Nonprofit · EIN 42-0807185
LUTHERAN RETIREMENT HOME INC
Tax-exempt · NORTHWOOD, IA 50459
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,427,650 | $5,937,723 | -$510,073 | $6,100,669 | $1,118,760 | $4,981,909 |
| December 31, 2024 | 990 | $5,016,867 | $5,945,870 | -$929,003 | $6,816,326 | $1,346,390 | $5,469,936 |
| December 31, 2023 | 990 | $4,874,775 | $5,393,697 | -$518,922 | $7,773,101 | $1,366,416 | $6,406,685 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $57,342
- Program service revenue
- $5,320,193
- Investment income
- $50,115
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $81,249
- Other salaries and wages
- $2,536,939
- Salaries, compensation and benefits (total)
- $3,697,465
- Professional fundraising fees
- $0
- Legal fees
- $8,669
- Accounting fees
- $37,817
- Occupancy
- $526,235
- Travel
- $2,098
- Depreciation
- $287,978
- Program services (functional)
- $5,020,580
- Management and general (functional)
- $917,143
Balance sheet and other
- Total assets, start of year
- $6,816,326
- Total assets, end of year
- $6,100,669
- Total liabilities, end of year
- $1,118,760
- Net assets, end of year
- $4,981,909
- Land, buildings and equipment
- $3,963,025
- Publicly traded securities
- $423,585
- Net assets without donor restrictions
- $4,981,909
- Gross receipts
- $5,427,650
- Employees
- 104
- Volunteers
- 6
- Year formed
- 1956
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARINA WINTER | ADMINISTRATOR Officer | 40 | $81,249 |
| BRIAN NELSON | PRESIDENT Trustee or director, Officer | 1.5 | $0 |
| PETER JULSETH | VICE PRESIDENT Trustee or director, Officer | 1.5 | $0 |
| LYNN DAVIS | TREASURER Trustee or director, Officer | 1.5 | $0 |
| JERRY BRUNSVOLD | DIRECTOR Trustee or director | 1.5 | $0 |
| MARI ANN KRONEMAN | DIRECTOR Trustee or director | 1.5 | $0 |
| CAROLYN LOFTAAS | DIRECTOR Trustee or director | 1.5 | $0 |
| TIM KNUTSON | DIRECTOR Trustee or director | 1.5 | $0 |
| JOSH STEINBERG | DIRECTOR Trustee or director | 1.5 | $0 |
| KEVIN BIDNE | DIRECTOR Trustee or director | 1.5 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT KESSLER | ADMINISTRATOR - PART YEAR Officer | 40 | $75,000 | $30,711 |
| SHARINA WINTER | ADMINISTRATOR Officer | 40 | $8,654 | $0 |
| BRIAN NELSON | PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 |
| PETER JULSETH | VICE PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 |
| LYNN DAVIS | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| JERRY BRUNSVOLD | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JEFF LEEAR | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MARI ANN KRONEMAN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| CAROLYN LOFTAAS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| TIM KNUTSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOSH STEINBERG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT KESSLER | ADMINISTRATI Officer | 40 | $20,075 |
| JERRY BRUNSVOLD | BOARD PRESID Trustee or director, Officer | 1.5 | $0 |
| RON CHRISTIANSON | VICE PRESIDE Trustee or director, Officer | 1.5 | $0 |
| LYNN DAVIS | TREASURER Trustee or director, Officer | 1.5 | $0 |
| PETER JULSETH | DIRECTOR Trustee or director | 1.5 | $0 |
| MARI ANN KRONEMAN | DIRECTOR Trustee or director | 1.5 | $0 |
| CAROLYN LOFTAAS | DIRECTOR Trustee or director | 1.5 | $0 |
| JODY MORETZ | DIRECTOR Trustee or director | 1.5 | $0 |
| BRIAN NELSON | DIRECTOR Trustee or director | 1.5 | $0 |
| JOSH STEINBERG | DIRECTOR Trustee or director | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 701 9TH ST N, NORTHWOOD, IA 50459-1093
- Principal officer (990 for 2025)
- BRIAN NELSON, 701 9TH STREET NORTH, NORTHWOOD, IA 50459
- Signed the 990
- ASHLEY SMITH, ADMINISTRATOR
- Phone
- (641) 324-1712
- Website
- WWW.NORTHWOODLRH.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
LUTHERAN RETIREMENT HOME IS A CHRISTIAN BASED CONTINUUM OF SERVICE ENRICHING LIVES BY PROVIDING CARE AND COMPASSION TO OUR RESIDENTS AND OUR COMMUNITIES.
Program accomplishments
- LUTHERAN RETIREMENT HOME PROVIDES SKILLED, INTERMEDIATE LEVELS OF CARE, AND ASSISTED LIVING FOR THE ELDERLY AND DISABLED PEOPLE IN THE NURSING HOME, AND LEASE APARTMENTS TO THE ELDERLY.Expenses $5,020,580 · revenue $5,320,193
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
- 42-0807185
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $6,100,669
- Income (IRS master file)
- $5,427,650
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,427,650 | $5,937,723 | $6,100,669 | XML |
| 990 | December 2024 | $5,016,867 | $5,945,870 | $6,816,326 | XML |
| 990 | December 2023 | $4,874,775 | $5,393,697 | $7,773,101 | XML |
| 990 | December 2022 | $3,676,921 | $4,811,026 | $8,030,475 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | 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 42-0807185).
Questions about LUTHERAN RETIREMENT HOME INC
- What is the EIN of LUTHERAN RETIREMENT HOME INC?
- The employer identification number (EIN) of LUTHERAN RETIREMENT HOME INC is 42-0807185.
- Is LUTHERAN RETIREMENT HOME INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Which annual return does LUTHERAN RETIREMENT HOME 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 RETIREMENT HOME 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 RETIREMENT HOME 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 RETIREMENT HOME INC?
- The 990 for the year ended December 31, 2025 names BRIAN NELSON.
- Who are the officers and directors of LUTHERAN RETIREMENT HOME INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $81,249 (SHARINA WINTER, ADMINISTRATOR).
- How much revenue does LUTHERAN RETIREMENT HOME INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,427,650, expenses of $5,937,723 and total assets of $6,100,669 at year end.
Other nonprofits in NORTHWOOD
- WORTH COUNTY DEVELOPMENT AUTHORITY EIN 91-2198028 · last filed 990 for 2025
- TOP OF IOWA WELCOME CENTER EIN 42-1406397 · last filed 990 for 2024
- NORTHWOOD VOLUNTEER FIRE DEPARTMENT EIN 47-3905335 · last filed 990 for 2025
- THE WATCHMAN INTERNATIONAL INC EIN 64-0849142 · last filed 990 for 2024
- TUNE INC EIN 42-1124759 · last filed 990 for 2026
- SIDNEY A SWENSRUD SCHOLARSHIP FUND EIN 42-6061933 · last filed 990-PF for 2025
- WORTH COUNTY FAIR SOCIETY EIN 42-0609803 · last filed 990 for 2025
- IOWA FARM BUREAU FEDERATION EIN 42-0686470 · last filed 990 for 2024