Civic Intelligence

Lutherans Inc. for Elderly

990 • Fiscal year 2023 • EIN 39-1657635

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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

(920) 648-8545

Siviq Scores

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

Liabilities / Assets

95th percentile

1.17x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

5.24x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

29th percentile

-5.5%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-3.8%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$3,282,600

Down $131,065 (-3.8%) from 2022

Net Assets

Down

-$547,888

Down $40,296 (-7.9%) from 2022

Liabilities

Down

$3,830,488

Down $90,769 (-2.3%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin29th percentile

Revenue

Up

$730,932

Up $78,346 (+12%) from 2022

Expenses

Up

$771,228

Up $84,562 (+12%) from 2022

Net Income

Down

-$40,296

Down $6,216 (-18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$3,282,600
Liabilities$3,830,488
Net Assets-$547,888
Open 2023 Filing

Operations Trend

Revenue Growth58th 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

2023

Revenue$730,932
Expenses$771,228
Net Income-$40,296
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$730,932
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$2,717,406$2,696,640▼ $20,766
Savings and Temporary Cash Investments$700,603$587,940▼ $112,663
Accounts Receivable$-4,344$-1,980▲ $2,364
Rtn Earn Endowment Incm Other Fnds$-507,592$-547,888▼ $40,296
Total Assets$3,413,665$3,282,600▼ $131,065
Liabilities
Other Liabilities$3,913,800$3,807,700▼ $106,100
Accounts Payable and Accrued Expenses$7,457$22,788▲ $15,331
Total Liabilities$3,921,257$3,830,488▼ $90,769
Net Assets / Fund Balance
Total Net Assets Fund Balance$-507,592$-547,888▼ $40,296
Total Liabilities and Net Assets / Fund Balance$3,413,665$3,282,600▼ $131,065

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,163,376$3,490,421$5,653,797
Other Land Buildings$113,424$715,435$828,859
Land$354,441-$354,441
Equipment$18,977$142,729$161,706
Leasehold Improvements$46,422$1,599$48,021
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jim AstiPresident
Eric RuhVice President
-Director
Bernie SchultzDirector
Daniel KolosovskyDirector
Jonathan LongDirector
Michael MeyerDirector
Pastor Herbert LichenbergDirector
Jill WhitingSecretary
Rick WitzlsteinerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$711,993
Investment Income
$9,926
Other Revenue
$9,013
Change in Net Assets
$-40,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$647,749
Salaries, Compensation, and Employee Benefits$123,479
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$233,688--$233,688
Depreciation Depletion$191,666--$191,666
Comp Disqual Persons$114,782--$114,782
Insurance$26,923--$26,923
Other Expenses$9,004--$9,004
Payroll Taxes$8,697--$8,697
Office Expenses$8,172--$8,172
Advertising$3,023--$3,023
All Other Expenses$2,978--$2,978
Total Functional Expenses$771,228$0$0$771,228
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$3,807,700
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
Rick Witzlsteiner
Title
Treasurer
Signed
2024-05-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Rick Witzlsteiner
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
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41070
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02937
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0557568
IRS990/PYOtherRevenueAmt07884
IRS990/PYProgramServiceRevenueAmt0641765
IRS990/PYRevenuesLessExpensesAmt0-34080
IRS990/PYSalariesCompEmpBnftPaidAmt0129098
IRS990/PYTotalExpensesAmt0686666
IRS990/PYTotalRevenueAmt0652586
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-40296
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-507592
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-547888
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0700603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0587940
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09926
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02937
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01548
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03305
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0771993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0641765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0618524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0603411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0600950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03236643
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09926
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02937
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01548
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019788
IRS990ScheduleA/InvestmentIncomeCYPct00.00610
IRS990ScheduleA/InvestmentIncomePYPct00.00400
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99390
IRS990ScheduleA/PublicSupportPY509Pct00.99600
IRS990ScheduleA/PublicSupportTotal509Amt03236643
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0771993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0641765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0618524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0603411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0600950
IRS990ScheduleA/Total509Grp/TotalAmt03236643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0781919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0644702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0620072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0605483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0604255
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03256431
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02163376
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03490421
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05653797
IRS990ScheduleD/EquipmentGrp/BookValueAmt018977
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0142729
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0161706
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0354441
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0354441
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt046422
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01599
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt048021
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0113424
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0715435
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0828859
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03807700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Refundable Deposits
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02696640
IRS990ScheduleD/TotalLiabilityAmt03807700
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/TotalAssetsBOYAmt03413665
IRS990/TotalAssetsEOYAmt03282600
IRS990/TotalAssetsGrp/BOYAmt03413665
IRS990/TotalAssetsGrp/EOYAmt03282600
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0771228
IRS990/TotalFunctionalExpensesGrp/TotalAmt0771228
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03921257
IRS990/TotalLiabilitiesEOYAmt03830488
IRS990/TotalLiabilitiesGrp/BOYAmt03921257
IRS990/TotalLiabilitiesGrp/EOYAmt03830488
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-507592
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-547888
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0-2100
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0-2100
IRS990/TotalProgramServiceExpensesAmt0771228
IRS990/TotalProgramServiceRevenueAmt0711993
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0730932
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0730932
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03413665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03282600
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 717
IRS990/USAddress/CityNm0Muskego
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053150
IRS990/VotingMembersGoverningBodyCnt08

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,282,600
Liabilities
$3,830,488
Net assets
-$547,888
Revenue
$730,932
Expenses
$771,228
Net income
-$40,296
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
2023Detailed filing. Detailed filing data is available for this year.$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