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Lss Foundation INC FY2020 filing

Tax-deductible

West Allis, WI501(c)(3)HousingEIN 39-1242451

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Supporting the tax exempt purpose of lutheran social services of wisconsin and upper michigan, INC.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $205K a year · 14% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
11 mo
of spending, in cash
Looks good: 10.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $184K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$16K
0.05% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$1.8M
To programs
80%
Net assets
$32.9M
By yearFY2020–FY2024
Revenue
$1.1M
FY2020
Revenue by fiscal year
FY2020$1.1M
FY2021$1.7M
FY2022$1.3M
FY2023$1.4M
FY2024$2.1M
Expenses
$1.8M
FY2020
Expenses by fiscal year
FY2020$1.8M
FY2021$1.8M
FY2022$1.6M
FY2023$1.7M
FY2024$1.6M
Net assets
$32.9M
FY2020
Net assets by fiscal year
FY2020$32.9M
FY2021$34.7M
FY2022$29.2M
FY2023$32.4M
FY2024$35.5M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $1.4M Management & general 16% · $288K Fundraising 4% · $73K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Sara Maio
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Matthew Richmond
Vice President
$0Pt VII · Sec A
George Roth
Vice Chair & Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lss Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports Lutheran Social Services' charitable work in Wisconsin and Upper Michigan.

Provided by the organization

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1 program service account for $1.4M of program spending, described in the organization's own filed words · FY2020.
01

LSS foundation, inc. Is organized and operated to solicit contributions for the benefit of lutheran social services of wisconsin and upper michigan, inc. (LSS). All program expenditures are made in furtherance of providing funding for programs and clients of LSS.

$1.4Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
The Boerke Family FoundationFY2024$100K
United Way Fox Cities INCFY2024$84K
Total grants receivedfrom 2 funders$184K
Grants paid · 5 grants · $6.4M · 2020–2024
Lutheran Social Services of Wisconsin and Upper MichiganWI · FY2024$989,672
Lutheran Social Services of Wisconsin and Upper MichiganWI · FY2023$1,285,066
Lutheran Social Services of Wisconsin and Upper MichiganWI · FY2022$1,251,760
Lutheran Social Services of Wisconsin and Upper MichiganWI · FY2021$1,428,622
Lutheran Social Services of Wisconsin and Upper MichiganWI · FY2020$1,416,262

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Investment incomeLn 3$808K
Gifts and grantsLn 1h$254K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.4M
Managementcol C$288K
Fundraisingcol D$73K
Owns and owesPt X
$32.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$32.9M
LiabilitiesLn 26$16K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$254K
Investment incomeLn 3$808K
Gains on assetsLn 7$164K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$1.6M
Cash and savings togetherLn 1–2$1.6M
InvestmentsLn 11–13$28.0M
Other assetsLn 15$186K
Total assetsLn 16$32.9M
LiabilitiesLn 26$16K
Net assetsLn 32$32.9M
OperationsPt I, VI
EmployeesI 51
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.5M$1.6M
InvestmentsLn 11–13$25.7M$28.0M
Total assetsLn 16$30.7M$32.9M
LiabilitiesLn 26$232K$16K
Net assetsLn 32$30.5M$32.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.4M$1.4M
Other salaries and wagesLn 7$69K$24K$45K
Pension plan contributionsLn 8$500$500
Other employee benefitsLn 9$7K$2K$5K
Payroll taxesLn 10$6K$2K$4K
Management feesLn 11a$99K$99K
Accounting feesLn 11c$13K$13K
Investment management feesLn 11f$125K$125K
Other fees for servicesLn 11g$7K$7K
Office expensesLn 13$35K$16K$20K
Total functional expensesLn 25$1.8M$1.4M$288K$73K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.1M$1.6M$448K$35.5M 990 PDF
FY2023 $1.4M$1.7M−$321K$32.4M 990 PDF
FY2022 $1.3M$1.6M−$347K$29.2M 990 PDF
FY2021 $1.7M$1.8M−$91K$34.7M 990 PDF
FY2020 Viewing $1.1M$1.8M−$715K$32.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $1,061,850 across 6 lines filed
VIII-1a Federated campaigns$86,552
VIII-1f All other contributions, gifts and grants$167,075
VIII-1h Total contributions, gifts and grants$253,627
VIII-3 Investment incomeUnrelated business −$5,257 · Excluded from tax $649,306$644,049
VIII-7 Net gain or loss on sales of assetsExcluded from tax $164,174$164,174
VIII-12 Total revenueRelated to mission $0 · Unrelated business −$5,257 · Excluded from tax $813,480$1,061,850
Part IX · Statement of functional expenses $1,777,245 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $1,416,262$1,416,262
IX-7 Other salaries and wagesManagement $24,051 · Fundraising $45,088$69,139
IX-8 Pension plan contributionsManagement $500$500
IX-9 Other employee benefitsManagement $1,956 · Fundraising $4,565$6,521
IX-10 Payroll taxesManagement $2,052 · Fundraising $3,943$5,995
IX-11a Management feesManagement $98,732$98,732
IX-11c Accounting feesManagement $13,226$13,226
IX-11f Investment management feesManagement $124,852$124,852
IX-11g Other fees for servicesManagement $6,612$6,612
IX-13 Office expensesManagement $15,715 · Fundraising $19,691$35,406
IX-25 Total functional expensesPrograms $1,416,262 · Management $287,696 · Fundraising $73,287$1,777,245
Part X · Balance sheet $32,868,828 assets, 13 lines filed
Asset lines not itemized here account for $2,959,770; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,540,569$1,608,068
X-4 Accounts receivableStart of year $12,384$81,651
X-9 Prepaid expenses and deferred chargesStart of year $96,890$2,416
X-11 Publicly traded securitiesStart of year $22,786,368$25,003,070
X-12 Other securitiesStart of year $2,896,454$3,027,373
X-15 Other assetsStart of year $146,360$186,480
X-16 Total assetsStart of year $30,688,795$32,868,828
X-17 Accounts payable and accrued expensesStart of year $232,408$16,310
X-26 Total liabilitiesStart of year $232,408$16,310
X-27 Net assets without donor restrictionsStart of year $26,155,780$28,149,078
X-28 Net assets with donor restrictionsStart of year $4,300,607$4,703,440
X-32 Total net assets or fund balancesStart of year $30,456,387$32,852,518
X-33 Total liabilities and net assetsStart of year $30,688,795$32,868,828
Part XI · Reconciliation of net assets $32,852,518 net assets at year end
XI-1 Total revenue$1,061,850
XI-2 Total expenses$1,777,245
XI-3 Revenue less expenses−$715,395
XI-4 Net assets at start of year$30,456,387
XI-5 Net unrealized gains (losses) on investments$3,071,406
XI-9 Other changes in net assets$40,120
XI-10 Net assets at end of year$32,852,518

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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