Form 990 for tax year 2024
Filed by GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST.
Totals
- Total revenue
- $9,170,703
- Total expenses
- $9,586,772
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $9,119,833
- Investment income
- $50,870
- Other revenue
- $0
- Total assets, end of year
- $1,997,929
- Total liabilities, end of year
- $964,067
- Net assets or fund balances, end of year
- $1,033,862
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $0
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTION
total $7,594,656 · related or exempt $7,594,656
-
2b · Program service revenue: PARTICIPANT CONTRIBUTION
total $1,525,177 · related or exempt $1,525,177
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $50,870 · excluded $50,870
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $9,583,785
-
11g · Fees: other
total $0
-
24a · Other expenses: BANK FEES AND CHARGES
total $2,987
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $2,040,940 · end of year $1,994,485
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $7,318 · end of year $3,444
-
17 · Accounts payable and accrued expenses
beginning of year $598,327 · end of year $964,067
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $1,449,931 · end of year $1,033,862
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
TO PAY MEMBERS' LIFE, SICK, ACCIDENT, OR OTHER BENEFITS.
-
LIFE, SICK, ACCIDENT, OR OTHER BENEFITS PAID FOR PARTICIPANTS OR BENEFICIARIES.
As filed on the 2024 return.
Listed in Part VII
-
Dawn L BarhorstDAWN L BARHORST
TRUSTEE
- Total calculated
- $210,918
- From this org
- $0
- From related orgs
- $192,580
- Other
- $18,338
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $190,846 related
- Bonus
- $0
- Other
- $0 + $1,734 related
- Deferred
- $0 + $7,874 related
- Nontaxable benefits
- $0 + $10,464 related
- Filer's total
- $0 + $210,918 related
-
Judy A BudiJUDY A BUDI
TRUSTEE
- Total calculated
- $425,476
- From this org
- $0
- From related orgs
- $389,483
- Other
- $35,993
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $389,483 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,808 related
- Nontaxable benefits
- $0 + $22,185 related
- Filer's total
- $0 + $425,476 related
-
Robert A ReichardROBERT A REICHARD
TRUSTEE
- Total calculated
- $220,413
- From this org
- $0
- From related orgs
- $201,268
- Other
- $19,145
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $198,455 related
- Bonus
- $0
- Other
- $0 + $2,813 related
- Deferred
- $0 + $8,109 related
- Nontaxable benefits
- $0 + $11,036 related
- Filer's total
- $0 + $220,413 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- NON-QUALIFIED DEFERRED COMPENSATION PLAN, SECTION 457(B): JUDY A. BUDI, EMPLOYEE CONTRIBUTION - $2,195, EMPLOYER CONTRIBUTION -$2,169
- Schedule J, Part I, Line 3
- COMPENSATION IS PAID BY GRACEWORKS LUTHERAN SERVICES, A RELATED ORGANIZATION, AND IS DETERMINED USING THE FOLLOWING METHODS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- Schedule J, Part II
- All compensation reported for trustees is paid by a related organization and is not connected to their service as trustees of this organization. Their compensation relates solely to their officer positions within the related organization.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · HELP PEOPLE EXPERIENCE DIGNITY & WHOLENESS IN RELATIONSHIP WITH GOD. · OH
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 January 2026
- IRS schema version
- 2024v5.1
- Source object
- 202630309349300908
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