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Lutherans INC for Elderly

Tax-deductible

Muskego, WI501(c)(3) EIN 39-1657635Revenue $808K in FY2025

On file with the IRSS69 W14142 Tess Corners Drive, 53150-3170 · Muskego, WITax-exempt since Mar 1994Publicly supported charity — 170(b)(1)(A)(vi)

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Retirement Living Provided for Residents 55 and older in a 52 Unit Christian Living Environment including heat, underground parking, security, educational meetings, craft room, woodworking shop, exercise room, chapel, beauty parlor and social activities

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $31K a year · 4% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 11.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$3.8M
121% of total assets
Concern: liabilities are 121% of assets; over 80%.
Pt X · Ln 26
Independent board members
0
of 9 voting members
Concern: none of 9 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$808K
+10% vs prior year
Spent
$814K
To programs
100%
Net assets
−$668K
By yearFY2020–FY2025
Revenue
$808K
FY2025▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$634K
FY2021$726K
FY2022$653K
FY2023$731K
FY2024$737K
FY2025$808K
Expenses
$814K
FY2025▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$545K
FY2021$806K
FY2022$687K
FY2023$771K
FY2024$852K
FY2025$814K
Net assets
−$668K
FY2025▼ -0.8%
Tap a bar for its year
Net assets by fiscal year
FY2020−$394K
FY2021−$474K
FY2022−$508K
FY2023−$548K
FY2024−$663K
FY2025−$668K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1994.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $814K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
Jim Asti
President
$0Pt VII · Sec A
Eric Ruh
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Jill Whiting
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
James Wurm
Director
$0Pt VII · Sec A
See Lutherans INC for Elderly executive salaries →

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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 15aNo

Programs and updates

Provides Christian retirement living with amenities for residents 55 and older.

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Provided by the organization

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1 program · $814K · in their own filed words · FY2025
01

Retirement living provided for residents 55 and older in a 52 unit christian living environment including heat, underground parking, security, educational meetings, craft room, woodworking shop, excersize room, chapel, beauty parlor and socail activities

$814Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$808K
Ln 12
Fees for servicesLn 2g$771K
Investment incomeLn 3$35K
Other incomeLn 4–11$3K
Money outPt IX
$814K
Ln 25
Programscol B$814K
Owns and owesPt X
−$668K
net assets · Ln 32
Cash and savingsLn 1–2$798K
Total assetsLn 16$3.1M
LiabilitiesLn 26$3.8M
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$771K
Investment incomeLn 3$35K
Other incomeLn 4–11$3K
Total revenueLn 12$808K
Assets in detailPt X, end of year
CashLn 1$17K
SavingsLn 2$781K
Cash and savings togetherLn 1–2$798K
Land, buildings, equipmentLn 10c$2.3M
Total assetsLn 16$3.1M
LiabilitiesLn 26$3.8M
Net assetsLn 32−$668K
OperationsPt I, VI
EmployeesI 54
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$628K$798K
Land, buildings, equipmentLn 10c$2.5M$2.3M
Total assetsLn 16$3.1M$3.1M
LiabilitiesLn 26$3.8M$3.8M
Net assetsLn 32−$663K−$668K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$117K$117K
Payroll taxesLn 10$8K$8K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$22K$22K
OccupancyLn 16$305K$305K
Depreciation, depletion and amortizationLn 22$187K$187K
InsuranceLn 23$31K$31K
Other expenses (24a–d)Ln 24$141K$141K
Total functional expensesLn 25$814K$814K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $808K$814K−$5K−$668K 990 PDF
FY2024 $737K$852K−$115K−$663K 990 PDF
FY2023 $731K$771K−$40K−$548K 990 PDF
FY2022 $653K$687K−$34K−$508K 990 PDF
FY2021 $726K$806K−$80K−$474K 990 PDF
FY2020 $634K$545K$90K−$394K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $808,341 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $715,398$770,656
I-10 Investment incomePrior year $19,823$35,045
I-11 Other revenuePrior year $1,933$2,640
I-12 Total revenuePrior year $737,154$808,341
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $129,605$125,654
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $722,526$688,114
I-18 Total expensesPrior year $852,131$813,768
I-19 Revenue less expensesPrior year −$114,977−$5,427
Part VI · Governance 0 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $808,341 across 5 lines filed
Lines not itemized here account for $293 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $770,656$770,656
VIII-3 Investment incomeRelated to mission $35,045$35,045
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,347$2,347
VIII-12 Total revenueRelated to mission $808,341 · Unrelated business $0 · Excluded from tax $0$808,341
Part IX · Statement of functional expenses $813,768 across 8 lines filed
IX-7 Other salaries and wagesPrograms $117,373$117,373
IX-10 Payroll taxesPrograms $8,281$8,281
IX-12 Advertising and promotionPrograms $1,077$1,077
IX-13 Office expensesPrograms $21,801$21,801
IX-16 OccupancyPrograms $305,230$305,230
IX-22 Depreciation, depletion and amortizationPrograms $187,397$187,397
IX-23 InsurancePrograms $31,156$31,156
IX-24 Other expenses (24a–d)Programs $141,453$141,453
IX-25 Total functional expensesPrograms $813,768 · Management $0 · Fundraising $0$813,768
Part X · Balance sheet $3,110,854 assets, 9 lines filed
X-1 Cash, non-interest-bearing$17,358
X-2 Savings and temporary cash investmentsStart of year $628,167$780,709
X-10c Land, buildings and equipment, netStart of year $2,500,184$2,312,787
X-16 Total assetsStart of year $3,127,281$3,110,854
X-17 Accounts payable and accrued expensesStart of year $18,146$21,912
X-25 Other liabilitiesStart of year $3,772,000$3,757,234
X-26 Total liabilitiesStart of year $3,790,146$3,779,146
X-32 Total net assets or fund balancesStart of year −$662,865−$668,292
X-33 Total liabilities and net assetsStart of year $3,127,281$3,110,854
Part XI · Reconciliation of net assets −$668,292 net assets at year end
XI-1 Total revenue$808,341
XI-2 Total expenses$813,768
XI-3 Revenue less expenses−$5,427
XI-4 Net assets at start of year−$662,865
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$668,292

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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