Civic Intelligence

Willamette Lutheran Homes Inc.

990 • Fiscal year 2015 • EIN 93-0501838

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 20, 2015

Organization ProfileWWW.WILLAMETTELUTHERAN.COM

View Organization Page

7693 Wheatland Rd NKeizer, OR 97303-3456

(503) 393-1491

Siviq Scores

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

Liabilities / Assets

59th percentile

0.18x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.11x

Higher debt load relative to revenue than 50% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

75th percentile

$115,023

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

24th percentile

-4.6%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

0.3%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,917,639

Down $93,214 (-4.6%) from 2014

Net Assets

Up

$1,579,802

Up $60,561 (+4.0%) from 2014

Liabilities

Down

$337,837

Down $153,775 (-31%) from 2014

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin47th percentile

Revenue

Up

$3,210,350

Up $9,082 (+0.3%) from 2014

Expenses

Up

$3,149,789

Up $33,495 (+1.1%) from 2014

Net Income

Down

$60,561

Down $24,413 (-29%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,196,074Liabilities 2012: $630,923Net Assets 2012: $1,565,1512012Assets 2013: $1,944,764Liabilities 2013: $510,497Net Assets 2013: $1,434,2672013Assets 2014: $2,010,853Liabilities 2014: $491,612Net Assets 2014: $1,519,2412014Assets 2015: $1,917,639Liabilities 2015: $337,837Net Assets 2015: $1,579,8022015Assets 2016: $1,854,040Liabilities 2016: $267,507Net Assets 2016: $1,586,5332016Assets 2017: $1,835,072Liabilities 2017: $238,376Net Assets 2017: $1,596,6962017Assets 2018: $2,423,246Liabilities 2018: $812,122Net Assets 2018: $1,611,1242018Assets 2019: $2,839,398Liabilities 2019: $1,404,311Net Assets 2019: $1,435,0872019Assets 2020: $2,932,767Liabilities 2020: $1,418,498Net Assets 2020: $1,514,2692020Assets 2021: $2,772,802Liabilities 2021: $1,404,538Net Assets 2021: $1,368,2642021Assets 2022: $2,727,151Liabilities 2022: $1,385,097Net Assets 2022: $1,342,0542022Assets 2023: $2,523,786Liabilities 2023: $1,309,034Net Assets 2023: $1,214,7522023Assets 2024: $2,349,869Liabilities 2024: $1,282,539Net Assets 2024: $1,067,3302024Assets 2025: $2,375,991Liabilities 2025: $1,217,913Net Assets 2025: $1,158,0782025

Highlighted filing

2015

Assets$1,917,639
Liabilities$337,837
Net Assets$1,579,802
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $3,036,016Expenses 2012: $3,169,233Net Income 2012: -$133,2172012Revenue 2013: $3,002,531Expenses 2013: $3,133,415Net Income 2013: -$130,8842013Revenue 2014: $3,201,268Expenses 2014: $3,116,294Net Income 2014: $84,9742014Revenue 2015: $3,210,350Expenses 2015: $3,149,789Net Income 2015: $60,5612015Revenue 2016: $3,147,176Expenses 2016: $3,140,445Net Income 2016: $6,7312016Revenue 2017: $3,218,080Expenses 2017: $3,207,917Net Income 2017: $10,1632017Revenue 2018: $3,315,974Expenses 2018: $3,301,546Net Income 2018: $14,4282018Revenue 2019: $3,242,956Expenses 2019: $3,418,993Net Income 2019: -$176,0372019Revenue 2020: $3,580,381Expenses 2020: $3,501,199Net Income 2020: $79,1822020Revenue 2021: $3,361,359Expenses 2021: $3,507,364Net Income 2021: -$146,0052021Revenue 2022: $3,578,134Expenses 2022: $3,604,344Net Income 2022: -$26,2102022Revenue 2023: $3,247,131Expenses 2023: $3,374,433Net Income 2023: -$127,3022023Revenue 2024: $2,766,916Expenses 2024: $2,914,338Net Income 2024: -$147,4222024Revenue 2025: $3,122,462Expenses 2025: $3,031,714Net Income 2025: $90,7482025

Highlighted filing

2015

Revenue$3,210,350
Expenses$3,149,789
Net Income$60,561
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 20, 2015
Return Version
2014v5.0
Gross Receipts
$3,210,350
Mission and Program Overview

Mission

Housing and care for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,583,796$1,457,172▼ $126,624
Savings and Temporary Cash Investments$298,286$286,578▼ $11,708
Prepaid Expenses and Deferred Charges$82,762$78,646▼ $4,116
Accounts Receivable$13,391$69,269▲ $55,878
Inventories for Sale or Use$14,244$14,244→ $0
Cash and Non-Interest-Bearing Accounts$18,374$11,730▼ $6,644
Total Assets$2,010,853$1,917,639▼ $93,214
Liabilities
Accounts Payable and Accrued Expenses$279,145$211,522▼ $67,623
Mortgage Notes Payable Secured by Investment Property$212,467$126,315▼ $86,152
Total Liabilities$491,612$337,837▼ $153,775
Net Assets / Fund Balance
Unrestricted Net Assets$1,519,241$1,579,802▲ $60,561
Total Net Assets Fund Balance$1,519,241$1,579,802▲ $60,561
Total Liabilities and Net Assets / Fund Balance$2,010,853$1,917,639▼ $93,214

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$476,627$2,708,495$3,185,122
Equipment$543,072$1,366,797$1,909,869
Leasehold Improvements$360,571$1,311,431$1,672,002
Land$76,902-$76,902
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleBaseTotal
Raeann McdonaldAdministrato$115,023$115,023

Board Members and Trustees

NameTitle
Chris VeitPresident
Denise TarayDirector
Deryl NielsenDirector
Joel MathiasDirector
John AndersonDirector
John GreweDirector
Larry GeorgeDirector
Larry KribsDirector
Wayne TonackDirector
Nadine HeidelbergSecretary
Scott KatterTreasurer
Judy RuscoeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$70,622
Program Service Revenue
$3,132,583
Investment Income
$7,145
Other Revenue
$0
All Other Contributions
$12,774
Change in Net Assets
$60,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,050,120
Other Expenses$1,099,669
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,339,879$297,747-$1,637,626
All Other Expenses$268,221--$268,221
Other Employee Benefits$215,107--$215,107
Payroll Taxes$159,690--$159,690
Depreciation Depletion$147,448--$147,448
Other Expenses$80,276--$80,276
Pension Plan Contributions$37,697--$37,697
Fees for Services Accounting$13,806--$13,806
Interest$13,310--$13,310
Travel$917--$917
Total Functional Expenses$2,852,042$297,747$0$3,149,789
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Davis Katter Barrett LlpPartnerAccounting ServicesNo$3,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“All exempt status documents, policies and the required organizational filings are available for general public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Willamette Lutheran Homes Inc
EIN
93-0501838
Phone
5033931491
Address
7693 WHEATLAND RD N, KEIZER, OR 97303-3456

Signing Officer

Name
Raeann Mcdonald
Title
Executive Director
Phone
5033931491
Signed
2015-07-20

Organization Details

Principal Officer
Christopher K Veit
Formed
1963
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
115
Volunteers
5

Preparer

Firm
Davis Katter & Barrett Llp
Address
PO BOX 926, SALEM, OR 97308
Preparer
Scott a Katter
Phone
5035859045
Supplemental Narrative

Additional Explanations

Form 990

“All information necessary to complete the organizations annual filing requirements and compiled financial statements are received from the organizations administrator and financial director. All inquiry resolution and supporting data and information are received from them. The administrator receives the compiled annual filings, approves them and signs them. The board of directors receive copies of the information during board meetings. All financial operations are budgeted for on a monthly/annual basis and the budget/actual results are reviewed with the appropriate department heads on a monthly basis. The board of directors and administration provide the oversight responsibility for the organizations financial reporting.”

Form 990, Page 1, Part I, Line 6

“Approximately 5 volunteers are utilized for various support activities in caring for the elderly tenants of the organization. These part time volunteers are used throughout the year at various times and do not receive compensation or benefits from the organization.”

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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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01366797
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt076902
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01311431
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01672002
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01457172
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DAVIS KATTER BARRETT LLP
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL INFORMATION NECESSARY TO COMPLETE THE ORGANIZATIONS ANNUAL FILING REQUIREMENTS AND COMPILED FINANCIAL STATEMENTS ARE RECEIVED FROM THE ORGANIZATIONS ADMINISTRATOR AND FINANCIAL DIRECTOR. ALL INQUIRY RESOLUTION AND SUPPORTING DATA AND INFORMATION ARE RECEIVED FROM THEM. THE ADMINISTRATOR RECEIVES THE COMPILED ANNUAL FILINGS, APPROVES THEM AND SIGNS THEM. THE BOARD OF DIRECTORS RECEIVE COPIES OF THE INFORMATION DURING BOARD MEETINGS. ALL FINANCIAL OPERATIONS ARE BUDGETED FOR ON A MONTHLY/ANNUAL BASIS AND THE BUDGET/ACTUAL RESULTS ARE REVIEWED WITH THE APPROPRIATE DEPARTMENT HEADS ON A MONTHLY BASIS. THE BOARD OF DIRECTORS AND ADMINISTRATION PROVIDE THE OVERSIGHT RESPONSIBILITY FOR THE ORGANIZATIONS FINANCIAL REPORTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1APPROXIMATELY 5 VOLUNTEERS ARE UTILIZED FOR VARIOUS SUPPORT ACTIVITIES IN CARING FOR THE ELDERLY TENANTS OF THE ORGANIZATION. THESE PART TIME VOLUNTEERS ARE USED THROUGHOUT THE YEAR AT VARIOUS TIMES AND DO NOT RECEIVE COMPENSATION OR BENEFITS FROM THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL EXEMPT STATUS DOCUMENTS, POLICIES AND THE REQUIRED ORGANIZATIONAL FILINGS ARE AVAILABLE FOR GENERAL PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,917,639
Liabilities
$337,837
Net assets
$1,579,802
Revenue
$3,210,350
Expenses
$3,149,789
Net income
$60,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.38$1.22$1.16$3.12$3.03$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.35$1.28$1.07$2.77$2.91$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.52$1.31$1.21$3.25$3.37$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.73$1.39$1.34$3.58$3.60$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.77$1.40$1.37$3.36$3.51$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.93$1.42$1.51$3.58$3.50$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.84$1.40$1.44$3.24$3.42$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.81$1.61$3.32$3.30$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.24$1.60$3.22$3.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.27$1.59$3.15$3.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.34$1.58$3.21$3.15$0.06
2014Summary only. Only limited summary data is available for this year.$2.01$0.49$1.52$3.20$3.12$0.08
2013Summary only. Only limited summary data is available for this year.$1.94$0.51$1.43$3.00$3.13$0.13
2012Summary only. Only limited summary data is available for this year.$2.20$0.63$1.57$3.04$3.17$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits