Civic Intelligence

Willamette Lutheran Homes Inc.

990 • Fiscal year 2017 • EIN 93-0501838

Apr 01, 2016 to Mar 31, 2017 • Filed on Jun 06, 2017

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

55th percentile

0.13x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

77th percentile

$121,702

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.0%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

2.3%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,835,072

Down $18,968 (-1.0%) from 2016

Net Assets

Up

$1,596,696

Up $10,163 (+0.6%) from 2016

Liabilities

Down

$238,376

Down $29,131 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin41st percentile

Revenue

Up

$3,218,080

Up $70,904 (+2.3%) from 2016

Expenses

Up

$3,207,917

Up $67,472 (+2.1%) from 2016

Net Income

Up

$10,163

Up $3,432 (+51%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$1,835,072
Liabilities$238,376
Net Assets$1,596,696
Open 2017 Filing

Operations Trend

Revenue Growth44th 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

2017

Revenue$3,218,080
Expenses$3,207,917
Net Income$10,163
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jun 6, 2017
Return Version
2016v3.0
Gross Receipts
$3,218,080
Mission and Program Overview

Mission

Housing and care for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,360,340$1,334,035▼ $26,305
Savings and Temporary Cash Investments$350,111$355,505▲ $5,394
Prepaid Expenses and Deferred Charges$79,976$84,584▲ $4,608
Accounts Receivable$29,391$25,060▼ $4,331
Cash and Non-Interest-Bearing Accounts$17,190$18,856▲ $1,666
Inventories for Sale or Use$17,032$17,032→ $0
Total Assets$1,854,040$1,835,072▼ $18,968
Liabilities
Accounts Payable and Accrued Expenses$219,462$213,797▼ $5,665
Mortgage Notes Payable Secured by Investment Property$33,013--
Deferred Revenue$15,032$24,579▲ $9,547
Total Liabilities$267,507$238,376▼ $29,131
Net Assets / Fund Balance
Unrestricted Net Assets$1,586,533$1,596,696▲ $10,163
Total Net Assets Fund Balance$1,586,533$1,596,696▲ $10,163
Total Liabilities and Net Assets / Fund Balance$1,854,040$1,835,072▼ $18,968

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$334,816$2,850,307$3,185,123
Equipment$562,367$1,359,709$1,922,076
Leasehold Improvements$359,950$1,370,223$1,730,173
Land$76,902-$76,902
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleBaseTotal
Raeann McdonaldAdministrato$121,702$121,702

Board Members and Trustees

NameTitle
Chris VeitPresident
Denise RuscoeDirector
Deryl NielsenDirector
Dudley NoltingDirector
John AndersonDirector
John GreweDirector
Kathy MearsDirector
Larry GeorgeDirector
Larry KribsDirector
Nadine HeidelbergSecretary
Scott KatterTreasurer
Judy RuscoeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$67,984
Program Service Revenue
$3,143,966
Investment Income
$6,130
Other Revenue
$0
All Other Contributions
$8,355
Change in Net Assets
$10,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,128,686
Other Expenses$1,079,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,419,096$311,450-$1,730,546
All Other Expenses$274,554--$274,554
Other Employee Benefits$201,981--$201,981
Payroll Taxes$158,684--$158,684
Depreciation Depletion$121,407--$121,407
Other Expenses$103,689--$103,689
Pension Plan Contributions$37,475--$37,475
Fees for Services Accounting$16,361--$16,361
Fees for Services Other$4,058--$4,058
Travel$1,350--$1,350
Interest$335--$335
Total Functional Expenses$2,896,467$311,450$0$3,207,917
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
Katter Barrett Patten LlpPartnerAccounting ServicesNo$3,100
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
Chris Veit
Title
President
Phone
5033931491
Signed
2017-06-06

Organization Details

Principal Officer
Chris Veit
Formed
1963
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
119
Volunteers
5

Preparer

Firm
Katter Barrett & Patten 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.”

Raw XML AppendixShowing 400 of 470 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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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03143966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03076116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03132583
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02953386
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015455574
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08052
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0438041
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0590241
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0649015
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0557784
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0438041
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0590241
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03193216
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02994490
IRS990ScheduleA/Total509Grp/TotalAmt015743030
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03147176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03210350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03201268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03002531
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015779405
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0334816
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02850307
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03185123
IRS990ScheduleD/EquipmentGrp/BookValueAmt0562367
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01359709
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01922076
IRS990ScheduleD/LandGrp/BookValueAmt076902
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt076902
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0359950
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01370223
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01730173
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01334035
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATTER BARRETT PATTEN LLP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PARTNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03100
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ACCOUNTING SERVICES
IRS990/ScheduleORequiredInd0false
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt059629
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WILLAMETTE LUTHERAN FOUNDATION
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,835,072
Liabilities
$238,376
Net assets
$1,596,696
Revenue
$3,218,080
Expenses
$3,207,917
Net income
$10,163
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