LUTHERAN SERVICES IN AMERICA INCORPORATED: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LUTHERAN SERVICES IN AMERICA INCORPORATED (EIN 36-3304707)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-13
IRS object ID
201903179349302070
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-13T08:59:22-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11966 GREENSPRING DRIVE SUITE 300AddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210934161ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363304707EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUTHERAN SERVICES IN AMERICABusinessNameLine1Txt
Business Name Line2INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLUTHBusinessNameControlTxt
Phone8006643848PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 MARYLAND AVENUE NE NO 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLOTTE HABERAECKERPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8006643848PhoneNum
Signature2019-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN BALLARD CPAPreparerPersonNm
PTINP01451787PTIN
Phone4104530900PhoneNum
Preparation2019-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm09:45:38IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id40B1045984B6BD7CE0CB919AAE2F7A412AF27D98AtSubmissionCreationDeviceId
At Submission Filing Device Id006DA25DC32C2723A1CCCA87B18674C9F00E3BB9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLOTTE HABERAECKERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 MARYLAND AVENUE NE NO 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,061,738GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LUTHERANSERVICES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionPROVIDE SERVICE TO OVER 300 LUTHERAN HEALTH & SOCIAL SERVICES AGENCIES - SEE PART III, LINE 1.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,944,016PYContributionsGrantsAmt
CY Contributions Grants$3,279,605CYContributionsGrantsAmt
PY Program Service Revenue$655,952PYProgramServiceRevenueAmt
CY Program Service Revenue$727,579CYProgramServiceRevenueAmt
PY Investment Income$32,584PYInvestmentIncomeAmt
CY Investment Income$40,265CYInvestmentIncomeAmt
PY Other Revenue$33,421PYOtherRevenueAmt
CY Other Revenue$14,289CYOtherRevenueAmt
PY Total Revenue$3,665,973PYTotalRevenueAmt
CY Total Revenue$4,061,738CYTotalRevenueAmt
PY Grants And Similar Paid$836,690PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,057,359CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,549,318PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,633,170CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$214,900CYTotalFundraisingExpenseAmt
PY Other Expenses$1,107,077PYOtherExpensesAmt
CY Other Expenses$1,347,754CYOtherExpensesAmt
PY Total Expenses$3,493,085PYTotalExpensesAmt
CY Total Expenses$4,038,283CYTotalExpensesAmt
PY Revenues Less Expenses$172,888PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,455CYRevenuesLessExpensesAmt
Total Assets BOY$2,424,141TotalAssetsBOYAmt
Total Assets EOY$3,675,918TotalAssetsEOYAmt
Total Liabilities BOY$629,715TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,858,037TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,794,426NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,817,881NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLUTHERAN SERVICES IN AMERICA INCORPORATED (LSA) CHAMPIONS LUTHERAN SOCIAL MINISTRY 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,285,164ExpenseAmt
Grant$1,056,763GrantAmt
Revenue$346,099RevenueAmt
DescCREATING MEMBER SOLUTIONS - LUTHERAN SERVICES IN AMERICA CREATES THE FERTILE ENVIRONMENT FOR OUR NATIONAL NETWORK TO LEARN, GROW AND THRIVE. WE CONVENE OUR NETWORK MEMBERS AT OPPORTUNE TIMES TO HELP SUSTAIN AND EXPAND THEIR VALUED SERVICES BY: CREATING LEARNING COLLABORATIVES TO BRING TOGETHER MEMBERS WITH SHARED CHALLENGES AND OPPORTUNITIES TO CRAFT INNOVATIVE SOLUTIONS THAT IMPROVE OUTCOMES FOR CHILDREN, YOUTH AND FAMILIES; PEOPLE WITH DISABILITIES; SENIORS AND OTHERS. 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 SUCCESSFUL ADULTS TO ENABLING SENIORS IN RURAL AND URBAN AREAS AGE IN THEIR HOMES AND COMMUNITIES WITH DIGNITY, RESPECT AND INDEPENDENCE. CREATING FREQUENT ADDITIONAL OPPORTUNITIES FOR PEER-TO-PEER AND NETWORK LEARNING INCLUDING CONFERENCES, WEBINARS AND GROUP PROJECTS ON PRESSING ISSUES. STRENGTHENING, INFORMING AND EXPANDING FAITH-BASED CONNECTIONS NATIONWIDE.PROGRAM SERVICE ACCOMPLISHMENTS:WE GROW NEW CAPABILITIES, DEVELOP SYNERGIES, AND PROVIDE FUNDING, SERVICE AND VALUABLE STRATEGIC PARTNERSHIP OPPORTUNITIES ALL GEARED TOWARD IMPROVING THE LIVES OF THE ONE IN 50 AMERICANS WE SERVE EACH YEAR. THIS HAS TRANSLATED INTO DRAMATICALLY CHANGING THE TRAJECTORY OF 6,000 VULNERABLE CHILDREN, EMPOWERING THEM TO BECOME HEALTHY, PRODUCTIVE AND SUCCESSFUL ADULTS. IT MEANS HAVING IMPROVED THE HEALTH AND QUALITY OF LIFE FOR MORE THAN 1,100 VULNERABLE OLDER ADULTS IN 70 RURAL COMMUNITIES. AND IT MEANS HELPING A GROWING NUMBER OF SENIORS BATTLING CHRONIC CONDITIONS AND A VARIETY OF SOCIAL FACTORS AFFECTING THEIR HEALTH TO LIVE INDEPENDENTLY AT HOME.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$654,131ExpenseAmt
Grant$596GrantAmt
Revenue$379,530RevenueAmt
DescLEADERSHIP DEVELOPMENT AND CONVENINGS - LUTHERAN 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 NETWORK MEMBERS TOGETHER AND WORKING COLLECTIVELY--THROUGH EVENTS, PARTNERSHIPS AND INNOVATIVE PROGRAMS--WE MULTIPLY OUR FORCES AND TACKLE SOCIETY'S MOST COMPLEX PROBLEMS IN A WAY NO ORGANIZATION COULD ON ITS OWN. OUR ACTIVITIES INCLUDE: CEO SUMMIT--AN INTENSIVE THREE-DAY FORUM FOR CHIEF EXECUTIVE OFFICERS VIEWED AS THE INDUSTRY'S LEADING VOICES. ANNUAL CONFERENCE A VENUE THAT DRAWS NONPROFIT LEADERS, GOVERNMENT OFFICIALS, PHILANTHROPY, AND THOUGHT LEADERS TO EXPLORE WHAT NONPROFIT ORGANIZATIONS NEED TO DO TO THRIVE AND IMPROVE THE LIVES OF MILLIONS OF AMERICANS.PROGRAM SERVICE ACCOMPLISHMENTS:LUTHERAN SERVICES IN AMERICA CREATES VALUE FOR OUR NATIONAL NETWORK THROUGH EVENTS, CONFERENCES AND OTHER CONVENINGS BY AMPLIFYING THE FAITH-BASED MISSION OF OUR MEMBERS, CREATING DYNAMIC FORUMS FOR SHARING BEST PRACTICES, IDENTIFYING SOLUTIONS TO DRIVE SUSTAINABILITY AND PERFORMANCE, FOSTERING INNOVATION AND PROVIDING THE FRAMEWORK FOR ACHIEVING EVEN GREATER IMPACT FOR THE PEOPLE WE SERVE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$183,554ExpenseAmt
DescADVOCACY & PUBLIC POLICY:BY HARNESSING THE TRUST AND INFLUENCE THAT ARE HALLMARKS OF OUR NATIONAL NETWORK'S VOICE, LUTHERAN SERVICES IN AMERICA WORKS EACH DAY TO HELP PEOPLE REACH THEIR FULL POTENTIAL. WE ARE VIEWED AS A TRUSTED RESOURCE BY LEGISLATORS AND THEIR TEAMS, AND AS A CRITICAL PARTNER WITH ALL LEVELS OF GOVERNMENT, HEALTH SYSTEMS, AND REGULATORY DECISION MAKERS. WE WORK TO SHAPE LEGISLATION TIED TO OUR PRIORITY ISSUES; INFORM INFLUENCERS OF OUR NETWORK'S POSITIONS AND SUPPORTIVE REASONING; AND DEVELOP TOOLS, RESOURCES AND TRAININGS THAT ADVANCE PUBLIC POLICIES SUPPORTING OUR NATIONAL NETWORK EFFORTS TO HELP AMERICA'S MOST VULNERABLE PEOPLE. WE ARE STRICTLY NONPARTISAN, AND WORK THROUGH OUR ACTIVE ADVOCACY EFFORTS TO HELP ENSURE PEOPLE LIVE WITH DIGNITY, RESPECT, AND INDEPENDENCE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$156,325ExpenseAmt
Revenue$1,950RevenueAmt
DescRAISING VISIBILITY FOR LUTHERAN SOCIAL MINISTRY:LUTHERAN SERVICES IN AMERICA IS THE VOICE OF LUTHERAN SOCIAL MINISTRY. BY TELLING A CLEAR AND COMPELLING STORY THROUGH A UNIFIED VOICE AND BRAND, WE SUPPORT THE 300 MEMBERS OF OUR NATIONAL NETWORK BY RAISING THE PROFILE OF THEIR WORK AND VALUABLE CONTRIBUTIONS TO THE ONE IN 50 AMERICANS WE SERVE EACH YEAR. THESE EFFORTS INCLUDE: SECURING AND CAPITALIZING ON PRINT, DIGITAL AND BROADCAST PRESS COVERAGE OPPORTUNITIES TO GROW THE VISIBILITY OF LUTHERAN SERVICES IN AMERICA NETWORK PROGRESS AND ACHIEVEMENTS. CONSISTENTLY REFINING AND REFRESHING OUR PUBLIC-FACING MESSAGING AND OUTREACH STRATEGY TO BEST MEET WITH THE PRIORITIES AND NEWS OF THE DAY. PROACTIVELY CONNECTING OUR STORIES AND COMMUNICATION RESOURCES WITH NATIONAL AND REGIONAL ALLIES, STRATEGIC PARTNERS, INFLUENCERS AND TOP-TIER PRESS CONTACTS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$156,325TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,950TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,279,174TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee19EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOLA SODEINDE DIRECTOR OF BUSINESS OPERATIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024995848PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 MARYLAND AVENUE NE NO 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MR DAVID FENOGLIETTO
DIRECTOR; CHAIR2.00Yes (X)Yes (X)$0$0$0
MS BETTY L OLDENKAMP
DIRECTOR; VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
MR JAMES P ZILS
DIRECTOR; TREASURER1.00Yes (X)Yes (X)$0$0$0
MR DAVID SWARTLING
DIRECTOR; SECRETARY1.50Yes (X)Yes (X)$0$0$0
MS JANE ISAACS LOWE
DIRECTOR1.00Yes (X)$0$0$0
MS JODI HARPSTEAD
DIRECTOR1.00Yes (X)$0$0$0
MR KENNETH DALY
DIRECTOR1.00Yes (X)$0$0$0
REV KEVIN D ROBSON
DIRECTOR1.00Yes (X)$0$0$0
MR LARRY BRADSHAW
DIRECTOR1.00Yes (X)$0$0$0
REV DR STEPHEN P BOUMAN
DIRECTOR1.00Yes (X)$0$0$0
MR DARRELL GORDON
DIRECTOR1.00Yes (X)$0$0$0
DR ANTONIO OFTELIE
DIRECTOR1.00Yes (X)$0$0$0
JULIE E SWANSON
DIRECTOR1.00Yes (X)$0$0$0
CHARLOTTE HABERAECKER
PRESIDENT/CEO40.00Yes (X)$237,238$0$12,422
STANLEY BERMAN
CFO8.50Yes (X)$48,000$0$0
ALESIA FRERICHS
VP MEMBER ENGAGEMENT40.00$144,459$0$17,481Yes (X)
DEBORAH HOESLY
VP DEVELOPMENT40.00$117,046$0$9,216Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$546,743TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$39,119TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PREMIER HEALTHCARE SOLUTIONSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line15882 COLLECTIONS CENTER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60693ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTINGServicesDesc
Compensation$168,458CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$955,010MembershipDuesAmt
All Other Contributions$2,324,595AllOtherContributionsAmt
Total Contributions$3,279,605TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATIONAL EVENTS541900$379,530$379,530
CONSULTING AND SUPPORT541610$348,049$348,049
FieldValueIRS element (for citing)
Total Program Service Revenue$727,579TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,265TotalRevenueColumnAmt
Exclusion$40,265ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,289TotalRevenueColumnAmt
Exclusion$14,289ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,061,738TotalRevenueColumnAmt
Related Or Exempt Func Income$727,579RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$54,554ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,057,359TotalAmt
Program Services$1,057,359ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$292,060TotalAmt
Program Services$190,725ProgramServicesAmt
Management And General$92,614ManagementAndGeneralAmt
Fundraising$8,721FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,111,982TotalAmt
Program Services$835,685ProgramServicesAmt
Management And General$138,158ManagementAndGeneralAmt
Fundraising$138,139FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,343TotalAmt
Program Services$21,315ProgramServicesAmt
Management And General$4,353ManagementAndGeneralAmt
Fundraising$3,675FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$99,713TotalAmt
Program Services$72,763ProgramServicesAmt
Management And General$15,935ManagementAndGeneralAmt
Fundraising$11,015FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$100,072TotalAmt
Program Services$73,139ProgramServicesAmt
Management And General$16,388ManagementAndGeneralAmt
Fundraising$10,545FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$54,562TotalAmt
Program Services$33,644ProgramServicesAmt
Management And General$9,085ManagementAndGeneralAmt
Fundraising$11,833FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$114,437TotalAmt
Program Services$4,551ProgramServicesAmt
Management And General$109,886ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$378,092TotalAmt
Program Services$346,463ProgramServicesAmt
Management And General$30,463ManagementAndGeneralAmt
Fundraising$1,166FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3TotalAmt
Program Services$3ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$62,352TotalAmt
Program Services$36,050ProgramServicesAmt
Management And General$23,556ManagementAndGeneralAmt
Fundraising$2,746FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$54,616TotalAmt
Program Services$39,223ProgramServicesAmt
Management And General$11,590ManagementAndGeneralAmt
Fundraising$3,803FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$122,377TotalAmt
Program Services$89,958ProgramServicesAmt
Management And General$19,026ManagementAndGeneralAmt
Fundraising$13,393FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$153,861TotalAmt
Program Services$99,116ProgramServicesAmt
Management And General$46,717ManagementAndGeneralAmt
Fundraising$8,028FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$332,264TotalAmt
Program Services$332,017ProgramServicesAmt
Management And General$247ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$278TotalAmt
Management And General$278ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,927TotalAmt
Program Services$1,927ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,340TotalAmt
Management And General$9,340ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEMBERSHIP & REGISTRATI$36,546$33,479$3,067
HOSPITALITY & REPRESENT$18,548$6,602$11,946
NONPAYROLL TAXES$563$563

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,988TotalAmt
Program Services$5,155ProgramServicesAmt
Management And General$997ManagementAndGeneralAmt
Fundraising$1,836FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,038,283TotalAmt
Program Services$3,279,174ProgramServicesAmt
Management And General$544,209ManagementAndGeneralAmt
Fundraising$214,900FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$278,370BOYAmt
EOY$243,383EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,881,475BOYAmt
EOY$2,501,657EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$90,077BOYAmt
EOY$39,238EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,379BOYAmt
EOY$293,990EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$47,854BOYAmt
EOY$51,205EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$438,570LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,995LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$435,575EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$103,986BOYAmt
EOY$110,870EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,424,141BOYAmt
EOY$3,675,918EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$168,885BOYAmt
EOY$206,435EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$101,055BOYAmt
EOY$494,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$274,823BOYAmt
EOY$632,654EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$84,952BOYAmt
EOY$89,097EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$435,851EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$629,715BOYAmt
EOY$1,858,037EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,504,959BOYAmt
EOY$1,207,568EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$289,467BOYAmt
EOY$610,313EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,794,426BOYAmt
EOY$1,817,881EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,424,141BOYAmt
EOY$3,675,918EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$23,455ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,913,072CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,542,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,746,714CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,944,016CurrentTaxYearMinus1YearAmt
Current Tax Year$3,279,605CurrentTaxYearAmt
Total$13,425,683TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$471,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$595,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$713,716CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$655,952CurrentTaxYearMinus1YearAmt
Current Tax Year$727,579CurrentTaxYearAmt
Total$3,164,532TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,384,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,137,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,460,430CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,599,968CurrentTaxYearMinus1YearAmt
Current Tax Year$4,007,184CurrentTaxYearAmt
Total$16,590,215TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,616CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,733CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$77,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,760CurrentTaxYearMinus1YearAmt
Current Tax Year$45,900CurrentTaxYearAmt
Total$275,292TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$133,254CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$179,193CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,090CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,932CurrentTaxYearMinus1YearAmt
Current Tax Year$88,350CurrentTaxYearAmt
Total$672,819TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,870CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202,926CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$263,373CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$167,692CurrentTaxYearMinus1YearAmt
Current Tax Year$134,250CurrentTaxYearAmt
Total$948,111TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$15,642,104PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,261CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,116CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,005CurrentTaxYearMinus1YearAmt
Current Tax Year$54,551CurrentTaxYearAmt
Total$268,702TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,261CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,116CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,005CurrentTaxYearMinus1YearAmt
Current Tax Year$54,551CurrentTaxYearAmt
Total$268,702TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$20CurrentTaxYearMinus3YearsAmt
Total$20TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,449,016CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,183,667CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,498,546CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,665,973CurrentTaxYearMinus1YearAmt
Current Tax Year$4,061,735CurrentTaxYearAmt
Total$16,858,937TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92780PublicSupportCY509Pct
Public Support PY5090.91380PublicSupportPY509Pct
Investment Income CY0.01590InvestmentIncomeCYPct
Investment Income PY0.01900InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationRESOURCE MATERIALS - 2015 AMOUNT: $ 20.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,090FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,969FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,059FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,035,224FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,038,283FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$351,914FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$87,979FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus2$316,615CurrentYearMinus2Amt
Current Year Minus1$324,654CurrentYearMinus1Amt
Current Year$351,914CurrentYearAmt
Total$993,183TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,489,775LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$34,678CurrentYearMinus2Amt
Current Year Minus1$15,704CurrentYearMinus1Amt
Current Year$3,059CurrentYearAmt
Total$53,441TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus2$79,154CurrentYearMinus2Amt
Current Year Minus1$81,164CurrentYearMinus1Amt
Current Year$87,979CurrentYearAmt
Total$248,297TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$372,446GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$25,547CurrentYearMinus2Amt
Current Year Minus1$8,530CurrentYearMinus1Amt
Current Year$1,090CurrentYearAmt
Total$35,167TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,995OtherCostOrOtherBasisAmt
Depreciation$2,995DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$435,575OtherCostOrOtherBasisAmt
Book Value$435,575BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$435,575TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITIESDesc
Amt$435,851Amt
FieldValueIRS element (for citing)
Total Liability$435,851TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,061,738TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$4,061,738RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,061,738TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,038,283TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,038,283ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,038,283TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION FACILITATES COLLABORATION AMONG ITS MEMBERS FOR THE PURPOSE OF ADVANCING THE MINISTRIES OF THE MEMBERS. THE COLLABORATIVE GROUPS ARE CALLED NETWORKS. THE ORGANIZATION PROVIDES FISCAL AGENT SERVICES FOR SOME OF THESE NETWORKS, WHICH ARE REFERRED TO AS MANAGED NETWORKS IN THE FINANCIAL STATEMENTS. CASH HELD FOR MANAGED NETWORKS AND THE RELATED DEPOSIT LIABILITY WAS $89,097 AND $84,952 AT JUNE 30, 2019 AND 2018, RESPECTIVELY.
PART X, LINE 2:MANAGEMENT BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER THE ACCOUNTING CODIFICATION GUIDANCE.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
LUTHERAN SOCIAL SERVICE OF MINNESOTA
2485 COMO AVENUEST PAULMN55108410872993501(C)(3)$298,000N/AN/AMACF GRANT FOR THE GREAT PLAINS SENIOR SERVICES COLLABORATIVE
LUTHERAN SOCIAL SERVICES OF NORTH DAKOTA
3911 20TH AVENUE SOUTHFARGOND58107450226421501(C)(3)$455,000N/AN/AMACF GRANT FOR THE GREAT PLAINS SENIOR SERVICES COLLABORATIVE
ST JOHN'S UNITED
3940 RIMROCK RDBILLINGSMT59102810288768501(C)(3)$235,000N/AN/AMACF GRANT FOR THE GREAT PLAINS SENIOR SERVICES COLLABORATIVE
LUTHERAN CONNECTION INC
100 MARYLAND AVE NE SUITE 600WASHINGTONDC20002371944620501(C)(3)$69,359N/AN/ASENIOR CONNECT GRANT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS PROVIDED WITHIN THE SUB-GRANT AGREEMENTS, WORK IS PERFORMED IN ACCORDANCE WITH A WORKPLAN DEVELOPED AT THE START OF THE GRANT. LSA RECEIVES MONTHLY FINANCIAL AND NONFINANCIAL REPORTING OF PROGRESS FROM EACH, WITH MORE FORMAL REPORTING QUARTERLY AND ANNUALLY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHARLOTTE HABERAECKER
PRESIDENT/CEO$231,292$0$5,946$0$0$0$6,712$0$5,710$0$249,660$0$0$0
ALESIA FRERICHS
VP MEMBER ENGAGEMENT$130,609$0$13,850$0$0$0$4,113$0$13,368$0$161,940$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6LSA HAS CLASS A AND CLASS B MEMBERS. EACH CLASS A MEMBER SHALL BE REPRESENTED BY ONE (1) INDIVIDUAL WHO SHALL BE ITS REPRESENTATIVE AND SHALL VOTE ON ITS BEHALF. THE REPRESENTATIVE SHALL BE THE CLASS A MEMBER'S CHIEF STAFF EXECUTIVE OR THE CHIEF STAFF EXECUTIVE'S DULY APPOINTED REPRESENTATIVE. EACH REPRESENTATIVE OF A CLASS A MEMBER SHALL HAVE ONE (1) VOTE ON ANY MATTER PRESENTED TO THE MEMBERS FOR A VOTE. THE CLASS A MEMBERS SHALL BE REQUIRED TO PAY DUES IN ORDER TO BE CLASS A MEMBERS OF THE CORPORATION. EACH CLASS B MEMBER SHALL APPOINT ONE (1) INDIVIDUAL WHO SHALL BE ITS REPRESENTATIVE AND SHALL VOTE ON ITS BEHALF. EACH REPRESENTATIVE OF A CLASS B MEMBER SHALL HAVE ONE (1) VOTE ON ANY MATTER PRESENTED TO THE MEMBERS FOR A VOTE.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF DIRECTORS SHALL BE COMPOSED OF NOT LESS THAN 10 NOR MORE THAN 13 TOTAL BOARD MEMBERS. FROM 4 TO 6 MEMBERS ARE ELECTED BY THE CLASS A MEMBERS, EACH OF THE TWO CHURCH BODIES APPOINTS 1 MEMBER, AND 4 TO 6 ARE ELECTED BY THE OTHER MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BONCE THE BUDGET HAS BEEN APPROVED IN WRITING BY THE CLASS B MEMBERS OF THE ORGANIZATION, BY A SUPERMAJORITY OF AT LEAST 80%, THE BOARD OF DIRECTORS RECOMMENDS THE BUDGET FOR APPROVAL BY THE MEMBERS ATTENDING THE ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEVERY DIRECTOR AND EVERY EMPLOYEE COMPLETES THE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. POTENTIAL CONFLICTS ARE EVALUATED AND RESOLVED.
FORM 990, PART VI, SECTION B, LINE 15THE CEO'S COMPENSATION IS RECOMMENDED BY THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. IN 2019, AN INDEPENDENT COMPENSATION CONSULTANT COMPLETED A REVIEW OF THE CEO'S COMPENSATION PACKAGE. COMPENSATION FOR OTHER EMPLOYEES IS DETERMINED AND/OR APPROVED BY THE CEO WITHIN THE CONFINES OF A PERSONNEL BUDGET APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS FOR OTHER EMPLOYEES LAST TOOK PLACE IN 2019.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. FINANCIAL STATEMENTS AND WHISTLEBLOWER POLICY ARE POSTED ON THE WEBSITE, WWW.LUTHERANSERVICES.ORG.

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