Civic Intelligence

Lutheran Care for the Aging Care of Natalie Myers

990 • Fiscal year 2016 • EIN 94-1507096

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

Organization ProfileN/A
1031 Franklin StreetSan Francisco, CA 94109

(415) 441-7777

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

61st percentile

4.7%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Flat

$2,551,478

Flat from 2016

Net Assets

Flat

$2,551,478

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Flat

$577,033

Flat from 2016

Expenses

Flat

$406,067

Flat from 2016

Net Income

Flat

$170,966

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,954,651Liabilities 2011: $0Net Assets 2011: $1,954,6512011Assets 2012: $1,998,955Liabilities 2012: $0Net Assets 2012: $1,998,9552012Assets 2013: $2,029,572Liabilities 2013: $0Net Assets 2013: $2,029,5722013Assets 2014: $2,394,976Liabilities 2014: $0Net Assets 2014: $2,394,9762014Assets 2015: $2,436,502Liabilities 2015: $0Net Assets 2015: $2,436,5022015Assets 2016: $2,551,478Liabilities 2016: $0Net Assets 2016: $2,551,4782016Assets 2016: $2,551,478Liabilities 2016: $0Net Assets 2016: $2,551,4782016Assets 2017: $2,623,167Liabilities 2017: $0Net Assets 2017: $2,623,1672017Assets 2018: $2,229,422Liabilities 2018: $0Net Assets 2018: $2,229,4222018Assets 2019: $2,033,851Liabilities 2019: $0Net Assets 2019: $2,033,8512019Assets 2020: $1,742,682Liabilities 2020: $0Net Assets 2020: $1,742,6822020Assets 2021: $1,426,775Liabilities 2021: $0Net Assets 2021: $1,426,7752021Assets 2022: $930,886Liabilities 2022: $0Net Assets 2022: $930,8862022Assets 2023: $633,317Liabilities 2023: $0Net Assets 2023: $633,3172023Assets 2024: $673,008Liabilities 2024: $522,529Net Assets 2024: $150,4792024

Highlighted filing

2016

Assets$2,551,478
Liabilities$0
Net Assets$2,551,478
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $410,103Expenses 2011: $469,316Net Income 2011: -$59,2132011Revenue 2012: $459,578Expenses 2012: $415,274Net Income 2012: $44,3042012Revenue 2013: $471,568Expenses 2013: $440,951Net Income 2013: $30,6172013Revenue 2014: $805,883Expenses 2014: $440,479Net Income 2014: $365,4042014Revenue 2015: $446,716Expenses 2015: $405,190Net Income 2015: $41,5262015Revenue 2016: $577,033Expenses 2016: $406,067Net Income 2016: $170,9662016Revenue 2016: $577,033Expenses 2016: $406,067Net Income 2016: $170,9662016Revenue 2017: $467,030Expenses 2017: $395,341Net Income 2017: $71,6892017Revenue 2018: $27,834Expenses 2018: $421,579Net Income 2018: -$393,7452018Revenue 2019: $33,036Expenses 2019: $480,956Net Income 2019: -$447,9202019Revenue 2020: $117,149Expenses 2020: $485,615Net Income 2020: -$368,4662020Revenue 2021: $262,319Expenses 2021: $578,226Net Income 2021: -$315,9072021Revenue 2022: $132,013Expenses 2022: $607,669Net Income 2022: -$475,6562022Revenue 2023: $257,906Expenses 2023: $555,475Net Income 2023: -$297,5692023Revenue 2024: $130,713Expenses 2024: $613,551Net Income 2024: -$482,8382024

Highlighted filing

2016

Revenue$577,033
Expenses$406,067
Net Income$170,966
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$577,033
Mission and Program Overview

Mission

To provide low income housing & support for elderly individuals along with other housing needs for the economically disadvantged.

To provide low income housing & support for elderly individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,436,502$2,551,478▲ $114,976
Investments Other Securities$2,283,533$2,395,648▲ $112,115
Cash and Non-Interest-Bearing Accounts$152,969$81,951▼ $71,018
Savings and Temporary Cash Investments-$73,879-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,436,502$2,551,478▲ $114,976
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,436,502$2,551,478▲ $114,976
Total Liabilities and Net Assets / Fund Balance$2,436,502$2,551,478▲ $114,976

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,661,756--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$197,353-▲ $18,592-$215,945
2015$254,431-▼ $7,078$50,000$197,353
2014$247,882-▲ $6,549-$254,431
2013$208,385-▲ $39,497-$247,882
2012$193,440-▲ $14,945-$208,385
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jeff BerryPresident
Wendy KinstlerVice President
James HenryAt Large
Ted ZimmermanAt Large
Vicky ProehlAt Large
Ed ProehlClient Services
Duane PellervoSecretary
Norm RueckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$356,372
Program Service Revenue
$0
Investment Income
$220,661
Other Revenue
$0
All Other Contributions
$26,372
Change in Net Assets
$170,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$364,761
Salaries, Compensation, and Employee Benefits$27,581
Other Expenses$13,725
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$364,761--$364,761
Other Salaries and Wages-$27,581-$27,581
Occupancy-$5,340-$5,340
Other Expenses-$183-$183
All Other Expenses-$17-$17
Total Functional Expenses$364,761$41,306$0$406,067
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Ed proehl and vicky proehl, a married couple, are both board members of lutheran care for the aging.”

Form 990, Part VI, Section A, Line 6

“Lutheran care for the aging is an integrated auxiliary of a church, as defined in code section 6033(a)(3). Approximately 51 member congregations control lutheran care for the aging.”

Form 990, Part VI, Section A, Line 7A

“The member lutheran congregations elect the board of directors and have the power to replace any board member by vote.”

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

“The treasurer emails a copy of the completed form to all other board members prior to its filing. No other board members perform a review of the return.”

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

“The secretary and treasurer require all board members to submit annual updates discolsing any potential conflicts of interest. All updates are reviewed to make sure compliance with the policy is maintained.”

Form 990, Part VI, Section C, Line 19

“This organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lutheran Care for the Aging
EIN
94-1507096
Phone
4154417777
Address
1031 FRANKLIN STREET, SAN FRANCISCO, CA 94109

Signing Officer

Name
Norman Ruecker
Title
Treasurer
Phone
9169293680
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Myers
Formed
1963
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
0

Preparer

Firm
Campbell Taylor & Company
Address
3741 DOUGLAS BLVD SUITE 350, ROSEVILLE, CA 95661
Preparer
Linda L House
Phone
9169293680
Supplemental Narrative

Financial Statement Notes

FORM 990, SCHEDULE D, PART V, LINE 4:

“To provide low income housing and support for elderly individuals.”

Raw XML AppendixShowing 400 of 406 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW INCOME HOUSING & SUPPORT FOR ELDERLY INDIVIDUALS.
IRS990/AllOtherContributionsAmt026372
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt017
IRS990/AllOtherExpensesGrp/TotalAmt017
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATALIE MYERS
IRS990/BooksInCareOfDetail/PhoneNum09169293680
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03741 DOUGLAS BLVD STE 350
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095661
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0152969
IRS990/CashNonInterestBearingGrp/EOYAmt081951
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0356372
IRS990/CYGrantsAndSimilarPaidAmt0364761
IRS990/CYInvestmentIncomeAmt0220661
IRS990/CYOtherExpensesAmt013725
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0170966
IRS990/CYSalariesCompEmpBnftPaidAmt027581
IRS990/CYTotalExpensesAmt0406067
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0577033
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0RENTAL PAYMENTS MADE DIRECTLY TO LANDLORDS ON BEHALF OF LOW INCOME ELDERLY INDIVIDUALS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0364761
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm1WENDY KINSTLER
IRS990/Form990PartVIISectionAGrp/PersonNm2ED PROEHL
IRS990/Form990PartVIISectionAGrp/PersonNm3NORM RUECKER
IRS990/Form990PartVIISectionAGrp/PersonNm4DUANE PELLERVO
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm6TED ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7VICKY PROEHL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CLIENT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0364761
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0364761
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0364761
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0577033
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0220661
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0220661
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02283533
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02395648
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW INCOME HOUSING & SUPPORT FOR ELDERLY INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02436502
IRS990/NetAssetsOrFundBalancesEOYAmt02551478
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-38763
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05340
IRS990/OccupancyGrp/TotalAmt05340
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2INSURANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03177
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12724
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22284
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3183
IRS990/OtherExpensesGrp/TotalAmt03177
IRS990/OtherExpensesGrp/TotalAmt12724
IRS990/OtherExpensesGrp/TotalAmt22284
IRS990/OtherExpensesGrp/TotalAmt3183
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027581
IRS990/OtherSalariesAndWagesGrp/TotalAmt027581
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NATALIE MYERS
IRS990/PriorPeriodAdjustmentsAmt0-17227
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0358203
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0354120
IRS990/PYInvestmentIncomeAmt085298
IRS990/PYOtherExpensesAmt023093
IRS990/PYOtherRevenueAmt03215
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt041526
IRS990/PYSalariesCompEmpBnftPaidAmt027977
IRS990/PYTotalExpensesAmt0405190
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0446716
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0170966
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0330000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02436502
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02551478
IRS990/SavingsAndTempCashInvstGrp/EOYAmt073879
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0197353
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0215945
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018592
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0254431
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0197353
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7078
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0247882
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0254431
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06549
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0208385
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0247882
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039497
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0193440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0208385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014945
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0733892
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11661756
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE LOW INCOME HOUSING AND SUPPORT FOR ELDERLY INDIVIDUALS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02395648
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0364761
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RENTAL PAYMENTS MADE DIRECTLY TO LANDLORDS ON BEHALF OF LOW INCOME ELDERLY INDIVIDUALS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0168
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0LUTHERAN CARE FOR THE AGING MAKES RENTAL PAYMENTS DIRECTLY TO LANDLORDS VIA CHECK ON BEHALF OF LOW INCOME ELDERLY INDIVIDUALS. RECIPIENTS NOTIFY LUTHERAN CARE FOR THE AGING SHOULD RENTAL PAYMENTS BE INCORRECTLY CREDITED TO THEIR ACCOUNT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART III, LINE 1
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ED PROEHL AND VICKY PROEHL, A MARRIED COUPLE, ARE BOTH BOARD MEMBERS OF LUTHERAN CARE FOR THE AGING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUTHERAN CARE FOR THE AGING IS AN INTEGRATED AUXILIARY OF A CHURCH, AS DEFINED IN CODE SECTION 6033(A)(3). APPROXIMATELY 51 MEMBER CONGREGATIONS CONTROL LUTHERAN CARE FOR THE AGING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBER LUTHERAN CONGREGATIONS ELECT THE BOARD OF DIRECTORS AND HAVE THE POWER TO REPLACE ANY BOARD MEMBER BY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER EMAILS A COPY OF THE COMPLETED FORM TO ALL OTHER BOARD MEMBERS PRIOR TO ITS FILING. NO OTHER BOARD MEMBERS PERFORM A REVIEW OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SECRETARY AND TREASURER REQUIRE ALL BOARD MEMBERS TO SUBMIT ANNUAL UPDATES DISCOLSING ANY POTENTIAL CONFLICTS OF INTEREST. ALL UPDATES ARE REVIEWED TO MAKE SURE COMPLIANCE WITH THE POLICY IS MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ELLA M ROHLFFS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237267719
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNDERWRITING LUTHERAN CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011A TYPE I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02438 LOON LAKE LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LINCOLN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095648
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0330000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ELLA M RHOLFFS FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02436502
IRS990/TotalAssetsEOYAmt02551478
IRS990/TotalAssetsGrp/BOYAmt02436502
IRS990/TotalAssetsGrp/EOYAmt02551478
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0356372
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041306
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0364761
IRS990/TotalFunctionalExpensesGrp/TotalAmt0406067
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02436502
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02551478
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0364761
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0220661
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0577033
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02436502
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02551478
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03741 DOUGLAS BLVD STE 350
IRS990/USAddress/CityNm0ROSEVILLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095661
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN RUECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09169293680
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTHERAN CARE FOR THE AGING
ReturnHeader/Filer/BusinessNameControlTxt0LUTH
ReturnHeader/Filer/EIN0941507096
ReturnHeader/Filer/PhoneNum04154417777
ReturnHeader/Filer/USAddress/AddressLine1Txt01031 FRANKLIN STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094109
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07304586BC6570E05071838B0BA9D5959592AB12B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07DDD4FE4ADA735E19A225EE11D91B856B164E894
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.21.154
ReturnHeader/FilingSecurityInformation/IPDt02017-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:27:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680251243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAMPBELL TAYLOR & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03741 DOUGLAS BLVD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09169293680

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,551,478
Liabilities
$0
Net assets
$2,551,478
Revenue
$577,033
Expenses
$406,067
Net income
$170,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.52$0.15$0.13$0.61$0.48
2023Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.26$0.56$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.13$0.61$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.26$0.58$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.12$0.49$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.03$0.48$0.45
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$0.03$0.42$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.47$0.40$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.58$0.41$0.17
2016Summary only. Only limited summary data is available for this year.$2.55$0.00$2.55$0.58$0.41$0.17
2015Summary only. Only limited summary data is available for this year.$2.44$0.00$2.44$0.45$0.41$0.04
2014Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$0.81$0.44$0.37
2013Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$0.47$0.44$0.03
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$2.00$0.46$0.42$0.04
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$1.95$0.41$0.47$0.06