LUTHERAN SERVICES IN AMERICA INCORPORATED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN SERVICES IN AMERICA INCORPORATED (EIN 36-3304707)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-12
- IRS object ID
- 201423169349302227
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T12:06:39-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 GREENSPRING DRIVE SUITE 300 | AddressLine1 |
| City | TIMONIUM | City |
| State | MD | State |
| ZIP Code | 210934161 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363304707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES IN AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 8006643848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MARYLAND AVENUE NE SUITE 500 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE HABERAECKER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8006643848 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA LAFFERTY CPA | PreparerPersonNm |
| PTIN | P01222987 | PTIN |
| Phone | 4104530900 | 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 | CHARLOTTE HABERAECKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MARYLAND AVENUE NE SUITE 500 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,920,808 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUTHERANSERVICES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SERVICE TO OVER 300 LUTHERAN HEALTH & SOCIAL SERVICES AGENCIES - SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,502,212 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,380,292 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $421,641 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $474,579 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,698 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,356 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,818 | PYOtherRevenueAmt |
| CY Other Revenue | $44,581 | CYOtherRevenueAmt |
| PY Total Revenue | $1,981,369 | PYTotalRevenueAmt |
| CY Total Revenue | $1,920,808 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,181,381 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,297,698 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $951,652 | PYOtherExpensesAmt |
| CY Other Expenses | $971,421 | CYOtherExpensesAmt |
| PY Total Expenses | $2,133,033 | PYTotalExpensesAmt |
| CY Total Expenses | $2,269,119 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$151,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$348,311 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,241,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,898,349 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $525,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $530,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,715,844 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,367,533 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LUTHERAN SERVICES IN AMERICA (LSA) IS A NETWORK OF MORE THAN 300 HEALTH AND SOCIAL SERVICES ORGANIZATIONS THAT SERVE THOUSANDS OF COMMUNITIES ACROSS THE U.S. AND THE CARIBBEAN, SPANNING THE SPECTRUM OF CARE FROM CHILDREN AND YOUTH PROGRAMS TO SERVICES FOR VETERANS, PEOPLE WITH DISABILITIES AND THE ELDERLY. ONE OF THE LARGEST NOT-FOR-PROFIT HUMAN-SERVICE NETWORKS IN THE COUNTRY, LSA'S MEMBERS ANNUALLY SERVE APPROXIMATELY ONE IN EVERY 50 PERSONS IN THE UNITED STATES AND EMPLOY NEARLY A QUARTER OF A MILLION PEOPLE. LSA CHAMPIONS LUTHERAN SOCIAL MINISTRY BY BUILDING VALUABLE CONNECTIONS, AMPLIFYING OUR VOICES AT THE NATIONAL LEVEL, INFLUENCING PUBLIC POLICY AND EMPOWERING OUR MEMBERS IN THEIR FAITH-BASED MISSIONS TO SERVE THEIR COMMUNITIES, BUILDING ON 150 YEARS OF SOCIAL MINISTRY EFFORTS. WE HELP OUR MEMBERS TRANSFORM THE LIVES OF PEOPLE AND COMMUNITIES THROUGH A STRONG, CONNECTED AND THRIVING NETWORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $415,819 | ExpenseAmt |
| Revenue | $975 | RevenueAmt |
| Desc | LUTHERAN IDENTITY & AWARENESS - LSA STRIVES TO BE A RECOGNIZED AND VISIBLE NETWORK AND A VOICE FOR LUTHERAN SOCIAL MINISTRY. WE WORK TO TELL THE STORY OF LUTHERAN SOCIAL MINISTRY, IN ORDER TO HELP OUR MEMBER ORGANIZATIONS GROW THEIR REACH AND DRIVE ENGAGEMENT IN THEIR CRITICAL HEALTH AND HUMAN SERVICES WORK. AS CHAMPIONS FOR OUR MEMBER ORGANIZATIONS, WE AMPLIFY THEIR VOICES AND EMPOWER THEM IN THEIR MISSIONS. THIS OFTEN TAKES THE FORM OF COMMUNICATIONS, SUCH AS OUR WEBSITE, PRINT AND DIGITAL COLLATERAL, RESOURCE MATERIALS AND PUBLICATIONS, OUR ANNUAL REPORT AND MEDIA/PR OUTREACH. WE ALSO SEEK TO FOSTER, STRENGTHEN AND EXPAND FAITH-BASED CONNECTIONS. LSA IS SUPPORTED BY A STRONG MANAGEMENT AND ADMINISTRATIVE STAFF AND A COMMITTED BOARD OF DIRECTORS THAT ALL WORK TOGETHER TO MANIFEST THE MISSION, VISION AND VALUES OF THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $438,847 | ExpenseAmt |
| Revenue | $173,511 | RevenueAmt |
| Desc | LEADERSHIP DEVELOPMENT-LSA PROVIDES A FRUITFUL ENVIRONMENT FOR LEADERSHIP DEVELOPMENT AND THE EXCHANGE OF KNOWLEDGE TO: HELP OUR MEMBERS SHARE BEST PRACTICES, IDENTIFY METHODS TO DRIVE SUSTAINABILITY AND PERFORMANCE, ENHANCE NETWORKING, FOSTER INNOVATION AND FACILITATE COLLABORATION. THIS INCLUDES PROVIDING TRAINING, RELATED MATERIALS, NEWSLETTERS AND OTHER RESOURCES TO HELP SUPPORT THE VITALITY OF OUR MEMBER ORGANIZATIONS. FOCUSED LEADERSHIP DEVELOPMENT EVENTS INCLUDE THE EXECUTIVE RETREAT, LEADERSHIP ACADEMY AND CEO ACADEMY. THROUGH THESE EVENTS AND PARTNERSHIP INITIATIVES, LSA SEEKS TO LEVERAGE EXPERTISE TO FIND SOLUTIONS TO THE UNIQUE NEEDS OF INDIVIDUAL ORGANIZATIONS AND SHARED NEEDS OF MULTIPLE ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $472,950 | ExpenseAmt |
| Revenue | $119,735 | RevenueAmt |
| Desc | ADVOCACY & MEMBER ENGAGEMENT - THE WASHINGTON-BASED PUBLIC POLICY STAFF SERVES AS THE NATIONAL VOICE FOR LUTHERAN SOCIAL MINISTRY, PROVIDING DIRECT ADVOCACY AND ACCESS TO FEDERAL LEGISLATORS AND THE ADMINISTRATION ON BEHALF OF LSA MEMBERS AND THE NATIONAL ISSUES PERTINENT TO THEM. THIS INCLUDES POLICY AWARENESS, DISSEMINATING INFORMATION AND KEEPING MEMBERS IN TOUCH WITH RESOURCES AND TOOLS TO ASSIST THEM. LSA ALSO PROVIDES SUPPORT TO OUR MULTIPLE NETWORKS REPRESENTING DISTINCT CATEGORIES WITHIN OUR MEMBER SERVICE ORGANIZATIONS (SUCH AS DISABILITY SERVICES); WE IDENTIFY CRITICAL FUNDING PARTNERS TO SUPPORT OUR MEMBERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $113,647 | $10,991 | OTHER PROGRAMS |
| $413,953 | $169,367 | CREATING MEMBER CONNECTIONS & OPPORTUNITIES - LSA CONNECTS MEMBERS IN A TRUSTED COMMUNITY TO ENSURE STRONG AND THRIVING SOCIAL MINISTRIES THAT TRANSFORM THE LIVES OF PEOPLE AND COMMUNITIES. WE PROVIDE PROGRAMS FOR CEOS, EXECUTIVES AND EMERGING LEADERS TO DRIVE DEVELOPMENT AND GROWTH THROUGH EVENTS, CONFERENCES AND NETWORKING THAT HELP MAKE MEANINGFUL CONNECTIONS FOR MEMBERS WITHIN THE NON-PROFIT, GOVERNMENT AND PRIVATE SECTORS TO DRIVE FUNDING OPPORTUNITIES AND IDENTIFY WAYS TO SUSTAIN AND GROW THEIR PROGRAMS. LSA SEEKS PARTNERSHIP AND FUNDING OPPORTUNITIES FOR MEMBERS AND CREATES OPPORTUNITIES SYSTEM WIDE FOR PEER-TO-PEER LEARNING THROUGH NETWORK MEETINGS, SELF-ADVOCACY TRAINING, LEADERSHIP DEVELOPMENT, SPECIAL PROJECTS, WEBINARS AND CONFERENCES. BY CONVENING AND LEADING WORKING GROUPS AND NETWORKS, WE ARE ABLE TO WORK TOGETHER TO IDENTIFY AND SOLVE PROBLEMS WORKING COLLABORATIVELY, INCLUDING JOINT PROGRAMS AND FUNDING. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $527,600 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $180,358 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,855,216 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLA SODEINDE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024995836 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MARYLAND AVENUE NE SUITE 500 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR JOHN BAUER | |||||||
| DIRECTOR - CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV DR STEPHEN P BOUMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV PATRICIA A DAVENPORT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV MELODY EASTMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV ALAN ERDMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV JOHN FALE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR TED W GOINS JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS WENDY Z GOLDSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM HANAWALT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR BRIAN HOFLAND | |||||||
| DIRECTOR - SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUNIA JOHN-STRAKER | |||||||
| DIRECTOR - VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR FREDERICK G KRAEGEL | |||||||
| DIRECTOR - TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV KURT KUSSEROW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR SAMUEL SIPES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ROBERT TUTTLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS ANN VAZQUEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV GREGORY WALTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS BETTY OLDENKAMP | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SWARTLING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE HABERAECKER | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $193,559 | $0 | $22,477 | ||
| BRUCE CROPF | |||||||
| VP - FINANCE & ADMINISTRATION | 40.00 | Yes (X) | $127,324 | $0 | $8,050 | ||
| MS JEANEAN MERKEL | |||||||
| DIR. MEMBER MANAGEMENT | 40.00 | $102,936 | $0 | $13,225 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $423,819 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,752 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $732,234 | MembershipDuesAmt |
| All Other Contributions | $648,058 | AllOtherContributionsAmt |
| Total Contributions | $1,380,292 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL EVENTS | 541900 | $343,853 | $343,853 |
| CONSULTING AND SUPPORT | 541610 | $130,571 | $130,571 |
| RESOURCE MATERIALS | 541900 | $155 | $155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $474,579 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,356 | TotalRevenueColumnAmt |
| Exclusion | $21,356 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,581 | TotalRevenueColumnAmt |
| Exclusion | $44,581 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,920,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $474,579 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $65,937 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,999 | TotalAmt |
| Program Services | $269,599 | ProgramServicesAmt |
| Management And General | $67,400 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,052 | TotalAmt |
| Program Services | $637,270 | ProgramServicesAmt |
| Management And General | $74,782 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,425 | TotalAmt |
| Program Services | $5,790 | ProgramServicesAmt |
| Management And General | $635 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,668 | TotalAmt |
| Program Services | $101,287 | ProgramServicesAmt |
| Management And General | $32,381 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,554 | TotalAmt |
| Program Services | $94,357 | ProgramServicesAmt |
| Management And General | $14,197 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,810 | TotalAmt |
| Program Services | $1,625 | ProgramServicesAmt |
| Management And General | $8,185 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,570 | TotalAmt |
| Program Services | $12,242 | ProgramServicesAmt |
| Management And General | $96,328 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,349 | TotalAmt |
| Program Services | $2,279 | ProgramServicesAmt |
| Management And General | $70 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,724 | TotalAmt |
| Program Services | $188,595 | ProgramServicesAmt |
| Management And General | $45,129 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,973 | TotalAmt |
| Program Services | $52,979 | ProgramServicesAmt |
| Management And General | $6,994 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,839 | TotalAmt |
| Program Services | $58,970 | ProgramServicesAmt |
| Management And General | $38,869 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,451 | TotalAmt |
| Program Services | $208,688 | ProgramServicesAmt |
| Management And General | $12,763 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Program Services | $1,684 | ProgramServicesAmt |
| Management And General | $1,816 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,333 | TotalAmt |
| Program Services | $4,505 | ProgramServicesAmt |
| Management And General | $3,828 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSULT. & RECRUIT. | $180,461 | $181,077 | -$616 |
| MEMBERSHIP & REGISTRATI | $24,402 | $22,728 | $1,674 |
| HOSPITALITY & REPRESENT | $16,613 | $8,871 | $7,742 |
| E-COMMERCE SERVICES | $2,755 | $1,905 | $850 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641 | TotalAmt |
| Program Services | $765 | ProgramServicesAmt |
| Management And General | $876 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,269,119 | TotalAmt |
| Program Services | $1,855,216 | ProgramServicesAmt |
| Management And General | $413,903 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,389 | BOYAmt |
| EOY | $330,696 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,926,951 | BOYAmt |
| EOY | $1,525,248 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,879 | BOYAmt |
| EOY | $5,045 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,469 | BOYAmt |
| EOY | $25,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $272,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $260,075 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,995 | BOYAmt |
| EOY | $11,995 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,241,683 | BOYAmt |
| EOY | $1,898,349 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,185 | BOYAmt |
| EOY | $226,954 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,759 | BOYAmt |
| EOY | $180,486 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,895 | BOYAmt |
| EOY | $123,376 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,839 | BOYAmt |
| EOY | $530,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,096 | BOYAmt |
| EOY | $1,124,707 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,748 | BOYAmt |
| EOY | $242,826 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,844 | BOYAmt |
| EOY | $1,367,533 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,241,683 | BOYAmt |
| EOY | $1,898,349 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$348,311 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,874,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,624,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,754,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,502,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,380,292 | CurrentTaxYearAmt |
| Total | $8,136,860 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $489,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $452,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $490,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $421,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $474,579 | CurrentTaxYearAmt |
| Total | $2,328,798 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,364,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,077,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,245,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,923,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,854,871 | CurrentTaxYearAmt |
| Total | $10,465,658 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,300 | CurrentTaxYearAmt |
| Total | $49,250 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $216,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,565 | CurrentTaxYearAmt |
| Total | $677,759 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $223,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,865 | CurrentTaxYearAmt |
| Total | $727,009 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,738,649 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,937 | CurrentTaxYearAmt |
| Total | $408,388 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,937 | CurrentTaxYearAmt |
| Total | $408,388 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,450,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,195,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,326,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,981,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,920,808 | CurrentTaxYearAmt |
| Total | $10,874,046 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89790 | PublicSupportPY509Pct |
| Investment Income CY | 0.03760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03890 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $1,226 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $327 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $109 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,662 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LUTHERAN SERVICES IN AMERICA (LSA) ENGAGED IN 15 DIRECT MEETINGS WITH MEMBERS OF CONGRESS AND THEIR STAFF MEMBERS ON PUBLIC POLICY PRIORITIES ESTABLISHED BY THE LSA PUBLIC POLICY ADVISORY COMMITTEE OR THE LSA DN POLICY AND ADVOCACY TEAM. LSA ALSO HAD APPROXIMATELY 25 NON-LOBBYING INFORMATIONAL OR EDUCATIONAL MEETINGS WITH MEMBERS OF CONGRESS, THEIR STAFF, OR STAFF OF THE WHITE HOUSE OR FEDERAL AGENCIES. LSA SENT 23 LETTERS TO CONGRESS AND SIGNED ONTO 65 LETTERS CONCERNING ESTABLISHED PUBLIC POLICY PRIORITIES. FINALLY, LSA SENT 2 EMAIL ACTION ALERTS TO LSA MEMBER ORGANIZATIONS URGING THEM TO SPEAK ON A LEGISLATIVE OR POLICY MATTER. LSA LOBBYING ACTIVITY FOCUSED ON PUBLIC POLICY PRIORITIES ESTABLISHED BY LSA POLICY STAFF IN CONSULTATION WITH LSA MEMBER ORGANIZATIONS. IN 2013-2014, THE PUBLIC POLICY PRIORITIES WERE AS FOLLOWS: PEOPLE WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES; AGING SERVICES; CHILDREN, YOUTH AND FAMILIES; HEALTH CARE; AFFORDABLE HOUSING; NONPROFIT SECTOR ISSUES; AND FEDERAL BUDGET AND APPROPRIATIONS. LSA STAFF MEMBERS ALSO MONITORED AND ACTED ON OTHER ISSUES THAT LSA MEMBERS RAISED AS CONCERNS. THE LSA PUBLIC POLICY WAS STAFFED FOR FY 2014 WITH TWO FULL-TIME PROFESSIONALS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $272,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $260,075 | DepreciationAmt |
| Book Value | $11,995 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,995 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,920,808 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,920,808 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,920,808 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,269,119 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,269,119 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,269,119 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FACILITATES COLLABORATION AMONG ITS MEMBERS FOR THE PURPOSE OF ADVANCING THE MINISTRIES OF THE MEMBERS. THE COLLABORATIVE GROUPS ARE CALLED NETWORKS. THE ORGANIZATION PROVIDES FISCAL AGENT SERVICES FOR SOME OF THESE NETWORKS, WHICH ARE REFERRED TO AS MANAGED NETWORKS IN THE FINANCIAL STATEMENTS. CASH HELD FOR MANAGED NETWORKS AND THE RELATED DEPOSIT LIABILITY WAS $123,376 AND $95,895 AT JUNE 30, 2014 AND 2013, RESPECTIVELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE HABERAECKER | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $193,559 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,083 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,394 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $216,036 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LSA HAS CLASS A MEMBERS THAT ARE EACH INDEPENDENT LUTHERAN SOCIAL MINISTRY ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL BE COMPOSED OF NINE DIRECTORS ELECTED BY THE CLASS A MEMBERS OF THE CORPORATION AND NINE DIRECTORS APPOINTED BY THE CLASS B MEMBERS OF THE CORPORATION AND TWO DIRECTORS ELECTED BY THE CLASS A AND CLASS B MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CLASS A MEMBERS APPROVE THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY DIRECTOR AND EVERY EMPLOYEE COMPLETES THE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. POTENTIAL CONFLICTS ARE EVALUATED AND RESOLVED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION IS RECOMMENDED BY THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. IN 2008 A COMPENSATION CONSULTANT COMPLETED A REVIEW OF THE CEO'S COMPENSATION PACKAGE. COMPENSATION FOR OTHER EMPLOYEES IS DETERMINED AND/OR APPROVED BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 1023 WILL NOT BE AVAILABLE FOR PUBLIC INSPECTION BECAUSE THE APPLICATION AND SUPPORTING FORM EVOLVED FROM A PREDECESSOR ORGANIZATION DATING BACK TO 1984, WHICH WAS PRIOR TO THE IRS REQUIREMENT THAT ORGANIZATIONS PROVIDE A COPY OF FORM 1023 FOR PUBLIC INSPECTION. NO COPY OF THIS FORM 1023 WAS RETAINED BY THE ORGANIZATION. RECORD OF THE ORGANIZATION'S EXEMPT STATUS HAS BEEN CONFIRMED WITH THE IRS AND A COPY OF THIS DETERMINATION IS AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT CURRENTLY POSTED ON THE LSA WEBSITE, BUT ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS THE COMMITTEE USES FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR. |
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