Civic Intelligence

Lutheran Social Services Foundation of Southern California

990 • Fiscal year 2018 • EIN 93-1007427

Jul 01, 2017 to Jun 30, 2018 • Filed on Jun 05, 2020

435 Orangeshow Lane No 104San Bernardino, CA 92408

(909) 254-4048

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.19x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

5.18x

Higher debt load relative to revenue than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-292%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

2nd percentile

-40%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

69%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,933,724

Down $1,274,045 (-40%) from 2017

Net Assets

Down

$1,569,258

Down $238,610 (-13%) from 2017

Liabilities

Down

$364,466

Down $1,035,435 (-74%) from 2017

Revenue

Up

$70,318

Up $28,777 (+69%) from 2017

Expenses

Up

$275,423

Up $249,926 (+980%) from 2017

Net Income

Down

-$205,105

Down $221,149 (-1378%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,985,547Liabilities 2011: $712,016Net Assets 2011: $2,273,5312011Assets 2012: $3,686,827Liabilities 2012: $1,464,165Net Assets 2012: $2,222,6622012Assets 2013: $3,809,989Liabilities 2013: $1,603,774Net Assets 2013: $2,206,2152013Assets 2014: $3,726,264Liabilities 2014: $1,607,484Net Assets 2014: $2,118,7802014Assets 2015: $2,568,299Liabilities 2015: $849,575Net Assets 2015: $1,718,7242015Assets 2016: $3,013,840Liabilities 2016: $1,255,899Net Assets 2016: $1,757,9412016Assets 2017: $3,207,769Liabilities 2017: $1,399,901Net Assets 2017: $1,807,8682017Assets 2018: $1,933,724Liabilities 2018: $364,466Net Assets 2018: $1,569,2582018Assets 2019: $2,018,296Liabilities 2019: $386,020Net Assets 2019: $1,632,2762019Assets 2020: $1,806,069Liabilities 2020: $2,410Net Assets 2020: $1,803,6592020Assets 2021: $1,975,549Liabilities 2021: $0Net Assets 2021: $1,975,5492021Assets 2022: $1,822,199Liabilities 2022: $0Net Assets 2022: $1,822,1992022Assets 2023: $1,877,328Liabilities 2023: $24Net Assets 2023: $1,877,3042023Assets 2024: $1,917,077Liabilities 2024: $24Net Assets 2024: $1,917,0532024

Highlighted filing

2018

Assets$1,933,724
Liabilities$364,466
Net Assets$1,569,258

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $145,166Expenses 2011: $197,374Net Income 2011: -$52,2082011Expenses 2012: $200,6622012Revenue 2013: $165,860Expenses 2013: $198,734Net Income 2013: -$32,8742013Revenue 2014: $240,449Expenses 2014: $211,693Net Income 2014: $28,7562014Revenue 2015: $256,410Expenses 2015: $581,873Net Income 2015: -$325,4632015Revenue 2016: $96,748Expenses 2016: $80,032Net Income 2016: $16,7162016Revenue 2017: $41,541Expenses 2017: $25,497Net Income 2017: $16,0442017Revenue 2018: $70,318Expenses 2018: $275,423Net Income 2018: -$205,1052018Revenue 2019: $80,317Expenses 2019: $19,405Net Income 2019: $60,9122019Revenue 2020: $1,131,805Expenses 2020: $948,387Net Income 2020: $183,4182020Revenue 2021: $45,903Expenses 2021: $11,209Net Income 2021: $34,6942021Revenue 2022: $24,608Expenses 2022: $20,668Net Income 2022: $3,9402022Revenue 2023: $30,451Expenses 2023: $16,817Net Income 2023: $13,6342023Revenue 2024: $30,661Expenses 2024: $14,531Net Income 2024: $16,1302024

Highlighted filing

2018

Revenue$70,318
Expenses$275,423
Net Income-$205,105
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jun 5, 2020
Return Version
2017v2.3
Gross Receipts
$607,273
Mission and Program Overview

Mission

To develop, encourage, solicit ongoing financial support for lutheran social services of southern california.

Lssfsc supports the activities of the lutheran social services of southern california in its mission to assist the low and moderate-income residents in the broader communities through economic and social programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,062,312$1,047,261▼ $15,051
Investments in Publicly Traded Securities$1,427,064$881,528▼ $545,536
Savings and Temporary Cash Investments$703,929--
Cash and Non-Interest-Bearing Accounts$14,464$4,935▼ $9,529
Total Assets$3,207,769$1,933,724▼ $1,274,045
Liabilities
Accounts Payable and Accrued Expenses$1,399,901$0▼ $1,399,901
Other Liabilities$0$364,466▲ $364,466
Total Liabilities$1,399,901$364,466▼ $1,035,435
Net Assets / Fund Balance
Unrestricted Net Assets$1,524,830$1,304,564▼ $220,266
Permanently Rstr Net Assets$224,751$224,751→ $0
Temporarily Rstr Net Assets$58,287$39,943▼ $18,344
Total Net Assets Fund Balance$1,807,868$1,569,258▼ $238,610
Total Liabilities and Net Assets / Fund Balance$3,207,769$1,933,724▼ $1,274,045

Asset Categories

AssetBook ValueDepreciationBasis
Land$751,500-$751,500
Buildings$292,221$139,546$431,767
Equipment$3,540$2,529$6,069
Other Land Buildings$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$238,038$1,500-$19,844$219,694
2016$498,306$3,000▲ $10,693$228,961$283,038
Compensation and Service Providers

Board Members and Trustees

NameTitle
Terry PaulsonBoard Chair
Shaun HorriganVice Chair
Andrew TaylorBoard Member
Dr Richard KamiyamaBoard Member
Kyle FrylingBoard Member
Michael GibsonBoard Member
Mollie SchneiderBoard Member
Nader HannaBoard Member
Pat DigreBoard Member
R Guy ErwinBoard Member
Rev David NaglerBoard Member
Rick DavisBoard Member
Susan KroegerBoard Member
Timothy MccoleryBoard Member
Bruce DannemeyerSecretary
Donald HagstromTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000
Program Service Revenue
$0
Investment Income
$67,318
Other Revenue
$0
All Other Contributions
$3,000
Change in Net Assets
$-205,105

Audited Revenue Reconciliation

Revenue per Audited Statements
$70,318
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-33,505
Total Revenue per Audited Statements
$36,813
Total Revenue per Form 990
$70,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$252,956
Other Expenses$22,467
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$252,956--$252,956
Depreciation Depletion$11,288$3,763-$15,051
Fees for Service Investment Mgmnt Fees$5,562$1,854-$7,416
Total Functional Expenses$269,806$5,617$0$275,423

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$275,423
Total Expenses per Audited Statements$275,423
Total Expenses per Form 990$275,423
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Social Services of Southern CaliforniaSan Bernadino, CA501(c)(3)FUNDS ARE UTILIZED IN LSSSC VARIOUS SOCIAL SERVICES INCLUDING BUT NOT LIMITED TO: EMERGENCY ASSISTANCE, HOMELESS, UTILITY AND FOOD ASSISTANCE, EMPLOYMENT SERVICES.$252,956
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payables to Related Third Parties$364,466
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A complete copy of form 990 is reviewed by the president together with the vp of finance and certain board members. Once final, the return is provided to the entire board for review prior to filing.

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

Conflict of interests compliance with the policy is reviewed by the committee of the board of directors. The board of directors members annually review and sign documents related to confidentiality and conflict of interest for both the agency and the foundation. Any member with conflict would recuse themselves from vote relating to that conflict.

Form 990, Part VI, Section B, Line 15

Compensation of officers and key employees would typically be reviewed by the committee of the board of directors

Form 990, Part VI, Section C, Line 18

The organization makes it's returns available on guidestar and provides on request.

Form 990, Part VI, Section C, Line 19

It is entailed in the certificate of corporation

Filing and Contact Details

Filer

Filer Name
Lutheran Social Services Foundation
EIN
93-1007427
Phone
9092544048
Address
435 ORANGESHOW LANE NO 104, SAN BERNARDINO, CA 92408

Signing Officer

Name
John Kohl
Title
CFO
Phone
9092544048
Signed
2020-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Kohl
Formed
1989
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
Cathiann Bellard
Phone
2037819600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation are nonprofit corporations, under section 501(c)(3) of the internal revenue code (irc) and related california law. Generally accepted accounting principles provides accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the foundation in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The foundation is subject to routine audits by taxing jurisdictions, however, there are currently no audits for any tax periods pending or in progress.

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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0536955
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO DEVELOP, ENCOURAGE, SOLICIT ONGOING FINANCIAL SUPPORT FOR LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01807868
IRS990/NetAssetsOrFundBalancesEOYAmt01569258
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt054032
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054032
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-33505
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0364466
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0224751
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0224751
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN KOHL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05565
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035976
IRS990/PYOtherExpensesAmt025497
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt016044
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt025497
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt041541
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-205105
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0703929
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952225798
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0292221
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0139546
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0431767
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0238038
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0219694
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt019844
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0498306
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0283038
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010693
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0228961
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03540
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02529
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06069
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0275423
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0751500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0751500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-33505
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0364466
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLES TO RELATED THIRD PARTIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84000
IRS990ScheduleD/RevenueNotReportedAmt0-33505
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt070318
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ARE NONPROFIT CORPORATIONS, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND RELATED CALIFORNIA LAW. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE FOUNDATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.16000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01047261
IRS990ScheduleD/TotalExpensesPerForm990Amt0275423
IRS990ScheduleD/TotalLiabilityAmt0364466
IRS990ScheduleD/TotalRevenuePerForm990Amt070318
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt036813
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0275423
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0252956
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS ARE UTILIZED IN LSSSC VARIOUS SOCIAL SERVICES INCLUDING BUT NOT LIMITED TO: EMERGENCY ASSISTANCE, HOMELESS, UTILITY AND FOOD ASSISTANCE, EMPLOYMENT SERVICES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA
IRS990ScheduleI/RecipientTable/RecipientEIN0952225798
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0435 ORANGE SHOW LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN BERNADINO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092408
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK/CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0LUTHERAN SOCIAL SERVICES FOUNDATION OF SOUTHERN CALIFORNIA WAS FORMED TO SUPPORT LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA. EXPENDITURES ARE APPROVED BY THE BOARD OF DIRECTORS ON AN AS NEEDED BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF FORM 990 IS REVIEWED BY THE PRESIDENT TOGETHER WITH THE VP OF FINANCE AND CERTAIN BOARD MEMBERS. ONCE FINAL, THE RETURN IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTERESTS COMPLIANCE WITH THE POLICY IS REVIEWED BY THE COMMITTEE OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS MEMBERS ANNUALLY REVIEW AND SIGN DOCUMENTS RELATED TO CONFIDENTIALITY AND CONFLICT OF INTEREST FOR BOTH THE AGENCY AND THE FOUNDATION. ANY MEMBER WITH CONFLICT WOULD RECUSE THEMSELVES FROM VOTE RELATING TO THAT CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF OFFICERS AND KEY EMPLOYEES WOULD TYPICALLY BE REVIEWED BY THE COMMITTEE OF THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES IT'S RETURNS AVAILABLE ON GUIDESTAR AND PROVIDES ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IT IS ENTAILED IN THE CERTIFICATE OF CORPORATION
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952225798
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SOCIAL WELFARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02101 E 4TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA ANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092705
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.02$0.02$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$0.05$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.80$1.13$0.95$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.39$1.63$0.08$0.02$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.36$1.57$0.07$0.28$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.21$1.40$1.81$0.04$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.01$1.26$1.76$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.57$0.85$1.72$0.26$0.58$0.33
2014Detailed filing. Detailed filing data is available for this year.$3.73$1.61$2.12$0.24$0.21$0.03
2013Summary only. Only limited summary data is available for this year.$3.81$1.60$2.21$0.17$0.20$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$1.46$2.22$0.20
2011Summary only. Only limited summary data is available for this year.$2.99$0.71$2.27$0.15$0.20$0.05