Civic Intelligence

Lss Manor Inc - Chocolay

990 • Fiscal year 2023 • EIN 39-1691693

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

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

98th percentile

1.87x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

3.66x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

27th percentile

-4.6%

Higher net margin than 27% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

99th percentile

$500,129

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 146.5% of source-year revenue.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Asset Growth

33rd percentile

-1.3%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-0.4%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$668,040

Down $8,768 (-1.3%) from 2022

Net Assets

Down

-$581,983

Down $15,797 (-2.8%) from 2022

Liabilities

Up

$1,250,023

Up $7,029 (+0.6%) from 2022

Revenue

Down

$341,285

Down $1,257 (-0.4%) from 2022

Expenses

Up

$357,082

Up $43,271 (+14%) from 2022

Net Income

Down

-$15,797

Down $44,528 (-155%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2011: $834,763Liabilities 2011: $1,306,031Net Assets 2011: -$471,2682011Assets 2012: $804,086Liabilities 2012: $1,279,470Net Assets 2012: -$475,3842012Assets 2013: $1,057,113Liabilities 2013: $1,526,551Net Assets 2013: -$469,4382013Assets 2014: $1,042,742Liabilities 2014: $1,551,606Net Assets 2014: -$508,8642014Assets 2015: $972,730Liabilities 2015: $1,497,398Net Assets 2015: -$524,6682015Assets 2016: $842,858Liabilities 2016: $1,375,918Net Assets 2016: -$533,0602016Assets 2017: $805,338Liabilities 2017: $1,350,220Net Assets 2017: -$544,8822017Assets 2018: $770,801Liabilities 2018: $1,341,803Net Assets 2018: -$571,0022018Assets 2019: $740,863Liabilities 2019: $1,322,654Net Assets 2019: -$581,7912019Assets 2020: $713,191Liabilities 2020: $1,313,429Net Assets 2020: -$600,2382020Assets 2021: $683,463Liabilities 2021: $1,278,380Net Assets 2021: -$594,9172021Assets 2022: $676,808Liabilities 2022: $1,242,994Net Assets 2022: -$566,1862022Assets 2023: $668,040Liabilities 2023: $1,250,023Net Assets 2023: -$581,9832023Assets 2024: $665,878Liabilities 2024: $1,249,590Net Assets 2024: -$583,7122024

Highlighted filing

2023

Assets$668,040
Liabilities$1,250,023
Net Assets-$581,983

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $280,446Expenses 2011: $303,770Net Income 2011: -$23,3242011Revenue 2012: $291,388Expenses 2012: $295,504Net Income 2012: -$4,1162012Revenue 2013: $303,522Expenses 2013: $297,576Net Income 2013: $5,9462013Revenue 2014: $304,856Expenses 2014: $344,282Net Income 2014: -$39,4262014Revenue 2015: $307,955Expenses 2015: $323,759Net Income 2015: -$15,8042015Revenue 2016: $314,873Expenses 2016: $323,265Net Income 2016: -$8,3922016Revenue 2017: $319,622Expenses 2017: $331,444Net Income 2017: -$11,8222017Revenue 2018: $326,170Expenses 2018: $352,290Net Income 2018: -$26,1202018Revenue 2019: $329,529Expenses 2019: $340,318Net Income 2019: -$10,7892019Revenue 2020: $325,446Expenses 2020: $343,893Net Income 2020: -$18,4472020Revenue 2021: $330,961Expenses 2021: $325,640Net Income 2021: $5,3212021Revenue 2022: $342,542Expenses 2022: $313,811Net Income 2022: $28,7312022Revenue 2023: $341,285Expenses 2023: $357,082Net Income 2023: -$15,7972023Revenue 2024: $342,663Expenses 2024: $344,392Net Income 2024: -$1,7292024

Highlighted filing

2023

Revenue$341,285
Expenses$357,082
Net Income-$15,797
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$341,285
Mission and Program Overview

Mission

Act compassionately. Serve humbly. Lead courageously.

Lss manor, inc.- chocolay is a service corporation organized for the purpose of providing housing facilities and services to low-income older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$389,008$348,108▼ $40,900
Savings and Temporary Cash Investments$257,906$290,688▲ $32,782
Cash and Non-Interest-Bearing Accounts$12,039$13,946▲ $1,907
Accounts Receivable$4,761$4,463▼ $298
Prepaid Expenses and Deferred Charges$3,177$2,429▼ $748
Total Assets$676,808$668,040▼ $8,768
Other Assets Total$9,917$8,406▼ $1,511
Liabilities
Unsecured Notes Loans Payable$1,194,227$1,163,470▼ $30,757
Accounts Payable and Accrued Expenses$38,850$78,141▲ $39,291
Other Liabilities$9,917$8,406▼ $1,511
Deferred Revenue$0$6▲ $6
Total Liabilities$1,242,994$1,250,023▲ $7,029
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-566,186$-581,983▼ $15,797
Total Net Assets Fund Balance$-566,186$-581,983▼ $15,797
Total Liabilities and Net Assets / Fund Balance$676,808$668,040▼ $8,768

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$307,565$1,162,539$1,470,104
Land$37,310-$37,310
Other Land Buildings$2,727$24,943$27,670
Equipment$506$18,092$18,598
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jose OlivieriChair
Hector ColonPresident
Eric LorenzFirst Vice Chair
Katie BaardsethSecond Vice Chair
Franklin CumberbatchSecretary
Michael LoseneggerTreasurer
Dennis HansonVP/asst Secretary
Joseph ArzbeckerVP/asst Secretary
Randy OleszakVP/asst Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$326,978
Investment Income
$131
Other Revenue
$14,176
Change in Net Assets
$-15,797

Audited Revenue Reconciliation

Revenue per Audited Statements
$341,285
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$341,285
Total Revenue per Form 990
$341,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,209
Salaries, Compensation, and Employee Benefits$100,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$79,807--$79,807
Other Salaries and Wages$62,573$15,360-$77,933
Depreciation Depletion$45,359--$45,359
Interest$34,683--$34,683
Office Expenses$23,861--$23,861
Fees for Services Management-$19,039-$19,039
Other Employee Benefits$16,667--$16,667
Fees for Services Accounting$6,902$3,840-$10,742
Insurance$6,381--$6,381
Payroll Taxes$4,714--$4,714
Other Expenses$2,063--$2,063
Pension Plan Contributions$1,559--$1,559
Conferences and Meetings$800--$800
Fees for Services Legal$610--$610
All Other Expenses-$84-$84
Total Functional Expenses$318,759$38,323$0$357,082

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$357,082
Total Expenses per Audited Statements$357,082
Total Expenses per Form 990$357,082
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$8,406
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Lutheran social services of wisconsin and upper michigan provides management services to the organization including employees and supervision of employees, building management and maintenance, accounting functions, financial statement preparation, budgets, audit preparation and required filings, tenant file maintenance and all compliance issues related to federal, state and funder regulations and requirements.

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the governing body for the organization.

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

Form 990 is provided to the members of the board of directors for their review prior to filing.

Form 990, Part VI, Section B, Line 15

Line 15a: a compensation committee of the board of directors meets to determine pay rates and approve pay and hiring for top management. Line 15b: a compensation committee of the board of directors meets 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 Manor Inc - Chocolay
EIN
39-1691693
Phone
4142462300
Address
6737 W WASHINGTON STREET 2275, WEST ALLIS, WI 53214

Signing Officer

Name
Hector Colon
Title
President
Phone
4142462300
Signed
2024-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hector Colon
Formed
1992
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
5
Employees
0
Volunteers
9

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc1COIN APPLIANCES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010435
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt13741
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010435
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13741
IRS990/OtherRevenueTotalAmt014176
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015360
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt062573
IRS990/OtherSalariesAndWagesGrp/TotalAmt077933
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt04714
IRS990/PayrollTaxesGrp/TotalAmt04714
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01559
IRS990/PensionPlanContributionsGrp/TotalAmt01559
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03177
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02429
IRS990/PrincipalOfficerNm0HECTOR COLON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531310
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0NET RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1ELDERLY CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0309072
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117906
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0309072
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117906
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt065
IRS990/PYOtherExpensesAmt0227971
IRS990/PYOtherRevenueAmt07401
IRS990/PYProgramServiceRevenueAmt0335076
IRS990/PYRevenuesLessExpensesAmt028731
IRS990/PYSalariesCompEmpBnftPaidAmt085840
IRS990/PYTotalExpensesAmt0313811
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0342542
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-15797
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0341154
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0257906
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0290688
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0307565
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01162539
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01470104
IRS990ScheduleD/EquipmentGrp/BookValueAmt0506
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018092
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018598
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0357082
IRS990ScheduleD/LandGrp/BookValueAmt037310
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt037310
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02727
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024943
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027670
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08406
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0341285
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0348108
IRS990ScheduleD/TotalExpensesPerForm990Amt0357082
IRS990ScheduleD/TotalLiabilityAmt08406
IRS990ScheduleD/TotalRevenuePerForm990Amt0341285
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0341285
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0357082
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt086182
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt148399
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt247252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt313852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0375708
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1254011
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2247991
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3147083
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt14562
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt24836
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt33112
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt031639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt128352
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt219772
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt310089
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HECTOR COLON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOSEPH ARZBECKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RANDY OLESZAK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DENNIS HANSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP/ASST SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP/ASST TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3VP/ASST SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0500129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1335324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2319851
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3174136
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO IS COMPENSATED BY LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, WHICH IS A RELATED ORGANIZATION THAT USES THE FOLLOWING METHODS TO ESTABLISH THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. FORM 990 OF OTHER ORGANIZATIONS 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION INCLUDING EMPLOYEES AND SUPERVISION OF EMPLOYEES, BUILDING MANAGEMENT AND MAINTENANCE, ACCOUNTING FUNCTIONS, FINANCIAL STATEMENT PREPARATION, BUDGETS, AUDIT PREPARATION AND REQUIRED FILINGS, TENANT FILE MAINTENANCE AND ALL COMPLIANCE ISSUES RELATED TO FEDERAL, STATE AND FUNDER REGULATIONS AND REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 15A: A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MEETS TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING FOR TOP MANAGEMENT. LINE 15B: A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MEETS TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$1.25$0.58$0.34$0.34$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.67$1.25$0.58$0.34$0.36$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.68$1.24$0.57$0.34$0.31$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$1.28$0.59$0.33$0.33$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.71$1.31$0.60$0.33$0.34$0.02
2019Summary only. Only limited summary data is available for this year.$0.74$1.32$0.58$0.33$0.34$0.01
2018Summary only. Only limited summary data is available for this year.$0.77$1.34$0.57$0.33$0.35$0.03
2017Summary only. Only limited summary data is available for this year.$0.81$1.35$0.54$0.32$0.33$0.01
2016Summary only. Only limited summary data is available for this year.$0.84$1.38$0.53$0.31$0.32$0.01
2015Summary only. Only limited summary data is available for this year.$0.97$1.50$0.52$0.31$0.32$0.02
2014Summary only. Only limited summary data is available for this year.$1.04$1.55$0.51$0.30$0.34$0.04
2013Summary only. Only limited summary data is available for this year.$1.06$1.53$0.47$0.30$0.30$0.01
2012Summary only. Only limited summary data is available for this year.$0.80$1.28$0.48$0.29$0.30$0.00
2011Summary only. Only limited summary data is available for this year.$0.83$1.31$0.47$0.28$0.30$0.02