Civic Intelligence

Willamette Lutheran Homes Inc.

990 • Fiscal year 2019 • EIN 93-0501838

Apr 01, 2018 to Mar 31, 2019 • Filed on Jul 24, 2019

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

81st percentile

0.49x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.43x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

26th percentile

-5.4%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$135,816

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-2.2%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,839,398

Up $416,152 (+17%) from 2018

Net Assets

Down

$1,435,087

Down $176,037 (-11%) from 2018

Liabilities

Up

$1,404,311

Up $592,189 (+73%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin26th percentile

Revenue

Down

$3,242,956

Down $73,018 (-2.2%) from 2018

Expenses

Up

$3,418,993

Up $117,447 (+3.6%) from 2018

Net Income

Down

-$176,037

Down $190,465 (-1320%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$2,839,398
Liabilities$1,404,311
Net Assets$1,435,087
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$3,242,956
Expenses$3,418,993
Net Income-$176,037
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jul 24, 2019
Return Version
2018v3.1
Gross Receipts
$3,242,956
Mission and Program Overview

Mission

Housing and care for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,844,425$2,349,230▲ $504,805
Savings and Temporary Cash Investments$453,035$345,008▼ $108,027
Prepaid Expenses and Deferred Charges$83,112$77,058▼ $6,054
Cash and Non-Interest-Bearing Accounts$21,838$37,592▲ $15,754
Inventories for Sale or Use$17,032$17,032→ $0
Accounts Receivable$3,804$13,478▲ $9,674
Total Assets$2,423,246$2,839,398▲ $416,152
Liabilities
Deferred Revenue$600,929$1,172,452▲ $571,523
Accounts Payable and Accrued Expenses$211,193$231,859▲ $20,666
Total Liabilities$812,122$1,404,311▲ $592,189
Net Assets / Fund Balance
Unrestricted Net Assets$1,611,124$1,435,087▼ $176,037
Total Net Assets Fund Balance$1,611,124$1,435,087▼ $176,037
Total Liabilities and Net Assets / Fund Balance$2,423,246$2,839,398▲ $416,152

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$501,081$2,684,042$3,185,123
Leasehold Improvements$1,448,737$1,435,953$2,884,690
Equipment$322,510$1,717,755$2,040,265
Land$76,902-$76,902
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseTotal
Raeann McdonaldAdministrato$135,816$135,816

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
$111,546
Program Service Revenue
$3,122,862
Investment Income
$8,548
Other Revenue
$0
All Other Contributions
$11,637
Change in Net Assets
$-176,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,294,418
Other Expenses$1,124,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,455,296$442,585-$1,897,881
All Other Expenses$264,704$37,583-$302,287
Other Employee Benefits$136,749$41,316-$178,065
Payroll Taxes$128,490$39,076-$167,566
Depreciation Depletion$135,713--$135,713
Other Expenses$104,320$5,094-$109,414
Pension Plan Contributions$39,035$11,871-$50,906
Fees for Services Accounting$8,942$8,942-$17,884
Fees for Services Other$4,608--$4,608
Travel$966--$966
Total Functional Expenses$2,832,526$586,467$0$3,418,993
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$3,500
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
2019-07-24

Organization Details

Principal Officer
Chris Veit
Formed
1963
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
122
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 477 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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01717755
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PARTNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ACCOUNTING SERVICES
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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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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,839,398
Liabilities
$1,404,311
Net assets
$1,435,087
Revenue
$3,242,956
Expenses
$3,418,993
Net income
-$176,037
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