Form 990 for tax year 2022

Filed by PASTORAL LEADERSHIP INSTITUTE.

Totals

Total revenue: $3,387,771
Total expenses: $2,641,203
Contributions and grants received: $2,852,741
Grants paid: $386,483
Program service revenue: $532,360
Investment income: $2,670
Other revenue: $0
Total assets, end of year: $3,423,850
Total liabilities, end of year: $259,247
Net assets or fund balances, end of year: $3,164,603
Program services expenses (Part IX): $1,870,743
Management and general expenses: $516,252
Fundraising expenses: $254,208
Program service expenses (Part III): $1,870,743

Program services were 70.8% 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.

1f · All other contributions, gifts and grants

$2,852,741
1g · Noncash contributions included above

$177,464
2a · Program service revenue: CONFERENCE/TRAINING FE

total $532,360 · related or exempt $532,360
3 · Investment income

total $3,067 · excluded $3,067
7a · Gross sales of assets other than inventory

securities $17,174
7b · Less cost or other basis and sales expenses

securities $17,571
7c · Gain or loss

securities -$397
7d · Net gain or loss

total -$397 · excluded -$397

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $264,987 · program services $264,987
2 · Grants to domestic individuals

total $121,496 · program services $121,496
5 · Compensation of officers, directors and key employees

total $305,100 · program services $153,826 · management and general $47,618 · fundraising $103,656
6 · Compensation of disqualified persons

total $99,579 · program services $71,111 · management and general $12,730 · fundraising $15,738
7 · Other salaries and wages

total $466,939 · program services $397,206 · management and general $44,145 · fundraising $25,588
8 · Pension plan contributions

total $74,230 · program services $54,467 · management and general $8,441 · fundraising $11,322
9 · Other employee benefits

total $34,750 · program services $31,023 · management and general $3,423 · fundraising $304
10 · Payroll taxes

total $27,566 · program services $19,983 · management and general $3,160 · fundraising $4,423
11c · Fees: accounting

total $12,100 · program services $1,856 · management and general $9,670 · fundraising $574
11f · Fees: investment management

total $2,356 · management and general $2,356
11g · Fees: other

total $215,301 · program services $33,021 · management and general $172,068 · fundraising $10,212
12 · Advertising and promotion

total $696 · management and general $696
13 · Office expenses

total $35,242 · program services $633 · management and general $20,782 · fundraising $13,827
14 · Information technology

total $16,739 · program services $3,729 · management and general $13,010
16 · Occupancy

total $77,209 · management and general $77,209
17 · Travel

total $294,945 · program services $172,910 · management and general $62,088 · fundraising $59,947
19 · Conferences, conventions and meetings

total $553,221 · program services $516,211 · management and general $28,710 · fundraising $8,300
23 · Insurance

total $6,282 · management and general $6,282
24a · Other expenses: MISCELLANEOUS

total $32,465 · program services $28,284 · management and general $3,864 · fundraising $317

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,274,589 · end of year $1,092,902
2 · Savings and temporary cash investments

beginning of year $16,831 · end of year $16,860
3 · Pledges and grants receivable

beginning of year $867,218 · end of year $1,617,715
4 · Accounts receivable

beginning of year $37,959 · end of year $86,539
9 · Prepaid expenses and deferred charges

beginning of year $74,353 · end of year $88,673
10a · Land, buildings and equipment: cost or other basis

$40,338
10b · Land, buildings and equipment: accumulated depreciation

$40,338
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $531,440 · end of year $447,819
14 · Intangible assets

end of year $66,323
15 · Other assets

beginning of year $7,019 · end of year $7,019
17 · Accounts payable and accrued expenses

beginning of year $67,818 · end of year $28,456
19 · Deferred revenue

beginning of year $224,494 · end of year $155,652
25 · Other liabilities

beginning of year $16,163 · end of year $75,139
27 · Net assets without donor restrictions

beginning of year $793,575 · end of year $994,197
28 · Net assets with donor restrictions

beginning of year $1,707,359 · end of year $2,170,406

Mission and programs · 2022

Mission

INTENTIONALLY DEVELOPING AND RELEASING PASTORAL LEADERS TO MULTIPLY MISSIONAL LEADERSHIP FOR THE PURPOSE OF CONNECTING PEOPLE TO JESUS

Activities or mission (Part I)

TO PROVIDE ADVANCED LEADERSHIP TRAINING FOR PASTORS

TRAINING AND INVESTING IN MULTIPLYING MISSIONAL LEADERS, PLI INVESTS IN LEADERS TO HAVE WIDER INFLUENCE FOR THE SAKE OF THE GOSPEL IN THEIR COMMUNITIES AND EFFECTIVE LEADERSHIP IN THEIR MINISTRIES. PLI TRAINING HAPPENS AT THE INTERSECTION OF LEADERSHIP, DISCIPLESHIP, AND MISSION. LEADERS ARE TRANSFORMED AND EQUIPPED TO LEAD CHANGE AND TO GROW AND MULTIPLY MORE MISSIONAL LEADERS. IN 2022 A TOTAL OF 2,709 PASTORS, THEIR SPOUSES, AND OTHER LEADERS WERE ENGAGED IN PLI TRAINING IN THE UNITED STATES AND AROUND THE GLOBE. PLI FACILITATED 41 LEARNING COMMUNITIES FOR 56 NEW SEMINARY GRADUATES AND SPOUSES, 80 YOUNG NON-CHURCH LEADERS, AND 2,573 PASTORS AND THEIR SPOUSES FROM AROUND THE GLOBE.

Expenses $1,870,743 · Grants $386,483 · Revenue $532,360

As filed on the 2022 return.

Listed in Part VII

Lynn ThomsenLYNN THOMSEN

CHAIRPERSON

Total calculated

$0

Hours/week

1
Rebeka CookREBEKA COOK

VICE CHAIRPERSON

Total calculated

$0

Hours/week

1
Rev Aaron RosenauREV AARON ROSENAU

SECRETARY

Total calculated

$0

Hours/week

1
John McGintyJOHN MCGINTY

DIRECTOR

Total calculated

$0

Hours/week

1
John BusackerJOHN BUSACKER

DIRECTOR

Total calculated

$0

Hours/week

1
Rev Dr Yared HalcheREV DR YARED HALCHE

DIRECTOR

Total calculated

$0

Hours/week

1
Rev Paul FrankREV PAUL FRANK

DIRECTOR

Total calculated

$0

Hours/week

1
Rev Mike GibsonREV MIKE GIBSON

DIRECTOR

Total calculated

$0

Hours/week

1
Michelle ThompsonMICHELLE THOMPSON

DIRECTOR

Total calculated

$0

Hours/week

1
Rev Dr Jock FickenREV DR JOCK FICKEN

EXECUTIVE CO-LEADER

Total calculated

$145,826

From this org

$67,408

From related orgs

$0

Other

$78,418

Hours/week

40 + 0.25 related
Gail FickenGAIL FICKEN

EXECUTIVE CO-LEADER

Total calculated

$159,271

From this org

$127,285

From related orgs

$0

Other

$31,986

Hours/week

40 + 0.25 related

Schedule J breakdown matched by us

Base

$127,285

Bonus

$0

Other

$0

Deferred

$2,180

Nontaxable benefits

$29,806

Filer's total

$159,271

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

1a · Housing allowance or residence for personal use
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
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

The filer's explanations (Part III)

SCHEDULE J, PART II:: THE FORMS W-2 FOR THE EMPLOYEES ARE ISSUED UNDER THE TEXAS DISTRICT - LUTHERAN CHURCH MISSOURI SYNOD, EIN 74-1189681.
FORM 990, PART VII, LINE 5:: TEXAS DISTRICT-LUTHERAN CHURCH MISSOURI SYNOD PAID THE FOLLOWING: REV DR JOCK FICKEN COMPENSATION OF $67,408 BENEFITS OF $78,418 GAIL FICKEN COMPENSATION OF $127,285 BENEFITS OF $31,986 DAVID FICKEN COMPENSATION OF $35,879 BENEFITS OF $63,700

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

MULTIPLI

$264,987

TO COVER OPERATING EXPENSES.

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.

MULTIPLI

501(C)(3) · TRAINING TO LEAD UNBELIEVERS TO JESUS · TN · controlled entity

Directly controlled by PASTORAL LEADERSHIP INSTITUTE

Provenance

Return type: form_990
Tax year: 2022
Filed: 30 October 2023
IRS schema version: 2022v5.0
Source object: 202333179349302858

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