Civic Intelligence

Endowment Fund of Slvg Lutheran Home

EIN 77-0153001 • 501(c)3 • Solvang, CA

Profile

The specific purpose of this corporation is to procure, manage and invest donations to the endowment fund in order to extend financial assistance for the operatrion, maintenance,improvement and expansion of the solvang lutheran home, inc. For current residents, while preserving and growing the corpus to benefit both current and future residents.

636 Atterdag RdSolvang, CA 93463

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

5249%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,378,977

Up $673,877 (+6.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,378,977

Up $673,877 (+6.9%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin94th percentile

Revenue

Up

$988,183

Up $969,709 (+5249%) from 2023

Expenses

Up

$314,306

Up $147,539 (+88%) from 2023

Net Income

Up

$673,877

Up $822,170 (+554%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $4,052,945Liabilities 2011: $0Net Assets 2011: $4,052,9452011Assets 2012: $4,431,177Liabilities 2012: $0Net Assets 2012: $4,431,1772012Assets 2013: $4,844,822Liabilities 2013: $0Net Assets 2013: $4,844,8222013Assets 2014: $6,960,293Liabilities 2014: $3,589Net Assets 2014: $6,956,7042014Assets 2015: $6,808,270Liabilities 2015: $2Net Assets 2015: $6,808,2682015Assets 2016: $7,156,440Liabilities 2016: $0Net Assets 2016: $7,156,4402016Assets 2017: $7,902,370Liabilities 2017: $0Net Assets 2017: $7,902,3702017Assets 2018: $7,454,902Liabilities 2018: $0Net Assets 2018: $7,454,9022018Assets 2019: $8,591,743Liabilities 2019: $1Net Assets 2019: $8,591,7422019Assets 2020: $9,501,159Liabilities 2020: $0Net Assets 2020: $9,501,1592020Assets 2021: $10,233,227Liabilities 2021: $0Net Assets 2021: $10,233,2272021Assets 2022: $8,623,444Liabilities 2022: $0Net Assets 2022: $8,623,4442022Assets 2023: $9,705,100Liabilities 2023: $0Net Assets 2023: $9,705,1002023Assets 2024: $10,378,977Liabilities 2024: $0Net Assets 2024: $10,378,9772024

Highlighted filing

2024

Assets$10,378,977
Liabilities$0
Net Assets$10,378,977
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $187,392Expenses 2011: $94,452Net Income 2011: $92,9402011Revenue 2012: $453,207Expenses 2012: $74,975Net Income 2012: $378,2322012Revenue 2013: $512,807Expenses 2013: $99,162Net Income 2013: $413,6452013Revenue 2014: $2,205,834Expenses 2014: $93,948Net Income 2014: $2,111,8862014Revenue 2015: -$34,480Expenses 2015: $113,956Net Income 2015: -$148,4362015Revenue 2016: $491,639Expenses 2016: $143,467Net Income 2016: $348,1722016Revenue 2017: $343,186Expenses 2017: $179,861Net Income 2017: $163,3252017Revenue 2018: $293,289Expenses 2018: $191,998Net Income 2018: $101,2912018Revenue 2019: $1,340,506Expenses 2019: $207,971Net Income 2019: $1,132,5352019Revenue 2020: $1,096,293Expenses 2020: $182,571Net Income 2020: $913,7222020Revenue 2021: $901,581Expenses 2021: $169,513Net Income 2021: $732,0682021Revenue 2022: -$1,385,646Expenses 2022: $224,137Net Income 2022: -$1,609,7832022Revenue 2023: $18,474Expenses 2023: $166,767Net Income 2023: -$148,2932023Revenue 2024: $988,183Expenses 2024: $314,306Net Income 2024: $673,8772024

Highlighted filing

2024

Revenue$988,183
Expenses$314,306
Net Income$673,877
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,378,977
Liabilities
$0
Net assets
$10,378,977
Revenue
$988,183
Expenses
$314,306
Net income
$673,877
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.99$0.31$0.67
2023Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$0.02$0.17$0.15
2022Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$1.39$0.22$1.61
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.90$0.17$0.73
2020Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$1.10$0.18$0.91
2019Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$1.34$0.21$1.13
2018Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.29$0.19$0.10
2017Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.34$0.18$0.16
2016Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.49$0.14$0.35
2015Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.03$0.11$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$2.21$0.09$2.11
2013Summary only. Only limited summary data is available for this year.$4.84$0.00$4.84$0.51$0.10$0.41
2012Summary only. Only limited summary data is available for this year.$4.43$0.00$4.43$0.45$0.07$0.38
2011Summary only. Only limited summary data is available for this year.$4.05$0.00$4.05$0.19$0.09$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$988,183
Mission and Program Overview

Mission

The specific purpose of this corporation is to procure, manage and invest donations to the endowment fund in order to extend financial assistance for the operatrion, maintenance,improvement and expansion of the solvang lutheran home, inc. For current residents, while preserving and growing the corpus to benefit both current and future residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,152,358$9,597,211▲ $444,853
Savings and Temporary Cash Investments$256,742$483,004▲ $226,262
Land, Buildings, and Equipment, Net$296,000$296,000→ $0
Prepaid Expenses and Deferred Charges-$2,762-
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$9,705,100$10,378,977▲ $673,877
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,705,100$10,378,977▲ $673,877
Total Net Assets Fund Balance$9,705,100$10,378,977▲ $673,877
Total Liabilities and Net Assets / Fund Balance$9,705,100$10,378,977▲ $673,877

Asset Categories

AssetBook ValueDepreciationBasis
Land$296,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,623,444$5,800▲ $286,144-$8,915,388
2023$8,623,444$3,285▲ $238,688$-847,172$9,705,100
2022$10,233,227$3,841▲ $305,709$1,916,333$8,623,444
2021$9,501,159$1,747▲ $899,834$160,513$10,233,227
2020$8,591,742$11,570▲ $1,084,724$176,898$9,501,159
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Bill CironePresident
Mike SgobbaVice President
Janet OliveraDirector
Maria FazioDirector
Martha NedegaardDirector
Tom OlmsteadDirector
Barbara WaerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,800
Program Service Revenue
$0
Investment Income
$921,424
Other Revenue
$60,959
All Other Contributions
$5,800
Change in Net Assets
$673,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,306
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$223,958$11,787-$235,745
Fees for Services Accounting$10,355$545-$10,900
Insurance$6,372$335-$6,707
Office Expenses$1,767$93-$1,860
Other Expenses$56,024$25-$25
Total Functional Expenses$298,476$15,830$0$314,306
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
Yes
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
No
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, Section B, Line 11B

“Return is prepared by outside cpa firm and an endowment fund board member and reviewed by their quality control department”

Form 990, Part VI, Section B, Line 12C

“Governing board discusses and votes on any potential conflicts”

Form 990, Part VI, Section C, Line 19

“Disclosure is upon request”

Filing and Contact Details

Filer

Filer Name
Endowment Fund of Slvg Lutheran Home
EIN
77-0153001
Phone
8056883263
Address
636 ATTERDAG RD, SOLVANG, CA 93463

Signing Officer

Name
Janet Olivera
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Sorenson & Associates
Address
2027 Village Lane Ste 203, Solvang, CA 93463
Preparer
Kenneth D Sorenson CPA
Phone
8056881122
Supplemental Narrative

Financial Statement Notes

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

“The disposable income of the fund shall normally be used in the benevolent outreach programs of the atterdag village. Other projects may be designated by the board of directors from time to time”

Part X : FIN48 Footnote

“In 2009, the Home adopted the accounting for uncertainty in income taxes provisionscontained within accounting principles generally accepted in the United States ofAmerica (GAAP). This guidance requires the evaluation of tax positions taken orexpected to be taken in the course of preparing the Homes financial statements todetermine whether the tax positions are more likely than not of being sustained by theapplicable tax authority. Tax positions not deemed to meet the more likely than notthreshold would be recorded as a tax benefit or expense in the current year.Management evaluated the Homes tax positions as of December 31, 2024 andconcluded that the Home had taken no uncertain tax positions that require adjustmentto or disclosure in the financial statements to comply with the provisions of theguidance. However, the conclusions regarding accounting for uncertainty in incometaxes will be subject to review and may be adjusted as a later date based on factorsincluding, but not limited to, ongoing analysis of tax laws, regulations, andinterpretations thereof.The Homes informational returns are generally subject to examination for three yearsafter the later of the due date or date of filing. As a result, the Home is no longersubject to income tax examinations by tax authorities for years prior to 2012 for federalpurposes and for years prior to 2011 for California purposes”

Raw XML AppendixShowing 400 of 462 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.

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IRS990/MissionDesc0THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO PROCURE, MANAGE AND INVEST DONATIONS TO THE ENDOWMENT FUND IN ORDER TO EXTEND FINANCIAL ASSISTANCE FOR THE OPERATRION, MAINTENANCE,IMPROVEMENT AND EXPANSION OF THE SOLVANG LUTHERAN HOME, INC. FOR CURRENT RESIDENTS, WHILE PRESERVING AND GROWING THE CORPUS TO BENEFIT BOTH CURRENT AND FUTURE RESIDENTS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BOARD VOTES ON AND APPROVES ALL MATTERS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOLVANG LUTHERAN HOME INC
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE DISPOSABLE INCOME OF THE FUND SHALL NORMALLY BE USED IN THE BENEVOLENT OUTREACH PROGRAMS OF THE ATTERDAG VILLAGE. OTHER PROJECTS MAY BE DESIGNATED BY THE BOARD OF DIRECTORS FROM TIME TO TIME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1In 2009, the Home adopted the accounting for uncertainty in income taxes provisionscontained within accounting principles generally accepted in the United States ofAmerica (GAAP). This guidance requires the evaluation of tax positions taken orexpected to be taken in the course of preparing the Homes financial statements todetermine whether the tax positions are more likely than not of being sustained by theapplicable tax authority. Tax positions not deemed to meet the more likely than notthreshold would be recorded as a tax benefit or expense in the current year.Management evaluated the Homes tax positions as of December 31, 2024 andconcluded that the Home had taken no uncertain tax positions that require adjustmentto or disclosure in the financial statements to comply with the provisions of theguidance. However, the conclusions regarding accounting for uncertainty in incometaxes will be subject to review and may be adjusted as a later date based on factorsincluding, but not limited to, ongoing analysis of tax laws, regulations, andinterpretations thereof.The Homes informational returns are generally subject to examination for three yearsafter the later of the due date or date of filing. As a result, the Home is no longersubject to income tax examinations by tax authorities for years prior to 2012 for federalpurposes and for years prior to 2011 for California purposes
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS PREPARED BY OUTSIDE CPA FIRM AND AN ENDOWMENT FUND BOARD MEMBER AND REVIEWED BY THEIR QUALITY CONTROL DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING BOARD DISCUSSES AND VOTES ON ANY POTENTIAL CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCLOSURE IS UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CARE FOR THE ELDERLY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0636 ATTERDAG RD
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