Skip to main content

Nonprofit · EIN 34-1743473

LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION

Tax-exempt · TOLEDO, OH 43620

Financials

$477K$245K2023$616K$423K2024
Revenue Expenses · by fiscal year end
Financials of LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$616,475$423,063$193,412$5,455,608$20,857$5,434,751
December 31, 2023990$477,012$244,823$232,189$5,081,060$14,771$5,066,289
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$390,513
Program service revenue
$0
Investment income
$225,500
Net gain from sales of assets
$108,668
Other revenue
$462

Expenses

Grants and similar amounts paid
$390,949
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Depreciation
$13,352
Program services (functional)
$390,949
Management and general (functional)
$32,114

Balance sheet and other

Total assets, start of year
$5,081,060
Total assets, end of year
$5,455,608
Total liabilities, end of year
$20,857
Net assets, end of year
$5,434,751
Land, buildings and equipment
$322,007
Publicly traded securities
$2,472,167
Net assets without donor restrictions
$5,195,273
Net assets with donor restrictions
$239,478
Gross receipts
$4,139,919
Employees
0
Volunteers
9
Year formed
1993
State of legal domicile
OH

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
TERRI RODRIGUEZEXECUTIVE DIRECTOR
Officer
0$0$153,894$15,476
KEN RICHMONDDIRECTOR OF FINANCE
Officer
0$0$90,937$14,013
RICHARD CHASETREASURER
Trustee or director, Officer
0.25$0$0$0
JAMES MORGANCHAIRMAN
Trustee or director, Officer
0.25$0$0$0
JUDGE JACK PUFFENBERGERVICE CHAIR
Trustee or director, Officer
0.25$0$0$0
DONOVAN GREENINGTRUSTEE
Trustee or director
0.25$0$0$0
LUANN CROYTRUSTEE
Trustee or director
0.25$0$0$0
KAY BURRELLTRUSTEE
Trustee or director
0.25$0$0$0
JULIE BEITELSCHEESTRUSTEE
Trustee or director
0.25$0$0$0
RAINA DAWSONTRUSTEE
Trustee or director
0.25$0$0$0
TASIA LANETRUSTEE
Trustee or director
0.25$0$0$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TERRI RODRIGUEZEXECUTIVE DIRECTOR
Officer
0$0$149,149$16,318
KEN RICHMONDDIRECTOR OF FINANCE
Officer
0$0$87,452$13,531
RICHARD CHASETREASURER
Trustee or director, Officer
0.25$0$0$0
WILLIAM REBERSECRETARY
Trustee or director, Officer
0.25$0$0$0
JAMES MORGANCHAIRMAN
Trustee or director, Officer
0.25$0$0$0
JUDGE JACK PUFFENBERGERVICE CHAIR
Trustee or director, Officer
0.25$0$0$0
NORMAN MERKELTRUSTEE
Trustee or director
0.25$0$0$0
DONOVAN GREENINGTRUSTEE
Trustee or director
0.25$0$0$0
LUANN CROYTRUSTEE
Trustee or director
0.25$0$0$0
KAY BURRELLTRUSTEE
Trustee or director
0.25$0$0$0
JULIE BEITELSCHEESTRUSTEE
Trustee or director
0.25$0$0$0
RAINA DAWSONTRUSTEE
Trustee or director
0.25$0$0$0

Address and contacts

Address (IRS master file)
2149 COLLINGWOOD BLVD, TOLEDO, OH 43620-1652
In care of
% JOSEF KUCKELKORN
Principal officer (990 for 2024)
TERRI RODRIGUEZ, 2149 COLLINGWOOD BLVD, TOLEDO, OH 43620
Signed the 990
TERRI RODRIGUEZ, EXECUTIVE DIRECTOR
Phone
(419) 243-9178
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

THE FOUNDATION GATHERS & GROWS THE INVESTMENTS OF LOYAL DONORS TO PROVIDE SUPPORT FOR LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO.

990 for the year ended December 31, 2024

Program accomplishments

  • THE FOUNDATION MAXIMIZES RETURNS ON AND SAFEGUARDS ASSETS HELD FOR THE LONG TERM FUNDING NEEDS OF LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO IN PURSUIT OF THEIR EXEMPT PURPOSE OF PROVIDING SOCIAL SERVICES IN THE AREAS OF MENTAL HEALTH & SUBSTANCE USE COUNSELING TO INDIVIDUALS AND FAMILIES, AS WELL AS FINANCIAL COACH AND EDUCATIONAL SERVICES IN NORTHWESTERN OHIO AND SOUTHEASTERN MICHIGAN.
    Expenses $390,949 · grants $390,949 · revenue $225,962

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-1743473
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,455,608
Income (IRS master file)
$4,139,919

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$616,475$423,063$5,455,608XML
990December 2023$477,012$244,823$5,081,060XML
990December 2022$633,851$182,929$4,520,202IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 34-1743473).

Questions about LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION

What is the EIN of LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION?
The employer identification number (EIN) of LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION is 34-1743473.
Is LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION 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 NORTHWESTERN OHIO FOUNDATION 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 NORTHWESTERN OHIO FOUNDATION 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 NORTHWESTERN OHIO FOUNDATION?
The 990 for the year ended December 31, 2024 names TERRI RODRIGUEZ.
Who are the officers and directors of LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $616,475, expenses of $423,063 and total assets of $5,455,608 at year end.

Other nonprofits in TOLEDO

All nonprofits in TOLEDO · Ohio