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Lutheran Social Services Foundation Of Upstate New York Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.91M (2022)

Expenses
$1.56M (2022)

Total Assets
$18.8M (2022)

Total Liabilities
$7.97k (2022)

Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,910,683
Expenses
$1,559,445
Net Income
$351,238
Net Assets
$18,790,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,829,738
95.8%
Program Services $0
Investment Income $121,938
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$23,748
Sales of Assets -$17,245
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $67,624
4.3%
Assets/Debt
Total Assets $18,798,032
Total Liabilities $7,974
Net Assets $18,790,058
Compensation
Key Employees and Officers Compensation Related Other
Harold Brunacini (Chair) $0 $0 $0
John Griffith (Director) $0 $0 $0
Cynthia Lind Hanson (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
Terry Havens Turner (Director) $0 $0 $0
Joel Gaden (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $436,132 $15,380
Jason Beckwith (Cfo) $0 $285,238 $13,135

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,778,827
Expenses
$718,309
Net Income
$3,060,518
Net Assets
$22,343,404
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,764,311
46.7%
Program Services $0
Investment Income $227,596
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,786,920
47.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $96,269
13.4%
Assets/Debt
Total Assets $22,346,687
Total Liabilities $3,283
Net Assets $22,343,404
Compensation
Key Employees and Officers Compensation Related Other
Joel Gaden (Chair) $0 $0 $0
Jon Castle (Director) $0 $0 $0
John Griffith (Director) $0 $0 $0
Cynthia Lind Hanson (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
Terry Havens Turner (Director) $0 $0 $0
Harold Brunacini (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $446,517 $14,630
Jason Beckwith (Cfo) $0 $280,413 $12,954

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,277,434
Expenses
$1,055,589
Net Income
$221,845
Net Assets
$19,103,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $871,789
68.2%
Program Services $0
Investment Income $138,530
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $267,115
20.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $108,797
10.3%
Assets/Debt
Total Assets $19,129,227
Total Liabilities $26,116
Net Assets $19,103,111
Compensation
Key Employees and Officers Compensation Related Other
Joel Gaden (Chair) $0 $0 $0
Jon Castle (Director) $0 $0 $0
John Griffith (Director) $0 $0 $0
Cynthia Lind Hanson (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
Terry Havens Turner (Director) $0 $0 $0
Harold Brunacini (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $432,078 $14,380
Jason Beckwith (Cfo) $0 $265,066 $12,411

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,697,965
Expenses
$1,217,276
Net Income
$480,689
Net Assets
$17,279,281
Notable Sources of Revenue Percent of Total Revenue
Contributions $516,315
30.4%
Program Services $0
Investment Income $332,615
19.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$20,522
Sales of Assets $869,557
51.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $99,125
8.1%
Assets/Debt
Total Assets $17,285,652
Total Liabilities $6,371
Net Assets $17,279,281
Compensation
Key Employees and Officers Compensation Related Other
Joel Gaden (Chair) $0 $0 $0
Jon Castle (Director) $0 $0 $0
John Griffith (Director) $0 $0 $0
Cynthia Lind Hanson (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
Terry Havens Turner (Director) $0 $0 $0
Harold Brunacini (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $433,534 $14,130
Jason Beckwith (Cfo) $0 $244,410 $11,253

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,381,020
Expenses
$1,060,158
Net Income
$1,320,862
Net Assets
$15,295,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $580,624
24.4%
Program Services $0
Investment Income $360,944
15.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$25,242
Sales of Assets $1,464,694
61.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $96,541
9.1%
Assets/Debt
Total Assets $15,302,639
Total Liabilities $6,888
Net Assets $15,295,751
Compensation
Key Employees and Officers Compensation Related Other
Joel Gaden (Chair) $0 $0 $0
Jon Castle (Director) $0 $0 $0
John Griffith (Director) $0 $0 $0
Cynthia Lind Hanson (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
Terry Havens Turner (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $420,784 $13,880
Jason Beckwith (Cfo) $0 $236,974 $11,988

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,829,498
Expenses
$1,416,042
Net Income
$413,456
Net Assets
$16,723,891
Notable Sources of Revenue Percent of Total Revenue
Contributions $513,793
28.1%
Program Services $0
Investment Income $186,811
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$19,023
Sales of Assets $1,147,917
62.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $50,844
3.6%
Assets/Debt
Total Assets $16,729,827
Total Liabilities $5,936
Net Assets $16,723,891
Compensation
Key Employees and Officers Compensation Related Other
Terry Havens Turner (Chair) $0 $0 $0
Gordon Black (Director) $0 $0 $0
Jon Castle (Director) $0 $0 $0
Joel Gaden (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
John Griffith (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $398,186 $13,630
Jason Beckwith (Cfo) $0 $218,240 $18,798

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$470,658
Expenses
$966,849
Net Income
-$496,191
Net Assets
$15,636,721
Notable Sources of Revenue Percent of Total Revenue
Contributions $489,642
> 100%
Program Services $0
Investment Income $149,617
31.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$20,592
Sales of Assets -$148,009
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $31,633
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,637,172
Total Liabilities $451
Net Assets $15,636,721
Compensation
Key Employees and Officers Compensation Related Other
Terry Havens Turner (Chair) $0 $0 $0
Gordon Black (Director) $0 $0 $0
Jon Castle (Director) $0 $0 $0
Joel Gaden (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
John Griffith (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $390,744 $13,304
Jason Beckwith (Cfo) $0 $198,341 $17,743

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,276,557
Expenses
$797,431
Net Income
$479,126
Net Assets
$15,504,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $499,099
39.1%
Program Services $0
Investment Income $133,914
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$16,055
Sales of Assets $659,599
51.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,438
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,505,046
Total Liabilities $760
Net Assets $15,504,286
Compensation
Key Employees and Officers Compensation Related Other
Terry Havens Turner (Chair) $0 $0 $0
Gordon Black (Director) $0 $0 $0
Jon Castle (Director) $0 $0 $0
Joel Gaden (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
John Griffith (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $396,055 $13,322
Jason Beckwith (Cfo) $0 $204,437 $17,983

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,378,054
Expenses
$1,235,813
Net Income
$1,142,241
Net Assets
$16,351,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $722,330
30.4%
Program Services $0
Investment Income $177,893
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$20,742
Sales of Assets $1,498,573
63.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,614
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,354,239
Total Liabilities $3,134
Net Assets $16,351,105
Compensation
Key Employees and Officers Compensation Related Other
Terry Havens Turner (Chair) $0 $0 $0
Gordon Black (Director) $0 $0 $0
Jon Castle (Director) $0 $0 $0
Joel Gaden (Director) $0 $0 $0
Matthew Moore (Director) $0 $0 $0
John Griffith (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $377,460 $13,071
Jason Beckwith (Cfo) $0 $190,869 $17,041

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,223,201
Expenses
$1,448,335
Net Income
-$225,134
Net Assets
$16,138,977
Notable Sources of Revenue Percent of Total Revenue
Contributions $463,485
37.9%
Program Services $0
Investment Income $203,859
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$19,490
Sales of Assets $575,347
47.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,104
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,139,480
Total Liabilities $503
Net Assets $16,138,977
Compensation
Key Employees and Officers Compensation Related Other
Terry Havens Turner (Chair) $0 $0 $0
Gordon Black (Director) $0 $0 $0
Jon Castle (Director) $0 $0 $0
Joel Gaden (Director) $0 $0 $0
Krista Peterson (Director) $0 $0 $0
Thomas E Holt (President/Ceo) $0 $318,841 $13,054
Jason Beckwith (Cfo) $0 $153,429 $20,811

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$928,556
Expenses
$1,155,052
Net Income
-$226,496
Net Assets
$14,907,499
Notable Sources of Revenue Percent of Total Revenue
Contributions $485,764
52.3%
Program Services $0
Investment Income $68,349
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$11,786
Sales of Assets $386,229
41.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $23,990
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,907,943
Total Liabilities $444
Net Assets $14,907,499

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,928,552
Expenses
$1,524,932
Net Income
$403,620
Net Assets
$12,584,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,049,903
54.4%
Program Services $0
Investment Income $230,338
11.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $648,311
33.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,929
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,592,802
Total Liabilities $7,912
Net Assets $12,584,890

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,501,681
Expenses
$956,200
Net Income
$1,545,481
Net Assets
$13,453,903
Notable Sources of Revenue Percent of Total Revenue
Contributions $806,645
32.2%
Program Services $0
Investment Income $300,612
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,394,424
55.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,488
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,483,400
Total Liabilities $29,497
Net Assets $13,453,903

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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