2011-05-13T15:05:47-05:00 2010-06-30 RSM MCGLADREY INC ONE SOUTH WACKER DRIVE SUITE 800 CHICAGO IL 606063392 990 2009-07-01 362167778 LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS LUTH 7087717180 7620 MADISON STREET RIVER FOREST IL 60305 paul S KARL 7087717180 2011-05-13 1 David Faje 3126343400 2009 2016-02-24 21:20:13Z GENE SVEBAKKEN 7620 MADISON STREET RIVER FOREST IL 60305 29073821 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 15 608 900 0 0 24186468 23856051 4669977 4333261 -164587 125977 27202 21836 28719060 28337125 3029538 3553797 0 16492271 17550514 0 640804 6509388 7175783 26031197 28280094 2687863 57031 14683478 15755590 9573545 10225408 5109933 5530182 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 10917529 3274869 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. 8811107 124899 1785087 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. 1384997 1429224 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. 1226548 46960 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. 986801 100946 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. 475579 1500 141112 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. 970314 754719 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. 197505 4623 223119 Nice Twice Retail Shop - Nice Twice Retail Shops provide inexpensively-priced, gently used clothes, household items and other items at shops operated by volunteers. 3856747 154029 1118950 24970380 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 55 0 1 608 1 0 0 0 0 0 1 1 0 0 0 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 PAUL S KARL SR VP & CFO 7087717180 7620 MADISON ST RIVER FOREST IL 60305 GENE L SVEBAKKEN 40.00 X X 198152 0 18566 Rev Dr Paul E Bacon 1.00 X 0 0 0 BJ Chakiris 1.00 X 0 0 0 JILL MARIE CHAPMAN 1.00 X 0 0 0 Don B Cochran 1.00 X 0 0 0 William E Everson 1.00 X 0 0 0 Melvin Faulkner 1.00 X 0 0 0 Robert Fick 1.00 X 0 0 0 Glenda Liner 1.00 X 0 0 0 James Muhlenbruch 1.00 X 0 0 0 Pastor Wray A OffermanN 1.00 X 0 0 0 Hon Edward J Schoenbaum 1.00 X 0 0 0 Sheila Simon 1.00 X 0 0 0 Anthony Stephens 1.00 X 0 0 0 Phyllis Wallace 1.00 X 0 0 0 Brenna M Woodley 1.00 X 0 0 0 PAUL S KARL 40.00 X 157299 0 23645 MICHAEL A BERTRAND 40.00 X 133925 0 11525 susan H stephens 40.00 X 97157 0 10323 PHIL JIMENEZ 40.00 X 119995 0 11660 706528 0 75719 4 0 1 0 ANGEL ADOPTION 5 JANDUS ROAD CARY IL 60013 ADOPTION MARKETING SERVICES 536693 YOUTH ADVOCATE PROGRAMS INC 2007 NORTH THIRD STREET HARRISBURG PA 17102 YOUTH MENTORING 279781 HAYMARKET CENTER 932 WEST WASHINGTON BLVD CHICAGO IL 60607 SUBSTANCE COUNSELING 164867 SYSCO FOOD SERVICES PO BOX 5037 DES PLAINES IL 60017 FOOD DISTRIBUTION 136320 Select Staffing PO Box 4682 Carol Stream IL 60122 Employment Staffing 125185 6 429392 237854 20918038 2270767 604560 23856051 LUTHERBROOK ACADEMY 900099 1785087 1785087 ADOPTION 900099 1429224 1429224 CAMP WARTBURG 900099 754719 754719 NICE TWICE RETAIL SHOP 900099 223119 223119 FAMILY SERVICES 900099 141112 141112 4333261 125504 125504 11052 11052 11052 11052 537990 537517 473 473 473 199179 237854 199179 0 MISCELLANEOUS 900099 10784 10784 10784 28337125 4333261 0 147813 3553797 3553797 706527 445617 200451 60459 13391247 12087023 1097243 206981 557138 500266 46837 10035 1339602 1193088 125464 21050 1556000 1383482 137331 35187 65174 23157 40940 1077 334387 334387 28775 28775 1976451 1861057 49808 65586 69877 41812 19599 8466 1066654 978641 50625 37388 68434 35565 31793 1076 949553 683489 219452 46612 911909 823241 67287 21381 156175 89990 61257 4928 192592 185400 7192 441127 404118 35074 1935 226635 210286 14052 2297 oTHER eXPENSES 294804 97125 85134 112545 PROGRAM/RECREATIONAL FE 246456 246456 RESIDENTIAL/PROGRAM FOO 65498 65498 MEMBERSHIP DUES/ACCREDI 58794 11362 43779 3653 TRAINING 22488 21135 1205 148 28280094 24970380 2668910 640804 1093345 644270 218555 87394 2328414 3262738 174133 169490 13957752 8147919 5183267 5809833 3221126 3297036 2464638 2484829 14683478 15755590 2820694 3236354 542183 264504 2826546 2694468 3384122 4030082 9573545 10225408 X 1911210 2229756 638553 846921 2560170 2453505 5109933 5530182 14683478 15755590 X 0 1 1 X 1 1 X 16976908 18876249 19939939 24186468 24006945 103986509 16976908 18876249 19939939 24186468 24006945 103986509 103986509 96046 107006 116513 92312 125504 537381 26844 21733 43180 17303 10784 119844 104643734 22008806 0.99370 0.99330 X Schedule A, Part II, Line 10, Explanation of Other Income: other income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 1 39 1 4865 4904 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: 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. 5641296 10000 375473 284378 5742391 3894871 2550075 -580534 223116 5641296 0.57270 0.42730 0 0 1167338 1167338 9189429 5327960 3861469 3073723 2451743 621980 527262 368216 159046 5809833 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 2453505 OTHER ASSETS 31324 2484829 PENSION LIABILITY 3549251 Other Liabilities 480831 4030082 28337125 28280094 57031 298817 64401 363218 420249 28899522 298817 263580 562397 28337125 0 28337125 28479273 199179 199179 28280094 0 28280094 Part V, Line 4: Description of Intended Use of Endowment Funds: 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: Description of Uncertain Tax Positions Under FIN 48: The Agency is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar state law. On July 1, 2009, the Agency adopted the FASB-issued guidance for uncertainty in income taxes, which addresses the determination of whether tax benefits 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. The guidance on accounting for uncertainty in income taxes also addresses derecognition, classification, interest and penalties on income taxes, and accounting in interim periods. At July 1, 2009 and June 30, 2010, there were no unrecognized tax benefits identified or recorded as liabilities. The Agency files Form 990 in the U.S. federal jurisdiction and the State of Illinois. With few exceptions, the Agency is no longer subject to examination by the Internal Revenue Service for years before 2007. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF PERPETUAL TRUSTS: 33335. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS: 31066. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSE: 199179. CHANGE IN VALUE OF PERPETUAL TRUSTS: 33335. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS: 31066. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSE: 199179. DINNER (HARVEST GALA) 176527 77949 98578 38557 24348 35673 SPORTING EVENT (BOWL-A-RAMA) 76450 54002 22448 7057 2219 13172 7 184056 105903 78153 11679 15927 50547 437033 237854 199179 57293 42494 99392 199179 0 1 MEDICAID PART B 249 154997 FOOD AND CLOTHING DISTRIBUTION 38104 59650 OTHER FOOD/CLOTHING FOSTER CARE BOARD PAYMENTS 448 3123169 RESIDENTIAL ASSISTANCE 196 215981 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 1 1 X X X X 0 0 0 0 0 0 0 0 0 GENE L SVEBAKKEN 198152 0 0 0 0 0 5859 0 12707 0 216718 0 0 0 PAUL S KARL 146350 0 10949 0 0 0 6724 0 16921 0 180944 0 0 0 Part I, Line 1a Gene Svebakken $1,764 (non-taxable) and Phil Jimenez $2,340 (non-taxable) X 3 25384 fmv X 1000 512405 SELLING PRICE X VARIOUS DONATIONS TO FUNDRAISING 1000 66771 SELLING PRICE 0 0 0 Method for Determining Number of Contributors: Part I, Column (b): is the number of contributions. 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. LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS FOUNDATION 7620 MADISON STREET RIVER FOREST IL 60305 367276007 SUPPORTING FOUNDATION IL 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0