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Nonprofiteer
← WARTBURG LUTHERAN HOME FOR THE AGING

Form 990 for tax year 2022

Filed by WARTBURG LUTHERAN HOME FOR THE AGING.

Totals

Total revenue
$335,605
Total expenses
$330,983
Contributions and grants received
$17,227
Grants paid
$0
Program service revenue
$318,367
Investment income
$11
Other revenue
$0
Total assets, end of year
$1,090,023
Total liabilities, end of year
$57,678
Net assets or fund balances, end of year
$1,032,345
Program services expenses (Part IX)
$330,983
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$330,983

Program services were 100.0% 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

    $17,227

  • 2a · Program service revenue: SENIOR HOUSING MANAGEM

    total $318,367 · related or exempt $318,367

  • 3 · Investment income

    total $11 · excluded $11

Functional expenses

Part IX, the statement of functional expenses.

  • 8 · Pension plan contributions

    total $1,534 · program services $1,534

  • 11a · Fees: management

    total $329,449 · program services $329,449

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,642 · end of year $19,407

  • 12 · Investments: other securities

    beginning of year $345,853 · end of year $271,661

  • 15 · Other assets

    beginning of year $743,659 · end of year $798,955

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,712 · end of year $57,678

  • 27 · Net assets without donor restrictions

    beginning of year $1,089,442 · end of year $1,032,345

Mission and programs · 2022

Mission

MANAGES SENIOR HOUSING PROGRAM.

Activities or mission (Part I)

MANAGES SENIOR HOUSING PROGRAM

  • MANAGES A SENIOR HOUSING PROGRAM

    Expenses $329,449 · Revenue $318,367

  • PENSION PLAN ACCRUALS

    Expenses $1,534

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Peter Mazer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rev Alfred Thingaran

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Regan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Judith Benke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Laraine Fellegara

    CEO

    Total calculated
    $457,972
    From this org
    $0
    From related orgs
    $413,479
    Other
    $44,493
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $413,479 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $44,493 related
    Filer's total
    $0 + $457,972 related

  • Kathleen McEvoy

    DIRECTOR OF FINANCE

    Total calculated
    $159,787
    From this org
    $0
    From related orgs
    $138,664
    Other
    $21,123
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,664 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,123 related
    Filer's total
    $0 + $159,787 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
17 October 2023
IRS schema version
2022v5.0
Source object
202342909349301614

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