LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN (EIN 39-0816846)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349306804
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T14:11:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390816846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SOCIAL SERVICES OF WISCONSIN | BusinessNameLine1Txt |
| Business Name Line2 | AND UPPER MICHIGAN INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 4142462300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 W WASHINGTON STREET 2275 | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HECTOR COLON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4142462300 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HECTOR COLON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 W WASHINGTON STREET 2275 | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $81,413,518 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LSSWIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1882 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDER OF HEALTH AND HUMAN SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 1021 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,171,551 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,198,783 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $58,805,603 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,082,519 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,211,587 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,369,443 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,158,978 | PYOtherRevenueAmt |
| CY Other Revenue | $2,455,104 | CYOtherRevenueAmt |
| PY Total Revenue | $68,347,719 | PYTotalRevenueAmt |
| CY Total Revenue | $73,105,849 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,703,722 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,221,867 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,537,553 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,750,302 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,082,291 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,308,868 | PYOtherExpensesAmt |
| CY Other Expenses | $14,936,466 | CYOtherExpensesAmt |
| PY Total Expenses | $63,550,143 | PYTotalExpensesAmt |
| CY Total Expenses | $69,908,635 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,797,576 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,197,214 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $100,934,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,784,494 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,830,403 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,128,281 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,103,819 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,656,213 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ACT COMPASSIONATELY. SERVE HUMBLY. LEAD COURAGEOUSLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,253,402 | ExpenseAmt |
| Grant | $1,504,949 | GrantAmt |
| Revenue | $32,140,233 | RevenueAmt |
| Desc | COMMUNITY BASED-SERVICES INCLUDE MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT, SKILL BUILDING AND CARE COORDINATION. SPECIFIC SERVICES IN ADOPTION, FOSTER CARE, EARLY CHILDHOOD DEVELOPMENT, SCHOOL BASED MENTAL HEALTH, IN HOME THERAPY FOR CHILDREN, ADULTS AND FAMILIES, SUBSTANCE USE OUTPATIENT TREATMENT AND RESOURCE CENTERS FOR PERSONS WITH MENTAL ILLNESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,218,651 | ExpenseAmt |
| Grant | $1,703,926 | GrantAmt |
| Revenue | $14,816,317 | RevenueAmt |
| Desc | HOUSING AND YOUTH RESIDENTIAL-SERVICES INCLUDE HUD AND TAX CREDIT AFFORDABLE HOUSING,YOUTH RESIDENTIAL TREATMENT CENTER, TRANSITIONAL LIVING SITES FOR VETERANS, HOMELESS SERVICES INCLUDING TENANT RENTAL ASSISTANCE AND SERVICE COORDINATION AT AFFORDABLE HOUSING SITES, REFUGEE RESETTLEMENT SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,261,547 | ExpenseAmt |
| Grant | $12,992 | GrantAmt |
| Revenue | $17,125,969 | RevenueAmt |
| Desc | ADULT RESIDENTIAL AND LONG-TERM CARE - SERVICES INCLUDE ADULT RESIDENTIAL SUBSTANCE USE TREATMENT CENTERS, MENTAL HEALTH AND CRISIS FACILITIES, COMMUNITY BASED LONG TERM SUPPORT PROGRAM FOR PERSONS WITH DISABILITIES AND FRAIL ELDERLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $57,733,600 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 429 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1021 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL KESSLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142462322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 W WASHINGTON ST | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| HECTOR COLON | |||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | Yes (X) | $509,507 | $0 | $40,683 | |||
| JOSEPH M ARZBECKER | |||||||||
| COO | 39.00 | 1.00 | Yes (X) | $322,582 | $0 | $27,399 | |||
| RANDY J OLESZAK | |||||||||
| CFO | 39.00 | 1.00 | Yes (X) | $316,651 | $0 | $26,147 | |||
| MICHELLE NAPLES | |||||||||
| CHIEF INTEGRATION OFFICER | 40.00 | 0.00 | Yes (X) | $267,198 | $0 | $4,446 | |||
| MARA DUCKENS | |||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | 0.00 | Yes (X) | $231,565 | $0 | $4,389 | |||
| JILL A CHAFFEE | |||||||||
| VP/GM- COMMUNITY BASED SER | 40.00 | 0.00 | $200,920 | $0 | $3,812 | Yes (X) | |||
| TARA TREGLOWNE | |||||||||
| VP PROGRAM SERVICES | 40.00 | 0.00 | $170,065 | $0 | $21,780 | Yes (X) | |||
| DENNIS HANSON | |||||||||
| VP/GM - RESIDENTIAL | 39.00 | 1.00 | $175,249 | $0 | $14,152 | Yes (X) | |||
| SUSAN M DOWD | |||||||||
| HUMAN CAPITAL DIRECTOR | 40.00 | 0.00 | $131,876 | $0 | $36,382 | Yes (X) | |||
| RACHEL KESSLER | |||||||||
| DIRECTOR OF ACCOUNTING | 40.00 | 0.00 | $144,155 | $0 | $13,430 | Yes (X) | |||
| SHARON HUDY | |||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | 0.00 | $108,925 | $0 | $36,084 | Yes (X) | |||
| PHIL ORTMAN | |||||||||
| DIRECTOR OF IT | 40.00 | 0.00 | $138,497 | $0 | $3,787 | Yes (X) | |||
| JUDI HECK | |||||||||
| DIRECTOR OF FINANCIAL OPER | 40.00 | 0.00 | $117,414 | $0 | $22,928 | Yes (X) | |||
| LUIS ARROYO | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ALLEN COOPER | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| FRANKLIN CUMBERBATCH | |||||||||
| SECRETARY | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BILL DAVIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KERI DE BRUIN | |||||||||
| COMPENSATION CHAIR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANNE EDISON-ALBRIGHT | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MIKE GROTH | |||||||||
| TREASURER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DEAN GRUNER | |||||||||
| GOVERNANCE CHAIR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATIE KAWCZYNSKI | |||||||||
| RESOURCE DEVELOPMENT CHAIR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MATT KIRCHNER | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BILL KNAPP | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC LORENZ | |||||||||
| CHAIR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SUE MERKATORIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD PIEPER | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID REMSTAD | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ORALEE SCHOCK | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOEL TREFFERT | |||||||||
| VICE CHAIR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL SHEPPARD | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MELANIE VARIN | |||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,834,604 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $255,419 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PER MAR SECURITY SERVICES | |||||
| PO BOX 1101 | DAVENPORT | IA | 528051101 | SECURITY SERVICES | $639,617 |
| VERIZON WIRELESS | |||||
| PO BOX 25505 | LEHIGH VALLEY | PA | 549376180 | CELL PHONES | $334,190 |
| LENOVO (UNITED STATES) INC - CIT BANK NA | |||||
| PO BOX 643055 | PITTSBURGH | PA | 152643055 | COMPUTER PURCHASES | $328,420 |
| ENTERPRISE RENT A CAR - ATLANTA | |||||
| PO BOX 840173 | KANSAS CITY | MO | 64184 | CAR RENTALS | $314,517 |
| BAKER TILLY | |||||
| 500 MIDLAND CT | JANESVILLE | WI | 53546 | AUDIT & TAX PREP | $293,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $80,390 | FederatedCampaignsAmt |
| Fundraising | $85,600 | FundraisingAmt |
| All Other Contributions | $5,032,793 | AllOtherContributionsAmt |
| Noncash Contributions | $199,606 | NoncashContributionsAmt |
| Total Contributions | $5,198,783 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMUNITY BASED | 624100 | $32,140,233 | $32,140,233 |
| ADULT RESIDENTIAL & LO | 624100 | $17,125,969 | $17,125,969 |
| HOUSING & YOUTH RESIDE | 623000 | $14,816,317 | $14,816,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,082,519 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $765,939 | TotalRevenueColumnAmt |
| Exclusion | $765,939 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,110 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,110 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,110 | TotalRevenueColumnAmt |
| Exclusion | $19,110 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,284,411 | SecuritiesAmt |
| Other | $614,035 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,032,175 | SecuritiesAmt |
| Other | $262,767 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252,236 | SecuritiesAmt |
| Other | $351,268 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $603,504 | TotalRevenueColumnAmt |
| Exclusion | $603,504 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $85,600 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,727 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,727 | TotalRevenueColumnAmt |
| Exclusion | -$4,727 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | $1,281,984 | $1,281,984 |
| MISCELLANEOUS REVENUE | 900099 | $1,158,737 | $1,158,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,440,721 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,105,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,523,240 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,383,826 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,221,867 | TotalAmt |
| Program Services | $3,221,867 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,193,737 | TotalAmt |
| Program Services | $546,234 | ProgramServicesAmt |
| Management And General | $1,380,305 | ManagementAndGeneralAmt |
| Fundraising | $267,198 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,941,841 | TotalAmt |
| Program Services | $33,269,041 | ProgramServicesAmt |
| Management And General | $5,184,877 | ManagementAndGeneralAmt |
| Fundraising | $487,923 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,144 | TotalAmt |
| Program Services | $570,537 | ProgramServicesAmt |
| Management And General | $124,027 | ManagementAndGeneralAmt |
| Fundraising | $28,580 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,456,131 | TotalAmt |
| Program Services | $5,542,988 | ProgramServicesAmt |
| Management And General | $842,895 | ManagementAndGeneralAmt |
| Fundraising | $70,248 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,435,449 | TotalAmt |
| Program Services | $2,824,214 | ProgramServicesAmt |
| Management And General | $556,593 | ManagementAndGeneralAmt |
| Fundraising | $54,642 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,473 | TotalAmt |
| Program Services | $139,260 | ProgramServicesAmt |
| Management And General | $27,213 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,311 | TotalAmt |
| Program Services | $151,744 | ProgramServicesAmt |
| Management And General | $13,567 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,000 | TotalAmt |
| Management And General | $78,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,708 | TotalAmt |
| Management And General | $68,708 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,285 | TotalAmt |
| Program Services | $992,338 | ProgramServicesAmt |
| Management And General | $380,694 | ManagementAndGeneralAmt |
| Fundraising | $11,253 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,413 | TotalAmt |
| Program Services | $44,522 | ProgramServicesAmt |
| Management And General | $39,744 | ManagementAndGeneralAmt |
| Fundraising | $50,147 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,913,132 | TotalAmt |
| Program Services | $1,796,937 | ProgramServicesAmt |
| Management And General | $1,062,171 | ManagementAndGeneralAmt |
| Fundraising | $54,024 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,082,267 | TotalAmt |
| Program Services | $3,386,270 | ProgramServicesAmt |
| Management And General | -$331,192 | ManagementAndGeneralAmt |
| Fundraising | $27,189 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,732,883 | TotalAmt |
| Program Services | $1,587,070 | ProgramServicesAmt |
| Management And General | $137,946 | ManagementAndGeneralAmt |
| Fundraising | $7,867 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,611 | TotalAmt |
| Program Services | $286,436 | ProgramServicesAmt |
| Management And General | $157,405 | ManagementAndGeneralAmt |
| Fundraising | $17,770 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,269 | TotalAmt |
| Program Services | $371,556 | ProgramServicesAmt |
| Management And General | $171,712 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337,163 | TotalAmt |
| Program Services | $1,180,921 | ProgramServicesAmt |
| Management And General | $156,242 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PAYMENTS TO OUTSIDED PR | $1,103,719 | $1,103,719 | $0 | $0 |
| ALL OTHER | $1,040,882 | $0 | $1,035,834 | $5,048 |
| FOOD | $611,406 | $607,234 | $3,771 | $401 |
| BAD DEBT | $112,944 | $110,712 | $2,232 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,908,635 | TotalAmt |
| Program Services | $57,733,600 | ProgramServicesAmt |
| Management And General | $11,092,744 | ManagementAndGeneralAmt |
| Fundraising | $1,082,291 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,730,327 | BOYAmt |
| EOY | $5,439,136 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,972,831 | BOYAmt |
| EOY | $9,782,763 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,371,226 | BOYAmt |
| EOY | $1,586,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,294,420 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,667,582 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,946,162 | BOYAmt |
| EOY | $22,626,838 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,776,572 | BOYAmt |
| EOY | $24,027,921 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,137,104 | BOYAmt |
| EOY | $46,321,282 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,934,222 | BOYAmt |
| EOY | $109,784,494 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,845,007 | BOYAmt |
| EOY | $8,952,492 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,838,672 | BOYAmt |
| EOY | $16,601,227 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,146,724 | BOYAmt |
| EOY | $6,574,562 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,830,403 | BOYAmt |
| EOY | $32,128,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,046,971 | BOYAmt |
| EOY | $40,017,335 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,056,848 | BOYAmt |
| EOY | $37,638,878 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,103,819 | BOYAmt |
| EOY | $77,656,213 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,934,222 | BOYAmt |
| EOY | $109,784,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,197,214 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,218,627 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,136,553 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,169,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,465,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,000,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,171,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,198,783 | CurrentTaxYearAmt |
| Total | $32,005,896 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,169,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,465,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,000,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,171,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,198,783 | CurrentTaxYearAmt |
| Total | $32,005,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $32,005,896 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $556,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $735,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $785,049 | CurrentTaxYearAmt |
| Total | $2,257,798 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,946,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,562,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,284,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,130,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,440,721 | CurrentTaxYearAmt |
| Total | $11,364,256 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,627,950 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $274,277,726 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 1,250,623. 2021 AMOUNT: $ 1,510,728. 2022 AMOUNT: $ 1,119,210. 2023 AMOUNT: $ 904,620. 2024 AMOUNT: $ 1,158,737. MANAGEMENT FEES - 2020 AMOUNT: $ 695,754. 2021 AMOUNT: $ 1,051,724. 2022 AMOUNT: $ 1,165,174. 2023 AMOUNT: $ 1,225,702. 2024 AMOUNT: $ 1,281,984. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $78,000 | PoliticalExpendituresAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $78,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $78,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PT II-B LINE 1: LINE 1B AND 1G: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITY BY LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC. FOR 2024 CONSISTED PRIMARILY OF MEETINGS AND DISCUSSIONS WITH WISCONSIN LEGISLATIVE REPRESENTATIVES ON VARIOUS PENDING LEGISTALTIVE MATTERS WITH HEALTH AND HUMAN SERVICES ISSUES WITHIN THEIR SCOPE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,564,505 | BeginningYearBalanceAmt |
| Contributions | $934,250 | ContributionsAmt |
| Investment Earnings Or Losses | $3,305,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $903,803 | OtherExpendituresAmt |
| Administrative Expenses | $155,263 | AdministrativeExpensesAmt |
| End Year Balance | $32,745,467 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,604,124 | BeginningYearBalanceAmt |
| Contributions | $269,662 | ContributionsAmt |
| Investment Earnings Or Losses | $4,033,430 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,204,217 | OtherExpendituresAmt |
| Administrative Expenses | $138,494 | AdministrativeExpensesAmt |
| End Year Balance | $29,564,505 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,685,659 | BeginningYearBalanceAmt |
| Contributions | $70,982 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,852,996 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,158,367 | OtherExpendituresAmt |
| Administrative Expenses | $141,154 | AdministrativeExpensesAmt |
| End Year Balance | $26,604,124 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,125,854 | BeginningYearBalanceAmt |
| Contributions | $63,778 | ContributionsAmt |
| Investment Earnings Or Losses | $2,968,198 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,320,890 | OtherExpendituresAmt |
| Administrative Expenses | $151,281 | AdministrativeExpensesAmt |
| End Year Balance | $31,685,659 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,063,257 | BeginningYearBalanceAmt |
| Contributions | $134,475 | ContributionsAmt |
| Investment Earnings Or Losses | $3,377,317 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,315,132 | OtherExpendituresAmt |
| Administrative Expenses | $134,063 | AdministrativeExpensesAmt |
| End Year Balance | $30,125,854 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,131,470 | OtherCostOrOtherBasisAmt |
| Book Value | $1,131,470 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,378,448 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,707,066 | DepreciationAmt |
| Book Value | $15,671,382 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,043,653 | OtherCostOrOtherBasisAmt |
| Depreciation | $693,510 | DepreciationAmt |
| Book Value | $350,143 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,540,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,808,901 | DepreciationAmt |
| Book Value | $1,731,561 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,200,387 | OtherCostOrOtherBasisAmt |
| Depreciation | $458,105 | DepreciationAmt |
| Book Value | $3,742,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,626,838 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| UNAMORTIZED ISSUE COST AND OTHER ASSETS | $1,252,475 |
| ASSETS HELD FOR SALE | $18,494 |
| BENEFICIAL INTEREST IN LSS FOUNDATION | $35,452,494 |
| RESTRICTED CASH | $1,592,170 |
| NOTES RECEIVABLE | $5,864,265 |
| INTEREST RECEIVABLE - LONG TERM | $148,505 |
| RIGHT OF USE ASSET - LEASING | $1,992,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $46,321,282 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVED CHARITY GIFT | $9,251 |
| 457 PLAN LIABILITIES | $791,794 |
| TENANT SECURITY DEPOSITS PAYABLE | $83,760 |
| REFUNDABLE ADVANCES | $3,193,158 |
| LEASE LIABILITIES | $2,013,322 |
| DEVELOPMENT FEE PAYABLE - LT | $483,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,574,562 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | FOUNDATION BOARD APPROVAL IS NEEDED TO RELEASE THESE FUNDS TO LUTHERAN SOCIAL SERVICES OF WI AND UPPER MI, INC. TO SUPPORT PROGRAMS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PARTNERSHIP CIRCLE DINNER | Event1Nm |
| Gross Receipts Event1 | $93,600 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $85,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $10,838 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,889 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $93,600 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $85,600 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $10,838 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,889 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,727 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,727 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (15 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FOSTER FAMILY | 134 | $164,237 |
| FOOD | 258 | $24,694 |
| REFUGEE RESETTLEMENT | 2152 | $1,674,280 |
| CLOTHING | 258 | $50,132 |
| ALLOWANCE | 2040 | $330,136 |
| SPECIAL EDUCATION | 3 | $234 |
| HOUSING | 3613 | $753,145 |
| MEDICAL AND DENTAL | 65 | $2,793 |
| TRANSPORT | 1473 | $38,243 |
| PERSONAL ITEMS | 212 | $12,455 |
| COUNSELING | 77 | $24,139 |
| UTILITIES | 925 | $114,045 |
| MEDICATION | 44 | $12,846 |
| MED, MGT, MON | 67 | $16,912 |
| OTHER | 9 | $3,486 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LSS MANAGEMENT RECEIVES MONTHLY FINANCIAL REPORTS AND MEETS REGULARLY TO MONITOR THE PROPER USE OF FUNDS THAT ARE GRANTED TO INDIVIDUALS AND TO MONITOR ELIGIBILITY FOR THOSE FUNDS. THE GRANTS ARE PROGRAM EXPENSES AND ARE SUBJECT TO REVIEW BY ALL LSS MANAGEMENT INCLUDING TOP MANAGEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HECTOR COLON | ||||||||||||||
| PRESIDENT & CEO | $399,295 | $0 | $110,212 | $0 | $0 | $0 | $6,900 | $0 | $33,783 | $0 | $550,190 | $0 | $0 | $0 |
| JOSEPH M ARZBECKER | ||||||||||||||
| COO | $264,277 | $0 | $58,305 | $0 | $0 | $0 | $4,707 | $0 | $22,692 | $0 | $349,981 | $0 | $0 | $0 |
| RANDY J OLESZAK | ||||||||||||||
| CFO | $259,739 | $0 | $56,912 | $0 | $0 | $0 | $5,038 | $0 | $21,109 | $0 | $342,798 | $0 | $0 | $0 |
| MICHELLE NAPLES | ||||||||||||||
| CHIEF INTEGRATION OFFICER | $220,198 | $0 | $47,000 | $0 | $0 | $0 | $4,177 | $0 | $269 | $0 | $271,644 | $0 | $0 | $0 |
| MARA DUCKENS | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $200,029 | $0 | $31,536 | $0 | $0 | $0 | $4,389 | $0 | $0 | $0 | $235,954 | $0 | $0 | $0 |
| JILL A CHAFFEE | ||||||||||||||
| VP/GM- COMMUNITY BASED SER | $181,095 | $0 | $19,825 | $0 | $0 | $0 | $3,812 | $0 | $0 | $0 | $204,732 | $0 | $0 | $0 |
| TARA TREGLOWNE | ||||||||||||||
| VP PROGRAM SERVICES | $154,260 | $0 | $15,805 | $0 | $0 | $0 | $975 | $0 | $20,805 | $0 | $191,845 | $0 | $0 | $0 |
| DENNIS HANSON | ||||||||||||||
| VP/GM - RESIDENTIAL | $157,579 | $0 | $17,670 | $0 | $0 | $0 | $3,395 | $0 | $10,757 | $0 | $189,401 | $0 | $0 | $0 |
| SUSAN M DOWD | ||||||||||||||
| HUMAN CAPITAL DIRECTOR | $120,148 | $0 | $11,728 | $0 | $0 | $0 | $2,660 | $0 | $33,722 | $0 | $168,258 | $0 | $0 | $0 |
| RACHEL KESSLER | ||||||||||||||
| DIRECTOR OF ACCOUNTING | $132,615 | $0 | $11,540 | $0 | $0 | $0 | $2,937 | $0 | $10,493 | $0 | $157,585 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ALL OFFICERS HAVE COMPANY PAID HEALTH & DENTAL. |
| PART I, LINE 3 | ALL REIMBURSEMENTS OR PAYMENTS TO OFFICERS AND EMPLOYEES ARE BACKED BY REQUIRED PAPER DOCUMENTATION. |
| PART I, LINE 6 | THE FOLLOWING INDIVIDUALS RECEIVED THE AMOUNTS LISTED BASED ON THE RESULTS OF THE ORGANIZATION. JOSEPH ARZBECKER RECEIVED $58,305.11 IN 2024. HECTOR COLON RECEIVED $110,212.32 IN 2024. MICHELLE NAPLES RECEIVED $47,000.22 IN 2024. RANDY OLESZAK RECIEVED $56,911.74 IN 2024. DENNIS HANSON RECEIVED $17,169.60 IN 2024. SUSAN DOWD RECEIVED $11,227.82 IN 2024. RACHEL KESSLER RECEIVED $11,039.94 IN 2024. JUDI HECK RECEIVED $9,565.92 IN 2024. JILL CHAFFEE RECEIVED $19,324.50 IN 2024. SHARON HUDY RECEIVED $9,117.15 IN 2024. TARA TREGLOWNE RECEIVED $15,305.47 IN 2024. MARA DUCKENS RECEIVED $31,536.00 IN 2024. PHILLIP ORTMAN RECEIVED $10,819.60 IN 2024. |
| PART I, LINE 7 | JILL CHAFFEE, DENNIS HANSON, TARA TREGLOWNE, RACHEL KESSLER, SUSAN DOWD, JUDI HECK, SHARON HUDY, AND PHILLIP ORTMAN RECEIVED A BONUS OF $500 EACH IN 2024. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $51,878 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OFFICE SPACE | 4 | $81,420 | FMV |
| Yes (X) | PROFESSIONAL SERVICES | 8 | $36,800 | FMV |
| Yes (X) | GIFT CERTIFICATES | 9 | $5,223 | FMV |
| Yes (X) | RECREATION/ENTERTAINMENT | 3 | $285 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK DONATIONS ARE IMMEDIATELY LIQUIDATED, SO LSS RECEIVES CASH ONLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS 6 MEMBERS COMPRISING THE SYNODS OF ELCA; (1) CLASS A DIRECTOR, WHO SHALL BE A BISHOP OF A PARTICIPATING SYNOD. THE CLASS A DIRECTOR IS NOMINATED BY THE BISHOPS OF THE PARTICIPATING SYNODS AND APPROVED BY THE BOARD OF DIRECTORS. (6) CLASS B DIRECTORS. THE CLASS B DIRECTORS ARE NOMINATED BY EACH OF THE SYNOD COUNCILS OF THE PARTICIPATING SYNODS AND APPROVED BY THE BOARD OF DIRECTORS. (1) CLASS C DIRECTOR, WHO SHALL BE THE PRESIDENT/CEO OF THE CORPORATION. THE BALANCE OF THE DIRECTORS SHALL BE CLASS D DIRECTORS. THE CLASS D DIRECTORS ARE ELECTED BY THE BOARD OF DIRECTORS FROM A SLATE OF CANDIDATES PRESENTED BY THE GOVERNANCE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE DESCRIPTION ABOVE FOR PART VI, SECTION A, LINE 7A. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL REQUIREMENT TO FILL OUT A CONFLICT OF INTEREST STATEMENT IS REQUIRED FOR EXTERNAL DIRECTORS AND OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | PART VI, LINE 15A: A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MEETS TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING FOR TOP MANAGEMENT. PART VI, LINE 15B: A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MEETS TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING. |
| FORM 990, PART VI, SECTION C, LINE 19 | KEY POLICIES AND FINANCIAL INFORMATION ARE POSTED ON LSSWIS.ORG, THE AGENCY'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN LSS FOUNDATION 4,136,553. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| LSS ASPEN CENTER LLC | |||||||||
| 2000 BLUEMOUND ROAD | WAUKESHA | WI | 53186 | 843176904 | SUBSTANCE ABUSE ASSISTANCE WITH A FOCUS ON OPIOD ADDICTION | WI | -$7,815 | $1,494,824 | LSS |
| THIRTEEN31 PLACE APARTMENTS LLC | |||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 842987887 | 89-UNIT LOW INCOME HOUSING COMMUNITY | WI | -$774,937 | $14,674,683 | LSS |
| BRONZEVILLE APARTMENTS LLC | |||||||||
| 6737 W WASHINGTON ST STE 2275 | MILWAUKEE | WI | 53214 | 934094542 | 60-UNIT LOW INCOME HOUSING COMMUNITY | WI | $1,914,914 | $4,327,233 | LSS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LSS FOUNDATION INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391242451 | CONTRIBUTION SOLICITATION | WI | 501(C)(3) | LINE 7 | N/A | 0 | |
| LSS HOUSING INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391410431 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS MANOR INC - NEW BERLIN | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391584256 | LOW INCOME HOUSING | WI | 501(C)(4) | LINE 10 | 0 | LSS | |
| LSS MANOR INC - CALUMET | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391584266 | LOW INCOME HOUSING | WI | 501(C)(4) | LINE 10 | 0 | LSS | |
| LSS MANOR INC - CHOCOLAY | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391691693 | LOW INCOME HOUSING | WI | 501(C)(4) | LINE 10 | 0 | LSS | |
| LSS HOUSING INC - HOUGHTON | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391584257 | LOW INCOME HOUSING | WI | 501(C)(4) | LINE 10 | 0 | LSS | |
| LSS HOUSING - MARQUETTE | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391848653 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS MANOR INC - LAKE GENEVA | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391904973 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING HAMPTON INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391835540 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING CENTER STREET INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391927384 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING GRANVILLE INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391875119 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING 26TH STREET INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391990951 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING MILL ROAD INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391787556 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING EAU CLAIRE INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391904974 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING NORTH WILLOW INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391680855 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING SOUTH WILLOW INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391680615 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING PRAIRIEVIEW INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391788222 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING WOODVIEW INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391788223 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING WOODSIDE INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391753134 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING WILLOW WOOD INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 391847066 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING GERMANTOWN INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 273144214 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING WAUKESHA HICKORY FLATS INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 454730197 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
| LSS HOUSING HOME SWEET HOME INC | |||||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | 471335137 | LOW INCOME HOUSING | WI | 501(C)(3) | LINE 10 | 0 | LSS | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LSS - GOLD MEDAL LOFTS RACINE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 832571997 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING - UNION CORNERS - MADISON LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 384092993 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING - VALOR MADISON LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 843459127 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING - CANDISE STREET LOFTS JEFFERSON LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 842225140 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING TENNYSON RIDGE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 475535623 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING - HORLICK-RACINE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 850569070 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING PRINTERY ROW-PULASKI LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 851147020 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING PHILLIS WHEATLEY-MILWAUKEE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 850553805 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS PEBBLE RIDGE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 465053864 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS CROFT PLACE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 364786264 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS JACKSON SQUARE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 465671946 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HAYMARKET LOFTS LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 320479121 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING 38TEN PARMENTER | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 863990490 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING EDISON SCHOOL - MILWAUKEE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 863962083 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING LANDMARK - WAUSAU LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 863928369 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING THIRTEEN31 - MILWAUKEE LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 842472709 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING UPTOWN LOFTS - KENOSHA LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 863829406 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING THE KLASSIK-VERONA LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 881609343 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING UNIVERSITY PARK COMMONS-MADISON LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 873816662 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING UNO'S-MADISON LLC | ||||||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | 881944556 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING BAY CITY LOTTS-GREEN AY LLC | ||||||||||
| 2510 UNIVERSITY AVENUE | GREEN BAY | WI | 54311 | 922943203 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING QUENTIN APARTMENTS-PALATINE LLC | ||||||||||
| 301 W JOHNSON ST | PALATINE | WI | 60067 | 923865637 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING-THRIVEON-MILWAUKEE LLC | ||||||||||
| 2153 N DOCTOR MLK DR | MILWAUKEE | WI | 53212 | 933382948 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING BRONZEVILLE APARTMENTS-MILWAUKEE LLC | ||||||||||
| 616 W NORTH AVENUE | MILWAUKEE | WI | 53212 | 992952322 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING CC LANE-OREGON LLC | ||||||||||
| 877 OREGON CENTER DR | OREGON | WI | 53575 | 934786313 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING MAIN STREET TOWNHOMES-OREGON LLC | ||||||||||
| 249 N MAIN ST | OREGON | WI | 53575 | 332470366 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING RIVERSIDE-WAUSAU LLC | ||||||||||
| 4 S 1ST AVE | WAUSAU | WI | 54400 | 991970882 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING UNIVERSITY PARK COMMONS II-MADISON LLC | ||||||||||
| 649 SAND PEARL LANE | MADISON | WI | 53711 | 993770112 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| LSS HOUSING PARK LOFTS-MADISON LLC | ||||||||||
| 1150 S PARK STREET | MADISON | WI | 53715 | 994005036 | LOW INCOME HOUSING | WI | LSS | C | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (47 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LSS FOUNDATION INC | ||
| L | $105,130 | FMV |
| LSS FOUNDATION INC | ||
| S | $989,672 | FMV |
| LSS FOUNDATION INC | ||
| B | $500,000 | FMV |
| LSS HOUSING INC | ||
| L | $81,863 | FMV |
| LSS HOUSING INC | ||
| Q | $992,351 | FMV |
| LSS MANOR INC - CALUMET | ||
| L | $9,600 | FMV |
| LSS MANOR INC - CALUMET | ||
| Q | $147,047 | FMV |
| LSS HOUSING HOUGHTON INC | ||
| L | $6,600 | FMV |
| LSS HOUSING HOUGHTON INC | ||
| Q | $109,087 | FMV |
| LSS MANOR INC - CHOCOLAY | ||
| L | $19,200 | FMV |
| LSS MANOR INC - CHOCOLAY | ||
| Q | $234,363 | FMV |
| LSS MANOR INC - NEW BERLIN | ||
| L | $31,104 | FMV |
| LSS MANOR INC - NEW BERLIN | ||
| Q | $410,464 | FMV |
| LSS MANOR INC - MARQUETTE | ||
| L | $14,026 | FMV |
| LSS MANOR INC - MARQUETTE | ||
| Q | $142,328 | FMV |
| LSS MANOR INC - LAKE GENEVA | ||
| L | $24,156 | FMV |
| LSS MANOR INC - LAKE GENEVA | ||
| Q | $307,244 | FMV |
| LSS HOUSING- HAMPTON INC | ||
| L | $5,184 | FMV |
| LSS HOUSING- HAMPTON INC | ||
| Q | $69,330 | FMV |
| LSS HOUSING CENTER ST INC | ||
| L | $4,392 | FMV |
| LSS HOUSING CENTER ST INC | ||
| Q | $62,977 | FMV |
| LSS HOUSING GRANVILLE INC | ||
| L | $5,270 | FMV |
| LSS HOUSING GRANVILLE INC | ||
| Q | $59,590 | FMV |
| LSS HOUSING 26TH STREET INC | ||
| L | $4,772 | FMV |
| LSS HOUSING 26TH STREET INC | ||
| Q | $59,040 | FMV |
| LSS HOUSING MILL ROAD INC | ||
| L | $5,856 | FMV |
| LSS HOUSING MILL ROAD INC | ||
| Q | $81,653 | FMV |
| LSS HOUSING EAU CLAIRE INC | ||
| L | $6,259 | FMV |
| LSS HOUSING EAU CLAIRE INC | ||
| Q | $71,759 | FMV |
| LSS HOUSING NORTH WILLOW INC | ||
| L | $11,586 | FMV |
| LSS HOUSING NORTH WILLOW INC | ||
| Q | $135,141 | FMV |
| LSS HOUSING SOUTH WILLOW INC | ||
| L | $6,686 | FMV |
| LSS HOUSING SOUTH WILLOW INC | ||
| Q | $108,692 | FMV |
| LSS HOUSING PRAIREVIEW INC | ||
| L | $8,600 | FMV |
| LSS HOUSING PRAIREVIEW INC | ||
| Q | $107,789 | FMV |
| LSS HOUSING WOODVIEW INC | ||
| L | $8,784 | FMV |
| LSS HOUSING WOODVIEW INC | ||
| Q | $117,000 | FMV |
| LSS HOUSING WOODSIDE INC | ||
| L | $8,075 | FMV |
| LSS HOUSING WOODSIDE INC | ||
| Q | $113,407 | FMV |
| LSS HOUSING WILLOW WOOD INC | ||
| L | $5,856 | FMV |
| LSS HOUSING WILLOW WOOD INC | ||
| Q | $97,562 | FMV |
| LSS HOUSING GERMANTOWN INC | ||
| L | $2,361 | FMV |
| LSS HOUSING GERMANTOWN INC | ||
| Q | $38,484 | FMV |
| LSS HOUSING WAUKESHA HICKORY FLATS INC | ||
| L | $5,691 | FMV |
| LSS HOUSING WAUKESHA HICKORY FLATS INC | ||
| Q | $75,845 | FMV |
| LSS HOME SWEET HOME INC | ||
| L | $4,859 | FMV |
| LSS HOME SWEET HOME INC | ||
| Q | $61,270 | FMV |
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