Civic Intelligence

Lutheran Haven Inc

990 • Fiscal year 2019 • EIN 59-0637873

Sep 01, 2018 to Aug 31, 2019 • Filed on Feb 13, 2020

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

82nd percentile

0.69x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

2.48x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

19th percentile

-7.3%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

27th percentile

$169,923

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

9.8%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$48,934,872

Up $8,787,394 (+22%) from 2018

Net Assets

Down

$14,995,657

Down $1,095,998 (-6.8%) from 2018

Liabilities

Up

$33,939,215

Up $9,883,392 (+41%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin19th percentile

Revenue

Up

$13,688,282

Up $1,218,645 (+9.8%) from 2018

Expenses

Up

$14,686,343

Up $2,082,339 (+17%) from 2018

Net Income

Down

-$998,061

Down $863,694 (-643%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2019

Assets$48,934,872
Liabilities$33,939,215
Net Assets$14,995,657
Open 2019 Filing

Operations Trend

Revenue Growth67th 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

2019

Revenue$13,688,282
Expenses$14,686,343
Net Income-$998,061
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Feb 13, 2020
Return Version
2018v3.2
Gross Receipts
$13,718,963
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$30,219,153$36,963,132▲ $6,743,979
Investments Other Securities$5,171,523$5,173,440▲ $1,917
Savings and Temporary Cash Investments$2,844,624$3,607,856▲ $763,232
Accounts Receivable$1,166,224$1,373,835▲ $207,611
Other Notes and Loans Receivable, Net$187,678$939,100▲ $751,422
Prepaid Expenses and Deferred Charges$267,228$393,672▲ $126,444
Investments in Publicly Traded Securities-$200,053-
Total Assets$40,147,478$48,934,872▲ $8,787,394
Other Assets Total$291,048$283,784▼ $7,264
Liabilities
Mortgage Notes Payable Secured by Investment Property$15,257,746$18,706,731▲ $3,448,985
Deferred Revenue$6,238,190$13,528,868▲ $7,290,678
Accounts Payable and Accrued Expenses$957,985$928,610▼ $29,375
Other Liabilities$1,601,902$775,006▼ $826,896
Total Liabilities$24,055,823$33,939,215▲ $9,883,392
Net Assets / Fund Balance
Unrestricted Net Assets$12,298,666$11,193,736▼ $1,104,930
Permanently Rstr Net Assets$2,753,655$2,753,655→ $0
Temporarily Rstr Net Assets$1,039,334$1,048,266▲ $8,932
Total Net Assets Fund Balance$16,091,655$14,995,657▼ $1,095,998
Total Liabilities and Net Assets / Fund Balance$40,147,478$48,934,872▲ $8,787,394

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,423,539$12,205,277$41,628,816
Equipment$2,180,121$3,384,992$5,565,113
Leasehold Improvements$1,802,794$1,819,123$3,621,917
Land$2,691,180-$2,691,180
Other Land Buildings$865,498$326,454$1,191,952
Other Securities$652,689--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,753,655$9,049▲ $102,596$100,657$2,764,643
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
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mrslinda KirkCEOFT$152,933$16,990$169,923
Mr Jerry GriffingCFOFT$129,501$14,140$143,641

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
$211,460
Program Service Revenue
$12,920,453
Investment Income
$266,695
Other Revenue
$289,674
All Other Contributions
$166,611
Change in Net Assets
$-998,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,688,282
Revenue Not Reported on Form 990
$-98,242
Total Revenue per Audited Statements
$13,590,040
Total Revenue per Form 990
$13,688,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,382,095
Other Expenses$6,304,248
Total Fundraising Expense$57,603
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,959,960$611,216$24,231$6,595,407
Depreciation Depletion$1,747,178$24,847$5,246$1,777,271
Other Employee Benefits$774,171$136,090$750$911,011
All Other Expenses$754,992$12,675$7,536$775,203
Interest$622,678$5,394-$628,072
Payroll Taxes$442,789$64,606$1,866$509,261
Office Expenses$302,473$50,323$6,054$358,850
Other Expenses$348,920$56$847$348,976
Current Officers, Directors, Trustees, and Key Employees-$318,887-$318,887
Fees for Services Other$204,550$20,134-$224,684
Insurance$179,949$18,016$839$198,804
Fees for Services Accounting$26,369$42,496-$68,865
Advertising$43,410$83$6,495$49,988
Pension Plan Contributions$42,956$4,334$239$47,529
Fees for Service Investment Mgmnt Fees-$30,481$3,500$33,981
Travel$14,700$15,363-$30,063
Fees for Services Legal$22,356$2,018-$24,374
Total Functional Expenses$13,217,667$1,411,073$57,603$14,686,343

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,686,343
Total Expenses per Audited Statements$14,686,343
Total Expenses per Form 990$14,686,343
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,779
Fundraising Direct Expenses$30,681
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market$65,779$65,779$30,681$35,098
Total Events$65,779$65,779$30,681$35,098
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$775,006
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
2020-02-13

Organization Details

Principal Officer
Mrslinda Kirk
Formed
1972
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
7
Employees
324
Volunteers
40

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Change in beneficial interest value 305”

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

“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 position upon adoption. This adoption had no impact on the organizations concolidated financial staements. As of august 31,2019, the organization determined it had no uncertailn tax positions and, therefore, has not accrued interest and penalties. In general, the organization is no longer subject to u.s. Federal income tax examoination by taxing authorities for u. S. Federal or stae income tax returns before fiscal year ended august 31,2016.”

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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,934,872
Liabilities
$33,939,215
Net assets
$14,995,657
Revenue
$13,688,282
Expenses
$14,686,343
Net income
-$998,061
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