2012-11-14T10:05:48-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 9515 DEERECO RD - SUITE 500 TIMONIUM MD 210932184 990 2011-07-01 363304707 LUTHERAN SERVICES IN AMERICA LUTH 4102302703 700 LIGHT STREET BALTIMORE MD 212303850 CHARLOTTE HABERAECKER 4102302703 2012-11-14 1 JULIA BUICK CPA P00961049 4104530900 2011 2016-02-24 21:20:13Z CHARLOTTE HABERAECKER 700 LIGHT STREET BALTIMORE MD 212303850 2326495 0 X WWW.LUTHERANSERVICES.ORG X 1984 MD PROVIDE SERVICE TO OVER 300 LUTHERAN HEALTH & HUMAN SERVICE AGENCIES - SEE PART III, LINE 1. 19 19 13 59 0 0 1624826 1754766 452419 490243 41542 36646 76451 44840 2195238 2326495 0 0 0 0 1245937 1157692 0 0 10244 734588 1026038 1980525 2183730 214713 142765 2134136 2313438 409393 445930 1724743 1867508 X LUTHERAN SERVICES IN AMERICA SERVES ONE IN 50 AMERICANS EVERY YEAR THROUGH 300 HEALTH AND HUMAN SERVICE ORGANIZATIONS. THE LUTHERAN HERITAGE OF OVER 150 YEARS OF FAITH-BASED SERVICE, ANSWERING THE CALL TO LOVE AND SERVE OUR NEIGHBORS CONTINUES FULL STRENGTH TODAY AS WE SERVE OUR NEIGHBORS FROM MANY PLACES AND MANY FAITH TRADITIONS. THROUGH ITS 300+ MEMBER ORGANIZATIONS, LUTHERAN SERVICES IN AMERICA DELIVERS AGING SERVICES; CHILDREN, YOUTH AND FAMILY SERVICES; HEALTH CARE SERVICES; EMERGENCY AND DISASTER SERVICES; HOUSING AND COMMUNITY DEVELOPMENT; DISABILITY SERVICES; MENTAL HEALTH SERVICES; CONGREGATIONAL AND CHAPLAINCY SERVICES; IMMIGRATION AND REFUGEE SERVICES; CONSULTING AND EDUCATION PROGRAMS; OUTREACH AND SUPPORT MINISTRIES; ADDICTION SERVICES; VOLUNTEER PROGRAMS AND GRANT MAKING. 0 0 387018 180505 CONVENING AND CONNECTING THE SYSTEM-LSA CONVENES LEADERS FOR NETWORKING, LEARNING, BENCHMARKING, COLLABORATION, AND SYSTEM-WIDE INITIATIVES. 548369 112936 LEADERSHIP DEVELOPMENT AND KNOWLEDGE EXCHANGE-LSA PROVIDES TRAINING, MATERIALS AND CONSULTING FOR BOARD AND STAFF LEADERS, AND FACILITATES THE EXCHANGE AND DISSEMINATION OF INFORMATION TO, AND AMONG, MEMBER ORGANIZATIONS. LSA OFFERS FOCUSED LEADERSHIP DEVELOPMENT EVENTS, NEWSLETTERS, AND OTHER RESOURCES TO SUPPORT THE HEALTH AND VITALITY OF MEMBER ORGANIZATIONS. 436805 168725 MEMBER SHARED INITIATIVES-WASHINGTON OFFICE EDUCATES MEMBERS AND TRANSLATES FIELD EXPERIENCE FOR FEDERAL DECISION-MAKERS. MEMBERS COLLABORATE FOR OPERATIONAL EFFICIENCIES AND GREATER IMPACT. 52797 27102 OTHER PROGRAMS 313633 975 LUTHERAN IDENTITY AND AWARENESS - LSA ASSISTS MEMBER ORANIZATIONS TO TELL AND LIVE OUT THEIR LUTHERAN CONNECTIONS AND ENGAGES THE WIDER CHURCH IN HEALTH AND HUMAN SERVICE WORK. LSA REGULARLY ENGAGES MEMBER ORGANIZATIONS IN EXPLORATION OF LUTHERAN IDENTITY, VOCATION AS CALLING, AND FAITH AND WORK. 366430 28077 1738622 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 13 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X BRUCE CROPF 4102302705 700 LIGHT STREET BALTIMORE MD 212303850 REV DR DAVID H BENKE 1.00 X 0 0 0 REV ALAN ERDMAN 1.00 X 0 0 0 MR TED W GOINS JR 2.00 X X 0 0 0 MS LINDA TIMMONS 1.00 X X 0 0 0 DR ROBERT TUTTLE 1.00 X 0 0 0 REV DR DAVID L DEFREESE 1.00 X X 0 0 0 MR WILLIAM HANAWALT 1.00 X 0 0 0 MR FREDERICK G KRAEGEL 1.50 X X 0 0 0 MR SAMUEL SIPES 1.00 X 0 0 0 MR JOHN BAUER 1.00 X 0 0 0 REV DR STEPHEN P BOUMAN 1.00 X 0 0 0 REV JOHN FALE 1.00 X 0 0 0 MS WENDY Z GOLDSTEIN 1.00 X 0 0 0 DR BRIAN HOFLAND 1.00 X 0 0 0 DR JOHN R SEFFRIN 1.00 X 0 0 0 REV PATRICIA A DAVENPORT 1.00 X 0 0 0 REV MELODY EASTMAN 1.00 X 0 0 0 MS JUNIA JOHN-STRAKER 1.00 X 0 0 0 MS ANN VAZQUEZ 1.00 X 0 0 0 MS JILL SCHUMANN 40.00 X 176518 0 5340 BRUCE CROPF 40.00 X 123824 0 8913 LISA SCHILLER 40.00 X 96560 0 2725 ROBERT YORK 40.00 X 109047 0 3269 505949 0 20247 3 0 1 0 0 693291 1061475 1754766 EDUCATIONAL EVENTS 541900 293441 293441 CONSULTING AND SUPPORT 541610 196802 196802 490243 36646 36646 44840 44840 2326495 490243 0 81486 361266 289755 61828 9683 652844 594970 57874 17606 16227 818 561 59340 53467 5873 66636 58103 8533 5261 5261 76808 5854 70954 2521 2521 128138 106345 21793 69878 63278 6600 88261 78738 9523 97483 57781 39702 246208 228753 17455 7222 7222 6490 3054 3436 OUTSOURCED CONSULTING & 240262 129524 110738 MEMBERSHIP & REGISTRATI 34488 29800 4688 HOSPITALITY & REPRESENT 17815 9364 8451 E-COMMERCE SERVICES 4660 3635 1025 543 231 312 2183730 1738622 434864 10244 205781 402650 1858139 1872566 51788 20310 12205 17912 256575 256575 6223 0 2134136 2313438 138775 207106 123165 151270 147453 87554 409393 445930 X 1393588 1438157 331155 429351 1724743 1867508 2134136 2313438 142765 0 X X 0 1 1 X 0 X 1710838 1533318 1874764 1624826 1754766 8498512 498635 673611 489916 452419 490243 2604824 2209473 2206929 2364680 2077245 2245009 11103336 11500 5000 4000 7000 8500 36000 155216 145722 216427 88870 606235 11500 160216 149722 223427 97370 642235 10461101 93608 94806 85456 117993 81486 473349 93608 94806 85456 117993 81486 473349 2303081 2301735 2450136 2195238 2326495 11576685 0.90360 0.90750 0.04090 0.04380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 2184 1 2383 0 1 3400 1 1165 0 9132 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LUTHERAN SERVICES IN AMERICA ENGAGED IN 67 BRIEF DIRECT MEETINGS WITH MEMBERS OF CONGRESS AND THEIR STAFF MEMBERS ON PUBLIC POLICY PRIORITIES ESTABLISHED BY THE LSA PUBLIC POLICY ADVISORY COMMITTEE AND LSA DISABILITY NETWORK POLICY AND ADVOCACY TEAM. LSA ALSO HAD 26 NON-LOBBYING INFORMATIONAL OR EDUCATIONAL MEETINGS WITH MEMBERS OF CONGRESS, THEIR STAFF, OR STAFF OF THE WHITE HOUSE OR FEDERAL AGENCIES. LSA AND LSA-DN SENT 3 LETTERS TO CONGRESS AND SIGNED ON TO 51 LETTERS CONCERNING ESTABLISHED PUBLIC POLICY PRIORITIES. LSA LOBBYING ACTIVITY FOCUSED ON PUBLIC POLICY PRIORITIES ESTABLISHED BY LSA MEMBERS AND THE PUBLIC POLICY ADVISORY COMMITTEE. IN 2011-2012 THE PUBLIC POLICY PRIORITIES WERE AS FOLLOWS: HEALTH CARE WITH A FOCUS ON MEDICAID, HOME AND COMMUNITY BASED SERVICES, CHILD WELFARE, AFFORDABLE HOUSING, NONPROFIT SECTOR ISSUES, AND THE FEDERAL BUDGET. LSA STAFF MEMBERS ALSO MONITORED AND ACTED ON OTHER ISSUES THAT LSA MEMBERS RAISED AS CONCERNS. THE LSA PUBLIC POLICY WAS STAFFED FOR FY 2012 WITH TWO FULL-TIME PROFESSIONALS. 0 1 256575 256575 0 0 2326495 2183730 142765 142765 2326495 0 2326495 0 2326495 2183730 0 2183730 0 2183730 PART IV, LINE 2B: LSA ACTS AS THE CUSTODIAN FOR TEN NETWORK ORGANIZATIONS. THE NETWORKS ARE COMPRISED OF REPRESENTATIVES AND EMPLOYEES OF LSA MEMBER ORGANIZATIONS, BROUGHT TOGETHER FOR THE PURPOSE OF SHARING INFORMATION ABOUT SIMILAR ORGANIZATIONS OR WORK FUNCTIONS. LSA MANAGES CERTAIN ADMINISTRATIVE ACTIVITIES FOR THE NETWORKS, MANAGES CASH BALANCES AND PROVIDES REGULAR FINANCIAL REPORTS FOR NETWORK LEADERSHIP. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME TO THE IRS AND MARYLAND, AS WELL AS PAY CERTAIN OTHER TAXES TO LOCAL JURISDICTIONS. THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2012 AND 2011. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE FEDERAL INCOME TAX RETURNS OF THE ORGANIZATION FOR 2011, 2010, AND 2009 ARE SUBJECT TO THE EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X X X X 0 0 0 0 0 0 0 0 0 MS JILL SCHUMANN 176518 0 0 0 0 0 5340 0 0 0 181858 0 0 0 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 XI, 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.