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← LUTHERAN HOUSING SERVICES 9 INCORPORATED

Form 990 for tax year 2022

Filed by LUTHERAN HOUSING SERVICES 9 INCORPORATED.

Totals

Total revenue
$321,421
Total expenses
$942,110
Contributions and grants received
$1,051
Grants paid
$0
Program service revenue
$306,770
Investment income
-$9,233
Other revenue
$22,833
Total assets, end of year
$4,734,146
Total liabilities, end of year
$9,296,898
Net assets or fund balances, end of year
-$4,562,752
Program services expenses (Part IX)
$800,256
Management and general expenses
$141,854
Fundraising expenses
$0
Program service expenses (Part III)
$800,256

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM R MARSHALL

    PRESIDENT/CE

    Total calculated
    $391,925
    From this org
    $0
    From related orgs
    $327,636
    Other
    $64,289
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $326,542 related
    Bonus
    not reported
    Other
    not reported + $1,094 related
    Deferred
    not reported + $40,399 related
    Nontaxable benefits
    not reported + $23,890 related
    Filer's total
    not reported + $391,925 related

  • LORINDA SCHALK

    TREASURER/CF

    Total calculated
    $259,587
    From this org
    $0
    From related orgs
    $221,861
    Other
    $37,726
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $221,723 related
    Bonus
    not reported
    Other
    not reported + $138 related
    Deferred
    not reported + $26,928 related
    Nontaxable benefits
    not reported + $10,798 related
    Filer's total
    not reported + $259,587 related

  • KEVIN RAHE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • PAUL SIEBEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • DANIEL WAKEMAN

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • LYNN WARREN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • LEE WUNSCHEL

    CHAIR

    Total calculated
    $0
    Hours/week
    0.25

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
WILLIAM R. MARSHALL 0 26,928 0 LORINDA SCHALK 0 17,952 0
SCHEDULE J, PAGE 1, PART I, LINE 7
THE CEO RECEIVES A CONTRIBUTION OF UP TO 10% OF HIS GROSS WAGES TO THE DEFERRED COMPENSATION PLAN IF THE RELATED PARENT ORGANIZATION MEETS CERTAIN BENCHMARKS ESTABLISHED BY THE BOARD OF DIRECTORS.

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
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202333179349304188

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