Form 990 for tax year 2022
Filed by LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS FOUNDATION.
Totals
- Total revenue
- $106,035
- Total expenses
- $176,465
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $105,174
- Other revenue
- $861
- Total assets, end of year
- $9,437,711
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $9,437,711
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $81,242
- Fundraising expenses
- $95,223
- 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.
Listed in Part VII
-
Michael A Bertrand
CEO
- Total calculated
- $231,596
- From this org
- $0
- From related orgs
- $219,216
- Other
- $12,380
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $219,216 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $1,314 related
- Nontaxable benefits
- $0 + $11,066 related
- Filer's total
- $0 + $231,596 related
-
Beverly Jones
Trustee
- Total calculated
- $190,665
- From this org
- $0
- From related orgs
- $180,422
- Other
- $10,243
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $180,422 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $1,075 related
- Nontaxable benefits
- $0 + $9,168 related
- Filer's total
- $0 + $190,665 related
-
Donald Lohrentz
Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
Marian Fick
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
David Walz
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Melvin Faulkner
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jon Jurva
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Meier
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Ralph Morris
Trustee (until 01/23)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Paul Rehmer
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Schott
Trustee (until 01/23)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Anthony Stephens
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Gene Svebakken
Trustee
- Total calculated
- $0
- Hours/week
- 1
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
None.
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
The filer's explanations (Part III)
- Part I, Line 3
- The compensation of the President & CEO of Lutheran Child and Family Services is determined using a compensation committee and compensation surveys or studies and is approved by the Executive Committee of the Board of Trustees annually in an executive session during the fall or winter board meeting. This Board is not comprised of any employees. It is the policy of the Foundation to pay wages and salaries which are competitive with other social services organizations with similar scope and services in the community. The compensation for the officers of the Foundation is established by the President & CEO of Lutheran Child and Family Services.
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.
-
Lutheran Child and Family Services of Illinois
501(c)(3) · Child Welfare · IL
-
501(c)(3) · Preventative Education, Counseling, and Shelter · IL · controlled entity
Directly controlled by Lutheran Child and Family Services of Illinois
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.
-
Arthur D Day and Armilda A Day Memorial Trust
T · Trust · IL · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421369349313187
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.