Nonprofit · EIN 39-0816846
LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN
Tax-exempt · WEST ALLIS, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $73,105,849 | $69,908,635 | $3,197,214 | $109,784,494 | $32,128,281 | $77,656,213 |
| December 31, 2023 | 990 | $68,347,719 | $63,550,143 | $4,797,576 | $100,934,222 | $31,830,403 | $69,103,819 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,198,783
- Program service revenue
- $64,082,519
- Investment income
- $1,369,443
- Net rental income
- $19,110
- Net gain from sales of assets
- $603,504
- Net income from fundraising events
- -$4,727
- Other revenue
- $2,455,104
Expenses
- Grants and similar amounts paid
- $3,221,867
- Compensation of officers, directors and key employees
- $2,193,737
- Other salaries and wages
- $38,941,841
- Salaries, compensation and benefits (total)
- $51,750,302
- Professional fundraising fees
- $0
- Legal fees
- $166,473
- Accounting fees
- $165,311
- Occupancy
- $3,082,267
- Travel
- $1,732,883
- Depreciation
- $1,337,163
- Program services (functional)
- $57,733,600
- Management and general (functional)
- $11,092,744
- Fundraising (functional)
- $1,082,291
Balance sheet and other
- Total assets, start of year
- $100,934,222
- Total assets, end of year
- $109,784,494
- Total liabilities, end of year
- $32,128,281
- Net assets, end of year
- $77,656,213
- Land, buildings and equipment
- $22,626,838
- Publicly traded securities
- $24,027,921
- Net assets without donor restrictions
- $40,017,335
- Net assets with donor restrictions
- $37,638,878
- Gross receipts
- $81,413,518
- Employees
- 1,021
- Volunteers
- 52
- Year formed
- 1882
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HECTOR COLON | PRESIDENT & CEO Officer | 39 | $509,507 | $40,683 |
| JOSEPH M ARZBECKER | COO Officer | 39 | $322,582 | $27,399 |
| RANDY J OLESZAK | CFO Officer | 39 | $316,651 | $26,147 |
| MICHELLE NAPLES | CHIEF INTEGRATION OFFICER Officer | 40 | $267,198 | $4,446 |
| MARA DUCKENS | CHIEF ADVANCEMENT OFFICER Officer | 40 | $231,565 | $4,389 |
| JILL A CHAFFEE | VP/GM- COMMUNITY BASED SER Key employee | 40 | $200,920 | $3,812 |
| TARA TREGLOWNE | VP PROGRAM SERVICES Key employee | 40 | $170,065 | $21,780 |
| DENNIS HANSON | VP/GM - RESIDENTIAL Key employee | 39 | $175,249 | $14,152 |
| SUSAN M DOWD | HUMAN CAPITAL DIRECTOR Highest-paid employee | 40 | $131,876 | $36,382 |
| RACHEL KESSLER | DIRECTOR OF ACCOUNTING Highest-paid employee | 40 | $144,155 | $13,430 |
| SHARON HUDY | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $108,925 | $36,084 |
| PHIL ORTMAN | DIRECTOR OF IT Highest-paid employee | 40 | $138,497 | $3,787 |
| JUDI HECK | DIRECTOR OF FINANCIAL OPER Highest-paid employee | 40 | $117,414 | $22,928 |
| LUIS ARROYO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALLEN COOPER | DIRECTOR Trustee or director | 2 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANKLIN CUMBERBATCH | SECRETARY Trustee or director | 2 | $0 |
| BILL DAVIS | DIRECTOR Trustee or director | 2 | $0 |
| KERI DE BRUIN | COMPENSATION CHAIR Trustee or director | 2 | $0 |
| ANNE EDISON-ALBRIGHT | DIRECTOR Trustee or director | 2 | $0 |
| MIKE GROTH | TREASURER Trustee or director | 2 | $0 |
| DEAN GRUNER | GOVERNANCE CHAIR Trustee or director | 2 | $0 |
| KATIE KAWCZYNSKI | RESOURCE DEVELOPMENT CHAIR Trustee or director | 2 | $0 |
| MATT KIRCHNER | DIRECTOR Trustee or director | 2 | $0 |
| BILL KNAPP | DIRECTOR Trustee or director | 2 | $0 |
| ERIC LORENZ | CHAIR Trustee or director | 2 | $0 |
| SUE MERKATORIS | DIRECTOR Trustee or director | 2 | $0 |
| RICHARD PIEPER | DIRECTOR Trustee or director | 2 | $0 |
| DAVID REMSTAD | DIRECTOR Trustee or director | 2 | $0 |
| ORALEE SCHOCK | DIRECTOR Trustee or director | 2 | $0 |
| JOEL TREFFERT | VICE CHAIR Trustee or director | 2 | $0 |
| MICHAEL SHEPPARD | DIRECTOR Trustee or director | 2 | $0 |
| MELANIE VARIN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HECTOR COLON | PRESIDENT & CEO Officer | 39 | $461,890 | $38,239 |
| JOSEPH M ARZBECKER | COO Officer | 39 | $302,410 | $32,914 |
| RANDY J OLESZAK | CFO Officer | 39 | $295,243 | $24,608 |
| MICHELLE NAPLES | CHIEF INTEGRATION OFFICER Officer | 40 | $249,332 | $4,271 |
| JILL A CHAFFEE | VP/GM- COMMUNITY BASED SER Key employee | 40 | $190,563 | $3,613 |
| DENNIS HANSON | VP/GM - RESIDENTIAL Key employee | 39 | $160,935 | $13,201 |
| TARA TREGLOWNE | VP PROGRAM SERVICES Key employee | 40 | $149,264 | $20,825 |
| JACQUELINE HARCOURT | VP FUNDRAISING Highest-paid employee | 40 | $149,490 | $13,010 |
| SUSAN M DOWD | HUMAN CAPITAL DIRECTOR Highest-paid employee | 40 | $123,500 | $34,095 |
| MARA DUCKENS | CHIEF ADVANCEMENT OFFICER Officer | 40 | $141,532 | $2,379 |
| RACHEL KESSLER | DIRECTOR OF ACCOUNTING Highest-paid employee | 40 | $129,285 | $12,459 |
| SHARON HUDY | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $100,860 | $33,770 |
| JUDI HECK | DIRECTOR OF FINANCIAL OPERATIONS Highest-paid employee | 40 | $111,497 | $21,466 |
| ANNETTE ADAMS | COMPENSATION CHAIR Trustee or director | 2 | $0 | $0 |
| LISA CIESLAK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BECKY GOCHE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEAN GRUNER | GOVERNANCE CHAIR Trustee or director | 2 | $0 | $0 |
| KATIE BAARDSETH | SECOND VICE CHAIR Trustee or director | 2 | $0 | $0 |
| FRANKLIN CUMBERBATCH | SECRETARY Trustee or director | 2 | $0 | $0 |
| MIKE GROTH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATIE KAWCZYNSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILL KESSLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL LOSENEGGER | TREASURER Trustee or director | 2 | $0 | $0 |
| RICHARD PIEPER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURIE SKOW-ANDERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MELANIE VARIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC LORENZ | FIRST VICE CHAIR Trustee or director | 2 | $0 | $0 |
| JOSE OLIVIERI | CHAIR Trustee or director | 2 | $0 | $0 |
| ORALEE SCHOCK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOEL TREFFERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDY WILLMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6737 W WASHINGTON ST SUITE 227, WEST ALLIS, WI 53214-5647
- Principal officer (990 for 2024)
- HECTOR COLON, 6737 W WASHINGTON STREET 2275, WEST ALLIS, WI 53214
- Signed the 990
- HECTOR COLON, PRESIDENT
- Phone
- (414) 246-2300
- Website
- WWW.LSSWIS.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ACT COMPASSIONATELY. SERVE HUMBLY. LEAD COURAGEOUSLY.
Program accomplishments
- COMMUNITY BASED-SERVICES INCLUDE MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT, SKILL BUILDING AND CARE COORDINATION. SPECIFIC SERVICES IN ADOPTION, FOSTER CARE, EARLY CHILDHOOD DEVELOPMENT, SCHOOL BASED MENTAL HEALTH, IN HOME THERAPY FOR CHILDREN, ADULTS AND FAMILIES, SUBSTANCE USE OUTPATIENT TREATMENT AND RESOURCE CENTERS FOR PERSONS WITH MENTAL ILLNESS.Expenses $28,253,402 · grants $1,504,949 · revenue $32,140,233
- HOUSING AND YOUTH RESIDENTIAL-SERVICES INCLUDE HUD AND TAX CREDIT AFFORDABLE HOUSING,YOUTH RESIDENTIAL TREATMENT CENTER, TRANSITIONAL LIVING SITES FOR VETERANS, HOMELESS SERVICES INCLUDING TENANT RENTAL ASSISTANCE AND SERVICE COORDINATION AT AFFORDABLE HOUSING SITES, REFUGEE RESETTLEMENT SERVICES.Expenses $15,218,651 · grants $1,703,926 · revenue $14,816,317
- ADULT RESIDENTIAL AND LONG-TERM CARE - SERVICES INCLUDE ADULT RESIDENTIAL SUBSTANCE USE TREATMENT CENTERS, MENTAL HEALTH AND CRISIS FACILITIES, COMMUNITY BASED LONG TERM SUPPORT PROGRAM FOR PERSONS WITH DISABILITIES AND FRAIL ELDERLY.Expenses $14,261,547 · grants $12,992 · revenue $17,125,969
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0816846
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P200)
- Assets (IRS master file)
- $109,784,494
- Income (IRS master file)
- $81,413,518
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $73,105,849 | $69,908,635 | $109,784,494 | IRS |
| 990 | December 2023 | $68,347,719 | $63,550,143 | $100,934,222 | XML |
| 990 | December 2022 | $70,045,613 | $55,593,658 | $91,570,068 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0816846).
Questions about LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN
- What is the EIN of LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN?
- The employer identification number (EIN) of LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN is 39-0816846.
- Is LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN?
- The 990 for the year ended December 31, 2024 names HECTOR COLON.
- Who are the officers and directors of LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN?
- The 990 for the year ended December 31, 2024 lists 32 people; 13 received compensation from the organization, the highest $509,507 (HECTOR COLON, PRESIDENT & CEO).
- How much revenue does LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $73,105,849, expenses of $69,908,635 and total assets of $109,784,494 at year end.
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