Nonprofit · EIN 39-1889721
LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $591,575 | $27,805 | $563,770 | $8,874,282 | $0 | $8,874,282 |
| December 31, 2024 | 990 | $392,459 | $14,162 | $378,297 | $7,638,435 | $3,476 | $7,634,959 |
| December 31, 2023 | 990 | $315,455 | $11,677 | $303,778 | $6,708,138 | $0 | $6,708,138 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $263,300
- Program service revenue
- $0
- Investment income
- $328,275
- Net gain from sales of assets
- $116,332
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Fundraising (functional)
- $27,805
Balance sheet and other
- Total assets, start of year
- $7,638,435
- Total assets, end of year
- $8,874,282
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,874,282
- Publicly traded securities
- $7,530,967
- Net assets without donor restrictions
- $8,874,282
- Gross receipts
- $1,764,203
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1997
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DALE DAHLKE | CEO (THRU MAY 2025) Officer | 2 | $0 | $180,050 | $8,574 |
| SCOTT BERGIN | CFO Officer | 2 | $0 | $152,857 | $30,662 |
| TYLER GUDEX | CEO Officer | 2 | $0 | $153,578 | $609 |
| PHIL HOLLAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ATTY MARY LEE RATZEL | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| NORMAN ECKSTAEDT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BILL LENTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MARY JO O'MALLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN BORAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| AL BUSCEMI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOEL LAMMERS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROGER MAYER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KATIE MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BUCK SILKEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY KAY SOKOP | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DALE DAHLKE | CEO Officer | 2 | $0 | $259,511 | $40,345 |
| JOAN BIRR | CFO (THRU JULY 2024) Officer | 2 | $0 | $164,198 | $20,241 |
| SCOTT BERGIN | CFO (FROM JULY 2024) Officer | 2 | $0 | $80,646 | $495 |
| PHIL HOLLAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ATTY MARY LEE RATZEL | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| NORMAN ECKSTAEDT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BILL LENTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MARY JO O'MALLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN BORAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| AL BUSCEMI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOEL LAMMERS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROGER MAYER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KATIE MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KURT SCHRANG | DIRECTOR (THRU OCT 2024) Trustee or director | 2 | $0 | $0 | $0 |
| BUCK SILKEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARY KAY SOKOP | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CAROL ZEUTZIUS | DIRECTOR (THRU OCT 2024) Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DALE DAHLKE | CEO Officer | 2 | $0 | $244,430 | $20,362 |
| JOAN BIRR | CFO Officer | 2 | $0 | $203,218 | $15,779 |
| PHIL HOLLAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ATTY MARY LEE RATZEL | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| NORMAN ECKSTAEDT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BILL LENTZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KAREN JENSEN | SECRETARY (THRU OCT 2023) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MARY JO O'MALLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN BORAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BETH BOYER-RYAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOEL LAMMERS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROGER MAYER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KATIE MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KURT SCHRANG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARY KAY SOKOP | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CAROL ZEUTZIUS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 208, OCONOMOWOC, WI 53066-0208
- In care of
- % JOAN BIRR
- Principal officer (990 for 2025)
- SCOTT BERGIN, PO BOX 208, OCONOMOWOC, WI 53066
- Signed the 990
- SCOTT BERGIN, CFO
- Phone
- (262) 567-8341
- Website
- WWW.SHOREHAVENLIVING.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
SOLICIT AND RECEIVE FINANCIAL SUPPORT FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC.
Program accomplishments
- SOLICIT AND RECEIVE SUBSTANTIAL FINANCIAL SUPPORT TO ACCOMPLISH THE CHARITABLE ENDS OF THE CORPORATION AND MAKE DISTRIBUTIONS TO AND FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC. WHICH PROVIDES HOMES AND SERVICES TO SENIORS IN A MANNER THAT REFLECTS CHRIST'S LOVE. NO DISTRIBUTIONS WERE MADE TO LUTHERAN HOMES OF OCONOMOWOC, INC. DURING 2025.0
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
- 39-1889721
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X99Z)
- Assets (IRS master file)
- $8,874,282
- Income (IRS master file)
- $1,764,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $591,575 | $27,805 | $8,874,282 | XML |
| 990 | December 2024 | $392,459 | $14,162 | $7,638,435 | XML |
| 990 | December 2023 | $315,455 | $11,677 | $6,708,138 | XML |
| 990 | December 2022 | $528,454 | $13,086 | $5,680,161 | 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 39-1889721).
Questions about LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC
- What is the EIN of LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC is 39-1889721.
- Is LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN HOMES OF OCONOMOWOC CHARITABLE 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 OF OCONOMOWOC CHARITABLE 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 HOMES OF OCONOMOWOC CHARITABLE 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 HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names SCOTT BERGIN.
- Who are the officers and directors of LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $591,575, expenses of $27,805 and total assets of $8,874,282 at year end.
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