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← LUTHERAN HOUSING SERVICES NUMBER 5INCORPORATED

Form 990 for tax year 2022

Filed by LUTHERAN HOUSING SERVICES NUMBER 5INCORPORATED.

Totals

Total revenue
$559,461
Total expenses
$484,955
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$556,227
Investment income
$553
Other revenue
$2,681
Total assets, end of year
$1,176,229
Total liabilities, end of year
$1,313,233
Net assets or fund balances, end of year
-$137,004
Program services expenses (Part IX)
$362,338
Management and general expenses
$122,617
Fundraising expenses
$0
Program service expenses (Part III)
$362,338

Program services were 74.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM R MARSHALL

    PRSIDENT/CEO

    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

  • AMANDA SCHROEDER

    VP-HOME & CO

    Total calculated
    $176,091
    From this org
    $0
    From related orgs
    $150,997
    Other
    $25,094
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    not reported + $150,515 related
    Bonus
    not reported
    Other
    not reported + $482 related
    Deferred
    not reported + $6,243 related
    Nontaxable benefits
    not reported + $18,851 related
    Filer's total
    not reported + $176,091 related

  • ANN MARSHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • KATHY MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • KEVIN RAHE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • JONATHON RUSCHE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • LOGAN SCHEIWE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • PAUL SIEBEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • MARK SNYDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • DANIEL WAKEMAN

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • MELISSA WARNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • LYNN WARREN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • MARK WENTZ

    DIRECTOR

    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 CONRIBUTION 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
10 November 2023
IRS schema version
2022v5.0
Source object
202323149349300307

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