Civic Intelligence

Lutheran Haven Inc

990 • Fiscal year 2022 • EIN 59-0637873

Sep 01, 2021 to Aug 31, 2022 • Filed on May 11, 2023

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

85th percentile

0.72x

Higher debt load relative to assets than 85% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

3.25x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

9th percentile

-27%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

25th percentile

$163,823

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

18th percentile

-11%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-32%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$45,303,485

Down $5,403,650 (-11%) from 2021

Net Assets

Down

$12,571,381

Down $4,097,273 (-25%) from 2021

Liabilities

Down

$32,732,104

Down $1,306,377 (-3.8%) from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin9th percentile

Revenue

Down

$10,072,809

Down $4,723,157 (-32%) from 2021

Expenses

Down

$12,756,024

Down $2,555,069 (-17%) from 2021

Net Income

Down

-$2,683,215

Down $2,168,088 (-421%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2022

Assets$45,303,485
Liabilities$32,732,104
Net Assets$12,571,381
Open 2022 Filing

Operations Trend

Revenue Growth12th 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

2022

Revenue$10,072,809
Expenses$12,756,024
Net Income-$2,683,215
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
May 11, 2023
Return Version
2021v4.0
Gross Receipts
$10,194,289
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$36,042,164$35,267,296▼ $774,868
Investments in Publicly Traded Securities$6,375,017$5,103,861▼ $1,271,156
Cash and Non-Interest-Bearing Accounts$3,795,114$1,688,746▼ $2,106,368
Investments Other Securities$730,806$742,036▲ $11,230
Accounts Receivable$880,038$535,533▼ $344,505
Other Notes and Loans Receivable, Net$390,800$312,000▼ $78,800
Prepaid Expenses and Deferred Charges$448,009$185,226▼ $262,783
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-
Inventories for Sale or Use-$0-
Total Assets$50,707,135$45,303,485▼ $5,403,650
Other Assets Total$2,045,187$1,468,787▼ $576,400
Liabilities
Deferred Revenue$17,385,667$17,396,457▲ $10,790
Mortgage Notes Payable Secured by Investment Property$15,022,208$13,838,884▼ $1,183,324
Accounts Payable and Accrued Expenses$1,072,759$1,062,692▼ $10,067
Other Liabilities$557,847$434,071▼ $123,776
Total Liabilities$34,038,481$32,732,104▼ $1,306,377
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,078,518$6,831,178▼ $4,247,340
Net Assets With Donor Restrictions$5,590,136$5,740,203▲ $150,067
Total Net Assets Fund Balance$16,668,654$12,571,381▼ $4,097,273
Total Liabilities and Net Assets / Fund Balance$50,707,135$45,303,485▼ $5,403,650

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$28,514,964$16,353,019$44,867,983
Equipment$1,404,037$3,287,215$4,691,252
Leasehold Improvements$1,673,731$2,119,718$3,793,449
Land$3,135,370-$3,135,370
Other Land Buildings$539,194$152,256$691,450

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,108,943$3,150▲ $79,500$82,904$3,108,689
2020$3,046,920$60,664▲ $70,155$68,795$3,108,944
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
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Jerry GriffingCEOFT$150,237$13,586$163,823
Mr Michael RayCFOFT$138,792$10,920$149,712
Michael a BuxtonNursing Home AdmFT$127,541$12,207$139,748
Iseman JulieHome Health AdmFT$110,834$8,366$119,200

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
$365,359
Program Service Revenue
$7,806,792
Investment Income
$1,264,992
Other Revenue
$635,666
All Other Contributions
$325,849
Change in Net Assets
$-2,683,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,072,809
Total Revenue per Audited Statements
$10,072,809
Total Revenue per Form 990
$10,072,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,600,329
Salaries, Compensation, and Employee Benefits$5,155,695
Total Fundraising Expense$103,739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,168,825$542,583$17,226$3,728,634
Depreciation Depletion$1,802,270$12,875$2,810$1,817,955
Other Employee Benefits$442,267$120,617$795$563,679
Current Officers, Directors, Trustees, and Key Employees$239,744$280,610-$520,354
All Other Expenses$479,430$5,934$16,055$501,419
Interest$86,258$408,269-$494,527
Other Expenses$338,814$3,478$1,007$343,299
Office Expenses$240,282$68,312$7,909$316,503
Payroll Taxes$251,856$56,388$1,329$309,573
Fees for Services Other$142,284$105,253$70$247,607
Insurance$186,083$38,184$1,130$225,397
Fees for Service Investment Mgmnt Fees-$9,585$47,410$56,995
Fees for Services Legal$17,259$28,655-$45,914
Advertising$28,922$54$6,395$35,371
Pension Plan Contributions$25,628$7,606$221$33,455
Fees for Services Accounting-$29,475-$29,475
Payment Travel Entrtnmnt Publicly Ofcl$4,666$17,587-$22,253
Total Functional Expenses$10,911,798$1,740,487$103,739$12,756,024

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,756,024
Total Expenses per Audited Statements$12,756,024
Total Expenses per Form 990$12,756,024
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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$416,838
Other deposits$17,233
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
No
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 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, 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 Michael Ray
Title
CFO
Signed
2023-05-11
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
321
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

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 Assisted 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, 2021, 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.”

Raw XML AppendixShowing 400 of 742 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01072759
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01062692
IRS990/AccountsReceivableGrp/BOYAmt0880038
IRS990/AccountsReceivableGrp/EOYAmt0535533
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A 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.
IRS990/AdvertisingGrp/FundraisingAmt06395
IRS990/AdvertisingGrp/ManagementAndGeneralAmt054
IRS990/AdvertisingGrp/ProgramServicesAmt028922
IRS990/AdvertisingGrp/TotalAmt035371
IRS990/AllOtherContributionsAmt0325849
IRS990/AllOtherExpensesGrp/FundraisingAmt016055
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05934
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0479430
IRS990/AllOtherExpensesGrp/TotalAmt0501419
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Michael Ray
IRS990/BooksInCareOfDetail/PhoneNum04077061161
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02041 West State Road 426
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oviedo
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032765
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03795114
IRS990/CashNonInterestBearingGrp/EOYAmt01688746
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0280610
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0239744
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0520354
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0365359
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01264992
IRS990/CYOtherExpensesAmt07600329
IRS990/CYOtherRevenueAmt0635666
IRS990/CYProgramServiceRevenueAmt07806792
IRS990/CYRevenuesLessExpensesAmt0-2683215
IRS990/CYSalariesCompEmpBnftPaidAmt05155695
IRS990/CYTotalExpensesAmt012756024
IRS990/CYTotalFundraisingExpenseAmt0103739
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010072809
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt017385667
IRS990/DeferredRevenueGrp/EOYAmt017396457
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt02810
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt012875
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01802270
IRS990/DepreciationDepletionGrp/TotalAmt01817955
IRS990/Desc0HEALTH CARE SERVICES - PROVIDES THE ELDERLY WITH HEALTHCARE ASSISTANCE INTHEIR HOME. NURSING AND MEDICAL CARE FOR THE AGED, PROVIDING A 56-BEDSKILLED NURSING FACILITY, A 31-BED ASSISTED LIVING FACILITY AND MEMORY CARESERVICES - PROVIDING A 26-BED MEMORY CARE FACILITY.During January 2022, the Organizations Board of Trustees made the decision to discontinue operations of the skilled nursing facility. This decision was due to a deteriorating operating environment based on financial, regulatory and utilization factors. The decision to discontinue the operation of the skilled nursing facility was publicly announced on March 15, 2022, and the last resident left the facility on May 27, 2022.The operating results of the discontinued operations is included in the functional expenses section of the return and amounted to a loss of $2,388,245 for the year ended 8/31/2022.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt05590136
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05740203
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0321
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06276197
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029475
IRS990/FeesForServicesAccountingGrp/TotalAmt029475
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt028655
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt017259
IRS990/FeesForServicesLegalGrp/TotalAmt045914
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt070
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0105253
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0142284
IRS990/FeesForServicesOtherGrp/TotalAmt0247607
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt047410
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09585
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt056995
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt012081
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110920
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt212207
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt38366
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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/PersonNm0Mr Jerry Griffing
IRS990/Form990PartVIISectionAGrp/PersonNm1Mr Michael Ray
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL A BUXTON
IRS990/Form990PartVIISectionAGrp/PersonNm3Iseman Julie
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/ReportableCompFromOrgAmt0151742
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1138792
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2127541
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3110834
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/TitleTxt2Nursing Home Adm
IRS990/Form990PartVIISectionAGrp/TitleTxt3Home Health 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/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0992945
IRS990/GainOrLossGrp/SecuritiesAmt0900
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01114425
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0900
IRS990/GrossReceiptsAmt010194289
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt01130
IRS990/InsuranceGrp/ManagementAndGeneralAmt038184
IRS990/InsuranceGrp/ProgramServicesAmt0186083
IRS990/InsuranceGrp/TotalAmt0225397
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0408269
IRS990/InterestGrp/ProgramServicesAmt086258
IRS990/InterestGrp/TotalAmt0494527
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt092165
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0178982
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0271147
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0730806
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0742036
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06375017
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05103861
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021912208
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036042164
IRS990/LandBldgEquipBasisNetGrp/EOYAmt035267296
IRS990/LandBldgEquipCostOrOtherBssAmt057179504
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0121480
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/BOYAmt015022208
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013838884
IRS990/NetAssetsOrFundBalancesBOYAmt016668654
IRS990/NetAssetsOrFundBalancesEOYAmt012571381
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0993845
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0993845
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1414058
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011078518
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06831178
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt07909
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt068312
IRS990/OfficeExpensesGrp/ProgramServicesAmt0240282
IRS990/OfficeExpensesGrp/TotalAmt0316503
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02045187
IRS990/OtherAssetsTotalGrp/EOYAmt01468787
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0795
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0120617
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0442267
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0563679
IRS990/OtherExpensesGrp/Desc0Discontinued Operations
IRS990/OtherExpensesGrp/Desc1Repairs and Maintenance
IRS990/OtherExpensesGrp/Desc2Dietary and Housekeeping
IRS990/OtherExpensesGrp/Desc3Utilities
IRS990/OtherExpensesGrp/FundraisingAmt01382
IRS990/OtherExpensesGrp/FundraisingAmt11007
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05022
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13478
IRS990/OtherExpensesGrp/ProgramServicesAmt02388245
IRS990/OtherExpensesGrp/ProgramServicesAmt1586845
IRS990/OtherExpensesGrp/ProgramServicesAmt2482120
IRS990/OtherExpensesGrp/ProgramServicesAmt3338814
IRS990/OtherExpensesGrp/TotalAmt02388245
IRS990/OtherExpensesGrp/TotalAmt1593249
IRS990/OtherExpensesGrp/TotalAmt2482120
IRS990/OtherExpensesGrp/TotalAmt3343299
IRS990/OtherLiabilitiesGrp/BOYAmt0557847
IRS990/OtherLiabilitiesGrp/EOYAmt0434071
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0Meals, Various Fees
IRS990/OtherRevenueMiscGrp/Desc1School lunch and catering
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0520131
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0520131
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1115535
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0115535
IRS990/OtherRevenueTotalAmt0635666
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017226
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0542583
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03168825
IRS990/OtherSalariesAndWagesGrp/TotalAmt03728634
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0390800
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0312000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01329
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt056388
IRS990/PayrollTaxesGrp/ProgramServicesAmt0251856
IRS990/PayrollTaxesGrp/TotalAmt0309573
IRS990/PensionPlanContributionsGrp/FundraisingAmt0221
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07606
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt025628
IRS990/PensionPlanContributionsGrp/TotalAmt033455
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0448009
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0185226
IRS990/PrincipalOfficerNm0Mr Jerry Griffing
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0Health Services
IRS990/ProgramServiceRevenueGrp/Desc1Retirement Resident Srvs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02481968
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15324824
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02481968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15324824
IRS990/ProgSrvcAccomActy2Grp/Desc0Retirees - 172 residential housing units are available and are continuously filled except for maintenance time between residents.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04635601
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05324824
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01368195
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0175908
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt017587
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt04666
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt022253
IRS990/PYOtherExpensesAmt06770005
IRS990/PYOtherRevenueAmt0479109
IRS990/PYProgramServiceRevenueAmt012772754
IRS990/PYRevenuesLessExpensesAmt0-515127
IRS990/PYSalariesCompEmpBnftPaidAmt08541088
IRS990/PYTotalExpensesAmt015311093
IRS990/PYTotalRevenueAmt014795966
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2683215
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt039510
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02481968
IRS990/RoyaltiesGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,303,485
Liabilities
$32,732,104
Net assets
$12,571,381
Revenue
$10,072,809
Expenses
$12,756,024
Net income
-$2,683,215
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