Civic Intelligence

Lss Foundation Inc.

990 • Fiscal year 2023 • EIN 39-1242451

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization ProfileWWW.LSSWIS.ORG
6737 W Washington Street 2275West Allis, WI 53214

(414) 246-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$32,356,035

Up $3,157,595 (+11%) from 2022

Net Assets

Up

$32,350,892

Up $3,166,952 (+11%) from 2022

Liabilities

Down

$5,143

Down $9,357 (-65%) from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin12th percentile

Revenue

Up

$1,422,075

Up $144,551 (+11%) from 2022

Expenses

Up

$1,742,657

Up $118,589 (+7.3%) from 2022

Net Income

Up

-$320,582

Up $25,962 (+7.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$32,356,035
Liabilities$5,143
Net Assets$32,350,892
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$1,422,075
Expenses$1,742,657
Net Income-$320,582
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$7,720,018
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$21,982,230$26,820,715▲ $4,838,485
Investments Other Securities$4,380,392$4,265,868▼ $114,524
Cash and Non-Interest-Bearing Accounts$2,648,075$1,250,580▼ $1,397,495
Accounts Receivable$30,854$15,471▼ $15,383
Prepaid Expenses and Deferred Charges$3,401$3,401→ $0
Total Assets$29,198,440$32,356,035▲ $3,157,595
Other Assets Total$153,488$0▼ $153,488
Liabilities
Accounts Payable and Accrued Expenses$14,500$5,143▼ $9,357
Total Liabilities$14,500$5,143▼ $9,357
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,270,403$28,059,239▲ $2,788,836
Net Assets With Donor Restrictions$3,913,537$4,291,653▲ $378,116
Total Net Assets Fund Balance$29,183,940$32,350,892▲ $3,166,952
Total Liabilities and Net Assets / Fund Balance$29,198,440$32,356,035▲ $3,157,595

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,265,868--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$26,279,846$147,663▲ $4,226,985$2,456,675$28,063,257
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Patricia WesnerChairperson
George RothVice Chair & Secretary
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
$340,407
Program Service Revenue
$0
Investment Income
$1,081,668
Other Revenue
$0
All Other Contributions
$236,279
Change in Net Assets
$-320,582

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,272,719
Revenue Not Reported on Financial Statements
$149,356
Revenue Not Reported on Form 990
$3,487,534
Total Revenue per Audited Statements
$4,760,253
Total Revenue per Form 990
$1,422,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,285,066
Other Expenses$318,429
Salaries, Compensation, and Employee Benefits$139,162
Total Fundraising Expense$102,122
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,285,066--$1,285,066
Fees for Service Investment Mgmnt Fees-$149,356-$149,356
Other Salaries and Wages-$44,978$70,717$115,695
Fees for Services Management-$102,068-$102,068
Fees for Services Other-$14,962$9,900$24,862
Office Expenses-$17,379$6,117$23,496
Fees for Services Accounting-$17,349-$17,349
Other Employee Benefits-$3,594$8,386$11,980
Payroll Taxes-$4,171$7,002$11,173
Fees for Services Legal-$1,298-$1,298
Pension Plan Contributions-$314-$314
Total Functional Expenses$1,285,066$355,469$102,122$1,742,657

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,742,657
Expenses per Audited Statements$1,593,301
Total Expenses per Audited Statements$1,593,301
Expenses Not Reported on Financial Statements$149,356
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$1,285,066
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
Officer
Phone
4142462300
Signed
2024-11-07
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 CPA
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.”

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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017379
IRS990/OfficeExpensesGrp/TotalAmt023496
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0153488
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08386
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03594
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011980
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt070717
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044978
IRS990/OtherSalariesAndWagesGrp/TotalAmt0115695
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07002
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04171
IRS990/PayrollTaxesGrp/TotalAmt011173
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0314
IRS990/PensionPlanContributionsGrp/TotalAmt0314
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03401
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03401
IRS990/PrincipalOfficerNm0PATRICIA WESNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0205327
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01251760
IRS990/PYInvestmentIncomeAmt01072197
IRS990/PYOtherExpensesAmt0294827
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-346544
IRS990/PYSalariesCompEmpBnftPaidAmt077481
IRS990/PYTotalExpensesAmt01624068
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01277524
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-320582
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt066298
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FOR THE FISCAL YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER REGULATION SECTION 1.170A-9(F)(3), THE FACTS AND CIRCUMSTANCES TEST, WHICH IDENTIFIES THE FOLLOWING RELEVANT FACTORS THAT ARE APPLICABLE: 1. TEN PERCENT SUPPORT LIMITATION: THE TOTAL AMOUNT OF PUBLIC SUPPORT NORMALLY RECEIVED EQUALS AT LEAST 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED. IN THE PERIOD ENDING DECEMBER 31, 2023, THE AMOUNT OF PUBLIC SUPPORT RECEIVED BY THE ORGANIZATION WAS $340,407, AND THE TOTAL PUBLIC SUPPORT PERCENTAGE FOR 2023 IS 25.29% OF TOTAL CONTRIBUTIONS. PRIOR TO 2022, THE ORGANIZATION HAS MET THE SUPPORT TEST SINCE 2014. 2. ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS ON THE GROUNDS THAT IT MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC THROUGH VARIOUS METHODS INCLUDING ANTICIPATED CAMPAIGNS. 3. SOURCES OF SUPPORT: THE ORGANIZATION DEMONSTRATES THAT ITS PUBLIC SUPPORT COMES DIRECTLY FROM A REPRESENTATIVE NUMBER OF PERSONS AND CONGREGATIONS, RATHER THAN RECEIVING ALMOST ALL OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. 4. IN ADDITION, UNDER REGULATION SECTION 1.170A-9(F)(3)(III)(D)(3)(II), THE ORGANIZATION'S MISSION STATEMENT PROVIDES SUPPORT OF THE MINISTRIES OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN (LSS). A SIGNIFICANT PORTION OF THE AMOUNTS GIVEN IN THE LAST FIVE YEARS ARE SPENT FOR THE BENEFIT OF LSS. ALL EXPENDITURES ARE MADE IN ADVANCEMENT OF FULFILLING THEIR MISSION OF ACT COMPASSIONATELY, SERVE HUMBLY AND LEAD COURAGEOUSLY BY PROVIDING FUNDING FOR PROGRAMS AND CLIENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17A: FACTS AND CIRCUMSTANCES TEST:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0340407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0197667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0253627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0266391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01263419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0746655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0734002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0893328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0644049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0670781
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03688815
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25290
IRS990ScheduleA/PublicSupportPY170Pct00.31070
IRS990ScheduleA/PublicSupportTotal170Amt01252464
IRS990ScheduleA/SubstantialContributorsTotAmt010955
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0340407
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0197667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0253627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0266391
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01263419
IRS990ScheduleA/TotalSupportAmt04952234
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/AdministrativeExpensesAmt0138494
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026604124
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0269662
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt029564505
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04033430
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01204217
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0141154
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt031685659
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt070982
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026604124
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3852996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01158367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0151281
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt030125854
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt063778
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt031685659
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02968198
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01320890
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0134063
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt028063257
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0134475
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt030125854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03377317
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01315132
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0134562
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt026279846
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0147663
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt028063257
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04226985
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt02456675
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0149356
IRS990ScheduleD/ExpensesSubtotalAmt01593301
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0149356
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0149356
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03487534
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04265868
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE PLACEMENT LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.11400
IRS990ScheduleD/RevenueNotReportedAmt03487534
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0149356
IRS990ScheduleD/RevenueSubtotalAmt01272719
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/TermEndowmentBalanceEOYPct00.03100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04265868
IRS990ScheduleD/TotalExpensesPerForm990Amt01742657
IRS990ScheduleD/TotalRevenuePerForm990Amt01422075
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04760253
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01593301
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01285066
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,356,035
Liabilities
$5,143
Net assets
$32,350,892
Revenue
$1,422,075
Expenses
$1,742,657
Net income
-$320,582
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
2023Detailed filing. Detailed filing data is available for this year.$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