LUTHERAN SOCIAL SERVICES GROUP INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN SOCIAL SERVICES GROUP INC (EIN 16-1548940)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-24
- IRS object ID
- 202022069349300712
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-24T10:53:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CORPORATE PARKWAY SUITE 200 | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161548940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SOCIAL SERVICES GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 7166654905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 FALCONER STREET | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E HOLT | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7166654905 | PhoneNum |
| Signature | 2020-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN N REID | PreparerPersonNm |
| PTIN | P01321869 | PTIN |
| Phone | 7162506600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.15.88.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-22 | IPDt |
| IP Tm | 14:17:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E777636245EF9BE0EA5482B82960A8F958BAB577 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS E HOLT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 FALCONER STREET | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,602,639 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUTHERAN-JAMESTOWN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | LUTHERAN SOCIAL SERVICES GROUP, INC (LSS) PROVIDES ADMINISTRATIVE SUPPORT SERVICES, INCLUDING FINANCE, HUMAN RESOURCES, AND MANAGEMENT INFORMATION SYSTEMS FOR ITS 501(C)3 SUBSIDIARIES. LSS ALSO PROVIDES STRATEGIC PLANNING SERVICES AND PROVIDES PAYROLL SERVICES FOR THE ORGANIZATION AND ITS SUBSIDIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 185 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,389,687 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,533,165 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $537,940 | PYOtherRevenueAmt |
| CY Other Revenue | $69,474 | CYOtherRevenueAmt |
| PY Total Revenue | $2,927,627 | PYTotalRevenueAmt |
| CY Total Revenue | $2,602,639 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,107,739 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,203,226 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $336,814 | PYOtherExpensesAmt |
| CY Other Expenses | $513,015 | CYOtherExpensesAmt |
| PY Total Expenses | $2,444,553 | PYTotalExpensesAmt |
| CY Total Expenses | $2,716,241 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $483,074 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$113,602 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,603,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,022,801 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,360,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,885,693 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,242,102 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,137,108 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LUTHERAN SOCIAL SERVICES GROUP, INC (LSS) PROVIDES ADMINISTRATIVE SUPPORT SERVICES, INCLUDING FINANCE, HUMAN RESOURCES, AND MANAGEMENT INFORMATION SYSTEMS FOR ITS 501(C)3 SUBSIDIARIES. LSS ALSO PROVIDES STRATEGIC PLANNING SERVICES AND PROVIDES PAYROLL SERVICES FOR THE ORGANIZATION AND ITS SUBSIDIARIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,716,241 | ExpenseAmt |
| Revenue | $2,602,639 | RevenueAmt |
| Desc | LUTHERAN SOCIAL SERVICES GROUP, INC (LSS) PROVIDES ADMINISTRATIVE SUPPORT SERVICES, INCLUDING FINANCE, HUMAN RESOURCES, AND MANAGEMENT INFORMATION SYSTEMS FOR ITS 501(C)3 SUBSIDIARIES. LSS ALSO PROVIDES STRATEGIC PLANNING SERVICES AND PROVIDES PAYROLL SERVICES FOR THE ORGANIZATION AND ITS SUBSIDIARIES. | Desc |
| Total Program Service Expenses | $2,716,241 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON BECKWITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7166654905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 FALCONER STREET | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GARY M JOHNSON | ||||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEAN WEAVER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRIGETTA OVERCASH | ||||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KAREN RINE | ||||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| R MICHAEL GOLDMAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOEL GADEN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| REV ALAN W ANDERSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TED BOGDAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CLARK POPPLETON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY MAGNUSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| J ERIC LIVENGOOD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROSLIN NEWTON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MACHOLZ BISHOP | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TERRY HAVENS - TURNER | ||||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS E HOLT | ||||||||
| PRESIDENT/CEO | 41.00 | Yes (X) | $433,534 | $0 | $14,130 | 4.00 | ||
| JASON BECKWITH | ||||||||
| CFO | 43.00 | Yes (X) | $244,410 | $0 | $11,253 | 2.00 | ||
| KATRINA JONES | ||||||||
| VICE PRESIDENT - HR | 40.00 | $125,890 | $0 | $5,981 | Yes (X) | |||
| KARL L WIGGINS | ||||||||
| VICE PRESIDENT OF GA | 40.00 | $152,989 | $0 | $12,021 | Yes (X) | |||
| RICHARD SHICK | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $135,247 | $0 | $15,208 | Yes (X) | |||
| PAMELA NORDIN | ||||||||
| ADMINISTRATOR - LRH | 40.00 | $138,455 | $0 | $14,873 | Yes (X) | |||
| CHRISTOPHER GONZALEZ | ||||||||
| LPN - LRH | 49.82 | $123,365 | $0 | $1,389 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,353,890 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COOL INSURANCE AGENCY | |||||
| PO BOX 2153 | GLEN FALLS | NY | 12801 | INSURANCE | $359,793 |
| INSURANCE MANAGEMENT COMPANY | |||||
| 123 WEST 9TH STREET | ERIE | PA | 16512 | WORKERS COMP INSURANCE | $333,224 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | MAINTENANCE/HOUSEKEEPING MANAGEMENT & SU | $149,840 |
| TERACAI CORPORATION | |||||
| PO BOX 5211 | BINGHAMTION | NY | 13902 | TELEPHONE SYSTEM UPGRADE, COMPUTER LICEN | $128,060 |
| ADP INC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL PROCESSING | $120,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AGENCY ADMISTRATION FE | 561000 | $2,529,505 | $2,529,505 |
| RENTAL INCOME | 531110 | $3,660 | $3,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,533,165 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 561499 | BusinessCd |
| Total Revenue Column | $69,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,474 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,474 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,602,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,602,639 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,327 | TotalAmt |
| Program Services | $703,327 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,122,561 | TotalAmt |
| Program Services | $1,122,561 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,964 | TotalAmt |
| Program Services | $53,964 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,812 | TotalAmt |
| Program Services | $238,812 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,562 | TotalAmt |
| Program Services | $84,562 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,231 | TotalAmt |
| Program Services | $17,231 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,750 | TotalAmt |
| Program Services | $13,750 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,697 | TotalAmt |
| Program Services | $153,697 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,638 | TotalAmt |
| Program Services | $2,638 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,257 | TotalAmt |
| Program Services | $38,257 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,477 | TotalAmt |
| Program Services | $46,477 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,533 | TotalAmt |
| Program Services | $6,533 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,064 | TotalAmt |
| Program Services | $6,064 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315 | TotalAmt |
| Program Services | $315 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,048 | TotalAmt |
| Program Services | $29,048 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,232 | TotalAmt |
| Program Services | $6,232 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EQUIPMENT RENTAL & MAIN | $27,200 | $27,200 |
| DUES & SUBSCRIPTIONS | $3,189 | $3,189 |
| TRAVEL & EDUCATION | $2,266 | $2,266 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,118 | TotalAmt |
| Program Services | $160,118 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,716,241 | TotalAmt |
| Program Services | $2,716,241 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,570,939 | BOYAmt |
| EOY | $1,969,785 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,521 | BOYAmt |
| EOY | $4,591 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,425 | BOYAmt |
| EOY | $90,101 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $176 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,818 | BOYAmt |
| EOY | $60,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $259,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $191,277 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,186 | BOYAmt |
| EOY | $68,634 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,170 | BOYAmt |
| EOY | $828,647 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,603,059 | BOYAmt |
| EOY | $3,022,801 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,322 | BOYAmt |
| EOY | $1,037,590 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,249 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,386 | BOYAmt |
| EOY | $848,103 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,360,957 | BOYAmt |
| EOY | $1,885,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,109,429 | BOYAmt |
| EOY | $1,137,108 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,673 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,102 | BOYAmt |
| EOY | $1,137,108 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,603,059 | BOYAmt |
| EOY | $3,022,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$113,602 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $8,608 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LUTHERAN SOCIAL SERVICES OF UPSTATE NEW YORK INC | ||||
| 160765309 | 10 | Yes (1) | $1,051,981 | $0 |
| LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC | ||||
| 161548942 | 10 | Yes (1) | $84,564 | $0 |
| GRACE LUTHERAN RESIDENTIAL SERVICES INC | ||||
| 161554927 | 10 | Yes (1) | $342,380 | $0 |
| GUSTAVUS ADOLPHUS CHILD AND FAMILY SERVICES INC | ||||
| 311610580 | 10 | Yes (1) | $745,205 | $0 |
| LUTHERAN HOUSING REALTY INC | ||||
| 201991970 | 10 | Yes (1) | $305,375 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,529,505 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION E, LINE 3A: | THE ORGANIZATION'S OFFICERS AND DIRECTORS ARE THE SAME FOR THE SUPPORTING ORGANIZATIONS. |
| PART VI, SECTION E, LINE 3B: | THE ORGANIZATION ESTABLISHES AND OVERSEES ALL OF THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTING ORGANIZATIONS. |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $259,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $191,277 | DepreciationAmt |
| Book Value | $68,634 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,634 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 457 CUSTODIAL ACCOUNT | Desc |
| Book Value | $828,647 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $828,647 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $848,103 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $848,103 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS E HOLT | ||||||||||||||
| PRESIDENT/CEO | $389,114 | $0 | $0 | $0 | $44,420 | $0 | $14,000 | $0 | $130 | $0 | $447,664 | $0 | $0 | $0 |
| JASON BECKWITH | ||||||||||||||
| CFO | $209,680 | $0 | $0 | $0 | $34,730 | $0 | $11,123 | $0 | $130 | $0 | $255,663 | $0 | $0 | $0 |
| KARL L WIGGINS | ||||||||||||||
| VICE PRESIDENT OF GA | $152,989 | $0 | $0 | $0 | $0 | $0 | $7,826 | $0 | $4,195 | $0 | $165,010 | $0 | $0 | $0 |
| RICHARD SHICK | ||||||||||||||
| CHIEF INFORMATION OFFICER | $135,247 | $0 | $0 | $0 | $0 | $0 | $7,060 | $0 | $8,148 | $0 | $150,455 | $0 | $0 | $0 |
| PAMELA NORDIN | ||||||||||||||
| ADMINISTRATOR - LRH | $138,455 | $0 | $0 | $0 | $0 | $0 | $7,407 | $0 | $7,466 | $0 | $153,328 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | THE TOTAL NUMBER OF EMPLOYEES OF THE ORGANIZATION IS 28 WHICH IS CALCULATED AS FOLLOWS: TOTAL NUMBER OF EMPLOYEES REPORTED ON FORM W-3 (858) LESS NUMBER OF EMPLOYEES PAID BY AFFILIATED ORGANIZATIONS (830). |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CFO & CONTROLLER PRIOR TO FILING. IN ADDITION, A COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW ONE WEEK PRIOR TO THEIR MEETING WITH THE CEO & CFO. ONCE THE FINANCE COMMITTEE HAS APPROVED FORM 990, A COPY IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AT LEAST ONE WEEK PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING IS PERFORMED ON AN ONGOING BASIS AS WELL AS ANNUALLY WITH SIGNED CONFLICT OF INTEREST DISCLOSURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO REPORTS DIRECTLY TO THE BOARD OF DIRECTORS WHO APPOINT 4-5 MEMBERS TO SERVE ON A COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR PERFORMING THE CEO'S ANNUAL EVALUATION, ESTABLISHING GOALS AND SETTING THE CEO'S COMPENSATION INCLUDING FRINGE BENEFITS. THE COMPENSATION COMMITTEE MEETS AT LEAST 2 TIMES PER YEAR AND REPORTS TO THE FULL BOARD AT LEAST ANNUALLY, IN EXECUTIVE SESSION, WITHOUT THE CEO PRESENT. APPROXIMATELY EVERY THREE TO FIVE YEARS, THE COMPENSATION COMMITTEE ENGAGES A THIRD PARTY CONSULTANT TO PERFORM AN EXECUTIVE COMPENSATION STUDY. THE CONSULTANT'S STUDY INCORPORATES LIKE ORGANIZATIONS, INDUSTRY SPECIFIC SALARY SURVEYS, AVAILABLE 990 INFORMATION AND THE SCOPE OF RESPONSIBILITIES GIVEN THE HORIZONTALLY DIVERSE MAKEUP OF LUTHERANS SERVICES AND MULTIPLE CORPORATE STRUCTURE. THE STUDY PROVIDES GUIDELINES FOR BOTH SALARY AND FRINGE BENEFITS FOR THE COMMITTEE TO USE. THIS STUDY ALSO INCORPORATES OTHER KEY POSITIONS, WHICH ARE REVIEWED BY THE COMMITTEE. THE CEO IS RESPONSIBLE FOR PERFORMING THE OTHER KEY EMPLOYEE'S ANNUAL EVALUATION, ESTABLISHING GOALS AND SETTING COMPENSATION. THE CEO ALSO UTILIZES THE THIRD PARTY COMPENSATION STUDY IN ESTABLISHING COMPENSATION LEVELS FOR KEY EMPLOYEES. FROM TIME TO TIME, THE CEO INFORMS THE COMPENSATION COMMITTEE OF THESE INDIVIDUAL'S SALARY AND FRINGE BENEFITS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION REPLIES TO REQUESTS ON AN AS REQUESTED BASIS, SUBJECT TO PRIVACY LAWS AND REGULATIONS. |
| FORM 990, PART VII: | KEVIN SAFF IS DIRECTOR OF LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP, INC., KARL WIGGINS IS VICE PRESIDENT OF GUSTAVUS ADOLPHUS CHILD AND FAMILY SERVICES, INC., PAM NORDIN IS ADMINISTRATOR OF LUTHERAN RETIREMENT HOME AND CHRISTOPHER GONZALIEZ IS LPN OF LUTHERAN RETIREMENT HOME. ALL OF WHICH ARE SUBSIDIARY ORGANIZATIONS OF LUTHERAN SOCIAL SERVICES GROUP, INC. (LSS) WHICH ARE PART OF THE LSS CONSOLIDATED PAYROLL AND W-2S. |
| FORM 990, PART XI, LINE 9: | CHANGES IN INTEREST OF NET ASSETS OF RELATED FOUNDATION 8,608. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN SOCIAL SERVICES FOUNDATION OF UPSTATE NEW YORK INC | |||||||||
| 715 FALCONER STREET | JAMESTOWN | NY | 14701 | 311598005 | FOUNDATION SUPPORT | NY | 501(C)(3) | LINE 12C, III-FI | 0 |
| LUTHERAN SOCIAL SERVICES OF UPSTATE NEW YORK INC | |||||||||
| 715 FALCONER STREET | JAMESTOWN | NY | 14701 | 160765309 | SKILLED NURSING | NY | 501(C)(3) | LINE 10 | Yes (1) |
| GUSTAVUS ADOLPHUS CHILD AND FAMILY SERVICES INC | |||||||||
| 715 FALCONER STREET | JAMESTOWN | NY | 14701 | 311610580 | RESIDENTIAL, FOSTER CARE & EDUCATION FOR AT-RISK YOUTH | NY | 501(C)(3) | LINE 10 | Yes (1) |
| LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC | |||||||||
| 715 FALCONER STREET | JAMESTOWN | NY | 14701 | 161548942 | INDEPENDENT SENIOR HOUSING | NY | 501(C)(3) | LINE 10 | Yes (1) |
| GRACE LUTHERAN RESIDENTIAL SERVICES INC | |||||||||
| 715 FALCONER STREET | JAMESTOWN | NY | 14701 | 161554927 | DEVELOPMENTAL DISABILITIES | NY | 501(C)(3) | LINE 10 | Yes (1) |
| LUTHERAN HOUSING REALTY INC | |||||||||
| 715 FALCONER STREET | JAMESTOWN | NY | 14701 | 201991970 | ASSISTED LIVING | NY | 501(C)(3) | LINE 10 | Yes (1) |
| CHANDLER LUTHERAN HOUSING DEVELOPMENT FUND CO INC | |||||||||
| 737 FALCONER STREET | JAMESTOWN | NY | 14701 | 222811682 | HUD SUBSIDIZED HOUSING FOR THE ELDERLY | NY | 501(C)(3) | LINE 11 | 0 |
| CHAUTAUQUA LUTHERAN HOUSING DEVELOPMENT FUND CO INC | |||||||||
| 737 FALCONER STREET | JAMESTOWN | NY | 14701 | 222611575 | HUD SUBSIDIZED HOUSING FOR THE ELDERLY | NY | 501(C)(3) | LINE 11 | 0 |
| FALCONER LUTHERAN HOUSING DEVELOPMENT FUND CO INC | |||||||||
| 737 FALCONER STREET | JAMESTOWN | NY | 14701 | 223017087 | HUD SUBSIDIZED HOUSING FOR THE ELDERLY | NY | 501(C)(3) | LINE 11 | 0 |
| JAMESTOWN LUTHERAN HOUSING DEVELOPMENT FUND CO INC | |||||||||
| 737 FALCONER STREET | JAMESTOWN | NY | 14701 | 222279148 | HUD SUBSIDIZED HOUSING FOR THE ELDERLY | NY | 501(C)(3) | LINE 11 | 0 |
| WILLOW LUTHERAN HOUSING DEVELOPMENT FUND CO INC | |||||||||
| 737 FALCONER STREET | JAMESTOWN | NY | 14701 | 223026259 | HUD SUBSIDIZED HOUSING FOR THE ELDERLY | NY | 501(C)(3) | LINE 11 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LUTHERAN HOUSING REALTY INC | ||
| D | $3,002,128 | BALANCE OUTSTANDING |
| LUTHERAN SOCIAL SERVICES OF UPSTATE NEW YORK INC | ||
| Q | $1,051,981 | ACTUAL COST |
| GUSTAVUS ADOLPHUS CHILD AND FAMILY SERVICES INC | ||
| Q | $745,205 | ACTUAL COST |
| GRACE LUTHERAN RESIDENTIAL SERVICES INC | ||
| Q | $342,380 | ACTUAL COST |
| LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC | ||
| Q | $84,564 | ACTUAL COST |
| LUTHERAN HOUSING REALTY INC | ||
| Q | $305,375 | ACTUAL COST |
| LUTHERAN HOUSING ADMINISTRATIVE SERVICES GROUP INC | ||
| D | $6,100,000 | BALANCE OUTSTANDING |