LUTHERAN SERVICES IN AMERICA INCORPORATED: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN SERVICES IN AMERICA INCORPORATED (EIN 36-3304707)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201623209349300507
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T00:28:08-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2016-11-07 | 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 |
| Preparation | 2016-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $3,183,667 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,913,072 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,542,276 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $471,683 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $595,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,285 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,071 | CYInvestmentIncomeAmt |
| PY Other Revenue | $43,976 | PYOtherRevenueAmt |
| CY Other Revenue | $24,718 | CYOtherRevenueAmt |
| PY Total Revenue | $2,449,016 | PYTotalRevenueAmt |
| CY Total Revenue | $3,183,667 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $649,470 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,385,214 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,477,650 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $175,726 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,068,084 | PYOtherExpensesAmt |
| CY Other Expenses | $964,517 | CYOtherExpensesAmt |
| PY Total Expenses | $2,453,298 | PYTotalExpensesAmt |
| CY Total Expenses | $3,091,637 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,282 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $92,030 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,880,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,533,246 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $517,427 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,077,965 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,363,251 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,455,281 | 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 | $244,626 | ExpenseAmt |
| Revenue | $2,485 | RevenueAmt |
| Desc | RAISING VISIBILITY FOR LUTHERAN SOCIAL MINISTRY - LSA TELLS THE STORY OF LUTHERAN SOCIAL MINISTRY. BY CREATING A UNIFIED VOICE AND BRAND, AND THROUGH A CONSISTENT COMMUNICATIONS CAMPAIGN, LSA SUPPORTS OUR MEMBERS BY RAISING THE PROFILE OF THEIR WORK AND CONTRIBUTIONS. THESE EFFORTS INCLUDE:- RAISING THE VISIBILITY OF OUR MEMBERS AND THE LSA NETWORK IN PRINT AND ONLINE.- LEADING COMMUNICATIONS THROUGH OUR WEBSITE, PRINT AND DIGITAL COLLATERAL, RESOURCES MATERIALS, ELECTRONIC PUBLICATIONS, SOCIAL MEDIA AND REPORTS.- CONDUCTING OUTREACH TO PRESS TO AMPLIFY THE VOICE OF OUR MEMBERS AND THE LSA NETWORK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,240,254 | ExpenseAmt |
| Grant | $649,470 | GrantAmt |
| Revenue | $215,908 | RevenueAmt |
| Desc | CREATING MEMBER SOLUTIONS - LSA CREATES THE ENVIRONMENT FOR OUR MEMBERS 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, LSA 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:THROUGH OUR COMMITMENT TO LEVERAGING THE STRENGTHS OF OUR NETWORK, LSA CREATES VALUE FOR OUR MEMBERS BY DEVELOPING NEW CAPABILITIES, FINDING SYNERGIES AND PROVIDING FUNDING, SERVICE AND PARTNERSHIP OPPORTUNITIES. LSA WORKS WITH GOVERNMENT FUNDERS, PRIVATE AND COMMUNITY FOUNDATIONS, INDIVIDUAL DONORS, MEMBERS AND CORPORATE PARTNERS TO DEVELOP OPPORTUNITIES AND BUILD CAPACITY THAT STRENGTHENS THE LSA NETWORK AND IMPROVES THE LIVES OF THE PEOPLE WE SERVE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $691,573 | ExpenseAmt |
| Revenue | $377,209 | RevenueAmt |
| Desc | LEADERSHIP DEVELOPMENT AND CONVENINGS - LSA CONVENES AND CREATES THE COMMUNITY OF OUR MEMBERS. THROUGH OUR EVENTS AND PARTNERSHIPS, WE LEVERAGE THE EXPERTISE AND TALENTS OF OUR MEMBERS TO IDENTIFY SOLUTIONS, DEVELOP SHARED APPROACHES AND INNOVATE. THESE ACTIVITIES INCLUDE:- THE CEO ACADEMY- THE LUTHERAN LEADERSHIP SUMMIT- THE LSA ANNUAL CONFERENCEPROGRAM SERVICE ACCOMPLISHMENTS:LSA CREATES VALUE FOR OUR MEMBERS THROUGH EVENTS, CONFERENCES AND OTHER CONVENINGS BY AMPLIFYING THE FAITH-BASED MISSION OF OUR MEMBERS, CREATING FORUMS FOR SHARING BEST PRACTICES, IDENTIFYING SOLUTIONS TO DRIVE SUSTAINABILITY AND PERFORMANCE, ENHANCING NETWORKING, FOSTERING INNOVATION, AND PROVIDING THE FRAMEWORK FOR ACHIEVING GREATER IMPACT FOR THE PEOPLE WE SERVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $172,509 | ExpenseAmt |
| Desc | ADVOCACY AND PUBLIC POLICY - LSA IS THE NATIONAL VOICE OF OUR MEMBERS. AS THE ADVOCATES FOR LUTHERAN SOCIAL MINISTRY, LSA GUIDES OUR MEMBERS' EFFORTS TO ADVANCE PUBLIC POLICIES THAT SUPPORT THEIR WORK AND BENEFIT THE PEOPLE THEY SERVE. TO THAT END, LSA 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. LSA ALSO PROVIDES SPECIFIC ADVOCACY SUPPORT TO OUR MULTIPLE NETWORKS AND CATEGORIES OF MEMBERSHIP, SUCH AS DISABILITY SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $172,509 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,348,962 | 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 | 0 | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| MS BETTY L OLDENKAMP | |||||||
| DIRECTOR; CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR DAVID FENOGLIETTO | |||||||
| DIRECTOR; VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV PATRICIA A DAVENPORT | |||||||
| DIRECTOR; SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR BRIAN F HOFLAND | |||||||
| DIRECTOR; TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV DR DONALD FONDOW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV MELODY EASTMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JODI HARPSTEAD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS CHRISTIE HINRICHS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JUNIA JOHN-STRAKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR BRUCE G KINTZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV KURT F KUSSEROW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS ARMENA MNATSAKANYAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JULIE E SWANSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID SWARTLING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS ANN VAZQUEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS WENDY Z GOLDSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DR STEPHEN P BOUMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV J BART DAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DR PHYLLIS ANDERSON | |||||||
| THEOLOGIAN IN RESIDENCE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE HABERAECKER | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $204,027 | $0 | $18,946 | ||
| STANLEY BERMAN | |||||||
| CFO | 8.00 | Yes (X) | $55,438 | $0 | $0 | ||
| ALESIA FRERICHS | |||||||
| VP MEMBER ENGAGEMENT | 40.00 | $120,567 | $0 | $15,859 | Yes (X) | ||
| TANIA HERNANDEZ-ANDERSEN | |||||||
| VP MARKETING AND COMMUNICATIONS | 40.00 | $134,627 | $0 | $7,164 | Yes (X) | ||
| DEBORAH HOESLY | |||||||
| VP DEVELOPMENT | 40.00 | $115,273 | $0 | $5,665 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $629,932 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,634 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $951,660 | MembershipDuesAmt |
| All Other Contributions | $1,590,616 | AllOtherContributionsAmt |
| Total Contributions | $2,542,276 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL EVENTS | 541900 | $382,208 | $382,208 |
| CONSULTING AND SUPPORT | 541610 | $213,394 | $213,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $595,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,071 | TotalRevenueColumnAmt |
| Exclusion | $21,071 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,698 | TotalRevenueColumnAmt |
| Exclusion | $24,698 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESOURCE MATERIALS | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $20 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $20 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,183,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $595,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,789 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,470 | TotalAmt |
| Program Services | $649,470 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,568 | TotalAmt |
| Program Services | $142,476 | ProgramServicesAmt |
| Management And General | $79,413 | ManagementAndGeneralAmt |
| Fundraising | $11,679 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,170 | TotalAmt |
| Program Services | $799,241 | ProgramServicesAmt |
| Management And General | $163,998 | ManagementAndGeneralAmt |
| Fundraising | $103,931 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,792 | TotalAmt |
| Program Services | $22,433 | ProgramServicesAmt |
| Management And General | $4,668 | ManagementAndGeneralAmt |
| Fundraising | $2,691 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,334 | TotalAmt |
| Program Services | $42,469 | ProgramServicesAmt |
| Management And General | $8,816 | ManagementAndGeneralAmt |
| Fundraising | $3,049 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,786 | TotalAmt |
| Program Services | $67,281 | ProgramServicesAmt |
| Management And General | $17,841 | ManagementAndGeneralAmt |
| Fundraising | $7,664 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,032 | TotalAmt |
| Program Services | $5,130 | ProgramServicesAmt |
| Management And General | $9,095 | ManagementAndGeneralAmt |
| Fundraising | $6,807 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,567 | TotalAmt |
| Program Services | $25,271 | ProgramServicesAmt |
| Management And General | $96,908 | ManagementAndGeneralAmt |
| Fundraising | $1,388 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,791 | TotalAmt |
| Program Services | $4,791 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,237 | TotalAmt |
| Program Services | $105,814 | ProgramServicesAmt |
| Management And General | $72,404 | ManagementAndGeneralAmt |
| Fundraising | $8,019 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,534 | TotalAmt |
| Program Services | $15,205 | ProgramServicesAmt |
| Management And General | $5,957 | ManagementAndGeneralAmt |
| Fundraising | $1,372 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,687 | TotalAmt |
| Program Services | $61,928 | ProgramServicesAmt |
| Management And General | $51,891 | ManagementAndGeneralAmt |
| Fundraising | $2,868 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,572 | TotalAmt |
| Program Services | $256,522 | ProgramServicesAmt |
| Management And General | $3,050 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,499 | TotalAmt |
| Program Services | $981 | ProgramServicesAmt |
| Management And General | $2,440 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,769 | TotalAmt |
| Program Services | $3,713 | ProgramServicesAmt |
| Management And General | $4,649 | ManagementAndGeneralAmt |
| Fundraising | $407 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULT. & RECRUIT. | $141,437 | $121,255 | $5,891 | $14,291 |
| MEMBERSHIP & REGISTRATI | $37,455 | $15,376 | $20,834 | $1,245 |
| HOSPITALITY & REPRESENT | $24,619 | $6,849 | $17,715 | $55 |
| E-COMMERCE SERVICES | $4,053 | $2,757 | $1,114 | $182 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265 | TotalAmt |
| Management And General | $265 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,091,637 | TotalAmt |
| Program Services | $2,348,962 | ProgramServicesAmt |
| Management And General | $566,949 | ManagementAndGeneralAmt |
| Fundraising | $175,726 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,481 | BOYAmt |
| EOY | $409,262 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,722,363 | BOYAmt |
| EOY | $2,005,125 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,133 | BOYAmt |
| EOY | $84,076 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,204 | BOYAmt |
| EOY | $29,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $272,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $267,071 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,497 | BOYAmt |
| EOY | $4,999 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,678 | BOYAmt |
| EOY | $2,533,246 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,476 | BOYAmt |
| EOY | $209,918 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,030 | BOYAmt |
| EOY | $687,522 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,921 | BOYAmt |
| EOY | $180,525 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,427 | BOYAmt |
| EOY | $1,077,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,975 | BOYAmt |
| EOY | $1,253,609 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,276 | BOYAmt |
| EOY | $201,672 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,251 | BOYAmt |
| EOY | $1,455,281 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,678 | BOYAmt |
| EOY | $2,533,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $92,030 | 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 | $1,754,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,502,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,380,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,913,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,542,276 | CurrentTaxYearAmt |
| Total | $9,092,618 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $421,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $474,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $471,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $595,602 | CurrentTaxYearAmt |
| Total | $2,453,748 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,245,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,923,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,854,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,384,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,137,878 | CurrentTaxYearAmt |
| Total | $11,546,366 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,733 | CurrentTaxYearAmt |
| Total | $97,599 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,193 | CurrentTaxYearAmt |
| Total | $628,057 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,926 | CurrentTaxYearAmt |
| Total | $725,656 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,820,710 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,769 | CurrentTaxYearAmt |
| Total | $314,969 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $20 | CurrentTaxYearAmt |
| Total | $20 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,789 | CurrentTaxYearAmt |
| Total | $314,989 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,326,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,981,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,920,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,449,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,183,667 | CurrentTaxYearAmt |
| Total | $11,861,355 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89430 | PublicSupportPY509Pct |
| Investment Income CY | 0.02660 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03560 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $2,903 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $1,045 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,903 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $6,851 | 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 | IN FY16, LSA'S PUBLIC POLICY OFFICE WAS STAFFED BY TWO FULL-TIME PROFESSIONALS. THEY ARE RESPONSIBLE FOR MULTIPLE FUNCTIONS OF GOVERNMENT RELATIONS AND MEMBER ENGAGEMENT; ONLY A SMALL PORTION OF THEIR TIME WAS DEVOTED TO LOBBYING ACTIVITIES. LSA LOBBYING ACTIVITY OUTLINED BELOW FOCUSED ON PUBLIC POLICY ISSUES ESTABLISHED BY LSA POLICY STAFF IN CONSULTATION WITH LSA MEMBER ORGANIZATIONS. IN 2015-2016, THESE PUBLIC POLICY ISSUES INCLUDED: SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES; AGING SERVICES; CHILDREN, YOUTH AND FAMILIES; HEALTH CARE; AFFORDABLE HOUSING; NONPROFIT SECTOR ISSUES; AND FEDERAL BUDGET AND APPROPRIATIONS. LSA STAFF MEMBERS ALSO MONITORED AND ACTED ON OTHER ISSUES THAT LSA MEMBERS RAISED AS CONCERNS. ACTIVITIES INCLUDED: - SENT 5 TARGETED ACTION ALERTS TO LSA MEMBERS URGING THEM TO TAKE ACTION ON A LEGISLATIVE OR POLICY MATTER. (5 HOURS) - ENCOURAGED LSA MEMBERS TO TAKE ACTION ON LEGISLATION OR POLICY MATTERS 20 TIMES USING LSA'S POLICY EMAIL NEWSLETTERS. (13 HOURS) - ENGAGED IN 25 MEETINGS WITH CONGRESSIONAL STAFFERS ON LEGISLATIVE ISSUES OF IMPORTANCE TO LSA MEMBERS. - ENGAGED IN APPROXIMATELY 40 NON-LOBBYING INFORMATIONAL OR EDUCATIONAL MEETINGS WITH CONGRESSIONAL STAFF AND FEDERAL GOVERNMENT OFFICIALS AND/OR STAFF. - SENT 15 LETTERS TO LEGISLATORS AND GOVERNMENT OFFICIALS. - SIGNED ONTO 77 LETTERS CONCERNING ISSUES OF IMPORTANCE TO LSA MEMBERS. | ExplanationTxt |
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 | $272,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $267,071 | DepreciationAmt |
| Book Value | $4,999 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,999 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,183,667 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,183,667 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,183,667 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,091,637 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,091,637 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,091,637 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | 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 $180,525 AND $98,921 AT JUNE 30, 2016 AND 2015, RESPECTIVELY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | 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) | $192,842 | 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) | $454,128 | 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 | SCH I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 1. FUNDS FROM EACH GRANT ARE SEGREGATED WITHIN THE ACCOUNTING SYSTEM BY A UNIQUE FUND CODE THAT IS USED TO TRACK ALL TRANSACTIONS. 2. ESTIMATES OF TIME SPENT ON A GRANT BY EACH EMPLOYEE ARE MAINTAINED. 3. GRANT MANAGER MUST APPROVE ALL DISBURSEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | CHARLOTTE HABERAECKER | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $204,027 | 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 | $6,646 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,300 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $222,973 | 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LSA HAS CLASS A MEMBERS THAT ARE EACH INDEPENDENT LUTHERAN SOCIAL MINISTRY ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL BE COMPOSED OF NINE DIRECTORS ELECTED BY THE CLASS A MEMBERS OF THE CORPORATION AND NINE DIRECTORS APPOINTED BY THE CLASS B MEMBERS OF THE CORPORATION AND TWO DIRECTORS ELECTED BY THE CLASS A AND CLASS B MEMBERS OF THE BOARD OF DIRECTORS. |
| 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 11 | 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. |
| 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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