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Nonprofiteer
← LUTHERAN SOCIAL SERVICES OF INDIANA INC

Form 990 for tax year 2024

Filed by LUTHERAN SOCIAL SERVICES OF INDIANA INC.

Totals

Total revenue
$5,196,575
Total expenses
$6,110,940
Contributions and grants received
$2,866,176
Grants paid
$235,631
Program service revenue
$2,200,845
Investment income
$129,554
Other revenue
$0
Total assets, end of year
$7,344,287
Total liabilities, end of year
$569,620
Net assets or fund balances, end of year
$6,774,667
Program services expenses (Part IX)
$4,939,035
Management and general expenses
$892,044
Fundraising expenses
$279,861
Program service expenses (Part III)
$4,939,035

Program services were 80.8% 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.

  • 1a · Federated campaigns

    $129,700

  • 1e · Government grants (contributions)

    $1,669,495

  • 1f · All other contributions, gifts and grants

    $1,066,981

  • 2a · Program service revenue: COMMUNITY PARTNERS

    total $1,008,587 · related or exempt $1,008,587

  • 2b · Program service revenue: CHILD CARE FEES

    total $128,729 · related or exempt $128,729

  • 2c · Program service revenue: ECHO

    total $11,786 · related or exempt $11,786

  • 2d · Program service revenue: CLINICAL SERVICES & BALANCE WORKS

    total $465,925 · related or exempt $465,925

  • 2e · Program service revenue: RECOVERY CARE TEAM

    total $528,704 · related or exempt $528,704

  • 2f · All other program service revenue

    total $57,114 · related or exempt $57,114 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $129,107 · excluded $129,107

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $321,784

  • 7b · Less cost or other basis and sales expenses

    securities $321,337

  • 7c · Gain or loss

    securities $447 · other assets $0

  • 7d · Net gain or loss

    total $447 · excluded $447

  • 8c · Net income from fundraising events

    total $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $235,631 · program services $235,631

  • 5 · Compensation of officers, directors and key employees

    total $355,214 · management and general $301,932 · fundraising $53,282

  • 7 · Other salaries and wages

    total $3,057,912 · program services $2,599,225 · management and general $305,791 · fundraising $152,896

  • 8 · Pension plan contributions

    total $73,426 · program services $62,412 · management and general $7,343 · fundraising $3,671

  • 9 · Other employee benefits

    total $413,539 · program services $351,508 · management and general $41,354 · fundraising $20,677

  • 10 · Payroll taxes

    total $252,316 · program services $214,468 · management and general $25,232 · fundraising $12,616

  • 11b · Fees: legal

    total $115,907 · management and general $115,907

  • 11c · Fees: accounting

    total $29,370 · management and general $29,370

  • 11f · Fees: investment management

    total $15,415 · management and general $15,415

  • 11g · Fees: other

    total $55,360 · program services $52,592 · management and general $1,661 · fundraising $1,107

  • 12 · Advertising and promotion

    total $61,716 · program services $55,544 · fundraising $6,172

  • 13 · Office expenses

    total $202,839 · program services $192,697 · management and general $6,085 · fundraising $4,057

  • 14 · Information technology

    total $141,805 · program services $134,715 · management and general $4,254 · fundraising $2,836

  • 16 · Occupancy

    total $450,406 · program services $427,886 · management and general $13,512 · fundraising $9,008

  • 17 · Travel

    total $93,806 · program services $89,116 · management and general $2,814 · fundraising $1,876

  • 19 · Conferences, conventions and meetings

    total $56,553 · program services $56,553

  • 22 · Depreciation, depletion and amortization

    total $146,886 · program services $139,541 · management and general $4,407 · fundraising $2,938

  • 24a · Other expenses: INDIVIDUAL PROGRAM COSTS

    total $149,115 · program services $149,115

  • 24b · Other expenses: BANK FEES

    total $19,575 · program services $18,596 · management and general $587 · fundraising $392

  • 24c · Other expenses: EQUIPMENT MAINTENANCE

    total $28,883 · program services $27,439 · management and general $866 · fundraising $578

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $12,522 · program services $10,642 · management and general $1,254 · fundraising $626

  • 24e · All other expenses

    total $142,744 · program services $121,355 · management and general $14,260 · fundraising $7,129

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,237,487 · end of year $391,102

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $1,352,962 · end of year $1,049,790

  • 4 · Accounts receivable

    beginning of year $538,448 · end of year $574,713

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $89,822 · end of year $118,636

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

    $2,865,117

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

    $1,612,458

  • 10c · Land, buildings and equipment, net

    beginning of year $1,042,358 · end of year $1,252,659

  • 11 · Investments: publicly traded securities

    beginning of year $2,975,502 · end of year $3,111,507

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,027,757 · end of year $845,880

  • 17 · Accounts payable and accrued expenses

    beginning of year $353,212 · end of year $359,120

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $264,857 · end of year $210,500

  • 27 · Net assets without donor restrictions

    beginning of year $5,152,346 · end of year $4,811,594

  • 28 · Net assets with donor restrictions

    beginning of year $2,493,921 · end of year $1,963,073

Mission and programs · 2024

Mission

TO PROMOTE THE OVERALL HEALTH OF OUR COMMUNITY, LSSI FOCUSES ON EQUIPPING WILLING FAMILIES FACING THE MOST CHALLENGING OBSTACLES WITH THE SKILLS NECESSARY TO MAKE POSITIVE LIFE CHOICES AS EVIDENCED BY ADVANCEMENT TOWARD ECONOMIC AND FAMILY STABILITY.

Activities or mission (Part I)

TO EXPRESS THE LOVE OF JESUS CHRIST FOR ALL PEOPLE THROUGH SERVICES THAT EMPOWER INDIVIDUALS AND FAMILIES TO MOVE TOWARD SOCIAL, EMOTIONAL, AND SPIRITUAL WHOLENESS.

  • Children's Village Early Learning Center is a licensed and nationally accredited Early Learning and Child Care Center that provides social, emotional, and cognitive development curriculum along with intergenerational activities for children ages 6 weeks through PreK. The center is located on the campus of Lutheran Life Villages South Anthony Campus. During 2024, 118 children were served in this program.

    Expenses $1,767,772 · Grants $48,450 · Revenue $128,729

  • Balance Works provides licensed therapy services to address the mental and behavioral health needs of children, adolescents, and adults in our community. This program served 326 individuals during 2024.

    Expenses $648,399 · Grants $133,655 · Revenue $661,505

  • LSSI Works provides personal and professional skills training for those underemployed and seeking sustainable, long-term employment. This program served 48 individuals in 2024.

    Expenses $422,685 · Grants $1,858 · Revenue $47,474

  • LSSI (LASTING STABILITY AND SUCCESS FOR INDIVIDUALS) WORKS IS A WORKFORCE INITIATIVE PROVIDING PARTICIPANTS PERSONAL AND PROFESSIONAL SKILL DEVELOPMENT TO HELP THEM OBTAIN FULL TIME CAREER PATH EMPLOYMENT. THIS IS DONE THROUGH A SIMULATED WORKPLACE ENVIRONMENT WITH INTENTIONAL COMMUNITY BUILDING, AND FOCUS ON REDUCING THE PARTICIPANT'S PERSONAL BARRIERS TO EMPLOYMENT. FOLLOWING THE INITIAL SKILL DEVELOPMENT, PARTICIPANTS CONTINUE TO LEARN PROFESSIONAL SKILLS AND IDENTIFY THEIR PASSIONS. ONCE EMPLOYED IN A SUSTAINABLE POSITION, LSSI WORKS STAFF PROVIDE SUPPORT FOR AN ENTIRE CALENDAR YEAR, TO HELP ENSURE LONG-TERM SUCCESS. THIS PROGRAM SERVED 48 INDIVIDUALS IN 2024.

    Expenses $2,100,179 · Grants $51,668 · Revenue $1,363,137

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KEVIN MORSE

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    3

  • LAURA GOFF

    BOARD VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    3

  • MEREDITH TOURNEY

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • RICH BIENZ

    BOARD CHAIRPERSON

    Total calculated
    $0
    Hours/week
    3

  • ANDY SCHUMM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BETH NIETER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JILL CLEM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL MABEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • REBECCA AHLERSMEYER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • REVEREND DANIEL MAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • REVEREND MICHAEL WAKELAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ANGELA MOELLERING

    PRESIDENT & CEO

    Total calculated
    $189,894
    From this org
    $177,813
    From related orgs
    $0
    Other
    $12,081
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,625
    Bonus
    $0
    Other
    $1,188
    Deferred
    $8,002
    Nontaxable benefits
    $4,079
    Filer's total
    $189,894

  • SHAWNA SQUIBB

    CFAO

    Total calculated
    $165,320
    From this org
    $138,392
    From related orgs
    $0
    Other
    $26,928
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $124,792
    Bonus
    $13,600
    Other
    $0
    Deferred
    $5,890
    Nontaxable benefits
    $21,038
    Filer's total
    $165,320

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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

No itemized grants to organizations on this return.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2024
Filed
9 May 2025
IRS schema version
2024v5.1
Source object
202541299349302974

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