Totals
- Total revenue
- $814,364
- Total expenses
- $2,883,976
- Contributions and grants received
- $213,667
- Grants paid
- $2,329,872
- Program service revenue
- $0
- Investment income
- $600,697
- Other revenue
- $0
- Total assets, end of year
- $13,474,893
- Total liabilities, end of year
- $3,538,939
- Net assets or fund balances, end of year
- $9,935,954
- Program services expenses (Part IX)
- $2,329,872
- Management and general expenses
- $321,336
- Fundraising expenses
- $232,768
- Program service expenses (Part III)
- $2,329,872
Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1f · All other contributions, gifts and grants
$213,667
-
3 · Investment income
total $320,296 · excluded $320,296
-
7a · Gross sales of assets other than inventory
securities $8,627,257
-
7b · Less cost or other basis and sales expenses
securities $8,346,856
-
7c · Gain or loss
securities $280,401
-
7d · Net gain or loss
total $280,401 · excluded $280,401
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,329,872 · program services $2,329,872
-
11c · Fees: accounting
total $12,320 · management and general $12,320
-
11f · Fees: investment management
total $71,618 · management and general $71,618
-
20 · Interest
total $237,398 · management and general $237,398
-
24a · Other expenses: FOUNDATION EXPENSES
total $229,879 · fundraising $229,879
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $2,889 · fundraising $2,889
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $147,979 · end of year $164,105
-
2 · Savings and temporary cash investments
beginning of year $9,530 · end of year $6,112
-
3 · Pledges and grants receivable
beginning of year $8,540 · end of year $5,522
-
4 · Accounts receivable
beginning of year $1,907 · end of year $5,694
-
11 · Investments: publicly traded securities
beginning of year $14,151,652 · end of year $13,293,460
-
17 · Accounts payable and accrued expenses
beginning of year $26,939 · end of year $38,187
-
23 · Secured mortgages and notes payable
beginning of year $3,500,000 · end of year $3,500,000
-
25 · Other liabilities
beginning of year $20,135 · end of year $752
-
27 · Net assets without donor restrictions
beginning of year $10,772,534 · end of year $9,935,954
Mission and programs · 2023
Mission
THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC.
Activities or mission (Part I)
THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC. AND TO SUPPORT RESIDENTS WITH THEIR CARE AND HOUSING NEEDS WHO CAN NO LONGER AFFORD TO PAY FOR THEIR OWN CARE.
-
THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC. AND TO SUPPORT ITS RESIDENTS WHO CAN NO LONGER AFFORD TO PAY FOR THEIR CARE AND HOUSING NEEDS.
Expenses $2,329,872 · Grants $2,329,872
As filed on the 2023 return.
Listed in Part VII
-
Stephanie ChedidSTEPHANIE CHEDID
PRESIDENT
- Total calculated
- $366,864
- From this org
- $0
- From related orgs
- $274,694
- Other
- $92,170
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $274,694 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $54,448 related
- Nontaxable benefits
- $0 + $37,722 related
- Filer's total
- $0 + $366,864 related
-
Susan RankinSUSAN RANKIN
CHAIR (THRU MAR 2023)
- Total calculated
- $0
- Hours/week
- 0.5
-
Tim SchoeweTIM SCHOEWE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Fred AndersonFRED ANDERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
James PittlekowJAMES PITTLEKOW
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Nathan BerkenNATHAN BERKEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas BuckTHOMAS BUCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rachael BushRACHAEL BUSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve DasherSTEVE DASHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kari GundrumKARI GUNDRUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Laurie O'LoughlinLAURIE O'LOUGHLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Wes ShaverWES SHAVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Aimee WiedmeyerAIMEE WIEDMEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Arthur KeupARTHUR KEUP
CFO
- Total calculated
- $170,616
- From this org
- $0
- From related orgs
- $155,933
- Other
- $14,683
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $155,933 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,313 related
- Nontaxable benefits
- $0 + $11,370 related
- Filer's total
- $0 + $170,616 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
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION PAID TO THE CEO IS DETERMINED BY UNITED PROGRAM FOR THE AGING. THEY USE THE FOLLOWING METHODS TO DETERMINE COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; AND 4) APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE.
- PART I, LINE 4B
- NAME: STEPHANIE CHEDID, DESCRIPTION: RELATED ULPA MADE CONTRIBUTIONS TO 457(F) PLAN, CURRENT YEAR AMOUNT: $50,000. PLAN DESCRIPTION: PARTICIPATED IN 457(F) DEFERRED COMP PLAN VIA RELATED ULPA. NO DISTRIBUTIONS WERE MADE IN 2023.
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
-
UNITED LUTHERAN PROGRAM FOR THE AGING INC
$2,329,872
RESIDENT ASSISTANCE PROGRAM & OPERATIONAL SUPPORT
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.
-
UNITED LUTHERAN PROGRAM FOR THE AGING INC
501(C)(3) · ELDERLY CARE, NURSING HOME CARE, ASSISTED & INDEPENDENT LIVING · WI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349304862
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