Form 990 for tax year 2023
Filed by LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS FOUNDATION.
Totals
- Total revenue
- $408,086
- Total expenses
- $332,025
- Contributions and grants received
- $40,175
- Grants paid
- $200,000
- Program service revenue
- $0
- Investment income
- $366,601
- Other revenue
- $1,310
- Total assets, end of year
- $10,399,997
- Total liabilities, end of year
- $35,101
- Net assets or fund balances, end of year
- $10,364,896
- Program services expenses (Part IX)
- $200,000
- Management and general expenses
- $63,304
- Fundraising expenses
- $68,721
- Program service expenses (Part III)
- $200,000
Program services were 60.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MICHAEL BERTRAND
PRESIDENT & CEO
- Total calculated
- $260,785
- From this org
- $0
- From related orgs
- $234,254
- Other
- $26,531
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $228,754 related
- Bonus
- $0 + $5,500 related
- Other
- $0
- Deferred
- $0 + $2,000 related
- Nontaxable benefits
- $0 + $24,531 related
- Filer's total
- $0 + $260,785 related
-
BRUCE MEIER
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ANTHONY STEPHENS
LCFS BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MELVIN FAULKNER
LCFS BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DAVID WALZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
GENE SVEBAKKEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARION FICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JON JURVA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PAUL REHMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RALPH MORRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DON LORENTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DHIREN SHAH
LCFS VP & CFO
- Total calculated
- $224,815
- From this org
- $0
- From related orgs
- $200,398
- Other
- $24,417
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $185,398 related
- Bonus
- $0 + $15,000 related
- Other
- $0
- Deferred
- $0 + $2,000 related
- Nontaxable benefits
- $0 + $22,417 related
- Filer's total
- $0 + $224,815 related
-
BEVERLY JONES
LCFS VP & COO
- Total calculated
- $218,646
- From this org
- $0
- From related orgs
- $206,500
- Other
- $12,146
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $191,500 related
- Bonus
- $0 + $15,000 related
- Other
- $0
- Deferred
- $0 + $2,000 related
- Nontaxable benefits
- $0 + $10,146 related
- Filer's total
- $0 + $218,646 related
-
CHERYL WENDT
LCFS VP & COD
- Total calculated
- $160,399
- From this org
- $0
- From related orgs
- $158,129
- Other
- $2,270
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $143,129 related
- Bonus
- $0 + $15,000 related
- Other
- $0
- Deferred
- $0 + $2,000 related
- Nontaxable benefits
- $0 + $270 related
- Filer's total
- $0 + $160,399 related
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 SERVICE 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
-
$200,000
GENERAL SUPPORT
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) · SOCIAL SERVICE AGENCY · IL · controlled entity
Directly controlled by LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS
-
501(C)(3) · PREVENTATIVE EDUCATION, COUNSELING, AND SHELTER · IL · controlled entity
Directly controlled by LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511289349303441
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