Nonprofit · EIN 42-0702558
LUTHERAN FAMILY SERVICE
Tax-exempt · FORT DODGE, IA 50501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,853,563 | $2,619,248 | -$765,685 | $728,819 | $917,057 | -$188,238 |
| June 30, 2024 | 990 | $2,042,772 | $2,458,192 | -$415,420 | $1,115,387 | $537,940 | $577,447 |
| June 30, 2023 | 990 | $1,771,734 | $2,169,325 | -$397,591 | $1,502,227 | $509,360 | $992,867 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $797,268
- Program service revenue
- $1,056,265
- Investment income
- $30
- Net gain from sales of assets
- -$20
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $130,578
- Other salaries and wages
- $1,529,195
- Salaries, compensation and benefits (total)
- $1,968,413
- Professional fundraising fees
- $0
- Legal fees
- $20,015
- Accounting fees
- $7,947
- Occupancy
- $188,846
- Travel
- $100,127
- Depreciation
- $29,411
- Program services (functional)
- $2,230,613
- Management and general (functional)
- $289,553
- Fundraising (functional)
- $99,082
Balance sheet and other
- Total assets, start of year
- $1,115,387
- Total assets, end of year
- $728,819
- Total liabilities, end of year
- $917,057
- Net assets, end of year
- -$188,238
- Land, buildings and equipment
- $179,158
- Net assets without donor restrictions
- -$195,093
- Net assets with donor restrictions
- $6,855
- Gross receipts
- $1,857,862
- Employees
- 44
- Volunteers
- 12
- Year formed
- 1901
- State of legal domicile
- IA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Rev Max Phillips | Executive Director Trustee or director | 32 | $119,065 | $10,788 |
| Rev Keith Haney | Board Member Trustee or director | 0 | $0 | $0 |
| Mr Ken Stotmeister | President Trustee or director | 0 | $0 | $0 |
| Mr Mark Niebuhr | Vice President Trustee or director | 0 | $0 | $0 |
| Mary Ann Hanusa | Board Member Trustee or director | 0 | $0 | $0 |
| Mr Kerry Burmeister | Treasurer Trustee or director | 0 | $0 | $0 |
| Mr Stan Ullerich | Secretary Trustee or director | 0 | $0 | $0 |
| Rev James Lamb | Board Member Trustee or director | 0 | $0 | $0 |
| Kirk Warnke | Board Member Trustee or director | 0 | $0 | $0 |
| Kay Kreklau | Board Member Trustee or director | 0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Rev Max Phillips | Executive Director Trustee or director | 32 | $115,243 | $9,746 |
| Rev Keith Haney | Board Member Trustee or director | 0 | $0 | $0 |
| Mr Ken Stotmeister | President Trustee or director | 0 | $0 | $0 |
| Mr Mark Niebuhr | Vice President Trustee or director | 0 | $0 | $0 |
| Mary Ann Hanusa | Board Member Trustee or director | 0 | $0 | $0 |
| Mr Kerry Burmeister | Treasurer Trustee or director | 0 | $0 | $0 |
| Mr Stan Ullerich | Secretary Trustee or director | 0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Rev Max Phillips | Executive Director Trustee or director | 32 | $108,793 | $9,187 |
| Rev Keith Haney | Board Member Trustee or director | 0 | $0 | $0 |
| Mr Ken Stotmeister | Vice President Trustee or director | 0 | $0 | $0 |
| Mr Mark Niebuhr | Secretary Trustee or director | 0 | $0 | $0 |
| Mr Ken Puck | President Trustee or director | 0 | $0 | $0 |
| Mr Kerry Burmeister | Treasurer Trustee or director | 0 | $0 | $0 |
| Mr Stan Ullerich | Board Member Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 409 KENYON RD STE C, FORT DODGE, IA 50501-5718
- Principal officer (990 for 2024)
- Max Phillips, 409 Kenyon Road, Fort Dodge, IA 50501
- Signed the 990
- KERRY BURMEISTER, Treasurer
- Phone
- (515) 573-3138
- Return prepared by
- CORNWELLFRIDERES MAHER & ASSOC PLC
Mission
Lutheran Family Service is organized as a not-for-profit, religious organization for the purpose of providing family and individual counseling and adoption services.
Program accomplishments
- Christ-centered counseling is provided to individuals, couples and families by licensed and professionally trained family therapists. A sliding fee scale based on income is available for those without insurance. Gifts from individuals, congregations and organizations make this possible.Expenses $1,638,427 · revenue $788,671
- Pregnancy counseling is provided to young women, young men and their families experiencing an unplanned pregnancy. No fees are charged to the birth family for this service.Expenses $96,353
- Adoption services are provided to couples wishing to expand their families through international, domestic or embryo adoption. Fees are assessed to couples based on a sliding scale assessed according to their income.Expenses $377,860 · revenue $266,534
- Congregational Services brings life-changing information and resources to members of LCMS partner congregationsExpenses $117,973
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0702558
- 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
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $728,819
- Income (IRS master file)
- $1,857,862
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,853,563 | $2,619,248 | $728,819 | XML |
| 990 | June 2024 | $2,042,772 | $2,458,192 | $1,115,387 | XML |
| 990 | June 2023 | $1,771,734 | $2,169,325 | $1,502,227 | XML |
| 990 | June 2022 | $2,596,414 | $1,476,246 | $1,648,287 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 42-0702558).
Questions about LUTHERAN FAMILY SERVICE
- What is the EIN of LUTHERAN FAMILY SERVICE?
- The employer identification number (EIN) of LUTHERAN FAMILY SERVICE is 42-0702558.
- Is LUTHERAN FAMILY SERVICE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to LUTHERAN FAMILY SERVICE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN FAMILY SERVICE 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 FAMILY SERVICE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN FAMILY SERVICE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LUTHERAN FAMILY SERVICE?
- The 990 for the year ended June 30, 2025 names Max Phillips.
- Who are the officers and directors of LUTHERAN FAMILY SERVICE?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $119,065 (Rev Max Phillips, Executive Director).
- How much revenue does LUTHERAN FAMILY SERVICE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,853,563, expenses of $2,619,248 and total assets of $728,819 at year end.
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