Lutheran Housing Services No 12 Incorporated: Nonprofit Profile, Financials & Form 990 (EIN 31-1515034)

Revenue by fiscal year
FY2020	$144K
FY2021	$139K
FY2022	$152K
FY2023	$149K
FY2024	$156K

Expenses by fiscal year
FY2020	$181K
FY2021	$162K
FY2022	$174K
FY2023	$193K
FY2024	$205K

Net assets by fiscal year
FY2020	$1.0M
FY2021	$989K
FY2022	$968K
FY2023	$924K
FY2024	$874K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

75%

25%

Program services 75% · $155K Management & general 25% · $50K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation

William R Marshall

President/Ce

$0Pt VII · Sec A

Lorinda Schalk

Treasurer/Cf

$0Pt VII · Sec A

Amanda Schroeder

Vp-Home & Co

$0Pt VII · Sec A

Steve Bauerle

Director

$0Pt VII · Sec A

Stephen Bowe

Director

$0Pt VII · Sec A

Maria Cook

Director

$0Pt VII · Sec A

Jeff Dempsey

Director

$0Pt VII · Sec A

Ann Marshall

Director

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers housing for low-income elderly and disabled individuals.

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Provided by the organization

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1 program · $155K · in their own filed words · FY2024

01

14 units of rental housing for low income elderly under hud section 202 & section 8 per our mission statement as follows: inspired by the christian faith, we embrace individuals and families with compassionate care and services throughout life's journey.

$155Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2023

Lutheran Homes Society INCFY2023$25K

Total grants receivedfrom 1 funder$25K

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$156K

Ln 12

Fees for servicesLn 2g$156K

Gifts and grantsLn 1h$266

Investment incomeLn 3$8

Money outPt IX

$205K

Ln 25

Programscol B$155K

Managementcol C$50K

Owns and owesPt X

$874K

net assets · Ln 32

Cash and savingsLn 1–2$10K

Total assetsLn 16$971K

LiabilitiesLn 26$97K

PeoplePt VI, VII

14

listed · VII A

PaidVII A0

Voting boardVI 1a11

IndependentVI 1b11

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$266

Fees for servicesLn 2g$156K

Investment incomeLn 3$8

Gains on assetsLn 7−$527

Total revenueLn 12$156K

Assets in detailPt X, end of year

CashLn 1$10K

Cash and savings togetherLn 1–2$10K

Land, buildings, equipmentLn 10c$800K

Other assetsLn 15$159K

Total assetsLn 16$971K

LiabilitiesLn 26$97K

Net assetsLn 32$874K

OperationsPt I, VI

EmployeesI 50

VolunteersI 622

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$13K	$10K
Land, buildings, equipmentLn 10c	$824K	$800K
Total assetsLn 16	$1.0M	$971K
LiabilitiesLn 26	$77K	$97K
Net assetsLn 32	$924K	$874K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Legal feesLn 11b	$200		$200
Accounting feesLn 11c	$10K		$10K
Other fees for servicesLn 11g	$29K	$24K	$5K
Office expensesLn 13	$13K		$13K
Information technologyLn 14	$4K		$4K
OccupancyLn 16	$41K	$41K
TravelLn 17	$152		$152
Conferences, conventions and meetingsLn 19	$158		$158
Depreciation, depletion and amortizationLn 22	$43K	$43K
InsuranceLn 23	$3K		$3K
Other expenses (24a–d)Ln 24	$60K	$46K	$14K
All other expensesLn 24e	$1K		$1K
Total functional expensesLn 25	$205K	$155K	$50K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$156K	$205K	−$49K	$874K	990 PDF
FY2023	$149K	$193K	−$44K	$924K	990 PDF
FY2022	$152K	$174K	−$21K	$968K	990 PDF
FY2021	$139K	$162K	−$23K	$989K	990 PDF
FY2020	$144K	$181K	−$37K	$1.0M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $155,726 revenue, 12 lines filed

I-8 Contributions and grants$266

I-9 Program service revenuePrior year $149,302$155,909

I-10 Investment incomePrior year $8−$519

I-11 Other revenue$70

I-12 Total revenuePrior year $149,310$155,726

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $193,452$205,044

I-18 Total expensesPrior year $193,452$205,044

I-19 Revenue less expensesPrior year −$44,142−$49,318

Part VI · Governance 11 of 11 board members independent, no flags

VI-1a Voting members of the governing body11

VI-1b Independent voting members11

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $155,726 across 7 lines filed

VIII-1d Related organizations$266

VIII-1h Total contributions, gifts and grants$266

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $155,909$155,909

VIII-3 Investment incomeExcluded from tax $8$8

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$527−$527

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $70$70

VIII-12 Total revenueRelated to mission $155,979 · Excluded from tax −$519$155,726

Part IX · Statement of functional expenses $205,044 across 12 lines filed

IX-11b Legal feesManagement $200$200

IX-11c Accounting feesManagement $9,592$9,592

IX-11g Other fees for servicesPrograms $24,406 · Management $4,959$29,365

IX-13 Office expensesManagement $12,651$12,651

IX-14 Information technologyManagement $3,835$3,835

IX-16 OccupancyPrograms $41,067$41,067

IX-17 TravelManagement $152$152

IX-19 Conferences, conventions and meetingsManagement $158$158

IX-22 Depreciation, depletion and amortizationPrograms $43,125$43,125

IX-23 InsuranceManagement $3,195$3,195

IX-24 Other expenses (24a–d)Programs $46,195 · Management $14,246$60,441

IX-24e All other expensesManagement $1,263$1,263

IX-25 Total functional expensesPrograms $154,793 · Management $50,251 · Fundraising $0$205,044

Part X · Balance sheet $971,319 assets, 13 lines filed

X-1 Cash, non-interest-bearingStart of year $13,416$9,879

X-4 Accounts receivableStart of year $104$108

X-8 Inventories for sale or useStart of year $291$263

X-9 Prepaid expenses and deferred chargesStart of year $1,102$1,566

X-10c Land, buildings and equipment, netStart of year $824,341$800,199

X-15 Other assetsStart of year $161,025$159,304

X-16 Total assetsStart of year $1,000,279$971,319

X-17 Accounts payable and accrued expensesStart of year $14,077$13,330

X-25 Other liabilitiesStart of year $62,497$83,868

X-26 Total liabilitiesStart of year $76,574$97,198

X-27 Net assets without donor restrictionsStart of year $923,705$874,121

X-32 Total net assets or fund balancesStart of year $923,705$874,121

X-33 Total liabilities and net assetsStart of year $1,000,279$971,319

Part XI · Reconciliation of net assets $874,121 net assets at year end

XI-1 Total revenue$155,726

XI-2 Total expenses$205,044

XI-3 Revenue less expenses−$49,318

XI-4 Net assets at start of year$923,705

XI-9 Other changes in net assets−$266

XI-10 Net assets at end of year$874,121

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Lutheran Housing Services No 12 Incorporated

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Lutheran Housing Services No 12 Incorporated

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV