2026-03-24T18:05:15-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-07-01 362167778 LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS LUTH 7087717180 ONE OAKBROOK TERRACE 501 OAKBROOK TERRACE IL 601814479 MICHAEL A BERTRAND PRESIDENT & CEO 7087717180 2026-03-13 1 0 THURE ROSS CPA P00577278 6305738600 2026-03-06 2024 2025-03-06 01:10:19Z MICHAEL A BERTRAND ONE OAKBROOK TERRACE 501 OAKBROOK TERRACE IL 601814479 46903780 0 X WWW.LCFS.ORG X 1873 IL LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS (AGENCY) IS A NONPROFIT STATEWIDE SOCIAL SERVICE AGENCY WHOSE MISSION IS TO ATTRACT, DEVELOP, MOBILIZE, AND PRVOIDE RESOURCES TO IMPROVE THE WELL-BEING OF CHILDREN, INDIVIDUALS, FAMILIES, CONGREGATIONS, AND COMMUNITIES SO THAT THEIR LIVES ARE IMPROVED. 12 12 432 493 0 0 1362921 1607996 42344757 42790379 12166 179710 578512 857206 44298356 45435291 11733306 11004789 0 0 24571063 26732291 0 0 735933 8863794 8301470 45168163 46038550 -869807 -603259 27191669 26335281 15836000 15222061 11355669 11113220 X LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS (AGENCY) IS A NONPROFIT STATEWIDE SOCIAL SERVICE AGENCY WHOSE MISSION IS TO ATTRACT, DEVELOP, MOBILIZE, AND PRVOIDE RESOURCES TO IMPROVE THE WELL-BEING OF CHILDREN, INDIVIDUALS, FAMILIES, CONGREGATIONS, AND COMMUNITIES SO THAT THEIR LIVES ARE IMPROVED. 0 0 32307053 11004789 36808188 FOSTER CARE - LCFS SUPERVISES THE CARE OF APPROXIMATELY 1,951 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. FAMILY COUNSELING - 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 CHILDCARE PERFORMANCE. 428 INDIVIDUALS AND FAMILIES WERE SUPPORTED THROUGH COUNSELING SERVICES. 2178492 2684064 RESIDENTIAL - LCFS IS COMMITTED TO HELPING CHILDREN AND YOUTH ESPECIALLY THOSE WHO ARE AT RISK. SOUTHERN THIRTY ADOLESCENT CENTER (STAC) IS THE RESIDENTIAL PROGRAM FOR YOUTH WHO NEED SPECIALIZED HELP, PROVIDING SERVICES AS A 30-DAY SHELTER AND DIAGNOSTIC PROGRAM FOR ADOLESCENTS AGED 11-17. STAC PROVIDES EMERGENCY SHELTER CARE, CLINICAL ASSESSMENTS, COUNSELING AND FAMILY INTERVENTION. FY25 PROVIDED EMERGENCY SHELTER FOR 54 YOUTH. 2050919 998140 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. FY25 CAMP WAS VISITED BY 5,921 YOUTH AND INDIVIDUALS FOR RETREATS AND OUTDOOR EDUCATION. 2686327 2299987 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. IN FY25, 274 FAMILIES (760 FAMILY MEMBERS) WERE SERVED.ADOPTION - LCFS ASSISTS FAMILIES IN ADOPTING CHILDREN DOMESTICALLY AND INTERNATIONALLY AND PROVIDES CARE AND COUNSELING TO PREGNANT WOMEN CONSIDERING ADOPTION FOR THEIR CHILDREN. FY25 SAW 56 ADOPTIONS TO FOREVER HOMES.BEST START FOR FAMILIES TRAINS PARENTS, CHILDREN, AND FACILITATORS TO IMPLEMENT EMPATHY-BASED INTERACTIONS INTO THEIR DAILY LIVES. IN FY25, 787 INDIVIDUALS WERE STRENGTHENED THROUGH PREVENTATIVE SERVICES. 2686327 2299987 39222791 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 58 0 1 432 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X DHIREN SHAH 7087717180 1 OAKBROOK TERRACE SUITE 501 OAKBROOK TERRACE IL 60181 BRENNA WOODLEY BOARD CHAIR 1.00 1.00 X 0 0 0 LAURIE ERICKSON VICE CHAIR 1.00 1.00 X 0 0 0 ANTHONY STEPHENS SECRETARY 1.00 2.00 X 0 0 0 GRETCHEN WINTER VICE CHAIR 1.00 1.00 X 0 0 0 MELVIN FAULKNER TREASURER 1.00 2.00 X 0 0 0 REV JEFFEREY HOWELL BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT BLACKWELL BOARD MEMBER 1.00 1.00 X 0 0 0 MANDY LESKO BOARD MEMBER 1.00 1.00 X 0 0 0 BRUCE MEIER BOARD MEMBER 1.00 2.00 X 0 0 0 MARY LOU BYRUM BOARD MEMBER 1.00 1.00 X 0 0 0 KRIS MAHON BOARD MEMBER 1.00 1.00 X 0 0 0 TAMELA MILAN-ALEXANDER BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL BERTRAND PRESIDENT/CEO 40.00 5.00 X 227618 0 28404 DHIREN SHAH CHIEF FINANCIAL OFFICER 40.00 5.00 X 216654 0 27193 CHERYL WENDT VP AND CHIEF DEVELOPMENT OFFICER 40.00 5.00 X 173868 0 1666 LATASHA ROBERSON-GUIFARO VP AND CHIEF STRATEGY OFFICER 40.00 5.00 X 185979 0 11308 BEVERLY JONES VP AND COO 40.00 X 216551 0 14419 HEIDI JESSWEIN DARVILLE HR DIRECTOR 40.00 X 142904 0 26885 MARY THOMAS ASSOCIATE OF INFORMATION TECHNOLOGY 40.00 X 126124 0 12392 STAN THOMAS CONTROLLER 40.00 X 120192 0 81 FELICIA REDIC DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 104733 0 25804 MARIA AVILA ASSISTANT CONTROLLER 40.00 X 109260 0 1779 1623883 0 149931 10 0 1 0 RINCON FAMILY SERVICES 3942 W NORTH AVE CHICAGO IL 60647 COUNSELING 276312 KAREN BONOMO 532 COLCHESTER DR OSWEGO IL 60543 ACCOUNTING 196463 INNOTEK SOLUTIONS INC 4712 LINDEN AVE GLENVIEW IL 60025 IT SUPPORT 140360 STAUB ANDERSON GREEN 55 WEST MONROE ST SUITE 1925 CHICAGO IL 60603 LEGAL 133574 COMPREHENSIVE CLINICAL SERVICES PC 2340 S HIGHLAND AVE SUITE 300 LOMBARD IL 60148 PSYCHIATRIC 117600 5 83896 360985 1163115 195138 1607996 GOVERNMENT FEES 624100 41298975 41298975 PROGRAM SERVICE FEES 624100 1491404 1491404 42790379 200027 200027 1283515 1303832 -20317 -20317 -20317 31690 360985 164657 -132967 -132967 387696 0 387696 387696 AFFILIATE MANAGEMENT FEE INCOME 900099 443156 443156 OTHER INCOME 900099 159321 159321 602477 45435291 42790379 0 1036916 113000 113000 10891789 10891789 1135296 92638 950017 92641 21137883 18648736 2130734 358413 286576 237487 44721 4368 2566352 2051914 469156 45282 1606184 1354913 218748 32523 171441 171441 129626 129626 3005 3005 1029888 748135 258783 22970 110271 51522 55356 3393 937410 516003 362785 58622 543956 107385 429137 7434 1837725 1680630 138382 18713 1641370 1343212 285017 13141 126808 27082 95064 4662 47438 47438 221675 208917 12758 509578 483713 24233 1632 TELEPHONE 496871 334601 159066 3204 EQUIPMENT RENTAL, REPAI 235822 176247 57390 2185 BAD DEBT 82969 82969 MEMBERSHIP DUES 47492 8829 36969 1694 128125 63069 65056 46038550 39222791 6079826 735933 7008859 4367336 69659 50234 5073730 4633333 365222 1134161 782959 153713 3373388 629246 330291 136611 10970520 15384360 27191669 26335281 4091554 3604277 5940308 5852360 2379770 3424368 5765424 15836000 15222061 X 5849191 5216689 5506478 5896531 11355669 11113220 27191669 26335281 X -603259 -5425 366235 X X 0 1 X 1 0 X 7514900 5309498 5739179 3101001 3099400 24763978 29710877 31678167 35389223 40606677 41298975 178683919 368505 392668 412344 400275 387696 1961488 37594282 37380333 41540746 44107953 44786071 205409385 0 379068 1089312 304407 1772787 379068 1089312 304407 1772787 203636598 4236 13848 9916 11366 200027 239393 4236 13848 9916 11366 200027 239393 460 460 176148 20423 844920 203669 159231 1404391 37774666 37414604 42396042 44322988 45145329 207053629 0.98350 0.98290 0.00120 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 176,148. 2021 AMOUNT: $ 20,423. 2022 AMOUNT: $ 844,920. 2023 AMOUNT: $ 203,669. 2024 AMOUNT: $ 159,231. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: MIKE BERTRAND LOBBIED FOR RATE INCREASES WITHIN THE CHILD WELFARE INDUSTRY. ADDITIONALLY, HE LOBBIED FOR INCREASED FUNDING FOR CHILDREN AND FAMILIES IN THE FOSTER CARE SYSTEM. HIRED LOBBYIST CONTRACTOR WORKED WITH LCFS TO ADVOCATE ON BEHALF OF CHILDREN AND FAMILIES IN NEED IN THE GENERAL ASSEMBLY OF THE STATE OF ILLINOIS. 0 0 15658189 462509 1489309 228284 17381723 14366035 241370 1349647 298863 15658189 11853360 1807666 705009 14366035 12085248 222152 -454040 11853360 8997958 1661870 1425420 12085248 0.64250 0.35750 0 0 564985 564985 37855 37855 0 160119 115858 44261 20000 20000 629246 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5372438 SECURITY DEPOSITS 95579 OPERATING RIGHT-OF-USE ASSET 5145391 DUE FROM RELATED PARTY 4770952 15384360 OPERATING LEASE LIABILITY 5451427 OTHER LIABILITIES 313997 5765424 X 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. PART X, LINE 2: LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS EVALUATES ITS EXPOSURE FOR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. AS OF JUNE 30, 2025 AND 2024, THERE WERE NO LIABILITIES FOR UNCERTAIN TAX POSITIONS. HARVEST FESTIVAL 231277 218827 12450 61150 22139 14642 LET YOUR LOVE SHINE DINNER AUCTION 123488 109288 14200 28472 16590 10130 1 37910 32870 5040 1200 8852 1482 392675 360985 31690 1200 89622 47581 26254 164657 -132967 1 CREATING SPACE EDUCATIONAL SERVICES 4645 N SHERIDAN ROAD CHICAGO IL 60640 883124059 501(C)(3) 37000 0 MENTORING AND TUTORING TALENTED TENTH SOCIAL SERVICES 213 N LAKE ST AURORA IL 60506 475547517 501(C)(3) 76000 0 MENTORING AND TUTORING 2 FOSTER CARE BOARD PAYMENTS 1951 9546860 CORE PROGRAM NON-CASH ASSISTANCE 3249 1344929 FAIR MARKET VALUE NONCASH ASSISTANCE - CLOTHING, TRANSPORTATION, HOUSING, FOOD, UTILITIES 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 ADHERENCE 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 APPROPIRATE PROGRAM, SUPERVISORY AND ADMINISTRATIVE STAFF. X X X 0 0 0 0 0 0 0 1 0 MICHAEL BERTRAND PRESIDENT/CEO 227618 0 0 0 0 0 0 0 28404 0 256022 0 0 0 DHIREN SHAH CHIEF FINANCIAL OFFICER 201654 0 15000 0 0 0 0 0 27193 0 243847 0 0 0 BEVERLY JONES VP AND COO 201551 0 15000 0 0 0 0 0 14419 0 230970 0 0 0 LATASHA ROBERSON-GUIFARO VP AND CHIEF STRATEGY OFFICER 170979 0 15000 0 0 0 0 0 11308 0 197287 0 0 0 CHERYL WENDT VP AND CHIEF DEVELOPMENT OFFICER 158868 0 15000 0 0 0 0 0 1666 0 175534 0 0 0 HEIDI JESSWEIN DARVILLE HR DIRECTOR 139904 0 3000 0 0 0 0 0 26885 0 169789 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE PRESIDENT & CEO IS DETERMINED USING A COMPENSATION COMMITTEE AND COMPENSATION SURVEYS OR STUDIES AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY IN AN EXECUTIVE SESSION DURING THE FALL OR WINTER BOARD MEETING. 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. PART I, LINE 7 BONUSES WERE ISSUED TO CURRENT OFFICERS AND EMPLOYEES BASED ON PERFORMANCE. X GIFTS 60 65748 FMV X AUCTION ITEMS 136 49268 FMV X AUCTION SERVICES 63 40354 FMV X SERVICES 2 39768 FMV 0 1 0 SCHEDULE M, PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE COMMITTEES ARE MADE UP OF SELECT BOARD MEMBERS WHO ALL HAVE VOTING RIGHTS. MICHAEL BERTRAND WAS NO LONGER A VOTING MEMBER AS OF MAY 2025. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE COMPRISED OF EACH INDIVIDUAL MEMBER OF THE BOARD OF TRUSTEES AND ANY OTHER LUTHERAN CONGREGATION OR OTHER LUTHERAN ENTITY IN THE STATE OF ILLINOIS WHICH INDICATES IN WRITING A DESIRE TO BE A MEMBER AND IS ACCEPTED BY VOTE OF THE THEN BOARD OF TRUSTEES OF THE CORPORATION. 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 THE BY-LAWS ARE SUBJECT TO THE APPROVAL OF MEMBERS FORM 990, PART VI, SECTION B, LINE 11B THE AGENCY'S FORM 990 IS PREPARED BY A THIRD PARTY TAX FIRM. THE ORGANIZATION'S CONTROLLER PERFORMS A REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE IRS. THE MEMBERS OF THE BOARD ARE PROVIDED COPIES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY. ANY TRUSTEE WHO IS INDIVIDUALLY OR AS A PART OF A BUSINESS OR PROFESSIONAL FIRM INVOLVED IN ANY BUSINESS TRANSACTIONS OR PROVIDING PROFESSIONAL SERVICES TO THE CORPORATION SHALL DISCLOSE THIS RELATIONSHIP TO THE BOARD CHAIR, AND SHALL NOT PARTICIPATE IN ANY VOTE TAKEN BY THE BOARD OF TRUSTEES IN RESPECT TO SUCH TRANSACTIONS OR SERVICES, EXCEPT THAT THE OWNERSHIP OF A LESS THAN ONE PERCENT (1%) INTEREST IN AN ENTITY SO INVOLVED WITH THE CORPORATION SHALL NOT CAUSE SUCH TRUSTEE TO BE SO DISQUALIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT & CEO IS DETERMINED USING A COMPENSATION COMMITTEE AND COMPENSATION SURVEYS OR STUDIES AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY IN AN EXECUTIVE SESSION DURING THE FALL OR WINTER BOARD MEETING. 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. THE COMPENSATION FOR THE OFFICERS OF THE ORGANIZATION IS ESTABLISHED BY THE PRESIDENT & CEO. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE MOST RECENT AUDITED FINANCIALS ARE AVAILABLE ON LCFS' WEBSITE. GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE NOT PUBLISHED ON THE WEBSITE NOR PROVIDED FOR PUBLIC REVIEW. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUSTS 366,235. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS FOUNDATION ONE OAKBROOK TERRACE SUITE 501 OAKBROOK TERRACE IL 60181 367276007 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 1 360 YOUTH SERVICES 1323 BOND ST NAPERVILLE IL 60563 362936229 PREVENTATIVE EDUCATION, COUNSELING, SHELTER IL 501(C)(3) LINE 7 LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 1 ARTHUR D DAY AND ARMILDA A DAY MEMORIAL TRUST 130 N WATER STREET DECATUR IL 62523 376267282 TRUST IL LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS T 135892 5159736 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1