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Nonprofiteer
← LUTHERAN SOCIAL MINISTRIES OF MARYLAND INC

Form 990 for tax year 2023

Filed by LUTHERAN SOCIAL MINISTRIES OF MARYLAND INC.

Totals

Total revenue
$6,139,311
Total expenses
$5,797,166
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,139,311
Investment income
$0
Other revenue
$0
Total assets, end of year
$2,564,110
Total liabilities, end of year
$547,476
Net assets or fund balances, end of year
$2,016,634
Program services expenses (Part IX)
$0
Management and general expenses
$5,191,084
Fundraising expenses
$606,082
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MANAGEMENT FEES

    total $6,139,311 · related or exempt $6,139,311

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,049,980 · management and general $1,049,980

  • 7 · Other salaries and wages

    total $2,843,942 · management and general $2,346,010 · fundraising $497,932

  • 8 · Pension plan contributions

    total $89,471 · management and general $89,471

  • 9 · Other employee benefits

    total $176,924 · management and general $98,493 · fundraising $78,431

  • 11b · Fees: legal

    total $4,320 · management and general $4,320

  • 11c · Fees: accounting

    total $86,450 · management and general $86,450

  • 11g · Fees: other

    total $291,740 · management and general $270,213 · fundraising $21,527

  • 12 · Advertising and promotion

    total $7,951 · management and general $1,589 · fundraising $6,362

  • 13 · Office expenses

    total $209,238 · management and general $208,907 · fundraising $331

  • 14 · Information technology

    total $869,879 · management and general $869,879

  • 17 · Travel

    total $16,758 · management and general $16,758

  • 19 · Conferences, conventions and meetings

    total $22,928 · management and general $21,429 · fundraising $1,499

  • 23 · Insurance

    total $92,803 · management and general $92,803

  • 24a · Other expenses: OTHER EXPENSES

    total $34,782 · management and general $34,782

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $345,703 · end of year $437,794

  • 9 · Prepaid expenses and deferred charges

    beginning of year $160,875 · end of year $155,316

  • 10a · Land, buildings and equipment: cost or other basis

    $1,013,590

  • 10b · Land, buildings and equipment: accumulated depreciation

    $117,335

  • 10c · Land, buildings and equipment, net

    beginning of year $819,299 · end of year $896,255

  • 12 · Investments: other securities

    beginning of year $123,880 · end of year $116,608

  • 15 · Other assets

    beginning of year $1,103,517 · end of year $958,137

  • 17 · Accounts payable and accrued expenses

    beginning of year $878,785 · end of year $547,476

  • 27 · Net assets without donor restrictions

    beginning of year $1,674,489 · end of year $2,016,634

Mission and programs · 2023

Mission

LUTHERAN SOCIAL MINISTRIES IS ORGANIZED TO RECEIVE AND ADMINISTER FUNDS FOR, TO ESTABLISH, MAINTAIN, SUPERVISE, COORDINATE, ASSIST AND PERFORM PLANNING AND OTHER FUNCTIONS FOR THE BENEFIT OF, OR TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND SERVICE PURPOSES OF THE SUPPORTED ORGANIZATIONS.

Activities or mission (Part I)

THE ORGANIZATION PROVIDES MANAGEMENT, OPERATING, AND CAPITAL PLANNING FOR AFFILLIATES.

  • LUTHERAN SOCIAL MINISTRIES OF MARYLAND SERVES AS THE PARENT ORGANIZATION FOR IT'S SUBSIDIARIES OFFERING OVERALL MANAGEMENT SERVICES, STRATEGIC PLANNING, HUMAN RESOURCES MANAGEMENT, TREASURY SERVICES, IT SUPPORT, RISK MANAGEMENT, PHILANTHROPY, DEVELOPMENT AND MARKETING AND SALES OVERSHIGHT. IT HAS INITIATED HIRING FAIRS, STAFF APPRECIATION EVENTS, PLACEMENT OF INTERNS FROM COLLEGES AND POST-GRADUATE PROGRAMS, PHILANTHROPY EVENTS, ESTATE PLANNING PROGRAMS AND MULTIPILE MARKETING PROGRAMS. FURTHER, LSMMD OFFERS TREASURY MANAGEMENT, BILLING, ACCOUNTING SERVICES, RISK MANAGEMENT, INFORMATION TECHNOLOGY SUPPORT, STRATEGIC PLANNING AND GENERAL MANAGEMENT.IN ADDITION, LSMMD SUPPORTS INTERGENERATIONAL PARTNERSHIPS BETWEEN RESIDENTS AND STUDENTS; BOYS & GIRLS CLUB, LOCAL PUBLIC AND PRIVATE SCHOOLS AND CLUBS. LSMMD SUPPORTS INTERGENERATIONAL PROGRAMS IN OUR COMMUNITIES.

    Revenue $6,139,311

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • WANDA K LYNN UNTIL 1023

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • VICTORIA B HATHAWAY

    SECRETARY/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DAVE BOND UNTIL 1023

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOE HIKEL UNTIL 1023

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • REV DAVID BOLLINGER

    BOARD

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CHRIS BORCIK

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • DAVE BOWERSOX

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • VIC BROCCOLINO

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • REV CRISTOPHER FRIGM

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • ANANTA HEJEEBU

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • STEVE LAMBERTSON

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • LINDSAY MOSS

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • DOROTHY PLANTZ

    BOARD

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID SCHAFER

    BOARD

    Total calculated
    $0
    Hours/week
    1

  • JAY ZUMBRUN UNTIL 1023

    BOARD

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KENNETH CONNELLY

    VP OF OPERATIONS

    Total calculated
    $243,254
    From this org
    $225,773
    From related orgs
    $0
    Other
    $17,481
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $225,773
    Bonus
    $0
    Other
    $0
    Deferred
    $6,713
    Nontaxable benefits
    $10,768
    Filer's total
    $243,254

  • JEFFREY W BRANCH

    PRESIDENT/CEO

    Total calculated
    $511,458
    From this org
    $490,990
    From related orgs
    $0
    Other
    $20,468
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $490,990
    Bonus
    $0
    Other
    $0
    Deferred
    $14,584
    Nontaxable benefits
    $5,884
    Filer's total
    $511,458

  • STEVE POWELL

    VP FINANCE

    Total calculated
    $258,339
    From this org
    $247,307
    From related orgs
    $0
    Other
    $11,032
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $247,307
    Bonus
    $0
    Other
    $0
    Deferred
    $7,286
    Nontaxable benefits
    $3,746
    Filer's total
    $258,339

  • TERRY MORSE

    CORP DIRECTOR OF FACILITIES

    Total calculated
    $157,114
    From this org
    $151,572
    From related orgs
    $0
    Other
    $5,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,572
    Bonus
    $0
    Other
    $0
    Deferred
    $3,783
    Nontaxable benefits
    $1,759
    Filer's total
    $157,114

  • SCOTT BROWN

    IT INFRASTRUCTURE MANAGER

    Total calculated
    $119,488
    From this org
    $114,187
    From related orgs
    $0
    Other
    $5,301
    Hours/week
    40

  • SINDY PLEIS

    DIRECTOR OF TALENT ACQUISITION

    Total calculated
    $121,034
    From this org
    $109,427
    From related orgs
    $0
    Other
    $11,607
    Hours/week
    40

  • SUZANNE DYER-GEAR

    VP OF HUMAN RESOURCES

    Total calculated
    $201,861
    From this org
    $192,764
    From related orgs
    $0
    Other
    $9,097
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,764
    Bonus
    $0
    Other
    $0
    Deferred
    $5,762
    Nontaxable benefits
    $3,335
    Filer's total
    $201,861

  • MONICA SLOAN

    CONTROLLER

    Total calculated
    $163,309
    From this org
    $150,055
    From related orgs
    $0
    Other
    $13,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,055
    Bonus
    $0
    Other
    $0
    Deferred
    $4,424
    Nontaxable benefits
    $8,830
    Filer's total
    $163,309

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349312556

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