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Nonprofiteer
← LUTHERAN SERVICES IN AMERICA INCORPORATED

Form 990 for tax year 2023

Filed by LUTHERAN SERVICES IN AMERICA INCORPORATED.

Totals

Total revenue
$6,253,003
Total expenses
$5,985,399
Contributions and grants received
$5,578,027
Grants paid
$2,065,085
Program service revenue
$403,677
Investment income
$262,744
Other revenue
$8,555
Total assets, end of year
$10,300,820
Total liabilities, end of year
$1,898,150
Net assets or fund balances, end of year
$8,402,670
Program services expenses (Part IX)
$4,932,461
Management and general expenses
$739,662
Fundraising expenses
$313,276
Program service expenses (Part III)
$4,932,461

Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MS COLLEEN FRANKENFIELD

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MR ERIC GURLEY

    DIRECTOR, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DR KRISTEN GAY

    DIRECTOR, SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MR BILL ANDREWS

    DIRECTOR, TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • MS JANE ISAACS LOWE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR DAVID DUEA

    DIRECTOR (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    1

  • MR DARRELL R GORDON

    DIRECTOR (THRU 03/2024)

    Total calculated
    $0
    Hours/week
    1

  • REV BARBARA LUND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR ANTONIO OFTELIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS PAULA PHILLIPPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REV KEVIN D ROBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REV JEFFREY THIEMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR DAVID TROST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • REV MICHAEL MEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS ELIZABETH SULLIVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALESIA FRERICHS

    PRESIDENT AND CEO

    Total calculated
    $264,732
    From this org
    $242,750
    From related orgs
    $0
    Other
    $21,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,750
    Bonus
    $0
    Other
    $0
    Deferred
    $7,283
    Nontaxable benefits
    $14,699
    Filer's total
    $264,732

  • JOANN THEYS

    CFO (AS OF 10/2023)

    Total calculated
    $27,200
    From this org
    $27,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    8.3

  • STANLEY BERMAN

    CFO (THRU 11/2023)

    Total calculated
    $44,000
    From this org
    $44,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8.45

  • DEBORAH HOESLY

    VP DEVELOPMENT

    Total calculated
    $190,124
    From this org
    $183,962
    From related orgs
    $0
    Other
    $6,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,962
    Bonus
    $0
    Other
    $0
    Deferred
    $5,519
    Nontaxable benefits
    $643
    Filer's total
    $190,124

  • KENT MITCHELL

    VICE PRESIDENT OF STRATEGY & INNOVATION

    Total calculated
    $133,898
    From this org
    $123,500
    From related orgs
    $0
    Other
    $10,398
    Hours/week
    40

  • BOLA SODEINDE

    BUSINESS OPERATIONS MANAGER

    Total calculated
    $120,522
    From this org
    $108,680
    From related orgs
    $0
    Other
    $11,842
    Hours/week
    40

  • RENADA JOHNSON

    SR DIRECTOR OF CHILDREN, YOUTH & FAMILY INITIATIVE

    Total calculated
    $119,382
    From this org
    $108,606
    From related orgs
    $0
    Other
    $10,776
    Hours/week
    40

  • SUSAN NEWTON

    SENIOR DIRECTOR OF STRATEGIC INITIATIVES

    Total calculated
    $148,162
    From this org
    $131,463
    From related orgs
    $0
    Other
    $16,699
    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 · Independent compensation consultant
  • 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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202413119349300236

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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