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Nonprofit · EIN 20-3524338

LUKE INC

Tax-exempt · COLLIERVILLE, TN 38017

Financials

$23.1M$39.2M2023$27.7M$41.9M2024
Revenue Expenses · by fiscal year end
Financials of LUKE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$27,676,096$41,941,223-$14,265,127$244,258,314$308,907,182-$64,648,868
December 31, 2023990$23,115,141$39,181,471-$16,066,330$248,072,818$298,456,559-$50,383,741
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$26,720,676
Investment income
$955,420
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$9,019,101
Salaries, compensation and benefits (total)
$9,992,168
Professional fundraising fees
$0
Legal fees
$173,144
Accounting fees
$199,872
Occupancy
$1,465,476
Travel
$65,602
Depreciation
$6,330,502
Program services (functional)
$36,606,579
Management and general (functional)
$5,334,644

Balance sheet and other

Total assets, start of year
$248,072,818
Total assets, end of year
$244,258,314
Total liabilities, end of year
$308,907,182
Net assets, end of year
-$64,648,868
Land, buildings and equipment
$212,893,581
Net assets without donor restrictions
-$64,648,868
Gross receipts
$27,676,096
Employees
530
Volunteers
40
Year formed
2005
State of legal domicile
TN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DR JAMES LATIMERCHAIRMAN/DIRECTOR
Trustee or director, Officer
1$0
BILL MCGAUGHEYSECRETARY/TREASURER
Trustee or director, Officer
1$0
CINDY COXDIRECTOR
Trustee or director
1$0
CINDY REAVESDIRECTOR
Trustee or director
1$0
JOHN FARRISDIRECTOR
Trustee or director
1$0
JAMES LEWELLENDIRECTOR
Trustee or director
1$0
RUDOLF W HERZKEPRESIDENT
Officer
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
DR JAMES LATIMERCHAIRMAN/DIRECTOR
Trustee or director, Officer
1$0
BILL MCGAUGHEYSECRETARY/TREASURER
Trustee or director, Officer
1$0
CINDY COXDIRECTOR
Trustee or director
1$0
CINDY REEVESDIRECTOR
Trustee or director
1$0
JOHN FARRISDIRECTOR
Trustee or director
1$0
RUDOLF W HERZKEPRESIDENT
Officer
1$0

Address and contacts

Address (IRS master file)
3300 S HOUSTON LEVEE RD, COLLIERVILLE, TN 38017-1300
In care of
% MIKE KELLY
Mailing address (990-N for 2008)
2171 judicial drive, germantown TN 38138
Principal officer (990 for 2024)
RUDOLF W HERZKE, 3300 S HOUSTON LEVEE RD, COLLIERVILLE, TN 38017
Principal officer (990-N for 2008)
jerry sisson, 2171 Judicial Drive, Germantown TN 38138
Signed the 990
RUDOLF W HERZKE, PRESIDENT
Phone
(901) 794-2598
Return prepared by
WATKINS UIBERALL PLLC

Mission

TO FAITHFULLY SERVE OUR RESIDENTS BY OFFERING THEM SECURITY FOR LIFE, EXCELLENCE IN ALL WE DO, RESPECT FOR INDIVIDUAL DIFFERENCES AND A VIBRANT LIFESTYLE IN AN ENRICHING ENVIRONMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • INDEPENDENT LIVING IN APARTMENTS, GARDEN HOMES, AND OTHER LONG-TERM CARE
    Expenses $36,606,579 · revenue $26,720,676

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-3524338
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$244,258,314
Income (IRS master file)
$27,676,096

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$27,676,096$41,941,223$244,258,314XML
990December 2023$23,115,141$39,181,471$248,072,818XML
990December 2022$9,477,450$26,356,308$251,174,126IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990-N for 2008
Officer: jerry sisson
December 31, 2008≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3524338).

Questions about LUKE INC

What is the EIN of LUKE INC?
The employer identification number (EIN) of LUKE INC is 20-3524338.
Is LUKE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to LUKE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LUKE INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LUKE INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LUKE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LUKE INC?
The 990 for the year ended December 31, 2024 names RUDOLF W HERZKE.
Who are the officers and directors of LUKE INC?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does LUKE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $27,676,096, expenses of $41,941,223 and total assets of $244,258,314 at year end.

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