Civic Intelligence

Lutherans Inc. for Elderly

990 • Fiscal year 2022 • EIN 39-1657635

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 22, 2023

Organization ProfileN/A
S69 W14142 Tess Corners DriveMuskego, WI 53150-3170

(262) 501-0821

Siviq Scores

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

Liabilities / Assets

95th percentile

1.15x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

6.01x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

26th percentile

-5.2%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$3,413,665

Up $30,922 (+0.9%) from 2021

Net Assets

Down

-$507,592

Down $34,080 (-7.2%) from 2021

Liabilities

Up

$3,921,257

Up $65,002 (+1.7%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin26th percentile

Revenue

Down

$652,586

Down $73,409 (-10%) from 2021

Expenses

Down

$686,666

Down $119,132 (-15%) from 2021

Net Income

Up

-$34,080

Up $45,723 (+57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2022

Assets$3,413,665
Liabilities$3,921,257
Net Assets-$507,592
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

2022

Revenue$652,586
Expenses$686,666
Net Income-$34,080
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 22, 2023
Return Version
2022v4.1
Gross Receipts
$652,586
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

Retirement Living Provided for Residents 55 and older in a 52 Unit Christian Living Environment including heat, underground parking, security, educational meeting, craft room woodworking shop, excersize room, chapel

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,777,226$2,717,406▼ $59,820
Savings and Temporary Cash Investments$616,864$700,603▲ $83,739
Accounts Receivable$-11,347$-4,344▲ $7,003
Rtn Earn Endowment Incm Other Fnds$-473,512$-507,592▼ $34,080
Total Assets$3,382,743$3,413,665▲ $30,922
Liabilities
Other Liabilities$3,852,200$3,913,800▲ $61,600
Accounts Payable and Accrued Expenses$4,055$7,457▲ $3,402
Total Liabilities$3,856,255$3,921,257▲ $65,002
Net Assets / Fund Balance
Total Net Assets Fund Balance$-473,512$-507,592▼ $34,080
Total Liabilities and Net Assets / Fund Balance$3,382,743$3,413,665▲ $30,922

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,313,010$3,333,304$5,646,314
Other Land Buildings$45,690$688,208$733,898
Land$354,441-$354,441
Equipment$4,265$137,006$141,271
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jim AstiPresident
Eric RuhVice President
Bernie SchultzDirector
James WurmDirector
Jonathan LongDirector
Michael MeyerDirector
Pastor Herbert LichenbergDirector
Jill WhitingSecretary
Jill WhitingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$641,765
Investment Income
$2,937
Other Revenue
$7,884
Change in Net Assets
$-34,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$557,568
Salaries, Compensation, and Employee Benefits$129,098
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$186,500--$186,500
Occupancy-$181,704-$181,704
Comp Disqual Persons-$119,924-$119,924
Insurance$28,357--$28,357
All Other Expenses-$10,637-$10,637
Payroll Taxes-$9,174-$9,174
Office Expenses-$7,391-$7,391
Fees for Services Legal-$4,667-$4,667
Advertising-$2,988-$2,988
Fees for Services Accounting-$475-$475
Other Expenses-$-18,131-$-18,131
Total Functional Expenses$214,857$471,809$0$686,666
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
Federal income taxes$3,913,800
Refundable Deposits-
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

Form 990, Part VI, Section 4, Line 11B

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

Form 990, Part VI, Section 6, Line 19

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

Filing and Contact Details

Filer

Filer Name
Lutherans Inc for Elderly
EIN
39-1657635
Address
S69 W14142 Tess Corners Drive, Muskego, WI 53150-3170

Signing Officer

Name
Jill Whiting
Title
Treasurer
Signed
2023-02-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Jill Whiting
Formed
1988
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
3
Employees
4

Preparer

Firm
Joseph E Peiffer CPA LLC
Address
126 E LAKE STREET, LAKE MILLS, WI 53551
Preparer
Joseph E Peiffer
Phone
9206488545
Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04055
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07457
IRS990/AccountsReceivableGrp/BOYAmt0-11347
IRS990/AccountsReceivableGrp/EOYAmt0-4344
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Retirement Living Provided for Residents 55 and older in a 52 Unit Christian Living Environment including heat, underground parking, security, educational meeting, craft room woodworking shop, excersize room, chapel
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02988
IRS990/AdvertisingGrp/TotalAmt02988
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010637
IRS990/AllOtherExpensesGrp/TotalAmt010637
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JILL WHITING
IRS990/BooksInCareOfDetail/PhoneNum02625010821
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02016 Madera Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0waukesha
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053189
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt0119924
IRS990/CompDisqualPersonsGrp/TotalAmt0119924
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02937
IRS990/CYOtherExpensesAmt0557568
IRS990/CYOtherRevenueAmt07884
IRS990/CYProgramServiceRevenueAmt0641765
IRS990/CYRevenuesLessExpensesAmt0-34080
IRS990/CYSalariesCompEmpBnftPaidAmt0129098
IRS990/CYTotalExpensesAmt0686666
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0652586
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0186500
IRS990/DepreciationDepletionGrp/TotalAmt0186500
IRS990/Desc0Retirement Living Provided for Reisdents aged 55 and older in a 52 unit Christian Living Environment including heat, undergorund parking, security, educational meetings, craft room, woodworking shop, excercize room. chapel beauty parlor and social activites
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0214857
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0475
IRS990/FeesForServicesAccountingGrp/TotalAmt0475
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04667
IRS990/FeesForServicesLegalGrp/TotalAmt04667
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6005.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM ASTI
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC RUH
IRS990/Form990PartVIISectionAGrp/PersonNm2JILL WHITING
IRS990/Form990PartVIISectionAGrp/PersonNm3JILL WHITING
IRS990/Form990PartVIISectionAGrp/PersonNm4JONATHAN LONG
IRS990/Form990PartVIISectionAGrp/PersonNm5PASTOR HERBERT LICHENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm6BERNIE SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES WURM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0652586
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt028357
IRS990/InsuranceGrp/TotalAmt028357
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02937
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02937
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04158518
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02777226
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02717406
IRS990/LandBldgEquipCostOrOtherBssAmt06875924
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt01233
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01233
IRS990/MissionDesc0Retirement Living Provided for Reisdents aged 55 and older in a 52 unti Christian Living Environment including heat, undergorund parking, security, educational meetings, craft room, woodworking shop, excercize room. chapel beauty parlor and social activites
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-473512
IRS990/NetAssetsOrFundBalancesEOYAmt0-507592
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0181704
IRS990/OccupancyGrp/TotalAmt0181704
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07391
IRS990/OfficeExpensesGrp/TotalAmt07391
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0GROUNDS MANTENANCE
IRS990/OtherExpensesGrp/Desc1UNIT MAINT TURNOVER
IRS990/OtherExpensesGrp/Desc2LIFE TOURS EXPENSE
IRS990/OtherExpensesGrp/Desc3CLAIMS TO INSURANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt055208
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt137598
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt260174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-18131
IRS990/OtherExpensesGrp/TotalAmt055208
IRS990/OtherExpensesGrp/TotalAmt137598
IRS990/OtherExpensesGrp/TotalAmt260174
IRS990/OtherExpensesGrp/TotalAmt3-18131
IRS990/OtherLiabilitiesGrp/BOYAmt03852200
IRS990/OtherLiabilitiesGrp/EOYAmt03913800
IRS990/OtherRevenueMiscGrp/Desc0RETURNED CHECK FEES
IRS990/OtherRevenueMiscGrp/Desc1LIFE DEVELOP FUND INCOME
IRS990/OtherRevenueMiscGrp/Desc2WAIT LIST FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16141
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16141
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2500
IRS990/OtherRevenueTotalAmt07884
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09174
IRS990/PayrollTaxesGrp/TotalAmt09174
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JILL WHITING
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Operational
IRS990/ProgramServiceRevenueGrp/Desc1Entrance Fee
IRS990/ProgramServiceRevenueGrp/Desc2Operational Income
IRS990/ProgramServiceRevenueGrp/Desc3Store Sales
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0543373
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt135200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt262487
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0543373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt135200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt262487
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3705
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01548
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0670109
IRS990/PYOtherRevenueAmt0105923
IRS990/PYProgramServiceRevenueAmt0618524
IRS990/PYRevenuesLessExpensesAmt0-79803
IRS990/PYSalariesCompEmpBnftPaidAmt0135689
IRS990/PYTotalExpensesAmt0805798
IRS990/PYTotalRevenueAmt0725995
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-34080
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-473512
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-507592
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0616864
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0700603
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02937
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01548
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02276
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0641765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0618524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0603411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0600950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0529788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02994438
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02937
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01548
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012138
IRS990ScheduleA/InvestmentIncomeCYPct00.00400
IRS990ScheduleA/InvestmentIncomePYPct00.00630
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99600
IRS990ScheduleA/PublicSupportPY509Pct00.99370
IRS990ScheduleA/PublicSupportTotal509Amt02994438
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0641765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0618524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0603411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0600950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0529788
IRS990ScheduleA/Total509Grp/TotalAmt02994438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0644702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0620072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0605483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0604255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0532064
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03006576
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02313010
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03333304
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05646314
IRS990ScheduleD/EquipmentGrp/BookValueAmt04265
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0137006
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0141271
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0354441
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0354441
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt045690
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0688208
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0733898
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03913800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Refundable Deposits
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02717406
IRS990ScheduleD/TotalLiabilityAmt03913800
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN OFFICER OR OFFICERS OF THE ORGANIZATION REVIEW THE RETURN PRIOR TO SIGNING THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST, DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAIALBE TO OFFICERS AND MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section 4, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section 6, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03382743
IRS990/TotalAssetsEOYAmt03413665
IRS990/TotalAssetsGrp/BOYAmt03382743
IRS990/TotalAssetsGrp/EOYAmt03413665
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0471809
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214857
IRS990/TotalFunctionalExpensesGrp/TotalAmt0686666
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03856255
IRS990/TotalLiabilitiesEOYAmt03921257
IRS990/TotalLiabilitiesGrp/BOYAmt03856255
IRS990/TotalLiabilitiesGrp/EOYAmt03921257
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-473512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-507592
IRS990/TotalProgramServiceExpensesAmt0214857
IRS990/TotalProgramServiceRevenueAmt0641765
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0652586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0652586
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03382743
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03413665
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03555 S Sunnyslope Road
IRS990/USAddress/CityNm0New Berlin
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053151
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL WHITING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lutherans Inc for Elderly
ReturnHeader/Filer/BusinessNameControlTxt0LUTH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,413,665
Liabilities
$3,921,257
Net assets
-$507,592
Revenue
$652,586
Expenses
$686,666
Net income
-$34,080
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
2022Detailed filing. Detailed filing data is available for this year.$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