2014-06-04T08:40:28-05:00 2013-06-30 381357951 PLANTE & MORAN PLLC 65 EAST STATE ST STE 600 COLUMBUS OH 43215 990 2012-07-01 314412586 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO LUTH 6142285200 500 W WILSON BRIDGE RD NO 245 WORTHINGTON OH 43085 PHIL HELSER 6142285200 2014-06-04 1 BERNIE OSTROWSKI P00366367 6148493000 2012 2015-11-30 17:44:51Z X LARRY CROWELL 500 W WILSON BRIDGE RD NO 245 WORTHINGTON OH 43085 13250437 0 9386 X LSSCO.ORG X 1914 OH SEE SCHEDULE OSINCE 1912, LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO HAS BEEN PROVIDING SERVICES TO PEOPLE IN NEED, INCLUDING FOOD PANTRIES, HOMELESS SHELTERS, SENIOR LIVING, AFFORDABLE HOUSING COMMUNITIES, DISASTER RESPONSE AND OTHER PROGRAMS THAT UPLIFT FAMILIES AND STRENGTHEN COMMUNITIES. 17 17 314 30964 0 0 7697216 4075092 -359641 1372955 12785622 0 0 5649738 287204 758777 8500673 14437615 -1651993 7537535 8972791 -1435256 CREATING A BETTER WORLD BY SERVING PEOPLE IN NEED IS OUR MISSION. THROUGH THIS MISSION, LSS SERVES THOUSANDS OF PEOPLE EVERY DAY IN CENTRAL, NORTHERN AND SOUTHEAST OHIO BY FOCUSING ON THE SOCIETAL ISSUES OF HUNGER, HOUSING, HEALING AND HOPE. 0 0 7460480 0 5367350 MAJOR PROGRAMS OPERATED BY LUTHERAN SOCIAL SERVICES INCLUDE OUR INNOVATIVE, HIGH-VOLUME FOOD PANTRY NETWORK, ASSISTED LIVING FACILITIES, HOME HEALTH CARE (SKILLED & NON-SKILLED), DISASTER PREPAREDNESS AND RESPONSE SERVICES, OHIO BENEFIT BANK SITES, VETERAN TRANSITIONAL HOUSING, AND SOCIAL ENTERPRISES FOR JOB TRAINING AND EMPLOYMENT. 7460480 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 166 0 1 314 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X PHIL HELSER 6142285200 500 W WILSON BRIDGE RD STE 245 WORTHINGTON OH 43085 KIMBERLY K ZAVISLAK 1.50 0.00 X X 0 0 0 REV DR JAMES E WILSON JR 1.50 0.00 X X 0 0 0 BECKY SUTHERLAND CORNETT PHD 1.50 0.00 X X 0 0 0 LEONARD S GENDERS 1.50 0.00 X 0 0 0 DR JAMES L GINTER 1.50 0.00 X 0 0 0 TIMOTHY G GLASSER 1.50 0.00 X X 0 0 0 THEODORE J HILL 1.50 0.00 X 0 0 0 REV AARON LAYNE 1.50 0.00 X 0 0 0 REV JOHN C DAVIDSON 1.50 0.00 X X 0 0 0 JOHN GULDIG 1.50 0.00 X 0 0 0 REV WILLIAM MCKEE 1.50 0.00 X X 0 0 0 RONALD SEIFFERT 1.50 0.00 X X 0 0 0 SCOTT YOUNG 1.50 0.00 X 0 0 0 STEPHEN R BROWN JR 1.50 0.00 X 0 0 0 RON KERR 1.50 0.00 X 0 0 0 MARK VOLTMANN 1.50 0.00 X 0 0 0 BRADFORD SIGNET 1.50 0.00 X 0 0 0 REV LARRY A CROWELL 50.00 0.00 X 228326 0 17475 PHIL HELSER 50.00 0.00 X 110486 0 14696 RICK DAVIS 50.00 0.00 X 140721 0 1074 479533 0 33245 3 0 1 0 PLANTE & MORAN PLLC 65 E STATE ST SUITE 600 COLUMBUS OH 43215 AUDIT 189740 RUSS REID COMPANY INC PO BOX 90125 PASADENA CA 911095125 FUNDRAISING 128039 2 729889 6967327 4543503 7697216 RESIDENT SERVICES 623990 2698301 2698301 HUD SERVICING FEE INCOME 623990 875639 875639 JOB TRAINING REVENUE 611430 501152 501152 4075092 91608 91608 13566 0 464815 13566 -464815 -451249 -451249 INTERCOMPANY ALLOCATION 900099 1150732 1150732 GENERAL STORE 900099 48039 48039 TELEPHONE INCOME 900099 32658 32658 141526 141526 1372955 12785622 5367350 0 -278944 512778 512778 4087676 1959513 1777183 350980 60466 20506 38651 1309 665930 420450 192523 52957 322888 177854 117273 27761 53034 53034 56895 56895 287204 287204 595712 447808 144426 3478 53285 15266 38019 6100495 3149185 2928854 22456 69490 1396 68094 902587 753354 149233 122599 113604 6524 2471 57861 51204 4425 2232 16024 1972 14052 220890 206002 12544 2344 111785 44803 66982 CONTRACTED LABOR 71005 71005 DUES & SUBSCRIPTIONS 30463 9258 20004 1201 EMPLOYEE RECRUITMENT 16913 791 11773 4349 STAFF AWARDS 9815 8854 926 35 11820 7655 4165 14437615 7460480 6218358 758777 0 0 0 2677449 0 584289 0 1402861 0 6185 0 452672 4216766 2505729 0 1711037 6639 0 689532 0 6871 0 7537535 0 1998720 0 1193983 0 229666 0 400000 0 5150422 0 8972791 X -4802846 2629823 737767 0 -1435256 0 7537535 X -1651993 86837 129900 X 0 1 X 1 1 1 X 7697216 7697216 4029828 4029828 80697 80697 11807741 11807741 156869 156869 0 156869 156869 11650872 136872 136872 136872 136872 11944613 11944613 X 0.97800 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2003862 110691 147990 0 90000 2172543 0.05420 0.21460 0.73120 0 0 286340 286340 1774039 709646 1064393 7636 1981 5655 2148751 1794102 354649 1711037 INTERCOMPANY 4582142 LUTHERAN NOTE PAYABLE 568280 5150422 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THERE ARE MULTIPLE USES FOR THE ENDOWMENT FUNDS WHICH INCLUDE BUT ARE NOT LIMITED TO: VARIOUS PROGRAMS APPROVED BY THE BOARD OF DIRECTORS; FUNDING OF OPERATIONS FOR FOOD PANTRIES; ROOM, BOARD AND EXPENSES OF ROSE OF CONCERN RESIDENTS AT THE COURTYARDS AT LUTHERAN VILLAGE OF COLUMBUS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICITONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2010. X 1 RUSS REID COMPANY INC PO BOX 90125 PASADENA CA 911095125 FUNDRAISING 0 161915 128039 33876 161915 128039 33876 OH X X X X 0 0 0 0 0 0 0 0 0 REV LARRY A CROWELL 228326 0 0 0 0 0 6996 0 10479 0 245801 0 0 0 X 2120993 4241987 $2.00/LB X SCHOOL SUPPLIES 104831 DONOR VALUED 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THIS CORPORATION SHALL CONSIST OF ONE OR MORE INCORPORATED CONGREGATIONS OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, LUTHERAN CHURCH - MISSOURI SYNOD, OR OTHER LUTHERAN CONGREGATIONS WHICH: A) HAVE PREVIOUSLY PROVIDED FINANCIAL OR VOLUNTEER SUPPORT TO THE CORPORATION; OR B) ARE LOCATED WITHIN THE CORPORATION'S SERVICE AREA (AS DEFINED IN CONSULTATION WITH THE APPROPRIATE LUTHERAN CHURCH JUDICATORIES); AND C) DECLARE IN WRITING THEIR INTENT TO SUPPORT THE PURPOSE AND WORK OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO APPROVE OR RATIFY THE DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY OUR OUTSIDE AUDITING FIRM AND SUBMITTED TO THE ACCOUNTING MANAGER AND CFO FOR REVIEW. PRIOR TO FILING, FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND MANAGEMENT STAFF ANNUALLY REVIEW AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY, AND DISCLOSE ANY SITUATION OF POTENTIAL CONFLICT OF INTEREST. AT NEW-HIRE ORIENTATION, ALL PERSONNEL ACKNOWLEDGE THAT THEY UNDERSTAND THE CONFLICT OF INTEREST POLICY. THE COMPLIANCE OFFICER MONITORS FOR POTENTIAL CONFLICTS OF INTEREST, AND AT LEAST ANNUALLY UPDATES ALL DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL PERFORMANCE EVALUATION IS PREPARED FOR EACH MANAGEMENT OFFICIAL. THE TOP MANAGEMENT OFFICIAL IS EVALUATED BY THE REST OF MANAGEMENT AS WELL AS THE BOARD OF DIRECTORS THROUGH ITS EXECUTIVE COMMITTEE. THE FULL BOARD APPROVES THE RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. THE TOP MANAGEMENT OFFICIAL, PEERS AND SELECTED REPORTS EVALUATE REMAINING MANAGEMENT. SALARY SURVEYS ARE REFERENCED AS APPROPRIATE TO ESTABLISH, WITH CONSIDERATION OF THE SIZE, GEOGRAPHIC REACH, COMPLEXITY AND BREADTH OF SERVICES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BEGINNING UNRESTRICTED NET ASSET BALANCE -3,237,690. BEGINNING TEMPORARILY RESTRICTED NET ASSET BALANCE 2,629,823. PERMANENTLY RESTRICTED NET ASSET BALANCE 737,767. FRESHBOX CATERING LLC 125 EAST BROAD STREET COLUMBUS OH 43215 270849886 CATERING OH -33242 58239 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO FAIRHAVEN LAWN CARE LLC 1681 EAST MAIN STREET LANCASTER OH 43130 262791844 LAWN SERVICES OH -47864 132325 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO ASHLAND ASSISTED LIVING OPERATING LLC 330 DAVIS RD ASHLAND OH 44805 455420333 ASSISTED LIVING OH -317356 110817 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO CARE LLC 500 W WILSON BRIDGE RD STE 235 WORTHINGTON OH 43085 461517844 HOME HEALTH CARE (SKILLED) OH -192118 171380 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO HOME CARE LLC 500 W WILSON BRIDGE RD STE 235 WORTHINGTON OH 43085 461525413 HOME HEALTH CARE (NON-SKILLED) OH 48361 79361 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO CENTERBURG HOUSING 164 W HOUCK STREET CENTERBURG OH 43011 311579303 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 DELAWARE HOUSING INC 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CENTRAL OHIO 1 MARION PLACE I HOUSING INC 1401 WELLNESS ROAD MARION OH 43302 300151342 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 NORTH COMMUNITY HOUSING 120 MORSE ROAD COLUMBUS OH 43214 300245617 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 PLEASANT VIEW HOUSING INC 1690 CHARTWELL STREET LANCASTER OH 43130 311717116 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 SULLIVANT HOUSING INC 383 INAH AVENUE COLUMBUS OH 43228 300060654 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 TUBMAN TOWERS 17 JOHNSON AVENUE SPRINGFIELD OH 45506 200282722 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 VILLAGE HOUSING INC 1489 OCTOBER RIDGE COURT COLUMBUS OH 43223 311488740 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 MARION PLACE II HOUSING INC 1401 WELLNESS ROAD MARION OH 43302 274533938 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 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