Nonprofit · EIN 86-0252302
LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST
Tax-exempt · PHOENIX, AZ 85012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,480,282 | $27,121,947 | $358,335 | $8,472,033 | $2,618,990 | $5,853,043 |
| June 30, 2024 | 990 | $27,082,032 | $25,998,052 | $1,083,980 | $10,230,790 | $4,754,629 | $5,476,161 |
| June 30, 2023 | 990 | $22,493,433 | $21,977,045 | $516,388 | $8,368,638 | $4,003,452 | $4,365,186 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,456,096
- of which government grants
- $20,135,176
- Program service revenue
- $3,904,336
- Investment income
- $99,684
- Net gain from sales of assets
- $33,750
- Net income from sales of inventory
- $4,094
- Other revenue
- $20,166
Expenses
- Grants and similar amounts paid
- $5,035,892
- Compensation of officers, directors and key employees
- $419,808
- Other salaries and wages
- $15,277,042
- Salaries, compensation and benefits (total)
- $18,022,008
- Professional fundraising fees
- $0
- Legal fees
- $13,702
- Accounting fees
- $81,201
- Occupancy
- $864,072
- Travel
- $156,922
- Depreciation
- $225,431
- Program services (functional)
- $23,099,973
- Management and general (functional)
- $3,374,936
- Fundraising (functional)
- $647,038
Balance sheet and other
- Total assets, start of year
- $10,230,790
- Total assets, end of year
- $8,472,033
- Total liabilities, end of year
- $2,618,990
- Net assets, end of year
- $5,853,043
- Land, buildings and equipment
- $532,303
- Publicly traded securities
- $411,615
- Net assets without donor restrictions
- $4,554,287
- Net assets with donor restrictions
- $1,298,756
- Gross receipts
- $27,496,365
- Employees
- 573
- Volunteers
- 637
- Year formed
- 1970
- State of legal domicile
- AZ
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 | Other / benefits |
|---|---|---|---|---|
| CONNIE PHILLIPS | CEO & PRESIDENT Officer | 40 | $201,758 | $15,303 |
| CHRISTINE KOBASIC | CHIEF FINANCIAL OFFICER Officer | 40 | $162,673 | $15,283 |
| KAREN BAMFORD | CHIEF PROGRAM OFFICER Highest-paid employee | 40 | $140,706 | $5,783 |
| CHERYL PATTERSON | DIRECTOR OF FINANCE Highest-paid employee | 40 | $115,197 | $8,255 |
| AMBER MATHEWSON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| WENDY LOOK | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JANIE MAGRUDER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DOUG PEARSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JACQUI PAGEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANISLAV VUJIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA RAPP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JO RIESTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVE BROUGHTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER STUENKEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHERINE WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCY FLEMING | DIRECTOR Trustee or director | 1 | $0 |
| RACHEL GOMEZ-ACOSTA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CONNIE PHILLIPS | CEO & PRESIDENT Officer | 40 | $190,406 | $12,743 |
| CHRISTINE KOBASIC | CHIEF FINANCIAL OFFICER Officer | 40 | $142,843 | $20,477 |
| KAREN BAMFORD | CHIEF PROGRAM OFFICER Highest-paid employee | 40 | $125,992 | $6,300 |
| JANIE MAGRUDER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| AMBER MATHEWSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TWILA BURDICK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DOUG PEARSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TROY JUSTESEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDY LOOK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACQUI PAGEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JO RIESTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA RAPP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLEN JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN FIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER STUENKEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANISLAV VUJIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CONNIE PHILLIPS | CEO & PRESIDENT Officer | 40 | $174,052 | $10,563 |
| CHRISTINE KOBASIC | CHIEF FINANCIAL OFFICER Officer | 40 | $139,573 | $18,617 |
| KAREN BAMFORD | CHIEF PROGRAM OFFICER Highest-paid employee | 40 | $113,150 | $5,657 |
| JANINE MAGRUDER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BOB YORK | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TWILA BURDICK | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DOUG PEARSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TROY JUSTESEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDY LOOK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACQUI PAGEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JO RIESTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA RAPP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLEN JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN FIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF KRAUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMBER D MATHEWSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER STUENKEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3636 N CENTRAL AVE, PHOENIX, AZ 85012-1927
- In care of
- % CHRISTINE KOBASIC
- Principal officer (990 for 2024)
- CHRISTINE KOBASIC, 2502 E UNIVERSITY DR 125, PHOENINX, AZ 85034
- Signed the 990
- CHRISTINE KOBASIC, CFO
- Phone
- (480) 396-3795
- Website
- WWW.LSS-SW.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
WE STABILIZE PEOPLE DURING CRISIS AND TRANSITION, BUILD A FOUNDATION WHERE PEOPLE CAN THRIVE, AND PRESERVE DIGNITY AND RESPECT FOR THE MOST VULNERABLE.
Program accomplishments
- THE REFUGEE & IMMIGRATION SERVICES PROGRAMS HELP REFUGEES WHO HAVE FLED PERSECUTION TO REBUILD THEIR LIVES IN THE PHOENIX AND TUCSON AREAS BY PROVIDING SHORT-TERM HOUSING, EMPLOYMENT ASSISTANCE, LANGUAGE AND SELF-SUFFICIENCY SKILLS TRAINING, CULTURAL EDUCATION, CONNECTIONS TO COMMUNITY RESOURCES, SUPPORT FOR REFUGEE CHILDREN'S EDUCATION, AND WOMEN'S EMPOWERMENT PROGRAMMING. LSS-SW SERVED 2,216 INDIVIDUALS.Expenses $10,924,108 · grants $4,485,485 · revenue $153,566
- THE AGING & DISABILITY SERVICES PROGRAMS PROVIDE QUALITY, CUSTOMIZED IN-HOME SERVICES THAT ALLOW OLDER ADULTS AND PEOPLE WITH DISABILITIES TO LIVE AT HOME, MAINTAIN INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE. PROGRAMS ALSO INCLUDE TRAINING AND SUPPORT FOR FAMILY CAREGIVERS TO HELP THEM BUILD THEIR CONFIDENCE, STRENGTHEN SKILLS, AND REDUCE STRESS; AS WELL AS HOME DELIVERED MEALS AND SHOPPING SERVICES FOR HOMEBOUND OLDER ADULTS. LSS-SW PROVIDED 1,086 OLDER ADULTS AND PEOPLE WITH DISABILITIES IN-HOME SERVICES AND DELIVERED 68,769 MEALS.Expenses $7,384,349 · grants $464,570 · revenue $3,750,770
- THE FAMILY AND COMMUNITY SERVICES PROGRAMS ARE COMPRISED OF FAMILY RESOURCE CENTERS, BASIC NEEDS PROGRAMS, AND FOSTER CARE. LSS-SW OPERATES THREE FAMILY RESOURCE CENTERS, PART OF A NETWORK OF FIRST THINGS FIRST CENTERS THROUGHOUT MARICOPA COUNTY, THAT ASSIST FAMILIES IN METROPOLITAN PHOENIX AND SOUTHEAST MARICOPA COUNTY. FRCS CREATE HEALTHY ENVIRONMENTS THAT SUPPORT OPTIMAL CHILD DEVELOPMENT AND REDUCE THE LIKELIHOOD OF ABUSE AND NEGLECT, THROUGH PLAY AND LEARN EVENTS, PARENTING CLASSES, CAREGIVER TRAINING, WORKFORCE DEVELOPMENT AND CONNECTION TO COMMUNITY RESOURCES. LSS-SW SERVED 1,189 CHILDREN AND 1,748 ADULTS. FOSTER CARE RECRUITS, TRAINS, LICENSES, AND SUPPORTS FOSTER FAMILIES IN CARING FOR CHILDREN AND ADULTS WHO HAVE BEEN REMOVED FROM THEIR HOMES. (CONTINUED ON SCHEDULE O)LSS-SW SUPPORTED 234 FOSTER HOMES IN CARING FOR 337 CHILDREN AND ADULTS. BASIC NEEDS PROGRAMS PROVIDE ACCESS TO FAMILIES NEEDING SUPPORT TO MEET THEIR BASIC NEEDS THROUGH FOOD PANTRIES, EMERGENCY SHELTER, AND RENTAL AND UTILITY ASSISTANCE. LSS-SW SERVED 10,061 INDIVIDUALS, PROVIDED 6,812 BED NIGHTS OF EMERGENCY SHELTER, AND DISTRIBUTED 6,386 FOOD BOXES.Expenses $3,716,196 · grants $136
- THE EMERGENCY SERVICES PROGRAMS, IN PARTNERSHIP WITH FAITH PARTNERS AND VOLUNTEERS, RELIEVE HUNGER AND HOMELESSNESS FOR NEIGHBORS FACING EXTREME POVERTY THROUGH FOOD PANTRIES, RENT AND UTILITY ASSISTANCE, EMERGENCY SHELTER, AND CASE MANAGEMENT. LSS-SW SHELTERED 175 INDIVIDUALS EXPERIENCING HOMELESSNESS, PROVIDED RENT AND UTILITY ASSISTANCE TO 286 FAMILIES AT RISK OF LOSING THEIR HOMES, AND DISTRIBUTED 6,386 FOOD BOXES TO FOOD INSECURE INDIVIDUALS AND FAMILIES.Expenses $1,075,320 · grants $85,702
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
- 86-0252302
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1963
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X21Z)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $8,472,033
- Income (IRS master file)
- $27,496,365
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,480,282 | $27,121,947 | $8,472,033 | XML |
| 990 | June 2024 | $27,082,032 | $25,998,052 | $10,230,790 | XML |
| 990 | June 2023 | $22,493,433 | $21,977,045 | $8,368,638 | XML |
| 990 | June 2022 | $21,954,828 | $21,187,525 | $7,090,998 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 86-0252302).
Questions about LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST
- What is the EIN of LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST?
- The employer identification number (EIN) of LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST is 86-0252302.
- Is LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Which annual return does LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 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 THE SOUTHWEST 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 SOCIAL SERVICES OF THE SOUTHWEST 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 SOCIAL SERVICES OF THE SOUTHWEST?
- The 990 for the year ended June 30, 2025 names CHRISTINE KOBASIC.
- Who are the officers and directors of LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST?
- The 990 for the year ended June 30, 2025 lists 17 people; 4 received compensation from the organization, the highest $201,758 (CONNIE PHILLIPS, CEO & PRESIDENT).
- How much revenue does LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,480,282, expenses of $27,121,947 and total assets of $8,472,033 at year end.
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