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Nonprofit · EIN 36-3304707

LUTHERAN SERVICES IN AMERICA INCORPORATED

Tax-exempt · WASHINGTON, DC 20002

Financials

$6.3M$6M2023$8.1M$6.6M2024
Revenue Expenses · by fiscal year end
Financials of LUTHERAN SERVICES IN AMERICA INCORPORATED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$8,106,239$6,587,884$1,518,355$14,054,388$1,850,862$12,203,526
June 30, 2024990$6,253,003$5,985,399$267,604$10,300,820$1,898,150$8,402,670
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$7,231,861
Membership dues
$1,007,693
Program service revenue
$610,148
Investment income
$258,440
Royalties
$5,790
Other revenue
$5,790

Expenses

Grants and similar amounts paid
$2,015,064
Compensation of officers, directors and key employees
$687,783
Other salaries and wages
$1,341,085
Salaries, compensation and benefits (total)
$2,342,535
Professional fundraising fees
$0
Legal fees
$18,302
Accounting fees
$185,822
Occupancy
$140,976
Travel
$142,837
Depreciation
$2,657
Program services (functional)
$5,322,729
Management and general (functional)
$1,017,859
Fundraising (functional)
$247,296

Balance sheet and other

Total assets, start of year
$10,300,820
Total assets, end of year
$14,054,388
Total liabilities, end of year
$1,850,862
Net assets, end of year
$12,203,526
Land, buildings and equipment
$479,609
Publicly traded securities
$3,030,906
Net assets without donor restrictions
$5,702,587
Net assets with donor restrictions
$6,500,939
Gross receipts
$8,106,239
Employees
18
Volunteers
18
Year formed
1984
State of legal domicile
MD

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.

NameTitleHours / weekCompensationOther / benefits
ALESIA FRERICHSPRESIDENT AND CEO
Officer
40$235,720$23,273
DEBORAH HOESLYVP DEVELOPMENT
Key employee
40$188,424$6,322
SUZANNE PECHILIO-POLISV.P. PUBLIC RELATIONS & GOVERNMENT AFFAIRS
Key employee
40$163,541$18,186
KENT MITCHELLVICE PRESIDENT OF STRATEGY & INNOVATION
Highest-paid employee
40$151,399$13,509
SUSAN NEWTONSENIOR DIRECTOR OF STRATEGIC INITIATIVES
Highest-paid employee
40$136,979$18,761
MS COLLEEN FRANKENFIELDDIRECTOR, CHAIR
Trustee or director, Officer
2$0$0
MR ERIC GURLEYDIRECTOR, VICE CHAIR
Trustee or director, Officer
1$0$0
MR BILL ANDREWSDIRECTOR, TREASURER
Trustee or director, Officer
1.5$0$0
DR KRISTEN GAYDIRECTOR, SECRETARY
Trustee or director, Officer
1$0$0
MS REGINA BIDDINGS-MURODIRECTOR
Trustee or director
1$0$0
MR DAVID DUEADIRECTOR
Trustee or director
1$0$0
MS JANE ISAACS LOWEDIRECTOR
Trustee or director
1$0$0
REV BARBARA LUNDDIRECTOR
Trustee or director
1$0$0
REV MICHAEL MEYERDIRECTOR
Trustee or director
1$0$0
DR ANTONIO OFTELIEDIRECTOR
Trustee or director
1$0$0
6 more people on this return
NameTitleHours / weekCompensation
MS PAULA PHILLIPPEDIRECTOR
Trustee or director
1$0
REV KEVIN D ROBSONDIRECTOR
Trustee or director
1$0
MS ELIZABETH SULLIVANDIRECTOR
Trustee or director
1$0
REV JEFFREY THIEMANNDIRECTOR
Trustee or director
1$0
MR DAVID TROSTDIRECTOR
Trustee or director
2$0
JOANN THEYSCFO
Officer
8.3$0
990 for the year ended June 30, 2024: 23 people
NameTitleHours / weekCompensationOther / benefits
ALESIA FRERICHSPRESIDENT AND CEO
Officer
40$242,750$21,982
DEBORAH HOESLYVP DEVELOPMENT
Key employee
40$183,962$6,162
SUSAN NEWTONSENIOR DIRECTOR OF STRATEGIC INITIATIVES
Highest-paid employee
40$131,463$16,699
KENT MITCHELLVICE PRESIDENT OF STRATEGY & INNOVATION
Highest-paid employee
40$123,500$10,398
BOLA SODEINDEBUSINESS OPERATIONS MANAGER
Highest-paid employee
40$108,680$11,842
RENADA JOHNSONSR DIRECTOR OF CHILDREN, YOUTH & FAMILY INITIATIVE
Highest-paid employee
40$108,606$10,776
STANLEY BERMANCFO (THRU 11/2023)
Officer
8.45$44,000$0
JOANN THEYSCFO (AS OF 10/2023)
Officer
8.3$27,200$0
MS COLLEEN FRANKENFIELDDIRECTOR, CHAIR
Trustee or director, Officer
2$0$0
MR ERIC GURLEYDIRECTOR, VICE CHAIR
Trustee or director, Officer
1$0$0
DR KRISTEN GAYDIRECTOR, SECRETARY
Trustee or director, Officer
1$0$0
MR BILL ANDREWSDIRECTOR, TREASURER
Trustee or director, Officer
1.5$0$0
MS JANE ISAACS LOWEDIRECTOR
Trustee or director
1$0$0
MR DAVID DUEADIRECTOR (THRU 06/2024)
Trustee or director
1$0$0
MR DARRELL R GORDONDIRECTOR (THRU 03/2024)
Trustee or director
1$0$0
REV BARBARA LUNDDIRECTOR
Trustee or director
1$0$0
DR ANTONIO OFTELIEDIRECTOR
Trustee or director
1$0$0
MS PAULA PHILLIPPEDIRECTOR
Trustee or director
1$0$0
REV KEVIN D ROBSONDIRECTOR
Trustee or director
1$0$0
REV JEFFREY THIEMANNDIRECTOR
Trustee or director
1$0$0
MR DAVID TROSTDIRECTOR
Trustee or director
2$0$0
REV MICHAEL MEYERDIRECTOR
Trustee or director
1$0$0
MS ELIZABETH SULLIVANDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
100 MARYLAND AVE NE STE 500, WASHINGTON, DC 20002-0656
Principal officer (990 for 2024)
ALESIA FRERICHS, 100 MARYLAND AVENUE NE 500, WASHINGTON, DC 20002
Signed the 990
JOANN THEYS, CHIEF FINANCIAL OFFICER
Phone
(800) 664-3848
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

LUTHERAN SERVICES IN AMERICA MISSION: CULTIVATE CARING COMMUNITIES THAT ADVANCE HEALTH AND OPPORTUNITY FOR ALL BY BUILDING VALUABLE CONNECTIONS, AMPLIFYING OUR VOICES AND EMPOWERING OUR MEMBERS IN THEIR MISSION TO ANSWER GOD'S CALL TO LOVE AND SERVE OUR NEIGHBOR.

990 for the year ended June 30, 2025

Program accomplishments

  • CREATING MEMBER SOLUTIONSLUTHERAN SERVICES IN AMERICA CULTIVATES CARING COMMUNITIES THAT ADVANCE HEALTH AND OPPORTUNITY FOR ALL. WE CONVENE OUR SOCIAL SECTOR LEADERS AND ENGAGE PARTNERS IN PROGRAMS THAT CATALYZE INNOVATION AND SUSTAIN AND EXPAND COMMUNITY IMPACT BY:-CREATING LEARNING COLLABORATIVES TO BRING TOGETHER SOCIAL SECTOR LEADERS WITH SHARED CHALLENGES AND OPPORTUNITIES TO CRAFT INNOVATIVE SOLUTIONS THAT IMPROVE OUTCOMES FOR CHILDREN, YOUTH AND FAMILIES; PEOPLE WITH DISABILITIES; OLDER ADULTS AND OTHERS.(CONTINUED ON SCHEDULE O)-ESTABLISHING NATIONAL PARTNERSHIPS TO BRING RESOURCES AND EXPERTISE TO TACKLE MANY OF THE BIGGEST HEALTH AND HUMAN SERVICES CHALLENGES PEOPLE FACE TODAY FROM HELPING CHILDREN AND YOUTH GROW UP TO BE HEALTHY, SUPPORTING LOW-INCOME AND UNDERSERVED ADULTS TO AGE IN THEIR HOMES AND COMMUNITIES WITH DIGNITY, RESPECT AND INDEPENDENCE AND CREATING PATHWAYS TO SUPPORT AND EMPLOYMENT FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. -CREATING OPPORTUNITIES FOR PEER-TO-PEER AND NETWORK LEARNING INCLUDING CONFERENCES, VIRTUAL SEMINARS, WEBINARS AND GROUP PROJECTS ON PRESSING ISSUES.-STRENGTHENING, INFORMING AND EXPANDING FAITH-BASED CONNECTIONS NATIONWIDE.IMPACT:WE GROW NEW CAPABILITIES, DEVELOP SYNERGIES, AND PROVIDE FUNDING, SERVICE, GUIDANCE AND VALUABLE STRATEGIC PARTNERSHIP OPPORTUNITIES GEARED TOWARD IMPROVING THE LIVES OF THE ONE IN 50 PEOPLE IN AMERICA OUR NETWORK SERVES EACH YEAR. LUTHERAN SERVICES IN AMERICA PROGRAMS FOCUS ON ENSURING ALL CHILDREN IN THE U.S. LIVE IN SAFE, STABLE AND PERMANENT FAMILY HOMES. PROGRAMS ALSO EMPHASIZE IMPROVING THE HEALTH AND QUALITY OF LIFE FOR LOW- INCOME AND UNDERSERVED OLDER ADULTS IN RURAL COMMUNITIES AND AFFORDABLE HOUSING. THIS WORK ADDRESSES GAPS IN SERVICES FOR THE GROWING NUMBER OF OLDER ADULTS BATTLING CHRONIC ILLNESS AND VARIOUS SOCIAL FACTORS THAT IMPACT THEIR HEALTH AND ABILITY TO AGE INDEPENDENTLY WITH DIGNITY AND RESPECT IN THEIR COMMUNITIES.
    Expenses $4,357,727 · grants $2,015,064 · revenue $268,577
  • RAISING VISIBILITY FOR LUTHERAN SOCIAL MINISTRYLUTHERAN SERVICES IN AMERICA IS A NETWORK OF 300 HEALTH AND HUMAN SERVICE NONPROFITS, THAT EACH YEAR COLLECTIVELY SERVE ONE IN 50 PEOPLE ACROSS 1,400 COMMUNITIES IN THE UNITED STATES. BY TELLING A CLEAR AND COMPELLING STORY THROUGH A UNIFIED VOICE, WE RAISE THE PROFILE OF OUR NETWORK'S MISSION AND IMPACT. OUR EFFORTS INCLUDE:-SECURING AND CAPITALIZING ON PRINT, DIGITAL AND BROADCAST PRESS COVERAGE TO GROW THE VISIBILITY OF LUTHERAN SERVICES IN AMERICA NETWORK'S PROGRESS AND ACHIEVEMENTS.-CONSISTENTLY REFINING AND REFRESHING OUR PUBLIC-FACING MESSAGING AND OUTREACH STRATEGY TO BEST MEET THE PRIORITIES AND NEWS OF THE DAY.-PROACTIVELY CONNECTING OUR STORIES AND COMMUNICATION RESOURCES WITH NATIONAL AND REGIONAL ALLIES, STRATEGIC PARTNERS, AND BEING RECOGNIZED FOR OUR INNOVATIVE INITIATIVES IN RELEVANT DIGITAL NEWS OUTLETS, MAGAZINES, NEWSPAPERS, AND PROMINENT NATIONAL INDUSTRY PUBLICATIONS.
    Expenses $384,869
  • LEADERSHIP DEVELOPMENT AND CONVENINGSLUTHERAN SERVICES IN AMERICA UNITES ONE OF THE LARGEST AND MOST BROAD-BASED NETWORKS OF HEALTH AND HUMAN SERVICES PROVIDERS IN THE UNITED STATES. BY BRINGING SOCIAL SECTOR LEADERS TOGETHER AND WORKING COLLECTIVELY THROUGH EVENTS, PARTNERSHIPS AND INNOVATIVE PROGRAMS WE GROW OUR NETWORK LEADERS' INDIVIDUAL AND COLLECTIVE CAPACITY TO LEAD AND EFFECT CHANGE. EXAMPLES INCLUDE:-CEO SUMMIT: AN INTENSIVE THREE-DAY FORUM FOR CHIEF EXECUTIVE OFFICERS VIEWED AS THE INDUSTRY'S LEADING VOICES.(CONTINUED ON SCHEDULE O)-STRENGTH & SERVICE SERIES: AN ONGOING, INTERACTIVE, VIRTUAL GATHERING OF THE BEST MINDS IN OUR INDUSTRY, FOCUSED ON EXAMINING AND TACKLING THE CHALLENGES AND UNCERTAINTIES FACING COMMUNITIES ACROSS THE COUNTRY. -MISSION LEADERS: ONGOING COLLABORATIVE MEETINGS AND INFORMATION EXCHANGES FOCUSED ON ASSISTING MINISTRY LEADERS AND CLERGY WITHIN THE LUTHERAN SERVICES IN AMERICA NETWORK.-LUTHERAN SERVICES IN AMERICA DISABILITY NETWORK: A COLLABORATIVE OF MEMBER ORGANIZATIONS THAT COME TOGETHER TO IMPROVE THE QUALITY OF LIFE AND PROVIDE GREATER INDEPENDENCE FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.IMPACT:LUTHERAN SERVICES IN AMERICA CREATES VALUE FOR OUR NATIONAL NETWORK THROUGH EVENTS, CONFERENCES AND OTHER CONVENINGS, BOTH IN PERSON AND VIRTUALLY. WE ALSO FORM STRATEGIC PARTNERSHIPS AND KEY COLLABORATIONS WITH FOUNDATIONS, IN ACADEMIA AND WITH OTHER STAKEHOLDERS THAT COLLECTIVELY REACH NUMEROUS POPULATIONS AND COMMUNITIES. IN DOING SO, WE GROW THE CAPACITY OF OUR NETWORK'S MEMBER ORGANIZATIONS TO LEAD AND EFFECT CHANGE; CREATE DYNAMIC FORUMS FOR SHARING BEST PRACTICES; IDENTIFY SOLUTIONS TO DRIVE SUSTAINABILITY AND PERFORMANCE; FOSTER INNOVATION AND PROGRESS; AND PROVIDE THE FRAMEWORK FOR ACHIEVING EVEN GREATER POSITIVE IMPACT FOR THE MILLIONS OF PEOPLE OUR NETWORK SERVES.
    Expenses $321,709 · revenue $341,571
  • ADVOCACY AND PUBLIC POLICY:BY HARNESSING THE TRUST AND INFLUENCE THAT ARE HALLMARKS OF OUR NATIONAL NETWORK, LUTHERAN SERVICES IN AMERICA AMPLIFIES OUR UNIFIED, FAITH-BASED VOICE TO ADVANCE SOLUTIONS-ORIENTED APPROACHES FOR PEOPLE AND COMMUNITIES IN THE U.S. WE ARE VIEWED AS A TRUSTED RESOURCE BY LEGISLATORS, AGENCY OFFICIALS AND THEIR TEAMS, AND AS A CRITICAL PARTNER WITH ALL LEVELS OF GOVERNMENT, HEALTH SYSTEMS AND REGULATORY DECISION MAKERS AS EVIDENCED BY OUR SUCCESSFUL AND CONTINUING EFFORTS IN MOBILIZING OUR NATIONAL NETWORK TO ACHIEVE DIRELY NEEDED EMERGENCY RELIEF FUNDING AND RESOURCES DURING THE PANDEMIC. (CONTINUED ON SCHEDULE O)WE WORK TO SHAPE AND PROMOTE LEGISLATION TIED TO OUR MEMBERS' PRIORITY ISSUES. WE ARE STRICTLY NONPARTISAN AND WORK THROUGH OUR ACTIVE ADVOCACY EFFORTS TO ENSURE ALL PEOPLE LIVE WITH DIGNITY, RESPECT AND INDEPENDENCE.
    Expenses $258,424

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
36-3304707
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X20)
Assets (IRS master file)
$14,054,388
Income (IRS master file)
$8,106,239

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$8,106,239$6,587,884$14,054,388XML
990June 2024$6,253,003$5,985,399$10,300,820XML
990June 2023$5,502,720$6,348,900$8,731,547IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––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 36-3304707).

Questions about LUTHERAN SERVICES IN AMERICA INCORPORATED

What is the EIN of LUTHERAN SERVICES IN AMERICA INCORPORATED?
The employer identification number (EIN) of LUTHERAN SERVICES IN AMERICA INCORPORATED is 36-3304707.
Is LUTHERAN SERVICES IN AMERICA INCORPORATED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to LUTHERAN SERVICES IN AMERICA INCORPORATED tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LUTHERAN SERVICES IN AMERICA INCORPORATED 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 SERVICES IN AMERICA INCORPORATED 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 SERVICES IN AMERICA INCORPORATED 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 SERVICES IN AMERICA INCORPORATED?
The 990 for the year ended June 30, 2025 names ALESIA FRERICHS.
Who are the officers and directors of LUTHERAN SERVICES IN AMERICA INCORPORATED?
The 990 for the year ended June 30, 2025 lists 21 people; 5 received compensation from the organization, the highest $235,720 (ALESIA FRERICHS, PRESIDENT AND CEO).
How much revenue does LUTHERAN SERVICES IN AMERICA INCORPORATED have?
On its 990 for the year ended June 30, 2025 it reported revenue of $8,106,239, expenses of $6,587,884 and total assets of $14,054,388 at year end.

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