2012-05-15T14:23:33-05:00 2011-06-30 MCGLADREY LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2010-07-01 362167778 LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS LUTH 7087717180 7620 MADISON STREET RIVER FOREST IL 60305 GENE SVEBAKKEN 7087717180 2012-05-15 1 DAVID FAJE 3126343400 2010 2016-02-24 21:20:13Z GENE SVEBAKKEN 7620 MADISON STREET RIVER FOREST IL 60305 32629098 0 X WWW.LCFS.ORG X 1873 IL LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS (AGENCY) IS A NONPROFIT STATEWIDE SOCIAL SERVICE AGENCY WHOSE MISSION IS TO ATTRACT, DEVELOP, MOBILIZE, AND PROVIDE RESOURCES TO IMPROVE THE WELL-BEING OF CHILDREN, INDIVIDUALS, FAMILIES, CONGREGATIONS, AND COMMUNITIES SO THAT THEIR LIVES ARE IMPROVED. THE AGENCY IS A RECOGNIZED SOCIAL MINISTRY ORGANIZATION OF THE LUTHERAN CHURCH-MISSOURI SYNOD (LCMS). ITS CORPORATE OFFICE IS IN RIVER FOREST, ILLINOIS.THE AGENCY CONFRONTS NEGLECT, ABUSE, ISOLATION AND POVERTY BY PROVIDING SAFE HOMES FOR CHILDREN, FOSTERING SELF-RELIANCE IN FAMILIES, STRENGTHENING CONNECTIVITY IN COMMUNITIES AND PROMOTING THE DIGNITY OF ALL PEOPLE. 16 15 483 600 0 0 23856051 23481510 4333261 5777049 125977 270807 21836 -69754 28337125 29459612 3553797 3995685 0 0 17550514 18055903 0 0 402542 7175783 8169930 28280094 30221518 57031 -761906 15755590 16279216 10225408 9372808 5530182 6906408 X IN RESPONSE TO CHRIST'S LOVE, LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS ATTRACTS, DEVELOPS, MOBILIZES AND PROVIDES RESOURCES TO IMPROVE THE WELL-BEING OF CHILDREN, INDIVIDUALS, FAMILIES, CONGREGATIONS AND COMMUNITIES SO THAT THEIR LIVES ARE IMPROVED. 0 0 11856018 3828039 FOSTER CARE - LCFS SUPERVISES THE CARE OF HUNDREDS OF ILLINOIS CHILDREN WHOM THE STATE OF ILLINOIS HAS REMOVED FROM THEIR BIOLOGICAL HOMES BECAUSE OF ABUSE OR NEGLECT. LCFS IDENTIFIES, TRAINS, AND LICENSES FOSTER PARENTS AND PROVIDES ONGOING TRAINING AND HOME VISITS TO ENSURE THE WELL-BEING OF EACH CHILD IN CARE. 8584102 133829 1907782 RESIDENTIAL - LCFS IS COMMITTED TO HELPING CHILDREN AND YOUTH, ESPECIALLY THOSE WHO ARE AT RISK. WE HAVE TWO RESIDENTIAL PROGRAMS FOR YOUTH WHO NEED SPECIALIZED HELP. THEY ARE: LUTHERBROOK AND SOUTHERN THIRTY ADOLESCENT CENTER (STAC).LUTHERBROOK CHILD AND ADOLESCENT CENTER PROVIDES SPECIALIZED RESIDENTIAL TREATMENT FOR CHILDREN AND ADOLESCENTS WITH SEVERE EMOTIONAL AND BEHAVIORAL DIFFICULTIES (STEMMING MOSTLY FROM CHILD ABUSE AND NEGLECT). LUTHERBROOK HELPS THEM LEARN TO TRUST OTHERS AND FORM POSITIVE RELATIONSHIPS, ESPECIALLY WITH ADULTS. THE GOAL OF TREATMENT FOR EACH CHILD IS TO RESUME FAMILY AND COMMUNITY LIVING.ADDITIONALLY, WE PROVIDE EDUCATIONAL SERVICES. LUTHERBROOK ACADEMY SERVES CHILDREN AGE 5-21 WHO HAVE SEVERE LEARNING DISABILITIES (LD), BEHAVIOR DISORDERS (BD), SOCIAL/EMOTIONAL DISABILITIES (SED) AND HIGH FUNCTIONING MENTALLY IMPAIRED CHILDREN WHO ARE ALSO LD, BD OR SED.SOUTHERN THIRTY ADOLESCENT CENTER (STAC) IS A 30-DAY SHELTER AND DIAGNOSTIC PROGRAM FOR ADOLESCENTS 11-17. STAC PROVIDES EMERGENCY SHELTER CARE, CLINICAL ASSESSMENTS, COUNSELING AND FAMILY INTERVENTION. 2177449 77 2224533 ADOPTION - LCFS HAS ASSISTED THOUSANDS OF FAMILIES IN ADOPTING CHILDREN DOMESTICALLY AND INTERNATIONALLY, AND HAS PROVIDED CARE AND COUNSELING TO PREGNANT WOMEN CONSIDERING ADOPTION FOR THEIR CHILDREN. 1295342 27734 HOME BASED SERVICES - LCFS PROVIDES A VARIETY OF HOME-BASED SERVICES TO STRENGTHEN FAMILIES AND PREVENT CHILD ABUSE AND NEGLECT, SUCH AS INTACT FAMILY RECOVERY, HOUSING ADVOCACY, FAMILY PREVENTION/REUNIFICATION, TEEN PREGNANCY COUNSELING, EXTENDED FAMILY SUPPORT, AND UNIFIED DELINQUENCY INTERVENTION SERVICES. 590742 2782 2619 CONGREGATIONS & COMMUNITY SERVICES - IN ITS COMMITMENT TO BUILDING STRONGER COMMUNITIES, LCFS HAS ESTABLISHED A DIVERSE ARRAY OF RESPONSIVE SERVICES THAT CONNECT PEOPLE WITH THE RESOURCES ESSENTIAL FOR IMPROVING THEIR LIVES. LCFS COMMUNITY SERVICES INCLUDE: DISASTER RESPONSE, FAMILY SUPPORT PROGRAM, FATHERS' CENTER, FOOD AND CLOTHING DISTRIBUTION, HISPANIC OUTREACH, MOTHERS OUTREACH TO MOTHERS PROGRAM AND COMMUNITY INFORMATION AND EDUCATION PROGRAMS. 428026 138168 FAMILY COUNSELING PROGRAMS - LCFS OPERATES A WIDE RANGE OF PROGRAMS THROUGHOUT ILLINOIS THAT SUPPORT AND SERVE FAMILIES AND CHILDREN SO THE FAMILY CAN REMAIN TOGETHER. LCFS HAS COUNSELORS THROUGHOUT ILLINOIS WHO CAN HELP, WITH SPECIALIZED CARE TO INDIVIDUALS AND FAMILIES FACING DIFFICULT SITUATIONS. THESE PROGRAMS HELP IDENTIFY AND USE FAMILY STRENGTHS TO ENHANCE FAMILY FUNCTIONING AND IMPROVE PARENTAL AND CHILD CARE PERFORMANCE. 1105765 726868 CAMP WARTBURG - CAMP WARTBURG IS A CHILDREN'S SUMMER CAMP AND YEAR-ROUND RETREAT CENTER OWNED AND OPERATED BY LCFS. ITS MISSION IS TO PROVIDE AN OUTDOOR CHRISTIAN MINISTRY WHERE PEOPLE CAN ENCOUNTER GOD AND HIS CREATION. 178320 3224 205089 NICE TWICE RETAIL SHOP - NICE TWICE RETAIL SHOPS PROVIDE INEXPENSIVELY-PRICED, GENTLY USED CLOTHES, HOUSEHOLD ITEMS AND OTHER ITEMS AT SHOPS OPERATED BY VOLUNTEERS. 635689 571990 LIFELINK - TO PLACE CHILDREN FROM FOREIGN COUNTRIES, WHO DO NOT HAVE A PERMANENT ADOPTIVE FAMILY IN THEIR HOMELAND, WITH PERMANENT ADOPTIVE PARENTS IN THE UNITED STATES, AND TO PROVIDE DOMESTIC ADOPTION SERVICES, AND TO PROVIDE OTHER RELATED SERVICES. 4233884 33740 1644734 26851453 1 1 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 80 0 1 483 1 0 0 0 0 0 1 1 0 0 0 0 X 16 15 0 0 0 0 1 1 1 1 1 0 0 1 1 0 1 1 1 1 1 0 IL X X LYNN MURAKAMI 7087717180 7620 MADISON ST RIVER FOREST IL 60305 GENE L SVEBAKKEN 40.00 X X 191026 0 20218 ANTHONY STEPHENS 1.00 X X 0 0 0 REV WRAY OFFERMANN 1.00 X X 0 0 0 BRENNA WOODLEY 1.00 X X 0 0 0 DON B COCHRAN 1.00 X X 0 0 0 BILL EVERSON 1.00 X X 0 0 0 MELVIN FAULKNER 1.00 X X 0 0 0 REV DR PAUL BACON 1.00 X 0 0 0 BJ CHAKIRIS 1.00 X 0 0 0 JILL CHAPMAN 1.00 X 0 0 0 ROBERT FICK 1.00 X 0 0 0 REV DR MARTIN HAEGER 1.00 X 0 0 0 GLENDA LINER 1.00 X 0 0 0 JAMES MUHLENBRUCH 1.00 X 0 0 0 JOEL MAY 1.00 X 0 0 0 CANDACE MUELLER 1.00 X 0 0 0 EDWARD J SCHOENBAUM 1.00 X 0 0 0 SHEILA SIMON 1.00 X 0 0 0 REV DR WILLIE STALLWORTH 1.00 X 0 0 0 PHYLLIS WALLACE 1.00 X 0 0 0 PAUL KARL 40.00 X 143947 0 25739 MICHAEL A BERTRAND 40.00 X 122594 0 12521 SUSAN H STEPHENS 40.00 X 88549 0 10754 PHIL JIMENEZ 40.00 X 114259 0 12298 660375 0 81530 4 0 1 0 ANGEL ADOPTION 5 JANDUS ROAD CARY IL 60013 ADOPTION MARKETING SERVICES 1132623 YOUTH ADVOCATE PROGRAMS INC 2007 NORTH THIRD STREET HARRISBURG PA 17102 YOUTH MENTORING 555338 CTS HOLDINGS PO BOX 578417 CHICAGO IL 60657 TEMP STAFFING 194951 HAYMARKET CENTER 932 WEST WASHINGTON BLVD CHICAGO IL 60607 SUBSTANCE COUNSELING 108000 4 177776 204678 21857455 1241601 14734 23481510 ADOPTION 900099 2224533 2224533 LUTHERBROOK ACADEMY 900099 1907782 1907782 CAMP WARTBURG 900099 726868 726868 LIFELINK 900099 571990 571990 NICE TWICE RETAIL SHOP 900099 205089 205089 140787 140787 5777049 148949 148949 9592 9592 9592 9592 3062561 100 2940803 121758 100 121858 121858 128030 204678 228683 -100653 -100653 MISCELLANEOUS 900099 21307 21307 21307 29459612 5777049 0 201053 3995685 3995685 546115 488273 48468 9374 13834478 12407715 1195533 231230 446856 402228 37078 7550 2205824 1985522 183031 37271 1022630 920497 84854 17279 58340 44710 12950 680 94052 94052 26130 26130 3497684 2780294 675597 41793 37832 14506 14756 8570 1369176 1184218 172925 12033 1023916 817706 206210 926892 857170 65895 3827 156417 73098 56513 26806 164076 157185 6891 462150 436242 24424 1484 293652 273229 17577 2846 MEMBERSHIP DUES 59613 13175 44639 1799 30221518 26851453 2967523 402542 644270 217767 87394 103476 3262738 3236156 169490 202153 14288568 8591764 5809833 5696804 3297036 3891713 2484829 2931147 15755590 16279216 3236354 3475149 264504 720105 2694468 2572046 4030082 2605508 10225408 9372808 X 2229756 3132299 846921 871089 2453505 2903020 5530182 6906408 15755590 16279216 X -761906 2138132 X 0 1 1 X 0 X 18876249 19939939 24186468 24006945 23481510 110491111 18876249 19939939 24186468 24006945 23481510 110491111 110491111 107006 116513 92312 125504 158541 599876 21733 43180 17303 10784 21307 114307 111205294 24290864 0.99360 0.99370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 1 1 0 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS' DIRECTOR OF ADVOCACY AND CIVIC ENGAGEMENT PERFORMS TWO LOBBYING FUNCTIONS AS PART OF HIS EMPLOYMENT. THESE FUNCTIONS INCLUDE ELECTRONIC MAILINGS TO LEGISLATORS AND THE PUBLIC, AS WELL AS, DIRECT CONTACT WITH LEGISLATORS. THESE ACTIVITIES ARE ESTIMATED TO BE 5% OF HIS EMPLOYMENT AND AS SUCH, A PORTION OF HIS SALARY HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES. 5742391 43681 1119317 237652 6667737 5641296 10000 375473 284378 5742391 3894871 2550075 -580534 223116 5641296 0.56460 0.43540 0 0 1183509 1183509 9334665 5282113 4052552 3232074 2856386 375688 538320 453265 85055 5696804 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 2903020 OTHER ASSETS 28127 2931147 PENSION LIABILITY 2151418 OTHER LIABILITIES 454090 2605508 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE AGENCY'S BOARD DESIGNATED ENDOWMENT FUND IS MANAGED TO GENERATE AN AVERAGE ANNUAL RETURN ON INVESTMENTS THAT ALLOWS FOR A PERCENTAGE OF THE FUND TO BE DISTRIBUTED ANNUALLY TO THE OPERATING FUND FOR USE IN THE PROGRAMS AND SERVICES OF THE AGENCY. DONOR-RESTRICTED FUNDS ARE UTILIZED FOR THE SPECIFIC PURPOSE DESIGNATED BY THE DONOR. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: : THE AGENCY, AN ILLINOIS NONPROFIT CORPORATION, IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW, EXCEPT FOR THE TAXES PERTAINING TO UNRELATED BUSINESS INCOME, IF ANY. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE AGENCY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE AGENCY AND THE VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES DURING THE PERIOD COVERED BY THESE FINANCIAL STATEMENTS. THE AGENCY FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. THE AGENCY IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS BEFORE 2008. DINNER 195502 114646 80856 87383 36644 1949 1100 42373 BOWLING EVENT 73627 49151 24476 8907 2767 425 16443 2 63579 40881 22698 312 11204 12670 561 4650 1295 332708 204678 128030 312 107494 52081 2935 5750 60111 228683 -100653 1 MEDICAID PART B 350 266795 FOSTER CARE BOARD PAYMENTS 380 3661139 RESIDENTIAL ASSISTANCE 78 67751 OTHER CLOTHING, TRANSPORTATION, PROGRAM FEES PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE MAJORITY OF GRANTS ARE PROVIDED TO FOSTER PARENTS AND ON BEHALF OF FOSTER CHILDREN. THOSE RECIPIENTS ARE ELIGIBLE FOR GRANTS BASED ON STRICT ADHERANCE TO FOSTER CARE POLICIES AND PROCEDURES. NON-FOSTER CARE GRANT RECIPIENTS MUST MEET THE POLICIES UNDER THE AUSPICES OF EACH INDIVIDUAL PROGRAM. ALL GRANT PROCEDURES, ELIGIBILITY AND PAYMENTS ARE MONITORED BY APPROPRIATE PROGRAM, SUPERVISORY AND ADMINISTRATIVE STAFF. X X X X 0 0 0 0 0 0 0 0 0 GENE L SVEBAKKEN 191026 0 0 0 0 0 6054 0 14164 0 211244 0 0 0 PAUL KARL 143947 0 0 0 0 0 6788 0 18951 0 169686 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION CONSIST OF 1)EACH INDIVIDUAL TRUSTEE, 2)THE NORTHERN ILLINOIS DISTRICT OF THE LUTHERAN CHURCH-MISSOURI SYNOD (LC-MS), 3) THE CENTRAL ILLINOIS DISTRICT OF THE LC-MS, 4) THE SOUTHERN ILLINOIS DISTRICT OF THE LC-MS, AND 5)THE ENGLISH DISTRICT OF THE LC-MS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. EACH MEMBER CHOOSES ONE INDIVIDUAL REPRESENTATIVE FOR THE CORPORATE NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN BY-LAWS ARE SUBJECT TO THE APPROVAL OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 IS PREPARED BY A THIRD PARTY TAX FIRM. THE ORGANIZATION'S CEO AND CFO PERFORM A REVIEW OF THE FORM 990 PRIOR TO FILING. THE FORM 990 IS ALSO DISTRIBUTED TO THE ORGANIZATION'S BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THIS BOARD IS NOT COMPRISED OF ANY EMPLOYEES. IT IS THE POLICY OF THE AGENCY TO PAY WAGES AND SALARIES WHICH ARE COMPETITIVE WITH OTHER SOCIAL SERVICES ORGANIZATIONS WITH SIMILAR SCOPE AND SERVICES IN THE COMMUNITY. FORM 990, PART VI, SECTION C, LINE 19 LCFS PUBLISHES ANNUAL AUDITED FINANCIAL STATEMENTS UPON COMPLETION ON ITS WEBSITE WHICH IS OPEN TO PUBLIC INSPECTION. GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE NOT PUBLISHED ON THE WEBSITE NOR PROVIDED FOR PUBLIC REVIEW. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 527,734. CHANGE IN VALUE OF PERPETUAL TRUSTS 449,515. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS 1,160,883. TOTAL TO FORM 990, PART XI, LINE 5: 2,138,132. LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS FOUNDATION 7620 MADISON STREET RIVER FOREST IL 60305 367276007 SUPPORTING FOUNDATION IL 501(C)(3) LINE 7 N/A 0 LIFELINK INTERNATIONAL ADOPTION 7620 MADISON STREET RIVER FOREST IL 60305 363711735 SOCIAL SERVICE IL 501(C)(3) LINE 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0