Lutheran Jamestown

Legal name: Lutheran Social Services Foundation of Upstate New York Inc

Nonprofit profile at a glance

EIN
311598005
IRS 990 coverage
2011–2025
Official website data refreshed
Jul 2026
Forms available
Form 990 2025
Location
Jamestown, NY, United States
Phone
(716) 665-4905
Rating
97
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Foundations
Affiliation
Christianity

Official website

Reported finances

Revenue
$2,287,917
Expenses
$1,774,727
Assets
$22,108,665
Liabilities
$1,713

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • JASON BECKWITH (CEO)
  • THOMAS E HOLT (FORMER PRESIDENT/CEO)

Highest reported compensation

  • THOMAS E HOLT (FORMER PRESIDENT/CEO): $313,003 total reported compensation
  • JASON BECKWITH (CEO): $312,827 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To offer care that supports an individual9s journey through life with compassion, dignity, and respect. Our Mission To offer care that supports an individual’s journey through life with compassion, dignity, and respect. Our vision for the future is to be the innovative leader and first choice for employment, living, and care. Caring for others since the 19th century. To offer care that supports an individual’s journey through life with compassion, dignity, and respect. Lutheran Jamestown has brought the spirit of human kindness and quality care to Jamestown, NY since 1886 – when our organization began as a home for orphaned children. In the ensuing decades, this focus expanded to senior care. The “Lutheran Home for the Aged” opened in...

What it reported doing in 2025

Grants used for support, renovation, and expansion of lutheran social services group, inc. And its affiliated organizations, as further disclosed on schedule i.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. No material rating questions were generated from the available inputs.

Rating breakdown

  • Financial Efficiency: 99
  • Transparency & Controls: 95
  • Accountability: 100
  • Sustainability: 81
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 97.5%; rating input score 97
  • Fundraising efficiency: $2,140.18 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 6 of 6 controls in place; rating input score 100
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 22.4%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 12.46; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 2.7%; rating input score 72; 72nd percentile among comparable filings

Growth

  • Program expense growth: 6.2% per year; rating input score 100; 43rd percentile among comparable filings
  • Revenue growth: 4% per year; rating input score 100; 29th percentile among comparable filings
  • Asset growth: 3.1% per year; rating input score 100; 23rd percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 100% of revenue deployed · 97.5% of spending went to programs
  • Governance: 5 of 5 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.7M in reported program spending
  • Leadership: top reported pay $313K · 7 people listed · 6 of 6 pay-setting controls reported
  • Consistency: 22 of 22 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 10 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.