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Nonprofiteer
← LUTHER HOME OF MERCY FOUNDATION

Form 990 for tax year 2023

Filed by LUTHER HOME OF MERCY FOUNDATION.

Totals

Total revenue
$2,145,704
Total expenses
$1,385,408
Contributions and grants received
$2,201,463
Grants paid
$1,336,349
Program service revenue
$0
Investment income
-$60,548
Other revenue
$4,789
Total assets, end of year
$9,173,529
Total liabilities, end of year
$9,233
Net assets or fund balances, end of year
$9,164,296
Program services expenses (Part IX)
$1,336,349
Management and general expenses
$49,059
Fundraising expenses
$0
Program service expenses (Part III)
$1,336,349

Program services were 96.5% 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.

  • 1d · Related organizations

    $1,800,000

  • 1f · All other contributions, gifts and grants

    $401,463

  • 1g · Noncash contributions included above

    $9,131

  • 3 · Investment income

    total $137,103 · related or exempt $137,103

  • 7a · Gross sales of assets other than inventory

    securities $1,197,561

  • 7b · Less cost or other basis and sales expenses

    securities $1,395,212

  • 7c · Gain or loss

    securities -$197,651

  • 7d · Net gain or loss

    total -$197,651 · related or exempt -$197,651

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $4,789 · related or exempt $4,789

  • 11e · Other revenue, total

    $4,789

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,336,349 · program services $1,336,349

  • 11f · Fees: investment management

    total $31,425 · management and general $31,425

  • 11g · Fees: other

    total $6,500 · management and general $6,500

  • 23 · Insurance

    total $634 · management and general $634

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $2,155 · management and general $2,155

  • 24e · All other expenses

    total $8,345 · management and general $8,345

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,110 · end of year $14,210

  • 2 · Savings and temporary cash investments

    beginning of year $547,032 · end of year $1,949,547

  • 3 · Pledges and grants receivable

    beginning of year $369,969 · end of year $330,645

  • 9 · Prepaid expenses and deferred charges

    beginning of year $48 · end of year $48

  • 11 · Investments: publicly traded securities

    beginning of year $4,261,059 · end of year $4,142,822

  • 12 · Investments: other securities

    beginning of year $1,327,539 · end of year $1,779,299

  • 13 · Investments: program-related

    beginning of year $910,000 · end of year $10,000

  • 15 · Other assets

    beginning of year $854,877 · end of year $946,958

  • 17 · Accounts payable and accrued expenses

    beginning of year $908,314 · end of year $8,000

  • 25 · Other liabilities

    beginning of year $125,292 · end of year $1,233

  • 27 · Net assets without donor restrictions

    beginning of year $5,663,398 · end of year $7,513,061

  • 28 · Net assets with donor restrictions

    beginning of year $1,586,630 · end of year $1,651,235

Mission and programs · 2023

Mission

RECOGNIZING THAT WE ARE ALL CREATED IN GOD'S IMAGE, THE LUTHER HOME OF MERCY FOUNDATION BOARD'S MISSION IS TO SUPPORT THE PROGRAMS AND SERVICES OF LUTHER HOME OF MERCY. WE ARE DEDICATED TO HELPING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVE LIFE TO THE FULLEST.

Activities or mission (Part I)

SUPPORTING ORGANIZATION OF A PUBLIC CHARITY.

  • THE LUTHER HOME OF MERCY FOUNDATION (LHM) IS OPERATED BY COMMUNITY VOLUNTEERS WHO PROMOTE THE WELFARE OF THE PROGRAMS OF THE LUTHER HOME OF MERCY. THE FOUNDATION MANAGES AND DISTRIBUTES THE FUNDS AND OTHER PROPERTIES FOR THE SOLE BENEFIT OF LUTHER HOME OF MERCY. DONATIONS TO THE AGENCY ARE GIVEN TO THE LHM FOUNDATION AND ARE INVESTED FOR THE SHORT AND LONG TERM EXPANSION OF PROGRAMS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, CAPITAL IMPROVEMENTS, FACILITY ENHANCEMENTS AND OTHER NEEDS NOT COVERED BY THE AGENCIES FUND RAISING EFFORTS OR STATE/FEDERAL FUNDING GUIDELINES.

    Expenses $1,336,349 · Grants $1,336,349 · Revenue -$55,759

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Arlyn J Bensch

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25 + 1.5 related

  • John C Zechman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 1.5 related

  • Jed E Osborn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Lowell Hartman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Mitchell E Hoyles

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • Mike House

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Rev Donald L Wukotich

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Terri Rodriguez

    EXCECUTIVE DIRECTOR

    Total calculated
    $165,467
    From this org
    $0
    From related orgs
    $149,149
    Other
    $16,318
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,149 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,330 related
    Nontaxable benefits
    $0 + $12,988 related
    Filer's total
    $0 + $165,467 related

  • Ken Richmond

    DIRECTOR OF FINANCE

    Total calculated
    $100,983
    From this org
    $0
    From related orgs
    $87,452
    Other
    $13,531
    Hours/week
    0 + 40 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403209349308210

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