Civic Intelligence

National Lutheran Inc.

990T • Fiscal year 2020 • EIN 47-2584315

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 23, 2021

Organization ProfileWWW.NATIONALLUTHERAN.ORG
2301 Research Blvd No 310Rockville, MD 20850

(301) 354-2710

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$20M$0-$20M-$40MAssets 2016: $33,901,669Liabilities 2016: $2,071,344Net Assets 2016: $31,830,3252016Assets 2017: $25,710,264Liabilities 2017: -$439,461Net Assets 2017: $26,149,7252017Assets 2018: $18,867,974Liabilities 2018: $3,055,433Net Assets 2018: $15,812,5412018Assets 2019: $13,261,991Liabilities 2019: $3,077,106Net Assets 2019: $10,184,8852019Assets 2020: $11,931,904Liabilities 2020: $4,788,816Net Assets 2020: $7,143,0882020Assets 2021: $5,736,572Liabilities 2021: $7,137,534Net Assets 2021: -$1,400,9622021Assets 2022: $3,642,217Liabilities 2022: $11,508,610Net Assets 2022: -$7,866,3932022Assets 2023: $12,287,239Liabilities 2023: $22,386,139Net Assets 2023: -$10,098,9002023Assets 2024: $6,938,569Liabilities 2024: $27,773,653Net Assets 2024: -$20,835,0842024

Latest loaded filing

2024

Assets$6,938,569
Liabilities$27,773,653
Net Assets-$20,835,084
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2016: $5,016,651Expenses 2016: $9,925,968Net Income 2016: -$4,909,3172016Revenue 2017: $5,921,145Expenses 2017: $11,601,745Net Income 2017: -$5,680,6002017Revenue 2018: $6,401,155Expenses 2018: $14,649,465Net Income 2018: -$8,248,3102018Revenue 2019: $7,438,636Expenses 2019: $13,066,292Net Income 2019: -$5,627,6562019Revenue 2020: $10,175,727Expenses 2020: $13,967,961Net Income 2020: -$3,792,2342020Revenue 2021: $7,111,650Expenses 2021: $12,573,445Net Income 2021: -$5,461,7952021Revenue 2022: $7,316,870Expenses 2022: $12,509,038Net Income 2022: -$5,192,1682022Revenue 2023: $8,556,639Expenses 2023: $10,038,709Net Income 2023: -$1,482,0702023Revenue 2024: $8,790,957Expenses 2024: $8,249,355Net Income 2024: $541,6022024

Latest loaded filing

2024

Revenue$8,790,957
Expenses$8,249,355
Net Income$541,602
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 23, 2021
Return Version
2020v1.1
Mission and Program Overview

Mission

To fulfill its christian ministry, national lutheran communities & services is organized to provide an array of options for seniors including residential living as well as home and community-based services which are designed to meet individual needs.

Filing and Contact Details

Filer

Filer Name
National Lutheran Inc
EIN
47-2584315
Phone
3013542710
Address
2301 RESEARCH BLVD NO 310, ROCKVILLE, MD 20850

Signing Officer

Name
Richard Mazza
Title
Chief Financial Officer
Phone
3013542710
Signed
2021-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
381 CHESTNUT STREET, MEADVILLE, PA 16335
Preparer
Jeffrey J Petrell CPA
Phone
8143362133
Raw XML Appendix86 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
IRS990T/BooksInCareOfDetail/PersonNm0RICHARD MAZZA CFO
IRS990T/BooksInCareOfDetail/PhoneNum03013542714
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02301 RESEARCH BLVD SUITE 301
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ROCKVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd020850
IRS990T/BookValueAssetsEOYAmt011931904
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0541519
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-4364
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-444556
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-448920
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-448920
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INCOME FROM PETALO LLC
IRS990TScheduleA/UBIBeforeNOLDedAmt0-448920
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-448920
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-448920
IRS990T/TotalUBTIBeforeSection199AAmt0-448920
IRS990T/TotalUBTIComputedAmt0-448920
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MAZZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03013542710
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL LUTHERAN INC
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0472584315
ReturnHeader/Filer/PhoneNum03013542710
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 RESEARCH BLVD NO 310
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020850
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0381 CHESTNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEADVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016335
ReturnHeader/PreparerPersonGrp/PhoneNum08143362133
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY J PETRELL CPA
ReturnHeader/ReturnTs02021-11-23T09:29:50-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAZZA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$27.8$20.8$8.79$8.25$0.54
2023Summary only. Only limited summary data is available for this year.$12.3$22.4$10.1$8.56$10.0$1.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$11.5$7.87$7.32$12.5$5.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$7.14$1.40$7.11$12.6$5.46
2020Detailed filing. Detailed filing data is available for this year.$11.9$4.79$7.14$10.2$14.0$3.79
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$3.08$10.2$7.44$13.1$5.63
2018Detailed filing. Detailed filing data is available for this year.$18.9$3.06$15.8$6.40$14.6$8.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$0.44$26.1$5.92$11.6$5.68
2016Summary only. Only limited summary data is available for this year.$33.9$2.07$31.8$5.02$9.93$4.91