Lutheran Social Services of the Southwest
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Helps individuals and families through difficult times. For fiscal year 2025 it reported $27.5M in revenue, $27.1M in expenses, and $5.9M in net assets.Pt I
Summary of the Filing
Where the work happens
The refugee & immigration services programs help refugees who have fled persecution to rebuild their lives in the phoenix and tucson areas by providing short-term housing, employment assistance, language and self-sufficiency skills training, cultural education, connections to community resources, support for refugee children's education…
The aging & disability services programs provide quality, customized in-home services that allow older adults and people with disabilities to live at home, maintain independence and improve their quality of life.
The family and community services programs are comprised of family resource centers, basic needs programs, and foster care. LSS-SW operates three family resource centers, part of a network of first things first centers throughout maricopa county, that assist families in metropolitan phoenix and southeast maricopa county.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Connie Phillips’s $202K as CEO & President is at the 46th percentile of top reported officer pay among 224 $10–100M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 5 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Connie Phillips | $201,758 | $190,406 | $174,052 | $159,881 | $150,630 | $145,917 |
| Christine Kobasic | $162,673 | $142,843 | $139,573 | $135,404 | $124,807 | $103,561 |
| Karen Bamford | $140,706 | $125,992 | $113,150 | — | — | — |
| Cheryl Patterson | $115,197 | — | — | — | — | — |
| Karen C Bamford | — | — | — | $103,445 | $101,417 | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 85% | — | — |
| Overhead ratio | 12% | — | — |
| Fundraising cost ratio | 3% | — | — |
| Revenue growth | 1% | — | — |
| Investment management fee ratio | 0% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Grants
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Filings & Schedule Manifest
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Sources
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