LUTHERAN HOME FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

LUTHERAN HOME FOUNDATION INC

EIN 39-1478794 · Housing Support (L80)

What they do

THE LUTHERAN HOME FOUNDATION, INC. is A NONPROFIT ORGANIZATION THAT RAISES, STEWARDS and DISTRIBUTES FUNDS to SUSTAIN and ADVANCE THE CHRISTIAN MISSION of THE LUTHERAN HOME, INC. and HARWOOD PLACE, INC. THE LUTHERAN HOME and HARWOOD PLACE ARE DEDICATED to SERVING OLDER ADULTS and ENRICHING THE LIVES of THOSE WE TOUCH BY PROVIDING COMPASSIONATE and LOVING CARE.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $19.90 was reported for mission work and $59.20 for fundraising. Understand this before you give.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

8.52%of revenue went to mission work19.9% of expenses · Program services

25.36%of revenue went to fundraising59.2% of expenses

$42.86spent for every $100 of revenueRevenue covered expenses this year.

8.99%of revenue went to management and office costs21.0% of expenses

$17.73in assets for every $1 spent this yearSome assets cannot be spent right away.

81.0%of its money came from giftsOther money may come from services or investments.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,782,275

Mission workProgram services$151,8068.52% of revenue19.9% of expenses

ManagementOffice and general costs$160,1758.99% of revenue21.0% of expenses

FundraisingAsking for donations$451,90925.36% of revenue59.2% of expenses

Revenue left after expensesReported annual surplus$1,018,38557.14% of revenueShown in gray on the chart

Total expenses$763,89042.86% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Pause before giving. This filing reports that 59.2% of spending went to fundraising and 19.9% went to mission work. Ask the charity to explain these numbers and show recent results.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 19.9% mission · 21.0% management · 59.2% fundraisingTotal expenses: 42.86% of revenue

2023Expense mix: 35.1% mission · 18.7% management · 46.2% fundraisingTotal expenses: 55.50% of revenue

2022Expense mix: 77.4% mission · 6.2% management · 16.4% fundraisingRevenue comparison unavailable

2021Expense mix: 49.0% mission · 18.8% management · 32.2% fundraisingTotal expenses: 62.49% of revenue

2020Expense mix: 86.6% mission · 4.8% management · 8.7% fundraisingTotal expenses: 95.67% of revenue

2019Expense mix: 96.2% mission · 1.7% management · 2.1% fundraisingTotal expenses: 175.57% of revenue

2018Expense mix: 77.9% mission · 9.6% management · 12.5% fundraisingTotal expenses: 43.87% of revenue

2017Expense mix: 83.5% mission · 5.0% management · 11.5% fundraisingTotal expenses: 201.15% of revenue

Money in and money out

Revenue$1,782,275

Expenses$763,890

Annual surplus $1,018,385 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$151,806 · 19.9% of expenses

Management and office costs$160,175 · 21.0% of expenses

Fundraising$451,909 · 59.2% of expenses

See all reported dollar amounts

Revenue$1,782,275

Expenses$763,890

Assets$13,543,663

Income$2,240,406

Contributions$1,444,309

Mission work (program services)$151,806

Fundraising$451,909

Grants given$12,983,630

Average grant$1,854,804

Management and general$160,175

Stocks and bonds$8,384,651

Accounting fees$16,540

Investing fees$31,802

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (22)

JANELLE MEYER-BROWNSECRETARY

TOM GALETREASURER

RICH ERICKSONDIRECTOR

PAUL FEIDERDIRECTOR

MIKE MALONEDIRECTOR

MIKE HODANDIRECTOR (THRU APR 2024)

MERILOU GONZALESDIRECTOR

MARTIN SCHREIBERDIRECTOR

LINDSEY KRIETEDIRECTOR

KEVIN FESTERLINGDIRECTOR

KATHRYN CAVERSPRESIDENT & CEO

AARON HOLTEBECKDIRECTOR

HENRIK CLAUSENCFO & ASST TREASURER

DIANA RAASCHCHAIRPERSON

DAVE SANDSTROMDIRECTOR (THRU APR 2024)

CYNTHIA STOKES-MURRAYDIRECTOR

CRAIG MELLENDORFDIRECTOR

CHRIS EVERSDIRECTOR

BRIDGETTE FROMMELLEXECUTIVE DIRECTOR

BOB SOWINSKIDIRECTOR

BILL CARRERADIRECTOR

BEN JUECHVICE CHAIRPERSON

About this charity

Recognized since: January 1984
Location: 7500 W NORTH AVENUE, WAUWATOSA, WI 53213
County: Milwaukee
In care of: KATHRYN CAVERS
Primary officer: KATHRYN CAVERS, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Phone(414) 256-6836

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WIPFLI LLP
NTEE classification: Housing Support (L80)
IRS tax category: Housing Support
Grant-giving organization: Yes