Civic Intelligence

Lutheran Haven Inc

990 • Fiscal year 2020 • EIN 59-0637873

Sep 01, 2019 to Aug 31, 2020 • Filed on May 28, 2021

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

80th percentile

0.68x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

2.04x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

63rd percentile

8.6%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

33rd percentile

1.9%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$49,878,985

Up $944,113 (+1.9%) from 2019

Net Assets

Up

$15,844,300

Up $848,643 (+5.7%) from 2019

Liabilities

Up

$34,034,685

Up $95,470 (+0.3%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin63rd percentile

Revenue

Up

$16,723,035

Up $3,034,753 (+22%) from 2019

Expenses

Up

$15,283,301

Up $596,958 (+4.1%) from 2019

Net Income

Up

$1,439,734

Up $2,437,795 (+244%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$49,878,985
Liabilities$34,034,685
Net Assets$15,844,300
Open 2020 Filing

Operations Trend

Revenue Growth80th 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

2020

Revenue$16,723,035
Expenses$15,283,301
Net Income$1,439,734
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
May 28, 2021
Return Version
2019v5.0
Gross Receipts
$16,737,405
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$36,963,132$35,734,864▼ $1,228,268
Cash and Non-Interest-Bearing Accounts$3,607,856$4,934,044▲ $1,326,188
Investments in Publicly Traded Securities$4,657,381$4,905,015▲ $247,634
Accounts Receivable$1,373,835$1,339,689▼ $34,146
Investments Other Securities$701,882$717,490▲ $15,608
Other Notes and Loans Receivable, Net$939,100$465,887▼ $473,213
Inventories for Sale or Use$393,672$146,895▼ $246,777
Prepaid Expenses and Deferred Charges-$111,502-
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$48,934,872$49,878,985▲ $944,113
Other Assets Total$298,014$1,523,599▲ $1,225,585
Liabilities
Deferred Revenue$13,528,868$17,257,098▲ $3,728,230
Mortgage Notes Payable Secured by Investment Property$18,706,731$15,095,818▼ $3,610,913
Accounts Payable and Accrued Expenses$928,610$919,412▼ $9,198
Other Liabilities$775,006$762,357▼ $12,649
Total Liabilities$33,939,215$34,034,685▲ $95,470
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,193,736$10,967,008▼ $226,728
Net Assets With Donor Restrictions$3,801,921$4,877,292▲ $1,075,371
Total Net Assets Fund Balance$14,995,657$15,844,300▲ $848,643
Total Liabilities and Net Assets / Fund Balance$48,934,872$49,878,985▲ $944,113

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$28,004,778$13,707,740$41,712,518
Equipment$1,849,588$3,771,594$5,621,182
Leasehold Improvements$1,786,057$1,935,162$3,721,219
Land$2,691,180-$2,691,180
Other Land Buildings$1,403,261$319,287$1,722,548
Other Securities$150,460--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,764,643$688,997▲ $95,249$501,969$3,046,920
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mrs Linda KirkCEOFT$157,485$17,360$174,845
Mr Jerry GriffingCFOFT$133,094$12,688$145,782
Iseman JulieHome Health AdmFT$111,309-$111,309
Michael a BuxtonNursing Home AdmFT$110,597-$110,597

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,015,479
Program Service Revenue
$13,001,314
Investment Income
$218,846
Other Revenue
$487,396
All Other Contributions
$1,401,426
Change in Net Assets
$1,439,734

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,723,035
Total Revenue per Audited Statements
$16,723,035
Total Revenue per Form 990
$16,723,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,704,189
Other Expenses$6,579,112
Total Fundraising Expense$49,799
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,192,758$577,642$19,770$6,790,170
Depreciation Depletion$1,996,972$21,677$5,051$2,023,700
Other Employee Benefits$858,558$169,013$500$1,028,071
Interest$702,596$3,886-$706,482
All Other Expenses$684,239$10,349$8,514$703,102
Payroll Taxes$461,452$61,468$1,522$524,442
Other Expenses$366,462$2,793$648$369,903
Office Expenses$307,012$54,653$7,313$368,978
Current Officers, Directors, Trustees, and Key Employees-$301,961-$301,961
Fees for Services Other$265,787$18,253-$284,040
Insurance$216,873$18,877$650$236,400
Pension Plan Contributions$50,868$8,432$245$59,545
Fees for Services Accounting$17,444$38,000-$55,444
Advertising$31,673$1,703$4,905$38,281
Travel$12,707$11,853$35$24,595
Fees for Services Legal$4,384$1,634-$6,018
Total Functional Expenses$13,928,982$1,304,520$49,799$15,283,301

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,283,301
Total Expenses per Audited Statements$15,283,301
Total Expenses per Form 990$15,283,301
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,222
Fundraising Direct Expenses$14,370
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flea Market Fundraiser$31,222$31,222$14,370$16,852
Total Events$31,222$31,222$14,370$16,852
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable deposits$734,486
Other deposits$27,871
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 35% controlled entity
No
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Treasurer, Ferdinand S. Duda, is the brother of President, Susan Hanas.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organizations 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, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Adminstration Sub-Committee of the Board of Trusstees 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, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“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 compensaton surveys that are specific to its industry. The review and approval process is documented in Board meeting minutes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Mr Jerry Griffing
Title
CEO
Signed
2021-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Jerry Griffing
Formed
1972
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
9
Employees
359
Volunteers
32

Preparer

Firm
Jesse J Parrish III CPA
Address
909 Indian River Avenue, Titusville, FL 32780
Preparer
Jesse J Parrish III CPA
Phone
3217200858
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Rounding = -$1”

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Board of Trustees is responsible for the selection, monitoring and evaluation of an independent audit firm and oversight of the audit of its financial statements. There was no change in this process from the prior year.”

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“Resident Trust Account”

Part IV, Line 2B: Explanation of escrow account liability

“Escrow account is maintained for the Nursing Home and Assited Living residents. The accounts are reconciled monthly and statements are provided to the residents quarterly. Interest is paid on the account balances.”

Part V, Line 4: Intended uses of the endowment fund.

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

Part X : FIN48 Footnote

“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, 2020, 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, 2017.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Mrs Linda Kirk
IRS990/Form990PartVIISectionAGrp/PersonNm1Mr Jerry Griffing
IRS990/Form990PartVIISectionAGrp/PersonNm2Iseman Julie
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL A BUXTON
IRS990/Form990PartVIISectionAGrp/PersonNm4Mrs Susan Hanas
IRS990/Form990PartVIISectionAGrp/PersonNm5Mr James Ingersoll
IRS990/Form990PartVIISectionAGrp/PersonNm6Mr Ferdinand S Duda
IRS990/Form990PartVIISectionAGrp/PersonNm7Rev George Hansell
IRS990/Form990PartVIISectionAGrp/PersonNm8Rev W M Arp
IRS990/Form990PartVIISectionAGrp/PersonNm9Rev Daniel Berteau
IRS990/Form990PartVIISectionAGrp/PersonNm10Rev John Gutz
IRS990/Form990PartVIISectionAGrp/PersonNm11Ms Ardyne Kirm
IRS990/Form990PartVIISectionAGrp/PersonNm12Rev Waldemar Vinovskis
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0157485
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1133094
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2111309
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3110597
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Home Health Adm
IRS990/Form990PartVIISectionAGrp/TitleTxt3Nursing Home Adm
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt014370
IRS990/FundraisingGrossIncomeAmt031222
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt01576568
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt016737405
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0650
IRS990/InsuranceGrp/ManagementAndGeneralAmt018877
IRS990/InsuranceGrp/ProgramServicesAmt0216873
IRS990/InsuranceGrp/TotalAmt0236400
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt03886
IRS990/InterestGrp/ProgramServicesAmt0702596
IRS990/InterestGrp/TotalAmt0706482
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0393672
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0146895
IRS990/InvestmentIncomeGrp/ExclusionAmt097500
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0121346
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0218846
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0701882
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0717490
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04657381
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04905015
IRS990/IRPDocumentCnt049
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019733783
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036963132
IRS990/LandBldgEquipBasisNetGrp/EOYAmt035734864
IRS990/LandBldgEquipCostOrOtherBssAmt055468647
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of Lutheran Haven is to provide a quality Christ-centered haven of care to older adults.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt018706731
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt015095818
IRS990/NetAssetsOrFundBalancesBOYAmt014995657
IRS990/NetAssetsOrFundBalancesEOYAmt015844300
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt016852
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-54299
IRS990/NetUnrlzdGainsLossesInvstAmt0363508
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011193736
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010967008
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt07313
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt054653
IRS990/OfficeExpensesGrp/ProgramServicesAmt0307012
IRS990/OfficeExpensesGrp/TotalAmt0368978
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0298014
IRS990/OtherAssetsTotalGrp/EOYAmt01523599
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0500
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0169013
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0858558
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01028071
IRS990/OtherExpensesGrp/Desc0Ancillary
IRS990/OtherExpensesGrp/Desc1Dietary and Housekeeping
IRS990/OtherExpensesGrp/Desc2Repairs and Maintenance
IRS990/OtherExpensesGrp/Desc3Utilitities
IRS990/OtherExpensesGrp/FundraisingAmt0646
IRS990/OtherExpensesGrp/FundraisingAmt1648
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02326
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12793
IRS990/OtherExpensesGrp/ProgramServicesAmt0749257
IRS990/OtherExpensesGrp/ProgramServicesAmt1635346
IRS990/OtherExpensesGrp/ProgramServicesAmt2374594
IRS990/OtherExpensesGrp/ProgramServicesAmt3366462
IRS990/OtherExpensesGrp/TotalAmt0749257
IRS990/OtherExpensesGrp/TotalAmt1635346
IRS990/OtherExpensesGrp/TotalAmt2377566
IRS990/OtherExpensesGrp/TotalAmt3369903
IRS990/OtherLiabilitiesGrp/BOYAmt0775006
IRS990/OtherLiabilitiesGrp/EOYAmt0762357
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0Meals, Various Fees
IRS990/OtherRevenueMiscGrp/Desc1School lunch and catering
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0385219
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0385219
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt185325
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt085325
IRS990/OtherRevenueTotalAmt0470544
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019770
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0577642
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06192758
IRS990/OtherSalariesAndWagesGrp/TotalAmt06790170
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0939100
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0465887
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01522
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt061468
IRS990/PayrollTaxesGrp/ProgramServicesAmt0461452
IRS990/PayrollTaxesGrp/TotalAmt0524442
IRS990/PensionPlanContributionsGrp/FundraisingAmt0245
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08432
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt050868
IRS990/PensionPlanContributionsGrp/TotalAmt059545
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0111502
IRS990/PrincipalOfficerNm0Mr Jerry Griffing
IRS990/PriorPeriodAdjustmentsAmt0-954598
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0Health Services
IRS990/ProgramServiceRevenueGrp/Desc1Retirement Resident Srvs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08416239
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14585075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08416239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14585075
IRS990/ProgSrvcAccomActy2Grp/Desc0Retirees - 172 residential housing units are available and are continuously filled except for maintenance time between residents.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04681030
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04585075
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0211460
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0266070
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06304248
IRS990/PYOtherRevenueAmt0290299
IRS990/PYProgramServiceRevenueAmt012920453
IRS990/PYRevenuesLessExpensesAmt0-998061
IRS990/PYSalariesCompEmpBnftPaidAmt08382095
IRS990/PYTotalExpensesAmt014686343
IRS990/PYTotalRevenueAmt013688282
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01439734
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt037485
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08416239
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Primarily Food Service

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,878,985
Liabilities
$34,034,685
Net assets
$15,844,300
Revenue
$16,723,035
Expenses
$15,283,301
Net income
$1,439,734
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