LUTHERAN SERVICES IN AMERICA INCORPORATED

EIN: 363304707 501(c)(3) Religion

WASHINGTON, DC

Total Revenue
$8,106,239
Total Expenses
$6,587,884
Total Assets
$14,054,388
Net Assets
$12,203,526
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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
MD
Principal Officer
ALESIA FRERICHS
Phone
8006643848
Tax Period
2024-07-01 to 2025-06-30

LUTHERAN SERVICES IN AMERICA INCORPORATED, founded in 1984, is a community nonprofit in the Religion sector that reported $8.1M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 19% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $4,357,727 Revenue: $268,577

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...

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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.

Program 2
Expenses: $384,869 Revenue: $0

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...

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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.

Program 3
Expenses: $321,709 Revenue: $341,571

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,231,861
Program Service Revenue $610,148
Investment Income $258,440
Other Revenue $5,790
TOTAL REVENUE $8,106,239

Expense Breakdown

Grants Paid $2,015,064
Salaries & Benefits $2,342,535
Fundraising Expenses $247,296
Program Expenses $5,322,729
Other Expenses $2,230,285
TOTAL EXPENSES $6,587,884

Year-over-Year Comparison

2024 2023 Change
Revenue $8,106,239 $6,253,003 +0.3%
Expenses $6,587,884 $5,985,399 +0.1%
Net Income $1,518,355 $267,604 +4.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
18
Volunteers
18

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$258,993
Total Directors
15
$0
Key Employees
2
$376,473
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MS COLLEEN FRANKENFIELD DIRECTOR, CHAIR 2.00
Officer Director
$0 $0 $0
MR ERIC GURLEY DIRECTOR, VICE CHAIR 1.00
Officer Director
$0 $0 $0
MR BILL ANDREWS DIRECTOR, TREASURER 1.50
Officer Director
$0 $0 $0
DR KRISTEN GAY DIRECTOR, SECRETARY 1.00
Officer Director
$0 $0 $0
MS REGINA BIDDINGS-MURO DIRECTOR 1.00
Director
$0 $0 $0
MR DAVID DUEA DIRECTOR 1.00
Director
$0 $0 $0
MS JANE ISAACS LOWE DIRECTOR 1.00
Director
$0 $0 $0
REV BARBARA LUND DIRECTOR 1.00
Director
$0 $0 $0
REV MICHAEL MEYER DIRECTOR 1.00
Director
$0 $0 $0
DR ANTONIO OFTELIE DIRECTOR 1.00
Director
$0 $0 $0
MS PAULA PHILLIPPE DIRECTOR 1.00
Director
$0 $0 $0
REV KEVIN D ROBSON DIRECTOR 1.00
Director
$0 $0 $0
MS ELIZABETH SULLIVAN DIRECTOR 1.00
Director
$0 $0 $0
REV JEFFREY THIEMANN DIRECTOR 1.00
Director
$0 $0 $0
MR DAVID TROST DIRECTOR 2.00
Director
$0 $0 $0
ALESIA FRERICHS PRESIDENT AND CEO 40.00
Officer
$235,720 $23,273 $258,993
JOANN THEYS CFO 8.30
Officer
$0 $0 $0
DEBORAH HOESLY VP DEVELOPMENT 40.00
Key Emp
$188,424 $6,322 $194,746
SUZANNE PECHILIO-POLIS V.P. PUBLIC RELATIONS & GOVERNMENT AFFAIRS 40.00
Key Emp
$163,541 $18,186 $181,727
KENT MITCHELL VICE PRESIDENT OF STRATEGY & INNOVATION 40.00
Highest
$151,399 $13,509 $164,908
SUSAN NEWTON SENIOR DIRECTOR OF STRATEGIC INITIATIVES 40.00
Highest
$136,979 $18,761 $155,740
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $8,106,239 $6,587,884 $14,054,388 $1,518,355
2024 $6,253,003 $5,985,399 $10,300,820 $267,604
2023 $5,502,720 $6,348,900 $8,731,547 $-846,180
2022 $6,431,883 $4,511,422 $9,473,369 $1,920,461
2021 $8,750,376 $4,320,137 $7,854,905 $4,430,239
2020 $4,259,871 $3,607,441 $4,243,744 $652,430
2019 $4,061,738 $4,038,283 $3,675,918 $23,455
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