Nonprofit · EIN 39-1466308
LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC
Tax-exempt · WATERTOWN, WI 53098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $52,273 | $95,916 | -$43,643 | $817,148 | $183,809 | $633,339 |
| December 31, 2023 | 990 | $55,878 | $77,980 | -$22,102 | $767,463 | $115,793 | $651,670 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,369
- Program service revenue
- $0
- Investment income
- $30,904
- Net gain from sales of assets
- $13,210
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,294
- Travel
- $1,095
- Program services (functional)
- $80,677
- Management and general (functional)
- $15,239
Balance sheet and other
- Total assets, start of year
- $767,463
- Total assets, end of year
- $817,148
- Total liabilities, end of year
- $183,809
- Net assets, end of year
- $633,339
- Publicly traded securities
- $582,497
- Net assets without donor restrictions
- $389,478
- Net assets with donor restrictions
- $243,861
- Gross receipts
- $285,375
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- WI
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW MAUTHE | CEO Trustee or director, Officer | 1 | $0 | $526,170 | $22,653 |
| MICHAEL LIBBY | COO Trustee or director, Officer | 1 | $0 | $278,411 | $17,273 |
| NICOLE CHWALA | CFO Trustee or director, Officer | 1 | $0 | $246,907 | $15,743 |
| KEN SMITH | PRESIDENT Officer | 1 | $0 | $110,935 | $777 |
| TERRY SCHLEIF | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM SUHS | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| JIM FETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE KROLCZYK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW MAUTHE | CEO Trustee or director, Officer | 1 | $0 | $626,375 | $32,070 |
| NICOLE CHWALA | CFO Trustee or director, Officer | 1 | $0 | $284,971 | $33,417 |
| MICHAEL LIBBY | SENIOR VP OF OPERATIONS Trustee or director, Officer | 1 | $0 | $255,555 | $39,017 |
| TERRY SCHLEIF | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM SUHS | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| JIM FETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE KROLCZYK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1045 HILL ST, WATERTOWN, WI 53098-3015
- Principal officer (990 for 2024)
- JULIE MARKS, 1045 HILL STREET, WATERTOWN, WI 53098
- Signed the 990
- JULIE MARKS, CFO
- Phone
- (920) 322-8527
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE LUTHERAN HOMES AND HEALTH SERVICES FOUNDATION, AS A SUPPORTIVE ARM OF LUTHERAN HOMES AND HEALTH SERVICES, PROVIDES A CHRISTIAN-BASED INNOVATIVE APPROACH TO AGING THROUGH COMPREHENSIVE SERVICES, PROGRAMS, AND COMMUNITIES.
Program accomplishments
- RECEIVE GIFTS AND BEQUESTS, ADMINISTER AND INVEST FUNDS AND DISBURSE FUNDS TO AND ON BEHALF OF LUTHERAN HOMES AND HEALTH SERVICES.Expenses $80,677
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1466308
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75I)
- Assets (IRS master file)
- $817,148
- Income (IRS master file)
- $285,375
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $52,273 | $95,916 | $817,148 | XML |
| 990 | December 2023 | $55,878 | $77,980 | $767,463 | XML |
| 990 | December 2022 | $63,507 | $32,122 | $687,686 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 39-1466308).
Questions about LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC
- What is the EIN of LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC?
- The employer identification number (EIN) of LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC is 39-1466308.
- Is LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN HOMES & HEALTH SERVICES FOUNDATION 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 LUTHERAN HOMES & HEALTH SERVICES FOUNDATION 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 LUTHERAN HOMES & HEALTH SERVICES FOUNDATION 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 LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names JULIE MARKS.
- Who are the officers and directors of LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does LUTHERAN HOMES & HEALTH SERVICES FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $52,273, expenses of $95,916 and total assets of $817,148 at year end.
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