2019-02-11T10:11:25-06:00 2018-09-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2017-10-01 132574963 Lutheran World Relief % LAURA MORALES LUTH 4102302700 700 Light Street Baltimore MD 212303850 JOANN THEYS VP for Fin & Admin 4102302700 2019-02-08 true Marc Berger P01871563 7038930600 4.7.194.10 54621820190425000014 2019-02-11 P 342C69388EA7BCA13281E38B3DD773C2383BC7B2 342C69388EA7BCA13281E38B3DD773C2383BC7B2 2017 2019-02-21 02:37:17Z X JOANN THEYS 700 Light Street Baltimore MD 212303850 138269871 false X www.lwr.org X 1945 NY LWR works with Lutherans & Partners around the world to end Poverty, Injustice, & Human Suffering. 13 13 117 15 0 25974 51779744 46984589 1271701 789053 871575 2688988 69496 50654 53992516 50513284 24264039 23724059 0 0 14509499 16999231 505357 516213 3195617 12193217 12982520 51472112 54222023 2520404 -3708739 51831295 49943014 13200755 15464481 38630540 34478533 X Affirming God's Love for all people, we work with Lutherans and Partners around the world to end Poverty, Injustice and Human Suffering. false false 23733827 19076191 EMERGENCIES AND MATERIAL RESOURCES: LUTHERAN WORLD RELIEF RESPONDS TO NATURAL DISASTERS AND CONFLICT-DRIVEN EMERGENCIES, ESPECIALLY THOSE THAT AFFECT THE WORLDS POOREST COMMUNITIES. WE WORK WITH VULNERABLE COMMUNITIES TO HELP THEM REBUILD AFTER DISASTER STRIKES AND PREPARE FOR FUTURE DISASTERS. IN FISCAL YEAR 2018, WE ENGAGED IN 65 EMERGENCY RESPONSE AND MATERIAL RESOURCES PROJECTS AROUND THE WORLD. IN ADDITION, LUTHERAN WORLD RELIEF AND OUR PARTNERS CONDUCTED 29 DISTRIBUTIONS OF MISSION QUILTS OR CARE KITS REACHING MORE THAN 600,000 PEOPLE. 15563057 3621837 789053 AGRICULTURE: LUTHERAN WORLD RELIEF WORKS WITH POOR, RURAL COMMUNITIES AROUND THE WORLD TO HELP FARMERS IMPROVE THEIR CROPS, LEARN NEW TECHNIQUES AND TOOLS TO INCREASE THEIR YIELD AND ATTRACT BUYERS WHO WILL PAY MORE FOR THEIR PRODUCTS. WE HELP RURAL COMMUNITIES DEVELOP PRODUCTIVE, RESILIENT AND STABLE ECONOMIES THROUGH AN ENTERPRISE-BASED APPROACH THAT ENGAGES THE PRIVATE SECTOR AT MULTIPLE LEVELS TO CREATE PROFITABLE PARTNERSHIPS THAT BENEFIT FAMILIES AND PROMOTE RURAL LIVELIHOODS. IN FISCAL YEAR 2018, WE CARRIED OUT 55 PROGRAMS FOCUSED ON AGRICULTURE AND FOOD SECURITY THAT ENGAGED APPROXIMATELY 130,000 FARMERS. 3616046 1022107 CLIMATE CHANGE: LUTHERAN WORLD RELIEF HELPS COMMUNITIES PROTECT THEIR AGRICULTURAL ASSETS IN THE FACE OF CHALLENGING CLIMATE CONDITIONS AND IMPROVE THEIR RESILIENCE TO NATURAL HAZARDS LIKE FLOODS AND DROUGHTS. IN FISCAL YEAR 2018, LUTHERAN WORLD RELIEF IMPLEMENTED APPROXIMATELY 22 PROJECTS THAT INVOLVED CLIMATE STRATEGIES AND APPROACHES. WE INTRODUCED ENVIRONMENTALLY SUSTAINABLE FARMING PRACTICES SO THAT COMMUNITIES GET THE MOST OUT OF THEIR LAND WHILE CONSERVING AND RESTORING THEIR NATURAL RESOURCES. WE ALSO WORKED WITH LOCAL AND NATIONAL GOVERNMENTS TO FACILITATE THE EQUITABLE ACCESS TO AND PROTECTION OF NATURAL RESOURCES, HELPING COMMUNITIES ASSESS THEIR VULNERABILITIES TO NATURAL HAZARDS AND DEVELOP THE PLANS AND SKILLS THEY NEED TO PREPARE FOR THEM. 2370072 3924 45283002 true true false true false false false false false true true true true true true true true false false true true true false true false false false true false true true false false false false false false false false false false true false false false true true true true false false true X 62 0 true 117 true true true true false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X LAURA MORALES 4102302700 700 LIGHT STREET Baltimore MD 212303850 DR WILLIAM J CRAFT Chairperson 12.0 0.0 X X 0 0 0 MS LINDA K REISER Vice Chair 3.0 0.0 X X 0 0 0 THE REV TIMOTHY RUNTSCH Secretary 4.0 0.0 X X 0 0 0 Ms Hilda Bambi Arellano Director 5.5 0.0 X 0 0 0 Mr Emried Cole JR Director 5.0 0.0 X 0 0 0 Dr Louise Evenson Director 8.0 0.0 X 0 0 0 Mr Steve Gunderson Director 5.5 0.0 X 0 0 0 Ms Jean Hanson Director 12.0 0.0 X 0 0 0 Mr Jayesh Hines-Shah Director 4.0 0.0 X 0 0 0 Mr Kenneth Jones II Director 5.0 0.0 X 0 0 0 The Rev Dr David Lose Director 3.5 0.0 X 0 0 0 Dr Kathi Tunheim Director 1.0 0.0 X 0 0 0 Ms Kristin Yakimow Director 1.0 0.0 X 0 0 0 AMB DANIEL V SPECKHARD RT PRESIDENT AND CEO 56.19 0.0 X 298459 0 66658 MS JOANN THEYS VP FIN & ADMIN/TREAS 46.19 0.0 X 172077 0 19110 MR TIMOTHY MCCULLY SVP INTERNATIONAL PROGRAMS 46.34 0.0 X 169177 0 41514 MS EMILY SOLLIE SR DIR, EXEC COMMUNICATIONS 43.28 0.0 X 99659 0 29220 MS ANDREA GREISE ASSISTANT SECRETARY 49.82 0.0 X 73395 0 21911 MS WENDY ROTHENBERGER VP, PRESIDENT'S OFFICE & HR 44.41 0.0 X 155317 0 24045 MS GERALDINE SICOLA VP, STRATEGIC PSHIPS & EXT REL 46.15 0.0 X 154135 0 23356 MR MICHAEL WATT VP INTERNATIONAL OPERATIONS 44.79 0.0 X 145355 0 22441 MR STOJGNIEW STANISZEWSKI SR. DIRECTOR OF TECHNOLOGY 46.77 0.0 X 144859 0 41130 MR RICHARD SLACUM CHIEF OF PARTY - SESAME 44.98 0.0 X 143153 0 15991 1555586 0 305376 17 false true false MERKLE INC 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 FUNDRAISER 1068118 MIDWEST WAREHOUSE INC 398 EAST RICHMOND ST ST PAUL MN 55075 WAREHOUSE/PROCESSING 532067 BRETHREN SERVICE CENTER 500 MAIN ST PO BOX 188 NEW WINDSOR MD 21776 WAREHOUSE/PROCESSING 406600 ACCENTURE LLP 161 N CLARK ST CHICAGO IL 60601 CONSULTING 402107 CARGO BROKERS INTERNATIONAL 1515 SHOPTON ROAD SUITE 104 CHARLOTTE NC 28217 INTL FREIGHT SHIP 200289 5 170961 637 6830918 39982073 13418854 46984589 CONTRACT REVENUE 541900 789053 789053 789053 600152 600152 0 0 0 0 0 89845423 87756587 2088836 2088836 2088836 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 50654 50654 50654 50513284 789053 2739642 116608 116608 0 23607451 23607451 0 1832420 267327 1499884 65209 0 10745610 8640161 1226467 878982 575016 558047 12659 4310 2614448 2131987 222543 259918 1231737 512290 683032 36415 0 138567 14465 123070 1032 107631 41619 66012 0 516213 516213 0 2331797 1304658 897355 129784 0 2577764 1353431 381427 842906 0 0 898760 800772 43693 54295 2404465 1990855 304055 109555 0 0 0 0 150442 116703 16710 17029 89766 33961 55805 PROGRAM INPUTS 3003166 3003166 BANK AND MERCHANT FEES 377704 2320 121706 253678 MEMBERSHIP FEES 141257 121447 9156 10654 MISCELLANEOUS 761201 665734 79830 15637 54222023 45283002 5743404 3195617 X 47393 9811 33871 3711 X 1784716 1386363 8490636 2755722 1265463 1910593 1594757 1587093 0 0 0 0 0 0 5030387 4989200 196324 200408 1918791 1514552 484547 404239 22860826 19778321 3418285 3813515 3679220 3598281 0 0 3026134 9519279 51831295 49943014 4962440 4289850 0 0 0 0 1919934 1801979 0 0 0 0 0 0 0 0 6318381 9372652 13200755 15464481 X 30266101 27339133 8100701 6866661 263738 272739 38630540 34478533 51831295 49943014 -3708739 -443268 X false true X true true true X 45098326 46233099 46181220 51779744 46984589 236276978 0 0 45098326 46233099 46181220 51779744 46984589 236276978 0 236276978 669772 605732 581923 512406 600152 2969985 0 1221 19895 112492 69496 50654 253758 239500721 2188866 0.98654 0.98580 X false true false false false false true 912 false false 912 false Schedule C, Part II-B, Line 1b: LWR paid staff to meet with or send e-mail correspondence to congressional staff and administration officials regarding policies on international development, foreign assistance and humanitarian response. Most of this work involved general education or information on these topics, but on some occasions concerned relevant authorizing or appropriations legislation on humanitarian and development assistance and global food security in particular. 267989 9001 20318 19092 278216 250167 13000 23284 18462 267989 246277 21442 17552 250167 254913 -4461 4175 246277 249272 4791 18402 17552 254913 0.98410 0.01590 false false 41125 41125 63650 36993 26657 1742686 1477559 265127 71330 71330 404239 COMMINGLED INVESTMENT VEHICLE 2354596 F POOLED TRUST FUND 1458919 F 3813515 CORPORATION 3433278 C INVESTMENT IN DIVINE CHOCOLATE 165003 C 3598281 MONETIZATION RECEIVABLE 6367835 CHARITABLE TRUSTS 2116448 OTHER ASSETS 643563 INSURANCE CONTRACTS 391433 9519279 0 PURPOSES 3004817 MONETIZATION LIABILITY 6367835 9372652 X 50674144 -443268 604128 160860 50513284 50513284 54826151 604128 604128 54222023 54222023 Schedule D, Part V, Line 4: Endowment gifts provided by donors do not have restriction on the use of income produced. Accordingly, all income is used for unrestricted purposes. Schedule D, Part X, Line 2: LWR is generally exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. In addition, LWR qualifies for charitable contributions deductions and has been classified as an organization that is not a private foundation. Income, which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate income taxes. For the year ended September 30, 2018, LWR has unrelated business income of $29,309. LWR had no unrelated business income for the year ended September 30, 2017. Management has evaluated LWR's tax positions and has concluded that LWR has taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with U.S. GAAP. With Few exceptions, LWR is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years before 2015. true Sub-Saharan Africa 14 17 Program Services See Part V 10330627 South Asia 2 19 Program Services See Part V 3255093 Central America and the Caribbean 16 74 Program Services See Part V 2780983 East Asia and the Pacific 6 16 Program Services See Part V 692893 Middle East and North Africa 1 0 Program Services See Part V 1704515 South America 4 17 Program Services See Part V 1404071 Europe (Including Iceland and Greenland) 0 0 Program Services See Part V 430000 Russia and the Newly Independent States 0 0 Program Services See Part V 1360780 Sub-Saharan Africa Investments 836746 South America Investments 18998 Europe (Including Iceland and Greenland) Investments 165003 43 143 43 143 22979709 22979709 Central America and the Caribbean See Part V 433365 See Part V FMV Central America and the Caribbean See Part V 204000 School kits FMV Central America and the Caribbean See Part V 261120 School Kits FMV Central America and the Caribbean See Part V 725150 See Part V FMV Europe (Including Iceland and Greenland) See Part V 223125 School Kits FMV Europe (Including Iceland and Greenland) See Part V 206875 See Part V FMV Middle East and North Africa See Part V 456550 See Part V FMV Middle East and North Africa See Part V 232010 See Part V FMV Middle East and North Africa See Part V 397680 See Part V FMV Russia and the Newly Independent States See Part V 188080 School Kits FMV Russia and the Newly Independent States See Part V 747000 See Part V FMV Russia and the Newly Independent States See Part V 425700 See Part V FMV South America See Part V 223125 School Kits FMV South America See Part V 814900 See Part V FMV South Asia See Part V 191520 Quilts FMV South Asia See Part V 940500 Quilts FMV South Asia See Part V 331800 School Kits FMV Sub-Saharan Africa See Part V 1333382 See Part V FMV Sub-Saharan Africa See Part V 1104710 See Part V FMV Sub-Saharan Africa See Part V 226796 See Part V FMV Sub-Saharan Africa See Part V 1183950 See Part V FMV Sub-Saharan Africa See Part V 30096 Quilts FMV Sub-Saharan Africa See Part V 1095280 See Part V FMV Sub-Saharan Africa See Part V 223125 School Kits FMV Sub-Saharan Africa See Part V 460980 See Part V FMV Sub-Saharan Africa See Part V 108675 See Part V FMV Sub-Saharan Africa See Part V 470250 See Part V FMV Sub-Saharan Africa See Part V 218945 School Kits FMV Central America and the Caribbean See Part V 205549 Wire Trnsfr Central America and the Caribbean See Part V 107802 Wire Trnsfr Central America and the Caribbean See Part V 100000 Wire Trnsfr Central America and the Caribbean See Part V 98546 Wire Trnsfr Central America and the Caribbean See Part V 96944 Wire Trnsfr Central America and the Caribbean See Part V 90358 Wire Trnsfr Central America and the Caribbean See Part V 80000 Wire Trnsfr Central America and the Caribbean See Part V 67861 Wire Trnsfr Central America and the Caribbean See Part V 62500 Wire Trnsfr Central America and the Caribbean See Part V 58711 Wire Trnsfr Central America and the Caribbean See Part V 58263 Wire Trnsfr Central America and the Caribbean See Part V 43088 Wire Trnsfr Central America and the Caribbean See Part V 25000 Wire Trnsfr Central America and the Caribbean See Part V 23282 Wire Trnsfr Central America and the Caribbean See Part V 23662 Wire Trsnfr Central America and the Caribbean See Part V 16782 Wire Trnsfr East Asia and the Pacific See Part V 205305 Wire Trnsfr East Asia and the Pacific See Part V 149504 Wire Trnsfr East Asia and the Pacific See Part V 146660 Wire Trnsfr East Asia and the Pacific See Part V 110000 Wire Trnsfr East Asia and the Pacific See Part V 46424 Wire Trnsfr East Asia and the Pacific Emergency Response 35000 Wire Trnsfr Middle East and North Africa See Part V 203638 Wire Trnsfr Middle East and North Africa See Part V 118085 Wire Trnsfr Middle East and North Africa See Part V 98810 Wire Trnsfr Middle East and North Africa See Part V 92579 Wire Trnsfr Middle East and North Africa See Part V 75000 Wire Trnsfr Middle East and North Africa See Part V 30163 Wire Trnsfr South America See Part V 128767 Wire Trnsfr South America See Part V 67933 Wire Trnsfr South America Emergency Response 57651 Wire Trnsfr South America See Part V 36000 Wire Trnsfr South America See Part V 25000 Wire Trnsfr South America See Part V 21000 Wire Trnsfr South America See Part V 21000 Wire Trnsfr South America See Part V 10000 Wire Trnsfr South America See Part V 8000 Wire Trnsfr South Asia See Part V 209434 Wire Trnsfr South Asia See Part V 188556 Wire Trnsfr South Asia See Part V 141363 Wire Trnsfr South Asia See Part V 129976 Wire Trnsfr South Asia See Part V 127199 Wire Trnsfr South Asia See Part V 115560 Wire Trnsfr South Asia Flood resilience 107818 Wire Trnsfr South Asia See Part V 86591 Wire Trnsfr South Asia See Part V 86059 Wire Trnsfr South Asia Flood resilience 86002 Wire Trnsfr South Asia See Part V 80724 Wire Trnsfr South Asia See Part V 66313 Wire Trnsfr South Asia See Part V 66312 Wire Trnsfr South Asia Flood resilience 64542 Wire Trnsfr South Asia Flood resilience 64311 Wire Trnsfr South Asia Flood resilience 61874 Wire Trnsfr South Asia See Part V 30000 Wire Trnsfr South Asia See Part V 25244 Wire Trnsfr South Asia Flood Resilience 25244 Wire Trnsfr South Asia See Part V 10896 Wire Trnsfr South Asia Flood resilience 10000 Wire Trnsfr South Asia Flood resilience 10000 Wire Trnsfr Sub-Saharan Africa See Part V 1440480 Wire Trnsfr Sub-Saharan Africa See Part V 520016 Wire Trnsfr Sub-Saharan Africa See Part V 183700 Wire Trnsfr Sub-Saharan Africa See Part V 172092 Wire Trnsfr Sub-Saharan Africa See Part V 168808 Wire Trnsfr Sub-Saharan Africa Coffee farming 163424 Wire Trnsfr Sub-Saharan Africa USAID GDA- Niger 152540 Wire Trnsfr Sub-Saharan Africa USAID GDA- Niger 127810 Wire Trnsfr Sub-Saharan Africa See Part V 124486 Wire Trnsfr Sub-Saharan Africa USAID GDA- Niger 116425 Wire Trnsfr Sub-Saharan Africa See Part V 116079 Wire Trnsfr Sub-Saharan Africa USAID GDA- Niger 103525 Wire Trnsfr Sub-Saharan Africa See Part V 85533 Wire Trnsfr Sub-Saharan Africa See Part V 78676 Wire Trnsfr Sub-Saharan Africa See Part V 78671 Wire Trnsfr Sub-Saharan Africa micro-businesses 76150 Wire Trnsfr Sub-Saharan Africa See Part V 44899 Wire Trnsfr Sub-Saharan Africa See Part V 35000 Wire Trnsfr Sub-Saharan Africa See Part V 31465 Wire Trnsfr Sub-Saharan Africa See Part V 29658 Wire Trnsfr Sub-Saharan Africa See Part V 25000 Wire Trnsfr 58 34 false false true false false true Schedule F, Part I, Line 2: LWR PARTNER ORGANIZATIONS (SUB-GRANTEES) ARE PROVIDED TECHNICAL MANAGEMENT AND CAPACITY BUILDING SUPPORT BY LWR STAFF THROUGHOUT THE LIFE CYCLE OF THE GRANT. IN-COUNTRY STAFF TEAMS WORK CLOSELY WITH PARTNERS FROM THE BEGINNING PHASES OF PROJECT DEVELOPMENT THROUGH PROJECT COMPLETION. PRE-AWARD ASSESSMENTS ARE CONDUCTED TO ASSESS OVERALL RISK (FINANCIAL SYSTEMS, TECHNICAL CAPACITY, TYPE/SIZE OF FUNDING AND EXPERIENCE WITH LWR, ETC.). ACTION PLANS, CAPACITY BUILDING AND MONITORING VISITS ARE PLANNED BASED ON RISK ASSESSMENT. MONITORING IS DONE THROUGH A COMBINATION OF VERBAL AND SCHEDULED WRITTEN FINANCIAL AND PROGRAMMATIC REPORTS, AS WELL AS ON-SITE MONITORING VISITS DURING THE PROJECT FOR TECHNICAL SUPPORT AND VERIFICATION OF PROJECT ACTIVITIES. ON-SITE MONITORING VISITS ARE ALSO OCCASSIONALLY CONDUCTED BY US-BASED FINANCE AND PROGRAM STAFF. QUARTERLY OR MONTHLY (DEPENDING ON THE PROJECT) FINANCIAL AND NARRATIVE REPORTS ARE REQUIRED FROM PARTNERS AND USED TO REVIEW FINANCIAL PROGRESS. THESE REPORTS ARE REVIEWED AND EVALUATED BY STAFF IN COUNTRY AS WELL AS BY HEADQUARTER STAFF. Schedule F, Part I, Line 3, Column (e): 3(1)(e) Specific Types of Services in Sub-Saharan Africa: - FOOD SECURITY AND NATURAL RESOURCE MANAGEMENT, AGRICULTURAL PRODUCTION AND MARKETING INCLUDING VALUE CHAINS IN COMMODITIES INCLUDING COFFEE, SESAME, DRY CEREALS,FRUITS AND VEGETABLES, ETC. - AGRO-ECOLOGICAL PRODUCTION METHODS - CLIMATE CHANGE VULNERABILITY REDUCTION AND CAPACITY STRENGTHENING - MICRO ENTERPRISE SUPPORT - BASIC SERVICE PROVISION TO REFUGEES IN CAMPS - DISTRIBUTION OF IN-KIND MATERIAL RESOURCES INCLUDING, QUILTS, PERSONAL CARE KITS, SCHOOL KITS, BABY CARE KITS AND FABRIC KITS 3(2)(e) Specific Types of Services in South Asia: - RIGHTS BASED WORK: SOCIAL, ECONOMIC, CULTURAL AND POLITICAL; FIGHTING INJUSTICE, INEQUALITY AND DISCRIMINATION - LIVELIHOODS (PROMOTING INCOME GENERATION THROUGH TRAINING, MICRO ENTERPRISE SUPPORT AND OTHER MEANS) - AGRICULTURE & FOOD SECURITY (INCORPORATING LANDWATER ACCESS, TRADE ENVIRONMENTAL ISSUES AND NATURAL RESOURCE MANAGEMENT, CLIMATE SMART AGRICULTURE, AGRICULTURE VALUE CHAIN) - WOMEN EMPOWERMENT - VULNERABILITY REDUCTION AND CAPACITY STRENGTHENING (FOR MARGINALIZED AND FOR THOSE AFFECTED BY EMERGENCIES OR LIVING IN CRISIS ZONES; AS WELL AS CLIMATE CHANGE ADAPTATION AND DISASTER RISK REDUCTION) - REHABILITATION AND RECONSTRUCTION FOR COMMUNITIES IN HIGH RISK AREAS - DISTRIBUTION OF IN-KIND MATERIAL RESOURCES INCLUDING, QUILTS, PERSONAL CARE KITS, SCHOOL KITS, BABY CARE KITS AND FABRIC KITS. 3(3)(e) Specific Types of Services in Central America/Caribbean: - SMALL FARMERS' ACCESS TO LOCAL, REGIONAL AND INTERNATIONAL MARKETS PARTICULARLY IN THE COCOA & COFFEE SECTORS - AGRO-ECOLOGICAL PRODUCTION METHODS - VULNERABILITY REDUCTION AND RESILIENCE & CAPACITY STRENGTHENING - DISTRIBUTION OF IN-KIND MATERIAL RESOURCES INCLUDING, QUILTS, PERSONAL CARE KITS, SCHOOL KITS, BABY CARE KITS AND FABRIC KITS. 3(4)(e) Specific Types of Services in East Asia and the Pacific: - LIVELIHOODS (PROMTING INCOME GENERATION THROUGH TRAINING, MICRO ENTERPRISE SUPPORT AND OTHER MEANS - AGRICULTURE & FOOD SECURITY (INCORPORATING LANDWATER ACCESS, TRADE ENVIRONMENTAL ISSUES AND NATURAL RESOURCE MANAGEMENT, CLIMATE SMART AGRICULTURE, AGRICULTURE VALUE CHAIN) - VULNERABILITY REDUCTION AND CAPACITY STRENGTHENING (FOR MARGINALIZED AND FOR THOSE AFFECTED BY EMERGENCIES OR LIVING IN CRISIS ZONES; AS WELL AS CLIMATE CHANGE ADAPTATION AND DISASTER RISK REDUCTION) - REHABILITATION AND RECONSTRUCTION FOR COMMUNITIES IN HIGH RISK AREAS - DISTRIBUTION OF IN-KIND MATERIAL RESOURCES INCLUDING, QUILTS, PERSONAL CARE KITS, SCHOOL KITS, BABY CARE KITS AND FABRIC KITS. 3(5)(e) Specific Types of Services in Middle East and North Africa: - VULNERABILITY REDUCTION FOR MARGINALIZED - LIVELIHOODS (PROMOTING INCOME GENERATION THROUGH TRAINING, MICRO ENTERPRISE SUPPORT AND OTHER MEANS AND FOR THOSE AFFECTED BY EMERGENCIES OR LIVING IN CRISIS ZONES - DISTRIBUTION OF IN-KIND MATERIAL RESOURCES INCLUDING, QUILTS, PERSONAL CARE KITS, SCHOOL KITS, BABY CARE KITS AND FABRIC KITS. 3(6)(e) Specific Types of Services in South America: - SMALL FARMERS' ACCESS TO LOCAL, REGIONAL AND INTERNATIONAL MARKETS PARTICULARLY IN THE COCOA & COFFEE SECTORS - AGRO-ECOLOGICAL PRODUCTION METHODS - COLLABORATION WITH MUNICIPAL GOVERNMENTS - PROMOTION OF PEACE AND CONFLICT RESOLUTION - CLIMATE CHANGE VULNERABILITY REDUCTION AND CAPACITY STRENGTHENING Schedule F, Part II, Line 1(1)(d) & (h): 1(1)(d) Purpose of Grant: School Kits for Vulnerable Communities in Djibouti 1(1)(h) Description of Non-Cash Assistance: school kits, personal care kits, quilts Schedule F, Part II, Line 1(2)(d): 1(2)(d) Purpose of Grant: School Kits for LWR projects in Guatemala Schedule F, Part II, Line 1(3)(d): 1(3)(d) Purpose of Grant: School kits for vulnerable children in Honduras X X X X X X true Aria 717 W ST GERMAIN STREET St Cloud MN 56301 Telemark- eting false 54874 55730 0 Merkle 7001 COLUMBIA GATEWAY DRIVE Columbia MD 21046 Direct Mail false 5311236 453946 4857290 MP May 40 HARCOURT STREET San Rafael CA 94901 Comb Fed Campaign false 215580 6537 209043 5581690 516213 5066333 All States true Haser Cambio Inc PO BOX 649 Saint Just PR 00978 132574963 116608 Hurricane Response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true true false false false false false false false AMB DANIEL V SPECKHARD RT PRESIDENT AND CEO 288499 0 0 0 9960 0 62158 0 4500 0 365117 0 0 0 MS JOANN THEYS VP FIN & ADMIN/TREAS 164917 0 5000 0 2160 0 15868 0 3242 0 191187 0 0 0 MR TIMOTHY MCCULLY SVP INTERNATIONAL PROGRAMS 168217 0 0 0 960 0 15594 0 25920 0 210691 0 0 0 MS WENDY ROTHENBERGER VP, PRESIDENT'S OFFICE & HR 154357 0 0 0 960 0 14199 0 9846 0 179362 0 0 0 MS GERALDINE SICOLA VP, STRATEGIC PSHIPS & EXT REL 153175 0 0 0 960 0 14048 0 9308 0 177491 0 0 0 MR MICHAEL WATT VP INTERNATIONAL OPERATIONS 144395 0 0 0 960 0 13195 0 9246 0 167796 0 0 0 MR STOJGNIEW STANISZEWSKI SR. DIRECTOR OF TECHNOLOGY 95734 0 0 0 49125 0 13610 0 27520 0 185989 0 0 0 MR RICHARD SLACUM CHIEF OF PARTY - SESAME 117578 0 0 0 25575 0 6582 0 9409 0 159144 0 0 0 Schedule J, Part I, Line 4a: Staniszewski received severance pay of $31,827 during 2017, which is reported under "other reportable compensation." Schedule J, Part I, Line 4b: Speckhard participated in a non-qualified (section 457(F) during 2017, under which $35,000 in deferred compensation was recorded. A MARYLAND ECONOMIC DEVELOPMENT CORPORATION 521376562 57420NOAV 2007-07-26 5942546 See Part VI false false false A 1807500 0 5942546 476594 0 5828695 113851 0 0 0 0 0 false true true true A 0 A false false false true false false 0 false 0 false true A true SCHEDULE K, PART I, LINE A(F) A(F) Description of Purpose: Advance Refunding of Series 2000 Revenue Bonds SCHEDULE K, PART I, LINE A LUTHERAN WORLD RELIEF AND LUTHERAN IMMIGRATION AND REFUGEE SERVICE, INC. (EIN: 13-2574854), AN UNRELATED 501(C)(3) ORGANIZATION, ARE JOINTLY AND SEVERALLY LIABLE FOR THE 2007 BONDS AND AS SUCH, EACH HAS RECORDED 50% OF THE OUTSTANDING DEBT AND RELATED ISSUE COSTS ON THE FINANCIAL STATEMENTS. 100% OF THE LIABILITY AND RELATED COSTS ARE REPORTED ON SCHEDULE K. SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION WAS PERFORMED ON JUNE 30, 2017. X 68 431996 FMV X Material Res. 737212 13384948 FMV false true true Schedule M, Part I, Line 32b: LWR accepts stock donations and can receive them in two ways: 1) DTC (Depository Transfer Check) transfer to our agents at Wilmington Trust, or 2) actual receipt of a stock certificate. LWR provides donors of stock with an acknowledgement letter that the donor may use for tax purposes. The Donor Relations department has detailed instructions for donors requesting information on how to donate stock to LWR. LWR has been advised by its auditors that staff members should not complete either USG forms 8283 or 8282 for stock gifts as it may be incorrectly construed as providing tax advice to the donor. Please see the Associate Vice-President for Finance and Administration with any questions regarding stock donations. Form 990, Part III, Line 4d: CONSTITUENT ENGAGEMENT: IN THE U.S., LWR WORKS WITH LUTHERAN CONGREGATIONS AND INDIVIDUALS TO PUT FAITH INTO ACTION BY HELPING NEIGHBORS IN NEED OVERSEAS. IN THE 2018 FISCAL YEAR, LUTHERANS ENGAGED WITH LWR BY MAKING QUILTS AND KITS FOR OVERSEAS DISTRIBUTION; BUYING AND SELLING COFFEE, CHOCOLATE AND ECO-PALMS; AND EDUCATING OTHERS TO RAISE AWARENESS OF HUNGER AND SMALLHOLDER FARMERS' VALUE IN SUPPLY CHAINS. EXPENSES $ 1,561,590. INCLUDING GRANTS OF $ 3,924. REVENUE $ 0. IMPACT INVESTING: LWR BEGAN ITS IMPACT INVESTING PROGRAM DURING FISCAL YEAR 2018. THROUGH THIS ENTERPRISE-BASED APPROACH TO DEVELOPMENT, LWR WILL REDUCE POVERTY BY ENGAGING WORKERS, THEIR HOUSEHOLDS, AND COMMUNITIES TO SUSTAIN AND RAISE INCOMES, BUILD ASSETS, INCREASE RESILIENCE AND ULTIMATELY ACCESS PATHWAYS OUT OF POVERTY. THIS IS DONE BY THE ESTABLISHMENT, SUPPORT, AND INVESTMENT IN FOR-PROFIT BUSINESSES THAT SEEK TO DELIVER NEEDED GOODS AND SERVIES IN A COMMERICALLY SUSTAINABLE MANNER AND CREATE POSITIVE SOCIAL IMPACT AND VALUE FOR IMPOVERISHED COMMUNITIES. DURING FISCAL YEAR 2018, LWR HAD ESTABLISHED ITS FIRST INVESTEE ENTERPRISE - A WHOLLY OWNED COFFEE PRODUCTION COMPANY IN UGANDA TO ENGAGE IN SMALL SCALE TRADE IN FAIR TRADE, ORGANIC, AND RAIN FOREST ALLIANCE COFFEE WHILE PROVIDING TERMS TO FARMERS WHICH ARE MORE FAVORABLE THAN OTHERWISE AVAILABLE. EXPENSES $ 808,482. INCLUDING GRANTS OF $ . REVENUE $ 0. Form 990, Part V, Line 4b: List of Foriegn Countries: NICARAGUA, PERU, COLOMBIA, BURKINA FASO, MALI, NIGER, KENYA, UGANDA, TANZANIA, INDIA, NEPAL, PHILIPPINES, INDONESIA, EL SALVADOR Form 990, Part VI, Section B, Line 11b: THE PROCESS FOR BOARD REVIEW OF THE ANNUAL FORM 990 IS OUTLINED IN LWR'S BOARD POLICY AS FOLLOWS: PRIOR TO LWR'S ANNUAL SUBMISSION OF IRS FORM 990, EACH BOARD MEMBER SHALL RECEIVE A COPY OF THE FORM AS COMPLETED BY LWR'S CERTIFIED PUBLIC ACCOUNTANTS. BOARD MEMBERS SHALL HAVE AT LEAST FIVE BUSINESS DAYS TO REVIEW THE FORM AND RAISE QUESTIONS, MAKE SUGGESTIONS, AND BRING ANY POTENTIAL PROBLEMS OR CONCERNS TO THE CHAIR OF THE AUDIT AND RISK COMMITTEE. Form 990, Part VI, Section B, Line 12c: LWR'S CONFLICT OF INTEREST POLICY (APPLICABLE TO BOARD OF DIRECTORS AND ALL EMPLOYEES) STATES THAT A CONFLICT OF INTEREST EXISTS WHENEVER THERE IS A PROPOSED AGENCY TRANSACTION IN WHICH A DIRECTOR, OFFICER, OR STAFF MEMBER HAS ANY ACTUAL OR POTENTIAL INVOLVEMENT, INTEREST, OR RELATIONSHIP, EITHER DIRECTLY OR INDIRECTLY. IN ADDITION, A CONFLICT OF INTEREST MAY ALSO EXIST WHEN THE INTERESTS OR CONCERNS OF AN EMPLOYEE, OR SUCH EMPLOYEE'S IMMEDIATE FAMILY, OR ANY PARTY, GROUP OR ORGANIZATION TO WHICH SUCH PERSON HAS ALLEGIANCE, MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF THE AGENCY. EACH EMPLOYEE HAS A DUTY TO DISCLOSE TO THE PRESIDENT THE MATERIAL FACTS OF ANY PROPOSED TRANSACTION OF THE AGENCY IN WHICH SUCH PERSON HAS ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE REQUIRED DISCLOSURE MUST BE MADE PRIOR TO ANY CONSIDERATION OF SUCH PROPOSED TRANSACTION BY THE AGENCY. AN EMPLOYEE OR BOARD MEMBER HAVING AN ACTUAL OR PROPOSED CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR DECISION-MAKING PROCESS OF THE AGENCY REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, HE OR SHE SHALL PROVIDE THE AGENCY WITH ANY AND ALL RELEVANT INFORMATION REGARDING THE MATTER. THE PRESIDENT SHALL TAKE SUCH ADDITIONAL ACTION AS MAY BE REQUIRED TO ENSURE THAT THE CONFLICT OF INTEREST IS RESOLVED, AND SHALL MAINTAIN A RECORD. Form 990, Part VI, Section B, Line 15a: DETERMINATION OF PRESIDENT'S COMPENSATION: AN INDEPENDENT COMPENSATION CONSULTANT PERFORMS AN ANALYSIS ANNUALLY USING INDEPENDENT RESEARCH WHICH CONSIDERS THE ORGANIZATION'S CURRENT BUDGET, THE CURRENT SALARY OF THE PRESIDENT, AND THE NUMBER OF YEARS THE PRESIDENT HAS SERVED IN THAT POSITION. THE ANALYSIS IS BASED ON VARIOUS SALARY SURVEYS TO PROVIDE A SALARY RANGE COMPETITIVE WITH OTHER SIMILARLY SITUATED NONPROFITS IN THE GEOGRAPHICAL AREA. THE RESULTING FINDINGS ARE PROVIDED TO THE BOARD OF DIRECTORS OFFICERS, WHO REVIEWS THE FINDINGS AND MAKES A RECOMMENDATION TO THE FULL BOARD FOR THEIR APPROVAL REGARDING THE PRESIDENT'S COMPENSATION FOR THE COMING YEAR. COMPENSATION OF ALL OTHER STAFF(INCLUDING OTHER OFFICERS): IN 2018 THE EXTERNAL COMPENSATION CONSULTANT CONDUCTED AN ANALYSIS OF EACH VPS SALARY FOLLOWING THE SAME METHODOLOGY THAT WAS USED FOR THE PRESIDENT AND CEO. THE FINDINGS OF THIS ANALYSIS WERE SHARED WITH THE PRESIDENT AND CEO, WHO MADE DETERMINATIONS REGARDING SALARY INCREASES FOR VPS. SALARY ADJUSTMENTS FOR ALL LWR STAFF ARE GUIDED BY A SALARY ADMINISTRATION POLICY DEVELOPED BY LWR. THE OBJECTIVE OF THIS POLICY IS TO ENSURE THAT SALARIES ARE COMMENSURATE WITH COMPARABLE ORGANIZATIONS IN THE COMPETITIVE LABOR MARKET AND THAT SALARY GRADES REFLECT THE RELATIVE INTERNAL RESPONSIBILITY, ACCOUNTABILITY AND KNOW-HOW OF ALL POSITIONS ACROSS THE ORGANIZATION. EVERY JOB DESCRIPTION IS PERIODICALLY REVIEWED TO DETERMINE THE APPROPRIATE SALARY RANGE FOR ALL POSITIONS; SALARY RANGES ARE INTENDED TO REINFORCE CAREER GROWTH, CONSIDER MARKET VALUES, AND ARE MANAGED IN AN EQUITABLE MANNER CONSISTENT WITH ORGANIZATIONAL VALUES. THE SALARY RANGES ARE ADJUSTED EVERY TWO YEARS BASED ON AN ANALYSIS CONDUCTED BY AN EXTERNAL COMPENSATION CONSULTANT TO ENSURE THAT SALARY RANGES REMAIN COMPETITIVE WITH THE LOCAL LABOR MARKET. Form 990, Part VI, Section C, Line 19: AS REQUIRED BY BOARD POLICY, THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC IT'S AUDITED FINANCIAL STATEMENTS, IRS FORM 990, A LIST OF CURRENT BOARD MEMBERS, CONFLICT OF INTEREST POLICY AND OTHER INFORMATION THAT MAY BE HELPFUL TO THE PUBLIC IN UNDERSTANDING THE ORGANIZATION'S PURPOSES, GOALS, ACTIVITIES, AND RESULTS. THIS INFORMATION IS AVAILABLE EITHER THROUGH LWR'S WEBSITE (LWR.ORG), VARIOUS CHARITY MONITORING WEBSITES, OR UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). Form 990, Part IX, Line 24a: PROGRAM INPUTS - EXPENSES INCURRED BY LWR THAT DIRECTLY SUPPORT PARTNER PROJECT IMPLEMENTATION, E.G. SEEDS, AGRICULTURAL EQUIPMENT, ETC. Ground Up Investing LLC C/O THE CORPORATION TRUST COMPANY WILMINGTON DE 19801 821406539 See Part VII DE 17722 34537 See Part VII Mountain Harvest SMC Ltd PO Box 22892 Kampala UG 981398811 See Part VII UG 736126 437613 See Part VII LUTHERAN CENTER CORPORATION 700 LIGHT STREET BALTIMORE MD 21230 522055143 See Part VII MD 501(c)(3) 12A, I See Part VII true Charitable Gift Annuity (5) Investment MD NA 0 0 0.00000 false Charitable Remainder Unitrust (2) Investment MD NA 0 0 0.00000 false false false false false false false false false false false true false false false false true true false false Lutheran Center Corporation K 537226 Lease agreement Lutheran Center Corporation P 108803 Actual cost Lutheran Center Corporation Q 15 ACTUAL COST Schedule R, Part I, Columns (b) & (f) (a) Name of Disregarded Entity: Ground Up Investing, LLC (b) Primary Activity: Reduce poverty through an enterprise based development approach (f) Direct Controling Entity: Lutheran World Relief (a) Name of Disregarded Entity: Mountain Harvest, SMC Ltd. (b) Primary Activity: Buying coffee from local farmers, processing it and then exporting the coffee (f) Direct Controling Entity: Ground Up Investing, LLC Schedule R, Part II, Line (1)(b) & (f): (1)(b): Maintain and operate the Lutheran Center in Baltimore, MD. (1)(f): Lutheran World Relief