Civic Intelligence

Lutheran Homes of Oconomowoc

EIN 39-1889721 • 501(c)3 • Oconomowoc, WI

Profile

Solicit and receive financial support for the benefit of lutheran homes of oconomowoc, inc.

PO Box 208Oconomowoc, WI 53066

www.shorehavenliving.org

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$299,856

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 76.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

24%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,638,435

Up $930,297 (+14%) from 2023

Liabilities

Up

$3,476

Up $3,476 from 2023

Net Assets

Up

$7,634,959

Up $926,821 (+14%) from 2023

Revenue

Up

$392,459

Up $77,004 (+24%) from 2023

Expenses

Up

$14,162

Up $2,485 (+21%) from 2023

Net Income

Up

$378,297

Up $74,519 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,167,485Liabilities 2010: $0Net Assets 2010: $2,167,4852010Assets 2011: $2,108,290Liabilities 2011: $0Net Assets 2011: $2,108,2902011Assets 2012: $2,401,677Liabilities 2012: $0Net Assets 2012: $2,401,6772012Assets 2013: $2,861,714Liabilities 2013: $0Net Assets 2013: $2,861,7142013Assets 2014: $3,047,368Liabilities 2014: $0Net Assets 2014: $3,047,3682014Assets 2015: $3,087,886Liabilities 2015: $0Net Assets 2015: $3,087,8862015Assets 2016: $3,238,937Liabilities 2016: $0Net Assets 2016: $3,238,9372016Assets 2017: $3,714,584Liabilities 2017: $0Net Assets 2017: $3,714,5842017Assets 2018: $3,593,763Liabilities 2018: $0Net Assets 2018: $3,593,7632018Assets 2019: $4,808,946Liabilities 2019: $0Net Assets 2019: $4,808,9462019Assets 2020: $5,388,403Liabilities 2020: $0Net Assets 2020: $5,388,4032020Assets 2021: $6,478,244Liabilities 2021: $0Net Assets 2021: $6,478,2442021Assets 2022: $5,680,161Liabilities 2022: $0Net Assets 2022: $5,680,1612022Assets 2023: $6,708,138Liabilities 2023: $0Net Assets 2023: $6,708,1382023Assets 2024: $7,638,435Liabilities 2024: $3,476Net Assets 2024: $7,634,9592024

Highlighted filing

2024

Assets$7,638,435
Liabilities$3,476
Net Assets$7,634,959

Operations Trend

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

$1.0M$500K$0Expenses 2010: $10,7702010Expenses 2011: $10,5242011Expenses 2012: $7,7062012Revenue 2013: $203,288Expenses 2013: $8,071Net Income 2013: $195,2172013Revenue 2014: $215,076Expenses 2014: $9,313Net Income 2014: $205,7632014Revenue 2015: $195,489Expenses 2015: $10,237Net Income 2015: $185,2522015Revenue 2016: $10,843Expenses 2016: $10,220Net Income 2016: $6232016Revenue 2017: $132,959Expenses 2017: $10,907Net Income 2017: $122,0522017Revenue 2018: $357,287Expenses 2018: $11,323Net Income 2018: $345,9642018Revenue 2019: $989,404Expenses 2019: $11,245Net Income 2019: $978,1592019Revenue 2020: $221,059Expenses 2020: $8,966Net Income 2020: $212,0932020Revenue 2021: $700,638Expenses 2021: $8,047Net Income 2021: $692,5912021Revenue 2022: $528,454Expenses 2022: $13,086Net Income 2022: $515,3682022Revenue 2023: $315,455Expenses 2023: $11,677Net Income 2023: $303,7782023Revenue 2024: $392,459Expenses 2024: $14,162Net Income 2024: $378,2972024

Highlighted filing

2024

Revenue$392,459
Expenses$14,162
Net Income$378,297

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.63$0.39$0.01$0.38
2023Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.32$0.01$0.30
2022Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.53$0.01$0.52
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.70$0.01$0.69
2020Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.22$0.01$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.99$0.01$0.98
2018Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.36$0.01$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.13$0.01$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.20$0.01$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.22$0.01$0.21
2013Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.20$0.01$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.00$2.11$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Gross Receipts
$670,382
Mission and Program Overview

Mission

Solicit and receive financial support for the benefit of lutheran homes of oconomowoc, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,899,186$6,581,673▲ $682,487
Cash and Non-Interest-Bearing Accounts$808,952$1,056,762▲ $247,810
Total Assets$6,708,138$7,638,435▲ $930,297
Liabilities
Other Liabilities$0$3,476▲ $3,476
Total Liabilities$0$3,476▲ $3,476
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,708,138$7,634,959▲ $926,821
Total Net Assets Fund Balance$6,708,138$7,634,959▲ $926,821
Total Liabilities and Net Assets / Fund Balance$6,708,138$7,638,435▲ $930,297
Compensation and Service Providers

Employees

NameTitleOtherTotal
Scott BerginCFO (from July 2024)$81,141$81,141

Board Members and Trustees

NameTitle
Phil HollandChair
Atty Mary Lee RatzelPast Chair
Norman EckstaedtVice Chair
Al BuscemiDirector
Beth Boyer-ryanDirector
Buck SilkeyDirector
Joel LammersDirector
John BorayDirector
Katie MillerDirector
Mary Kay SokopDirector
Roger MayerDirector
Carol ZeutziusDirector (thru Oct 2024)
Kurt SchrangDirector (thru Oct 2024)
Dale DahlkeCEO
Joan BirrCFO (thru July 2024)
MARY JO O'MALLEYSecretary
Bill LentzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,039
Program Service Revenue
$0
Investment Income
$170,420
Other Revenue
$0
All Other Contributions
$222,039
Change in Net Assets
$378,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,162
Total Fundraising Expense$14,162
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses--$14,162$14,162
Total Functional Expenses$0$0$14,162$14,162
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 Lutheran Homes of Oconomowoc$3,476
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

At all times, one director shall be appointed by lutheran homes of oconomowoc, inc.

Form 990, Part VI, Section A, Line 7B

Requested removal of the director appointed by lutheran homes of oconomowoc, inc. By the other members of the board of directors may be requested by resolution of the board of directors forwarded to lutheran homes of oconomowoc, inc., but shall not be effective unless approved by lutheran homes of oconomowoc, inc. And a replacement appointed by that body.

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

The chief executive officer reviews the form 990 before it is filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Lutheran homes of oconomowoc requests that all members of the board of directors, corporate members, and corporate staff complete the annual statement of conflict. This is requested in the fall of each year. In this statement, acknowledgement of any potential conflict is to be identified. In addition, as an agenda item on all board and committee meetings is acknowledgement of any potential conflict of interest. During discussion of the agenda item wherein there is a conflict by one or more of the members, the body shall beforehand decide at what level of presence, discussion, and decision making the member shall be allowed to participate. Finally, regular records will be maintained of all instances of conflict and reviewed on an annual basis.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lutheran Homes of Oconomowoc
EIN
39-1889721
Phone
2625678341
Address
PO BOX 208, OCONOMOWOC, WI 53066

Signing Officer

Name
Scott Bergin
Title
CFO
Phone
2625678341
Signed
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tyler Gudex
Formed
1997
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
15

Preparer

Firm
Wipfli Llp
Address
10000 INNOVATION DRIVE SUITE 250, MILWAUKEE, WI 53226-4837
Preparer
Solomon Mardakhaev
Phone
4144319300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The oversight of the audit of the organization's financial statements and selection of an independent accountant has not changed from the prior year.

Raw XML AppendixShowing 400 of 510 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SOLICIT AND RECEIVE FINANCIAL SUPPORT FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC.
IRS990/AllOtherContributionsAmt0222039
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCOTT BERGIN
IRS990/BooksInCareOfDetail/PhoneNum02625606969
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01305 W WISCONSIN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053066
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0808952
IRS990/CashNonInterestBearingGrp/EOYAmt01056762
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0222039
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0170420
IRS990/CYOtherExpensesAmt014162
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0378297
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt014162
IRS990/CYTotalFundraisingExpenseAmt014162
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0392459
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SOLICIT AND RECEIVE SUBSTANTIAL FINANCIAL SUPPORT TO ACCOMPLISH THE CHARITABLE ENDS OF THE CORPORATION AND MAKE DISTRIBUTIONS TO AND FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC. WHICH PROVIDES HOMES AND SERVICES TO SENIORS IN A MANNER THAT REFLECTS CHRIST'S LOVE. NO DISTRIBUTIONS WERE MADE TO LUTHERAN HOMES OF OCONOMOWOC, INC. DURING 2024.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1538.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1638.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1738.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1540345
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1620241
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17495
IRS990/Form990PartVIISectionAGrp/PersonNm0PHIL HOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm1ATTY MARY LEE RATZEL
IRS990/Form990PartVIISectionAGrp/PersonNm2NORMAN ECKSTAEDT
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL LENTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY JO O'MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN BORAY
IRS990/Form990PartVIISectionAGrp/PersonNm6BETH BOYER-RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm7AL BUSCEMI
IRS990/Form990PartVIISectionAGrp/PersonNm8JOEL LAMMERS
IRS990/Form990PartVIISectionAGrp/PersonNm9ROGER MAYER
IRS990/Form990PartVIISectionAGrp/PersonNm10KATIE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11KURT SCHRANG
IRS990/Form990PartVIISectionAGrp/PersonNm12BUCK SILKEY
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY KAY SOKOP
IRS990/Form990PartVIISectionAGrp/PersonNm14CAROL ZEUTZIUS
IRS990/Form990PartVIISectionAGrp/PersonNm15DALE DAHLKE
IRS990/Form990PartVIISectionAGrp/PersonNm16JOAN BIRR
IRS990/Form990PartVIISectionAGrp/PersonNm17SCOTT BERGIN
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15259511
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16164198
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1780646
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (THRU OCT 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (THRU OCT 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO (THRU JULY 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO (FROM JULY 2024)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-13255
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0264668
IRS990/GrossReceiptsAmt0670382
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0183675
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0183675
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05899186
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06581673
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0277923
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SOLICIT AND RECEIVE FINANCIAL SUPPORT FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06708138
IRS990/NetAssetsOrFundBalancesEOYAmt07634959
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13255
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0548524
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06708138
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07634959
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt014162
IRS990/OfficeExpensesGrp/TotalAmt014162
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt03476
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TYLER GUDEX
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0299239
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016216
IRS990/PYOtherExpensesAmt011677
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0303778
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0315455
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0378297
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390845016
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LUTHERAN HOMES OF OCONOMOWOC INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
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
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO LUTHERAN HOMES OF OCONOMOWOC
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt03476
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0245701
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1161340
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012449
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt18261
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt027896
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt111980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt03810
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DALE DAHLKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOAN BIRR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO (THRU JULY 2024)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0299856
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1184439
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY LUTHERAN HOMES OF OCONOMOWOC, INC., A RELATED ORGANIZATION OF LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION, INC. LUTHERAN HOMES OF OCONOMOWOC, INC. ESTABLISHED THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL USING THE COMPENSATION SURVEY OR STUDY METHOD AND THE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE METHOD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AT ALL TIMES, ONE DIRECTOR SHALL BE APPOINTED BY LUTHERAN HOMES OF OCONOMOWOC, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REQUESTED REMOVAL OF THE DIRECTOR APPOINTED BY LUTHERAN HOMES OF OCONOMOWOC, INC. BY THE OTHER MEMBERS OF THE BOARD OF DIRECTORS MAY BE REQUESTED BY RESOLUTION OF THE BOARD OF DIRECTORS FORWARDED TO LUTHERAN HOMES OF OCONOMOWOC, INC., BUT SHALL NOT BE EFFECTIVE UNLESS APPROVED BY LUTHERAN HOMES OF OCONOMOWOC, INC. AND A REPLACEMENT APPOINTED BY THAT BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHIEF EXECUTIVE OFFICER REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LUTHERAN HOMES OF OCONOMOWOC REQUESTS THAT ALL MEMBERS OF THE BOARD OF DIRECTORS, CORPORATE MEMBERS, AND CORPORATE STAFF COMPLETE THE ANNUAL STATEMENT OF CONFLICT. THIS IS REQUESTED IN THE FALL OF EACH YEAR. IN THIS STATEMENT, ACKNOWLEDGEMENT OF ANY POTENTIAL CONFLICT IS TO BE IDENTIFIED. IN ADDITION, AS AN AGENDA ITEM ON ALL BOARD AND COMMITTEE MEETINGS IS ACKNOWLEDGEMENT OF ANY POTENTIAL CONFLICT OF INTEREST. DURING DISCUSSION OF THE AGENDA ITEM WHEREIN THERE IS A CONFLICT BY ONE OR MORE OF THE MEMBERS, THE BODY SHALL BEFOREHAND DECIDE AT WHAT LEVEL OF PRESENCE, DISCUSSION, AND DECISION MAKING THE MEMBER SHALL BE ALLOWED TO PARTICIPATE. FINALLY, REGULAR RECORDS WILL BE MAINTAINED OF ALL INSTANCES OF CONFLICT AND REVIEWED ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.