Linwood Community

Legal name: Fox Valley Lutheran Homes Inc

Nonprofit profile at a glance

EIN
391793379
IRS 990 coverage
2013–2014
Official website data refreshed
Sep 2026
Forms available
Form 990 2014
Location
Appleton, WI, USA
Phone
920-734-7225
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Affiliation
Christianity

Official website

Reported finances

Revenue
$368,888
Expenses
$426,504
Assets
$2,053,048
Liabilities
$1,276,410

Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

16 people listed

Highest reported compensation

  • Don Monson (Treasurer): $1,938 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide a Faith-based, Inclusive, and Safe Independent Living Experience for Moderate Income Adults (ages 62+). Statement To provide a Faith-based, Inclusive, and Safe Independent Living Experience. If you have a skill, talent or gift to share please contact us. We endeavor to match your skills to enhance the Ministry and Mission of Linwood Community. You may possess a talent which creates a new program or service for our tenants. You can make a difference. Ready to volunteer? Click here! Thank you to the following individuals and organizations who have shared gifts and talents to support our ministry:.

What it reported doing in 2014

Operation of senior citizen housing complex serving low/middle income elderly with care coordination by an on-site Registered Nurse and counseling (approximately 70 residents and caregivers)

Operating model

Revenue model
Other-operating. 81% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 90
  • Accountability: 69
  • Sustainability: 37
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -15.6%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 4.81; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0.62; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0.5%; rating input score 45; 45th percentile among comparable filings

Growth

  • Program expense growth: 0.6% per year; rating input score 100; 45th percentile among comparable filings
  • Revenue growth: -1.6% per year; rating input score 0; 30th percentile among comparable filings
  • Asset growth: -5.1% per year; rating input score 0; 21st percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: 16 of 16 board members independent · 2 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $427K in reported program spending
  • Leadership: top reported pay $2K · 16 people listed
  • Consistency: 23 of 23 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2013 to 2014
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 5 of 7 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 15/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • Moderate — Sustainability: Officer compensation ratio scored 45/100.