Nonprofit · EIN 39-1242451
LSS FOUNDATION INC
Tax-exempt · WEST ALLIS, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,095,444 | $1,647,177 | $448,267 | $35,517,944 | $20,172 | $35,497,772 |
| December 31, 2023 | 990 | $1,422,075 | $1,742,657 | -$320,582 | $32,356,035 | $5,143 | $32,350,892 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,000,107
- Program service revenue
- $0
- Investment income
- $1,095,337
- Net gain from sales of assets
- $277,444
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $989,672
- Other salaries and wages
- $258,362
- Salaries, compensation and benefits (total)
- $309,381
- Professional fundraising fees
- $0
- Accounting fees
- $19,488
- Program services (functional)
- $989,672
- Management and general (functional)
- $433,948
- Fundraising (functional)
- $223,557
Balance sheet and other
- Total assets, start of year
- $32,356,035
- Total assets, end of year
- $35,517,944
- Total liabilities, end of year
- $20,172
- Net assets, end of year
- $35,497,772
- Publicly traded securities
- $29,601,767
- Net assets without donor restrictions
- $30,684,500
- Net assets with donor restrictions
- $4,813,272
- Gross unrelated business income
- $9,913
- Gross receipts
- $8,392,953
- Employees
- 1
- Volunteers
- 11
- Year formed
- 1976
- 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 |
|---|---|---|---|
| DAVID C BOERKE | DIRECTOR Trustee or director | 3 | $0 |
| A WILLIAM HUELSMAN | DIRECTOR Trustee or director | 3 | $0 |
| SARA MAIO | DIRECTOR Trustee or director | 3 | $0 |
| CATRENA REID | DIRECTOR Trustee or director | 3 | $0 |
| MARGARET PAUR | DIRECTOR Trustee or director | 3 | $0 |
| PATRICIA WESNER | CHAIRPERSON & VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| GEORGE ROTH | VICE CHAIR & SECRETARY Trustee or director, Officer | 3 | $0 |
| JOHN SCHALLER | DIRECTOR Trustee or director | 3 | $0 |
| ROBERT SHEPARD | DIRECTOR Trustee or director | 3 | $0 |
| JOHN SILSETH | DIRECTOR Trustee or director | 3 | $0 |
| MARK VAN GENDEREN | TREASURER Trustee or director, Officer | 3 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C BOERKE | DIRECTOR Trustee or director | 3 | $0 |
| A WILLIAM HUELSMAN | DIRECTOR Trustee or director | 3 | $0 |
| SARA MAIO | DIRECTOR Trustee or director | 3 | $0 |
| CATRENA REID | DIRECTOR Trustee or director | 3 | $0 |
| MARGARET PAUR | DIRECTOR Trustee or director | 3 | $0 |
| PATRICIA WESNER | CHAIRPERSON Trustee or director, Officer | 3 | $0 |
| GEORGE ROTH | VICE CHAIR & SECRETARY Trustee or director, Officer | 3 | $0 |
| JOHN SCHALLER | DIRECTOR Trustee or director | 3 | $0 |
| ROBERT SHEPARD | DIRECTOR Trustee or director | 3 | $0 |
| JOHN SILSETH | DIRECTOR Trustee or director | 3 | $0 |
| MARK VAN GENDEREN | TREASURER Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 6737 W WASHINGTON ST SUITE 227, WEST ALLIS, WI 53214-5647
- Principal officer (990 for 2024)
- PATRICIA WESNER, 6737 W WASHINGTON STREET 2275, WEST ALLIS, WI 53214
- Signed the 990
- PATRICIA WESNER, CHAIRPERSON & VICE PRESIDENT
- Phone
- (414) 246-2300
- Website
- WWW.LSSWIS.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
SUPPORTING THE TAX EXEMPT PURPOSE OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC.
Program accomplishments
- LSS 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.Expenses $989,672 · grants $989,672
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
- 39-1242451
- 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
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L12)
- Assets (IRS master file)
- $35,517,944
- Income (IRS master file)
- $8,392,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,095,444 | $1,647,177 | $35,517,944 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,422,075 | $1,742,657 | $32,356,035 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,277,524 | $1,624,068 | $29,198,440 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 39-1242451).
Questions about LSS FOUNDATION INC
- What is the EIN of LSS FOUNDATION INC?
- The employer identification number (EIN) of LSS FOUNDATION INC is 39-1242451.
- Is LSS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to LSS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LSS FOUNDATION INC 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 LSS FOUNDATION INC 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 LSS FOUNDATION INC 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 LSS FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names PATRICIA WESNER.
- Who are the officers and directors of LSS FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does LSS FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,095,444, expenses of $1,647,177 and total assets of $35,517,944 at year end.
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All nonprofits in WEST ALLIS · Wisconsin · Housing and shelter