Civic Intelligence

Lutherans Inc for Elderly

EIN 39-1657635 • 501(c)3 • Muskego, WI

Profile

Retirement living provided for residents 55 and older in a 52 unit christian living environment including heat, underground parking, security, educational meetings, craft room, woodworking shop, excersize room, chapel, beauty parlor and socail activities

S69 W14142 Tess Corners DriveMuskego, WI 53150-3170
Siviq Scores

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

Liabilities / Assets

95th percentile

1.21x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

4.68x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

37th percentile

-0.7%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

9.7%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$3,127,281

Down $155,319 (-4.7%) from 2023

Liabilities

Down

$3,790,146

Down $40,342 (-1.1%) from 2023

Net Assets

Down

-$662,865

Down $114,977 (-21%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin37th percentile

Revenue

Up

$737,154

Up $6,222 (+0.9%) from 2023

Expenses

Up

$852,131

Up $80,903 (+10%) from 2023

Net Income

Down

-$114,977

Down $74,681 (-185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$2.0M$0-$2.0MAssets 2011: $3,306,052Liabilities 2011: $3,704,080Net Assets 2011: -$398,0282011Assets 2012: $3,293,247Liabilities 2012: $3,709,646Net Assets 2012: -$416,3992012Assets 2013: $3,487,928Liabilities 2013: $3,897,446Net Assets 2013: -$409,5182013Assets 2014: $3,451,783Liabilities 2014: $3,907,152Net Assets 2014: -$455,3692014Assets 2015: $3,429,559Liabilities 2015: $3,924,556Net Assets 2015: -$494,9972015Assets 2016: $3,331,588Liabilities 2016: $3,825,236Net Assets 2016: -$493,6482016Assets 2017: $3,416,285Liabilities 2017: $3,911,647Net Assets 2017: -$495,3622017Assets 2018: $3,407,477Liabilities 2018: $3,919,006Net Assets 2018: -$511,5292018Assets 2019: $3,433,672Liabilities 2019: $3,925,818Net Assets 2019: -$492,1462019Assets 2020: $3,489,366Liabilities 2020: $3,883,075Net Assets 2020: -$393,7092020Assets 2021: $3,382,743Liabilities 2021: $3,856,255Net Assets 2021: -$473,5122021Assets 2022: $3,413,665Liabilities 2022: $3,921,257Net Assets 2022: -$507,5922022Assets 2023: $3,282,600Liabilities 2023: $3,830,488Net Assets 2023: -$547,8882023Assets 2024: $3,127,281Liabilities 2024: $3,790,146Net Assets 2024: -$662,8652024

Highlighted filing

2024

Assets$3,127,281
Liabilities$3,790,146
Net Assets-$662,865
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $383,249Expenses 2011: $486,205Net Income 2011: -$102,9562011Revenue 2012: $468,466Expenses 2012: $486,842Net Income 2012: -$18,3762012Revenue 2013: $484,207Expenses 2013: $508,470Net Income 2013: -$24,2632013Revenue 2014: $497,421Expenses 2014: $514,386Net Income 2014: -$16,9652014Revenue 2015: $501,433Expenses 2015: $541,061Net Income 2015: -$39,6282015Revenue 2016: $476,340Expenses 2016: $474,992Net Income 2016: $1,3482016Revenue 2017: $558,456Expenses 2017: $560,167Net Income 2017: -$1,7112017Revenue 2018: $548,728Expenses 2018: $561,496Net Income 2018: -$12,7682018Revenue 2019: $608,068Expenses 2019: $596,240Net Income 2019: $11,8282019Revenue 2020: $634,208Expenses 2020: $544,650Net Income 2020: $89,5582020Revenue 2021: $725,995Expenses 2021: $805,798Net Income 2021: -$79,8032021Revenue 2022: $652,586Expenses 2022: $686,666Net Income 2022: -$34,0802022Revenue 2023: $730,932Expenses 2023: $771,228Net Income 2023: -$40,2962023Revenue 2024: $737,154Expenses 2024: $852,131Net Income 2024: -$114,9772024

Highlighted filing

2024

Revenue$737,154
Expenses$852,131
Net Income-$114,977
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,127,281
Liabilities
$3,790,146
Net assets
-$662,865
Revenue
$737,154
Expenses
$852,131
Net income
-$114,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$3.79$0.66$0.74$0.85$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$3.83$0.55$0.73$0.77$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$3.92$0.51$0.65$0.69$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$3.86$0.47$0.73$0.81$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$3.88$0.39$0.63$0.54$0.09
2019Summary only. Only limited summary data is available for this year.$3.43$3.93$0.49$0.61$0.60$0.01
2018Summary only. Only limited summary data is available for this year.$3.41$3.92$0.51$0.55$0.56$0.01
2017Summary only. Only limited summary data is available for this year.$3.42$3.91$0.50$0.56$0.56$0.00
2016Summary only. Only limited summary data is available for this year.$3.33$3.83$0.49$0.48$0.47$0.00
2015Summary only. Only limited summary data is available for this year.$3.43$3.92$0.49$0.50$0.54$0.04
2014Summary only. Only limited summary data is available for this year.$3.45$3.91$0.46$0.50$0.51$0.02
2013Summary only. Only limited summary data is available for this year.$3.49$3.90$0.41$0.48$0.51$0.02
2012Summary only. Only limited summary data is available for this year.$3.29$3.71$0.42$0.47$0.49$0.02
2011Summary only. Only limited summary data is available for this year.$3.31$3.70$0.40$0.38$0.49$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 30, 2025
Return Version
2024v5.2
Gross Receipts
$737,921
Mission and Program Overview

Mission

Retirement living provided for residents 55 and older in a 52 unit christian living environment including heat, underground parking, security, educational meetings, craft room, woodworking shop, excersize room, chapel, beauty parlor and socail activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,696,640$2,500,184▼ $196,456
Savings and Temporary Cash Investments$587,940$628,167▲ $40,227
Accounts Receivable$-1,980$-1,070▲ $910
Rtn Earn Endowment Incm Other Fnds$-547,888$-662,865▼ $114,977
Total Assets$3,282,600$3,127,281▼ $155,319
Liabilities
Other Liabilities$3,807,700$3,772,000▼ $35,700
Accounts Payable and Accrued Expenses$22,788$18,146▼ $4,642
Total Liabilities$3,830,488$3,790,146▼ $40,342
Net Assets / Fund Balance
Total Net Assets Fund Balance$-547,888$-662,865▼ $114,977
Total Liabilities and Net Assets / Fund Balance$3,282,600$3,127,281▼ $155,319

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,006,063$3,647,734$5,653,797
Other Land Buildings$80,403$748,456$828,859
Land$354,441-$354,441
Equipment$16,056$145,650$161,706
Leasehold Improvements$43,221$4,800$48,021
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jim AstiPresident
Eric RuhVice President
Bernie SchulzDirector
Daniel KolosovskyDirector
James WurmDirector
Jonathan LongDirector
Keith BerryDirector
Jill WhitingSecretary
Rick WitzlsteinerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$715,398
Investment Income
$19,823
Other Revenue
$1,933
Change in Net Assets
$-114,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$722,526
Salaries, Compensation, and Employee Benefits$129,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$392,559--$392,559
Depreciation Depletion$196,456--$196,456
Comp Disqual Persons$120,443--$120,443
Insurance$29,282--$29,282
Payroll Taxes$9,162--$9,162
Office Expenses$7,613--$7,613
Other Expenses$3,291--$3,291
Advertising$2,148--$2,148
Total Functional Expenses$852,131$0$0$852,131
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
Refundable Deposits$3,772,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“There are no committees that have authority to act on behalfof the governing body.”

Form 990 governing body review Part VI line 11

“An officer or officers of the organization review the retrun prior to signing the return”

Governing documents etc available to public Part VI line 19

“Upon request, documents and financial statements are avilable to the public. Financial statements are avilable to officers and management”

Filing and Contact Details

Filer

Filer Name
Lutherans Inc for Elderly
EIN
39-1657635
In Care Of
% RICK WITZLSTEINER
Phone
4144224686
Address
S69 W14142 TESS CORNERS DRIVE, MUSKEGO, WI 53150-3170

Signing Officer

Name
Rick Witzlsteiner
Title
Treasurer
Phone
4144224686
Signed
2025-07-30
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
0
Employees
4

Preparer

Firm
Wasserman Shuff & Co LLC
Address
8375 S Howell Ave Ste 202, Oak Creek, WI 53154-8344
Preparer
Christina Kuhrt Ea
Phone
4147647020
Raw XML AppendixShowing 400 of 424 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/OtherExpensesGrp/TotalAmt129001
IRS990/OtherExpensesGrp/TotalAmt210745
IRS990/OtherExpensesGrp/TotalAmt33291
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IRS990/OtherRevenueMiscGrp/Desc2WAIT LIST FEES
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11343
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2700
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2700
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IRS990/ProgramServiceRevenueGrp/Desc1ENTRANCE FEE
IRS990/ProgramServiceRevenueGrp/Desc2LIFE TOURS INCOME
IRS990/ProgramServiceRevenueGrp/Desc3GARAGE SPACE
IRS990/ProgramServiceRevenueGrp/Desc4ROOM RESERVATION
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0618524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0603411
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02937
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01548
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02072
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036306
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09926
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02072
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt03647734
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IRS990ScheduleD/EquipmentGrp/BookValueAmt016056
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0145650
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0161706
IRS990ScheduleD/LandGrp/BookValueAmt0354441
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0354441
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt043221
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04800
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt048021
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt080403
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0748456
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0828859
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03772000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALFOF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN OFFICER OR OFFICERS OF THE ORGANIZATION REVIEW THE RETRUN PRIOR TO SIGNING THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, DOCUMENTS AND FINANCIAL STATEMENTS ARE AVILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVILABLE TO OFFICERS AND MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0852131
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt03830488
IRS990/TotalLiabilitiesGrp/EOYAmt03790146
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-547888
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-662865
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0852131
IRS990/TotalProgramServiceRevenueAmt0715398
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0737154
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03282600
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK WITZLSTEINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144224686
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-30

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