Civic Intelligence

Lutheran Haven Inc

990 • Fiscal year 2023 • EIN 59-0637873

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 15, 2024

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

0.73x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

2.94x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

28th percentile

-3.6%

Higher net margin than 28% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$166,354

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

39th percentile

3.4%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$46,830,834

Up $1,527,349 (+3.4%) from 2022

Net Assets

Up

$12,709,591

Up $138,210 (+1.1%) from 2022

Liabilities

Up

$34,121,243

Up $1,389,139 (+4.2%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin28th percentile

Revenue

Up

$11,605,149

Up $1,532,340 (+15%) from 2022

Expenses

Down

$12,021,189

Down $734,835 (-5.8%) from 2022

Net Income

Up

-$416,040

Up $2,267,175 (+84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$46,830,834
Liabilities$34,121,243
Net Assets$12,709,591
Open 2023 Filing

Operations Trend

Revenue Growth68th 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

2023

Revenue$11,605,149
Expenses$12,021,189
Net Income-$416,040
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$11,684,708
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$35,267,296$38,129,974▲ $2,862,678
Investments in Publicly Traded Securities$5,103,861$5,739,821▲ $635,960
Cash and Non-Interest-Bearing Accounts$1,688,746$1,062,099▼ $626,647
Investments Other Securities$742,036--
Other Notes and Loans Receivable, Net$312,000--
Prepaid Expenses and Deferred Charges$185,226$241,036▲ $55,810
Accounts Receivable$535,533$156,714▼ $378,819
Total Assets$45,303,485$46,830,834▲ $1,527,349
Other Assets Total$1,468,787$1,501,190▲ $32,403
Liabilities
Deferred Revenue$17,396,457$17,523,420▲ $126,963
Mortgage Notes Payable Secured by Investment Property$13,838,884$14,807,661▲ $968,777
Other Liabilities$434,071$1,038,763▲ $604,692
Accounts Payable and Accrued Expenses$1,062,692$751,399▼ $311,293
Total Liabilities$32,732,104$34,121,243▲ $1,389,139
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,831,178$6,406,111▼ $425,067
Net Assets With Donor Restrictions$5,740,203$6,303,480▲ $563,277
Total Net Assets Fund Balance$12,571,381$12,709,591▲ $138,210
Total Liabilities and Net Assets / Fund Balance$45,303,485$46,830,834▲ $1,527,349

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,162,382$17,343,242$46,505,624
Equipment$1,266,372$3,952,916$5,219,288
Leasehold Improvements$1,497,139$2,242,341$3,739,480
Land$3,135,370-$3,135,370
Other Land Buildings$3,068,711-$3,068,711
Other Assets Org$95,070--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$3,108,689$55,867▲ $114,098$113,348$3,165,306
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
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry GriffingCEOFT$150,962$15,392$166,354
Michael RayCFOFT$145,050$14,608$159,658
Julie IsemanHome Health AdmFT$116,910$8,326$125,236

Board Members and Trustees

NameTitle
Susan HannasPresident
Jim IngersollVice President
Ardyne KirmDirector
Daniel BerteauDirector
John GutzDirector
Jon CarpenterDirector
Tige CulbertsonDirector
Waldemar Vin0vskisDirector
Wendy ClarkDirector
Wm ArpDirector
George HansellSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Friedrich Watkins CompanyConstruction-$1,050,594
Bailey Construction Co INCConstruction-$905,985
Metz Culinary ManagementCulinary Svc&suppl-$785,705
Ac Ernst Building CorporationConstruction-$612,635
Tonmor LLCConstruction-$187,262
Revenue and Support

Revenue Composition

Contributions and Grants
$1,007,306
Program Service Revenue
$9,210,569
Investment Income
$604,904
Other Revenue
$782,370
All Other Contributions
$975,081
Change in Net Assets
$-416,040

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,605,149
Total Revenue per Audited Statements
$11,605,149
Total Revenue per Form 990
$11,605,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,064,324
Salaries, Compensation, and Employee Benefits$5,956,865
Total Fundraising Expense$76,662
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,904,644$506,098$12,767$4,423,509
Depreciation Depletion$1,748,644$26,985$4,182$1,779,811
Other Employee Benefits$573,748$152,716$411$726,875
Interest$530,459$22,095-$552,554
Occupancy$522,672$3,878$1,123$527,673
Current Officers, Directors, Trustees, and Key Employees$116,910$297,622-$414,532
Payroll Taxes$299,598$58,923$984$359,505
Insurance$305,459$19,903$1,385$326,747
Information Technology$268,704$25,305$1,104$295,113
Other Expenses$206,743$61,918$437$206,743
Fees for Services Other$184,542--$184,542
All Other Expenses$165,033--$165,033
Office Expenses$130,273$29,187$4,476$163,936
Advertising$44,278$42,689$8,671$95,638
Fees for Service Investment Mgmnt Fees-$7,902$40,856$48,758
Pension Plan Contributions$25,472$6,845$127$32,444
Fees for Services Accounting-$31,500-$31,500
Travel$4,309$23,458$139$27,906
Fees for Services Legal$10,095$6,829-$16,924
Total Functional Expenses$10,607,866$1,336,661$76,662$12,021,189

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,021,189
Total Expenses per Audited Statements$12,021,189
Total Expenses per Form 990$12,021,189
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Deposits$498,014
Unearned Revenue$275,110
Advance Fee Refunds Payable$246,184
Other Deposits$19,455
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 governing body review Part VI line 11

“The organizations chief financial officer conducts a comprehensive review of theform 990 before it is filed. A copy of the return, as ultimately filed, is providedto each voting member of the board of trustees before it is filed with the irs.”

Conflict of interest policy compliance Part VI line 12C

“The adminstration sub-committee of the board of trusstees monitors and enforcescompliance with the conflict of interest policy annually. The sub-committee reviewsactual conflicts that are identified by the annual disclosure process and prohibits officers and directors from voting on matters where actual conflicts of interestexist.”

CEO executive director top management comp Part VI line 15A

“The board of trustees determines the compensation and benefits of the chiefexecutive officer and reviews the compensation of other top management officials.the board is independent with respect to the compensation arrangement beingconsidered. The board utilizes compensaton surveys that are specific to itsindustry. The review and approval process is documented in board meeting minutes.”

Governing documents etc available to public Part VI line 19

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Michael Ray
Title
CFO
Phone
4073655676
Signed
2024-01-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Jerry Griffing
Formed
1972
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
9
Employees
200
Volunteers
30

Preparer

Firm
Michael Ray
Address
89 S Atlantic Ave 1502, Ormond Beach, FL 32176
Preparer
Michael Ray
Phone
3864731070
Supplemental Narrative

Additional Explanations

Audited by an independent accountant Part XII line 2B

“The board of trustees is responsible for the selection, monitoring and evaluation ofan independent audit firm and oversight of the audit of its financial statements.there was no change in this process from the prior year.”

Cessation of or significant change to any program service Part III line 3

“Lutheran haven discontinued the operation of a 56 bed skilled nursing facility”

Financial Statement Notes

Agent not reporting amounts on 990 (Part IV, line 1B)

“RESIDENT TRUST ACCOUNT”

Escrow account liability (Part IV, line 2B)

“Escrow account is maintained for assited living residents. Theaccounts are reconciled monthly and statements are provided to the residentsquarterly. Interest is paid on the account balances.”

Endowment funds intended uses (Part V, line 4)

“To assist those who due to circumstances beyond their control can not afford to payfor their residence or care.”

Footnote for uncertain tax position under FIN 48 (Part X)

“The organization has adopted the application of the uncertain tax positionprovisions of fasb asc 740, income taxes. It prescribes an evaluation process forthe consolidated financial statements recognition and measurement of a tax positiontaken or expected to be taken in a tax return. It also provides guidance onde-recognition, classification, interest and penalties, disclosure, and transition.the provisions related to uncertainty in income taxes were applied to all taxpositions upon adoption. This adoption had no impact on the organizationsconsolidated financial statements. As of august 31, 202, the organizationdetermined it had no uncertain tax positions and, therefore, has not accruedinterest and penalties.”

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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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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,830,834
Liabilities
$34,121,243
Net assets
$12,709,591
Revenue
$11,605,149
Expenses
$12,021,189
Net income
-$416,040
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