Skip to content
Nonprofiteer
← LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION INC

Form 990 for tax year 2022

Filed by LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION INC.

Totals

Total revenue
$328,526
Total expenses
$775,894
Contributions and grants received
$10,172
Grants paid
$617,107
Program service revenue
$0
Investment income
$309,438
Other revenue
$8,916
Total assets, end of year
$9,153,111
Total liabilities, end of year
$9,153,111
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$617,107
Management and general expenses
$58,787
Fundraising expenses
$100,000
Program service expenses (Part III)
$617,107

Program services were 79.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RICKLEFS STEVE

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • FOLDEN DENNIS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • HOLMQUIST MARK

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • AKERBERG CLINTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • HALAAS BISHOP LORNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • BYL MIKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • CHRISTENSEN TONY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • FERGUS KATIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • HAMILTON SCOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • HULTGREN DAVID

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • MONGAN JODI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • PATTERSON KLINTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • EKHARDT REV BILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • TATROE BARBARA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • ZELLMER DARLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • TWARDOS JOHN

    PRESIDENT/CEO

    Total calculated
    $277,878
    From this org
    $0
    From related orgs
    $261,682
    Other
    $16,196
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,682 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,196 related
    Filer's total
    $0 + $277,878 related

  • KNIEF RONI

    CFO

    Total calculated
    $112,937
    From this org
    $0
    From related orgs
    $107,321
    Other
    $5,616
    Hours/week
    1 + 41 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)

SCHEDULE J, PART I, LINE 3:
LSI FND DOES NOT COMPENSATE ANY INDIVIDUALS AND AS SUCH HAS NO FORMAL COMPENSATION REVIEW PROCESS. THE COMPENSATION LISTED ON SCHEDULE J, PART II IS UNRELATED TO ANY SERVICES PERFORMED FOR THE BENEFIT OF LSI FND. LSI, THE RELATED PARTY, USES A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION SURVEY/STUDY AND APPROVAL BY ITS BOARD WHEN DETERMINING COMPENSATION FOR THE INDIVIDUAL LISTED ON SCHEDULE J, PART II.

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

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323199349303447

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.