Lutheran Jamestown
Legal name: Lutheran Social Services Group Inc
Nonprofit profile at a glance
- EIN
- 161548940
- IRS 990 coverage
- 2011–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2025
- Location
- Jamestown, NY, USA
- Phone
- (716) 665-4905
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
- Affiliation
- Christianity
Reported finances
- Revenue
- $1,596,787
- Expenses
- $1,326,442
- Assets
- $2,492,706
- Liabilities
- $1,025,892
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
16 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
- ERICKA GARCIA (DIRECTOR - GA): $109,836 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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 1930, followed by one expansion after another – independent housing, tech-savvy apartments, the...
What it reported doing in 2025
Lutheran social services group, inc (lss) provides administrative support services, including finance, human resources, and management information systems for its 501(c)3 subsidiaries. Lss also provides strategic planning services and provides payroll services for the organization and its subsidiaries.
Operating model
- Revenue model
- Earned-program. 64% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 77% for direct work, and 23% for grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 100
- Accountability: 100
- Sustainability: 53
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 83.3%; rating input score 83
- Program expense ratio: 100%; rating input score 100
- Fundraising efficiency: Limited
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; 78th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th 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: 16.9%; rating input score 68; 68th percentile among comparable filings
- Total-asset coverage ratio: 1.88; rating input score 63; 63rd percentile among comparable filings
- Liabilities to assets ratio: 0.41; rating input score 15; 15th percentile among comparable filings
- Officer compensation ratio: 47.6%; rating input score 2; 2nd percentile among comparable filings
Growth
- Program expense growth: -4.1% per year; rating input score 0; 8th percentile among comparable filings
- Revenue growth: -1.6% per year; rating input score 0; 8th percentile among comparable filings
- Asset growth: 3.1% per year; rating input score 100; 27th percentile among comparable filings
Details
- What they do: 1 operating location identified
- Where the money goes: 83.3% of revenue deployed · 100% of spending went to programs
- Governance: 13 of 13 board members independent · 8 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $1.3M in reported program spending
- Leadership: top reported pay $313K · 16 people listed · 6 of 6 pay-setting controls reported
- Highest-paid contractors: 2 contractors listed · $407K reported
- Consistency: 31 of 31 current checks pass
- Schedules: 6 filed schedules · includes grants and executive pay
- Filing history: 15 filing years from 2011 to 2025
- Contacts: How to reach this organization
- Money network: 6 filed money-flow records
- Related organizations: 7 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 2/100.
- High — Sustainability: Liabilities to assets ratio scored 15/100.