Nonprofit · EIN 39-1657635
LUTHERANS INC FOR ELDERLY
Tax-exempt · MUSKEGO, WI 53150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $808,341 | $813,768 | -$5,427 | $3,110,854 | $3,779,146 | -$668,292 |
| December 31, 2024 | 990 | $737,154 | $852,131 | -$114,977 | $3,127,281 | $3,790,146 | -$662,865 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $770,656
- Investment income
- $35,045
- Net income from sales of inventory
- $293
- Other revenue
- $2,640
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $117,373
- Salaries, compensation and benefits (total)
- $125,654
- Professional fundraising fees
- $0
- Occupancy
- $305,230
- Depreciation
- $187,397
- Program services (functional)
- $813,768
Balance sheet and other
- Total assets, start of year
- $3,127,281
- Total assets, end of year
- $3,110,854
- Total liabilities, end of year
- $3,779,146
- Net assets, end of year
- -$668,292
- Land, buildings and equipment
- $2,312,787
- Gross receipts
- $808,813
- Employees
- 8
- Year formed
- 1988
- 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 |
|---|---|---|---|
| JIM ASTI | PRESIDENT Trustee or director, Officer | 10 | $0 |
| ERIC RUH | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| RICK WITZLSTEINER | TREASURER Trustee or director, Officer | 10 | $0 |
| JILL WHITING | SECRETARY Trustee or director, Officer | 10 | $0 |
| JONATHAN LONG | DIRECTOR Trustee or director | 5 | $0 |
| DANIEL KOLOSOVSKY | DIRECTOR Trustee or director | 5 | $0 |
| BERNIE SCHULZ | DIRECTOR Trustee or director | 5 | $0 |
| JAMES WURM | DIRECTOR Trustee or director | 5 | $0 |
| KEITH BERRY | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN LONG | DIRECTOR Trustee or director | 5 | $0 |
| DANIEL KOLOSOVSKY | DIRECTOR Trustee or director, Institutional trustee | 5 | $0 |
| BERNIE SCHULZ | DIRECTOR Trustee or director | 5 | $0 |
| JAMES WURM | DIRECTOR Trustee or director | 5 | $0 |
| KEITH BERRY | DIRECTOR Trustee or director | 5 | $0 |
| JIM ASTI | PRESIDENT Trustee or director, Officer | 10 | $0 |
| ERIC RUH | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| RICK WITZLSTEINER | TREASURER Trustee or director, Officer | 10 | $0 |
| JILL WHITING | SECRETARY Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- S69 W14142 TESS CORNERS DRIVE, MUSKEGO, WI 53150-3170
- In care of
- % RICK WITZLSTEINER
- Signed the 990
- RICK WITZLSTEINER, TREASURER
- Phone
- (414) 422-4686
- Return prepared by
- Wasserman Shuff & Co LLC
Mission
RETIREMENT LIVING PROVIDED FOR RESIDENTS 55 AND OLDER IN A 52 UNIT CHRISTIAN LIVING ENVIRONMENT INCLUDING HEAT, UNDERGROUND PARKING, SECURITY, EDUCATIONAL MEETINGS, CRAFT ROOM, WOODWORKING SHOP, EXCERSIZE ROOM, CHAPEL, BEAUTY PARLOR AND SOCAIL ACTIVITIES
Program accomplishments
- RETIREMENT LIVING PROVIDED FOR RESIDENTS 55 AND OLDER IN A 52 UNIT CHRISTIAN LIVING ENVIRONMENT INCLUDING HEAT, UNDERGROUND PARKING, SECURITY, EDUCATIONAL MEETINGS, CRAFT ROOM, WOODWORKING SHOP, EXCERSIZE ROOM, CHAPEL, BEAUTY PARLOR AND SOCAIL ACTIVITIESExpenses $813,768
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
- 39-1657635
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,110,854
- Income (IRS master file)
- $808,813
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $808,341 | $813,768 | $3,110,854 | XML |
| 990 | December 2024 | $737,154 | $852,131 | $3,127,281 | XML |
| 990 | December 2023 | $730,932 | $771,228 | $3,282,600 | IRS |
| 990 | December 2022 | $652,586 | $686,666 | $3,413,665 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 39-1657635).
Questions about LUTHERANS INC FOR ELDERLY
- What is the EIN of LUTHERANS INC FOR ELDERLY?
- The employer identification number (EIN) of LUTHERANS INC FOR ELDERLY is 39-1657635.
- Is LUTHERANS INC FOR ELDERLY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LUTHERANS INC FOR ELDERLY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERANS INC FOR ELDERLY 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 LUTHERANS INC FOR ELDERLY 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 LUTHERANS INC FOR ELDERLY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of LUTHERANS INC FOR ELDERLY?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does LUTHERANS INC FOR ELDERLY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $808,341, expenses of $813,768 and total assets of $3,110,854 at year end.
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