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← LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS

Form 990 for tax year 2022

Filed by LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS.

What the amendment changed

Compared with the return it replaced , filed 15 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$42,310,859 changed to $42,395,309
Program service revenue
$35,304,773 changed to $35,389,223
Total assets, end of year
$24,768,206 changed to $24,852,656
Net assets or fund balances, end of year
$11,336,830 changed to $11,421,280
Program services expenses
$33,516,037 changed to $33,807,071
Management and general expenses
$5,777,115 changed to $5,477,614
Fundraising expenses
$688,070 changed to $696,537
Program service expenses (Part III)
$33,516,037 changed to $33,807,071

Totals

Total revenue
$42,395,309
Total expenses
$39,981,222
Contributions and grants received
$5,739,179
Grants paid
$10,614,747
Program service revenue
$35,389,223
Investment income
$9,183
Other revenue
$1,257,724
Total assets, end of year
$24,852,656
Total liabilities, end of year
$13,431,376
Net assets or fund balances, end of year
$11,421,280
Program services expenses (Part IX)
$33,807,071
Management and general expenses
$5,477,614
Fundraising expenses
$696,537
Program service expenses (Part III)
$33,807,071

Program services were 84.6% 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
    $231,596
    From this org
    $219,216
    From related orgs
    $0
    Other
    $12,380
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $219,216
    Bonus
    $0
    Other
    $0
    Deferred
    $1,314
    Nontaxable benefits
    $11,066
    Filer's total
    $231,596

  • Rev Bill Geis

    Board Chair (until 01/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Anthony Stephens

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Melvin Faulkner

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Laurie Erickson

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mandy Lesko

    Board Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bruce Meier

    Board Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Christine Peggau

    Board Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tracy Stockard

    Board Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert Blackwell

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Paul Bacon

    At Large Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev Jeffrey Howell

    At Large Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev David Lyle

    At Large Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tamela Milan-Alexander

    At Large Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ralph Morris

    At Large Board Member (until 01/23)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Wayne Price

    At Large Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Patrick Schott

    At Large Board Member (until 01/23)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Gretchen Winter

    At Large Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brenna Woodley

    At Large Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Beverly Jones

    Vice President & COO

    Total calculated
    $190,665
    From this org
    $180,422
    From related orgs
    $0
    Other
    $10,243
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $180,422
    Bonus
    $0
    Other
    $0
    Deferred
    $1,075
    Nontaxable benefits
    $9,168
    Filer's total
    $190,665

  • LaTasha Roberson-Guifarro

    VP and Chief Strategy & Innov. Off.

    Total calculated
    $137,011
    From this org
    $128,124
    From related orgs
    $0
    Other
    $8,887
    Hours/week
    40 + 1 related

  • Cheryl Wendt

    VP and Chief Development Officer

    Total calculated
    $134,208
    From this org
    $133,188
    From related orgs
    $0
    Other
    $1,020
    Hours/week
    40 + 1 related

  • Dhiren Shah

    Chief Financial Officer

    Total calculated
    $87,115
    From this org
    $80,253
    From related orgs
    $0
    Other
    $6,862
    Hours/week
    40 + 1 related

  • Heidi Jesswein-Darville

    Director of Human Resources

    Total calculated
    $126,539
    From this org
    $100,880
    From related orgs
    $0
    Other
    $25,659
    Hours/week
    40

  • Maria Avila

    Assistant Controller

    Total calculated
    $106,260
    From this org
    $104,417
    From related orgs
    $0
    Other
    $1,843
    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 · Compensation committee
  • 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.

  • Arthur D Day and Armilda A Day Memorial Trust

    T · Trust · IL · 100% owned · share of income $63,936 · share of assets $3,359,250 · controlled entity

    Directly controlled by Lutheran Child and Family Services of Illinois

  • Camp Wartburg

    C · Retreat Center and Camp · IL · 100% owned · controlled entity

    Directly controlled by Lutheran Child and Family Services of Illinois

Provenance

Return type
form_990
Tax year
2022
Filed
10 July 2024
IRS schema version
2022v5.0
Source object
202411939349300926

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