Civic Intelligence

Lutheran Haven Inc

990 • Fiscal year 2018 • EIN 59-0637873

Sep 01, 2017 to Aug 31, 2018 • Filed on May 24, 2019

Organization ProfileWWW.LUTHERANHAVEN.ORG
2041 West State Road 426Oviedo, FL 32765

(407) 365-5676

Siviq Scores

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

Liabilities / Assets

77th percentile

0.60x

Higher debt load relative to assets than 77% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

1.93x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

28th percentile

-1.1%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

26th percentile

$167,525

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

91st percentile

32%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

1.1%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$40,147,478

Up $9,728,927 (+32%) from 2017

Net Assets

Up

$16,091,655

Up $101,286 (+0.6%) from 2017

Liabilities

Up

$24,055,823

Up $9,627,641 (+67%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin28th percentile

Revenue

Up

$12,469,637

Up $133,189 (+1.1%) from 2017

Expenses

Up

$12,604,004

Up $530,010 (+4.4%) from 2017

Net Income

Down

-$134,367

Down $396,821 (-151%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$60M$40M$20M$0Assets 2011: $26,817,381Liabilities 2011: $12,110,351Net Assets 2011: $14,707,0302011Assets 2012: $28,066,361Liabilities 2012: $12,302,829Net Assets 2012: $15,763,5322012Assets 2013: $28,506,948Liabilities 2013: $12,414,788Net Assets 2013: $16,092,1602013Assets 2014: $28,789,230Liabilities 2014: $12,118,593Net Assets 2014: $16,670,6372014Assets 2015: $29,215,098Liabilities 2015: $12,627,308Net Assets 2015: $16,587,7902015Assets 2016: $28,883,430Liabilities 2016: $13,239,527Net Assets 2016: $15,643,9032016Assets 2017: $30,418,551Liabilities 2017: $14,428,182Net Assets 2017: $15,990,3692017Assets 2018: $40,147,478Liabilities 2018: $24,055,823Net Assets 2018: $16,091,6552018Assets 2019: $48,934,872Liabilities 2019: $33,939,215Net Assets 2019: $14,995,6572019Assets 2020: $49,878,985Liabilities 2020: $34,034,685Net Assets 2020: $15,844,3002020Assets 2021: $50,707,135Liabilities 2021: $34,038,481Net Assets 2021: $16,668,6542021Assets 2022: $45,303,485Liabilities 2022: $32,732,104Net Assets 2022: $12,571,3812022Assets 2023: $46,830,834Liabilities 2023: $34,121,243Net Assets 2023: $12,709,5912023Assets 2024: $50,418,516Liabilities 2024: $38,111,835Net Assets 2024: $12,306,6812024

Highlighted filing

2018

Assets$40,147,478
Liabilities$24,055,823
Net Assets$16,091,655
Open 2018 Filing

Operations Trend

Revenue Growth37th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,374,905Expenses 2011: $8,070,652Net Income 2011: $304,2532011Revenue 2012: $8,773,053Expenses 2012: $7,970,377Net Income 2012: $802,6762012Revenue 2013: $8,427,226Expenses 2013: $8,319,521Net Income 2013: $107,7052013Revenue 2014: $9,326,777Expenses 2014: $9,057,784Net Income 2014: $268,9932014Revenue 2015: $9,990,923Expenses 2015: $9,818,689Net Income 2015: $172,2342015Revenue 2016: $10,042,774Expenses 2016: $10,986,661Net Income 2016: -$943,8872016Revenue 2017: $12,336,448Expenses 2017: $12,073,994Net Income 2017: $262,4542017Revenue 2018: $12,469,637Expenses 2018: $12,604,004Net Income 2018: -$134,3672018Revenue 2019: $13,688,282Expenses 2019: $14,686,343Net Income 2019: -$998,0612019Revenue 2020: $16,723,035Expenses 2020: $15,283,301Net Income 2020: $1,439,7342020Revenue 2021: $14,795,966Expenses 2021: $15,311,093Net Income 2021: -$515,1272021Revenue 2022: $10,072,809Expenses 2022: $12,756,024Net Income 2022: -$2,683,2152022Revenue 2023: $11,605,149Expenses 2023: $12,021,189Net Income 2023: -$416,0402023Revenue 2024: $12,918,586Expenses 2024: $13,290,918Net Income 2024: -$372,3322024

Highlighted filing

2018

Revenue$12,469,637
Expenses$12,604,004
Net Income-$134,367
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
May 24, 2019
Return Version
2017v2.3
Gross Receipts
$12,485,058
Mission and Program Overview

Mission

The mission of lutheran haven is to provide a quality christ-centered haven of care to older adults

A ministry of the lutheran church which demonstrates the love of god in jesus christ to older adults by providing nursing and medical care and a retirement community where members of the community may live with hope and confidence until the day that god calls them forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,893,485$30,219,153▲ $8,325,668
Investments Other Securities$4,016,892$5,171,523▲ $1,154,631
Savings and Temporary Cash Investments$2,490,304$2,844,624▲ $354,320
Accounts Receivable$1,037,308$1,166,224▲ $128,916
Prepaid Expenses and Deferred Charges$429,335$267,228▼ $162,107
Other Notes and Loans Receivable, Net$252,357$187,678▼ $64,679
Total Assets$30,418,551$40,147,478▲ $9,728,927
Other Assets Total$298,870$291,048▼ $7,822
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,653,831$15,257,746▲ $8,603,915
Deferred Revenue$5,899,634$6,238,190▲ $338,556
Other Liabilities$708,905$1,601,902▲ $892,997
Accounts Payable and Accrued Expenses$1,165,812$957,985▼ $207,827
Total Liabilities$14,428,182$24,055,823▲ $9,627,641
Net Assets / Fund Balance
Unrestricted Net Assets$12,425,183$12,298,666▼ $126,517
Permanently Rstr Net Assets$2,743,448$2,753,655▲ $10,207
Temporarily Rstr Net Assets$821,738$1,039,334▲ $217,596
Total Net Assets Fund Balance$15,990,369$16,091,655▲ $101,286
Total Liabilities and Net Assets / Fund Balance$30,418,551$40,147,478▲ $9,728,927

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,332,097$10,928,149$22,260,246
Other Land Buildings$12,305,616$295,358$12,600,974
Equipment$2,031,129$3,053,969$5,085,098
Leasehold Improvements$1,859,131$1,696,399$3,555,530
Land$2,691,180-$2,691,180
Other Securities$906,704--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,743,448$10,207▲ $122,328$122,328$2,753,655
2016$2,523,163$5,922▲ $328,905$114,542$2,743,448
2015$2,517,960$5,203▲ $88,836$88,836$2,523,163
2014$2,487,352$30,608▲ $122,507$122,507$2,517,960
2013$2,482,173$5,179▲ $101,375$101,375$2,487,352
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mrslinda KirkCEOFT$151,091$16,434$167,525
Mr Jerry GriffingCFOFT$126,875$13,662$140,537

Board Members and Trustees

NameTitle
Mrs Susan HanasPresident
Mr Waldemar VinovskiTrustee
Ms Ardyne KirnTrustee
Rev Daniel BerteauTrustee
Rev John GutzTrustee
Rev W M ArpTrustee
Rev George HansellSecretary
Mr Ferdinand S DudaTreasurer
Mr James IngersollVice Preiden
Revenue and Support

Revenue Composition

Contributions and Grants
$231,358
Program Service Revenue
$11,723,096
Investment Income
$311,232
Other Revenue
$203,951
All Other Contributions
$231,358
Change in Net Assets
$-134,367

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,469,637
Revenue Not Reported on Form 990
$243,265
Total Revenue per Audited Statements
$12,712,902
Total Revenue per Form 990
$12,469,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,076,923
Other Expenses$5,523,748
Total Fundraising Expense$70,800
Professional Fundraising Fees$3,333
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,947,336$547,645$5,092$5,500,073
Depreciation Depletion$1,185,484$33,893$5,494$1,224,871
All Other Expenses$981,239$28,774$18,553$1,028,566
Other Employee Benefits$686,988$111,547$86$798,621
Payroll Taxes$371,069$57,240$802$429,111
Other Expenses$334,561$28$244$334,833
Current Officers, Directors, Trustees, and Key Employees-$310,363-$310,363
Interest$217,440$7,150-$224,590
Fees for Services Other$168,961$25,305-$194,266
Insurance$127,999$15,057$642$143,698
Fees for Services Accounting$26,494$30,806-$57,300
Pension Plan Contributions$35,033$3,642$80$38,755
Travel$14,650$23,058-$37,708
Fees for Service Investment Mgmnt Fees--$30,749$30,749
Fees for Services Legal$6,113$6,910$157$13,180
Fees for Services Professional Fundraising--$3,333$3,333
Total Functional Expenses$11,139,232$1,393,972$70,800$12,604,004

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,619,424
Expenses per Audited Statements$12,604,004
Total Expenses per Form 990$12,604,004
Expenses Not Reported on Form 990$15,421
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,588
Fundraising Direct Expenses$15,421
Professional Fundraising Fees$3,333

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market$27,588$27,588$15,421$12,167
Total Events$27,588$27,588$15,421$12,167
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Application Deposits$1,601,902
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Ferdinand s. Duda susan hanas treasurer president brother”

Form 990, Page 6, Part VI, Line 11B

“The organization's chief financial officer conducts a comprehensive review of the form 990 before it is filed. A copy of the return, as ultimately filed, is provided to each voting member of the board of trustees before it is filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

“The adminstration sub-committee of the board of trustees monitors and enforces compliance with the conflict of interest policy annually. The sub-committee reviews actual conflicts that are identified by the annual disclosure process and prohibits officers and directors from voting on matters where actual conflicts of interest exist.”

Form 990, Page 6, Part VI, Line 15A

“The board of trustees determines the compensation and benefits of the chief executive officer and reviews the compensation of other top management officials. The board is independent with respect to the compensation arrangement being considered. The board utilizes compensation surveys that are specific to its industry. The review and approval process is documented in board meeting minutes.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Lutheran Haven Inc
EIN
59-0637873
Phone
4073655676
Address
2041 WEST STATE ROAD 426, OVIEDO, FL 32765

Signing Officer

Name
Mrslinda Kirk
Title
CEO
Phone
4073655676
Signed
2019-05-24

Organization Details

Principal Officer
Mrslinda Kirk
Formed
1972
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
298
Volunteers
32

Preparer

Firm
Davies Houser & Secrest CPA Pa
Address
PO BOX 129, COCOA, FL 32923-0129
Preparer
Stephen a Ellis CPA
Phone
3216360426
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 1B

“Escrow account is maintained for the nursing home and assisted living residents. The accounts are reconciled monthly and statements are provided to the residents quarterly. Interest is paid on the account balances.”

Schedule D, Page 2, Part V, Line 4

“To assist those who due to circumstances beyond their control can not afford to pay for their nursing home care.”

Schedule D, Page 3, Part X

“The organization has adopted the application of the uncertain tax position provisions of fasb asc 740, income taxes. It prescribes an evaluation process for the consolidated financial statements recognition and measurement of a tax position taken or expected to be taken in a tax return. It also provides guidance on de-recognition, classification, interest and penalties, disclosure, and transition. The provisions related to uncertainty in income taxes were applied to all tax positions upon adoption. This adoption had no impact on the organizations consolidated financial statements. As of august 31, 2018, the organization determined it had no uncertain tax positions and, therefore, has not accrued interest and penalties. In general, the organization is no longer subject to u.s. Federal income tax examinations by taxing authorities for u.s. Federal or state income tax returns before fiscal year ended august 31, 2015.”

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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/Desc0HEALTH CARE SERVICES - PROVIDES THE ELDERLY WITH HEALTHCARE ASSISTANCE IN THEIR HOME. NURSING AND MEDICAL CARE FOR THE AGED, PROVIDING A 56-BED SKILLED NURSING FACILITY, A 31-BED ASSISTED LIVING FACILITY AND MEMORY CARE SERVICES - PROVIDING A 26-BED MEMORY CARE FACILITY.
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,147,478
Liabilities
$24,055,823
Net assets
$16,091,655
Revenue
$12,469,637
Expenses
$12,604,004
Net income
-$134,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.4$38.1$12.3$12.9$13.3$0.37
2023Detailed filing. Detailed filing data is available for this year.$46.8$34.1$12.7$11.6$12.0$0.42
2022Detailed filing. Detailed filing data is available for this year.$45.3$32.7$12.6$10.1$12.8$2.68
2021Detailed filing. Detailed filing data is available for this year.$50.7$34.0$16.7$14.8$15.3$0.52
2020Detailed filing. Detailed filing data is available for this year.$49.9$34.0$15.8$16.7$15.3$1.44
2019Detailed filing. Detailed filing data is available for this year.$48.9$33.9$15.0$13.7$14.7$1.00
2018Detailed filing. Detailed filing data is available for this year.$40.1$24.1$16.1$12.5$12.6$0.13
2017Detailed filing. Detailed filing data is available for this year.$30.4$14.4$16.0$12.3$12.1$0.26
2016Summary only. Only limited summary data is available for this year.$28.9$13.2$15.6$10.0$11.0$0.94
2015Summary only. Only limited summary data is available for this year.$29.2$12.6$16.6$9.99$9.82$0.17
2014Summary only. Only limited summary data is available for this year.$28.8$12.1$16.7$9.33$9.06$0.27
2013Summary only. Only limited summary data is available for this year.$28.5$12.4$16.1$8.43$8.32$0.11
2012Summary only. Only limited summary data is available for this year.$28.1$12.3$15.8$8.77$7.97$0.80
2011Summary only. Only limited summary data is available for this year.$26.8$12.1$14.7$8.37$8.07$0.30