2019-10-25T13:18:07-05:00 2019-03-31 463330935 AVENSON HAMANN CPAS LLP 1779 WELLS BRANCH PKWY 110B-292 AUSTIN TX 78728 990 2018-04-01 741109745 LUTHERAN SOCIAL SERVICES OF THE SOUTH INC LUTH 5124591000 PO BOX 140767 AUSTIN TX 78714 HOLLY RAYMOND SR. VP OF FINANCE 5124591000 2019-09-25 1 CATHERINE AVENSON P01259734 5126939131 47.220.164.112 2019-10-25 13:18:03 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7FBB1FF3FA313FF48503ED9694125008F8DDFE26 2018 2020-01-14 16:20:31Z DR KURT SENSKE PO BOX 140767 AUSTIN TX 78714 72248553 0 9386 X WWW.UPBRING.CORG X 1926 TX OUR MISSION IS TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN, FAMILIES AND COMMUNITIES. 11 11 1003 600 0 0 25575386 35718803 29540454 30942201 1587994 1009507 181304 521855 56885138 68192366 13343082 15054827 0 0 29599198 33173248 0 0 1759909 13529596 12651452 56471876 60879527 413262 7312839 52768206 53483735 8272964 1637461 44495242 51846274 X OUR MISSION IS TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN, FAMILIES AND COMMUNITIES. 0 0 17541798 10429358 20293056 OUR CHILDREN'S SERVICES INCLUDED OUR FOSTER IN TEXAS PROGRAM WHERE A FAMILY PARTNERS WITH UPBRING TO OPEN THEIR HOME AND THEIR HEARTS TO A CHILD IN NEED, PROVIDING SUPPORT FOR IMMEDIATE NEEDS SUCH AS FOOD, CLOTHING AND SHELTER. UPBRING ALSO PROVIDES LONG-TERM SUPPORT TO HELP CHILDREN BUILD STRONG BONDS WITH THEIR NEW FAMILY MEMBERS. FOSTER PARENTS ARE TRAINED IN TRAUMA-INFORMED CARE, SO THEY CAN HELP THEIR CHILDREN HEAL FROM THE CIRCUMSTANCES THAT BROUGHT THEM INTO FOSTER CARE. ADOPTIONS OCCUR NATURALLY THROUGH THE FOSTER IN TEXAS PROGRAM, AND ARE COMPLEMENTED BY DOMESTIC AND INTERNATIONAL ADOPTION SERVICES TO HELP CHILDREN FIND THEIR FOREVER FAMILIES. BEREAL SUPPORTS YOUNG ADULTS AGING OUT OF FOSTER CARE WITH HOUSING, ASSISTANCE FOR BASIC NEEDS, AND A STRATEGY FOR ACHIEVING THEIR LIFE GOALS. 10509317 748021 10991908 RESIDENTIAL TREATMENT PROGRAMS INCLUDE LIFE-CHANGING WORK BEING DONE AT OUR NEW LIFE AND KRAUSE CHILDREN'S CENTERS THAT PROVIDE A SAFE PLACE FOR GIRLS FROM ACROSS TEXAS TO HEAL FROM CHILDHOOD TRAUMAS. UPBRING'S CHILDREN'S SHELTERS AND TRANSITIONAL FOSTER CARE PROGRAMS PROVIDE CARE AND SUPPORT FROM OUR COMPASSIONATE STAFF AND NURTURING FOSTER PARENTS UNTIL THEIR FAMILIES CAN BE LOCATED. 17133695 2581501 THE OFFICE OF REFUGEE RESETTLEMENT (ORR) IN TEXAS AND THROUGHOUT THE UNITED STATES HELPS NEW POPULATIONS INTEGRATE INTO AMERICAN LIFE BY CONNECTING THEM TO CRITICAL RESOURCES. UPBRING OPERATES FOUR ORR PROGRAMS IN TEXAS FOR CHILDREN WHO HAVE MIGRATED TO THE U.S. ALONE OR WITH OTHER MINORS. RATHER THAN BEING DEPORTED, CHILDREN WHO CROSS THE BORDER ALONE FROM CENTRAL AMERICA ARE TURNED OVER TO ORR, HELD IN DESIGNATED FACILITIES AND PROVIDED WITH SERVICES UNTIL THEIR FAMILY MEMBERS CAN BE LOCATED. THIS EXPERIENCE ALONE CAN BE SCARY, BUT THE STAFF AT UPBRING SHELTERS PROVIDE THE CHILDREN WITH AROUND-THE-CLOCK ATTENTION, CARING FOR THEIR PHYSICAL, EMOTIONAL AND SPIRITUAL WELL-BEING. 5296170 156459 150228 EDUCATION SERVICES INCLUDE HEADSTART AND EARLY HEADSTART PRESCHOOL PROGRAMS THAT HELP CHILDREN FROM LOW-INCOME FAMILIES PREPARE TO START KINDERGARTEN READY TO LEARN. EDUCATION SERVICES ALSO INCLUDE TWO NEW SCHOOLS: UPBRING SCHOOL OF ARTS AND SCIENCES IN AUSTIN AND UPBRING SCHOOL OF DISCOVERY AND LEADERSHIP IN HOUSTON. THE SCHOOLS PROVIDE EDUCATION SERVICES TO CHILDREN AGES SIX-WEEKS TO ELEMENTARY AGE, RESERVING SPACES FOR CHILDREN IN THE FOSTER CARE SYSTEM. 1373985 1139488 COMMUNITY SERVICES ARE PROVIDED PRIMARILY IN LUBBOCK, TEXAS AND HELP THOSE IN NEED WITH EMERGENCY ASSISTANCE FOR FOOD, UTILITIES, PRESCRIPTIONS, FREE HEALTH SCREENINGS AND CONSULTATIONS. 494706 COMMUNITY INTEGRATION AND INNOVATION INITIATIVES: AS FAMILIES CONTINUE TO FACE THE STRESSORS OF POVERTY, DRUG ADDICTION, ISOLATION AND OTHER RISK FACTORS THAT CAN LEAD TO THE ABUSE OF CHILDREN, OUR ATTENTION AND RESOURCES WILL CONTINUE TO BE FOCUSED ON DEVELOPING A FRAMEWORK DESIGNED TO DRIVE TRANSFORMATIVE CHANGE IN BREAKING THE CYCLE OF CHILD ABUSE THROUGH: INNOVATIVE PROGRAMS, NEW PARTNERSHIPS AND AN EXPANDING NETWORK OF COMMUNITY SERVICES. 7164861 1295947 150228 52349671 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 168 0 1003 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5124591000 8305 CROSS PARK DRIVE AUSTIN TX 78754 SIGMUND CORNELIUS CHAIR 1.00 7.00 X X 0 0 0 BILLY DYER BOARD MEMBER 1.00 7.00 X 0 0 0 MARK ETHEREDGE BOARD MEMBER 1.00 7.00 X 0 0 0 WOOD FRANKLIN SECRETARY 1.00 7.00 X X 0 0 0 REV EMMANUEL JACKSON BOARD MEMBER 1.00 7.00 X 0 0 0 TERRY KIESCHNICK BOARD MEMBER 1.00 7.00 X 0 0 0 REV MICHAEL NEWMAN BOARD MEMBER 1.00 7.00 X 0 0 0 JORDAN SCOTT BOARD MEMBER 1.00 7.00 X 0 0 0 SHARON SMITH VICE CHAIR 1.00 7.00 X X 0 0 0 MARY BETH GAERTNER BOARD MEMBER 1.00 7.00 X 0 0 0 BRETT CARLETON TREASURER 1.00 7.00 X X 0 0 0 ROXANNE RIEFKOHL-SIEGRIST BOARD MEMBER 1.00 7.00 X 0 0 0 DR KURT SENSKE CEO 40.00 7.00 X 319909 0 185523 MICHAEL LOO COO 40.00 7.00 X 371011 0 9082 HOLLY RAYMOND SR VP OF FINANCE 40.00 7.00 X 197797 0 6253 DONNA PALMER CHIEF EXTERNAL RELATIONS O 40.00 X 311999 0 5727 DAVID KAHLE SR VP AGENCY ADVANCEMENT 40.00 X 222199 0 9082 KRYSTALE BEZIO SR VP FAMILY SERVICES 40.00 X 201643 0 5350 KNOX KIMBERLY VP ADVOCACY AND EDUCATION 40.00 X 197719 0 5350 MURRAY CHANOW VP COMMUNITY INTEGRATION 40.00 X 190651 0 5350 CAROLYN PAGANONI SR VP HUMAN RESOURCES 40.00 X 187026 0 5350 2199954 0 237067 13 0 1 0 SHINE EARLY LEARNING INC 63 WEST 125TH 6TH FLOOR NEW YORK NY 10027 HEADSTART/EARLY HEAD START TRAINING 826615 DON BETO'S RESTAURANT & CATERING 109 NO MAIN STREET LA FERIA TX 78559 CATERING 440596 ONSUPPORT CORPORATION 8217 SHOAL CREEK BLVD SUITE 104A AUSTIN TX 78757 IT SUPPORT 282487 HEIMSATH ARCHITECTS 7509 MANCHACA ROAD BLDG 4 AUSTIN TX 78745 ARCHITECTURE SERVICES FOR REMODEL 223418 EMERGENT ORDER LLC 3820 SOUTH CONGRESS BLDG 2 AUSTIN TX 78704 MARKETING SERVICES 175000 7 82010 589025 7624002 22434130 4989636 7909242 35718803 ROUTINE SERVICES 623990 30828605 30828605 OTHER PROGRAM SERVICES 623990 113596 113596 30942201 996076 996076 58057 58057 225747 0 225747 225747 225747 3765135 3751704 13431 13431 13431 100570 589025 304483 -203913 -203913 EARNINGS FROM BENEFICIAL INTEREST 900099 174720 174720 OTHER REVENUES 900099 171388 171388 MANAGEMENT FEES 900099 59144 59144 36712 36712 441964 68192366 31435192 0 1038371 15054827 15054827 1530391 548030 551651 430710 27808353 23492723 3503084 812546 1296750 1155585 134269 6896 2537754 2087190 347005 103559 178409 51738 126671 60682 60682 85764 85764 2290725 1408738 881987 96946 74383 11764 10799 637859 421363 90679 125817 813690 271851 467510 74329 4581783 4524962 50755 6066 1071821 900255 111291 60275 255749 148786 88250 18713 262870 240413 19746 2711 712663 633689 70191 8783 OTHER EXPENSES 1443590 1111701 233891 97998 EQUIPMENT RENTAL AND MA 158901 137673 20521 707 60879527 52349671 6769947 1759909 1784231 2022635 254050 379568 5501368 5619746 931629 902273 488043 206400 7954426 6316977 1780220 1637449 30735724 21302526 11292196 15154707 745 6258431 52768206 53483735 4050728 5044268 600494 789691 3621742 -4196498 8272964 1637461 X 26639818 33597979 10700380 11141159 7155044 7107136 44495242 51846274 52768206 53483735 7312839 38193 0 X 0 1 X 1 1 1 X 14351640 7732883 22452241 25575386 35718803 105830953 14351640 7732883 22452241 25575386 35718803 105830953 105830953 171085 575554 759907 1177498 1279880 3963924 354450 49094 124570 441964 970078 110764955 218457864 0.95550 0.95560 X 1975110 533411 36904 2471617 6972532 10000 123843 5131265 1975110 6764412 93883 122614 8377 6972532 7777628 44660 -265628 792248 6764412 7763757 178445 2986 167560 7777628 0.88330 0.11670 1 0 563631 563631 237064 178067 58997 546090 279037 267053 2240241 2103279 136962 4367400 3756594 610806 1637449 JPMORGAN CORE BOND-R6 5895839 F FIDELITY 500 INDEX FD-AI 9258868 F 15154707 AUCTION ITEM INVENTORY 8438 DEPOSITS 79795 BENEFICIAL INTERESTS 6170198 6258431 PAYABLE TO RELATED ENTITY -4196498 -4196498 X PART V, LINE 4: BENEFIT CHILDREN'S SERVICES, SENIOR SERVICES, AND/OR ADOPTIONS, AS SPECIFIED BY EACH ENDOWMENT RESTRICTION. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR INCOME TAXES UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS, IF ANY EXIST, UNDER THIS TOPIC. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY OF INCOME TAXES BAED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD FOR THE RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS, WHICH INCLUDES THE ACCOUNTING FOR INTEREST AND PENALTIES RELATING TO TAX POSITIONS. THE ORGANIZATION CURRENTLY DOES NOT HAVE ANY TAX POSITIONS THAT IT WOULD CONSIDER UNCERTAIN AT MARCH 31, 2019. 1 FOSTER PARENT SUPPORT 307 11166096 FOOD FOR CHILDREN IN OUR CARE 5025 1258074 PURCHASE PRICE FOOD CLOTHING, PERSONAL CARE, EDUCATIONAL ITEMS, RENT AND UTILITY ASSISTANCE 10208 2630657 PART I, LINE 2: FOSTER PARENTS RECEIVE PAYMENTS FOR EXPENSES INCURRED FOR THE CARE OF FOSTER CHILDREN IN THEIR HOME. THE AMOUNT OF THE PAYMENT IS SET BY THE STATE AND IS BASED ON THE LEVEL OF CARE NEEDED FOR THE CHILD. ALL FOSTER PARENTS ARE LICENSED BY THE STATE AND CREDENTIALS ARE ROUTINELY REVIEWED BY LSSS TO ENSURE THE FOSTER FAMILIES STAY IN COMPLIANCE. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR KURT SENSKE CEO 319909 0 0 0 0 0 52764 0 132759 0 505432 0 0 0 MICHAEL LOO COO 371011 0 0 0 0 0 0 0 9082 0 380093 0 0 0 HOLLY RAYMOND SR VP OF FINANCE 197797 0 0 0 0 0 0 0 6253 0 204050 0 0 0 DONNA PALMER CHIEF EXTERNAL RELATIONS O 311999 0 0 0 0 0 0 0 5727 0 317726 0 0 0 DAVID KAHLE SR VP AGENCY ADVANCEMENT 222199 0 0 0 0 0 0 0 9082 0 231281 0 0 0 KRYSTALE BEZIO SR VP FAMILY SERVICES 201643 0 0 0 0 0 0 0 5350 0 206993 0 0 0 KNOX KIMBERLY VP ADVOCACY AND EDUCATION 197719 0 0 0 0 0 0 0 5350 0 203069 0 0 0 MURRAY CHANOW VP COMMUNITY INTEGRATION 190651 0 0 0 0 0 0 0 5350 0 196001 0 0 0 CAROLYN PAGANONI SR VP HUMAN RESOURCES 187026 0 0 0 0 0 0 0 5350 0 192376 0 0 0 X 141490 FMV X 6 45617 FMV X 1 2201 FMV X LOAN FORGIVENESS 1 7624002 FMV X AUCTION ITEMS 471 95932 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B STAFF REVIEWS FORM 990 AND PROVIDES A COPY TO THE BOARD OF DIRECTORS TO REVIEW AND APPROVE AT A BOARD MEETING. THE BOARD MEETING MINUTES DOCUMENT THE REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. ALL MUST AFFIRM THAT THEY COMPLY WITH THE POLICY. BOARD MEMBERS WITH A POTENTIAL CONFLICT ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON DECISIONS FROM WHICH THEY COULD PERSONALLY BENEFIT. FORM 990, PART VI, SECTION B, LINE 15 LSSS REVIEWS THE COMPENSATION OF ITS CEO, OFFICERS, TOP EXECUTIVES AND KEY EMPLOYEES ANNUALLY. NONPROFIT COMPENSATION DATA IS USED TO EVALUATE AND SET A SALARY GRADE SYSTEM FOR ALL EMPLOYEES. THE CHAIR OF THE BOARD ANNUALLY APPOINTS A PERSONNEL COMMITTEE, COMPRISED OF FIVE BOARD MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE OFFICER WHOSE SALARY THEY ARE REVIEWING. THE PERSONNEL COMMITTEE VOTES TO APPROVE THE COMPENSATION ARRANGEMENT AND SHARES THE DETAILS WITH THE FULL BOARD OF DIRECTORS. THE COMMITTEE USES A WIDE RANGE OF COMPARABILITY DATA, INCLUDING A REVIEW OF SALARIES PAID BY SIMILARLY SITUATION NON-PROFIT ORGANIZATIONS WITH COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. VILLAGE AT GLEANNLOCH FARMS INC PO BOX 140767 AUSTIN TX 78714 743018046 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 LUTHERAN PROPERTIES INC PO BOX 140767 AUSTIN TX 78714 900199991 TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 ELCA COPPERFIELD VILLAGE PO BOX 140767 AUSTIN TX 78714 743018044 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 12A, I LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 LUTHERAN SOCIAL SERVICES DISASTER RESPONSE PO BOX 140767 AUSTIN TX 78714 204781648 TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 LUBBOCK LUTHERAN RETIREMENT CORP PO BOX 140767 AUSTIN TX 78714 743016365 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 12A, I LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 LUTHERAN AFFORDABLE HOUSING CORP PO BOX 140767 AUSTIN TX 78714 204340295 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 12A, I LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 LUTHERAN RTC SENIOR SERVICES INC PO BOX 140767 AUSTIN TX 78714 300278534 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 BOKENKAMP CHILDREN'S RESIDENTIAL TREATMENT CENTER PO BOX 140767 AUSTIN TX 78714 300278539 TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 NEW LIFE CHILDREN'S RESIDENTIAL TREATMENT CENTER PO BOX 140767 AUSTIN TX 78714 300278544 TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 KRAUSE CHILDREN'S RESIDENTIAL TREATMENT CENTER PO BOX 140767 AUSTIN TX 78714 300278536 TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 NELSON CHILDREN'S RESIDENTIAL TREATMENT CENTER PO BOX 140767 AUSTIN TX 78714 300278537 TO BREAK THE CYCLE OF CHILD ABUSE BY EMPOWERING CHILDREN/FAMILIES/COMMUNITIE TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 LUTHERAN SENIOR SERVICES PO BOX 140767 AUSTIN TX 78714 201737867 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 KRUSE MEMORIAL LUTHERAN VILLAGE INC PO BOX 140767 AUSTIN TX 78714 260097991 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 LUTHERAN SOCIAL SERVICES BENEVOLENCE FOUNDATION PO BOX 140767 AUSTIN TX 78714 204781682 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF THE SOUTH 0 PEACE LAKE TOWERS INC PO BOX 140767 AUSTIN TX 78714 720860023 TO PROVIDE HELP, HEALING AND HOPE IN THE NAME OF JESUS CHRIST TX 501(C)(3) LINE 12A, I LUTHERAN SOCIAL SERVICES OF THE SOUTH 1 0 1 1 1 1 0 0 0 0 1 1 0 0 1 1 0 1 0 0 LUTHERAN PROPERTIES INC K 1446351 FMV VILLAGE AT GLEANNLOCH FARMS INC C 7624002 FMV LUTHERAN SOCIAL SERVICES DISASTER RESPONSE D 1575280 FMV LUTHERAN SOCIAL SERVICES DISASTER RESPONSE O 980426 FMV