Nonprofit · EIN 74-1109745
LUTHERAN SOCIAL SERVICE OF THE SOUTH INC
Tax-exempt · AUSTIN, TX 78754
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $125,518,410 | $128,036,220 | -$2,517,810 | $75,785,341 | $22,444,191 | $53,341,150 |
| March 31, 2024 | 990 | $117,827,841 | $119,110,981 | -$1,283,140 | $74,014,070 | $19,617,473 | $54,396,597 |
| March 31, 2023 | 990 | $105,628,164 | $108,365,125 | -$2,736,961 | $64,191,184 | $15,736,756 | $48,454,428 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $111,847,502
- of which government grants
- $107,710,638
- Program service revenue
- $11,516,750
- Investment income
- $1,489,581
- Royalties
- $60,331
- Net rental income
- $454,065
- Net gain from sales of assets
- $135,554
- Net income from fundraising events
- -$218,728
- Other revenue
- $664,577
Expenses
- Grants and similar amounts paid
- $11,954,849
- Compensation of officers, directors and key employees
- $3,117,020
- Other salaries and wages
- $69,285,558
- Salaries, compensation and benefits (total)
- $84,611,300
- Professional fundraising fees
- $0
- Legal fees
- $362,657
- Accounting fees
- $100,177
- Occupancy
- $11,104,291
- Travel
- $3,774,082
- Depreciation
- $109,177
- Program services (functional)
- $116,175,076
- Management and general (functional)
- $10,149,578
- Fundraising (functional)
- $1,711,566
Balance sheet and other
- Total assets, start of year
- $74,014,070
- Total assets, end of year
- $75,785,341
- Total liabilities, end of year
- $22,444,191
- Net assets, end of year
- $53,341,150
- Land, buildings and equipment
- $4,883,931
- Publicly traded securities
- $31,025,055
- Net assets without donor restrictions
- $31,813,790
- Net assets with donor restrictions
- $21,527,360
- Gross receipts
- $133,081,765
- Employees
- 1,486
- Volunteers
- 386
- Year formed
- 1926
- State of legal domicile
- TX
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL LOO | CEO Officer | 40 | $501,016 | $31,010 |
| KRYSTALE BEZIO | CHIEF OPERATING OFFICER Officer | 40 | $341,959 | $6,194 |
| CAROLYN PAGANONI | CHIEF P&C OFFICER Officer | 40 | $262,574 | $6,194 |
| CHAD SEVELAND | CHIEF FINANCIAL OFFICER Officer | 40 | $242,253 | $15,191 |
| MURRAY CHANOW | SVP, PUBLIC AFFAIRS Officer | 40 | $223,036 | $15,424 |
| HOLLY RAYMOND SMITH | CHIEF COMMUNITY ENGAGEMENT OFFICER Officer | 40 | $235,239 | $112 |
| PABLO HERNANDEZ | SR EXECUTIVE DIRECTOR, ORR PROGRAMS Key employee | 40 | $192,080 | $25,756 |
| RYAN PARK | VP OF MARKETING Officer | 40 | $210,780 | $2,857 |
| ANDREW BENSCOTER | CHIEF KNOWLEDGE OFFICER Officer | 40 | $191,258 | $6,108 |
| HOWARD COX | EXECUTIVE DIRECTOR, HEAD START Key employee | 40 | $160,096 | $15,184 |
| SCOTT CREWS | VP DEVELOPMENT OPERATIONS Key employee | 40 | $168,024 | $5,955 |
| JERONIMO SAENZ | ORR ASSOCIATE EXECUTIVE DIRECTOR Key employee | 40 | $154,035 | $8,223 |
| FRANCISCO LOPEZ | SENIOR STAFF Highest-paid employee | 40 | $142,088 | $5,903 |
| ROGELIO DE LA CERDA | ORR ASSOCIATE EXECUTIVE DIRECT Highest-paid employee | 40 | $140,235 | $6,180 |
| ROXANNA GARZA | SUPERINTENDENT, HEAD START Highest-paid employee | 40 | $136,040 | $5,868 |
15 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID DEAN | DIRECTOR OF PEOPLE & CULTURE Highest-paid employee | 40 | $132,631 | $39 |
| MAYRA LOPEZ | PROGRAM DIRECTOR Highest-paid employee | 40 | $124,387 | $5,865 |
| WOOD FRANKLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY BETH GAERTNER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROXANNE RIEFKOHL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JASON PAULL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HARRISON KELLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRETT CARLETON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BILLY DYER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV ALLYSON PRYOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV LINCON GUERRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOT THOMAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VICTORIA HOMANN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BETH BRUCE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL LOO | CEO Officer | 40 | $499,474 | $30,162 |
| KRYSTALE BEZIO | CHIEF OPERATING OFFICER Officer | 40 | $281,681 | $6,026 |
| HOLLY RAYMOND | CHIEF OF COMMUNITY ENGAGEMENT Officer | 40 | $245,627 | $159 |
| CAROLYN PAGANONI | CHIEF PEOPLE & CULTURE OFFICER Officer | 40 | $226,187 | $6,026 |
| MURRAY CHANOW | SVP, PUBLIC AFFAIRS Officer | 40 | $212,345 | $13,485 |
| PABLO HERNANDEZ | SR EXECUTIVE DIRECTOR Key employee | 40 | $194,652 | $25,245 |
| RYAN PARK | VP OF MARKETING Officer | 40 | $193,799 | $5,716 |
| ANDREW BENSCOTER | CHIEF KNOWLEDGE OFFICER Officer | 40 | $171,903 | $5,956 |
| AMY BRUNO | VP ADVOCACY Key employee | 40 | $154,442 | $39 |
| JERONIMO SAENZ | ASSOCIATE EXECUTIVE DIRECTOR Highest-paid employee | 40 | $137,826 | $7,720 |
| FRANCISCO LOPEZ | SENIOR STAFF Highest-paid employee | 40 | $129,955 | $5,786 |
| CHAD SEVELAND | CHIEF FINANCIAL OFFICER Officer | 40 | $125,689 | $6,626 |
| ROGELIO DE LA CERDA | ASSOCIATE EXECUTIVE DIRECTOR Highest-paid employee | 40 | $122,486 | $5,716 |
| MICHAEL GOMEZ | SENIOR STAFF Highest-paid employee | 40 | $124,221 | $3,337 |
| PALOMA BUSTAMANTE | PROGRAM DIRECTOR Highest-paid employee | 40 | $124,637 | $39 |
| WOOD FRANKLIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY BETH GAERTNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROXANNE RIEFKOHL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JASON PAULL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HARRISON KELLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON SMITH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRETT CARLETON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BILLY DYER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV ALLYSON PRYOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV LINCON GUERRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL LOO | CEO Officer | 40 | $486,286 | $32,613 |
| KRYSTALE BEZIO | CHIEF PROGRAM OFFICER Officer | 40 | $267,132 | $6,963 |
| HOLLY RAYMOND | CFO/CHIEF COMMUNICATIONS OFFICER Officer | 40 | $233,312 | $8,472 |
| MURRAY CHANOW | SVP, STRATEGIC PROCESS Highest-paid employee | 40 | $205,937 | $15,893 |
| CAROLYN PAGANONI | SVP, ORGANIZATIONAL PEOPLE Highest-paid employee | 40 | $209,935 | $6,963 |
| PABLO HERNANDEZ | EXECUTIVE DIRECTOR, ORR Highest-paid employee | 40 | $164,326 | $27,563 |
| MARY KATHERINE MATALON | VP DEVELOPMENT OPERATIONS Highest-paid employee | 40 | $176,933 | $6,289 |
| RYAN PARK | SR DIRECTOR INNOVATION Highest-paid employee | 40 | $155,828 | $6,388 |
| ANDREW BENSCOTER | CHIEF EDUCATION OFFICER Officer | 40 | $133,323 | $6,790 |
| WOOD FRANKLIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY BETH GAERTNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROXANNE RIEFKOHL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JASON PAULL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JORDAN SCOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HARRISON KELLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON SMITH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRETT CARLETON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BILLY DYER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV ALLYSON PRYOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV EMMANUEL JACKSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV LINCON GUERRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8305 CROSS PARK DR, AUSTIN, TX 78754-5154
- In care of
- % AIMEE SANCHEZ
- Principal officer (990 for 2024)
- MICHAEL LOO, PO BOX 140767, AUSTIN, TX 78714
- Signed the 990
- CHAD SEVELAND, CFO
- Phone
- (512) 459-1000
- Website
- WWW.UPBRING.ORG
- Return prepared by
- AVENSON HAMANN CPAS LLP
Mission
OUR MISSION IS TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN, FAMILIES AND COMMUNITIES.
Program accomplishments
- OUR CHILDREN'S SERVICES INCLUDED OUR FOSTER IN TEXAS PROGRAM WHERE A FAMILY PARTNERS WITH UPBRING TO OPEN THEIR HOME AND THEIR HEARTS TO A CHILD IN NEED, PROVIDING SUPPORT FOR IMMEDIATE NEEDS SUCH AS FOOD, CLOTHING AND SHELTER. UPBRING ALSO PROVIDES LONG-TERM SUPPORT TO HELP CHILDREN BUILD STRONG BONDS WITH THEIR NEW FAMILY MEMBERS. FOSTER PARENTS ARE TRAINED IN TRAUMA-INFORMED CARE, SO THEY CAN HELP THEIR CHILDREN HEAL FROM THE CIRCUMSTANCES THAT BROUGHT THEM INTO FOSTER CARE. ADOPTIONS OCCUR NATURALLY THROUGH THE FOSTER IN TEXAS PROGRAM, AND ARE COMPLEMENTED BY DOMESTIC AND INTERNATIONAL ADOPTION SERVICES TO HELP CHILDREN FIND THEIR FOREVER FAMILIES. BEREAL SUPPORTS YOUNG ADULTS AGING OUT OF FOSTER CARE WITH HOUSING, ASSISTANCE FOR BASIC NEEDS, AND A STRATEGY FOR ACHIEVING THEIR LIFE GOALS.Expenses $9,471,691 · grants $4,215,668 · revenue $8,460,098
- RESIDENTIAL TREATMENT PROGRAMS INCLUDE LIFE-CHANGING WORK BEING DONE AT OUR NEW LIFE AND KRAUSE CHILDREN'S CENTERS THAT PROVIDE A SAFE PLACE FOR GIRLS FROM ACROSS TEXAS TO HEAL FROM CHILDHOOD TRAUMAS. UPBRING'S CHILDREN'S SHELTERS AND TRANSITIONAL FOSTER CARE PROGRAMS PROVIDE CARE AND SUPPORT FROM OUR COMPASSIONATE STAFF AND NURTURING FOSTER PARENTS UNTIL THEIR FAMILIES CAN BE LOCATED.Expenses $3,949,681 · grants $396,112 · revenue $1,730,411
- EDUCATION SERVICES INCLUDE HEADSTART AND EARLY HEADSTART PRESCHOOL PROGRAMS THAT HELP CHILDREN FROM LOW-INCOME FAMILIES PREPARE TO START KINDERGARTEN READY TO LEARN. EDUCATION SERVICES ALSO INCLUDE PROGRAMS AT UPBRING SCHOOL OF ARTS AND SCIENCES IN AUSTIN. THE SCHOOL PROVIDES EDUCATION SERVICES TO CHILDREN AGES SIX-WEEKS TO ELEMENTARY AGE, RESERVING SPACES FOR CHILDREN IN THE FOSTER CARE SYSTEM.Expenses $23,518,011 · grants $216,791 · revenue $1,915,766
- THE OFFICE OF REFUGEE RESETTLEMENT (ORR) IN TEXAS AND THROUGHOUT THE UNITED STATES HELPS NEW POPULATIONS INTEGRATE INTO AMERICAN LIFE BY CONNECTING THEM TO CRITICAL RESOURCES. UPBRING OPERATES FOUR ORR PROGRAMS IN TEXAS FOR CHILDREN WHO HAVE MIGRATED TO THE U.S. ALONE OR WITH OTHER MINORS. RATHER THAN BEING DEPORTED, CHILDREN WHO CROSS THE BORDER ALONE FROM CENTRAL AMERICA ARE TURNED OVER TO ORR, HELD IN DESIGNATED FACILITIES AND PROVIDED WITH SERVICES UNTIL THEIR FAMILY MEMBERS CAN BE LOCATED. THIS EXPERIENCE ALONE CAN BE SCARY, BUT THE STAFF AT UPBRING SHELTERS PROVIDE THE CHILDREN WITH AROUND-THE-CLOCK ATTENTION, CARING FOR THEIR PHYSICAL, EMOTIONAL AND SPIRITUAL WELL-BEING.Expenses $77,422,438 · grants $7,083,044
- COMMUNITY SERVICES ARE PROVIDED PRIMARILY IN LUBBOCK, TEXAS AND HELP THOSE IN NEED WITH EMERGENCY ASSISTANCE FOR FOOD, UTILITIES, PRESCRIPTIONS, FREE HEALTH SCREENINGS AND CONSULTATIONS.Expenses $371,532 · grants $41,480
- COMMUNITY INTEGRATION AND INNOVATION INITIATIVES: AS FAMILIES CONTINUE TO FACE THE STRESSORS OF POVERTY, DRUG ADDICTION, ISOLATION AND OTHER RISK FACTORS THAT CAN LEAD TO THE ABUSE OF CHILDREN, OUR ATTENTION AND RESOURCES WILL CONTINUE TO BE FOCUSED ON DEVELOPING A FRAMEWORK DESIGNED TO DRIVE TRANSFORMATIVE CHANGE IN BREAKING THE CYCLE OF CHILD ABUSE THROUGH: INNOVATIVE PROGRAMS, NEW PARTNERSHIPS AND AN EXPANDING NETWORK OF COMMUNITY SERVICES.Expenses $1,441,723 · grants $1,754
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1109745
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1961
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P200)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $75,785,341
- Income (IRS master file)
- $133,081,765
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $125,518,410 | $128,036,220 | $75,785,341 | XML |
| 990 | March 2024 | $117,827,841 | $119,110,981 | $74,014,070 | XML |
| 990 | March 2023 | $105,628,164 | $108,365,125 | $64,191,184 | XML |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 74-1109745).
Questions about LUTHERAN SOCIAL SERVICE OF THE SOUTH INC
- What is the EIN of LUTHERAN SOCIAL SERVICE OF THE SOUTH INC?
- The employer identification number (EIN) of LUTHERAN SOCIAL SERVICE OF THE SOUTH INC is 74-1109745.
- Is LUTHERAN SOCIAL SERVICE OF THE SOUTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Which annual return does LUTHERAN SOCIAL SERVICE OF THE SOUTH INC 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 SERVICE OF THE SOUTH INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN SOCIAL SERVICE OF THE SOUTH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of LUTHERAN SOCIAL SERVICE OF THE SOUTH INC?
- The 990 for the year ended March 31, 2025 names MICHAEL LOO.
- Who are the officers and directors of LUTHERAN SOCIAL SERVICE OF THE SOUTH INC?
- The 990 for the year ended March 31, 2025 lists 30 people; 17 received compensation from the organization, the highest $501,016 (MICHAEL LOO, CEO).
- How much revenue does LUTHERAN SOCIAL SERVICE OF THE SOUTH INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $125,518,410, expenses of $128,036,220 and total assets of $75,785,341 at year end.
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