LUTHERAN SERVICES IN IOWA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN SERVICES IN IOWA INC (EIN 42-0698267)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-04
- IRS object ID
- 201912479349301366
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-04T16:11:43-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5550 WILD ROSE LANE SUITE 300 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502665304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420698267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES IN IOWA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 3198593533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3125 COTTAGE GROVE AVE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN TWARDOS | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 3198593533 | PhoneNum |
| Signature | 2019-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LITTLE | PreparerPersonNm |
| PTIN | P01480921 | PTIN |
| Phone | 5152224400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-02 | IPDt |
| IP Tm | 14:34:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 26C8EB6CBFF908C19EE8E81CE4CE9FA3BB38FC5C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBA0DE0710B3CC388F2BEE46780927D00A68B01B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN TWARDOS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3125 COTTAGE GROVE AVE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,488,031 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LSIOWA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SOCIAL MINISTRY SERVICES TO COMMUNITIES THROUGHOUT IOWA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1495 | TotalEmployeeCnt |
| Total Volunteers | 345 | TotalVolunteersCnt |
| Total Gross UBI | $31,286 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,352,547 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,321,108 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,734,673 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,743,347 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,099 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,954 | CYInvestmentIncomeAmt |
| PY Other Revenue | $248,729 | PYOtherRevenueAmt |
| CY Other Revenue | $194,216 | CYOtherRevenueAmt |
| PY Total Revenue | $34,353,048 | PYTotalRevenueAmt |
| CY Total Revenue | $34,304,625 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $252,257 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $377,327 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,511,815 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,230,870 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $770,127 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,103,405 | PYOtherExpensesAmt |
| CY Other Expenses | $7,708,924 | CYOtherExpensesAmt |
| PY Total Expenses | $35,867,477 | PYTotalExpensesAmt |
| CY Total Expenses | $36,317,121 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,514,429 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,012,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,371,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,762,672 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,842,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,626,106 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,529,189 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,136,566 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LUTHERAN SERVICES IN IOWA'S MISSION IS BASED ON A CHRISTIAN PHILOSOPHY OF FAITHFUL SERVICE TO ALL OUR NEIGHBORS. OUR MISSION IS, INDEED, WHY WE DO WHAT WE DO: LUTHERAN SERVICES IN IOWA RESPONDS TO THE LOVE OF JESUS CHRIST THROUGH COMPASSIONATE SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,074,108 | ExpenseAmt |
| Grant | $170,675 | GrantAmt |
| Revenue | $13,693,631 | RevenueAmt |
| Desc | "SERVICES TO FAMILIES" IS AN ARRAY OF SERVICES DESIGNED TO MAINTAIN, BUILD, AND FORTIFY FAMILIES. LSI PROVIDES IN-HOME SERVICES TO HELP CHILDREN LEARN SKILLS SUCH AS ANGER MANAGEMENT, COPING OR COMMUNICATION. BASED ON A MENTAL HEALTH ASSESSMENT OF THE CHILD, THE GOALS AND APPROACH ENCOMPASS THE ENTIRE FAMILY. LSI ALSO PROVIDES URGENT SERVICES, SUCH AS CRISIS INTERVENTION OR FAMILY TEAM MEETINGS. WITH THE ULTIMATE GOAL OF AVOIDING AN OUT-OF-HOME CHILD PLACEMENT, THESE SERVICES ENCOMPASS THE ENTIRE FAMILY WITH SHARED GOALS AND SUCCESSES. IN ADDITION TO MANY COMMUNITY-BASED PROGRAMS THAT FILL THE GAPS BETWEEN AVAILABLE LOCAL RESOURCES AND IDENTIFIED NEEDS, LSI IS A PARTNER ON STATEWIDE CONTRACTS FOR RECRUITING, TRAINING, AND SUPPORTING IOWA'S FOSTER/ADOPTIVE FAMILIES AND FAMILY SAFETY, RISK AND PERMANENCY (FRSP) SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,107,620 | ExpenseAmt |
| Grant | $39,333 | GrantAmt |
| Revenue | $6,105,854 | RevenueAmt |
| Desc | "RESIDENTIAL SERVICES" FOCUSES ON FAMILY-CENTERED, STRENGTH-BASED TREATMENT FOR CHILDREN THROUGH RESIDENTIAL TREATMENT, PSYCHIATRIC MEDICAL INSTITUTE FOR CHILDREN (PMIC), SHELTER CARE, AND EMERGENCY SERVICES, LSI PROVIDES SERVICES TO CHILDREN AGE 5-18 THAT LIVE AT ONE OF LSI'S RESIDENTIAL TREATMENT CENTERS WHILE THEY ARE IN CARE. UTILIZING A TRAUMA-SENSITIVE CARE APPROACH, STAFF DELIVER AN INDIVIDUALIZED APPROACH FOR EACH CHILD'S EMOTIONAL AND/OR BEHAVIORAL NEEDS. FAMILY ENGAGEMENT IS KEY TO BETTER OUTCOMES FOR CHILDREN IN OUT-OF-HOME-CARE, INCLUDING SHORTENING LENGTH OF STAY AND AVOIDING FAMILY DISRUPTION. FAMILY SUPPORT WEEKENDS ALLOW FAMILIES TO ATTEND AN INTENSIVE TRAINING AND SUPPORT WEEKEND TO HELP THEIR CHILD SUCCEED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,851,561 | ExpenseAmt |
| Grant | $13,579 | GrantAmt |
| Revenue | $7,117,595 | RevenueAmt |
| Desc | "SERVICES FOR PEOPLE WITH DISABILITIES" HELPS INDIVIDUALS GAIN AND MAINTAIN INDEPENDENCE AND ASSISTS CAREGIVERS AND FAMILY MEMBERS BY PROVIDING CRUCIAL RESPITE CARE, WHICH HELPS TO PREVENT OUT-OF-HOME PLACEMENT OF INDIVIDUALS WITH DISABILITIES. CONSUMERS CAN TAKE ADVANTAGE OF HOURLY OR 24-HOUR SERVICES TO HELP THEM LEARN LIFE SKILLS AND ACHIEVE INDIVIDUAL GOALS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $4,062,490 | $19,456 | $3,967,491 | "EARLY CHILDHOOD SERVICES" SEEK TO PREVENT CHILD ABUSE AND NEGLECT, AND BUILD HEALTHY FAMILIES. SERVICES ARE GENERALLY DELIVERED IN THE FAMILIES HOME, TEACHING PROPER PARENTING SKILLS AND PROMOTING CHILD HEALTH AND DEVELOPMENT. |
| $1,238,608 | $134,284 | $858,776 | "REFUGEE COMMUNITY SERVICES" SUPPORT REFUGEES IN CONNECTING ELDERLY REFUGEES TO COMMUNITY RESOURCES, PROVIDE EMPLOYMENT READINESS SERVICES FOR INDIVIDUALS WHO FACE HIGH BARRIERS TO EMPLOYMENT, PROVIDE ENGLISH LANGUAGE TRAINING, HELP REFUGEES AND IMMIGRANTS OBTAIN CITIZENSHIP, HELP SUPPORT THEM IN SAVING AND MAKING LARGE ASSET PURCHASES AND SUPPORT REFUGEES IN COMMUNITY GARDENING INITIATIVES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,301,098 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $153,740 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,826,267 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $32,334,387 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1495 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIZ KURTT | PersonNm |
| Phone | 3198593533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3125 COTTAGE GROVE AVE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50311 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| CAROL BIRKLAND | |||||||
| DIRECTOR | 1.00 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BISHOP MICHAEL BURK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE FERGUS | |||||||
| DIRECTOR | 1.00 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JERRY GALLMEYER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE JACKSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV BRIAN KING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV CHRISTIAN MEIER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JODI MONGAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA PLEUSS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP RODGER PROIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP STEVE ULLESTAD | |||||||
| DIRECTOR | 1.00 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| REV RITVA WILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRIS OHLE | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHERRY BECKER | |||||||
| VICE-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JANET MELBY | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LIZ KURTT | |||||||
| VP OF FINANCE/CFO | 40.00 | $85,556 | $0 | $16,903 | Yes (X) | ||
| JOHN TWARDOS | |||||||
| PRESIDENT/CEO | 40.00 | 1.00 | $226,243 | $0 | $44,527 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $311,799 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,430 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHILDREN'S SQUARE USA | |||||
| PO BOX 8-C | COUNCIL BLUFFS | IA | 51503 | FOSTER CARE AND ADOPTION SUPPORT SVS | $330,915 |
| GENESIS VISITING NURSE SERVICE | |||||
| 1227 E RUSHOLME STREET | DAVENPORT | IA | 52803 | HOME VISITATION SERVICES | $208,441 |
| GRAPETREE MEDICAL STAFFING | |||||
| 2501 BOJI BEND DR STE 100 | MILFORD | IA | 51351 | SUPPORT SVS FOR INDV WITH DISABILITIES | $204,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $589,344 | FederatedCampaignsAmt |
| Fundraising | $32,979 | FundraisingAmt |
| Related Organizations | $1,564,169 | RelatedOrganizationsAmt |
| All Other Contributions | $134,616 | AllOtherContributionsAmt |
| Total Contributions | $2,321,108 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAID | 624100 | $19,904,486 | $19,904,486 |
| SERVICE FEES & REIMBURSEMENTS | 624100 | $11,814,989 | $11,814,989 |
| MANAGEMENT FEE | 541610 | $15,000 | $15,000 |
| RENTAL INCOME | 531120 | $8,872 | $8,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,743,347 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,192 | TotalRevenueColumnAmt |
| Exclusion | $24,192 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,155,420 | SecuritiesAmt |
| Other | $26,221 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,155,680 | SecuritiesAmt |
| Other | $4,199 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$260 | SecuritiesAmt |
| Other | $22,022 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,762 | TotalRevenueColumnAmt |
| Exclusion | $21,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,920 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $32,979 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $23,527 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,393 | TotalRevenueColumnAmt |
| Exclusion | $43,393 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| REIMBURSEMENTS | 900099 | $100,000 | $100,000 | |
| FOOD SERVICE/CATERING | 722320 | $31,286 | $31,286 | |
| OTHER INCOME | 900099 | $19,537 | $19,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $150,823 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,304,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,743,347 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,286 | UnrelatedBusinessRevenueAmt |
| Exclusion | $208,884 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,327 | TotalAmt |
| Program Services | $377,327 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,210 | TotalAmt |
| Program Services | $335,889 | ProgramServicesAmt |
| Management And General | $29,857 | ManagementAndGeneralAmt |
| Fundraising | $7,464 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,732,965 | TotalAmt |
| Program Services | $21,291,407 | ProgramServicesAmt |
| Management And General | $1,903,535 | ManagementAndGeneralAmt |
| Fundraising | $538,023 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,735 | TotalAmt |
| Program Services | $142,499 | ProgramServicesAmt |
| Management And General | $13,447 | ManagementAndGeneralAmt |
| Fundraising | $3,789 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,688,529 | TotalAmt |
| Program Services | $1,508,051 | ProgramServicesAmt |
| Management And General | $141,258 | ManagementAndGeneralAmt |
| Fundraising | $39,220 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,276,431 | TotalAmt |
| Program Services | $2,033,308 | ProgramServicesAmt |
| Management And General | $190,310 | ManagementAndGeneralAmt |
| Fundraising | $52,813 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,004 | TotalAmt |
| Management And General | $52,004 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,661 | TotalAmt |
| Management And General | $156,661 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,064 | TotalAmt |
| Management And General | $19,064 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470,979 | TotalAmt |
| Program Services | $1,363,522 | ProgramServicesAmt |
| Management And General | $95,676 | ManagementAndGeneralAmt |
| Fundraising | $11,781 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,454 | TotalAmt |
| Program Services | $56,091 | ProgramServicesAmt |
| Management And General | $2,965 | ManagementAndGeneralAmt |
| Fundraising | $29,398 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,578 | TotalAmt |
| Program Services | $206,898 | ProgramServicesAmt |
| Management And General | $48,767 | ManagementAndGeneralAmt |
| Fundraising | $12,913 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,830 | TotalAmt |
| Program Services | $245,935 | ProgramServicesAmt |
| Management And General | $53,076 | ManagementAndGeneralAmt |
| Fundraising | $3,819 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,428 | TotalAmt |
| Program Services | $937,004 | ProgramServicesAmt |
| Management And General | $65,294 | ManagementAndGeneralAmt |
| Fundraising | $11,130 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,018 | TotalAmt |
| Program Services | $1,825,999 | ProgramServicesAmt |
| Management And General | $24,689 | ManagementAndGeneralAmt |
| Fundraising | $8,330 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,005 | TotalAmt |
| Program Services | $599,570 | ProgramServicesAmt |
| Management And General | $53,803 | ManagementAndGeneralAmt |
| Fundraising | $9,632 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,875 | TotalAmt |
| Program Services | $219,237 | ProgramServicesAmt |
| Management And General | $23,024 | ManagementAndGeneralAmt |
| Fundraising | $4,614 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT | $511,454 | $240,855 | $265,252 | $5,347 |
| TRAIN/DEVELOP STAFF | $289,373 | $251,725 | $34,148 | $3,500 |
| PROGRAM SUPPLIES | $274,313 | $272,593 | $1,459 | $261 |
| BAD DEBT EXPENSE | $217,986 | $186,697 | $18,991 | $12,298 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,902 | TotalAmt |
| Program Services | $239,780 | ProgramServicesAmt |
| Management And General | $19,327 | ManagementAndGeneralAmt |
| Fundraising | $15,795 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,317,121 | TotalAmt |
| Program Services | $32,334,387 | ProgramServicesAmt |
| Management And General | $3,212,607 | ManagementAndGeneralAmt |
| Fundraising | $770,127 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,692,366 | BOYAmt |
| EOY | $3,732,705 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $939,365 | BOYAmt |
| EOY | $995 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,752 | BOYAmt |
| EOY | $229,497 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,020,697 | BOYAmt |
| EOY | $4,755,876 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,392 | BOYAmt |
| EOY | $299,983 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,068,719 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,918,715 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,619,281 | BOYAmt |
| EOY | $6,150,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,850 | BOYAmt |
| EOY | $112,144 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,439,783 | BOYAmt |
| EOY | $9,481,468 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,371,486 | BOYAmt |
| EOY | $24,762,672 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,102,680 | BOYAmt |
| EOY | $2,777,836 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,617 | BOYAmt |
| EOY | $848,270 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,842,297 | BOYAmt |
| EOY | $3,626,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,495,437 | BOYAmt |
| EOY | $11,010,928 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,234,779 | BOYAmt |
| EOY | $8,322,939 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,798,973 | BOYAmt |
| EOY | $1,802,699 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,529,189 | BOYAmt |
| EOY | $21,136,566 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,371,486 | BOYAmt |
| EOY | $24,762,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,012,496 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,618 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$376,509 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,074,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,177,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,873,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,352,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,321,108 | CurrentTaxYearAmt |
| Total | $11,799,027 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,384,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,635,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,454,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,734,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,743,347 | CurrentTaxYearAmt |
| Total | $153,952,251 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $272,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $186,457 | CurrentTaxYearAmt |
| Total | $964,261 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,731,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,967,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,480,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,284,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,250,912 | CurrentTaxYearAmt |
| Total | $166,715,539 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $71,998 | CurrentTaxYearAmt |
| Total | $71,998 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,812,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,809,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,865,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,770,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,946,143 | CurrentTaxYearAmt |
| Total | $72,204,339 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,812,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,809,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,865,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,770,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,018,141 | CurrentTaxYearAmt |
| Total | $72,276,337 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $94,439,202 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,192 | CurrentTaxYearAmt |
| Total | $191,721 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,192 | CurrentTaxYearAmt |
| Total | $191,721 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $162,930 | CurrentTaxYearAmt |
| Total | $805,399 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,959,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,147,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,677,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,490,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,438,034 | CurrentTaxYearAmt |
| Total | $167,712,659 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.56310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.57790 | PublicSupportPY509Pct |
| Investment Income CY | 0.00110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $14,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $5,064 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $19,064 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1-G, LOBBYING ACTIVITIES: A PAID CONSULTANT LOBBIES THE IOWA LEGISLATURE. PART II-B LINE 1-I, OTHER ACTIVITIES: LSI SPONSORS AN EVENT TO INFORM VOLUNTEERS ON PUBLIC POLICY ISSUES OF HUMAN SERVICES AND ENCOURAGES THEM TO ADVOCATE TO THEIR STATE LEGISLATORS ON THOSE ISSUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $68,136 | BeginningBalanceAmt |
| Additions During Year | $382,093 | AdditionsDuringYearAmt |
| Distributions During Year | $391,265 | DistributionsDuringYearAmt |
| Ending Balance | $58,964 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,798,973 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $726 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,802,699 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,785,325 | BeginningYearBalanceAmt |
| Contributions | $12,925 | ContributionsAmt |
| Investment Earnings Or Losses | $723 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,798,973 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,781,805 | BeginningYearBalanceAmt |
| Contributions | $2,800 | ContributionsAmt |
| Investment Earnings Or Losses | $720 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,785,325 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,777,989 | BeginningYearBalanceAmt |
| Contributions | $3,100 | ContributionsAmt |
| Investment Earnings Or Losses | $716 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,781,805 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,753,683 | BeginningYearBalanceAmt |
| Contributions | $23,594 | ContributionsAmt |
| Investment Earnings Or Losses | $712 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,777,989 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $436,583 | OtherCostOrOtherBasisAmt |
| Book Value | $436,583 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,293,948 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,258,252 | DepreciationAmt |
| Book Value | $5,035,696 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,339,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,926,237 | DepreciationAmt |
| Book Value | $412,974 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $998,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $734,226 | DepreciationAmt |
| Book Value | $264,751 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,150,004 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSETS HELD BY LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION, INC. | Desc |
| Book Value | $9,481,468 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,481,468 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCES | Desc |
| Amt | $848,270 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $848,270 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,910,613 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,618 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$352,982 | OtherRevenueAmt |
| Revenue Not Reported | -$356,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,267,213 | RevenueSubtotalAmt |
| Other Revenues Not Included | $37,412 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $37,412 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,304,625 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,340,648 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $23,527 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $23,527 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,317,121 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,317,121 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | LSI IS THE DESIGNATED REPRESENTATIVE PAYEE FOR CERTAIN CONSUMERS WHO RECEIVE OTHER PROGRAM SERVICES. IN ADDITION, LSI IS THE CUSTODIAN OF FUNDS FOR CERTAIN CHILDREN WHO LIVE IN ONE OF THE RESIDENTIAL TREATMENT CENTERS. ALL CUSTODIAL FUNDS ARE SEGREGATED FROM LSI'S CASH ACCOUNTS. |
| PART V, LINE 4: | ENDOWMENT FUNDS INCLUDE GIFTS WHICH REQUIRE, BY DONOR RESTRICTION, THAT THE CORPUS OF THE GIFT BE INVESTED IN PERPETUITY AND ONLY THE INCOME BE MADE AVAILABLE FOR PROGRAM OPERATIONS ACCORDING TO EXPLICIT DONOR STIPULATIONS. |
| PART X, LINE 2: | LSI IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. LSI FOLLOWS THE STANDARDS FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED NO LIABILITY SHOULD BE RECORDED FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 23,527. CHANGE IN NET ASSETS HELD BY LSI CHARITABLE FOUNDATION, INC. -376,509. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS RESTRICTED FOR BUILDINGS AND EQUIPMENT 15,390. GAIN ON SALE OF BUILDING AND EQUIPMENT 22,022. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 23,527. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLUE SKY DAY | Event1Nm |
| Gross Receipts Event1 | $67,052 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,762 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $63,290 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $476 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,040 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,817 | OtherDirectExpensesEvent1Amt |
| Event2 | REFUGEE EMPOWER LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $32,847 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $29,217 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,630 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,326 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,225 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,643 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $99,899 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $32,979 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,920 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,326 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,701 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,040 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,460 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,527 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $43,393 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CLOTHING | 73 | $3,104 |
| BLUE SKY RIDE ASSISTANCE | 110 | $17,863 |
| ADOPTION/FOSTER CARE | 558 | $66,900 |
| ENGAGEMENT ASSISTANCE | 193 | $5,987 |
| IDA FEDERAL MATCH | 82 | $129,213 |
| OTHER ASSISTANCE | 907 | $154,260 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PAYMENTS ARE NOT MADE TO INDIVIDUALS DIRECTLY, INSTEAD PAYMENTS ARE MADE DIRECTLY TO THE SERVICE PROVIDERS ENSURING PROPER USAGE CONSISTENT WITH THE INTENDED PURPOSE OF THE ASSISTANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN TWARDOS | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $226,243 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $24,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,527 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $270,770 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | LUTHERAN SERVICES IN IOWA, INC. (LSI) IS AFFILIATED WITH THE THREE IOWA SYNODS OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE BY-LAWS REQUIRE THE SYNOD COUNCILS OF THE IOWA SYNODS TO ELECT NINE OF THE FIFTEEN BOARD MEMBERS, WITH NOMINATIONS MADE BY THE GOVERNANCE COMMITTEE OF THE LSI BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | PROPOSED AMENDMENTS TO THE ARTICLES OR BY-LAWS RELATED TO AFFILIATION WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) MUST HAVE THE APPROVAL OF THE ELCA AND THE BISHOPS OF THE IOWA SYNODS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. PRIOR TO FILING, FORM 990 WAS DISTRIBUTED BY ELECTRONIC MAIL TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND THE AUDIT COMMITTEE FOR THEIR REVIEW. MEMBERS WERE INSTRUCTED TO DIRECT QUESTIONS OR CONCERNS TO THE AUDIT COMMITTEE, PRESIDENT/CEO, OR VICE PRESIDENT OF ADMINISTRATION. THE AUDIT COMMITTEE, COMPOSED OF A MEMBER OF THE BOARD OF DIRECTORS AND TWO EXTERNAL FINANCIAL PROFESSIONALS, HELD A MEETING PRIOR TO FILING TO REPORT ON THE RESULTS OF THE REVIEW AND ADDRESS ALL QUESTIONS OR CONCERNS. IN ADDITION, THE DIRECTOR OF FINANCE AND VICE PRESIDENT OF ADMINISTRATION REVIEWED THE FORM 990 PRIOR TO DISTRIBUTING TO THE BOARD OF DIRECTORS AND THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ACCOMPLISHED BY EVERY EMPLOYEE AND MEMBER OF THE BOARD OF DIRECTORS COMPLETING AN ANNUAL FORM TO DISCLOSE SPECIFIC RELATIONSHIPS OR SITUATIONS THAT COULD BE A POTENTIAL CONFLICT OF INTEREST. FOR EMPLOYEES, EACH ITEM DISCLOSED IS REVIEWED BY THE CAPACITY DEVELOPMENT DEPARTMENT FOR APPROPRIATENESS AND ANY NECESSARY ACTIONS; DOCUMENTATION IS MAINTAINED IN THE EMPLOYEE'S FILE. FOR THE BOARD OF DIRECTORS, ANY ITEMS DISCLOSED ARE REVIEWED BY MANAGEMENT, AND IF THERE WOULD BE ANY CONFLICT CONCERNS THE BOARD GOVERNANCE COMMITTEE WOULD BECOME INVOLVED. THE PROCESS, DELIBERATION AND CONCLUSIONS RELATED TO ANY POTENTIAL OR ACTUAL CONFLICT ARE DOCUMENTED IN THE MINUTES OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | MEMBERS OF THE BOARD OF DIRECTORS SERVE VOLUNTARILY, AND DO NOT RECEIVE COMPENSATION AND BENEFITS. MEMBERS OF THE BOARD OF DIRECTORS SERVE VOLUNTARILY, AND DO NOT RECEIVE COMPENSATION AND BENEFITS. FOR THE PRESIDENT/CEO, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL PERFORMANCE REVIEW FOLLOWING WRITTEN INPUT FROM BOARD MEMBERS. THE EXECUTIVE COMMITTEE PROVIDES A RECOMMENDATION TO THE BOARD OF DIRECTORS OF A SALARY AND COMPENSATION PACKAGE FOR THE PRESIDENT/CEO BASED ON PERFORMANCE AND COMPARISON INFORMATION FROM STUDIES OF COMPENSATION PAID TO OTHER EXECUTIVES DOING SIMILAR WORK IN SIMILAR ORGANIZATIONS. THE PRESIDENT/CEO HAS A WRITTEN EMPLOYMENT AGREEMENT DESCRIBING COMPENSATION AND BENEFITS. 2018 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSON, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023, FORM 990, FORM 990-T, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST BY: -CALLING LIZ KURTT AT 319-859-3533 -MAILING THE REQUEST TO: 3125 COTTAGE GROVE AVE., DES MOINES, IA 50311 -E-MAILING THE REQUEST THROUGH THE WEBSITE, WWW.LSIOWA.ORG |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS HELD BY LSI CHARITABLE FOUNDATION, INC. -376,509. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3125 COTTAGE GROVE AVE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421254906 | EIN |
| Primary Activities | SUPPORT LUTHERAN SERVICES IN IOWA, INC. IN PROVIDING SOCIAL MINISTRY SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES IN IOWA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION INC | ||
| C | $1,564,169 | FMV |
| LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION INC | ||
| L | $15,000 | FMV |
| LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION INC | ||
| Q | $100,000 | FMV |