Civic Intelligence

Lutheran Home for the Aged Association - West

EIN 42-1402559 • 501(c)3 • Perry, IA

Profile

Providing quality care of the elderly or infirm, especially cutting edge care for those suffering from alzheimer's disease and other dementias and their families and caregivers.

2323 Willis AvenuePerry, IA 50220

www.perrylutheranhomes.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.93x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.75x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

52nd percentile

5.1%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$143,239

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

39th percentile

1.2%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-3.2%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$11,356,321

Up $137,959 (+1.2%) from 2023

Liabilities

Down

$10,565,420

Down $581,792 (-5.2%) from 2023

Net Assets

Up

$790,901

Up $719,751 (+1012%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin52nd percentile

Revenue

Down

$14,152,562

Down $460,697 (-3.2%) from 2023

Expenses

Up

$13,433,481

Up $952,909 (+7.6%) from 2023

Net Income

Down

$719,081

Down $1,413,606 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $2,389,363Liabilities 2011: $313,284Net Assets 2011: $2,076,0792011Assets 2012: $2,087,551Liabilities 2012: $232,699Net Assets 2012: $1,854,8522012Assets 2013: $2,601,903Liabilities 2013: $841,644Net Assets 2013: $1,760,2592013Assets 2014: $3,209,394Liabilities 2014: $1,447,776Net Assets 2014: $1,761,6182014Assets 2015: $3,751,127Liabilities 2015: $2,275,017Net Assets 2015: $1,476,1102015Assets 2016: $3,935,831Liabilities 2016: $2,433,710Net Assets 2016: $1,502,1212016Assets 2017: $3,962,051Liabilities 2017: $2,309,785Net Assets 2017: $1,652,2662017Assets 2018: $3,480,724Liabilities 2018: $2,624,891Net Assets 2018: $855,8332018Assets 2019: $3,156,393Liabilities 2019: $3,050,176Net Assets 2019: $106,2172019Assets 2020: $3,547,832Liabilities 2020: $4,051,915Net Assets 2020: -$504,0832020Assets 2021: $7,806,772Liabilities 2021: $8,464,891Net Assets 2021: -$658,1192021Assets 2022: $7,477,974Liabilities 2022: $9,539,462Net Assets 2022: -$2,061,4882022Assets 2023: $11,218,362Liabilities 2023: $11,147,212Net Assets 2023: $71,1502023Assets 2024: $11,356,321Liabilities 2024: $10,565,420Net Assets 2024: $790,9012024

Highlighted filing

2024

Assets$11,356,321
Liabilities$10,565,420
Net Assets$790,901
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,914,7962011Expenses 2012: $3,125,4832012Expenses 2013: $3,334,8792013Revenue 2014: $5,439,172Expenses 2014: $5,437,813Net Income 2014: $1,3592014Revenue 2015: $5,844,411Expenses 2015: $5,800,688Net Income 2015: $43,7232015Revenue 2016: $6,473,521Expenses 2016: $6,383,059Net Income 2016: $90,4622016Revenue 2017: $6,546,850Expenses 2017: $6,402,819Net Income 2017: $144,0312017Revenue 2018: $6,399,858Expenses 2018: $7,094,596Net Income 2018: -$694,7382018Revenue 2019: $5,972,928Expenses 2019: $6,720,165Net Income 2019: -$747,2372019Revenue 2020: $6,706,980Expenses 2020: $7,317,436Net Income 2020: -$610,4562020Revenue 2021: $10,872,743Expenses 2021: $11,026,769Net Income 2021: -$154,0262021Revenue 2022: $10,760,760Expenses 2022: $12,163,971Net Income 2022: -$1,403,2112022Revenue 2023: $14,613,259Expenses 2023: $12,480,572Net Income 2023: $2,132,6872023Revenue 2024: $14,152,562Expenses 2024: $13,433,481Net Income 2024: $719,0812024

Highlighted filing

2024

Revenue$14,152,562
Expenses$13,433,481
Net Income$719,081
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,356,321
Liabilities
$10,565,420
Net assets
$790,901
Revenue
$14,152,562
Expenses
$13,433,481
Net income
$719,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$10.6$0.79$14.2$13.4$0.72
2023Detailed filing. Detailed filing data is available for this year.$11.2$11.1$0.07$14.6$12.5$2.13
2022Detailed filing. Detailed filing data is available for this year.$7.48$9.54$2.06$10.8$12.2$1.40
2021Detailed filing. Detailed filing data is available for this year.$7.81$8.46$0.66$10.9$11.0$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.55$4.05$0.50$6.71$7.32$0.61
2019Detailed filing. Detailed filing data is available for this year.$3.16$3.05$0.11$5.97$6.72$0.75
2018Detailed filing. Detailed filing data is available for this year.$3.48$2.62$0.86$6.40$7.09$0.69
2017Detailed filing. Detailed filing data is available for this year.$3.96$2.31$1.65$6.55$6.40$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.94$2.43$1.50$6.47$6.38$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.75$2.28$1.48$5.84$5.80$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.21$1.45$1.76$5.44$5.44$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.84$1.76$3.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.23$1.85$3.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.31$2.08$2.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 7, 2025
Return Version
2023v6.0
Gross Receipts
$14,181,994
Mission and Program Overview

Mission

Providing quality care of the elderly or infirm, especially cutting edge care for those suffering from alzheimer's disease and other dementia's and their families and caregivers.

Serving christ by serving others with nursing care, skilled care, dementia care, assisted living and homecare provided for the elderly and infirm.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,524,129$6,245,175▼ $278,954
Accounts Receivable$734,755$644,300▼ $90,455
Savings and Temporary Cash Investments$174,623$419,912▲ $245,289
Cash and Non-Interest-Bearing Accounts$99,438$402,184▲ $302,746
Prepaid Expenses and Deferred Charges$15,821$8,972▼ $6,849
Inventories for Sale or Use$6,250$5,570▼ $680
Investments in Publicly Traded Securities$4,116$4,786▲ $670
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$11,218,362$11,356,321▲ $137,959
Other Assets Total$3,659,230$3,625,422▼ $33,808
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,277,679$8,128,299▼ $149,380
Other Liabilities$1,249,856$1,229,837▼ $20,019
Accounts Payable and Accrued Expenses$1,602,851$1,188,169▼ $414,682
Escrow Account Liability$16,826$19,115▲ $2,289
Total Liabilities$11,147,212$10,565,420▼ $581,792
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$71,150$790,901▲ $719,751
Total Net Assets Fund Balance$71,150$790,901▲ $719,751
Total Liabilities and Net Assets / Fund Balance$11,218,362$11,356,321▲ $137,959

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,828,134$3,735,076$8,563,210
Equipment$591,663$1,913,825$2,505,488
Leasehold Improvements$365,787$155,001$520,788
Land$433,100-$433,100
Other Land Buildings$26,491$13,567$40,058
Other Assets Org$8,526--
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mollie ClarkDirector of MarketingFT$133,698$9,541$143,239
Melissa GannonChief Operating OfficerFT$130,328$8,298$138,626
Elizabeth ParnellRegistered NurseFT$103,592$28,539$132,131
Rev Max PhillipsChief Executive OfficerFT$55,071$9,499$64,570

Board Members and Trustees

NameTitle
Alan MetzBoard Chair Beg 02/24
Dennis MartensVice Chair Beg 02/24
Ann CarrickBoard Member
Cole AdairBoard Member
Mark GerkenBoard Member
Mike GrotheBoard Member
Randall MccaulleyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$289,926
Program Service Revenue
$13,890,597
Investment Income
$-27,961
Other Revenue
$0
All Other Contributions
$270,978
Change in Net Assets
$719,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,581,202
Other Expenses$4,852,279
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,451,690$825,552-$7,277,242
Occupancy$714,646$2,698-$717,344
Fees for Services Other$449,009$214,807$0$663,816
Payroll Taxes$503,519$70,706-$574,225
Other Employee Benefits$462,923$56,671-$519,594
Depreciation Depletion$291,356$147,640-$438,996
Interest$363,533$42,085-$405,618
Office Expenses$122,067$138,700-$260,767
Current Officers, Directors, Trustees, and Key Employees$138,626$64,570-$203,196
Information Technology$63,504$110,103-$173,607
Insurance$47,772$39,303-$87,075
All Other Expenses$16,890$51,416$0$68,306
Fees for Services Accounting-$49,646-$49,646
Travel$12,688$27,115-$39,803
Other Expenses$322,984$23,431-$23,431
Conferences and Meetings$6,900$7,092-$13,992
Pension Plan Contributions$6,090$855-$6,945
Total Functional Expenses$11,494,162$1,939,319$0$13,433,481
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$1,206,827
Resident Adv Payments/deposits$23,010
Def Lease Expense-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

“Members of lutheran home for the aged association - west are area lutheran church-missouri synod churches.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The form 990 is prepared by an independent accounting firm based on the reviewed financial statements and information provided by the accounting department of the organization. The form 990 is made available to the board of directors prior to filing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Conflicts of interest are reviewed annually by the board of directors.”

Form 990, Part VI, Line 19 Required documents available to the public

“Governing documents, financial statements, and conflict of interest policy are made available by request.”

Filing and Contact Details

Filer

Filer Name
Lutheran Home for the Aged Association - West
EIN
42-1402559
Phone
5154655342
Address
2323 Willis Avenue, Perry, IA 50220
Doing Business As
Perry Lutheran Home

Signing Officer

Name
Max Phillips
Title
CEO
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
246
Volunteers
30

Preparer

Firm
Forvis Mazars LLP
Address
910 E St Louis 200 PO Box 1190, Springfield, MO 65806-2523
Preparer
Kayla Bell
Phone
4178658701
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS

“Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Schedule D, Part IV, Line 2B Explanation of escrow agreement

“The organization is the trustee of $19,115 at august 31, 2024, in funds received on behalf of various residents. The organization has fiduciary responsibility for the administration of the bank account and the distribution of the funds to residents.”

Raw XML AppendixShowing 400 of 574 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/Desc3LICENSES, DUES, & SUBSCRIPTIONS
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IRS990/ProgSrvcAccomActy2Grp/Desc0A SPECIALTY DEMENTIA-TRAINED STAFF LED BY A CERTIFIED DEMENTIA TRAINER EMPLOYS PRACTICES THAT NURTURE PERSON-CENTERED CARE AND FOSTERS A HOMELIKE ENVIRONMENT FOR MEMORY CARE PATIENTS. EARLY STAGE DEMENTIA NEEDS ARE MET THROUGH A DEMENTIA SPECIFIC LIVING AREA AT SPRING VALLEY CAMPUS. AS RESIDENTS PROGRESS AND NEED MORE CARE, THEY CAN MOVE TO ST. JAMES PLACE. ST. JAMES PLACE FEATURES STATE-OF-THE-ART STIMULUS STATIONS TO KEEP RESIDENTS ENGAGED AND STIMULATED IN A HOMELIKE SETTING. IN THE LATE STAGES OF DEMENTIA, RESIDENTS' NEEDS ARE MET AT ST. JOHNS PLACE, WHICH FEATURES A LOWER STIMULUS ENVIRONMENT.
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