Civic Intelligence

Lutheran Home for the Aging of Humboldt County Ca Inc

990 • Fiscal year 2014 • EIN 94-1687154

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization ProfileN/A
2130 Smith LaneFortuna, CA 95540

(707) 725-5923

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

35th percentile

0.05x

Higher debt load relative to revenue than 35% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,062,143

Up $16,736 (+0.8%) from 2013

Net Assets

Up

$2,056,029

Up $53,199 (+2.7%) from 2013

Liabilities

Down

$6,114

Down $36,463 (-86%) from 2013

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin90th percentile

Revenue

Up

$118,856

Up $16,200 (+16%) from 2013

Expenses

Down

$65,997

Down $59,652 (-47%) from 2013

Net Income

Up

$52,859

Up $75,852 (+330%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,301,182Liabilities 2011: $255,314Net Assets 2011: $2,045,8682011Assets 2012: $2,074,293Liabilities 2012: $9,140Net Assets 2012: $2,065,1532012Assets 2013: $2,045,407Liabilities 2013: $42,577Net Assets 2013: $2,002,8302013Assets 2014: $2,062,143Liabilities 2014: $6,114Net Assets 2014: $2,056,0292014Assets 2015: $2,053,521Liabilities 2015: $4,367Net Assets 2015: $2,049,1542015Assets 2016: $2,138,073Liabilities 2016: $7,754Net Assets 2016: $2,130,3192016Assets 2017: $2,205,874Liabilities 2017: $7,561Net Assets 2017: $2,198,3132017Assets 2018: $2,181,525Liabilities 2018: $6,120Net Assets 2018: $2,175,4052018Assets 2019: $2,161,975Liabilities 2019: $7,784Net Assets 2019: $2,154,1912019Assets 2020: $2,253,548Liabilities 2020: $8,452Net Assets 2020: $2,245,0962020Assets 2021: $2,273,938Liabilities 2021: $11,178Net Assets 2021: $2,262,7602021Assets 2022: $2,111,303Liabilities 2022: $6,899Net Assets 2022: $2,104,4042022Assets 2023: $3,135,270Liabilities 2023: $1,003,072Net Assets 2023: $2,132,1982023Assets 2024: $3,084,916Liabilities 2024: $1,014,017Net Assets 2024: $2,070,8992024

Highlighted filing

2014

Assets$2,062,143
Liabilities$6,114
Net Assets$2,056,029
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$400K$200K$0-$200KRevenue 2011: $51,028Expenses 2011: $65,904Net Income 2011: -$14,8762011Revenue 2012: $89,700Expenses 2012: $113,597Net Income 2012: -$23,8972012Revenue 2013: $102,656Expenses 2013: $125,649Net Income 2013: -$22,9932013Revenue 2014: $118,856Expenses 2014: $65,997Net Income 2014: $52,8592014Revenue 2015: $119,075Expenses 2015: $71,833Net Income 2015: $47,2422015Revenue 2016: $117,724Expenses 2016: $73,390Net Income 2016: $44,3342016Revenue 2017: $149,423Expenses 2017: $101,034Net Income 2017: $48,3892017Revenue 2018: $148,074Expenses 2018: $107,839Net Income 2018: $40,2352018Revenue 2019: $29,538Expenses 2019: $110,287Net Income 2019: -$80,7492019Revenue 2020: $182,215Expenses 2020: $103,328Net Income 2020: $78,8872020Revenue 2021: $143,877Expenses 2021: $104,752Net Income 2021: $39,1252021Revenue 2022: $367,309Expenses 2022: $128,081Net Income 2022: $239,2282022Revenue 2023: $170,814Expenses 2023: $161,599Net Income 2023: $9,2152023Revenue 2024: $69,457Expenses 2024: $129,781Net Income 2024: -$60,3242024

Highlighted filing

2014

Revenue$118,856
Expenses$65,997
Net Income$52,859
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Gross Receipts
$129,047
Mission and Program Overview

Mission

Administration of low-income senior citizen and handicapped subsidized housing projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,592,227$1,651,690▲ $59,463
Land, Buildings, and Equipment, Net$305,529$299,337▼ $6,192
Savings and Temporary Cash Investments$69,474$88,263▲ $18,789
Accounts Receivable$66,817$20,888▼ $45,929
Other Notes and Loans Receivable, Net$10,625$0▼ $10,625
Prepaid Expenses and Deferred Charges$735$1,965▲ $1,230
Cash and Non-Interest-Bearing Accounts-$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$2,045,407$2,062,143▲ $16,736
Other Assets Total-$0-
Liabilities
Other Liabilities$4,896$5,741▲ $845
Accounts Payable and Accrued Expenses$37,681$373▼ $37,308
Total Liabilities$42,577$6,114▼ $36,463
Net Assets / Fund Balance
Unrestricted Net Assets$2,002,830$2,056,029▲ $53,199
Total Net Assets Fund Balance$2,002,830$2,056,029▲ $53,199
Total Liabilities and Net Assets / Fund Balance$2,045,407$2,062,143▲ $16,736

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$298,715$39,020$337,735
Equipment$622$3,667$4,289
Other Land Buildings-$541$541
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Gary MarkegardPresident
Ray WilcoxVice President
Dena LawrenceBoard Member
Larry DossBoard Member
Mary Ann BansenBoard Member
Adair PaulDirector
Pamela GoodwinDirector
Steve FinchDirector
Verne SkjonsbyDirector
Paul DemantSecretary
Duane RiggeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$59,124
Other Revenue
$59,732
Change in Net Assets
$52,859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$49,555
Other Expenses$16,442
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$49,555-$49,555
Insurance-$5,765-$5,765
Fees for Services Accounting-$3,534-$3,534
Office Expenses-$943-$943
Conferences and Meetings-$882-$882
Other Expenses-$764-$764
Advertising-$655-$655
All Other Expenses-$472-$472
Depreciation Depletion-$189-$189
Total Functional Expenses$0$65,997$0$65,997
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll and W/h Taxes Payable$3,741
Tenant Deposit$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Draft version of Form 990 and related filings was reviewed by Board prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Lutheran Home for the Aging
EIN
94-1687154
Phone
7077255923
Address
2130 SMITH LANE, FORTUNA, CA 95540

Signing Officer

Name
Gary Markegard
Title
President
Signed
2015-04-24
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
4

Preparer

Firm
AndersonLucasSomervilleEtal
Address
1338 Main Street, Fortuna, CA 95540
Preparer
Keith D Borges
Phone
7077254442
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized gains on investments = $340”

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IRS990/OtherExpensesGrp/Desc0GIFTS
IRS990/OtherExpensesGrp/Desc1Membership Dues
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3WORKERS COMP INSURANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01345
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1993
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2900
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3764
IRS990/OtherExpensesGrp/TotalAmt01345
IRS990/OtherExpensesGrp/TotalAmt1993
IRS990/OtherExpensesGrp/TotalAmt2900
IRS990/OtherExpensesGrp/TotalAmt3764
IRS990/OtherLiabilitiesGrp/BOYAmt04896
IRS990/OtherLiabilitiesGrp/EOYAmt05741
IRS990/OtherRevenueMiscGrp/Desc0Bookkeeping
IRS990/OtherRevenueMiscGrp/Desc1Management Fees
IRS990/OtherRevenueMiscGrp/Desc2Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03306
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt150968
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt249
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03306
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt150968
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt249
IRS990/OtherRevenueTotalAmt054323
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049555
IRS990/OtherSalariesAndWagesGrp/TotalAmt049555
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010625
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0735
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01965
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt048192
IRS990/PYInvestmentIncomeAmt045855
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt027040
IRS990/PYOtherRevenueAmt056801
IRS990/PYRevenuesLessExpensesAmt0-22993
IRS990/PYSalariesCompEmpBnftPaidAmt050417
IRS990/PYTotalExpensesAmt0125649
IRS990/PYTotalRevenueAmt0102656
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt052859
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt05409
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt069474
IRS990/SavingsAndTempCashInvstGrp/EOYAmt088263
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0298715
IRS990ScheduleD/BuildingsGrp/DepreciationAmt039020
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0337735
IRS990ScheduleD/EquipmentGrp/BookValueAmt0622
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03667
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04289
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0541
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0541
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03741
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL AND W/H TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Tenant Deposit
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0299337
IRS990ScheduleD/TotalLiabilityAmt05741
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Draft version of Form 990 and related filings was reviewed by Board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized gains on investments = $340
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MOUNTAIN VIEW VILLAGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NEWBURG RETIREMENT CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942725200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1942905524
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02130 SMITH LANE APT 24
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12130 SMITH LANE APT 24
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FORTUNA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FORTUNA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095540
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195540
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,062,143
Liabilities
$6,114
Net assets
$2,056,029
Revenue
$118,856
Expenses
$65,997
Net income
$52,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.08$1.01$2.07$0.07$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.14$1.00$2.13$0.17$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.01$2.10$0.37$0.13$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.01$2.26$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.01$2.25$0.18$0.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.01$2.15$0.03$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.18$0.15$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.01$2.20$0.15$0.10$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.01$2.13$0.12$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.12$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.01$2.06$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.04$2.00$0.10$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$2.07$0.01$2.07$0.09$0.11$0.02
2011Summary only. Only limited summary data is available for this year.$2.30$0.26$2.05$0.05$0.07$0.01