Lincoln Lutheran Charitable Trust Inc: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Lincoln Lutheran Charitable Trust Inc (EIN 39-1316328)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-07
- IRS object ID
- 201222209349300217
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-07T09:46:42-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391316328 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lincoln Lutheran Charitable Trust Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LINC | NameControl |
| Phone | 2626330500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 Domanik Drive | AddressLine1 |
| City | Racine | City |
| State | WI | State |
| ZIP Code | 53404 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rick Bova | Name |
| Title | CFO | Title |
| Date Signed | 2012-08-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F RICHARD BOVA JR | Name |
| Phone | 2628982701 | Phone |
| Date Prepared | 2012-08-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Danie Risch CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 Domanik Drive | AddressLine1 |
| City | Racine | City |
| State | WI | State |
| ZIP Code | 53404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 39023 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lincolnlutheran.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | The Lincoln Lutheran Charitable Trusts sole purpose is to receive, manage and disburse funds for Lincoln Lutheran of Racine and its affiliated corporations supporting their operational and mission needs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11694 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19770 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 196900 | InvestmentIncomePriorYear |
| Investment Income Current Year | -58904 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2690 | OtherRevenuePriorYear |
| Other Revenue Current Year | 111 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 211284 | TotalRevenuePriorYear |
| Total Revenue Current Year | -39023 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 100000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 729490 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25890 | OtherExpensePriorYear |
| Other Expenses Current Year | 24662 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 125890 | TotalExpensesPriorYear |
| Total Expenses Current Year | 754152 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 85394 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -793175 | RevenuesLessExpensesCY |
| Total Assets BOY | 2295656 | TotalAssetsBOY |
| Total Assets EOY | 1480398 | TotalAssetsEOY |
| Total Liabilities BOY | 22804 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 721 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2272852 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1479677 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Lincoln Lutheran Charitable Trusts sole purpose is to receive, manage and disburse funds for Lincoln Lutheran of Racine and its affiliated corporations supporting their operational and mission needs. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 729490 | Expense |
| Grants | 729490 | Grants |
| Description | Support of Agency Advancement program for Lincoln Lutheran of Racine and additional support for all Lincoln Lutheran organizations. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17253 | Expense |
| Description | Investment expense related to donations invested for Lincoln Lutheran of Racine and its affiliates. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7409 | Expense |
| Description | Accounting, insurance, and miscellaneous expense for the organization. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 754152 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lincoln Lutheran of Racine Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2626330500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 Domanik Drive | AddressLine1 |
| City | Racine | City |
| State | WI | State |
| ZIP Code | 53404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|---|
| Daniel Risch | ||||||||
| CEO | 001.00 | X | X | X | X | 0 | 180050 | 31531 |
| Christopher Leberfing | ||||||||
| Director | 001.00 | X | 0 | 0 | 0 | |||
| Pete Ciaramita | ||||||||
| Chairman | 001.00 | X | X | 0 | 0 | 0 | ||
| Dave Titus | ||||||||
| Director | 001.00 | X | 0 | 0 | 0 | |||
| Katherine Bach | ||||||||
| Director | 001.00 | X | 0 | 0 | 0 | |||
| Marge Kozina | ||||||||
| Director | 001.00 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 180050 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31531 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 19770 | AllOtherContributions |
| Total Contributions | 19770 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -58904 | TotalRevenueColumn |
| Related Or Exempt Function Income | -58904 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 111 | TotalRevenueColumn |
| Related Or Exempt Function Income | 111 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 111 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -39023 | TotalRevenueColumn |
| Related Or Exempt Function Income | -58793 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729490 | Total |
| Program Services | 729490 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5997 | Total |
| Program Services | 5997 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17253 | Total |
| Program Services | 17253 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200 | Total |
| Program Services | 1200 | ProgramServices |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212 | Total |
| Program Services | 212 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 754152 | Total |
| Program Services | 754152 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45391 | BOY |
| EOY | 14267 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1217 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 400 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2246799 | BOY |
| EOY | 1464916 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1849 | BOY |
| EOY | 815 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2295656 | BOY |
| EOY | 1480398 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22804 | BOY |
| EOY | 721 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22804 | BOY |
| EOY | 721 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2272852 | BOY |
| EOY | 1479677 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2272852 | BOY |
| EOY | 1479677 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2295656 | BOY |
| EOY | 1480398 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -793175 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | true | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lincoln Lutheran of Racine Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390874802 | EIN |
| Type Of Organization | 1 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $729,490 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 729490 | SumOfAmounts |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
| Total Revenue | -39023 | TotalRevenue |
| Total Expenses | 754152 | TotalExpenses |
| Excess Or Deficit For Year | -793175 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -793175 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -39023 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | -39023 | RevenueSubtotal |
| Total Revenue Per Form990 | -39023 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 754152 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 754152 | ExpensesSubtotal |
| Total Expenses Per Form990 | 754152 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lincoln Lutheran Of Racine | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 Domanik Drive | AddressLine1 |
| City | Racine | City |
| State | WI | State |
| ZIP Code | 53404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 390874802 | EINOfRecipient |
| IRC Section | 501c3 | IRCSection |
| Amount Of Cash Grant | 729490 | AmountOfCashGrant |
| Purpose Of Grant | Support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Daniel Risch | NamePerson |
| Comp Based On Related Orgs | 178506 | CompBasedOnRelatedOrgs |
| Bonus Related Orgs | 11 | BonusRelatedOrgs |
| Other Compensation Related Orgs | 1534 | OtherCompensationRelatedOrgs |
| Deferred Comp Related Orgs | 15504 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Related Orgs | 16027 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Related Orgs | 211582 | TotalCompensationRelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 7a | Describe who may elect members of the governing body - The Board of Directors elect other members to the board. |
| Form 990 Part VI | 11a | Describe the review process of the 990 - The 990 tax returns are given to the Board of Directors once completed. |
| Form 990 Part VI | 12c | Describe how the organization monitors the compliance policy - The organization performs reviews to ensure compliance. |
| Form 990 Part VI | 15a and 15b | Description of process for determining compensation - The organization does not have any employees so this is not applicable. |
| Form 990 Part VI | 18 and 19 | Description for making documents public - The organization has this information available upon request. |
| Form 990 Part VII | B | Daniel Rischs hours primarily relate to the related organization Lincoln Lutheran of Racine, Inc. He only spends about less then 1 hour per week related to the Lincoln Lutheran Charitable Trust organization. |
| Form 990 Part VII | e | Describe reasonable efforts for information in e reportable compensation - Information was taken from W-2 of related organization. |
| Form 990 Part VI Line 7a Describe who may elect members of the governing body - The Board of Directors elect other members to the board. Form 990 Part VI Line 11a Describe the review process of the 990 - The 990 tax returns are given to the Board of Directors once completed. Form 990 Part VI Line 12c Describe how the organization monitors the compliance policy - The organization performs reviews to ensure compliance. Form 990 Part VI Line 15a and 15b Description of process for determining compensation - The organization does not have any employees so this is not applicable. Form 990 Part VI Line 18 and 19 Description for making documents public - The organization has this information available upon request. Form 990 Part VII Section A Line B Daniel Rischs hours primarily relate to the related organization Lincoln Lutheran of Racine, Inc. He only spends about less then 1 hour per week related to the Lincoln Lutheran Charitable Trust organization. Form 990 Part VII Section A Line e Describe reasonable efforts for information in e reportable compensation - Information was taken from W-2 of related organization. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Atrium of Racine Inc | |||||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 391615970 | Independent and Assisted Living | WI | 501c3 | 9 | Lincoln Lutheran of Racine Inc | false | |
| Lincoln Lutheran of Racine Inc | |||||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 390874802 | Senior Services | WI | 501c3 | 1 | false | N/A | |
| Lincoln Villas North Inc | |||||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 391363010 | Low Income Housing | WI | 501c3 | 9 | Lincoln Lutheran of Racine Inc | false | |
| Trinity Terrace Inc | |||||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 391667734 | Low Income Housing | WI | 501c3 | 9 | Lincoln Lutheran of Racine Inc | false | |
| Lincoln Lutheran Community Care Corp | |||||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 391674718 | Nursing Home | WI | 501c3 | 9 | Lincoln Lutheran of Racine Inc | false | |
| Siena on the Lake | |||||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 452814682 | Senior Services | WI | 501c3 | 9 | Lincoln Lutheran of Racine Inc | false | |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|
| Lincoln Manor Redevelopment | |||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 203503259 | Low Income Housing | WI | Red Capital | false | false |
| LVR Developer | |||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 800553461 | Development Company | WI | Lincoln Lutheran of Racine | false | false |
| Lincoln Danish Home | |||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 800451348 | Elderly Housing | WI | Lincoln Lutheran of Racine | false | false |
| Lincoln Villas Redevelopment | |||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 383781716 | Low Income Housing | WI | Lincoln Lutheran of Racine | false | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| LMR Managing Member | ||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 203502780 | Managing Member | WI | Lincoln Lutheran of Racine | C Corp |
| Lincoln Investment Corporation | ||||||||
| 2000 Domanik Drive | Racine | WI | 53404 | 861156054 | Real Estate Development | WI | Lincoln Lutheran of Racince | C Corp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lincoln Lutheran of Racine Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionType |
| Amount Involved | 729490 | AmountInvolved |
| Method Of Amt Determination | Cash Transfer | MethodOfAmtDetermination |
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