Civic Intelligence

Lutheran Residences Inc.

990 • Fiscal year 2022 • EIN 59-6178232

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 17, 2023

Organization ProfileN/A
550 First Avenue SouthSt Petersburg, FL 33701

(727) 896-3197

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-2162%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

3rd percentile

-37%

Faster asset growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,730,204

Down $1,598,253 (-37%) from 2021

Net Assets

Down

$2,730,204

Down $1,436,282 (-34%) from 2021

Liabilities

Down

$0

Down $161,971 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$66,437

Down $1,356,485 (-95%) from 2021

Expenses

Up

$1,502,719

Up $382,629 (+34%) from 2021

Net Income

Down

-$1,436,282

Down $1,739,114 (-574%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$15M$10M$5.0M$0Assets 2010: $7,526,584Liabilities 2010: $5,674,054Net Assets 2010: $1,852,5302010Assets 2011: $7,335,155Liabilities 2011: $5,578,101Net Assets 2011: $1,757,0542011Assets 2012: $7,164,226Liabilities 2012: $5,553,753Net Assets 2012: $1,610,4732012Assets 2013: $7,007,131Liabilities 2013: $5,413,840Net Assets 2013: $1,593,2912013Assets 2014: $6,912,730Liabilities 2014: $5,425,231Net Assets 2014: $1,487,4992014Assets 2015: $6,800,942Liabilities 2015: $5,292,003Net Assets 2015: $1,508,9392015Assets 2016: $6,431,360Liabilities 2016: $4,806,032Net Assets 2016: $1,625,3282016Assets 2017: $6,545,435Liabilities 2017: $4,727,208Net Assets 2017: $1,818,2272017Assets 2018: $6,523,280Liabilities 2018: $4,649,611Net Assets 2018: $1,873,6692018Assets 2019: $14,473,903Liabilities 2019: $729,875Net Assets 2019: $13,744,0282019Assets 2020: $4,141,523Liabilities 2020: $277,869Net Assets 2020: $3,863,6542020Assets 2021: $4,328,457Liabilities 2021: $161,971Net Assets 2021: $4,166,4862021Assets 2022: $2,730,204Liabilities 2022: $0Net Assets 2022: $2,730,2042022Assets 2023: $2,782,444Liabilities 2023: $0Net Assets 2023: $2,782,4442023Assets 2024: $2,851,932Liabilities 2024: $0Net Assets 2024: $2,851,9322024

Highlighted filing

2022

Assets$2,730,204
Liabilities$0
Net Assets$2,730,204
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$20M$10M$0-$10MExpenses 2010: $2,493,3722010Expenses 2011: $2,495,0072011Revenue 2012: $2,534,919Expenses 2012: $2,681,500Net Income 2012: -$146,5812012Revenue 2013: $2,554,240Expenses 2013: $2,571,422Net Income 2013: -$17,1822013Revenue 2014: $2,528,330Expenses 2014: $2,634,122Net Income 2014: -$105,7922014Revenue 2015: $2,591,512Expenses 2015: $2,570,072Net Income 2015: $21,4402015Revenue 2016: $2,675,408Expenses 2016: $2,559,019Net Income 2016: $116,3892016Revenue 2017: $2,699,743Expenses 2017: $2,506,844Net Income 2017: $192,8992017Revenue 2018: $2,662,893Expenses 2018: $2,607,451Net Income 2018: $55,4422018Revenue 2019: $14,047,066Expenses 2019: $2,176,707Net Income 2019: $11,870,3592019Revenue 2020: $1,399,720Expenses 2020: $11,146,039Net Income 2020: -$9,746,3192020Revenue 2021: $1,422,922Expenses 2021: $1,120,090Net Income 2021: $302,8322021Revenue 2022: $66,437Expenses 2022: $1,502,719Net Income 2022: -$1,436,2822022Revenue 2023: $67,737Expenses 2023: $15,497Net Income 2023: $52,2402023Revenue 2024: $69,488Expenses 2024: $0Net Income 2024: $69,4882024

Highlighted filing

2022

Revenue$66,437
Expenses$1,502,719
Net Income-$1,436,282
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$66,437
Mission and Program Overview

Mission

We are a HUD regulated senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owns and operated two HUD housing projects (Lutheran Residences of South Pasadena and Lutheran Apartments).

We are a senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owned and operated one HUD housing project (Lutheran Residences of South Pasadena). Effective in 2022, the facility at South Pasadena was transferred to a related entity, Lutheran Pasadena Housing, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$2,648,450$2,714,661▲ $66,211
Land, Buildings, and Equipment, Net$931,754$0▼ $931,754
Savings and Temporary Cash Investments$229,372$0▼ $229,372
Prepaid Expenses and Deferred Charges$91,313$0▼ $91,313
Cash and Non-Interest-Bearing Accounts$321,449$15,497▼ $305,952
Accounts Receivable$7,998$0▼ $7,998
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,328,457$2,730,204▼ $1,598,253
Other Assets Total$98,121$46▼ $98,075
Liabilities
Other Liabilities$93,253--
Accounts Payable and Accrued Expenses$65,901--
Deferred Revenue$2,817--
Total Liabilities$161,971$0▼ $161,971
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,166,486$2,730,204▼ $1,436,282
Total Net Assets Fund Balance$4,166,486$2,730,204▼ $1,436,282
Total Liabilities and Net Assets / Fund Balance$4,328,457$2,730,204▼ $1,598,253
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Theresa ZieglerPresident
George RahdertVice President
Bob DePughDirector
Dennis MillerDirector
James GeschkeDirector
Stephen SpinogattiDirector
Paul GibsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$66,437
Other Revenue
$0
Change in Net Assets
$-1,436,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,502,679
Other Expenses$40
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,502,679--$1,502,679
Office Expenses-$40-$40
Total Functional Expenses$1,502,679$40$0$1,502,719
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Pasadena Housing IncSouth Pasadena, FL501c3Transfer of assets to Related Org$0
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president of the Board of Directors reviews the Form 990 in detail before signing and filing the return.”

Form 990, Part VI, Section B, Line 15A

“The Board of Directors reviews and approves all salaries in the budget process annually.”

Form 990, Part VI, Section C, Line 19

“The Organization has its governing documents and financial statements available for public inspection at the address of this return.”

Filing and Contact Details

Filer

Filer Name
Lutheran Residences Inc
EIN
59-6178232
Phone
7278963197
Address
550 First Avenue South, St Petersburg, FL 33701

Signing Officer

Name
Theresa Ziegler
Title
President
Signed
2023-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Ziegler
Formed
1967
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Barton Gonzalez & Myers Pa
Address
13137 66TH ST, LARGO, FL 33773
Preparer
Sergio Gonzalez
Phone
7273441040
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“Effective in January 17, 2022 (but retroactive to January 1, 2022), the facility at South Pasadena was transferred to a related entity, Lutheran Pasadena Housing, Inc.”

Activity of Lutheran Residences, Inc.

“We are a senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owned and operated a HUD housing project (Lutheran Residences of South Pasadena HUD Project No. 067-SH039). Previously LRI owned and operated a separate project Lutheran Apartments which was sold in August 2019. Effective January 2022 the facility (and other assets and liabilities) related to Lutheran Residences of South Pasadena were transfered to Lutheran Pasadena Housing, Inc., a related entity. Lutheran Residences, Inc. continues to operate as it is a general partner in another housing development.”

Statement Note 1

“Form 990, Part V, Line 2aForm 990, Part VI, Section B, Line 15Form 900, Part IX, Line 7 & 10 - Statement of Functional ExpensesCompensation:The organization has no employees. All compensation costs are allocated from the employees of the management company.”

Raw XML AppendixShowing 400 of 497 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/BOYAmt065901
IRS990/AccountsReceivableGrp/BOYAmt07998
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0We are a senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owned and operated one HUD housing project (Lutheran Residences of South Pasadena). Effective in 2022, the facility at South Pasadena was transferred to a related entity, Lutheran Pasadena Housing, Inc.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Theresa Ziegler
IRS990/BooksInCareOfDetail/PhoneNum07278963197
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0550 First Avenue South
IRS990/BooksInCareOfDetail/USAddress/CityNm0St Petersburg
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033701
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0321449
IRS990/CashNonInterestBearingGrp/EOYAmt015497
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01502679
IRS990/CYInvestmentIncomeAmt066437
IRS990/CYOtherExpensesAmt040
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1436282
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01502719
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt066437
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02817
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0To provide 180 residential apartment units to low-income qualified elderly persons. Effective in 2022, the facility at South Pasadena was transferred to a related entity, Lutheran Pasadena Housing, Inc.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01502679
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Bob DePugh
IRS990/Form990PartVIISectionAGrp/PersonNm1James Geschke
IRS990/Form990PartVIISectionAGrp/PersonNm2George Rahdert
IRS990/Form990PartVIISectionAGrp/PersonNm3Paul Gibson
IRS990/Form990PartVIISectionAGrp/PersonNm4Dennis Miller
IRS990/Form990PartVIISectionAGrp/PersonNm5Theresa Ziegler
IRS990/Form990PartVIISectionAGrp/PersonNm6Stephen Spinogatti
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01502679
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01502679
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt066437
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt066437
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066437
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0931754
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0We are a senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owned and operated one HUD housing project (Lutheran Residences of South Pasadena). Effective in 2022, the facility at South Pasadena was transferred to a related entity, Lutheran Pasadena Housing, Inc.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04166486
IRS990/NetAssetsOrFundBalancesEOYAmt02730204
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04166486
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02730204
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040
IRS990/OfficeExpensesGrp/TotalAmt040
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt098121
IRS990/OtherAssetsTotalGrp/EOYAmt046
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt093253
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02648450
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02714661
IRS990/PartialLiquidationInd0true
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt091313
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Theresa Ziegler
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt064558
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0864081
IRS990/PYOtherRevenueAmt0256460
IRS990/PYProgramServiceRevenueAmt01101904
IRS990/PYRevenuesLessExpensesAmt0302832
IRS990/PYSalariesCompEmpBnftPaidAmt0256009
IRS990/PYTotalExpensesAmt01120090
IRS990/PYTotalRevenueAmt01422922
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1436282
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0229372
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt066437
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018686
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt047607
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt059297
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0210816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01101904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01104197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01931347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02509157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06646605
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt066437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018686
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt047607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt059297
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0210816
IRS990ScheduleA/InvestmentIncomeCYPct00.02880
IRS990ScheduleA/InvestmentIncomePYPct00.02020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0237810
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt025242
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0104664
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt094439
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0462155
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90810
IRS990ScheduleA/PublicSupportPY509Pct00.92100
IRS990ScheduleA/PublicSupportTotal509Amt06646605
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01101904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01104197
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01931347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02509157
IRS990ScheduleA/Total509Grp/TotalAmt06646605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01358400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01148228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02083618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02662893
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07319576
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt01502679
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Transfer of facilities and assets
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Transfer of assets to Related Org
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lutheran Pasadena Housing Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0853323568
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06800 Park Street South
IRS990ScheduleI/RecipientTable/USAddress/CityNm0South Pasadena
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033707
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0true
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Transfer of South Pasadena facilities and assets (and liabil
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Lutheran Pasadena Housing Inc
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02022-01-01
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0853323568
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01502679
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501c3
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0Transferred at cost
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt06800 Park Street South
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0South Pasadena
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0FL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd033707
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Board members for the transferee organization are similar
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I & 2, Line 2e - Name and Explanation for Involvement in Successor
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Effective in January 17, 2022 (but retroactive to January 1, 2022), the facility at South Pasadena was transferred to a related entity, Lutheran Pasadena Housing, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The president of the Board of Directors reviews the Form 990 in detail before signing and filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors reviews and approves all salaries in the budget process annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization has its governing documents and financial statements available for public inspection at the address of this return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4We are a senior housing organization. Our mission is to provide affordable housing and other services to low-income elderly persons. Lutheran Residences, Inc. owned and operated a HUD housing project (Lutheran Residences of South Pasadena HUD Project No. 067-SH039). Previously LRI owned and operated a separate project Lutheran Apartments which was sold in August 2019. Effective January 2022 the facility (and other assets and liabilities) related to Lutheran Residences of South Pasadena were transfered to Lutheran Pasadena Housing, Inc., a related entity. Lutheran Residences, Inc. continues to operate as it is a general partner in another housing development.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990, Part V, Line 2aForm 990, Part VI, Section B, Line 15Form 900, Part IX, Line 7 & 10 - Statement of Functional ExpensesCompensation:The organization has no employees. All compensation costs are allocated from the employees of the management company.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Activity of Lutheran Residences, Inc.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Statement Note 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0No
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0833153505
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.00010
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0Low Income Housing
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Lutheran Florida LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt046
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0226
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0550 First Avenue South
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0St Petersburg
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd033701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Lutheran Florida Housing Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Lutheran Pasadena Housing Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0853295339
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1853323568
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Low Income Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Low Income Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(a)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0550 First Avenue South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt16800 Park Street South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0St Petersburg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1South Pasadena
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd133707
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false

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
$2,730,204
Liabilities
$0
Net assets
$2,730,204
Revenue
$66,437
Expenses
$1,502,719
Net income
-$1,436,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.00$2.85$0.07$0.00$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.07$0.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.07$1.50$1.44
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.16$4.17$1.42$1.12$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.28$3.86$1.40$11.1$9.75
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.73$13.7$14.0$2.18$11.9
2018Detailed filing. Detailed filing data is available for this year.$6.52$4.65$1.87$2.66$2.61$0.06
2017Detailed filing. Detailed filing data is available for this year.$6.55$4.73$1.82$2.70$2.51$0.19
2016Detailed filing. Detailed filing data is available for this year.$6.43$4.81$1.63$2.68$2.56$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.80$5.29$1.51$2.59$2.57$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.91$5.43$1.49$2.53$2.63$0.11
2013Detailed filing. Detailed filing data is available for this year.$7.01$5.41$1.59$2.55$2.57$0.02
2012Summary only. Only limited summary data is available for this year.$7.16$5.55$1.61$2.53$2.68$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$5.58$1.76$2.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.53$5.67$1.85$2.49