LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST

EIN: 860252302 501(c)(3) Religion

PHOENINX, AZ

Total Revenue
$27,480,282
Total Expenses
$27,121,947
Total Assets
$8,472,033
Net Assets
$5,853,043
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Organization Details

Formation Year
1970
Legal Domicile
AZ
Principal Officer
CHRISTINE KOBASIC
Phone
4803963795
Tax Period
2024-07-01 to 2025-06-30

LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST, founded in 1970, is a mid-sized nonprofit in the Religion sector that reported $27.5M in total revenue in fiscal year 2024.

Mission

WE STABILIZE PEOPLE DURING CRISIS AND TRANSITION, BUILD A FOUNDATION WHERE PEOPLE CAN THRIVE, AND PRESERVE DIGNITY AND RESPECT FOR THE MOST VULNERABLE.

Program Service Accomplishments

Program 1
Expenses: $10,924,108 Revenue: $153,566

THE REFUGEE & IMMIGRATION SERVICES PROGRAMS HELP REFUGEES WHO HAVE FLED PERSECUTION TO REBUILD THEIR LIVES IN THE PHOENIX AND TUCSON AREAS BY PROVIDING SHORT-TERM HOUSING, EMPLOYMENT ASSISTANCE...

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THE REFUGEE & IMMIGRATION SERVICES PROGRAMS HELP REFUGEES WHO HAVE FLED PERSECUTION TO REBUILD THEIR LIVES IN THE PHOENIX AND TUCSON AREAS BY PROVIDING SHORT-TERM HOUSING, EMPLOYMENT ASSISTANCE, LANGUAGE AND SELF-SUFFICIENCY SKILLS TRAINING, CULTURAL EDUCATION, CONNECTIONS TO COMMUNITY RESOURCES, SUPPORT FOR REFUGEE CHILDREN'S EDUCATION, AND WOMEN'S EMPOWERMENT PROGRAMMING. LSS-SW SERVED 2,216 INDIVIDUALS.

Program 2
Expenses: $7,384,349 Revenue: $3,750,770

THE AGING & DISABILITY SERVICES PROGRAMS PROVIDE QUALITY, CUSTOMIZED IN-HOME SERVICES THAT ALLOW OLDER ADULTS AND PEOPLE WITH DISABILITIES TO LIVE AT HOME, MAINTAIN INDEPENDENCE AND IMPROVE THEIR...

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THE AGING & DISABILITY SERVICES PROGRAMS PROVIDE QUALITY, CUSTOMIZED IN-HOME SERVICES THAT ALLOW OLDER ADULTS AND PEOPLE WITH DISABILITIES TO LIVE AT HOME, MAINTAIN INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE. PROGRAMS ALSO INCLUDE TRAINING AND SUPPORT FOR FAMILY CAREGIVERS TO HELP THEM BUILD THEIR CONFIDENCE, STRENGTHEN SKILLS, AND REDUCE STRESS; AS WELL AS HOME DELIVERED MEALS AND SHOPPING SERVICES FOR HOMEBOUND OLDER ADULTS. LSS-SW PROVIDED 1,086 OLDER ADULTS AND PEOPLE WITH DISABILITIES IN-HOME SERVICES AND DELIVERED 68,769 MEALS.

Program 3
Expenses: $3,716,196

THE FAMILY AND COMMUNITY SERVICES PROGRAMS ARE COMPRISED OF FAMILY RESOURCE CENTERS, BASIC NEEDS PROGRAMS, AND FOSTER CARE. LSS-SW OPERATES THREE FAMILY RESOURCE CENTERS, PART OF A NETWORK OF FIRST...

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THE FAMILY AND COMMUNITY SERVICES PROGRAMS ARE COMPRISED OF FAMILY RESOURCE CENTERS, BASIC NEEDS PROGRAMS, AND FOSTER CARE. LSS-SW OPERATES THREE FAMILY RESOURCE CENTERS, PART OF A NETWORK OF FIRST THINGS FIRST CENTERS THROUGHOUT MARICOPA COUNTY, THAT ASSIST FAMILIES IN METROPOLITAN PHOENIX AND SOUTHEAST MARICOPA COUNTY. FRCS CREATE HEALTHY ENVIRONMENTS THAT SUPPORT OPTIMAL CHILD DEVELOPMENT AND REDUCE THE LIKELIHOOD OF ABUSE AND NEGLECT, THROUGH PLAY AND LEARN EVENTS, PARENTING CLASSES, CAREGIVER TRAINING, WORKFORCE DEVELOPMENT AND CONNECTION TO COMMUNITY RESOURCES. LSS-SW SERVED 1,189 CHILDREN AND 1,748 ADULTS. FOSTER CARE RECRUITS, TRAINS, LICENSES, AND SUPPORTS FOSTER FAMILIES IN CARING FOR CHILDREN AND ADULTS WHO HAVE BEEN REMOVED FROM THEIR HOMES. (CONTINUED ON SCHEDULE O)LSS-SW SUPPORTED 234 FOSTER HOMES IN CARING FOR 337 CHILDREN AND ADULTS. BASIC NEEDS PROGRAMS PROVIDE ACCESS TO FAMILIES NEEDING SUPPORT TO MEET THEIR BASIC NEEDS THROUGH FOOD PANTRIES, EMERGENCY SHELTER, AND RENTAL AND UTILITY ASSISTANCE. LSS-SW SERVED 10,061 INDIVIDUALS, PROVIDED 6,812 BED NIGHTS OF EMERGENCY SHELTER, AND DISTRIBUTED 6,386 FOOD BOXES.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,456,096
Program Service Revenue $3,904,336
Investment Income $99,684
Other Revenue $20,166
TOTAL REVENUE $27,480,282

Expense Breakdown

Grants Paid $5,035,892
Salaries & Benefits $18,022,008
Fundraising Expenses $647,038
Program Expenses $23,099,973
Other Expenses $4,064,047
TOTAL EXPENSES $27,121,947

Year-over-Year Comparison

2024 2023 Change
Revenue $27,480,282 $27,082,032 +0.0%
Expenses $27,121,947 $25,998,052 +0.0%
Net Income $358,335 $1,083,980 -0.7%
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
573
Volunteers
637

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
$395,017
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMBER MATHEWSON CHAIR 2.00
Officer Director
$0 $0 $0
WENDY LOOK VICE CHAIR 2.00
Officer Director
$0 $0 $0
JANIE MAGRUDER SECRETARY 2.00
Officer Director
$0 $0 $0
DOUG PEARSON TREASURER 2.00
Officer Director
$0 $0 $0
JACQUI PAGEL DIRECTOR 1.00
Director
$0 $0 $0
BRANISLAV VUJIC DIRECTOR 1.00
Director
$0 $0 $0
BARBARA RAPP DIRECTOR 1.00
Director
$0 $0 $0
JO RIESTER DIRECTOR 1.00
Director
$0 $0 $0
EVE BROUGHTON DIRECTOR 1.00
Director
$0 $0 $0
ROGER STUENKEL DIRECTOR 1.00
Director
$0 $0 $0
CATHERINE WHITE DIRECTOR 1.00
Director
$0 $0 $0
MARCY FLEMING DIRECTOR 1.00
Director
$0 $0 $0
RACHEL GOMEZ-ACOSTA DIRECTOR 1.00
Director
$0 $0 $0
CONNIE PHILLIPS CEO & PRESIDENT 40.00
Officer
$201,758 $15,303 $217,061
CHRISTINE KOBASIC CHIEF FINANCIAL OFFICER 40.00
Officer
$162,673 $15,283 $177,956
KAREN BAMFORD CHIEF PROGRAM OFFICER 40.00
Highest
$140,706 $5,783 $146,489
CHERYL PATTERSON DIRECTOR OF FINANCE 40.00
Highest
$115,197 $8,255 $123,452
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 $27,480,282 $27,121,947 $8,472,033 $358,335
2024 $27,082,032 $25,998,052 $10,230,790 $1,083,980
2023 $22,493,433 $21,977,045 $8,368,638 $516,388
2022 $21,954,828 $21,187,525 $7,090,998 $767,303
2021 $22,254,288 $20,015,302 $5,555,029 $2,238,986
2020 $16,789,980 $16,957,026 $4,958,595 $-167,046
2019 $16,513,533 $17,377,473 $3,181,105 $-863,940
2018 $15,931,253 $15,689,445 $3,974,852 $241,808
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