Nonprofit · EIN 39-1478794
LUTHERAN HOME FOUNDATION INC
Tax-exempt · WAUWATOSA, WI 53213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,613,502 | $4,406,669 | -$2,793,167 | $11,301,296 | $50,491 | $11,250,805 |
| December 31, 2024 | 990 | $1,782,275 | $763,890 | $1,018,385 | $13,543,663 | $5,482 | $13,538,181 |
| December 31, 2023 | 990 | $1,428,577 | $792,897 | $635,680 | $12,462,106 | $217,098 | $12,245,008 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,159,724
- Program service revenue
- $0
- Investment income
- $453,778
- Net gain from sales of assets
- $110,580
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,723,830
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $17,909
- Occupancy
- $63,245
- Travel
- $3,442
- Depreciation
- $281
- Program services (functional)
- $3,723,830
- Management and general (functional)
- $153,796
- Fundraising (functional)
- $529,043
Balance sheet and other
- Total assets, start of year
- $13,543,663
- Total assets, end of year
- $11,301,296
- Total liabilities, end of year
- $50,491
- Net assets, end of year
- $11,250,805
- Land, buildings and equipment
- $642,243
- Publicly traded securities
- $7,309,938
- Net assets without donor restrictions
- $9,640,369
- Net assets with donor restrictions
- $1,610,436
- Gross receipts
- $1,944,330
- Employees
- 0
- Volunteers
- 65
- Year formed
- 1983
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN JUECH | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| LINDSEY KRIETE | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| TOM GALE | TREASURER Trustee or director, Officer | 1 | $0 |
| JANELLE MEYER-BROWN | SECRETARY (THRU 05/25) Trustee or director, Officer | 1 | $0 |
| BOB SOWINSKI | SECRETARY Trustee or director, Officer | 1 | $0 |
| BILL CARRERA | DIRECTOR Trustee or director | 1 | $0 |
| RICH ERICKSON | DIRECTOR (THRU 05/25) Trustee or director | 1 | $0 |
| CHRIS EVERS | DIRECTOR Trustee or director | 1 | $0 |
| PAUL FEIDER | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN FESTERLING | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE FLUNKER | DIRECTOR Trustee or director | 1 | $0 |
| MERILOU GONZALES | DIRECTOR (THRU 05/25) Trustee or director | 1 | $0 |
| AARON HOLTEBECK | DIRECTOR Trustee or director | 1 | $0 |
| MIKE MALONE | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG MELLENDORF | DIRECTOR Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON PHILLEO | DIRECTOR Trustee or director | 1 | $0 |
| DIANA RAASCH | DIRECTOR Trustee or director | 1 | $0 |
| MARTIN SCHREIBER | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA STOKES-MURRAY | DIRECTOR Trustee or director | 1 | $0 |
| KATHRYN CAVERS | PRESIDENT & CEO Officer | 1 | $0 |
| HENRIK CLAUSEN | CFO & ASST TREASURER Officer | 1 | $0 |
| BRIDGETTE FROMMELL | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA RAASCH | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| BEN JUECH | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| TOM GALE | TREASURER Trustee or director, Officer | 1 | $0 |
| JANELLE MEYER-BROWN | SECRETARY Trustee or director, Officer | 1 | $0 |
| BILL CARRERA | DIRECTOR Trustee or director | 1 | $0 |
| RICH ERICKSON | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS EVERS | DIRECTOR Trustee or director | 1 | $0 |
| PAUL FEIDER | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN FESTERLING | DIRECTOR Trustee or director | 1 | $0 |
| MERILOU GONZALES | DIRECTOR Trustee or director | 1 | $0 |
| MIKE HODAN | DIRECTOR (THRU APR 2024) Trustee or director | 1 | $0 |
| AARON HOLTEBECK | DIRECTOR Trustee or director | 1 | $0 |
| LINDSEY KRIETE | DIRECTOR Trustee or director | 1 | $0 |
| MIKE MALONE | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG MELLENDORF | DIRECTOR Trustee or director | 1 | $0 |
| DAVE SANDSTROM | DIRECTOR (THRU APR 2024) Trustee or director | 1 | $0 |
| MARTIN SCHREIBER | DIRECTOR Trustee or director | 1 | $0 |
| BOB SOWINSKI | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA STOKES-MURRAY | DIRECTOR Trustee or director | 1 | $0 |
| KATHRYN CAVERS | PRESIDENT & CEO Officer | 1 | $0 |
| HENRIK CLAUSEN | CFO & ASST TREASURER Officer | 1 | $0 |
| BRIDGETTE FROMMELL | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA RAASCH | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| BEN JUECH | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| TOM GALE | TREASURER Trustee or director, Officer | 1 | $0 |
| JANELLE MEYER-BROWN | SECRETARY Trustee or director, Officer | 1 | $0 |
| BILL CARRERA | DIRECTOR Trustee or director | 1 | $0 |
| RICH ERICKSON | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN FESTERLING | DIRECTOR Trustee or director | 1 | $0 |
| MIKE HODAN | DIRECTOR Trustee or director | 1 | $0 |
| AARON HOLTEBECK | DIRECTOR Trustee or director | 1 | $0 |
| LINDSEY KRIETE | DIRECTOR Trustee or director | 1 | $0 |
| ROB KRIEWALDT | DIRECTOR (THRU OCT 2023) Trustee or director | 1 | $0 |
| MIKE MALONE | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG MELLENDORF | DIRECTOR Trustee or director | 1 | $0 |
| ROBB MOODIE | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 |
| CLAUDETTE RAYMONDS | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 |
| DAVE SANDSTROM | DIRECTOR Trustee or director | 1 | $0 |
| REV DAN SCHNEIDER | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 |
| MARTIN SCHREIBER | DIRECTOR Trustee or director | 1 | $0 |
| MATT SMITH | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 |
| BOB SOWINSKI | DIRECTOR Trustee or director | 1 | $0 |
| KATHRYN CAVERS | PRESIDENT & CEO Officer | 1 | $0 |
| HENRIK CLAUSEN | CFO & ASST TREASURER Officer | 1 | $0 |
| BRIDGETTE FROMMELL | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 7500 W NORTH AVE, WAUWATOSA, WI 53213-1717
- In care of
- % SCOTT BERGIN
- Principal officer (990 for 2025)
- KATHRYN CAVERS, 7500 W NORTH AVENUE, WAUWATOSA, WI 53213
- Signed the 990
- KATHRYN CAVERS, PRESIDENT & CEO
- Phone
- (414) 256-6836
- Website
- WWW.THELUTHERANHOME.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
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.
Program accomplishments
- SUPPORT OF HARWOOD PLACE, INC. - THE LUTHERAN HOME FOUNDATION, INC. MAKES DONATIONS TO HARWOOD PLACE, INC. DESIGNATED FOR HARWOOD PLACE USE.Expenses $3,430,553 · grants $3,430,553
- SUPPORT OF THE LUTHERAN HOME, INC. - THE LUTHERAN HOME FOUNDATION, INC. MAKES DONATIONS TO THE LUTHERAN HOME, INC. DESIGNATED FOR LUTHERAN HOME USE.Expenses $262,691 · grants $262,691
- SCHOLARSHIPS - THE PURPOSE IS TO PROVIDE CONTINUING EDUCATION TO THE EMPLOYEES OF THE LUTHERAN HOME, INC. AND HARWOOD PLACE, INC.Expenses $30,586 · grants $30,586
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 | 990 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
- 39-1478794
- 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)
- Housing and shelter (L80)
- Assets (IRS master file)
- $11,301,296
- Income (IRS master file)
- $1,944,330
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,613,502 | $4,406,669 | $11,301,296 | XML |
| 990 | December 2024 | $1,782,275 | $763,890 | $13,543,663 | XML |
| 990 | December 2023 | $1,428,577 | $792,897 | $12,462,106 | XML |
| 990 | December 2022 | -$102,733 | $2,210,542 | $11,403,808 | 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 39-1478794).
Questions about LUTHERAN HOME FOUNDATION INC
- What is the EIN of LUTHERAN HOME FOUNDATION INC?
- The employer identification number (EIN) of LUTHERAN HOME FOUNDATION INC is 39-1478794.
- Is LUTHERAN HOME FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to LUTHERAN HOME FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN HOME 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 HOME FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN HOME FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LUTHERAN HOME FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names KATHRYN CAVERS.
- Who are the officers and directors of LUTHERAN HOME FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does LUTHERAN HOME FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,613,502, expenses of $4,406,669 and total assets of $11,301,296 at year end.
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- FRIENDS OF LARCHE MILWAUKEE INC EIN 33-2335988 · last filed 990-N for 2025
- UNITED LUTHERAN PROGRAM FOR THE AGING INC EIN 39-0981434 · last filed 990 for 2024
- ST CAMILLUS HEALTH CENTER INC EIN 39-1079224 · last filed 990 for 2024
- THE LUTHERAN HOME INC EIN 39-0807205 · last filed 990 for 2025
- SAN CAMILLO INC EIN 39-1487306 · last filed 990 for 2024
All nonprofits in WAUWATOSA · Wisconsin · Housing and shelter