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Nonprofiteer
← LSSH HOUSING SOUTH WILLOW INC

Form 990 for tax year 2024

Filed by LSSH HOUSING SOUTH WILLOW INC.

Totals

Total revenue
$100,536
Total expenses
$133,932
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$98,888
Investment income
$36
Other revenue
$1,612
Total assets, end of year
$231,157
Total liabilities, end of year
$46,872
Net assets or fund balances, end of year
$184,285
Program services expenses (Part IX)
$120,556
Management and general expenses
$13,376
Fundraising expenses
$0
Program service expenses (Part III)
$120,556

Program services were 90.0% 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: NET RENTAL INCOME

    total $98,888 · related or exempt $98,888

  • 3 · Investment income

    total $36 · excluded $36

  • 11a · Other revenue: TENANT CHARGES

    total $1,159 · related or exempt $1,159

  • 11b · Other revenue: COIN APPLIANCES

    total $453 · related or exempt $453

  • 11e · Other revenue, total

    $1,612

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $29,170 · program services $23,680 · management and general $5,490

  • 8 · Pension plan contributions

    total $583 · program services $583

  • 9 · Other employee benefits

    total $4,273 · program services $4,273

  • 10 · Payroll taxes

    total $21,218 · program services $21,218

  • 11a · Fees: management

    total $6,686 · management and general $6,686

  • 11b · Fees: legal

    total $472 · program services $472

  • 11c · Fees: accounting

    total $3,998 · program services $2,798 · management and general $1,200

  • 13 · Office expenses

    total $9,693 · program services $9,693

  • 16 · Occupancy

    total $42,155 · program services $42,155

  • 19 · Conferences, conventions and meetings

    total $282 · program services $282

  • 22 · Depreciation, depletion and amortization

    total $9,961 · program services $9,961

  • 23 · Insurance

    total $2,226 · program services $2,226

  • 24a · Other expenses: MISC ADMIN

    total $2,025 · program services $2,025

  • 24b · Other expenses: BAD DEBT

    total $1,078 · program services $1,078

  • 24c · Other expenses: MISC FIN

    total $112 · program services $112

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,988 · end of year $5,288

  • 2 · Savings and temporary cash investments

    beginning of year $110,533 · end of year $105,793

  • 4 · Accounts receivable

    beginning of year $583 · end of year $433

  • 9 · Prepaid expenses and deferred charges

    beginning of year $799 · end of year $791

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

    $568,370

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

    $451,932

  • 10c · Land, buildings and equipment, net

    beginning of year $116,699 · end of year $116,438

  • 15 · Other assets

    beginning of year $2,157 · end of year $2,414

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,921 · end of year $43,915

  • 19 · Deferred revenue

    end of year $542

  • 25 · Other liabilities

    beginning of year $2,157 · end of year $2,415

  • 27 · Net assets without donor restrictions

    beginning of year $217,681 · end of year $184,285

Mission and programs · 2024

Mission

ACT COMPASSIONATELY. SERVE HUMBLY. LEAD COURAGEOUSLY.

Activities or mission (Part I)

TO PROVIDE HOUSING FACILITIES AND SERVICES FOR LOW-INCOME ADULTS WITH CHRONIC MENTAL ILLNESS.

  • LSS HOUSING, SOUTH WILLOW, INC (SOUTH WILLOW) IS A SERVICE CORPORATION FOR THE PURPOSE OF PROVIDING PREMIER LOW-INCOME HOUSING FACILITIES AND SERVICES FOR OUR TENANTS. SOUTH WILLOW OFFERS 10 UNITS OF SUBSIDIZED HOUSING FOR CHRONICALLY MENTALLY ILL PERSONS IN COOPERATION WITH THE US DEPT OF HOUSING & URBAN DEVELOPMENT. SOUTH WILLOW IS MANAGED BY LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN WHOSE MISSION IS "ACT COMPASSIONATELY. SERVE HUMBLY. LEAD COURAGEOUSLY."SOME OF THE PROPERTY'S AMENITIES INCLUDE AN ON-SITE MANAGER, COMMUNITY ROOM, ON-SITE LAUNDRY FACILITIES, WELL MAINTAINED LANDSCAPING WITH OUTDOOR SEATING AREAS, PETS ALLOWED, SECURE BUILDING, CABLE HOOKUP AND FURNISHED REFRIGERATORS AND RANGES.

    Expenses $120,556 · Revenue $100,500

As filed on the 2024 return.

Listed in Part VII

  • HECTOR COLON

    PRESIDENT

    Total calculated
    $550,190
    From this org
    $0
    From related orgs
    $509,507
    Other
    $40,683
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,295 related
    Bonus
    $0 + $110,212 related
    Other
    $0
    Deferred
    $0 + $6,900 related
    Nontaxable benefits
    $0 + $33,783 related
    Filer's total
    $0 + $550,190 related

  • JOSEPH ARZBECKER

    VP/ASST SECRETARY

    Total calculated
    $349,981
    From this org
    $0
    From related orgs
    $322,582
    Other
    $27,399
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,277 related
    Bonus
    $0 + $58,305 related
    Other
    $0
    Deferred
    $0 + $4,707 related
    Nontaxable benefits
    $0 + $22,692 related
    Filer's total
    $0 + $349,981 related

  • RANDY OLESZAK

    VP/ASST TREASURER

    Total calculated
    $342,798
    From this org
    $0
    From related orgs
    $316,651
    Other
    $26,147
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,739 related
    Bonus
    $0 + $56,912 related
    Other
    $0
    Deferred
    $0 + $5,038 related
    Nontaxable benefits
    $0 + $21,109 related
    Filer's total
    $0 + $342,798 related

  • DENNIS HANSON

    VP/ASST SECRETARY

    Total calculated
    $189,401
    From this org
    $0
    From related orgs
    $175,249
    Other
    $14,152
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,579 related
    Bonus
    $0 + $17,670 related
    Other
    $0
    Deferred
    $0 + $3,395 related
    Nontaxable benefits
    $0 + $10,757 related
    Filer's total
    $0 + $189,401 related

  • JOSE OLIVIERI

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ERIC LORENZ

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATIE BAARDSETH

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOEL TREFFERT

    SECOND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MIKE GROTH

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • FRANKLIN CUMBERBATCH

    SECRETARY

    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 CEO IS COMPENSATED BY LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, WHICH IS A RELATED ORGANIZATION THAT USES THE FOLLOWING METHODS TO ESTABLISH THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. FORM 990 OF OTHER ORGANIZATIONS 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202543169349306384

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