Nonprofit · EIN 42-0698201
LUTHERAN HOMES SOCIETY
Tax-exempt · MUSCATINE, IA 52761
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,608,693 | $18,023,857 | -$1,415,164 | $29,346,396 | $14,557,953 | $14,788,443 |
| December 31, 2023 | 990 | $17,041,219 | $17,177,862 | -$136,643 | $30,397,430 | $14,452,595 | $15,944,835 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $131,843
- Program service revenue
- $15,964,567
- Investment income
- $402,902
- Net rental income
- $109,381
- Net gain from sales of assets
- $9,000
- Other revenue
- $109,381
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $142,692
- Other salaries and wages
- $7,759,547
- Salaries, compensation and benefits (total)
- $8,930,260
- Professional fundraising fees
- $0
- Occupancy
- $698,923
- Depreciation
- $992,910
- Program services (functional)
- $15,630,498
- Management and general (functional)
- $2,393,359
Balance sheet and other
- Total assets, start of year
- $30,397,430
- Total assets, end of year
- $29,346,396
- Total liabilities, end of year
- $14,557,953
- Net assets, end of year
- $14,788,443
- Land, buildings and equipment
- $17,766,059
- Net assets without donor restrictions
- $13,203,898
- Net assets with donor restrictions
- $1,584,545
- Gross receipts
- $16,608,693
- Employees
- 327
- Volunteers
- 2
- Year formed
- 1895
- State of legal domicile
- IA
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 | Other / benefits |
|---|---|---|---|---|
| NORMA ENGLER | CNA Highest-paid employee | 40 | $161,575 | $10,303 |
| ROBERTA WEBSTER | DON Highest-paid employee | 40 | $103,601 | $24,588 |
| PRISCIALLA REYES | LPN Highest-paid employee | 40 | $104,700 | $11,993 |
| CHRIS SCHULZ | INTERIM EXEC Officer | 40 | $112,000 | $0 |
| ANDREW HARRIS | EXECUTIVE DI Officer | 40 | $30,692 | $0 |
| PEGGY STARKWEATHER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN EVERSMEYER | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| MEGAN FRANCIS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN BURZLAFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSA MENDOZA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICKI BECKEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TYLER BAARS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA RUESSWIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NORMA ENGLER | CNA Highest-paid employee | 40 | $180,959 | $22,178 |
| RIZZA LEE | RN Highest-paid employee | 40 | $155,181 | $0 |
| ANGELA SILVA | CULINARY DIR Highest-paid employee | 40 | $109,729 | $11,772 |
| ANA VALDES ROMERA | LPN Highest-paid employee | 40 | $107,158 | $10,654 |
| PRISCIALLA REYES | LPN Highest-paid employee | 40 | $101,576 | $11,865 |
| JESSICA BOPES | EXECUTIVE DI Officer | 40 | $83,227 | $10,793 |
| VICKI BECKEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN BURZLAFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN EVERSMEYER | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| MEGAN FRANCIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE HANSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ROSA MENDOZA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDY OLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PEGGY STARKWEATHER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DALE WILDER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2421 LUTHERAN DR, MUSCATINE, IA 52761-9382
- In care of
- % AMBER ROGOTZKE
- Principal officer (990 for 2024)
- PEGGY STARKWEATHER, 2421 LUTHERAN DRIVE, MUSCATINE, IA 52761
- Signed the 990
- PEGGY STARKWEATHER, PRESIDENT
- Phone
- (563) 263-1241
- Website
- WWW.LUTHERAN-HOMES.ORG
- Return prepared by
- RYUN GIVENS & COMPANY PC
Mission
THE MISSION OF LUTHERAN HOMES SOCIETY IS TO PROVIDE COMPASSIONATE CHRISTIAN MINISTRY, ADDRESSING INDIVIDUAL HEALTH CARE NEEDS OF ITS RESIDENT COMMUNITY.
Program accomplishments
- PROVIDES NURSING CARE TO ELDERLY CITIZENS OF THE AREA INCLUDING A LICENSED NURSING FACILITY, ASSISTED LIVING UNITS AND INDEPENDENT LIVING UNITSExpenses $15,630,498 · revenue $15,964,567
What it must file and when
IRS records say it files Not required (religious organization). 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
- 42-0698201
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Not required (religious organization)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $29,346,396
- Income (IRS master file)
- $16,608,693
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,608,693 | $18,023,857 | $29,346,396 | XML |
| 990 | December 2023 | $17,041,219 | $17,177,862 | $30,397,430 | XML |
| 990 | December 2022 | $15,005,321 | $15,992,170 | $30,402,427 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 42-0698201).
Questions about LUTHERAN HOMES SOCIETY
- What is the EIN of LUTHERAN HOMES SOCIETY?
- The employer identification number (EIN) of LUTHERAN HOMES SOCIETY is 42-0698201.
- Is LUTHERAN HOMES SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Which annual return does LUTHERAN HOMES SOCIETY file?
- Form Not required (religious organization).
- When is the next return of LUTHERAN HOMES SOCIETY 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 SOCIETY 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 SOCIETY?
- The 990 for the year ended December 31, 2024 names PEGGY STARKWEATHER.
- Who are the officers and directors of LUTHERAN HOMES SOCIETY?
- The 990 for the year ended December 31, 2024 lists 14 people; 5 received compensation from the organization, the highest $161,575 (NORMA ENGLER, CNA).
- How much revenue does LUTHERAN HOMES SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,608,693, expenses of $18,023,857 and total assets of $29,346,396 at year end.
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