GRACE LUTHERAN FOUNDATION INC

EIN: 396040444 501(c)(3) Health Care

EAU CLAIRE, WI

Total Revenue
$18,510,931
Total Expenses
$19,525,221
Total Assets
$29,481,128
Net Assets
$12,037,904
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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
WI
Principal Officer
AMY DUHR
Phone
7158323003
Tax Period
2023-01-01 to 2023-12-31

GRACE LUTHERAN FOUNDATION INC, founded in 1961, is a mid-sized nonprofit in the Health Care sector that reported $18.5M in total revenue in fiscal year 2023.

Mission

THE MSSION OF GRACE LUTHERAN FOUNDATION, INC., AS A COMPLIMENTARY ARM OF GRACE LUTHERAN CHUCH, IS TO RESPOND TO THE SPIRITUAL, PHYSICAL, AND SOCIAL NEEDS OF THE PEOPLE IN ORDER TO ENHANCE HUMAN DIGNITY AND GROWTH BY PROVIDING HIGH QUALITY CHIRSTIAN-BASED SERVICE.

Program Service Accomplishments

Program 1
Expenses: $7,419,194 Revenue: $8,886,774

GRACE LUTHERAN FOUNDATION, INC. PROVIDES SKILLED NURSING SERVICES FOR THOSE IN NEED UNDER ITS FAITH-BASED PLAN OF CARE PROGRAMS AT GRACE RIVER PINES IN EAU CLAIRE, WISCONSIN. GRACE RIVER PINES IS A...

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GRACE LUTHERAN FOUNDATION, INC. PROVIDES SKILLED NURSING SERVICES FOR THOSE IN NEED UNDER ITS FAITH-BASED PLAN OF CARE PROGRAMS AT GRACE RIVER PINES IN EAU CLAIRE, WISCONSIN. GRACE RIVER PINES IS A 50-BED SKILLED NURSING FACILITY THAT PROVIDED 16,284 DAYS OF PATIENT CARE IN 2023. THE NURSING HOME OFFERS SKILLED NURSING, IV THERAPY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, AND MEDICATION MANAGEMENT AMONG THEIR MANY PROGRAMS AND SERVICES. IT OFFERS SERVICES FOR BOTH SHORT-TERM REHABILITATION AND LONG-TERM CARE OPTIONS FOR RESIDENTS DEPENDING UPON THEIR NEEDS. RECREATIONAL ACTIVITIES ARE ALSO PROVIDED TO RESIDENTS TO OFFER AN ENJOYABLE ATMOSPHERE WHILE CARE IS MONITORED BY TRAINED PROFESSIONALS. THE MAJORITY OF THE RESIDENTS RECEIVE ASSISTANCE UNDER THE WISCONSIN MEDICAID PROGRAM.

Program 2
Expenses: $7,885,941 Revenue: $5,285,931

GRACE LUTHERAN FOUNDATION, INC. PROVIDES ASSISTED LIVING SERVICES IN TWO TYPES OF CERTIFIED FACILITIES, COMMUNITY BASED RESIDENTIAL FACILITIES (CBRF) AND RESIDENTIAL CARE APARTMENT COMPLEXES (RCAC)...

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GRACE LUTHERAN FOUNDATION, INC. PROVIDES ASSISTED LIVING SERVICES IN TWO TYPES OF CERTIFIED FACILITIES, COMMUNITY BASED RESIDENTIAL FACILITIES (CBRF) AND RESIDENTIAL CARE APARTMENT COMPLEXES (RCAC). THE FOUNDATION OPERATES GRACE EDGEWOOD (1,549 DAYS OF PATIENT CARE), PRAIRIE POINTE (1,163 DAYS OF PATIENT CARE) AND WILLOWBROOK (905 DAYS OF PATIENT CARE) ASSISTED LIVING APARTMENTS IN EAU CLAIRE, WISCONSIN WHICH COMBINE INDEPENDENT LIVING WITH THE CONVENIENCE OF MONITORED ASSISTED LIVING CARE PLANS TO OFFER RESIDENTS THE OPTION OF LIVING INDEPENDENTLY WHILE AT THE SAME TIME HAVING THE COMFORT OF KNOWING THAT ADDITIONAL CARE IS AVAILABLE AS NEEDED. SERVICES OFFERED AT THESE FACILITIES INCLUDE HOUSEKEEPING, LAUNDRY, NURSING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, DIETARY SERVICES, MEDICATION MANAGEMENT, AND OTHER NURSING SUPERVISION AND CARE SERVICES. A LARGE PORTION OF THE FACILITIES' RESIDENTS RECEIVE SERVICES UNDER THE FAMILY CARE PROGRAM AS A PART OF WISCONSIN MEDICAID.

Program 3
Expenses: $601,370 Revenue: $625,823

GRACE LUTHERAN FOUNDATION, INC. PROVIDES ADULT DAY CARE SERVICES FOR THE CONVENIENCE OF OUTPATIENT CARE IN CHIPPEWA FALLS, WISCONSIN. A LARGE PORTION OF THE SERVICES ARE PROVIDED UNDER COUNTY AND...

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GRACE LUTHERAN FOUNDATION, INC. PROVIDES ADULT DAY CARE SERVICES FOR THE CONVENIENCE OF OUTPATIENT CARE IN CHIPPEWA FALLS, WISCONSIN. A LARGE PORTION OF THE SERVICES ARE PROVIDED UNDER COUNTY AND STATE OF WISCONSIN COMMUNITY OPTIONS PROGRAMS FUNDING ASSISTANCE.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $50,955
Program Service Revenue $18,146,339
Investment Income $39,208
Other Revenue $274,429
TOTAL REVENUE $18,510,931

Expense Breakdown

Grants Paid $44,453
Salaries & Benefits $9,734,402
Fundraising Expenses $0
Program Expenses $16,356,076
Other Expenses $9,746,366
TOTAL EXPENSES $19,525,221

Year-over-Year Comparison

2023 2022 Change
Revenue $18,510,931 $18,030,572 +0.0%
Expenses $19,525,221 $17,496,422 +0.1%
Net Income $-1,014,290 $534,150 -2.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
467
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$410,803
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL LOKKEN PRESIDENT 1.00
Officer Director
$0 $0 $0
JAN ADAMS SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
DALE REID VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
BOB KEIN BOARD MEMBER 1.00
Director
$0 $0 $0
BARB RADTKE BOARD MEMBER 1.00
Director
$0 $0 $0
GLORIA MITTELSTADT BOARD MEMBER 1.00
Director
$0 $0 $0
SUZETTE PELTIER BOARD MEMBER 1.00
Director
$0 $0 $0
KEN ZIEHR BOARD MEMBER 1.00
Director
$0 $0 $0
PASTOR PHILIP RUGE-JONES BOARD MEMBER 1.00
Director
$0 $0 $0
ALAN BOYES SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
BARB EIDAHL CHURCH COUNCIL PRESIDENT 1.50
Officer Director
$0 $0 $0
ARTHUR GROTHE BOARD MEMBER 1.00
Director
$0 $0 $0
AMY DUHR CEO 40.00
Officer
$219,132 $30,253 $249,385
JAMIE LARSON COO 40.00
Officer
$128,303 $33,115 $161,418
LINDA JOHNSON FINANCE DIRECTOR 40.00
Highest
$105,025 $0 $105,025
JENNIFER COHEN ADMINISTRATOR 40.00
Highest
$101,160 $8,093 $109,253
VICKI MIDDLETON NURSING MANAGER 40.00
Highest
$114,740 $14,103 $128,843
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $18,510,931 $19,525,221 $29,481,128 $-1,014,290
2022 $18,030,572 $17,496,422 $31,199,089 $534,150
2021 $21,213,136 $20,142,283 $31,361,172 $1,070,853
2020 $25,987,857 $26,464,401 $34,935,456 $-476,544
2019 $27,064,846 $27,107,051 $33,998,468 $-42,205
2018 $27,595,744 $27,401,037 $34,743,245 $194,707
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