)(3) entity created to empower undervalues youth and families by using mentoring and modeling to develp emerging leaders. OTHER PROGRAM SERVICES 10: Hearing Loop - Madison Campus - support the cost of a Hearing Loop amplifier for the main sanctuary of the Madison Campus of Good Shepherd Lutheran Church. This amplifier improves the sound quality for all members using hearing aids with telecoils.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 is only document available to public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02114600
IRS990/TotalAssetsEOYAmt02453482
IRS990/TotalAssetsGrp/BOYAmt02114600
IRS990/TotalAssetsGrp/EOYAmt02453482
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0111724
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078847
IRS990/TotalFunctionalExpensesGrp/TotalAmt085730
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02500
IRS990/TotalLiabilitiesEOYAmt06000
IRS990/TotalLiabilitiesGrp/BOYAmt02500
IRS990/TotalLiabilitiesGrp/EOYAmt06000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02112100
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02447482
IRS990/TotalOtherProgSrvcExpenseAmt035657
IRS990/TotalOtherProgSrvcGrantAmt029597
IRS990/TotalProgramServiceExpensesAmt078847
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt076844
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0188568
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02114600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02453482
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02112100
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02447482
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.gslcwi.com/foundation.html
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brenda Wilcox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Good Shepherd Lutheran Church Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Ltd
ReturnHeader/Filer/BusinessNameControlTxt0GOOD
ReturnHeader/Filer/EIN0391595973
ReturnHeader/Filer/PhoneNum06084970477
ReturnHeader/Filer/USAddress/AddressLine1Txt05701 Raymond Rd
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053711

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.19$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.18$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.11$0.11$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.09$0.13$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.19$0.09$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.17$0.08$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.45$0.01$2.45$0.19$0.09$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.19$0.06$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.84$0.19$0.06$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.87$0.05$0.82
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.18$0.06$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.01