Civic Intelligence

Lss Foundation Inc

EIN 39-1242451 • 501(c)3 • West Allis, WI

Profile

Supporting the tax exempt purpose of lutheran social services of wisconsin and upper michigan, inc.

6737 W Washington Street 2275West Allis, WI 53214

www.lsswis.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

47%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$35,517,944

Up $3,161,909 (+9.8%) from 2023

Liabilities

Up

$20,172

Up $15,029 (+292%) from 2023

Net Assets

Up

$35,497,772

Up $3,146,880 (+9.7%) from 2023

Operations
Liabilities / Revenue8th percentileNet Margin76th percentile

Revenue

Up

$2,095,444

Up $673,369 (+47%) from 2023

Expenses

Down

$1,647,177

Down $95,480 (-5.5%) from 2023

Net Income

Up

$448,267

Up $768,849 (+240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $24,660,749Liabilities 2011: $18,614Net Assets 2011: $24,642,1352011Assets 2012: $27,619,832Liabilities 2012: $344,959Net Assets 2012: $27,274,8732012Assets 2013: $30,289,152Liabilities 2013: $458,473Net Assets 2013: $29,830,6792013Assets 2014: $30,310,675Liabilities 2014: $180,370Net Assets 2014: $30,130,3052014Assets 2015: $28,627,553Liabilities 2015: $157,856Net Assets 2015: $28,469,6972015Assets 2016: $29,727,380Liabilities 2016: $30,538Net Assets 2016: $29,696,8422016Assets 2017: $32,491,223Liabilities 2017: $32,029Net Assets 2017: $32,459,1942017Assets 2018: $28,439,154Liabilities 2018: $182,302Net Assets 2018: $28,256,8522018Assets 2019: $30,688,795Liabilities 2019: $232,408Net Assets 2019: $30,456,3872019Assets 2020: $32,868,828Liabilities 2020: $16,310Net Assets 2020: $32,852,5182020Assets 2021: $34,713,386Liabilities 2021: $14,590Net Assets 2021: $34,698,7962021Assets 2022: $29,198,440Liabilities 2022: $14,500Net Assets 2022: $29,183,9402022Assets 2023: $32,356,035Liabilities 2023: $5,143Net Assets 2023: $32,350,8922023Assets 2024: $35,517,944Liabilities 2024: $20,172Net Assets 2024: $35,497,7722024

Highlighted filing

2024

Assets$35,517,944
Liabilities$20,172
Net Assets$35,497,772
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,724,712Expenses 2011: $3,515,308Net Income 2011: -$790,5962011Revenue 2012: $3,327,454Expenses 2012: $3,056,118Net Income 2012: $271,3362012Revenue 2013: $3,320,977Expenses 2013: $3,120,005Net Income 2013: $200,9722013Revenue 2014: $2,901,799Expenses 2014: $2,083,068Net Income 2014: $818,7312014Revenue 2015: $3,044,153Expenses 2015: $2,510,971Net Income 2015: $533,1822015Revenue 2016: $4,842,184Expenses 2016: $1,989,258Net Income 2016: $2,852,9262016Revenue 2017: $1,380,072Expenses 2017: $2,176,135Net Income 2017: -$796,0632017Revenue 2018: $1,877,764Expenses 2018: $3,806,456Net Income 2018: -$1,928,6922018Revenue 2019: $1,085,302Expenses 2019: $2,854,265Net Income 2019: -$1,768,9632019Revenue 2020: $1,061,850Expenses 2020: $1,777,245Net Income 2020: -$715,3952020Revenue 2021: $1,690,210Expenses 2021: $1,781,224Net Income 2021: -$91,0142021Revenue 2022: $1,277,524Expenses 2022: $1,624,068Net Income 2022: -$346,5442022Revenue 2023: $1,422,075Expenses 2023: $1,742,657Net Income 2023: -$320,5822023Revenue 2024: $2,095,444Expenses 2024: $1,647,177Net Income 2024: $448,2672024

Highlighted filing

2024

Revenue$2,095,444
Expenses$1,647,177
Net Income$448,267
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$35,517,944
Liabilities
$20,172
Net assets
$35,497,772
Revenue
$2,095,444
Expenses
$1,647,177
Net income
$448,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$0.02$35.5$2.10$1.65$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$0.01$32.4$1.42$1.74$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.01$29.2$1.28$1.62$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.01$34.7$1.69$1.78$0.09
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$32.9$0.02$32.9$1.06$1.78$0.72
2019Summary only. Only limited summary data is available for this year.$30.7$0.23$30.5$1.09$2.85$1.77
2018Summary only. Only limited summary data is available for this year.$28.4$0.18$28.3$1.88$3.81$1.93
2017Summary only. Only limited summary data is available for this year.$32.5$0.03$32.5$1.38$2.18$0.80
2016Summary only. Only limited summary data is available for this year.$29.7$0.03$29.7$4.84$1.99$2.85
2015Summary only. Only limited summary data is available for this year.$28.6$0.16$28.5$3.04$2.51$0.53
2014Summary only. Only limited summary data is available for this year.$30.3$0.18$30.1$2.90$2.08$0.82
2013Summary only. Only limited summary data is available for this year.$30.3$0.46$29.8$3.32$3.12$0.20
2012Summary only. Only limited summary data is available for this year.$27.6$0.34$27.3$3.33$3.06$0.27
2011Summary only. Only limited summary data is available for this year.$24.7$0.02$24.6$2.72$3.52$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$8,392,953
Mission and Program Overview

Mission

Supporting the tax exempt purpose of lutheran social services of wisconsin and upper michigan, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,820,715$29,601,767▲ $2,781,052
Investments Other Securities$4,265,868$4,374,611▲ $108,743
Cash and Non-Interest-Bearing Accounts$1,250,580$1,406,912▲ $156,332
Accounts Receivable$15,471$130,593▲ $115,122
Prepaid Expenses and Deferred Charges$3,401$4,061▲ $660
Total Assets$32,356,035$35,517,944▲ $3,161,909
Liabilities
Accounts Payable and Accrued Expenses$5,143$20,172▲ $15,029
Total Liabilities$5,143$20,172▲ $15,029
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,059,239$30,684,500▲ $2,625,261
Net Assets With Donor Restrictions$4,291,653$4,813,272▲ $521,619
Total Net Assets Fund Balance$32,350,892$35,497,772▲ $3,146,880
Total Liabilities and Net Assets / Fund Balance$32,356,035$35,517,944▲ $3,161,909

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,374,611--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$29,564,505$934,250▲ $3,305,778$903,803$32,745,467
2023$26,604,124$269,662▲ $4,033,430$1,204,217$29,564,505
2022$31,685,659$70,982▼ $3,852,996$1,158,367$26,604,124
2021$30,125,854$63,778▲ $2,968,198$1,320,890$31,685,659
2020$28,063,257$134,475▲ $3,377,317$1,315,132$30,125,854
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
George RothVice Chair & Secretary
Patricia WesnerChairperson & Vice President
A William HuelsmanDirector
Catrena ReidDirector
David C BoerkeDirector
John SchallerDirector
John SilsethDirector
Margaret PaurDirector
Robert ShepardDirector
Sara MaioDirector
Mark Van GenderenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000,107
Program Service Revenue
$0
Investment Income
$1,095,337
Other Revenue
$0
All Other Contributions
$500,107
Change in Net Assets
$448,267

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,924,456
Revenue Not Reported on Financial Statements
$170,988
Revenue Not Reported on Form 990
$2,698,613
Total Revenue per Audited Statements
$4,623,069
Total Revenue per Form 990
$2,095,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$989,672
Other Expenses$348,124
Salaries, Compensation, and Employee Benefits$309,381
Total Fundraising Expense$223,557
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$989,672--$989,672
Other Salaries and Wages-$87,110$171,252$258,362
Fees for Service Investment Mgmnt Fees-$170,988-$170,988
Fees for Services Management-$105,130-$105,130
Office Expenses-$26,772$15,434$42,206
Other Employee Benefits-$8,516$19,870$28,386
Payroll Taxes-$7,453$14,901$22,354
Fees for Services Accounting-$19,488-$19,488
Fees for Services Other-$8,212$2,100$10,312
Pension Plan Contributions-$279-$279
Total Functional Expenses$989,672$433,948$223,557$1,647,177

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,647,177
Expenses per Audited Statements$1,476,189
Total Expenses per Audited Statements$1,476,189
Expenses Not Reported on Financial Statements$170,988
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Social Services of Wisconsin & Upper Michigan IncMilwaukee, WI501 (c) (3)Support of Lss Exempt Purpose$989,672
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors receives a copy of the form 990 and is provided the opportunity to review it.”

Form 990, Part VI, Section B, Line 12C

“It is an annual requirement for officers and directors to fill out a conflict of interest statement.”

Form 990, Part VI, Section B, Line 15

“Line 15a: the board of directors utilizes external resources, benchmarking, and other data to determine pay rates and approve pay and hiring of top management. Line 15b: the board of directors utilizes external resources, benchmarking, and other data to determine pay rates and approve pay and hiring.”

Form 990, Part VI, Section C, Line 19

“The organization does not presently have a process for public access to its governing documents, conflict of interest policy or financial statements. These are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lss Foundation Inc
EIN
39-1242451
Phone
4142462300
Address
6737 W WASHINGTON STREET 2275, WEST ALLIS, WI 53214

Signing Officer

Name
Patricia Wesner
Title
Chairperson & Vice President
Phone
4142462300
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Wesner
Formed
1976
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
Preparer
Troy Marine
Phone
4147775500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The purpose of the endowment funds is to support lss of wisconsin and upper michigan, inc. And its programs.”

Raw XML AppendixShowing 400 of 504 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05143
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020172
IRS990/AccountsReceivableGrp/BOYAmt015471
IRS990/AccountsReceivableGrp/EOYAmt0130593
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORTING THE TAX EXEMPT PURPOSE OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC.
IRS990/AllOtherContributionsAmt0500107
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LSS FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum04142462300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06737 W WASHINGTON STREET 2275
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST ALLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053214
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01250580
IRS990/CashNonInterestBearingGrp/EOYAmt01406912
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000107
IRS990/CYGrantsAndSimilarPaidAmt0989672
IRS990/CYInvestmentIncomeAmt01095337
IRS990/CYOtherExpensesAmt0348124
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0448267
IRS990/CYSalariesCompEmpBnftPaidAmt0309381
IRS990/CYTotalExpensesAmt01647177
IRS990/CYTotalFundraisingExpenseAmt0223557
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02095444
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0LSS FOUNDATION, INC. IS ORGANIZED AND OPERATED TO SOLICIT AND MANAGE CONTRIBUTIONS FOR THE BENEFIT OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC. (LSS). ALL PROGRAM EXPENDITURES ARE MADE IN FURTHERANCE OF PROVIDING FUNDING FOR PROGRAMS AND CLIENTS OF LSS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04291653
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04813272
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0989672
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019488
IRS990/FeesForServicesAccountingGrp/TotalAmt019488
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0105130
IRS990/FeesForServicesManagementGrp/TotalAmt0105130
IRS990/FeesForServicesOtherGrp/FundraisingAmt02100
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08212
IRS990/FeesForServicesOtherGrp/TotalAmt010312
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0170988
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0170988
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID C BOERKE
IRS990/Form990PartVIISectionAGrp/PersonNm1A WILLIAM HUELSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2SARA MAIO
IRS990/Form990PartVIISectionAGrp/PersonNm3CATRENA REID
IRS990/Form990PartVIISectionAGrp/PersonNm4MARGARET PAUR
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICIA WESNER
IRS990/Form990PartVIISectionAGrp/PersonNm6GEORGE ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN SCHALLER
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT SHEPARD
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN SILSETH
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK VAN GENDEREN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON & VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0277444
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0989672
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0989672
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0989672
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06574953
IRS990/GrossReceiptsAmt08392953
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0807980
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0817893
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt09913
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04265868
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04374611
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026820715
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029601767
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06297509
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTING THE TAX EXEMPT PURPOSE OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032350892
IRS990/NetAssetsOrFundBalancesEOYAmt035497772
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0277444
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0277444
IRS990/NetUnrelatedBusTxblIncmAmt08022
IRS990/NetUnrlzdGainsLossesInvstAmt02698613
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt028059239
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt030684500
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt015434
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026772
IRS990/OfficeExpensesGrp/TotalAmt042206
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019870
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08516
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028386
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0171252
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt087110
IRS990/OtherSalariesAndWagesGrp/TotalAmt0258362
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014901
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07453
IRS990/PayrollTaxesGrp/TotalAmt022354
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0279
IRS990/PensionPlanContributionsGrp/TotalAmt0279
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03401
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04061
IRS990/PrincipalOfficerNm0PATRICIA WESNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0340407
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01285066
IRS990/PYInvestmentIncomeAmt01081668
IRS990/PYOtherExpensesAmt0318429
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-320582
IRS990/PYSalariesCompEmpBnftPaidAmt0139162
IRS990/PYTotalExpensesAmt01742657
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01422075
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0448267
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0500000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0340407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0205327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0197667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0253627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01997135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0817893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0746655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0734002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0893328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0644049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03835927
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33340
IRS990ScheduleA/PublicSupportPY170Pct00.25290
IRS990ScheduleA/PublicSupportTotal170Amt01944650
IRS990ScheduleA/SubstantialContributorsTotAmt052485
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0340407
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0205327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0197667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0253627
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01997135
IRS990ScheduleA/TotalSupportAmt05833062
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.85500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0155263
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt029564505
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0934250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt032745467
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03305778
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0903803
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0138494
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt026604124
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0269662
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt029564505
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04033430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01204217
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0141154
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt031685659
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt070982
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt026604124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3852996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01158367
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0151281
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt030125854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt063778
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt031685659
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02968198
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01320890
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0134063
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt028063257
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0134475
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt030125854
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03377317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01315132
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0170988
IRS990ScheduleD/ExpensesSubtotalAmt01476189
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0170988
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0170988
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02698613
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04374611
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE PLACEMENT LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.10700
IRS990ScheduleD/RevenueNotReportedAmt02698613
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0170988
IRS990ScheduleD/RevenueSubtotalAmt01924456
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ENDOWMENT FUNDS IS TO SUPPORT LSS OF WISCONSIN AND UPPER MICHIGAN, INC. AND ITS PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03800
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04374611
IRS990ScheduleD/TotalExpensesPerForm990Amt01647177
IRS990ScheduleD/TotalRevenuePerForm990Amt02095444
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04623069
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01476189
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0989672
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF LSS EXEMPT PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC
IRS990ScheduleI/RecipientTable/RecipientEIN0390816846
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06737 W WASHINGTON ST SUITE 2275
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053214
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0OTHER
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0LSS FOUNDATION RELIES ON LSS MANAGEMENT POLICIES AND PROCEDURES TO ASSURE GRANTED MONIES ARE ADMINISTERED ACCURATELY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 AND IS PROVIDED THE OPPORTUNITY TO REVIEW IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS AN ANNUAL REQUIREMENT FOR OFFICERS AND DIRECTORS TO FILL OUT A CONFLICT OF INTEREST STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 15A: THE BOARD OF DIRECTORS UTILIZES EXTERNAL RESOURCES, BENCHMARKING, AND OTHER DATA TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING OF TOP MANAGEMENT. LINE 15B: THE BOARD OF DIRECTORS UTILIZES EXTERNAL RESOURCES, BENCHMARKING, AND OTHER DATA TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT PRESENTLY HAVE A PROCESS FOR PUBLIC ACCESS TO ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. THESE ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LSS OF WI & UPPER MI INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390816846
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VARIOUS SOCIAL SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06737 W WASHINGTON STREET SUITE 2275
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST ALLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053214
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.