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Nonprofiteer
← LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST

Form 990 for tax year 2024

Filed by LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST.

Totals

Total revenue
$27,480,282
Total expenses
$27,121,947
Contributions and grants received
$23,456,096
Grants paid
$5,035,892
Program service revenue
$3,904,336
Investment income
$99,684
Other revenue
$20,166
Total assets, end of year
$8,472,033
Total liabilities, end of year
$2,618,990
Net assets or fund balances, end of year
$5,853,043
Program services expenses (Part IX)
$23,099,973
Management and general expenses
$3,374,936
Fundraising expenses
$647,038
Program service expenses (Part III)
$23,099,973

Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMBER MATHEWSON

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • WENDY LOOK

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JANIE MAGRUDER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • DOUG PEARSON

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • JACQUI PAGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRANISLAV VUJIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA RAPP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JO RIESTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EVE BROUGHTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROGER STUENKEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE WHITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARCY FLEMING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RACHEL GOMEZ-ACOSTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CONNIE PHILLIPS

    CEO & PRESIDENT

    Total calculated
    $217,061
    From this org
    $201,758
    From related orgs
    $0
    Other
    $15,303
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,758
    Bonus
    $0
    Other
    $0
    Deferred
    $8,039
    Nontaxable benefits
    $7,264
    Filer's total
    $217,061

  • CHRISTINE KOBASIC

    CHIEF FINANCIAL OFFICER

    Total calculated
    $177,956
    From this org
    $162,673
    From related orgs
    $0
    Other
    $15,283
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,673
    Bonus
    $0
    Other
    $0
    Deferred
    $7,028
    Nontaxable benefits
    $8,255
    Filer's total
    $177,956

  • KAREN BAMFORD

    CHIEF PROGRAM OFFICER

    Total calculated
    $146,489
    From this org
    $140,706
    From related orgs
    $0
    Other
    $5,783
    Hours/week
    40

  • CHERYL PATTERSON

    DIRECTOR OF FINANCE

    Total calculated
    $123,452
    From this org
    $115,197
    From related orgs
    $0
    Other
    $8,255
    Hours/week
    40

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 · Independent compensation consultant
  • 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.

Provenance

Return type
form_990
Tax year
2024
Filed
5 February 2026
IRS schema version
2024v5.5
Source object
202620409349301667

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