Civic Intelligence

Carroll Lutheran Village Inc.

990 • Fiscal year 2012 • EIN 52-1127007

Jul 01, 2011 to Jun 30, 2012 • Filed on Mar 25, 2013

300 St Luke Circle21158
Siviq Scores

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

Liabilities / Assets

86th percentile

0.86x

Higher debt load relative to assets than 86% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

30th percentile

-0.9%

Faster asset growth than 30% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$96,920,456

Down $896,215 (-0.9%) from 2011

Net Assets

Up

$13,352,851

Up $429,101 (+3.3%) from 2011

Liabilities

Down

$83,567,605

Down $1,325,316 (-1.6%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,416,540

Up $731,029 (+2.8%) from 2011

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.

$150M$100M$50M$0Assets 2010: $97,781,942Liabilities 2010: $87,511,064Net Assets 2010: $10,270,8782010Assets 2011: $97,816,671Liabilities 2011: $84,892,921Net Assets 2011: $12,923,7502011Assets 2012: $96,920,456Liabilities 2012: $83,567,605Net Assets 2012: $13,352,8512012Assets 2013: $92,065,720Liabilities 2013: $80,064,673Net Assets 2013: $12,001,0472013Assets 2014: $94,732,756Liabilities 2014: $79,803,300Net Assets 2014: $14,929,4562014Assets 2015: $100,110,520Liabilities 2015: $86,762,364Net Assets 2015: $13,348,1562015Assets 2016: $99,947,963Liabilities 2016: $88,577,194Net Assets 2016: $11,370,7692016Assets 2017: $99,342,683Liabilities 2017: $86,925,097Net Assets 2017: $12,417,5862017Assets 2018: $98,846,219Liabilities 2018: $86,794,619Net Assets 2018: $12,051,6002018Assets 2019: $99,161,002Liabilities 2019: $87,608,564Net Assets 2019: $11,552,4382019Assets 2020: $100,772,126Liabilities 2020: $89,872,109Net Assets 2020: $10,900,0172020Assets 2021: $104,149,842Liabilities 2021: $86,998,388Net Assets 2021: $17,151,4542021Assets 2022: $102,545,420Liabilities 2022: $85,508,030Net Assets 2022: $17,037,3902022Assets 2023: $114,532,146Liabilities 2023: $92,995,835Net Assets 2023: $21,536,3112023Assets 2024: $117,798,877Liabilities 2024: $96,384,367Net Assets 2024: $21,414,5102024

Highlighted filing

2012

Assets$96,920,456
Liabilities$83,567,605
Net Assets$13,352,851

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $25,274,3272010Expenses 2011: $25,685,5112011Expenses 2012: $26,416,5402012Expenses 2013: $28,111,4722013Revenue 2014: $30,583,034Expenses 2014: $28,861,526Net Income 2014: $1,721,5082014Revenue 2015: $30,282,566Expenses 2015: $31,011,027Net Income 2015: -$728,4612015Revenue 2016: $30,490,694Expenses 2016: $31,094,478Net Income 2016: -$603,7842016Revenue 2017: $31,678,569Expenses 2017: $31,574,530Net Income 2017: $104,0392017Revenue 2018: $32,759,667Expenses 2018: $33,278,579Net Income 2018: -$518,9122018Revenue 2019: $33,058,074Expenses 2019: $33,161,333Net Income 2019: -$103,2592019Revenue 2020: $33,769,893Expenses 2020: $34,414,044Net Income 2020: -$644,1512020Revenue 2021: $37,049,156Expenses 2021: $34,609,167Net Income 2021: $2,439,9892021Revenue 2022: $33,951,883Expenses 2022: $34,118,190Net Income 2022: -$166,3072022Revenue 2023: $33,173,566Expenses 2023: $34,438,053Net Income 2023: -$1,264,4872023Revenue 2024: $38,172,021Expenses 2024: $37,722,782Net Income 2024: $449,2392024

Highlighted filing

2012

Revenue-
Expenses$26,416,540
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Mar 25, 2013
Return Version
2011v1.5
Gross Receipts
$29,218,759
Mission and Program Overview

Mission

Carroll lutheran village is a continuing care retirement community dedicated to the ministry of caring in a christian atmosphere, fostering quality life and services for the whole person.

Major Activities

Activity 2
Residential living - the village offers the aging adult easy and affordable access to quality services on a properly and beautifully maintained campus where quality of life and a spirit of community are emphasized. Residents may select accommodations from a wide range of unit sizes with entrance fees for the majority of units below the u.s. Median home price. Health, wellness, and fitness programming is included in monthly fees. Residents are encouraged to engage in all aspects of wellness. Residences are safe and secure and equipped with access to skilled health professionals through an emergency call system. The village residential living program had 116,800 census days during the year, which is 96.22% occupancy.
Activity 3
Additional support services - all levels of care are supported by on campus access to medical care, therapy services, nutritional food service, home health services, diverse religious services, transportation, housekeeping and laundry services. Organizational governance is accomplished through a process that encourages resident participation. Carroll lutheran village is dedicated not only to its residents, but also to its staff, the health professions, and the community at large. Residents conduct an annual appeal to raise funds for staff scholarships. Sunday chapel offerings are often designated to provide financial support where it is critically needed. A compassionate response fund exists and is administered within the governance structure. The village offers support to other non-profit organizations by encouraging staff and residents to act in advisory or board roles. Local colleges are supported financially, specifically to enhance programs that train and develop skilled healthcare professionals. The local hospital is supported financially as we are engaged in a growing, mutually beneficial partnership to provide quality healthcare services and information to residents of carroll lutheran village and to members of the greater community in need of healthy aging support.internally, the village offers training programs for aspiring nursing home and assisted living administrators that are approved by the state. Meeting space on the campus is offered for use by non-profit community groups. Blood drives conducted by the red cross are frequently held on campus. Space is provided for clinical training by local colleges and tech schools.carroll lutheran village is nationally accredited by the commission on accreditation for rehabilitation facilities - continuing care accreditation commission (carf-ccac), an independent, nonprofit accrediting body for health and human services organizations. Carf-ccac accreditation is an assurance that an organization provides service excellence, risk management, value and accountability. During the rigorous review process, evaluators look for compliance in more than 1,000 quality standards in resident life, health and wellness; financial resources and disclosure; and governance and administration. Nationwide only 15% of continuing care retirement communities have received carf-ccac accreditation, making carroll lutheran village among the elite aging services providers within the immediate community, the region and the nation.
Filing and Contact Details

Filer

EIN
52-1127007
Raw XML AppendixShowing 400 of 927 raw XML fields

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IRS990/Activity2/Description0RESIDENTIAL LIVING - THE VILLAGE OFFERS THE AGING ADULT EASY AND AFFORDABLE ACCESS TO QUALITY SERVICES ON A PROPERLY AND BEAUTIFULLY MAINTAINED CAMPUS WHERE QUALITY OF LIFE AND A SPIRIT OF COMMUNITY ARE EMPHASIZED. RESIDENTS MAY SELECT ACCOMMODATIONS FROM A WIDE RANGE OF UNIT SIZES WITH ENTRANCE FEES FOR THE MAJORITY OF UNITS BELOW THE U.S. MEDIAN HOME PRICE. HEALTH, WELLNESS, AND FITNESS PROGRAMMING IS INCLUDED IN MONTHLY FEES. RESIDENTS ARE ENCOURAGED TO ENGAGE IN ALL ASPECTS OF WELLNESS. RESIDENCES ARE SAFE AND SECURE AND EQUIPPED WITH ACCESS TO SKILLED HEALTH PROFESSIONALS THROUGH AN EMERGENCY CALL SYSTEM. THE VILLAGE RESIDENTIAL LIVING PROGRAM HAD 116,800 CENSUS DAYS DURING THE YEAR, WHICH IS 96.22% OCCUPANCY.
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IRS990/Activity3/Description0ADDITIONAL SUPPORT SERVICES - ALL LEVELS OF CARE ARE SUPPORTED BY ON CAMPUS ACCESS TO MEDICAL CARE, THERAPY SERVICES, NUTRITIONAL FOOD SERVICE, HOME HEALTH SERVICES, DIVERSE RELIGIOUS SERVICES, TRANSPORTATION, HOUSEKEEPING AND LAUNDRY SERVICES. ORGANIZATIONAL GOVERNANCE IS ACCOMPLISHED THROUGH A PROCESS THAT ENCOURAGES RESIDENT PARTICIPATION. CARROLL LUTHERAN VILLAGE IS DEDICATED NOT ONLY TO ITS RESIDENTS, BUT ALSO TO ITS STAFF, THE HEALTH PROFESSIONS, AND THE COMMUNITY AT LARGE. RESIDENTS CONDUCT AN ANNUAL APPEAL TO RAISE FUNDS FOR STAFF SCHOLARSHIPS. SUNDAY CHAPEL OFFERINGS ARE OFTEN DESIGNATED TO PROVIDE FINANCIAL SUPPORT WHERE IT IS CRITICALLY NEEDED. A COMPASSIONATE RESPONSE FUND EXISTS AND IS ADMINISTERED WITHIN THE GOVERNANCE STRUCTURE. THE VILLAGE OFFERS SUPPORT TO OTHER NON-PROFIT ORGANIZATIONS BY ENCOURAGING STAFF AND RESIDENTS TO ACT IN ADVISORY OR BOARD ROLES. LOCAL COLLEGES ARE SUPPORTED FINANCIALLY, SPECIFICALLY TO ENHANCE PROGRAMS THAT TRAIN AND DEVELOP SKILLED HEALTHCARE PROFESSIONALS. THE LOCAL HOSPITAL IS SUPPORTED FINANCIALLY AS WE ARE ENGAGED IN A GROWING, MUTUALLY BENEFICIAL PARTNERSHIP TO PROVIDE QUALITY HEALTHCARE SERVICES AND INFORMATION TO RESIDENTS OF CARROLL LUTHERAN VILLAGE AND TO MEMBERS OF THE GREATER COMMUNITY IN NEED OF HEALTHY AGING SUPPORT.INTERNALLY, THE VILLAGE OFFERS TRAINING PROGRAMS FOR ASPIRING NURSING HOME AND ASSISTED LIVING ADMINISTRATORS THAT ARE APPROVED BY THE STATE. MEETING SPACE ON THE CAMPUS IS OFFERED FOR USE BY NON-PROFIT COMMUNITY GROUPS. BLOOD DRIVES CONDUCTED BY THE RED CROSS ARE FREQUENTLY HELD ON CAMPUS. SPACE IS PROVIDED FOR CLINICAL TRAINING BY LOCAL COLLEGES AND TECH SCHOOLS.CARROLL LUTHERAN VILLAGE IS NATIONALLY ACCREDITED BY THE COMMISSION ON ACCREDITATION FOR REHABILITATION FACILITIES - CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC), AN INDEPENDENT, NONPROFIT ACCREDITING BODY FOR HEALTH AND HUMAN SERVICES ORGANIZATIONS. CARF-CCAC ACCREDITATION IS AN ASSURANCE THAT AN ORGANIZATION PROVIDES SERVICE EXCELLENCE, RISK MANAGEMENT, VALUE AND ACCOUNTABILITY. DURING THE RIGOROUS REVIEW PROCESS, EVALUATORS LOOK FOR COMPLIANCE IN MORE THAN 1,000 QUALITY STANDARDS IN RESIDENT LIFE, HEALTH AND WELLNESS; FINANCIAL RESOURCES AND DISCLOSURE; AND GOVERNANCE AND ADMINISTRATION. NATIONWIDE ONLY 15% OF CONTINUING CARE RETIREMENT COMMUNITIES HAVE RECEIVED CARF-CCAC ACCREDITATION, MAKING CARROLL LUTHERAN VILLAGE AMONG THE ELITE AGING SERVICES PROVIDERS WITHIN THE IMMEDIATE COMMUNITY, THE REGION AND THE NATION.
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IRS990/ActivityOrMissionDescription0TO PROVIDE NURSING CARE TO THE ELDERLY
IRS990/ActivityOther/Description0THE VILLAGE PROVIDED DIRECT BENEVOLENT CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. THE VILLAGE PROVIDED CHARITY CARE UNDER THIS POLICY AT A COST OF APPROXIMATELY $899,000 DURING 2012, BASED ON DIRECT AND ALLOCABLE COSTS OF CARE. ADDITIONALLY, THE VILLAGE PROVIDED DIRECT FINANCIAL ASSISTANCE UNDER ITS RESIDENT ASSISTANCE POLICY OF $619,939 DURING 2012.
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs190
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs200
IRS990/Form990PartVIISectionA/Title0VICE CHAIR
IRS990/Form990PartVIISectionA/Title1TREASURER
IRS990/Form990PartVIISectionA/Title2SECRETARY
IRS990/Form990PartVIISectionA/Title3BOARD
IRS990/Form990PartVIISectionA/Title4EX OFFICIO MEMBER
IRS990/Form990PartVIISectionA/Title5BOARD
IRS990/Form990PartVIISectionA/Title6BOARD
IRS990/Form990PartVIISectionA/Title7CHAIRPERSON
IRS990/Form990PartVIISectionA/Title8BOARD
IRS990/Form990PartVIISectionA/Title9BOARD
IRS990/Form990PartVIISectionA/Title10BOARD
IRS990/Form990PartVIISectionA/Title11BOARD
IRS990/Form990PartVIISectionA/Title12BOARD
IRS990/Form990PartVIISectionA/Title13BOARD
IRS990/Form990PartVIISectionA/Title14BOARD
IRS990/Form990PartVIISectionA/Title15BOARD
IRS990/Form990PartVIISectionA/Title16EX OFFICIO MEMBER
IRS990/Form990PartVIISectionA/Title17PRESIDENT/CEO
IRS990/Form990PartVIISectionA/Title18VP FINANCE
IRS990/Form990PartVIISectionA/Title19VP ENVIRO & ADMIN
IRS990/Form990PartVIISectionA/Title20EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities01
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IRS990/FundraisingEvents086823
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IRS990/GrantsAndSimilarAmntsPriorYear03150
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IRS990/GrossRents/Personal05078
IRS990/GrossRents/Real0187800
IRS990/GrossSalesOfInventory07841
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
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IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Fundraising014598
IRS990/InformationTechnology/ManagementAndGeneral056463
IRS990/InformationTechnology/Total071061
IRS990/Insurance/ManagementAndGeneral033496
IRS990/Insurance/ProgramServices0393820
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IRS990/MembersOrStockholders01
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IRS990/NumberOfContractorsGT100K03
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IRS990/NumberW2GIncluded00
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IRS990/Occupancy/ManagementAndGeneral0158678
IRS990/Occupancy/ProgramServices05236896
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IRS990/OfficeExpenses/ProgramServices01595028
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IRS990/OfficerEntityWithBsnssRltnshp00
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IRS990/OtherAssetsTotal/BOY06155109
IRS990/OtherAssetsTotal/EOY07301396
IRS990/OtherEmployeeBenefits/Fundraising017362
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0205494
IRS990/OtherEmployeeBenefits/ProgramServices0898078
IRS990/OtherEmployeeBenefits/Total01120934
IRS990/OtherExpensePriorYear013934201
IRS990/OtherExpensesCurrentYear013956602
IRS990/OtherExpenses/Description0MEDICAL EXPENSES
IRS990/OtherExpenses/Description1BAD DEBTS
IRS990/OtherExpenses/Description2BOOKS, DUES, LICENSES &
IRS990/OtherExpenses/Description3CONTINUING EDUCATION &
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IRS990/OtherExpenses/ManagementAndGeneral06775
IRS990/OtherExpenses/ManagementAndGeneral152418
IRS990/OtherExpenses/ManagementAndGeneral218953
IRS990/OtherExpenses/ProgramServices0683414
IRS990/OtherExpenses/ProgramServices1220985
IRS990/OtherExpenses/ProgramServices210126
IRS990/OtherExpenses/ProgramServices322772
IRS990/OtherExpenses/Total0690189
IRS990/OtherExpenses/Total1220985
IRS990/OtherExpenses/Total262999
IRS990/OtherExpenses/Total341725
IRS990/OtherLiabilities/BOY01645322
IRS990/OtherLiabilities/EOY01862492

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$118$96.4$21.4$38.2$37.7$0.45
2023Detailed filing. Detailed filing data is available for this year.$115$93.0$21.5$33.2$34.4$1.26
2022Detailed filing. Detailed filing data is available for this year.$103$85.5$17.0$34.0$34.1$0.17
2021Detailed filing. Detailed filing data is available for this year.$104$87.0$17.2$37.0$34.6$2.44
2020Detailed filing. Detailed filing data is available for this year.$101$89.9$10.9$33.8$34.4$0.64
2019Detailed filing. Detailed filing data is available for this year.$99.2$87.6$11.6$33.1$33.2$0.10
2018Detailed filing. Detailed filing data is available for this year.$98.8$86.8$12.1$32.8$33.3$0.52
2017Detailed filing. Detailed filing data is available for this year.$99.3$86.9$12.4$31.7$31.6$0.10
2016Detailed filing. Detailed filing data is available for this year.$99.9$88.6$11.4$30.5$31.1$0.60
2015Detailed filing. Detailed filing data is available for this year.$100$86.8$13.3$30.3$31.0$0.73
2014Detailed filing. Detailed filing data is available for this year.$94.7$79.8$14.9$30.6$28.9$1.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.1$80.1$12.0$28.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.9$83.6$13.4$26.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.8$84.9$12.9$25.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.8$87.5$10.3$25.3