LUTHERAN HOMES SOCIETY INC Charity Report

Public IRS 990 nonprofit record

LUTHERAN HOMES SOCIETY INC

EIN 31-1565719 · Family Services (P40)

What they do

LUTHERAN HOMES SOCIETY, INC. is A NOT-FOR-PROFIT CORPORATION THAT PROVIDES RESIDENTIAL CARE and SUPPORTIVE SERVICES for YOUTH and ELDERLY IN NORTHWESTERN OHIO and SOUTHEASTERN MICHIGAN. AS A FAITH-BASED PROVIDER of SUCH SERVICES, LUTHERAN HOMES SOCIETY CONTINUES to HONOR ITS MISSION to EXTEND ITS SERVICES to THE VULNERABLE of OUR POPULATION. OUR MISSION STATEMENT: INSPIRED BY THE CHRISTIAN FAITH, WE EMBRACE INDIVIDUALS and FAMILIES WITH COMPASSIONATE CARE and SERVICES THROUGHOUT LIFES JOURNEY. YOUTH ARE SERVED THROUGH COMMUNITY-BASED RESIDENTIAL TREATMENT GROUP HOMES, SUPPORTIVE SERVICES for YOUTH and THEIR FAMILIES, and AN ASPERGERS PROGRAM CONSISTING of BOTH RESIDENTIAL and DAY TREATMENT PROGRAMS. THE ELDERLY ARE SERVED IN INDEPENDENT LIVING, ASSISTED LIVING, and EXTENDED CARE RESIDENTIAL SETTINGS. LUTHERAN HOMES SOCIETY ALSO SERVES THE COMMUNITY THROUGH SERVICE COORDINATION, WHICH ASSISTS THE ELDERLY IN ACCESSING NEEDED SERVICES, THEREBY ENABLING THEM to CONTINUE LIVING IN INDEPEN

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.81%of revenue went to mission work75.3% of expenses · Program services

0.75%of revenue went to fundraising0.7% of expenses

$100.63spent for every $100 of revenueSpending was higher than revenue this year.

24.06%of revenue went to management and office costs23.9% of expenses

$1.16in assets for every $1 spent this yearSome assets cannot be spent right away.

2.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $223,672 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $421,367 for WILLIAM R MARSHALL (PRESIDENT/CE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$35,740,124

Mission workProgram services$27,094,37875.81% of revenue75.3% of expenses

ManagementOffice and general costs$8,600,03224.06% of revenue23.9% of expenses

FundraisingAsking for donations$269,3860.75% of revenue0.7% of expenses

Total expenses$35,963,796100.63% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 75.3% mission · 23.9% management · 0.7% fundraisingTotal expenses: 100.63% of revenue

2023Expense mix: 73.6% mission · 25.7% management · 0.7% fundraisingTotal expenses: 97.76% of revenue

2022Expense mix: 73.6% mission · 25.8% management · 0.6% fundraisingTotal expenses: 89.06% of revenue

2021Expense mix: 76.7% mission · 22.8% management · 0.4% fundraisingTotal expenses: 93.93% of revenue

2020Expense mix: 78.9% mission · 20.8% management · 0.3% fundraisingTotal expenses: 102.65% of revenue

2019Expense mix: 77.0% mission · 22.6% management · 0.4% fundraisingTotal expenses: 102.86% of revenue

2018Expense mix: 77.9% mission · 21.7% management · 0.4% fundraisingTotal expenses: 102.67% of revenue

2017Expense mix: 78.2% mission · 21.4% management · 0.4% fundraisingTotal expenses: 101.52% of revenue

Money in and money out

Revenue$35,740,124

Expenses$35,963,796

Annual shortfall $223,672 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$27,094,378 · 75.3% of expenses

Management and office costs$8,600,032 · 23.9% of expenses

Fundraising$269,386 · 0.7% of expenses

See all reported dollar amounts

Revenue$35,740,124

Expenses$35,963,796

Assets$41,717,715

Income$35,893,693

Contributions$783,939

Mission work (program services)$27,094,378

Fundraising$269,386

Grants given$1,162,102

Average grant$96,842

Management and general$8,600,032

Executive compensation (total)$743,074

Stocks and bonds$2,570,528

Accounting fees$98,318

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WILLIAM R MARSHALLPRESIDENT/CE · 38 hrs/week $421,367Base $366,941 · Other $54,426

LORINDA SCHALKTREASURER/CF · 38 hrs/week $290,819Base $241,677 · Other $49,142

AMANDA SCHROEDERVP-HOME & CO · 16 hrs/week $234,586Base $200,024 · Other $34,562

STEPHEN BOWSHERSR. DIR. ACC · 30 hrs/week $178,055Base $143,492 · Other $34,563

CATHERINE ZAWISZAEXECUTIVE DI · 40 hrs/week $169,347Base $151,957 · Other $17,390

NICHOLE MILESDIR OF REVEN · 40 hrs/week $159,799Base $142,154 · Other $17,645

JOHN HENRYDIR. OF FACI · 40 hrs/week $159,019Base $132,569 · Other $26,450

MICHAEL GEORGEEXECUTIVE DI · 40 hrs/week $146,788Base $120,200 · Other $26,588

JANET GEKONDENURSE · 40 hrs/week $138,823

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

WILLIAM R MARSHALLPRESIDENT/CE

LORINDA SCHALKTREASURER/CF

AMANDA SCHROEDERVP-HOME & CO

STEPHEN BOWSHERSR. DIR. ACC

CATHERINE ZAWISZAEXECUTIVE DI

NICHOLE MILESDIR OF REVEN

JOHN HENRYDIR. OF FACI

MICHAEL GEORGEEXECUTIVE DI

JANET GEKONDENURSE

MARIA COOKDIRECTOR

STEVE BAUERLEDIRECTOR

STEPHEN BOWEDIRECTOR

PAUL SIEBENVICE CHAIR

MELISSA WARNERSECRETARY

MARK SNYDERDIRECTOR

LEE WUNSCHELCHAIR

KEVIN RAHEDIRECTOR

JONATHON RUSCHEDIRECTOR

JEFF DEMPSEYDIRECTOR

ANN MARSHALLDIRECTOR

About this charity

Recognized since: January 1998
Location: 2021 N MCCORD RD, TOLEDO, OH 43615-3030
County: Lucas
In care of: LORINDA SCHALK
Primary officer: LORINDA SCHALK, TREASURER/CFO

How to reach them

WebsiteVisit the charity’s website Phone(419) 861-4990

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
NTEE classification: Family Services (P40)
IRS tax category: Family Services
Grant-giving organization: Yes