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Nonprofiteer
← LSS MANOR INC MARQUETTE

Form 990 for tax year 2023

Filed by LSS MANOR INC MARQUETTE.

Totals

Total revenue
$157,270
Total expenses
$220,206
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$156,028
Investment income
$34
Other revenue
$1,208
Total assets, end of year
$746,113
Total liabilities, end of year
$126,530
Net assets or fund balances, end of year
$619,583
Program services expenses (Part IX)
$191,395
Management and general expenses
$28,811
Fundraising expenses
$0
Program service expenses (Part III)
$191,395

Program services were 86.9% 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 $156,028 · related or exempt $156,028

  • 3 · Investment income

    total $34 · excluded $34

  • 11a · Other revenue: COIN APPLIANCES

    total $1,208 · related or exempt $1,208

  • 11e · Other revenue, total

    $1,208

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $49,765 · program services $38,245 · management and general $11,520

  • 8 · Pension plan contributions

    total $995 · program services $995

  • 9 · Other employee benefits

    total $3,999 · program services $3,999

  • 10 · Payroll taxes

    total $3,086 · program services $3,086

  • 11a · Fees: management

    total $14,400 · management and general $14,400

  • 11c · Fees: accounting

    total $9,782 · program services $6,902 · management and general $2,880

  • 13 · Office expenses

    total $15,364 · program services $15,364

  • 16 · Occupancy

    total $64,163 · program services $64,163

  • 19 · Conferences, conventions and meetings

    total $750 · program services $750

  • 22 · Depreciation, depletion and amortization

    total $39,524 · program services $39,524

  • 23 · Insurance

    total $5,459 · program services $5,459

  • 24a · Other expenses: SERVICE COORDINATOR

    total $10,281 · program services $10,281

  • 24b · Other expenses: MISC ADMIN

    total $2,627 · program services $2,627

  • 24c · Other expenses: MISC FIN

    total $11 · management and general $11

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,022 · end of year $5,372

  • 2 · Savings and temporary cash investments

    beginning of year $99,657 · end of year $106,302

  • 4 · Accounts receivable

    beginning of year $572 · end of year $1,360

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,845 · end of year $1,939

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

    $1,565,217

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

    $941,519

  • 10c · Land, buildings and equipment, net

    beginning of year $661,382 · end of year $623,698

  • 15 · Other assets

    beginning of year $8,298 · end of year $7,442

  • 17 · Accounts payable and accrued expenses

    beginning of year $89,959 · end of year $118,569

  • 19 · Deferred revenue

    end of year $519

  • 25 · Other liabilities

    beginning of year $8,298 · end of year $7,442

  • 27 · Net assets without donor restrictions

    beginning of year $682,519 · end of year $619,583

Mission and programs · 2023

Mission

LEAD COMPASSIONATELY. SERVE HUMBLY. LEAD COURAGEOUSLY.

Activities or mission (Part I)

TO PROVIDE HOUSING FACILITIES AND SERVICES FOR LOW-INCOME OLDER ADULTS.

  • LSS MANOR, INC.- MARQUETTE (OAKWOOD VILLAGE) IS A SERVICE CORPORATION FOR THE PURPOSE OF PROVIDING PREMIER LOW-INCOME HOUSING FACILITIES AND SERVICES FOR OUR TENANTS. OAKWOOD VILLAGE OFFERS 16 UNITS OF SUBSIDIZED HOUSING FOR OLDER ADULTS IN COOPERATION WITH THE US DEPARTMENT OF HOUSING & URBAN DEVELOPMENT. OAKWOOD VILLAGE 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 $191,395 · Revenue $157,236

As filed on the 2023 return.

Listed in Part VII

  • HECTOR COLON

    PRESIDENT

    Total calculated
    $500,129
    From this org
    $0
    From related orgs
    $461,890
    Other
    $38,239
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,708 related
    Bonus
    $0 + $86,182 related
    Other
    $0
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $31,639 related
    Filer's total
    $0 + $500,129 related

  • JOSEPH ARZBECKER

    VP/ASST SECRETARY

    Total calculated
    $335,324
    From this org
    $0
    From related orgs
    $302,410
    Other
    $32,914
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,011 related
    Bonus
    $0 + $48,399 related
    Other
    $0
    Deferred
    $0 + $4,562 related
    Nontaxable benefits
    $0 + $28,352 related
    Filer's total
    $0 + $335,324 related

  • RANDY OLESZAK

    VP/ASST TREASURER

    Total calculated
    $319,851
    From this org
    $0
    From related orgs
    $295,243
    Other
    $24,608
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,991 related
    Bonus
    $0 + $47,252 related
    Other
    $0
    Deferred
    $0 + $4,836 related
    Nontaxable benefits
    $0 + $19,772 related
    Filer's total
    $0 + $319,851 related

  • DENNIS HANSON

    VP/ASST SECRETARY

    Total calculated
    $174,136
    From this org
    $0
    From related orgs
    $160,935
    Other
    $13,201
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,083 related
    Bonus
    $0 + $13,852 related
    Other
    $0
    Deferred
    $0 + $3,112 related
    Nontaxable benefits
    $0 + $10,089 related
    Filer's total
    $0 + $174,136 related

  • JOSE OLIVIERI

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ERIC LORENZ

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATIE BAARDSETH

    SECOND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL LOSENEGGER

    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
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202403129349301765

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