Nonprofit screen
Screen a listLutheran Homes of Oconomowoc Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$27Mrevenue
FY2024 · +7% in 3 yrs547staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpending
Against similar nonprofits FY2024
Operating margin9.9%
Months of reserve5.3mo
Revenue growth (annualized)+3.6%
Middle half of peersMedianLutheran Homes of Oconomowoc
Where the money goes FY2024 · $24M spent
Programs$20M81%Management and general$4.6M19%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor1
Strong governance
13 of 13 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VI12funders
$34ka year, last 3 years
68%from its largest funder
Funder’17’18’19’20’21’22’23Roland G Balg Charitable TrustEvery year since FY2017$30k$20k$25k$22k$20k$25k$24kKellogg Family FoundationOn and off$100kDebbink Family Foundation IncSince FY2021$5k$5k$5kSTACKNER FAMILY FOUNDATION INC co KRISTIN A OCCHETTIStopped after FY2018$10k$5k–Thrivent Financial for LutheransOn and off$10kHerbert H Kohl Charities IncOn and off$600$300$300Donor-advised giftsDonors not disclosed$10k$133$10k$111$8k
FundedThrough a donor-advised fundStopped