Form 990 for tax year 2023

Totals

Total revenue

$117,827,841

Total expenses

$119,110,981

Contributions and grants received

$102,375,369

Grants paid

$12,821,263

Program service revenue

$13,496,302

Investment income

$1,013,533

Other revenue

$942,637

Total assets, end of year

$74,014,070

Total liabilities, end of year

$19,617,473

Net assets or fund balances, end of year

$54,396,597

Program services expenses (Part IX)

$107,916,314

Management and general expenses

$9,607,175

Fundraising expenses

$1,587,492

Program service expenses (Part III)

$107,916,314

Program services were 90.6% 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.

Mission and programs · 2023

• OUR CHILDREN'S SERVICES INCLUDED OUR FOSTER IN TEXAS PROGRAM WHERE A FAMILY PARTNERS WITH UPBRING TO OPEN THEIR HOME AND THEIR HEARTS TO A CHILD IN NEED, PROVIDING SUPPORT FOR IMMEDIATE NEEDS SUCH AS FOOD, CLOTHING AND SHELTER. UPBRING ALSO PROVIDES LONG-TERM SUPPORT TO HELP CHILDREN BUILD STRONG BONDS WITH THEIR NEW FAMILY MEMBERS. FOSTER PARENTS ARE TRAINED IN TRAUMA-INFORMED CARE, SO THEY CAN HELP THEIR CHILDREN HEAL FROM THE CIRCUMSTANCES THAT BROUGHT THEM INTO FOSTER CARE. ADOPTIONS OCCUR NATURALLY THROUGH THE FOSTER IN TEXAS PROGRAM, AND ARE COMPLEMENTED BY DOMESTIC AND INTERNATIONAL ADOPTION SERVICES TO HELP CHILDREN FIND THEIR FOREVER FAMILIES. BEREAL SUPPORTS YOUNG ADULTS AGING OUT OF FOSTER CARE WITH HOUSING, ASSISTANCE FOR BASIC NEEDS, AND A STRATEGY FOR ACHIEVING THEIR LIFE GOALS.

  Expenses $10,966,472 · Grants $5,595,540 · Revenue $10,844,086

• RESIDENTIAL TREATMENT PROGRAMS INCLUDE LIFE-CHANGING WORK BEING DONE AT OUR NEW LIFE AND KRAUSE CHILDREN'S CENTERS THAT PROVIDE A SAFE PLACE FOR GIRLS FROM ACROSS TEXAS TO HEAL FROM CHILDHOOD TRAUMAS. UPBRING'S CHILDREN'S SHELTERS AND TRANSITIONAL FOSTER CARE PROGRAMS PROVIDE CARE AND SUPPORT FROM OUR COMPASSIONATE STAFF AND NURTURING FOSTER PARENTS UNTIL THEIR FAMILIES CAN BE LOCATED.

  Expenses $4,726,946 · Grants $440,446 · Revenue $3,210,635

• EDUCATION SERVICES INCLUDE HEADSTART AND EARLY HEADSTART PRESCHOOL PROGRAMS THAT HELP CHILDREN FROM LOW-INCOME FAMILIES PREPARE TO START KINDERGARTEN READY TO LEARN. EDUCATION SERVICES ALSO INCLUDE PROGRAMS AT UPBRING SCHOOL OF ARTS AND SCIENCES IN AUSTIN. THE SCHOOL PROVIDES EDUCATION SERVICES TO CHILDREN AGES SIX-WEEKS TO ELEMENTARY AGE, RESERVING SPACES FOR CHILDREN IN THE FOSTER CARE SYSTEM.

  Expenses $19,371,328 · Grants $372,043 · Revenue $6,429

• THE OFFICE OF REFUGEE RESETTLEMENT (ORR) IN TEXAS AND THROUGHOUT THE UNITED STATES HELPS NEW POPULATIONS INTEGRATE INTO AMERICAN LIFE BY CONNECTING THEM TO CRITICAL RESOURCES. UPBRING OPERATES FOUR ORR PROGRAMS IN TEXAS FOR CHILDREN WHO HAVE MIGRATED TO THE U.S. ALONE OR WITH OTHER MINORS. RATHER THAN BEING DEPORTED, CHILDREN WHO CROSS THE BORDER ALONE FROM CENTRAL AMERICA ARE TURNED OVER TO ORR, HELD IN DESIGNATED FACILITIES AND PROVIDED WITH SERVICES UNTIL THEIR FAMILY MEMBERS CAN BE LOCATED. THIS EXPERIENCE ALONE CAN BE SCARY, BUT THE STAFF AT UPBRING SHELTERS PROVIDE THE CHILDREN WITH AROUND-THE-CLOCK ATTENTION, CARING FOR THEIR PHYSICAL, EMOTIONAL AND SPIRITUAL WELL-BEING.

  Expenses $71,247,080 · Grants $6,297,694

• COMMUNITY SERVICES ARE PROVIDED PRIMARILY IN LUBBOCK, TEXAS AND HELP THOSE IN NEED WITH EMERGENCY ASSISTANCE FOR FOOD, UTILITIES, PRESCRIPTIONS, FREE HEALTH SCREENINGS AND CONSULTATIONS.

  Expenses $420,917 · Grants $115,039

• COMMUNITY INTEGRATION AND INNOVATION INITIATIVES: AS FAMILIES CONTINUE TO FACE THE STRESSORS OF POVERTY, DRUG ADDICTION, ISOLATION AND OTHER RISK FACTORS THAT CAN LEAD TO THE ABUSE OF CHILDREN, OUR ATTENTION AND RESOURCES WILL CONTINUE TO BE FOCUSED ON DEVELOPING A FRAMEWORK DESIGNED TO DRIVE TRANSFORMATIVE CHANGE IN BREAKING THE CYCLE OF CHILD ABUSE THROUGH: INNOVATIVE PROGRAMS, NEW PARTNERSHIPS AND AN EXPANDING NETWORK OF COMMUNITY SERVICES.

  Expenses $1,183,571 · Grants $501

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• LUTHERAN PROPERTIES INC

  $171,118

  OPERATIONAL SUPPORT TO RELATED ENTITY

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.

• VILLAGE AT GLEANNLOCH FARMS INC

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• LUTHERAN PROPERTIES INC

  501(C)(3) · TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• ELCA COPPERFIELD VILLAGE

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• LUTHERAN SOCIAL SERVICES DISASTER RESPONSE

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• LUBBOCK LUTHERAN RETIREMENT CORP

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• LUTHERAN AFFORDABLE HOUSING CORP

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• LUTHERAN RTC SENIOR SERVICES INC

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• BOKENKAMP CHILDREN'S RESIDENTIAL TREATMENT CENTER

  501(C)(3) · TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• NEW LIFE CHILDREN'S RESIDENTIAL TREATMENT CENTER

  501(C)(3) · TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• KRAUSE CHILDREN'S RESIDENTIAL TREATMENT CENTER

  501(C)(3) · TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• NELSON CHILDREN'S RESIDENTIAL TREATMENT CENTER

  501(C)(3) · TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• LUTHERAN SENIOR SERVICES

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• KRUSE MEMORIAL LUTHERAN VILLAGE INC

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• LUTHERAN SOCIAL SERVICES BENEVOLENCE FOUNDATION

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

• PEACE LAKE TOWERS INC

  501(C)(3) · TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST · TX · controlled entity

  Directly controlled by LUTHERAN SOCIAL SERVICES OF THE SOUTH

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.

Provenance

Return type

form_990

Tax year

2023

Filed

17 October 2024

IRS schema version

2023v5.1

Source object

202422929349300227

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.