LUTHERAN SERVICES IN AMERICA INCORPORATED: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN SERVICES IN AMERICA INCORPORATED (EIN 36-3304707)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-12
- IRS object ID
- 201813169349303691
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T15:46:09-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 1966 GREENSPRING DRIVE SUITE 300 | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210934161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363304707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES IN AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 8006643848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MARYLAND AVENUE NE SUITE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE HABERAECKER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8006643848 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID TRIMNER | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 4104530900 | 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 | 2018-11-12 | IPDt |
| IP Tm | 12:05:34 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 46DD177180BE520AABFFD8C298EF1949E67E62B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 48FB96C2C824C9A755BE195929E44C7DF1071BED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLOTTE HABERAECKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MARYLAND AVENUE NE SUITE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,665,973 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUTHERANSERVICES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SERVICE TO OVER 300 LUTHERAN HEALTH & SOCIAL SERVICES AGENCIES - SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,746,714 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,944,016 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $713,716 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $655,952 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,656 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,584 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,460 | PYOtherRevenueAmt |
| CY Other Revenue | $33,421 | CYOtherRevenueAmt |
| PY Total Revenue | $3,498,546 | PYTotalRevenueAmt |
| CY Total Revenue | $3,665,973 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $796,270 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $836,690 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,532,307 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,549,318 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $219,012 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,003,714 | PYOtherExpensesAmt |
| CY Other Expenses | $1,107,077 | CYOtherExpensesAmt |
| PY Total Expenses | $3,332,291 | PYTotalExpensesAmt |
| CY Total Expenses | $3,493,085 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $166,255 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $172,888 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,773,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,424,141 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,152,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $629,715 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,621,538 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,794,426 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LUTHERAN SERVICES IN AMERICA INCORPORATED (LSA) CHAMPIONS LUTHERAN SOCIAL MINISTRY BY BUILDING VALUABLE CONNECTIONS, AMPLIFYING OUR VOICES AND EMPOWERING OUR MEMBERS IN THEIR MISSION TO ANSWER GOD'S CALL TO LOVE AND SERVE OUR NEIGHBOR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,782,868 | ExpenseAmt |
| Grant | $834,340 | GrantAmt |
| Revenue | $303,823 | RevenueAmt |
| Desc | CREATING MEMBER SOLUTIONS:LUTHERAN SERVICES IN AMERICA CREATES THE ENVIRONMENT FOR THE MEMBERS OF OUR NETWORK TO LEARN, GROW AND THRIVE. WE CONVENE THE COMMUNITY BY CONNECTING OUR MEMBERS IN ORDER TO HELP SUSTAIN AND EXPAND THEIR SERVICES BY: - CREATING OPPORTUNITIES FOR PEER-TO-PEER LEARNING, NETWORK COLLABORATION, LEARNING COHORTS, CONFERENCES, WEBINARS AND GROUP PROJECTS. - FOSTERING COMMUNITIES OF PRACTICE, LUTHERAN SERVICES IN AMERICA BRINGS TOGETHER MEMBERS WITH SHARED INTERESTS AND CHALLENGES TO FIND INNOVATIVE SOLUTIONS SPECIFIC TO CHILDREN, YOUTH AND FAMILIES, PEOPLE WITH DISABILITIES, COMMUNITY RESILIENCE AND SENIOR SERVICES. - STRENGTHENING AND EXPANDING FAITH-BASED CONNECTIONS.PROGRAM SERVICE ACCOMPLISHMENTS:LUTHERAN SERVICES IN AMERICA CREATES VALUE FOR THE MEMBERS OF OUR NETWORK BY DEVELOPING NEW CAPABILITIES, FINDING SYNERGIES AND PROVIDING FUNDING, SERVICE AND PARTNERSHIP OPPORTUNITIES. WE WORK WITH GOVERNMENT FUNDERS, PRIVATE AND COMMUNITY FOUNDATIONS, INDIVIDUAL DONORS, MEMBERS AND CORPORATE PARTNERS TO DEVELOP OPPORTUNITIES AND BUILD CAPACITY THAT STRENGTHENS OUR NETWORK AND IMPROVES THE LIVES OF THE PEOPLE WE SERVE. FOR EXAMPLE, LUTHERAN SERVICES IN AMERICA LED AN INITIATIVE WITH 10 MEMBER ORGANIZATIONS THAT IMPROVED THE LIVES OF 4,000 CHILDREN AND YOUTH ACROSS THE COUNTRY FROM REDUCING JUVENILE JUSTICE RE-ARREST RATES TO IMPROVING FOSTER CARE GRADUATION RATES. LUTHERAN SERVICES IN AMERICA ALSO IMPROVED THE LIVES OF 2,000 SENIORS LAST YEAR THROUGH INNOVATIVE SOLUTIONS THAT ENABLED SENIORS TO ACHIEVE A HIGHER QUALITY OF LIFE, STAY CONNECTED AND REMAIN HEALTHY IN THEIR HOME AND COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $576,036 | ExpenseAmt |
| Revenue | $345,844 | RevenueAmt |
| Desc | LEADERSHIP DEVELOPMENT AND EVENTS:LSA PROVIDES PROGRAMS FOR OUR MEMBERS TO DRIVE DEVELOPMENT AND GROWTH THROUGH EVENTS, CONFERENCES AND NETWORKING OPPORTUNITIES THAT HELP FORM VALUABLE CONNECTIONS, DRIVE LEARNING AND STRENGTHEN COLLABORATION. SIGNATURE LEADERSHIP DEVELOPMENT EVENTS INCLUDE THE CEO ACADEMY AND THE LSA ANNUAL CONFERENCE. THROUGH THESE EVENTS AND PARTNERSHIP INITIATIVES, LSA SEEKS TO LEVERAGE EXPERTISE TO IDENTIFY SOLUTIONS TO THE UNIQUE NEEDS OF INDIVIDUAL ORGANIZATIONS AND SHARED APPROACHES TO THE NEEDS OF MULTIPLE ORGANIZATIONS AND THE NETWORK AS A WHOLE. WE CREATE OPPORTUNITIES AND THE ENVIRONMENT FOR LEADERSHIP DEVELOPMENT AND THE EXCHANGE OF KNOWLEDGE TO HELP OUR MEMBERS NURTURE THEIR FAITH-BASED MISSIONS, SHARE BEST PRACTICES, IDENTIFY SOLUTIONS TO DRIVE SUSTAINABILITY AND PERFORMANCE, ENHANCE NETWORKING, FOSTER INNOVATION, REPLICATE AND SCALE PROGRAMS AND FACILITATE COLLABORATION. THIS INCLUDES PROVIDING TRAINING RELATED MATERIALS, NEWSLETTERS AND OTHER RESOURCES TO HELP SUPPORT OUR MEMBER ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $268,768 | ExpenseAmt |
| Grant | $2,350 | GrantAmt |
| Revenue | $4,920 | RevenueAmt |
| Desc | ADVOCACY & PUBLIC POLICY:BY HARNESSING THE COLLECTIVE VOICE OF OUR MEMBERS, LUTHERAN SERVICES IN AMERICA ADVOCATES FOR AMERICA'S MOST VULNERABLE PEOPLE. WE DEVELOP TOOLS, RESOURCES AND TRAININGS THAT ENHANCE THE ABILITY OF THE MEMBERS OF OUR NETWORK TO ADVANCE PUBLIC POLICIES THAT SUPPORT THEIR WORK AND BENEFIT THE PEOPLE THEY SERVE. LUTHERAN SERVICES IN AMERICA PROVIDES ACCESS TO FEDERAL LEGISLATORS AND THE ADMINISTRATION, RAISES THE AWARENESS OF KEY POLICY ISSUES, SHARES INFORMATION, CONDUCTS ADVOCACY TRAINING, PROVIDES IN-DEPTH ISSUES ANALYSIS AND IS A SOURCE OF EXPERTISE, RESOURCES AND TOOLS. WE ALSO PROVIDE SPECIFIC ADVOCACY SUPPORT TO OUR MULTIPLE NETWORKS AND CATEGORIES OF MEMBERSHIP, SUCH AS DISABILITY SERVICES. FOR INSTANCE, LUTHERAN SERVICES IN AMERICA ADVOCATED TO PROTECT THE TWO-THIRDS OF SENIORS IN NURSING HOMES, 39% OF AMERICAN CHILDREN AND OVER 10 MILLION PEOPLE LIVING WITH DISABILITIES FROM HUNDREDS OF BILLIONS OF DOLLARS IN CUTS TO MEDICAID. LUTHERAN SERVICES IN AMERICA ALSO PROVIDED ADVOCACY TRAINING FOR ALMOST 100 PEOPLE IN ITS MEMBER ORGANIZATIONS TO EMPOWER THEM TO EFFECTIVELY ENGAGE IN ADVOCACY AND COMMUNICATE WITH THEIR LAWMAKERS AT THE FEDERAL, STATE AND LOCAL LEVELS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $132,715 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,365 | RevenueAmt |
| Desc | RAISING VISIBILITY:LUTHERAN SERVICES IN AMERICA IS THE VOICE OF LUTHERAN SOCIAL MINISTRY. BY TELLING A CLEAR AND CONSISTENT STORY THROUGH A UNIFIED VOICE AND BRAND, LUTHERAN SERVICES IN AMERICA SUPPORTS THE MEMBERS OF OUR NETWORK BY RAISING THE PROFILE OF THEIR WORK AND CONTRIBUTIONS. THESE EFFORTS INCLUDE:- RAISING THE VISIBILITY OF THE LUTHERAN SERVICES IN AMERICA NETWORK ACROSS A RANGE OF TOUCHPOINTS INCLUDING PRINT, DIGITAL AND BROADCAST MEDIA.- LEADING COMMUNICATIONS THROUGH OUR WEBSITE, PRINT AND DIGITAL COLLATERAL, RESOURCES MATERIALS, ELECTRONIC PUBLICATIONS, SOCIAL MEDIA AND REPORTS.- CONDUCTING OUTREACH TO PRESS, ALLIES, PARTNERS AND OPINION LEADER AUDIENCES.LUTHERAN SERVICES IN AMERICA RECEIVED THE REBRAND 100 GLOBAL AWARD FOR HAVING ONE OF THE TOP 100 BRAND TRANSFORMATIONS IN THE WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $132,715 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,365 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,760,387 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLA SODEINDE DIRECTOR OF BUSINESS OPERATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024995848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MARYLAND AVENUE NE SUITE 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR DAVID FENOGLIETTO | |||||||
| DIRECTOR; CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS BETTY L OLDENKAMP | |||||||
| DIRECTOR; VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR JAMES P ZILS | |||||||
| DIRECTOR; TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR DAVID SWARTLING | |||||||
| DIRECTOR; SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS JUNIA JOHN-STRAKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JANE ISAACS LOWE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JODI HARPSTEAD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JULIE E SWANSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR KENNETH DALY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV KEVIN D ROBSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR LARRY BRADSHAW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DR STEPHEN P BOUMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR BRUCE KINTZ | |||||||
| DIRECTOR - END JUNE 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DR DONALD FONDOW | |||||||
| DIRECTOR - END JUNE 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV MELODY EASTMAN | |||||||
| DIRECTOR - END JUNE 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS CHRISTIE HINRICHS | |||||||
| DIRECTOR - END JUNE 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV KURT F KUSSEROW | |||||||
| DIRECTOR - END JUNE 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS ANN VAZQUEZ | |||||||
| DIRECTOR - END JUNE 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV J BART DAY | |||||||
| DIRECTOR - END JUNE 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA DAVENPORT | |||||||
| DIRECTOR - END JUNE 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE HABERAECKER | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $237,238 | $0 | $12,528 | ||
| STANLEY BERMAN | |||||||
| CFO | 8.50 | Yes (X) | $51,143 | $0 | $0 | ||
| ALESIA FRERICHS | |||||||
| VP MEMBER ENGAGEMENT | 40.00 | $148,208 | $0 | $17,199 | Yes (X) | ||
| RACHEL KERESTES | |||||||
| VP EXTERNAL AFFAIRS | 40.00 | $129,774 | $0 | $10,873 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $566,363 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREMIER HEALTHCARE SOLUTIONS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13034 BALLANTYNE CORPORATE PLACE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PREPARE MARKET ASSESSMENT OF OPPORTUNITI | ServicesDesc |
| Compensation | $144,165 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $925,528 | MembershipDuesAmt |
| All Other Contributions | $2,018,488 | AllOtherContributionsAmt |
| Total Contributions | $2,944,016 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL EVENTS | 541900 | $343,041 | $343,041 |
| CONSULTING AND SUPPORT | 541610 | $312,911 | $312,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $655,952 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,584 | TotalRevenueColumnAmt |
| Exclusion | $32,584 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,421 | TotalRevenueColumnAmt |
| Exclusion | $33,421 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,665,973 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $655,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $66,005 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,690 | TotalAmt |
| Program Services | $836,690 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,910 | TotalAmt |
| Program Services | $193,010 | ProgramServicesAmt |
| Management And General | $96,316 | ManagementAndGeneralAmt |
| Fundraising | $11,584 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,908 | TotalAmt |
| Program Services | $909,831 | ProgramServicesAmt |
| Fundraising | $161,077 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,167 | TotalAmt |
| Management And General | $32,167 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,241 | TotalAmt |
| Program Services | $1,315 | ProgramServicesAmt |
| Management And General | $52,926 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,092 | TotalAmt |
| Management And General | $91,092 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,379 | TotalAmt |
| Program Services | $360 | ProgramServicesAmt |
| Management And General | $12,993 | ManagementAndGeneralAmt |
| Fundraising | $10,026 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,042 | TotalAmt |
| Program Services | $7,082 | ProgramServicesAmt |
| Management And General | $103,960 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,538 | TotalAmt |
| Program Services | $274,879 | ProgramServicesAmt |
| Fundraising | $5,659 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,314 | TotalAmt |
| Program Services | $1,107 | ProgramServicesAmt |
| Fundraising | $207 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,428 | TotalAmt |
| Program Services | $147,072 | ProgramServicesAmt |
| Management And General | $53,717 | ManagementAndGeneralAmt |
| Fundraising | $24,639 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,861 | TotalAmt |
| Program Services | $24,127 | ProgramServicesAmt |
| Management And General | $5,501 | ManagementAndGeneralAmt |
| Fundraising | $3,233 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,597 | TotalAmt |
| Program Services | $78,531 | ProgramServicesAmt |
| Management And General | $36,749 | ManagementAndGeneralAmt |
| Fundraising | $1,317 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,589 | TotalAmt |
| Program Services | $252,311 | ProgramServicesAmt |
| Management And General | $278 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,499 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
| Management And General | $2,249 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,909 | TotalAmt |
| Management And General | $8,909 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP & REGISTRATI | $32,218 | $22,770 | $9,448 | |
| HOSPITALITY & REPRESENT | $13,552 | $7,216 | $6,336 | |
| E-COMMERCE SERVICES | $5,951 | $3,836 | $845 | $1,270 |
| NONPAYROLL TAXES | $200 | $200 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,493,085 | TotalAmt |
| Program Services | $2,760,387 | ProgramServicesAmt |
| Management And General | $513,686 | ManagementAndGeneralAmt |
| Fundraising | $219,012 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,964 | BOYAmt |
| EOY | $278,370 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,402,247 | BOYAmt |
| EOY | $1,881,475 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,000 | BOYAmt |
| EOY | $90,077 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,911 | BOYAmt |
| EOY | $22,379 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,149 | BOYAmt |
| EOY | $47,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,495 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,495 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,499 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $103,986 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,773,770 | BOYAmt |
| EOY | $2,424,141 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,825 | BOYAmt |
| EOY | $168,885 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,562 | BOYAmt |
| EOY | $101,055 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,332 | BOYAmt |
| EOY | $274,823 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,825 | BOYAmt |
| EOY | $84,952 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,688 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,232 | BOYAmt |
| EOY | $629,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,457,973 | BOYAmt |
| EOY | $1,504,959 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,565 | BOYAmt |
| EOY | $289,467 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,621,538 | BOYAmt |
| EOY | $1,794,426 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,773,770 | BOYAmt |
| EOY | $2,424,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $172,888 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $1,380,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,913,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,542,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,746,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,944,016 | CurrentTaxYearAmt |
| Total | $11,526,370 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $474,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $471,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $595,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $713,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $655,952 | CurrentTaxYearAmt |
| Total | $2,911,532 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,854,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,384,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,137,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,460,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,599,968 | CurrentTaxYearAmt |
| Total | $14,437,902 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,760 | CurrentTaxYearAmt |
| Total | $248,692 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,932 | CurrentTaxYearAmt |
| Total | $740,034 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,865 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,692 | CurrentTaxYearAmt |
| Total | $988,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,449,176 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,005 | CurrentTaxYearAmt |
| Total | $280,088 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20 | CurrentTaxYearMinus2YearsAmt |
| Total | $20 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,005 | CurrentTaxYearAmt |
| Total | $280,108 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,920,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,449,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,183,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,498,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,665,973 | CurrentTaxYearAmt |
| Total | $14,718,010 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91380 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90990 | PublicSupportPY509Pct |
| Investment Income CY | 0.01900 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,530 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,174 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,704 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,477,381 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,493,085 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $324,654 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,164 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $316,615 | CurrentYearMinus1Amt |
| Current Year | $324,654 | CurrentYearAmt |
| Total | $641,269 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $961,904 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $34,678 | CurrentYearMinus1Amt |
| Current Year | $15,704 | CurrentYearAmt |
| Total | $50,382 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $79,154 | CurrentYearMinus1Amt |
| Current Year | $81,164 | CurrentYearAmt |
| Total | $160,318 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $240,477 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $25,547 | CurrentYearMinus1Amt |
| Current Year | $8,530 | CurrentYearAmt |
| Total | $34,077 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,495 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,665,973 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,665,973 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,665,973 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,493,085 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,493,085 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,493,085 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION FACILITATES COLLABORATION AMONG ITS MEMBERS FOR THE PURPOSE OF ADVANCING THE MINISTRIES OF THE MEMBERS. THE COLLABORATIVE GROUPS ARE CALLED NETWORKS. THE ORGANIZATION PROVIDES FISCAL AGENT SERVICES FOR SOME OF THESE NETWORKS, WHICH ARE REFERRED TO AS MANAGED NETWORKS IN THE FINANCIAL STATEMENTS. CASH HELD FOR MANAGED NETWORKS AND THE RELATED DEPOSIT LIABILITY WAS $84,952 AND $112,825 AT JUNE 30, 2018 AND 2017, RESPECTIVELY. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION, WHICH IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. UNRELATED BUSINESS INCOME MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES. MANAGEMENT BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER THE ACCOUNTING CODIFICATION GUIDANCE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LUTHERAN SOCIAL SERVICE OF MINNESOTA | |||||||
| 2485 COMO AVENUE | ST PAUL | MN | 55108 | 410872993 | 501(C)(3) | $354,183 | MACF GRANT FOR THE GREAT PLAINS SENIOR SERVICES COLLABORATIVE |
| LUTHERAN SOCIAL SERVICES OF NORTH DAKOTA | |||||||
| 3911 20TH AVENUE SOUTH | FARGO | ND | 58107 | 450226421 | 501(C)(3) | $464,872 | MACF GRANT FOR THE GREAT PLAINS SENIOR SERVICES COLLABORATIVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PROVIDED WITHIN THE SUB-GRANT AGREEMENTS, WORK IS PERFORMED IN ACCORDANCE WITH A WORKPLAN DEVELOPED AT THE START OF THE GRANT. LSA RECEIVES MONTHLY FINANCIAL AND NONFINANCIAL REPORTING OF PROGRESS FROM EACH, WITH MORE FORMAL REPORTING QUARTERLY AND ANNUALLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLOTTE HABERAECKER | ||||||||||||||
| PRESIDENT/CEO | $237,238 | $0 | $0 | $0 | $0 | $0 | $6,603 | $0 | $5,925 | $0 | $249,766 | $0 | $0 | $0 |
| ALESIA FRERICHS | ||||||||||||||
| VP MEMBER ENGAGEMENT | $148,208 | $0 | $0 | $0 | $0 | $0 | $4,314 | $0 | $12,885 | $0 | $165,407 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LSA HAS CLASS A AND CLASS B MEMBERS. EACH CLASS A MEMBER SHALL BE REPRESENTED BY ONE (1) INDIVIDUAL WHO SHALL BE ITS REPRESENTATIVE AND SHALL VOTE ON ITS BEHALF. THE REPRESENTATIVE SHALL BE THE CLASS A MEMBER'S CHIEF STAFF EXECUTIVE OR THE CHIEF STAFF EXECUTIVE'S DULY APPOINTED REPRESENTATIVE. EACH REPRESENTATIVE OF A CLASS A MEMBER SHALL HAVE ONE (1) VOTE ON ANY MATTER PRESENTED TO THE MEMBERS FOR A VOTE. THE CLASS A MEMBERS SHALL BE REQUIRED TO PAY DUES IN ORDER TO BE CLASS A MEMBERS OF THE CORPORATION. EACH CLASS B MEMBER SHALL APPOINT ONE (1) INDIVIDUAL WHO SHALL BE ITS REPRESENTATIVE AND SHALL VOTE ON ITS BEHALF. EACH REPRESENTATIVE OF A CLASS B MEMBER SHALL HAVE ONE (1) VOTE ON ANY MATTER PRESENTED TO THE MEMBERS FOR A VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL BE COMPOSED OF NOT LESS THAN 10 NOR MORE THAN 13 TOTAL BOARD MEMBERS. FROM 4 TO 6 MEMBERS ARE ELECTED BY THE CLASS A MEMBERS, EACH OF THE TWO CHURCH BODIES APPOINTS 1 MEMBER, AND 4 TO 6 ARE ELECTED BY THE OTHER MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | ONCE THE BUDGET HAS BEEN APPROVED IN WRITING BY THE CLASS B MEMBERS OF THE ORGANIZATION, BY A SUPERMAJORITY OF AT LEAST 80%, THE BOARD OF DIRECTORS RECOMMENDS THE BUDGET FOR APPROVAL BY THE MEMBERS ATTENDING THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY DIRECTOR AND EVERY EMPLOYEE COMPLETES THE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. POTENTIAL CONFLICTS ARE EVALUATED AND RESOLVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS RECOMMENDED BY THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. IN 2015, AN INDEPENDENT COMPENSATION CONSULTANT COMPLETED A REVIEW OF THE CEO'S COMPENSATION PACKAGE. COMPENSATION FOR OTHER EMPLOYEES IS DETERMINED AND/OR APPROVED BY THE CEO WITHIN THE CONFINES OF A PERSONNEL BUDGET APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS FOR OTHER EMPLOYEES LAST TOOK PLACE IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. FINANCIAL STATEMENTS AND WHISTLEBLOWER POLICY ARE POSTED ON THE WEBSITE, WWW.LUTHERANSERVICES.ORG. |
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