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Governance Register
US nonprofit · EIN 390816846 · West Allis, WIiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 390816846) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Lutheran Social Services of Wisconsin and Upper Michigan's network

18 people6 organisationsi18 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (18). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

18 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 18 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Annette Adams ChairCompensation Chair2022
4 yrs
Dean Gruner ChairGovernance Chair2019
7 yrs
Jose Olivieri ChairChair2018
8 yrs
Andy WillmsDirector2023
3 yrs
Becky GocheDirector2020
6 yrs
Bill KesslerDirector2019
7 yrs
Eric LorenzFirst Vice Chair2020
6 yrs
Franklin CumberbatchCompany secretary2018
8 yrs
Joel TreffertDirector2022
4 yrs
Katie BaardsethSecond Vice Chair2018
8 yrs
Katie KawczynskiDirector2022
4 yrs
Laurie Skow-AndersonDirector2022
4 yrs
Lisa CieslakDirector2020
6 yrs
Melanie VarinDirector2020
6 yrs
Michael LoseneggerTreasurer2018
8 yrs
Mike GrothDirector2020
6 yrs
Oralee SchockDirector2022
4 yrs
Richard PieperDirector2019
7 yrs
Under 5 years5 to 6 years6 years or moreShow all 18 →

Officers and senior leadership

20 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
David Minden PH DClinical Supervisor2019
Dennis HansonVP/Gm - Residentialsince 2019
Francie L StoneClinical Director2019
Hector ColonPresident & CEOsince 2018
Jacqueline HarcourtVP Fundraisingsince 2020
James W FisherExecutive Director It & Quality Services2018
Jill A ChaffeeVP/Gm- Community Based Servicessince 2018
Joseph M ArzbeckerCOOsince 2018
Judi HeckDirector of Financial Operations2023
Keri A DebruinChief Human Capital Officesince 2018
Mara DuckensChief Advancement Officer2023
Michelle NaplesChief Integration Officersince 2018
Phillip OrtmanDirector of Itsince 2020
Rachel KesslerDirector of Accountingsince 2020
Randy J OleszakCFOsince 2018
Ronald A HauserLine of Service VP2018
Sarah K HotchkissRegional Director2019
Sharon HudyDirector of Communications2023
Susan M DowdHuman Capital Directorsince 2022
Tara TreglowneVP Program Servicessince 2020

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Hector ColonPresident & CEO39$510k$41k
Joseph M ArzbeckerCOO39$323k$27k
Randy J OleszakCFO39$317k$26k
Michelle NaplesChief Integration Officer40$267k$4k
Mara DuckensChief Advancement Officer40$232k$4k
Jill A ChaffeeVP/Gm- Community Based Ser40$201k$4k
Dennis HansonVP/Gm - Residential39$175k$14k
Tara TreglowneVP Program Services40$170k$22k
Rachel KesslerDirector of Accounting40$144k$13k
Phil OrtmanDirector of It40$138k$4k
Susan M DowdHuman Capital Director40$132k$36k
Judi HeckDirector of Financial Oper40$117k$23k
Sharon HudyDirector of Communications40$109k$36k
Luis ArroyoDirector2$0
Allen CooperDirector2$0
Franklin CumberbatchSecretary2$0
Bill DavisDirector2$0
Keri de BruinCompensation Chair2$0
Anne Edison-AlbrightDirector2$0
Mike GrothTreasurer2$0
Dean GrunerGovernance Chair2$0
Katie KawczynskiResource Development Chair2$0
Matt KirchnerDirector2$0
Bill KnappDirector2$0
Eric LorenzChair2$0
Sue MerkatorisDirector2$0
Richard PieperDirector2$0
David RemstadDirector2$0
Oralee SchockDirector2$0
Joel TreffertVice Chair2$0
Michael SheppardDirector2$0
Melanie VarinDirector2$0

About

Legal name
Lutheran Social Services of Wisconsin and Upper Michigan
EIN
390816846
Address
6737 W Washington St Suite 227, West Allis, WI, 53214-5647
State
Wisconsin
Mission
Act compassionately. Serve humbly. Lead courageously. (as filed on the Form 990)
Activity (NTEE)
P200 Human services
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Human Services
Size band
9 (IRS master file code)
Formed
1882
Principal officer
Hector Colon (as named on the Form 990)
IRS ruling date
1 August 1964
Status
Code 01 (unconditional exemption)
Form 990 filings on record
5, latest 2023
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥8years on the filingsJose Olivieri
≥8years on the filingsFranklin Cumberbatch
≥8years on the filingsKatie Baardseth
≥8years on the filingsMichael Losenegger

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$109.8m
Total liabilities
$32.1m
Net assets or fund balances
$77.7m
Contributions and grants received
$5.2m
Program service revenue
$64.1m
Grants and similar paid out
$3.2m
Employees
1,021
Volunteers
52