Civic Intelligence

Carroll Lutheran Village Inc.

990 • Fiscal year 2013 • EIN 52-1127007

Jul 01, 2012 to Jun 30, 2013 • Filed on May 09, 2014

300 St Luke Circle21158
Siviq Scores

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

Liabilities / Assets

87th percentile

0.87x

Higher debt load relative to assets than 87% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

10th percentile

-5.0%

Faster asset growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$92,065,720

Down $4,854,736 (-5.0%) from 2012

Net Assets

Down

$12,001,047

Down $1,351,804 (-10%) from 2012

Liabilities

Down

$80,064,673

Down $3,502,932 (-4.2%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$28,111,472

Up $1,694,932 (+6.4%) from 2012

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

2013

Assets$92,065,720
Liabilities$80,064,673
Net Assets$12,001,047

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

2013

Revenue-
Expenses$28,111,472
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 9, 2014
Return Version
2012v2.1
Gross Receipts
$32,991,015
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 116,678 census days during the year, which is 96.43% 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 1,000 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/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 116,678 CENSUS DAYS DURING THE YEAR, WHICH IS 96.43% 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 $1,083,000 DURING 2013, BASED ON DIRECT AND ALLOCABLE COSTS OF CARE. ADDITIONALLY, THE VILLAGE PROVIDED DIRECT FINANCIAL ASSISTANCE UNDER ITS RESIDENT ASSISTANCE POLICY OF $571,089 DURING 2013.
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IRS990/Description0HEALTH CARE AND ASSISTED LIVING - THE VILLAGE PROVIDES QUALITY, SKILLED NURSING CARE IN A COMFORTABLE ENVIRONMENT TO ALL RESIDENTS, INCLUDING THOSE WHO HAVE OUTLIVED THEIR ASSETS OR WHOSE ANNUAL INCOME IS INSUFFICIENT TO MEET EXPENSES. EARNINGS FROM A RESTRICTED ENDOWMENT ARE USED TO SUBSIDIZE RESIDENTS AS NEEDS ARE DEMONSTRATED. THE VILLAGE PARTICIPATES IN MEDICARE AND MEDICAID PROGRAMS, ACCEPTING REIMBURSEMENT FOR CARE THAT DOES NOT FULLY COVER COSTS. THE VILLAGE HEALTH CARE CENTER HAD 29,976 HEALTHCARE CENSUS DAYS, WHICH IS 95.73% OCCUPANCY, AND 15,019 ASSISTED LIVING CENSUS DAYS, WHICH IS 97.12% OCCUPANCY.
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IRS990/Form990PartVIISectionA/Title0CHAIRPERSON
IRS990/Form990PartVIISectionA/Title1TREASURER
IRS990/Form990PartVIISectionA/Title2VICE CHAIR
IRS990/Form990PartVIISectionA/Title3EX OFFICIO MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD
IRS990/Form990PartVIISectionA/Title5SECRETARY
IRS990/Form990PartVIISectionA/Title6BOARD
IRS990/Form990PartVIISectionA/Title7BOARD
IRS990/Form990PartVIISectionA/Title8BOARD
IRS990/Form990PartVIISectionA/Title9BOARD
IRS990/Form990PartVIISectionA/Title10BOARD
IRS990/Form990PartVIISectionA/Title11EX OFFICIO MEMBER
IRS990/Form990PartVIISectionA/Title12BOARD
IRS990/Form990PartVIISectionA/Title13BOARD
IRS990/Form990PartVIISectionA/Title14BOARD
IRS990/Form990PartVIISectionA/Title15BOARD
IRS990/Form990PartVIISectionA/Title16BOARD
IRS990/Form990PartVIISectionA/Title17PRESIDENT/CEO
IRS990/Form990PartVIISectionA/Title18VP FINANCE
IRS990/Form990PartVIISectionA/Title19VP ENVIRO & ADMIN
IRS990/Form990PartVIISectionA/Title20EXECUTIVE DIRECTOR
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IRS990/OtherEmployeeBenefits/ManagementAndGeneral0207786
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IRS990/OtherExpensesCurrentYear015458799
IRS990/OtherExpenses/Description0DIETARY SERVICES
IRS990/OtherExpenses/Description1MEDICAL EXPENSES
IRS990/OtherExpenses/Description2BAD DEBTS
IRS990/OtherExpenses/Description3BOOKS, DUES, LICENSES &

Document Assets

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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