Wisconsin Lutheran Retirement Community Inc

Private foundation · Grantmaker Germantown, WI EIN: 39-1392252

Wisconsin Lutheran Retirement Community Inc is a private foundation focused on Housing & Shelter, based in Germantown, WI. IRS filing data is available from 2019 through 2021. In 2021, it awarded 1 grant totaling $21K.

Key facts about Wisconsin Lutheran Retirement Community Inc

In short: Wisconsin Lutheran Retirement Community Inc gave $21K across 1 grant in 2021 (avg $21K), mostly in Wisconsin. Source: 2021 IRS Form 990-PF.

EIN
39-1392252
Latest 990 filing
Form 990-PF, 2021
Annual giving (2021)
$20,528
Grants made (2021)
1
Average grant
$20,528
Median grant
$20,528
Primary geography
Wisconsin (100% of itemized 2021 grant dollars)

Data from IRS Form 990-PF, 2021; updated September 2026.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$21K

Grant Count

1

Avg Grant Size

$21K

Under IRS private-foundation payout rules, Wisconsin Lutheran Retirement Community Inc reported a distributable amount of $693 for 2021 — the minimum it must pay out in qualifying distributions.

How Wisconsin Lutheran Retirement Community Inc gives

  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990 filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2021 grant dollars on its one itemized grant.

States

Cities

Germantown

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants2019 0 grants2020 1 grant2021

In 2021 it made 1 grant totaling $21K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2021

Wisconsin Lutheran Child & Family Services Inc: $21KWisconsin Lutheran Child &Family Services Inc$21K

The largest 2021 recipient was Wisconsin Lutheran Child & Family Services Inc ($21K).

Grant Size Distribution

1 grant across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Wisconsin Lutheran Child & Family Services Inc Germantown, WIWisconsin lutheran retirement services is dissolving at the end of 2021 and donating the remainder of the cash in its bank account to Wisconsin lutheran child & family services.$20,528

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2019 2020 2021
Metric202120202019
Total Assets—$21,525$30,158
Revenue$1,157$361$312,493
Expenses$22,682$8,994$1,556,869
Qualifying Distributions$20,528——
Net Investment Income——$312,493
Distributable Amount$693$833—

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
  3. IRS filings on file for fiscal years 2019–2021

Leadership & Key People

Officers and directors from IRS filings

Wisconsin Lutheran Retirement Community Inc is led by Brad Michel, President since 2020 (on filings since 2019); none of the 9 officers listed in 2021 report compensation.

Officers on the 2021 filing

  • Brad Michel

    President

    Director → President, 2020

    On filings since 2019

    No compensation reported

  • Rod Winter

    Director

    On filings since 2019

    No compensation reported

  • Bob Turney

    Director

    On filings since 2020

    No compensation reported

  • Pastor James Buske

    Director

    On filings since 2020

    No compensation reported

  • Pastor Jeremy Mattek

    Director

    On filings since 2020

    No compensation reported

  • Shawn Sprewer

    Director

    On filings since 2020

    No compensation reported

  • Andy Ott

    Treasurer

    Director → Treasurer, 2020

    On filings since 2019

    No compensation reported

  • David Fritsch

    Secretary

    Director → Secretary, 2020

    On filings since 2019

    No compensation reported

  • Matt Burrow

    Vice President

    On filings since 2019

    No compensation reported

Former officers (5)
  • Former: Jody Hansen (2019) — Director
  • Former: Kurt Ebert (2019) — Director
  • Former: Mark Henke (2019) — Director
  • Former: Pastor James Kleist (2019) — President
  • Former: Thomas Schermerhorn (2019) — Director

Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Wisconsin Lutheran Retirement Community Inc

How much does Wisconsin Lutheran Retirement Community Inc give each year?

Wisconsin Lutheran Retirement Community Inc gave $21K across 1 grant in 2021, according to its 2021 IRS Form 990-PF.

What is Wisconsin Lutheran Retirement Community Inc?

Wisconsin Lutheran Retirement Community Inc is a private foundation focused on Housing & Shelter, based in Germantown, WI.

Where does Wisconsin Lutheran Retirement Community Inc operate?

Wisconsin Lutheran Retirement Community Inc has awarded grants in Wisconsin.

How much is Wisconsin Lutheran Retirement Community Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Wisconsin Lutheran Retirement Community Inc reported a distributable amount of $693 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wisconsin Lutheran Retirement Community Inc's EIN?

Wisconsin Lutheran Retirement Community Inc's EIN (Employer Identification Number) is 39-1392252. IRS Form 990 filing data is available on this page for 2019–2021.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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