2012-10-31T09:24:21-05:00 2011-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 115 SOUTH 84TH STREET SUITE 400 MILWAUKEE WI 53214 990 2011-01-01 390816846 LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC LUTH 4142814400 647 W VIRGINIA STREET NO 300 MILWAUKEE WI 532041535 DAWN THIBEDEAU 4142814400 2012-10-30 1 TROY E MARINE CPA P00187863 4147775500 2012-10-30 2011 2016-02-24 21:20:13Z DAWN THIBEDEAU 647 W VIRGINIA STREET NO 300 MILWAUKEE WI 532041535 69989824 0 X WWW.LSSWIS.ORG X 1882 WI PROVIDER OF HEALTH AND HUMAN SERVICES. 11 11 2276 2417 -5966 -5966 3432675 3281125 77319340 64660606 164331 84325 2229130 1523841 83145476 69549897 2626292 2690800 0 0 56405060 48087134 0 0 1431595 24485083 21196052 83516435 71973986 -370959 -2424089 57574338 52760048 28737031 27831863 28837307 24928185 X PROVIDER OF HEALTH & HUMAN SERVICES. MOTIVATED BY THE COMPASSION OF CHRIST, WE HELP PEOPLE IMPROVE THE QUALITY OF THEIR LIVES. 0 0 24808254 80210 26320414 PERSONS WITH DISABILITIES LINE OF SERVICE OFFERS A VARIETY OF SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND MENTAL ILLNESSES. THE SERVICES INCLUDE: OVER 159 RESIDENTIAL PROGRAMS, COMMUNITY SKILLS, DAY SERVICES, GUARDIANSHIP, REPRESENTATIVE PAYEE SERVICES, CASE MANAGEMENT SERVICES, SELF-DIRECTED SUPPORTS, MENTAL HEALTH SERVICES AND MUCH MORE. 22946643 1731653 25201513 CHILDREN AND FAMILY SERVICES OFFERS A VARIETY OF PROGRAMS INCLUDING: ALTERNATIVE EDUCATION FOR CHILDREN GRADES 7-12, BIRTH TO THREE INTERVENTION SERVICES FOR SPECIAL NEEDS CHILDREN, INTEGRATED CHILD CARE SERVICES, FAMILY PRESERVATION SERVICES, MULTI-COUNTY CHILD WELFARE PROGRAMS, INTENSIVE TREATMENT SERVICES FOR YOUTH 10 AND UP, INDEPENDENT AND TRANSITIONAL LIVING SERVICES, PSYCHIATRIC SERVICES, PREVENTION AND EARLY INTERVENTION SERVICES FOR FAMILIES, RESIDENTIAL TREATMENT SERVICES, RUNAWAY SERVICES, SEXUAL ASSAULT SERVICES, YOUTH MENTORING SERVICES, AND A VARIETY OF ADOPTION AND FOSTER CARE SERVICES THAT HAVE BEEN IN EXISTENCE FOR OVER 60 YEARS. ADOPTION SERVICES INCLUDE SERVICES FOR BIRTHPARENTS, TEMPORARY FOSTER CARE IN CONJUNCTION WITH COUNTIES WITHIN THE STATE OF WISCONSIN, ADOPTION SERVICES FOR INFANTS, CHILDREN AND SPECIAL NEEDS CHILDREN, AND TREATMENT FOSTER CARE FOR CHILDREN NEEDING SPECIALIZED OUT OF HOME CARE. 6009668 295200 6578284 ADDICTIONS AND RESTORATIVE JUSTICE SERVICES PROVIDES ADDICTION ASSESSMENTS, INTENSIVE OUTPATIENT TREATMENT SERVICES, PRIMARY INPATIENT TREATMENT, TRANSITIONAL LIVING RESIDENTIAL (HALFWAY HOUSE) TREATMENT, TREATMENT FOR GAMBLING, SOBER LIVING FACILITIES, EDUCATION AND SUPPORT GROUPS FOR PEOPLE DEALING WITH ADDICTIONS. 4413467 19688 3506044 OLDER ADULT SERVICES AND HOUSING SERVICES PROVIDES INNOVATIVE COMMUNITY-BASED AND RESIDENTIAL SERVICES. SERVICES INCLUDE ADULT DAY SERVICES, RESIDENTIAL SERVICES, HOME HEALTH SERVICES, IN-HOME SUPPORT SERVICES SUCH AS MONEY MANAGEMENT AND HOUSEKEEPING, EARLY MEMORY LOSS PREVENTION, RESPITE SERVICES, FAMILY CAREGIVER SUPPORT AND EDUCATION, TRANSPORTATION COORDINATION, SERVICE COORDINATION IN SUBSIDIZED HOUSING, MENTAL HEALTH COUNSELING. 2746697 1529 1732978 BEHAVIORAL HEALTH SERVICES PROVIDES QUALITY OUTPATIENT MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR PEOPLE OF ALL AGES AND SOCIO-ECONOMIC BACKGROUNDS. LSS' COUNSELING FOCUS INCLUDES: POST ADOPTION SERVICES, ATTACHMENT SERVICES, FAMILY THERAPY, GRIEF/LOSS, ABUSE/NEGLECT, DIVORCE, BLENDED FAMILIES, DEPRESSION, BIPOLAR DISORDER, OLDER ADULT MENTAL HEALTH NEEDS, PSYCHIATRY SERVICES, TRAUMA, FINANCIAL COUNSELING, CLINICAL SUPERVISION, CASE CONSULTATION. 2339971 562520 1818654 URBAN AND RURAL MINISTRIES SERVICES PROVIDES COMMUNITY ORGANIZING SERVICES TO BETTER PROVIDE INDIVIDUALS WITH BASIC NEEDS TO ALLEVIATE THE CONDITIONS ASSOCIATED WITH POVERTY, HOMELESSNESS, DISASTER AND ISOLATION. SERVICES PROVIDED INCLUDE: REFUGEE AND IMMIGRANT SERVICES, DROP-IN CENTERS FOR PERSONS WITH PERSISTENT MENTAL ILLNESS AS WELL AS HOMELESSNESS, CLOTHING DISTRIBUTION CENTERS, SERVICES FOR HOMELESS YOUTH, COMMUNITY ORGANIZING EFFORTS, AND DISASTER RESPONSE AND RECOVERY. 9500135 583737 7057676 63264700 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 498 0 2276 0 1 1 1 RS 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X DAWN THIBEDEAU 4142814400 647 W VIRGINIA ST SUITE 300 MILWAUKEE WI 532041535 BISHOP BRUCE BURNSIDE 2.00 X 0 0 0 BISHOP DUANE PEDERSON 2.00 X 0 0 0 BISHOP JAMES JUSTMAN 2.00 X 0 0 0 GRETCHEN VICKNEY 2.00 X X 0 0 0 TOM SCRIVNER 2.00 X X 0 0 0 STEVE UMLAND 2.00 X X 0 0 0 BISHOP TOM SKRENES 2.00 X 0 0 0 JOHN GRACE 2.00 X X 0 0 0 RICK HOYME 2.00 X 0 0 0 JOHN SCHALLER 2.00 X X 0 0 0 SCOTT BARTH 2.00 X 0 0 0 BRIAN R RUDE 2.00 X 0 0 0 BISHOP JIM ARENDS 2.00 X 0 0 0 DAVID VAN KLEY 2.00 X 0 0 0 BISHOP JEFF BARROW 2.00 X 0 0 0 JOHN HOWMAN 2.00 X 0 0 0 DAVID N LARSON 40.00 X 118972 0 105372 MICHAEL H GUNS 40.00 X 69130 0 8263 THEODORE A HAKALA 40.00 X 128073 0 17323 LORENZ W LUTEY 40.00 X 117748 0 81191 RONALD A HAUSER 40.00 X 123737 0 9887 MARGARET C GROVES 40.00 X 134650 0 10284 STACI M WELLENTIN 40.00 X 126042 0 4142 W PAUL BRINKMAN 40.00 X 93134 0 96166 DENISE L PILZ 40.00 X 92582 0 6095 LISA HASSENSTAB 40.00 X 103250 0 717 THOMAS OECHLER 40.00 X 113177 0 21562 GREGORY H ROBBINS 40.00 X 116386 0 16738 1336881 0 377740 9 0 1 0 CHOICES TO CHANGE 3020 WASHINGTON AVE PLOVER WI 54467 GROUP HM HSE PARENTS 1437100 WISCONSIN EARLY AUTISM PROJECT INC 6402 ODANA ROAD MADISON WI 53719 AUTISM SERVICES 541535 FW CONSULTING INC 2110 LUANN LANE MADISON WI 53713 AUTISM SERVICES 466123 SIERRA GROUP HOME 337 HUDSON STREET ANTIGO WI 54409 YOUTH COUNSELING SERVICES 426672 BAKER TILLY VIRCHOW KRAUSE 500 MIDLAND CT JANESVILLE WI 53546 AUDITING 263571 17 1711839 1569286 3281125 PERSONS WITH DISABILIT 623000 26321188 26321188 CHILDREN & FAMILY SERV 624100 24860661 24860661 ADDICTIONS & CORRECTIO 623990 6439231 6439231 HOUSING/AGING 624200 3495728 3495728 BEHAVIORAL HEALTH 621400 1725819 1725819 1817979 1817979 64660606 12582 12582 3764 9730 -5966 -5966 -5966 501940 430197 71743 71743 71743 MANAGEMENT FEES 561000 1952412 1952412 MISCELLANEOUS REVENUE 900099 319218 319218 REAL ESTATE IMPAIRMENT 900099 -741823 -741823 1529807 69549897 66190413 -5966 84325 2690800 2690800 1686693 129271 1368122 189300 37170721 33614597 2963768 592356 598168 389322 172393 36453 4684825 4271294 349817 63714 3946727 3539231 351573 55923 12413 12413 373081 257225 114976 880 124797 115997 8800 14203 14203 1574427 814340 627133 132954 179213 61457 20205 97551 233287 198117 34077 1093 4383331 3879912 446859 56560 2415538 2168009 182380 65149 466033 320716 102772 42545 676614 571236 105378 1277505 1104264 173241 656627 605206 46725 4696 PAYMENTS TO OUTSIDED PR 3935206 3935206 ALL OTHER 1875100 1700869 96379 77852 FOOD 1386731 1381245 4014 1472 TELEPHONE 913859 822835 82335 8689 698087 693551 128 4408 71973986 63264700 7277691 1431595 20916 18211 11752444 10058699 1392380 1317730 27462203 14429450 15363416 13032753 245349 1825138 28799833 26507517 57574338 52760048 10620661 10675620 2315827 2427842 8800000 7935000 6036584 6289104 963959 504297 28737031 27831863 X 1110298 685712 24290202 20722631 3436807 3519842 28837307 24928185 57574338 52760048 X -2424089 -1485033 X 0 1 1 X 1 1 X 3939461 3351024 3210581 1492511 1569286 13562863 3939461 3351024 3210581 1492511 1569286 13562863 13562863 174839 64880 30269 11685 2433 284106 1467781 1130192 1243727 2239147 1036709 7117556 20964525 400541827 0.64690 0.65320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14203 0 1 0 0 0 0 1 14203 0 0 14203 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYING ACTIVITY BY LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN, INC. FOR 2011 CONSISTED PRIMARILY OF MEETINGS AND DISCUSSIONS WITH WISCONSIN LEGISLATIVE REPRESENTATIVES ON VARIOUS PENDING LEGISLATIVE MATTERS WITH HEALTH AND HUMAN SERVICES ISSUES WITHIN THEIR SCOPE. 2579345 2579345 17061072 8527006 8534066 989408 172263 817145 6832378 5730181 1102197 13032753 UNAMORTIZED ISSUE COST AND OTHER ASSETS 354753 ASSETS HELD FOR SALE 3610629 BENEFICIAL INTEREST IN LSS FOUNDATION 22542135 26507517 ANNUITY AND OTHER MISC. LIABILITIES 99840 INTERCOMPANY PAYABLE 404457 504297 1 FOSTER HOME CARE 368 1431374 HOUSING 55 68691 TRANSPORTATION 202 167605 ALLOWANCES 77 59525 REFUGEE RESETTLEMENT 279 386937 OTHER ASSISTANCE 66 362570 SPECIAL EDUCATION 2 1002 CLOTHING 80 100016 MEDICAL AND DENTAL 17 39692 PERSONAL ITEMS 44 39402 SCHOOL FEES 170 13012 LEGAL ASSISTANCE 1 34 AODA TREATMENT 33 20940 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: LSS MANAGEMENT RECEIVES MONTHLY FINANCIAL REPORTS AND MEETS REGULARLY TO MONITOR THE PROPER USE OF FUNDS THAT ARE GRANTED TO INDIVIDUALS AND TO MONITOR ELIGIBILITY FOR THOSE FUNDS. THE GRANTS ARE PROGRAM EXPENSES AND ARE SUBJECT TO REVIEW BY ALL LSS MANAGEMENT INCLUDING TOP MANAGEMENT. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 DAVID N LARSON 118972 0 0 0 0 0 0 0 105372 0 224344 0 0 0 LORENZ W LUTEY 117748 0 0 0 0 0 0 0 81191 0 198939 0 0 0 W PAUL BRINKMAN 93134 0 0 0 0 0 0 0 96166 0 189300 0 0 0 WHEFA 391337855 97767OPAB 2004-10-28 10450000 REFUND 2/4/99 ISSUE 0 1 0 10450000 6986322 157117 186561 3120000 2004 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 TOM SCRIVNER ATTORNEY 0 LEGAL WORK TOM SCRIVNER IS AN ATTORNEY WITH THE LAW FIRM OF MICHAEL BEST & FRIEDRICH LLP WHICH PROVIDES LEGAL SERVICES TO LSS. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS SIX MEMBERS COMPRISING OF THE SYNODS OF THE ELCA FORM 990, PART VI, SECTION A, LINE 7A THE SYNOD COUNCIL OF EACH MEMBER HAS THE POWER TO ELECT MEMBER REPRESENTATIVES TO THE BOARD OF DIRECTORS CONSISTING OF TEN IN TOTAL. FIVE AT-LARGE DIRECTORS ARE ELECTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B A QUORUM IS REQUIRED FOR TRANSACTIONS OF ANY BOARD BUSINESS. A MAJORITY VOTE IS REQUIRED TO PASS A MOTION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REQUIREMENT TO FILL OUT A CONFLICT OF INTEREST STATEMENT IS REQUIRED FOR DIRECTORS, OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MEETS TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING OF TOP MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 KEY POLICIES AND FINANCIAL INFORMATION ARE POSTED ON LSSWIS.ORG, THE AGENCY'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN BENEFICIAL INTEREST IN LSS FOUNDATION -1,485,033. TOTAL TO FORM 990, PART XI, LINE 5: -1,485,033. 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