Nonprofit · EIN 41-1597277
LUTHERAN BRETHREN RETIREMENT SERVICES INC
Tax-exempt · FERGUS FALLS, MN 56537
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $7,428,228 | $8,976,946 | -$1,548,718 | $4,959,836 | $6,524,076 | -$1,564,240 |
| April 30, 2024 | 990 | $8,939,146 | $7,592,073 | $1,347,073 | $5,322,965 | $5,336,941 | -$13,976 |
| April 30, 2023 | 990 | $10,442,583 | $8,570,341 | $1,872,242 | $5,313,577 | $6,736,634 | -$1,423,057 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,403,758
- Investment income
- $24,470
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $82,521
- Other salaries and wages
- $4,493,718
- Salaries, compensation and benefits (total)
- $5,449,656
- Professional fundraising fees
- $0
- Legal fees
- $6,061
- Accounting fees
- $56,660
- Occupancy
- $239,538
- Travel
- $4,036
- Depreciation
- $291,051
- Program services (functional)
- $7,984,023
- Management and general (functional)
- $992,923
Balance sheet and other
- Total assets, start of year
- $5,322,965
- Total assets, end of year
- $4,959,836
- Total liabilities, end of year
- $6,524,076
- Net assets, end of year
- -$1,564,240
- Land, buildings and equipment
- $1,660,271
- Net assets without donor restrictions
- -$1,564,240
- Gross receipts
- $7,428,228
- Employees
- 170
- Volunteers
- 6
- Year formed
- 1987
- State of legal domicile
- MN
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Zwiers | CEO (Until Dec 2024) Officer | 38 | $0 | $152,569 | $37,741 |
| Amy Nelson | Director of Nursing Highest-paid employee | 50 | $150,192 | $0 | $14,229 |
| Lisa Vogel | Adminstrator Highest-paid employee | 50 | $130,212 | $0 | $5,208 |
| Hallie Olson | RNUC Woodland May-Jun/LBRS Jul-Apr Highest-paid employee | 50 | $56,297 | $45,781 | $31,991 |
| Roberta Jordahl | RNUC Highest-paid employee | 40 | $100,901 | $0 | $12,928 |
| Heather Hickman | Executive Director (Beg Jan 2025) Officer | 50 | $79,079 | $0 | $0 |
| Leland Rogness | Chairman/President Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| Tom Moline | Vice Chairman Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| John Austin | Secretary/Treasurer Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| Paul Larson | Director Trustee or director | 0.8 | $0 | $0 | $0 |
| Gaylord Folder | Director Trustee or director | 0.8 | $0 | $0 | $0 |
| Kurt Fustol | Director Trustee or director | 0.8 | $0 | $0 | $0 |
990 for the year ended April 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Zwiers | CEO Officer | 15 | $122,383 | $41,858 | $34,728 |
| Amy Nelson | Asst DON/MDS Coordinator Highest-paid employee | 40 | $133,818 | $0 | $5,353 |
| Lisa Vogel | Adminstrator Highest-paid employee | 22 | $132,164 | $0 | $5,286 |
| Leland Rogness | Chairman/President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Tom Moline | Vice Chairman Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| John Austin | Secretary/Treasurer Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Paul Larson | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Gaylord Folder | Director Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Zwiers | CEO Officer | 15 | $168,010 | $0 | $31,246 |
| Hallie Olson | Assisted Living DON Highest-paid employee | 5 | $27,537 | $116,596 | $5,097 |
| Amy Nelson | Asst DON/MDS Coordinator Highest-paid employee | 40 | $114,047 | $0 | $4,551 |
| Lisa Vogel | Adminstrator Highest-paid employee | 22 | $57,275 | $54,414 | $4,478 |
| David Lilja | Controller (Until Jan 23) Officer | 20.9 | $44,043 | $42,645 | $3,731 |
| Leland Rogness | Chairman/President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Tom Moline | Vice Chairman Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| John Austin | Secretary Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Paul Larson | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Gaylord Folder | Director Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 824 S SHERIDAN ST, FERGUS FALLS, MN 56537-3022
- Principal officer (990 for 2024)
- Leland R Rogness, 824 South Sheridan Street, Fergus Falls, MN 56537
- Signed the 990
- Leland R Rogness, Chairman/President
- Phone
- (218) 998-1400
- Website
- lbhomes.org
- Return prepared by
- Eide Bailly LLP
Mission
To provide care and housing for the elderly and disabled.
Program accomplishments
- Nursing home and apartment rental for the elderly and disabled.,Expenses $7,984,023 · revenue $7,403,758
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 41-1597277
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1974
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Group exemption
- 8016: CHURCH OF THE LUTHERAN BRETHREN
- Assets (IRS master file)
- $4,959,836
- Income (IRS master file)
- $7,428,228
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $7,428,228 | $8,976,946 | $4,959,836 | XML |
| 990 | April 2024 | $8,939,146 | $7,592,073 | $5,322,965 | XML |
| 990 | April 2023 | $10,442,583 | $8,570,341 | $5,313,577 | XML |
| 990 | April 2022 | $8,961,799 | $9,249,422 | $3,530,379 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 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 41-1597277).
Questions about LUTHERAN BRETHREN RETIREMENT SERVICES INC
- What is the EIN of LUTHERAN BRETHREN RETIREMENT SERVICES INC?
- The employer identification number (EIN) of LUTHERAN BRETHREN RETIREMENT SERVICES INC is 41-1597277.
- Is LUTHERAN BRETHREN RETIREMENT SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Which annual return does LUTHERAN BRETHREN RETIREMENT SERVICES 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 BRETHREN RETIREMENT SERVICES INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN BRETHREN RETIREMENT SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of LUTHERAN BRETHREN RETIREMENT SERVICES INC?
- The 990 for the year ended April 30, 2025 names Leland R Rogness.
- Who are the officers and directors of LUTHERAN BRETHREN RETIREMENT SERVICES INC?
- The 990 for the year ended April 30, 2025 lists 12 people; 5 received compensation from the organization.
- How much revenue does LUTHERAN BRETHREN RETIREMENT SERVICES INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $7,428,228, expenses of $8,976,946 and total assets of $4,959,836 at year end.
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