SAMARITAS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAMARITAS (EIN 38-1360553)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201413179349302681
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T11:24:55-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381360553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lutheran Social Services of Michigan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JERALD BENJAMIN | InCareOfNm |
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 3138237700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 E Jefferson Avenue | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Detroit | City |
| State | MI | State |
| ZIP Code | 48214 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERALD BENJAMIN | PersonNm |
| Person Title | VP/CFO | PersonTitleTxt |
| Phone | 6167747000 | PhoneNum |
| Signature | 2014-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kathleen Guider | PreparerPersonNm |
| PTIN | P00177866 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICKIE THOMPSON-SANDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 E JEFFERSON AVE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,262,272 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (true) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (true) | AllAffiliatesIncludedInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lssm.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | SERVICES PROVIDED INCLUDE SERVICES FOR CHILDREN AND FAMILIES, SENIOR ADULTS, REFUGEES, DISABLED PERSONS, AND OTHERS IN NEED WITHOUT REGARD TO THEIR RELIGION, RACE OR ETHNICITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2029 | TotalEmployeeCnt |
| Total Volunteers | 5918 | TotalVolunteersCnt |
| Total Gross UBI | $59,072 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,303 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,885,427 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,998,769 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $71,304,652 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,124,168 | CYProgramServiceRevenueAmt |
| PY Investment Income | $362,906 | PYInvestmentIncomeAmt |
| CY Investment Income | $512,650 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,061,779 | PYOtherRevenueAmt |
| CY Other Revenue | $2,311,358 | CYOtherRevenueAmt |
| PY Total Revenue | $89,614,764 | PYTotalRevenueAmt |
| CY Total Revenue | $92,946,945 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,066,063 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,336,362 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,268,473 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,444,414 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,042,615 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,770,309 | PYOtherExpensesAmt |
| CY Other Expenses | $30,852,206 | CYOtherExpensesAmt |
| PY Total Expenses | $89,104,845 | PYTotalExpensesAmt |
| CY Total Expenses | $92,632,982 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $509,919 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $313,963 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,227,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,152,877 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,424,856 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,697,216 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,802,350 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,455,661 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LUTHERAN SOCIAL SERVICES OF MICHIGAN (LSSM) MISSION IS SERVING PEOPLE AS AN EXPRESSION OF THE LOVE OF CHRIST. STARTED AS THE LUTHERAN INNER MISSION LEAGUE IN 1934, LSSM'S PROGRAMS SERVE CHILDREN AND FAMILIES, SENIOR ADULTS, REFUGEES, PERSONS WITH DISABILITIES, AND OTHERS IN NEED THROUGHOUT MICHIGAN'S LOWER PENINSULA. LSSM'S PROGRAMS AND SERVICES STRIVE TO IMPROVE THE QUALITY OF LIFE, PROMOTE MENTAL AND PHYSICAL HEALTH AND ENCOURAGE HUMAN GROWTH AND DEVELOPMENT. LSSM SERVES IN EXCESS OF 16,000 PEOPLE EVERY YEAR WITHOUT REGARD TO RELIGION, RACE OR ETHNICITY. LSSM IS DEDICATED TO CREATING COMMUNITIES OF SERVICE THAT MEET THE NEEDS OF PEOPLE, PROMOTING DIGNITY, AND ADVOCATING EQUALITY AND JUSTICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $43,253,227 | ExpenseAmt |
| Revenue | $46,598,929 | RevenueAmt |
| Desc | Lutheran Social Services of Michigan (LSSM) offers a continuum of services for senior adults. LSSM operates two independent living communities, two independent living/assisted living communities, one assisted living/memory care community, and three skilled nursing communities offering inpatient rehabilitation services. In 2013, we served 541 residents in our independent/assisted living programs, allowing these residents to maintain independence within the community. In addition, we served 1,141 residents in our skilled nursing communities. LSSM places a strong emphasis on quality services for our residents and focuses on resident safety and other clinical indicators. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,132,756 | ExpenseAmt |
| Revenue | $22,277,790 | RevenueAmt |
| Desc | LSSM is the largest private foster care agency in Michigan, with six regional centers in the lower peninsula. In addition to domestic foster care, LSSM manages an Unaccompanied Refugee Minors foster care program. In 2013, LSSM served 1,765 domestic and unaccompanied minor foster youth providing 270,720 days of foster care. Of the youth in foster care, 71% were able to return to a parent or family member within 12 months of entering the foster care system; well above the benchmark set by the State of Michigan. Achieving permanency is critical for the well-being of children who are unable to return to a parent/family member, and 70% of our youth were placed for adoption within 24 months of entering the foster care system, out-performing the State of Michigan benchmark of 36%. Together with Lutheran Child and Family Services of Michigan, LSSM operates Lutheran Adoption Service (LAS). In 2013, LAS facilitated adoptions for 464 youth. LSSM also offers Family Preservation Programs with the objective of keeping at-risk children safely with their families. In 2013, LSSM's Families First, family reunification and families together building solutions programs served 347 families who were at risk of having children removed by child protective services. of those families, 90% were still intact 12 months after the intervention. In addition, lssm provided support for 116 families through our home-based services program. LSSM administers the State of Michigan's Education and Training Voucher (ETV) program, which enables youth who have been or currently are in foster care to pursue secondary education or vocational training by providing case management, mentoring and financial assistance. In 2013, 737 youth received support through the ETV program. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,105,896 | ExpenseAmt |
| Revenue | $5,444,464 | RevenueAmt |
| Desc | LSSM provides residential care and support for individuals with developmental disabilities or mental illness, primarily through contracts with Community Mental Health agencies. LSSM owns and/or operates 15 licensed group homes located in 10 counties; we also provide services through staff support in the consumers' home or with their families. In 2013, LSSM served 89 consumers. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,975,720 | ExpenseAmt |
| Revenue | $15,060,432 | RevenueAmt |
| Desc | SEE DESCRIPTION IN SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,975,720 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $15,060,432 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $85,467,599 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2029 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERALD BENJAMIN | PersonNm |
| Phone | 3138237700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 E JEFFERSON AVE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (72 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| EMMETT BRASELTON - LSSM | ||||||||
| CHAIR - THROUGH 4/2013 | 1.0 | Yes (X) | Yes (X) | |||||
| KATHLEEN LIEDER - LSSM | ||||||||
| CHAIR - STARTING 4/2013 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE GAGGINI - LSSM | ||||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | |||||
| JOHN NELSON - LSSM | ||||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | ||||
| BRUCE PARSONS - LSSM | ||||||||
| VICE CHAIR - STARTING 4/13 | 1.0 | Yes (X) | Yes (X) | $0 | ||||
| DAVID GABEL - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| SUE KAMENS - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| JAMES KIEFER - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| MICHAEL KNEALE - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| BISHOP DONALD KREISS-LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| WILLIAM PAPKE - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| MATTHEW PEDERSON - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| TODD PERKINS - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| DAVID RIPPLE - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| BISHOP CRAIG SATTERLEE - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| BISHOP JOHN SCHLEICHER - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| SCOTT SESSLER - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| MARK STANKO - LSSM | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| DAVID DION - LSSM FOUNDATION | ||||||||
| CHAIR - STARTING 10/2013 | 1.0 | Yes (X) | $0 | |||||
| PAUL DRENKOW - LSSM FOUNDATION | ||||||||
| CHAIR - THROUGH 10/2013 | 1.0 | Yes (X) | Yes (X) | $0 | ||||
| DAN CARTER - LSSM FOUNDATION | ||||||||
| TREASURER - STARTING 10/2013 | 1.0 | Yes (X) | Yes (X) | $0 | ||||
| DAVID NUSSDORFER - LSSM FOUNDATION | ||||||||
| TREASURER - THROUGH 10/2013 | 1.0 | Yes (X) | Yes (X) | $0 | ||||
| TERRIE HALBERT - LSSM FOUNDATION | ||||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | ||||
| LINDA MORIN - LSSM FOUNDATION | ||||||||
| VICE CHAIR - STARTING 10/2013 | 1.0 | Yes (X) | Yes (X) | |||||
| VERLYN REBELEIN - LSSM FOUNDATION | ||||||||
| VICE CHAIR - THROUGH 10/2013 | 1.0 | Yes (X) | Yes (X) | |||||
| GERALD BRICKER - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| DICK CHRISTIANSEN - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| DEBBIE COUGHENOUR - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| REV TERRY DALY - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| LLOYD FELL - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| REV GERALD FERGUSON - LSSM FOUNDAT | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| KARL GEISLER - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| DICK GRAHAM - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| JACK GREINER - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| REV ROD HILL - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| MARLA HOLLE - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| JOHN JACK - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | |||||
| KENT JOHNSON - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| REV ERICK JOHNSON - LSSM FOUNDATIO | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| REV COLLEEN KAMKE - LSSM FOUNDATIO | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| STEVE KESLER - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| ROGER KOPPENHOFER - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| KAY LANDFAIR - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| CARL LEHTO - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| REV WILLIAM LINDHOLM - LSSM FOUNDA | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| CHARLES LINDQUIST - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| DAVID LOCHNER - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| LIBBY MAYNARD - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | ||||||
| REV WILLIAM MOLDWIN - LSSM FOUNDAT | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK NEUMANN - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| REV WALTER SCHMIDT - LSSM FOUNDATI | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES SCHWARTZ - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| REV JOHN SIEFKEN - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD SOLLENBERGER - LSSM FOUNDATI | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| TRACY TEICH - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PAT THOMAS - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CONNIE WARREN - LSSM FOUNDATION | ||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK STUTRUD - HEARTLINE | ||||||||
| PRESIDENT | 1.0 | Yes (X) | Yes (X) | |||||
| JERALD BENJAMIN - HEARTLINE | ||||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | |||||
| VICKIE THOMPSON-SANDY - HEARTLINE | ||||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | |||||
| MARK STUTRUD - LSSM | ||||||||
| PRESIDENT | 40.0 | Yes (X) | $335,142 | $120,670 | ||||
| JERRY BENJAMIN - LSSM | ||||||||
| VP/CFO | 40.0 | $223,309 | $34,143 | Yes (X) | ||||
| SUSAN HOUSEMAN - LSSM | ||||||||
| VP SR ADULT SERV -THRU 1/26/13 | 40.0 | $29,615 | Yes (X) | |||||
| RICHARD MARTIN - LSSM | ||||||||
| CHIEF ADVANCEMENT OFFICER | 40.0 | $170,071 | $14,823 | Yes (X) | ||||
| VICKIE THOMPSON-SANDY - LSSM | ||||||||
| CHIEF SERVICE OFFICER | 40.0 | $189,191 | $21,577 | Yes (X) | ||||
| SEAN DE FOUR - LSSM | ||||||||
| VP CHILDREN & FAMILY SERVICES | 40.0 | $141,904 | $11,808 | Yes (X) | ||||
| ROBERT LOUIS FERDINAND - LSSM | ||||||||
| VP OF HOME & COMMUNITY | 40.0 | $141,324 | $15,326 | Yes (X) | ||||
| MELANIE FLACHS - LSSM | ||||||||
| DIR. OF QUALITY - THRU 2/22/13 | 40.0 | $36,606 | Yes (X) | |||||
| LEIGH MCLEOD - LSSM | ||||||||
| VP SR SERVICES - AS OF 7/1/13 | 40.0 | $65,391 | $6,951 | Yes (X) | ||||
| WENDY PERRY - LSSM | ||||||||
| EXECUTIVE DIRECTOR, FINANCIAL | 40.0 | $145,626 | $8,779 | Yes (X) | ||||
| LOUIS PRUES - LSSM | ||||||||
| DIR. OF BUSINESS DEVELOPMENT | 40.0 | $116,073 | $14,575 | Yes (X) | ||||
| KEN ULRICH - LSSM | ||||||||
| VP HUMAN RESOURCE DEVELOPMENT | 40.0 | $165,249 | $3,246 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,759,501 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $251,898 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RITCHIE TYE CONSULTING INC | |||||
| 299 BROADWAY SUITE 1105 | NEW YORK | NY | 10007 | CONSULTING SERVICES | $185,460 |
| CLARK HILL | |||||
| 500 WOODWARD AVE SUITE 3500 | DETROIT | MI | 482263435 | LEGAL | $145,067 |
| RICHMAN PARTNERS LLC | |||||
| 2232 SOUTH MAIN ST | ANN ARBOR | MI | 48103 | CONSULTING SERVICES | $133,586 |
| BDO USA LLP | |||||
| 200 OTTAWA AVENUE NW SUITE 300 | GRAND RAPIDS | MI | 49503 | AUDIT/ACCOUNTING | $110,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $122,412 | FederatedCampaignsAmt |
| Government Grants | $10,296,559 | GovernmentGrantsAmt |
| All Other Contributions | $7,579,798 | AllOtherContributionsAmt |
| Noncash Contributions | $150,105 | NoncashContributionsAmt |
| Total Contributions | $17,998,769 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | $46,201,896 | $46,201,896 |
| CHILD CARE SERVICES | 624100 | $16,535,826 | $16,535,826 |
| PROGRAM SERVICE FEES | 623990 | $9,386,446 | $9,386,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,124,168 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $512,650 | TotalRevenueColumnAmt |
| Exclusion | $512,650 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $156,456 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,207 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $139,249 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,249 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $139,249 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,298,120 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,298,120 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT SERVICE TO EXEMPT ORGANIZATIONS | 541610 | $622,506 | $563,434 | $59,072 |
| MISCELLANEOUS - NET | 541860 | $1,354,344 | $1,354,344 | |
| INVESTMENT IN PARTNERSHIP | 532000 | -$98 | -$98 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $195,357 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,172,109 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,946,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,376,454 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $59,072 | UnrelatedBusinessRevenueAmt |
| Exclusion | $512,650 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,500 | TotalAmt |
| Program Services | $38,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,297,862 | TotalAmt |
| Program Services | $11,297,862 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,263,331 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,263,331 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,198,728 | TotalAmt |
| Program Services | $37,720,365 | ProgramServicesAmt |
| Management And General | $1,810,242 | ManagementAndGeneralAmt |
| Fundraising | $668,121 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,008 | TotalAmt |
| Program Services | $938,960 | ProgramServicesAmt |
| Management And General | $128,039 | ManagementAndGeneralAmt |
| Fundraising | $20,009 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,412,473 | TotalAmt |
| Program Services | $3,811,507 | ProgramServicesAmt |
| Management And General | $519,745 | ManagementAndGeneralAmt |
| Fundraising | $81,221 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,482,874 | TotalAmt |
| Program Services | $3,232,627 | ProgramServicesAmt |
| Management And General | $210,554 | ManagementAndGeneralAmt |
| Fundraising | $39,693 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,375 | TotalAmt |
| Program Services | $159,370 | ProgramServicesAmt |
| Management And General | $18,734 | ManagementAndGeneralAmt |
| Fundraising | $271 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,913 | TotalAmt |
| Program Services | $99,989 | ProgramServicesAmt |
| Management And General | $11,754 | ManagementAndGeneralAmt |
| Fundraising | $170 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,399,331 | TotalAmt |
| Program Services | $6,610,957 | ProgramServicesAmt |
| Management And General | $777,134 | ManagementAndGeneralAmt |
| Fundraising | $11,240 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,694 | TotalAmt |
| Program Services | $580,915 | ProgramServicesAmt |
| Management And General | $56,939 | ManagementAndGeneralAmt |
| Fundraising | $37,840 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,319,010 | TotalAmt |
| Program Services | $3,118,484 | ProgramServicesAmt |
| Management And General | $168,718 | ManagementAndGeneralAmt |
| Fundraising | $31,808 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,343,931 | TotalAmt |
| Program Services | $5,265,407 | ProgramServicesAmt |
| Management And General | $67,713 | ManagementAndGeneralAmt |
| Fundraising | $10,811 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,755 | TotalAmt |
| Program Services | $1,615,108 | ProgramServicesAmt |
| Management And General | $97,916 | ManagementAndGeneralAmt |
| Fundraising | $31,731 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,690 | TotalAmt |
| Program Services | $260,738 | ProgramServicesAmt |
| Management And General | $116,714 | ManagementAndGeneralAmt |
| Fundraising | $33,238 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,012,388 | TotalAmt |
| Program Services | $1,973,840 | ProgramServicesAmt |
| Management And General | $33,495 | ManagementAndGeneralAmt |
| Fundraising | $5,053 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,528,402 | TotalAmt |
| Program Services | $3,428,220 | ProgramServicesAmt |
| Management And General | $89,624 | ManagementAndGeneralAmt |
| Fundraising | $10,558 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,954 | TotalAmt |
| Program Services | $621,797 | ProgramServicesAmt |
| Management And General | $70,241 | ManagementAndGeneralAmt |
| Fundraising | $14,916 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $1,712,298 | $1,712,298 | ||
| BAD DEBT EXPENSE | $1,041,282 | $789,382 | $251,900 | |
| DUES & MEMBERSHIPS | $142,477 | $109,189 | $30,696 | $2,592 |
| REPAIRS & MAINTENANCE | $1,532,574 | $1,312,729 | $200,168 | $19,677 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,132 | TotalAmt |
| Program Services | $769,355 | ProgramServicesAmt |
| Management And General | $199,111 | ManagementAndGeneralAmt |
| Fundraising | $23,666 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,632,982 | TotalAmt |
| Program Services | $85,467,599 | ProgramServicesAmt |
| Management And General | $6,122,768 | ManagementAndGeneralAmt |
| Fundraising | $1,042,615 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,875,545 | BOYAmt |
| EOY | $4,356,526 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,558,414 | BOYAmt |
| EOY | $2,847,828 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,539 | BOYAmt |
| EOY | $950,377 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,436,358 | BOYAmt |
| EOY | $8,393,105 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,060 | BOYAmt |
| EOY | $160,646 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,011 | BOYAmt |
| EOY | $573,983 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $84,697,294 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,195,291 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,332,252 | BOYAmt |
| EOY | $48,502,003 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,047,764 | BOYAmt |
| EOY | $22,321,268 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,211,238 | BOYAmt |
| EOY | $16,832,386 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,224 | BOYAmt |
| EOY | $436,673 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,157,801 | BOYAmt |
| EOY | $7,778,082 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,227,206 | BOYAmt |
| EOY | $113,152,877 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,272,964 | BOYAmt |
| EOY | $9,842,708 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,041,789 | BOYAmt |
| EOY | $948,479 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,645,000 | BOYAmt |
| EOY | $37,785,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,518,770 | BOYAmt |
| EOY | $3,101,184 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,396,615 | BOYAmt |
| EOY | $7,555,626 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,549,718 | BOYAmt |
| EOY | $13,464,219 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,424,856 | BOYAmt |
| EOY | $72,697,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,784,832 | BOYAmt |
| EOY | $24,762,645 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,074,207 | BOYAmt |
| EOY | $5,723,117 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,943,311 | BOYAmt |
| EOY | $9,969,899 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,802,350 | BOYAmt |
| EOY | $40,455,661 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,227,206 | BOYAmt |
| EOY | $113,152,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $313,963 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,570,866 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $768,482 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,956,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,801,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,941,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,885,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,998,769 | CurrentTaxYearAmt |
| Total | $71,583,276 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,956,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,801,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,941,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,885,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,998,769 | CurrentTaxYearAmt |
| Total | $71,583,276 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $71,583,276 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $431,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $515,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $669,106 | CurrentTaxYearAmt |
| Total | $2,195,742 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | -$5,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,937 | CurrentTaxYearMinus1YearAmt |
| Total | -$308 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $73,778,710 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $291,578,989 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97024 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $913 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $1,243 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $27,881 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $30,037 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION'S POLITICAL CAMPAIGN ACTIVITIES: Lutheran Social Services of Michigan does not engage in any political campaign activities. We work to shape state and federal public policy by educating public officials and advocating on specific issues including, but not limited to, aging services, child welfare, affordable housing, refugee services, persons with disabilities, and other nonprofit sector issues. We focus on policies that equip people for the dual role of caring for self and caring for others. By engaging in advocacy on public policy issues Lutheran Social Services of Michigan helps public officials better understand how policies affect their constituents - people and families in need of health care and social services; employers and employees; and people and organizations providing care and services. An allocation of personnel time and expense is provided for Line 1(g) lobbying costs. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,221,380 | BeginningYearBalanceAmt |
| Contributions | $1,026,588 | ContributionsAmt |
| Investment Earnings Or Losses | $1,982,215 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $220,363 | OtherExpendituresAmt |
| End Year Balance | $13,009,820 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,521,762 | BeginningYearBalanceAmt |
| Contributions | $726,785 | ContributionsAmt |
| Investment Earnings Or Losses | $1,151,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $178,900 | OtherExpendituresAmt |
| End Year Balance | $10,221,380 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,505,913 | BeginningYearBalanceAmt |
| Contributions | $306,047 | ContributionsAmt |
| Investment Earnings Or Losses | -$108,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $181,847 | OtherExpendituresAmt |
| End Year Balance | $8,521,762 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,732,024 | BeginningYearBalanceAmt |
| Contributions | $1,227,756 | ContributionsAmt |
| Investment Earnings Or Losses | $716,349 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $170,216 | OtherExpendituresAmt |
| End Year Balance | $8,505,913 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,279,657 | BeginningYearBalanceAmt |
| Contributions | $344,490 | ContributionsAmt |
| End Year Balance | $7,624,147 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.76634 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23366 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,157,932 | OtherCostOrOtherBasisAmt |
| Book Value | $2,157,932 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,227,769 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,195,291 | DepreciationAmt |
| Book Value | $36,032,478 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,849,924 | OtherCostOrOtherBasisAmt |
| Book Value | $1,849,924 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,563,276 | OtherCostOrOtherBasisAmt |
| Book Value | $7,563,276 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $898,393 | OtherCostOrOtherBasisAmt |
| Book Value | $898,393 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,502,003 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LUTHERAN ADOPTION SERVICES | $516,058 | C |
| CHRISTIAN HOME HEALTH CARE | $246,406 | C |
| DANISH VILLAGE | $8,521,007 | C |
| ADRIAN VILLAGE | $7,548,915 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $16,832,386 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (13 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMP. INVESTMENTS | $727,801 |
| FUNDS HELD IN TRUST-RESIDENTS | $450,618 |
| INSURANCE RESERVE | $45,335 |
| DEFERRED ANNUITY | $480,641 |
| SYNDICATION COSTS | $1,158,035 |
| REPAIR ESCROW | $59,919 |
| MORTGAGE ESCROW | $61,431 |
| EMPLOYEE BENEFITS | $567,556 |
| MISCELLANEOUS | $17,326 |
| OTHER RESERVES | $944,913 |
| DEFERRED FINANCING FEES (NET) | $154,712 |
| TAX CREDIT FEE | $91,750 |
| FUND HELD IN TRUST-MAPLE CREEK | $3,018,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,778,082 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMP LIABILITY | $767,064 |
| PARTNERSHIP MINORITY INTEREST | $3,859,698 |
| CONSOLIDATED PARTNERSHIP DEBT | $8,837,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,464,219 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $94,634,049 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,882,461 | OtherRevenueAmt |
| Revenue Not Reported | $1,882,461 | RevenueNotReportedAmt |
| Revenue Subtotal | $92,751,588 | RevenueSubtotalAmt |
| Other Revenues Not Included | $195,357 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $195,357 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,946,945 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $94,881,012 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,248,030 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,248,030 | ExpensesNotReportedAmt |
| Expenses Subtotal | $92,632,982 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $92,632,982 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | INTENDED USES OF ORGANIZATION'S ENDOWMENT FUNDS: INVESTMENTS OF THE PERMANENTLY RESTRICTED NET ASSETS CONSIST OF MONEY MARKET FUNDS, CERTIFICATES OF DEPOSIT AND MUTUAL FUNDS WITH A TARGET ALLOCATION OF 65% IN EQUITIES AND 35% IN FIXED INCOME SECURITIES. ON A PERIODIC BASIS, THE FOUNDATION'S INVESTMENT COMMITTEE PROJECTS THE AVAILABLE FUNDS TO BE DISBURSED OUT OF THE ENDOWMENT FUND. BASED ON THIS PROJECTION, THE FOUNDATION'S EXECUTIVE COMMITTEE SELECTS AND APPROVES A DISBURSEMENT PLAN FOR THE RELATED PERIOD. DISBURSEMENTS ARE MADE TO SUPPORT THE OPERATIONAL AND CAPITAL NEEDS OF LSSM. THE DONORS OF THESE ASSETS PERMIT LSSM TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES. THE LSSM FOUNDATION IS A WHOLLY-OWNED NOT FOR PROFIT SUBSIDIARY OF LSSM. DONORS CONTRIBUTE PERMANENTLY RESTRICTED NET ASSETS TO THE FOUNDATION THROUGH FIVE ENDOWMENT FUNDS. |
| SCHEDULE D, PART VI, LINE 1(B)(C) | ACCUMULATED DEPRECIATION: ACCUMULATED DEPRECIATION IS NOT AVAILABLE BY ASSET CATEGORY. |
| PART X, LINE 2 | ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48: LSSM AND ITS SUBSIDIARIES FALL UNDER THE GROUP EXEMPTIONS GRANTED TO THE EVANGELICAL LUTHERAN CHURCH IN AMERICA BY THE INTERNAL REVENUE SERVICE. LSSM IS SIMILARLY EXEMPT FROM MICHIGAN TAXES. LSSM IS EXEMPT FROM FEDERAL INCOME TAXES DUE TO ITS STATUS AS A NOT-FOR-PROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN EVALUATED BY MANAGEMENT. LSSM DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2013. |
| SCHEDULE D, PART IV, LINE 2B | ESCROW AND CUSTODIAL ARRANGEMENTS: LSSM HAS PHYSICAL CUSTODY OF ASSETS HELD IN TRUST WHICH ARE NOT AVAILABLE FOR ITS USE. THESE ASSETS MAY BE DISBURSED ONLY ON THE INSTRUCTIONS OF THE ORGANIZATION OR INDIVIDUAL FROM WHOM THEY ARE RECEIVED. FUNDS IN THE AMOUNT OF $450,618 INCLUDE FUNDS HELD IN TRUST FOR RESIDENTS, DEPOSITS AND PERSONAL FUNDS. THESE ASSETS ARE RECORDED AT FAIR VALUE AS OF DECEMBER 31, 2013. LSSM ALSO HOLDS $3,018,045 IN TRUST FOR RESIDENTS' ENTRY FEE DEPOSITS WITH MAPLE CREEK SENIOR LIVING, LLC. (SEE RELATED PARTY NOTE ON SCHEDULE O). |
| SCHEDULE D, PART XI, LINES 2D & 4B | RECONCILIATION OF REVENUE: PARTNERSHIP REVENUE - $1,882,461 INTEREST RATE SWAP - LSSM - $195,357 |
| SCHEDULE D, PART XII, LINE 2D | RECONCILIATION OF EXPENSES: PARTNERSHIP EXPENSES - $2,248,030 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN ADOPTION SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 383330163 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $38,500 | CashGrantAmt |
| Purpose Of Grant | PROGRAM SERVICES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MISCELLANEOUS | GrantTypeTxt |
| Recipient | 4433 | RecipientCnt |
| Cash Grant | $11,336,362 | CashGrantAmt |
| Valuation Method Used | fmv | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS TO INDIVIDUALS DETAIL: The total assistance to individuals of $11,336,362 is broken down as follows: $5,340,660 - Board and Care for Foster Children - Payments made to foster parents based on daily rates specified by the Michigan Department of Human Resources (DHS). $2,602,095 - Special Needs for Foster Children - Includes $2,223,356 of education and training vouchers (ETV) all of which are approved by the State, and actual costs of $238,145 for Refugee Child and Family that are reimbursed by DHS or Lutheran Immigration and Refugee Services. $3,062,947 - Special Needs for Refugees Adults Program - The Refugee program monitors the data and reconciles and reports the spending for billing by individual case. The information is reconciled each month to the financial reports which are tied to the billings. $206,181 - Clothing for Foster Children; payments made to foster parents based on per child amounts specified by DHS. $15,460 - Christmas Gifts for Foster Children $4,991 - Clothing for Developmentally Disabled $104,028 - Other | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| JERRY BENJAMIN - LSSM | |||||
| VP/CFO | $209,525 | $13,784 | $22,203 | $11,940 | $257,452 |
| SEAN DE FOUR - LSSM | |||||
| VP CHILDREN & FAMILY SERVICES | $141,904 | $11,808 | $153,712 | ||
| ROBERT LOUIS FERDINAND - LSSM | |||||
| VP OF HOME & COMMUNITY | $136,324 | $5,000 | $3,529 | $11,797 | $156,650 |
| RICHARD MARTIN - LSSM | |||||
| CHIEF ADVANCEMENT OFFICER | $170,071 | $4,245 | $10,578 | $184,894 | |
| WENDY PERRY - LSSM | |||||
| EXECUTIVE DIRECTOR, FINANCIAL | $135,399 | $10,227 | $3,635 | $5,144 | $154,405 |
| MARK STUTRUD - LSSM | |||||
| PRESIDENT | $290,142 | $45,000 | $106,375 | $14,295 | $455,812 |
| VICKIE THOMPSON-SANDY - LSSM | |||||
| CHIEF SERVICE OFFICER | $177,641 | $11,550 | $21,225 | $352 | $210,768 |
| KEN ULRICH - LSSM | |||||
| VP HUMAN RESOURCE DEVELOPMENT | $159,859 | $5,390 | $2,929 | $317 | $168,495 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I | SCHEDULE J ADDITIONAL INFORMATION: LOUIS PRUES, DIRECTOR OF BUSINESS DEVELOPMENT SHOWN IN PART VII, IS AN ORDAINED MINISTER AND AS SUCH IS RESPONSIBLE FOR HIS OWN SOCIAL SECURITY. HIS COMPENSATION IS GROSSED UP TO REFLECT THE NORMAL ONE-HALF OF SOCIAL SECURITY AN EMPLOYER WOULD PAY. LSSM INSTITUTED A VARIABLE COMPENSATION PLAN IN 2012 IN WHICH KEY EMPLOYEES COULD EARN ADDITIONAL COMPENSATION BASED ON PERFORMANCE AGAINST FIVE PILLARS - FINANCE, PEOPLE, QUALITY, SERVICE AND INNOVATION. TIER I EMPLOYEES (ESSENTIALLY VPS) CAN EARN UP TO 15% OF THEIR BASE PAY BASED ON PERFORMANCE AGAINST OBJECTIVE TARGETS. TIER II EMPLOYEES (ESSENTIALLY DIRECTOR LEVEL) CAN EARN UP TO 10% BASED ON PERFORMANCE AGAINST OBJECTIVE TARGETS. |
| SCHEDULE J, PART I, LINE 4B | RETIREMENT PLAN: LSSM EMPLOYEES (NON-CLERGY) PARTICIPATE IN A DEFINED-CONTRIBUTION RETIREMENT PLAN (PLAN). THE PLAN IS A QUALIFIED RETIREMENT PLAN UNDER SECTION 403(B) OF THE INTERNAL REVENUE CODE. THE PENSION BENEFITS ARE ADMINISTERED THROUGH PORTICO BENEFIT SERVICES, A MINISTRY OF THE EVANGELICAL LUTHERAN CHURCH OF AMERICA (ELCA) UNDER THE ELCA MASTER INSTITUTIONAL RETIREMENT PLAN AND THROUGH THRIVENT FINANCIAL UNDER THE LUTHERAN SOCIAL SERVICES OF MICHIGAN THRIVENT SECTION 403(B) PLAN. AN EMPLOYEE MUST BE 18 YEARS OF AGE TO PARTICIPATE. ELIGIBLE EMPLOYEES MAY CONTRIBUTE ANY DOLLAR AMOUNT OR PERCENTAGE OF THEIR GROSS EARNINGS, UP TO A MAXIMUM AMOUNT AS DEFINED BY THE INTERNAL REVENUE SERVICE, WHICH IS INVESTED IN A RETIREMENT PLAN. EMPLOYEE CONTRIBUTIONS VEST IMMEDIATELY. FOR THE PORTION OF THE PLAN ADMINISTERED THROUGH PORTICO BENEFIT SERVICES, LSSM WILL MATCH 375% OF THE EMPLOYEE'S CONTRIBUTION, UP T0 1.5% OF ELIGIBLE WAGES. FOR THOSE HIRED PRIOR TO JANUARY 1, 2013, LSSM MATCHING CONTRIBUTIONS VEST IMMEDIATELY. FOR THOSE HIRED ON OR AFTER JANUARY 1, 2013, LSSM MATCHING CONTRIBUTIONS VEST AFTER THREE YEARS OF EMPLOYMENT WITH LSSM. FOR THE PORTION OF THE PLAN ADMINISTERED THROUGH THRIVENT FINANCIAL, EMPLOYEES ARE ELIGIBLE FOR A CONTRIBUTION OF 2.5% OF COMPENSATION FROM LSSM WHICH VESTS IMMEDIATELY. EMPLOYER CONTRIBUTIONS FOR THE YEAR ENDED DECEMBER 31, 2013 WERE $1,087,007 FOR ALL ELIGIBLE EMPLOYEES. LSSM HAS DEFERRED COMPENSATION PLANS WHICH ALLOW FOR ELECTIVE PARTICIPANT DEFERRALS. THERE IS NO REQUIRED EMPLOYER MATCH. THE PLANS ARE NOT INTENDED TO BE QUALIFIED PLANS UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE. THE PLANS ARE INTENDED TO BE UNFUNDED AND, THEREFORE, ALL COMPENSATION DEFERRED IS HELD BY LSSM AND COMBINED WITH ITS GENERAL ASSETS. HOWEVER, EMPLOYEE DEFERRALS ARE DEPOSITED INTO INSURANCE CONTRACTS OWNED BY LSSM. WITHIN THESE CONTRACTS, THE EMPLOYEES HAVE THE OPTION OF SELECTING A VARIETY OF INVESTMENTS. THE RETURN ON THESE UNDERLYING INVESTMENTS WILL DETERMINE THE AMOUNT OF EARNING CREDIT. BENEFITS CONSISTING OF THE ELECTIVE PARTICIPANT DEFERRALS AND ACCRUED INTEREST WILL BE PAYABLE UPON DEATH, DISABILITY, OR RETIREMENT. THE LIABILITY UNDER THESE PLANS TOTAL $239,445 AT DECEMBER 31, 2013. EFFECTIVE JANUARY 1, 2010, LSSM ESTABLISHED A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR MARK STUTRUD, PRESIDENT. THE PLAN IS A NON-QUALIFIED, DEFERRED COMPENSATION ARRANGEMENT UNDER WHICH THE ASSETS ARE OWNED BY LSSM. UNDER THE TERMS OF THE PLAN, THE PARTICIPANT EARNS CREDITS BASED ON YEARS OF SERVICE AND FULLY VESTS AT RETIREMENT. LSSM IS RECOGNIZING THE EXPENSE INCURRED AS CREDITED SERVICE IS EARNED. EXPENSE OF $100,000 WAS RECOGNIZED IN 2013. LSSM ESTABLISHED A SECTION 457(b) PLAN IN 2011 AND RECOGNIZED EXPENSE OF $33,000 IN 2013. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ECONOMIC DEVELOPMENT CORP - CITY OF GRAND RAPIDS | ||||||||
| A | 521701965 | 386246HF2 | 2007-06-25 | $30,350,000 | RENOVATE GRAND RAPIDS PROPERTY | false | false | false |
| MICHIGAN STRATEGIC FUND | ||||||||
| B | 521417332 | 59469C6MO | 2003-09-10 | $19,195,000 | RE-FINANCE DEBT, RENOVATE FACILITY | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,500,000 | $0 | $30,350,000 | $0 | $0 | $0 | $605,333 | $100,003 | $0 | $29,644,664 | $0 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| B | $3,260,000 | $0 | $19,195,000 | $0 | $0 | $0 | $16,344,617 | $354,862 | $385,021 | $0 | $2,110,500 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | |||||||||||
| A | Yes (true) | Yes (true) | Yes (true) | 10. | false | false | false | 0 | false | false | |
| MORGAN STANLEY | |||||||||||
| B | false | Yes (true) | Yes (true) | 23.584 | Yes (true) | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCEDURES TO MONITOR 148 REQUIREMENTS | LSSM IS REQUIRED TO PERIODICALLY MONITOR THE REQUIREMENTS OF SECTION 148 AND MAINTAIN COMPLIANCE OR CURE VIOLATIONS IN ACCORDANCE WITH THE NON-ARBITRAGE AND TAX COMPLIANCE CERTIFICATE AND RELATED MEMORANDUM. PROJECT FUNDS HAVE BEEN FULLY DEPLOYED FOR THE PERMITTED INTENDED USES, AND NO LONGER REQUIRE PERIODIC REVIEW FOR COMPLIANCE. |
| FORM 8038-T, EXCEPTION TO REBATE | FORM 8038-T WAS NOT ISSUED AS SPENDING OF THE BOND PROCEEDS COMPLIED WITH THE TWO-YEAR SPENDING EXCEPTION UNDER THE ARBITRAGE REBATE REQUIREMENTS. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $26,335 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $777 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $58,763 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $64,230 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, LINE 19 | FOOD CONTRIBUTIONS: A LOCAL FOOD BANK CONTRIBUTES FOOD THROUGHOUT THE YEAR AS SUPPLIES ARE AVAILABLE. |
| SCHEDULE M, PART I, LINE 32B | VEHICLE CONTRIBUTIONS: LUTHERAN SOCIAL SERVICES OF MICHIGAN REFERS DONORS OF VEHICLES TO A THIRD PARTY WHO PREPARES THE VEHICLES FOR SALE. ONCE THE VEHICLE HAS BEEN SOLD, THE PROCEEDS NET OF EXPENSES ARE REMITTED TO LUTHERAN SOCIAL SERVICES OF MICHIGAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, LINE H(B) | AFFILIATED ORGANIZATIONS INCLUDED: LSSM FOUNDATION 8131 E. JEFFERSON AVE. DETROIT, MI 48214 38-3201490 LUTHERAN IN-HOME CARE 8131 E. JEFFERSON AVE. DETROIT, MI 48214 38-2726270 H-LINE INC. 8131 E. JEFFERSON AVE. DETROIT, MI 48214 38-2726270 LAKEVIEW CADILLAC HOLDINGS, LLC 8131 E. JEFFERSON AVE. DETROIT, MI 48214 38-2726270 MAPLE CREEK SENIOR LIVING, LLC 8131 E. JEFFERSON AVE. DETROIT, MI 48214 38-2726270 |
| FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES | OTHER PROGRAM SERVICES: LSSM is Michigan's largest private refugee resettlement agency, providing sponsorship of refugees, immigration and related legal services, and assistance with resettlement and acculturation. LSSM is Michigan's primary provider for job development and placement, English language training and citizenship services. In 2013, LSSM supported the resettlement of 2,128 refugees. In addition, 1,377 refugees received employment assistance, and 225 youth were enrolled in LSSM's school program. After resettlement, the focus is to achieve self-sufficiency. LSSM owns and operates a community center in Saginaw - Neighborhood House. In 2013, Neighborhood House served 39,951 meals, both at the community center and to home-bound senior community members. In addition, the center provided tutoring and after school recreation to 268 youth. LSSM maintains a 33-person residential center in Detroit that provides transitional services for women exiting the criminal justice system - Heartline. Heartline served 134 women in 2013. Of those women, 76% completed the program successfully. LSSM operates the Wayne County Family Center in Westland, Michigan's largest homeless shelter for families (parents with children and pregnant single women), housing up to 108 persons in 24 rooms, and offering an onsite licensed child care center. In 2013, the Wayne County Family Center provided 79 families with temporary housing, and provided information and referral services to an additional 1,670 families. LSSM manages 16 affordable housing communities; rental assistance is provided by the Department of Housing and Urban Development (HUD) based on income eligibility. Thirteen of these housing communities, located throughout the state, serve senior adults living independently; two serve families, and are located in Monroe and Adrian; and one, located in Lansing, serves physically disabled persons capable of living independently with our without a live-in-aide. In 2013, LSSM served 1,667 residents in 933 affordable housing apartments. The properties continue to perform high on all HUD reviews, achieving an average reac score of 94%, demonstrating LSSM's commitment to high standards of maintenance and service. LSSM continues to develop its Home Care offering; with the goal to provide supports that enable consumers to attain and maintain their independence. We provide support for activities of daily living, home health and some behavioral health serving seniors, persons/children with disabilities and/or mental illness, and persons convalescing from an illness or surgery. In April of 2012, LSSM acquired a 50% membership interest in Christian Home Health Care, allowing LSSM to offer Medicare-certified home health services such as skilled nursing, physical therapy, etc. In May of 2013, LSSM acquired an additional 10% membership interest. In 2013, LSSM served 534 consumers providing 284,716 hours of home care. |
| PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: PRIOR TO SUBMISSION TO THE IRS, THE FORM IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. |
| PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY BY MONITORING CONTRACTS, INVOICES, AND PERSONNEL, AND BY REQUESTING INFORMATION AT ALL BOARD MEETINGS. |
| PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION: CEO COMPENSATION: THE EXECUTIVE COMMITTEE DETERMINES CEO COMPENSATION USING COMPARATIVE DATA COMPILED BY INTERNAL AND EXTERNAL HUMAN RESOURCE DIVISION SOURCES, ALONG WITH SPECIFIC GOAL ACHIEVEMENTS. OTHER TOP COMPENSATION: AT DIRECTION OF THE HUMAN RESOURCES DEPARTMENT, COMPARABLE DATA AND BUDGETARY GUIDELINES ARE USED TO DETERMINE COMPENSATION. |
| PART VI, SECTION B, LINE 16 | JOINT VENTURE PARTICIPATION: DANISH VILLAGE LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP (THE ASSOCIATION) WAS FORMED AS A LIMITED PARTNERSHIP IN DECEMBER 2006 FOR THE PURPOSE OF CONSTRUCTING, OWNING, OPERATING, AND MANAGING HOUSING FACILITIES IN ROCHESTER HILLS, MICHIGAN FOR SENIORS AND DISABLED INDIVIDUALS. THE PROJECT IS A 150-UNIT APARTMENT COMPLEX. THE ASSOCIATION HAS ONE GENERAL PARTNER - DANISH VILLAGE GP, LLC AND ONE LIMITED PARTNER - GL-DANISH VILLAGE ROCHESTER HILLS LLC. ADRIAN VILLAGE LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP (THE ASSOCIATION) WAS FORMED AS A LIMITED PARTNERSHIP IN 2012 FOR THE PURPOSE OF CONSTRUCTING, OWNING, OPERATING, AND MANAGING HOUSING FACILITIES IN ADRIAN, MICHIGAN FOR SENIORS AND FAMILIES. THE PROJECT IS A 114-UNIT APARTMENT COMPLEX. THE ASSOCIATION HAS ONE GENERAL PARTNER - ADRIAN VILLAGE GP, LLC AND TWO LIMITED PARTNERS - GL-ADRIAN VILLAGE APARTMENTS ADRIAN, LLC AND GREAT LAKES CAPITAL FUND MICHIGAN COMMUNITY LIMITED PARTNERSHIP XX-2. |
| PART VI, SECTION B, LINE 12-16 | POLICIES OF DISREGARDED ENTITIES: ALTHOUGH THE DISREGARDED ENTITIES HAVE NOT ADOPTED ALL OF THESE GOVERNANCE POLICIES, THEY FOLLOW THE SAME POLICIES AS LSSM. |
| PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS TO THE PUBLIC: THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. JERRY BENJAMIN HAS PUBLIC INSPECTION COPIES AVAILABLE AT 8131 EAST JEFFERSON, DETROIT, MI 48214. |
| 990, PART XI, LINE 9 | RECONCILIATION OF NET ASSETS: PARTNERSHIP REVENUE - 1,882,461 PARTNERSHIP EXPENSES - (2,248,030) MINORITY INTEREST IN PARTNERSHIP INCOME - 171,208 NET INCOME FROM AFFILIATE'S OPERATIONS - 360,489 INTEREST RATE SWAP - DANISH VILLAGE - $602,354 |
| SCHEDULE R | RELATED PARTY DISCLOSURE - SUBSIDIARIES AND AFFILIATES: THE LSSM FOUNDATION IS A WHOLLY-OWNED, NOT-FOR-PROFIT SUBSIDIARY OF LSSM. DONORS CONTRIBUTE PERMANENTLY RESTRICTED NET ASSETS TO THE FOUNDATION THROUGH ITS ENDOWMENT FUNDS. H-LINE, INC., (D/B/A HEARTLINE) IS A WHOLLY OWNED, NOT-FOR-PROFIT SUBSIDIARY OF LSSM THAT PROVIDES TRANSITIONAL SERVICES FOR WOMEN EXITING THE CRIMINAL JUSTICE SYSTEM. MAPLE CREEK SENIOR LIVING, LLC IS A WHOLLY OWNED LLC OF LSSM THAT PROVIDES INDEPENDENT LIVING COMMUNITIES FOR SENIORS AT LSSM'S MAPLE CREEK CONTINUING CARE RETIREMENT COMMUNITY IN GRAND RAPIDS, MICHIGAN. THESE COMMUNITIES CONSIST OF APARTMENTS AND CONDOMINIUM-STYLE UNITS. ENTRY FEES ARE MAINTAINED IN SEPARATE ACCOUNTS AND ARE REPORTED AS FUNDS HELD IN TRUST. FIFTY PERCENT (50%) OF THE ENTRANCE FEE IS FULLY REFUNDABLE TO THE RESIDENT, WHILE MAPLE CREEK SENIOR LIVING, LLC CAN EARN UP TO THE REMAINING 50% DEPENDING ON THE ACTUAL LENGTH OF OCCUPANCY. THE REFUNDABLE PORTION OF THE ENTRANCE FEE IS REMITTED WHEN AN INDIVIDUAL TERMINATES THEIR RESIDENCY IN THE COMMUNITY. IN 2013, ENTRANCE FEES WERE AMORTIZED AND RECOGNIZED AS REVENUE BASED ON AN ESTIMATE OF THE AVERAGE LENGTH OF OCCUPANCY FOR ALL RESIDENTS. AT DECEMBER 31, 2013, ENTRY FEE DEPOSITS TOTALED $3,018,045 AND WERE PARTIALLY OFFSET BY A LIABILITY OF $2,681,479. IN 2013, ENTRANCE FEES IN THE AMOUNT OF $213,599 WERE AMORTIZED AND RECOGNIZED. LAKEVIEW CADILLAC HOLDINGS, LLC (LCH) WAS FORMED BY LSSM TO OWN THE ASSETS OF LAKEVIEW LUTHERAN MANOR. IN AUGUST 2011, LSSM TRANSFERRED AT BOOK VALUE THE PROPERTY TO LCH, WHICH SUBSEQUENTLY ENTERED INTO A $7,628,700 HUD-INSURED MORTGAGE AGREEMENT TO RENOVATE THE FACILITY. THE BALANCE OF THE MORTGAGE NOTE AT DECEMBER 31, 2013 WAS $7,466,491. LSSM CONTINUES TO DO BUSINESS AS THE LAKEVIEW AND LEASES THE ASSETS FROM LCH. IN SEPTEMBER 2011, LSSM PURCHASED THE ASSETS AND FRANCHISE RIGHTS OF A HOME CARE ASSISTANCE COMPANY. LSSM REPORTS THIS ACTIVITY AS LUTHERAN IN-HOME CARE IN ITS FINANCIAL STATEMENTS. THE ASSETS ACQUIRED AND LIABILITIES ASSUMED AS A RESULT OF THE ACQUISITION ARE INCLUDED IN LSSM'S CONSOLIDATED BALANCE SHEETS AS OF THE ACQUISITION DATE. THE PURCHASE PRICE WAS ALLOCATED TO THE TANGIBLE AND IDENTIFIABLE INTANGIBLE ASSETS ACQUIRED AND LIABILITIES ASSUMED BASED ON THEIR ESTIMATED FAIR VALUES ON THE ACQUISITION DATE. IN 2012 LSSM TRANSFERRED ITS IN-HOME CARE ACTIVITY TO LUTHERAN IN-HOME CARE, WHICH INCREASED ITS NET ASSETS BY $582,995. DANISH VILLAGE GP, LLC IS THE WHOLLY OWNED GENERAL PARTNER OF DANISH VILLAGE LDHA, WHICH PROVIDES HOUSING FOR SENIORS AND DISABLED INDIVIDUALS IN ROCHESTER HILLS, MICHIGAN. THIS PARTNERSHIP WAS FORMED IN 2006 AND, IN 2007, PURCHASED AN ESTABLISHED HOUSING FACILITY FROM LUTHERAN HOUSING CORPORATION, AN AFFILIATE OF LSSM, FOR $7,140,000. DURING 2007, THE PARTNERSHIP REHABILITATED THIS HOUSING FACILITY AND MANAGES ITS OPERATIONS. ADRIAN VILLAGE GP, LLC IS THE WHOLLY-OWNED GENERAL PARTNER OF ADRIAN VILLAGE LDHA, WHICH PROVIDES HOUSING FOR SENIORS AND FAMILIES IN ADRIAN, MICHIGAN. THIS PARTNERSHIP WAS FORMED IN 2012 AND PURCHASED AN ESTABLISHED HOUSING FACILITY FROM LUTHERAN HOUSING CORPORATION - ADRIAN, AN AFFILIATE OF LSSM, FOR $2,600,000. DURING 2013, THE PARTNERSHIP REHABILITATED THIS HOUSING FACILITY AT A COST OF $7,067,791 AND MANAGES ITS OPERATIONS. HOPE DEVELOPMENT SOLUTIONS, LLC, A WHOLLY-OWNED LLC OF LSSM, WAS FORMED IN 2006 TO PROVIDE MANAGEMENT SERVICES FOR THE REHABILITATION OF THE PARTNERSHIPS' HOUSING FACILITIES. LSSM IS ONE OF TWO MEMBERS OF LUTHERAN ADOPTION SERVICES (LAS), A NOT-FOR-PROFIT CORPORATION. LSSM USES THE EQUITY METHOD TO RECORD ITS 50% EQUITY INTEREST IN LAS. LSSM'S 2013 EQUITY INTEREST IN LAS WAS $516,058. IN 2012 LSSM ACQUIRED A 50% MEMBERSHIP INTEREST IN CHRISTIAN HOME HEALTH CARE (CHHC), A NOT-FOR-PROFIT CORPORATION PROVIDING MEDICARE-CERTIFIED HOME HEALTH CARE. DURING 2013, LSSM INCREASED ITS INTEREST TO 60%. LSSM USES THE EQUITY METHOD TO RECORD ITS EQUITY INTEREST IN CHHC. LSSM'S 2013 EQUITY INTEREST WAS $246,406. |
| SCHEDULE R, PART V, LINE 2 | ADDITIONAL SCHEDULE R INFORMATION: LSSM'S BOARD OF DIRECTORS ELECTS THE MAJORITY OF THE BOARDS OF LUTHERAN HOUSING CORPORATION OF CHEBOYGAN (D/B/A GREBE VILLAGE), LUTHERAN HOUSING CORPORATION OF LANSING (D/B/A ALISON HOUSE), LUTHERAN HOUSING CORPORATION OF ALPENA (D/B/A LUTHER COMMUNITY MANOR), LUTHERAN HOUSING CORPORATION OF ANN ARBOR (D/B/A SEQUOIA PLACE), LUTHERAN HOUSING CORPORATION - CALVARY (D/B/A GATESHEAD CROSSING), AND LUTHERAN HOUSING CORPORATION OF MONROE (D/B/A VILLAGE PINES OF MONROE), EACH OF WHICH IS A SEPARATE TAX-EXEMPT ORGANIZATION WHOSE PURPOSE IS AFFORDABLE HOUSING SOLUTIONS. LSSM HAS RECEIVABLES FROM THESE RELATED FACILITIES AND OTHER MANAGED FACILITIES TOTALING $126,536 AND LSSM PROVIDES MANAGEMENT SERVICES TO THESE FACILITIES FOR WHICH IT RECOGNIZED MANAGEMENT SERVICE REVENUE OF $565,005. |
| SCHEDULE R, PART I | DANISH VILLAGE GP, LLC AND ADRIAN VILLAGE GP, LLC: DANISH VILLAGE GP, LLC IS THE GENERAL PARTNER OF DANISH VILLAGE LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP (DANISH VILLAGE LDHA). WHILE ALLOCATION OF THE PROFITS AND LOSSES ARE ALLOCATED 99.99% TO THE LIMITED PARTNERS AND 0.01% TO THE GENERAL PARTNER, IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REGARDING CONSOLIDATION OF SUBSIDIARIES, THE GENERAL PARTNER IS DEEMED TO CONTROL THE LIMITED PARTNERSHIP AND, THEREFORE, THE ACCOUNTS OF THE PARTNERSHIP ARE CONSOLIDATED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF LSSM. THE LIMITED PARTNER'S SHARE OF EQUITY, INCOME AND LOSS OF DANISH VILLAGE LDHA ARE REPORTED AS MINORITY INTEREST IN THE CONSOLIDATED FINANCIAL STATEMENTS. TOTAL ASSETS: $10,533,134 TOTAL LIABILITIES: $8,643,841 TOTAL NET ASSETS: $1,889,293 ADRIAN VILLAGE GP, LLC IS THE GENERAL PARTNER OF ADRIAN VILLAGE LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP (ADRIAN VILLAGE LDHA). WHILE ALLOCATION OF THE PROFITS AND LOSSES ARE ALLOCATED 99.99% TO THE LIMITED PARTNERS AND 0.01% TO THE GENERAL PARTNER, IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REGARDING CONSOLIDATION OF SUBSIDIARIES, THE GENERAL PARTNER IS DEEMED TO CONTROL THE LIMITED PARTNERSHIP AND, THEREFORE, THE ACCOUNTS OF THE PARTNERSHIP ARE CONSOLIDATED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF LSSM. THE LIMITED PARTNER'S SHARE OF EQUITY, INCOME AND LOSS OF ADRIAN VILLAGE LDHA ARE REPORTED AS MINORITY INTEREST IN THE CONSOLIDATED FINANCIAL STATEMENTS. TOTAL ASSETS: $8,317,422 TOTAL LIABILITIES: $6,347,570 TOTAL NET ASSETS: $1,969,852 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Total IncomeTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|
| HOPE DEVELOPMENT SOLUTIONS LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 205529686 | DEVELOPMENT | MI | $358,157 | NA | |
| DANISH VILLAGE GP LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 205529744 | HOUSING ASSIS | MI | NA | ||
| MAPLE CREEK SENIOR LIVING LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | HOUSING ASSIS | MI | $19,597,225 | NA | -$232,370 | |
| LAKEVIEW CADILLAC HOLDINGS LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | HOLDING CO. | MI | NA | |||
| ADRIAN VILLAGE GP LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 460876659 | HOUSING ASSIS | MI | NA | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EVANGELICAL LUTHERAN CHURCH IN AMERICA | ||||||||||
| 8765 W HIGGINS ROAD | CHICAGO | IL | 60631 | 411568278 | CHURCH | IL | 501(C)(3) | 1 | NA | false |
| LSSM FOUNDATION | ||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 383201490 | SOCIAL SERV. | MI | 501(C)(3) | 7 | LSSM | false |
| H-LINE INC | ||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 382726270 | SOCIAL SERV. | MI | 501(C)(3) | 7 | LSSM | false |
| LUTHERAN HOUSING CORP OF CHEBOYGAN | ||||||||||
| 1035 STANLEY STREET | CHEBOYGAN | MI | 49721 | 382593772 | SOCIAL SERV. | MI | 501(C)(3) | 9 | LSSM | false |
| LUTHERAN HOUSING CORPORATION OF ALPENA | ||||||||||
| 210 WILSON ST | ALPENA | MI | 49707 | 382534392 | SOCIAL SERV. | MI | 501(C)(3) | 9 | LSSM | false |
| LUTHERAN HOUSING CORP OF ANN ARBOR | ||||||||||
| 8131 E JEFFERSON AVENUE | DETROIT | MI | 48214 | 383112348 | SOCIAL SERV. | MI | 501(C)(3) | 7 | LSSM | false |
| LUTHERAN HOUSING CORPORATION OF MONROE | ||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 383258345 | SOCIAL SERV. | MI | 501(C)(3) | 9 | LSSM | false |
| LUTHERAN ADOPTION SERVICE | ||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 383330163 | SOCIAL SERV. | MI | 501(C)(3) | 7 | LSSM | false |
| LUTHERAN NP HOUSING CORP - LANSING | ||||||||||
| 8131 E JEFFERSON AVENUE | DETROIT | MI | 48214 | 300141220 | SOCIAL SERV. | MI | 501(C)(3) | 9 | LSSM | false |
| LUTHERAN HOUSING CORPORATION - CALVARY | ||||||||||
| 4950 GATESHEAD STREET | DETROIT | MI | 48236 | 208466348 | SOCIAL SERV. | MI | 501(C)(3) | 9 | LSSM | false |
| LUTHERAN IN-HOME CARE | ||||||||||
| 8131 E JEFFERSON | DETROIT | MI | 48214 | 453164676 | HOME CARE | MI | 501(C)(3) | 9 | LSSM | false |
| CHRISTIAN HOME HEALTH CARE | ||||||||||
| 42657 GARFIELD RD STE 217 | CLARION TWP | MI | 48038 | 743252227 | SOC. SERVICES | MI | 501(C)(3) | 7 | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANISH VILLAGE LDHA LP | |||||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 202660328 | LOW-INCOME HO | MI | NA | RELATED | $24 | -$509 | false | $0 | Yes (true) | 0.00010 | |
| ADRIAN VILLAGE LDHA LP | |||||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 454532834 | LOW-INCOME HO | MI | RELATED | -$44 | -$44 | false | $0 | Yes (true) | 0.00010 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |