2020-07-15T13:05:45-05:00 2019-06-30 431001367 BROWN SMITH WALLACE LLP 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2018-07-01 201723584 LCMS NATIONAL HOUSING SUPPORT CORPORATION LCMS 3148581485 10733 SUNSET OFFICE DR STE 406A ST LOUIS MO 63127 JANET JOHNSON PRESIDENT 3148581485 2020-07-13 1 JENNIFER M VACHA P01251998 3149831200 199.119.121.196 2020-07-13 20:10:59 CD P 529A56C0E5F1723D353D623E85C15C0FB07BDBE8 3B9AD506CE41B539B7811B739431A1766523CF87 2018 2021-01-29 14:40:06Z LUTHERAN HOUSING SUPPORT JANET JOHNSON 10733 SUNSET OFFICE DR STE 406A ST LOUIS MO 63127 1741404 0 X N/A X 2004 MO TRANSFORM NEIGHBORHOODS; PROVIDE ACCESS TO CAPITAL AND CONSULTING SERVICES 9 8 3 30 0 0 1069340 465432 159699 178998 29038 5810 0 1091164 1258077 1741404 4350 400003 0 0 407587 351846 0 0 79037 505404 532307 917341 1284156 340736 457248 2081317 1317006 1582300 493711 499017 823295 X THE MISSION OF LCMS NATIONAL HOUSING SUPPORT CORPORATION (NHSC), D/B/A LUTHERAN HOUSING SUPPORT IS TO PROVIDE ACCESS TO CAPITAL AND CUSTOMIZED CONSULTING SERVICES FOR UNDERSERVED NEIGHBORHOODS IN ORDER TO TRANSFORM THEM INTO THRIVING COMMUNITIES. 0 0 570759 400003 63998 ACCESS TO CAPITAL: NHSC PROVIDES ACCESS TO CAPITAL AND FUNDS FOR COMMUNITY DEVELOPMENT AND AFFORDABLE HOUSING PROJECTS THROUGH THE LOAN FUND (INITIALLY LAUNCHED IN FISCAL YEAR ENDED 2016 IN ILLINOIS, INDIANA AND MISSOURI), GRANT PROGRAMS, AND ACCESS TO TRAINING RESOURCES. LOW INTEREST LOANS RANGING IN SIZE FROM $25,000 - $250,000 ARE PROVIDED TO HELP SUPPORT COMMUNITY DEVELOPMENT PROJECTS THAT ARE EITHER PRE-DEVELOPMENT OR DEVELOPMENT TERMS. NHSC APPROVED 1 LOAN IN THE CURRENT YEAR. (SEE SCHEDULE O)AS PART OF THE GRANT PROGRAMS, NHSC AWARDED EXTERNAL GRANTS OF $400,003 IN THE CURRENT YEAR. NHSC COLLABORATES WITH A NUMBER OF PARTNERS TO PROVIDE FUNDRAISING AND PROJECT MANAGEMENT TRAINING AND RESOURCES TO ORGANIZATIONS CONDUCTING DEVELOPMENT WORK IN THE UNITED STATES. A SERIES OF INTRODUCTORY WEBINARS AND TRAINING MODULES DEVELOPED DIRECTLY BY NHSC ARE AVAILABLE VIA THE NHSC WEBSITE. ACCESS TO ADDITIONAL EXTERNAL TRAINING RESOURCES AND TOOLS ON THESE TOPICS CAN ALSO BE ACCESSED VIA THE NHSC KNOWLEDGEBASE. 253197 115000 NEIGHBORHOOD DEVELOPMENT: CAMPAIGN FOR COLLEGE HILL REPRESENTS AN OVERALL REVITALIZATION PROJECT SPEARHEADED BY LCMS NATIONAL HOUSING SUPPORT CORPORATION (NHSC) IN COLLABORATION WITH COMMUNITY PARTNERS. AT ITS CORE, THE CAMPAIGN IS A GRASSROOTS EFFORT TO IMPLEMENT COMMUNITY IMPROVEMENTS AND ENACT CRIME REDUCTION PROGRAMS TO AFFECT NEIGHBORHOOD CHANGE. DERIVED FROM RESIDENT INPUT, THE CONCEPT PLAN INCLUDES NEW POCKET PARKS, INFRASTRUCTURE IMPROVEMENTS, ECONOMIC DEVELOPMENT, AND QUALITY OF LIFE INITIATIVES. (SEE SCHEDULE O)"NAZARETH HOMES", A 20-UNIT AFFORDABLE HOUSING INITIATIVE IN THE COLLEGE HILL COMMUNITY, IS ONE COMPONENT OF THE REVITALIZATION PROJECT. OTHER ACHIEVEMENTS WITHIN THE PROGRAM INCLUDED A CONTINUED IMPLEMENTATION OF KEY CRIME REDUCTION AND SAFETY INITIATIVES BY COMPLETING A NEIGHBORHOOD SAFETY ASSESSMENT, WORKING WITH THE RESIDENTS TO DEVELOP A NEIGHBORHOOD OWNERSHIP MODEL PLAN, INSTALLING SECURITY CAMERAS IN KEY HOT SPOTS, INCLUSIVELY RESULTING IN A 40% CRIME REDUCTION. 243267 CUSTOMIZED CONSULTING SERVICES\TECHNICAL ASSISTANCE:NHSC REGULARLY LENDS ITS HOUSING AND COMMUNITY DEVELOPMENT IN-HOUSE EXPERTISE TO ORGANIZATIONS THROUGHOUT THE UNITED STATES THROUGH CUSTOMIZED CONSULTING SERVICES AND FINANCIAL SUPPORT. IN FISCAL YEAR 2019, NHSC PROVIDED SUCH SERVICES TO 10 ENTITIES IN 9 STATES AND PROVIDED TRAINING TO 95 LCMS PARTNERS INTERESTED IN ENGAGING IN COMMUNITY-BASED PROJECTS. NHSC FOCUSES ON BUILDING RELATIONSHIPS AND LOCAL KNOWLEDGE FOR OUR PARTNERS THAT FACILITATE THE ENHANCEMENT OR EVENTUAL CREATION OF (SEE SCHEDULE O)HOUSING AND COMMUNITY DEVELOPMENT EFFORTS. EXAMPLES OF CONSULTING SERVICES INCLUDE: - INFORMAL DISCUSSIONS REGARDING POTENTIAL FUNDING OPPORTUNITIES FOR COMMUNITY DEVELOPMENT WORK, - ORGANIZING/FACILITATING MEETINGS BETWEEN COMMUNITY, GOVERNMENTAL AND ORGANIZATIONAL PARTNERS PLANNING OUT FUTURE ACTION ITEMS AND WORK PLANS, - PROVIDING DIRECT TRAINING RESOURCES (VIA WEBINAR OR ON-SITE WORKSHOPS), AND OTHER SIMILAR TRAINING TOOLS. THESE RESOURCES CAN BE DISTRIBUTED IN A VARIETY OF FORMATS, BOTH PASSIVE (ONLINE OR WRITTEN RESOURCES) AND ACTIVE (DIRECT TRAINING AND CONVERSATIONS WITH ORGANIZATIONS). ALL SERVICES ARE CUSTOMIZED TO THE NEEDS OF THE LOCAL COMMUNITIES WHERE OUR PARTNERS ARE WORKING.AS PART OF OUR CONSULTING SERVICES, OUR COMMUNITY IMPACT PROGRAM INCREASES ACCESS TO RESOURCES SPECIFICALLY NEEDED BY PASTORS AND CONGREGATIONAL LEADERS TO MAKE A POSITIVE IMPACT IN THEIR COMMUNITIES. THESE RESOURCES ARE AVAILABLE TO HELP ASSESS PROJECT FEASIBILITY, ASSIST WITH PROJECT PLANNING, AND MAY ALSO ASSIST WITH IMPLEMENTATION IN THE COMMUNITY. ADDITIONAL TRAINING OPPORTUNITIES IN THE AREA OF COMMUNITY DEVELOPMENT AND FUNDRAISING ARE AVAILABLE VIA THE NHSC WEBSITE. 1067223 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROSS STROH LUTHERAN CHURCH-MISSOURI SYNOD 3149961100 1333 S KIRKWOOD RD SAINT LOUIS MO 63122 REV DR DAVID BENKE CHAIR 2.00 X X 0 0 0 JANET JOHNSON PRESIDENT 2.00 X X 0 0 0 DEACONESS DORCEL DOWDELL SECRETARY 2.00 X X 0 0 0 LYNN HUTZEL-VISEL TREASURER 2.00 X X 0 0 0 ANTONIO RILEY VICE-CHAIR 2.00 X X 0 0 0 BARBARA BELOW LCMS PRESIDENT REPRESENTATIVE 1.00 40.00 X 0 154657 24930 REV STEVEN SCHAVE EX-OFFICIO 1.00 X 0 0 0 ROBERT CHAPPELL DIRECTOR 1.00 X 0 0 0 HAROLD LAWSON SR DIRECTOR 1.00 X 0 0 0 NICOLE TURNER-RIDLEY CHIEF EXECUTIVE 40.00 X 136653 0 14460 MARY JO BECKER ASSISTANT SECRETARY 40.00 X 44920 0 12484 181573 154657 51874 1 0 1 0 0 5000 223000 237432 465432 HOUSING SALES & SERV. 531390 115000 115000 LOAN/ADMINISTRATIVE 531390 33716 33716 LOAN INTEREST 531390 30282 30282 178998 5810 5810 CANCELLATION OF DEBT 900099 1091164 1091164 1091164 1741404 178998 0 1096974 400003 400003 213319 154418 43628 15273 97308 92621 4687 7714 6847 74 793 12833 11119 1714 20672 16721 2148 1803 901 473 57 371 16275 8537 1037 6701 30419 15954 1940 12525 7824 33 7282 509 20619 978 19527 114 48223 24202 24011 10 32020 31041 979 22436 22436 CONSTRUCTION 242886 242886 MISCELLANEOUS 55977 27006 15756 13215 CONTRACTED SERVICES 54727 34384 20343 1284156 1067223 137896 79037 63815 163939 275411 256017 483 513834 444368 237120 27268 2226 963386 450456 2081317 1317006 77147 98588 591668 395123 913485 0 1582300 493711 X -736256 36111 786887 0 448386 787184 499017 823295 2081317 1317006 X 457248 -132970 X X 0 1 X 1 0 X 693147 823025 722545 1069340 465432 3773489 88342 421021 159699 178998 848060 781489 823025 1143566 1229039 644430 4621549 3375 3600 3600 4900 6080 21555 0 3375 3600 3600 4900 6080 21555 4599994 6384 4823 4179 4826 5810 26022 6384 4823 4179 4826 5810 26022 1091164 1091164 787873 827848 1147745 1233865 1741404 5738735 0.80160 0.99040 0.00450 0.00580 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CANCELATION OF DEBT - 2018 AMOUNT: $ 1,091,164. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 448386 2070 450456 432584 15802 448386 398714 33870 432584 412694 -13979 398715 417985 -5291 412694 0.00000 1.00000 0.00000 0 1 1 0 FUNDS HELD IN CUSTODY BY OTHERS 450456 450456 X 1743474 2070 2070 1741404 0 1741404 1419196 135040 135040 1284156 0 1284156 PART V, LINE 4: NHSC IS THE BENEFICIARY OF THE EARNINGS ON AN ENDOWMENT FUND HELD BY THE LCMS FOUNDATION WHICH WILL BE RECEIVED IN PERPETUITY. THE PRINCIPAL WILL NOT REVERT TO THE NHSC. THE PERPETUAL STREAM OF REVENUE IS VIEWED BY NHSC AS A PROMISE TO GIVE BY THE INDIVIDUALS WHO ESTABLISHED THE ENDOWMENT. THE NEUMANN ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT WOMEN AND CHILDREN IN NORTH ST. LOUIS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT AS TO UNRELATED BUSINESS INCOME FOR WHICH FORM 990-T IS FILED. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION HAS ADDRESSED THE PROVISIONS OF FASB ASC 740, ACCOUNTING FOR INCOME TAXES. IN THAT REGARD, THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS, EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS AND BELIEVES THAT NO PROVISION FOR INCOME TAXES IS NECESSARY, AT THIS TIME, TO COVER ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,070. PART XII, LINE 2D - OTHER ADJUSTMENTS: HOME IMPAIRMENT LOSS 135,040. 1 LUTHERAN SOCIAL SERVICES DISASTER RESPONSE (UPBRING) PO BOX 140767 AUSTIN TX 78714 741109745 501(C)(3) 74927 PROVISION OF CASE MANAGEMENT SERVICES FOR PROJECT RENEW-POST DISASTER RESPONSE REBUILDING TOGETHER HOUSTON PO BOX 15315 HOUSTON TX 77220 760027902 501(C)(3) 300000 REPAIR THE HOMES OF FAMILIES IMPACTED BY HURRICANE HARVEY LIVING WATER COMMUNITY LUTHERAN CHURCH 10635 HOMESTEAD RD HOUSTON TX 77016 741557263 501(C)(3) 25076 SUPPORT OUTREACH AND ENGAGEMENT ACTIVITIES WITH FAMILIES SERVED BY PROJECT RENEW 3 0 PART I, LINE 2: NHSC REQUIRES EACH GRANTEE TO EXECUTE A GRANT AGREEMENT THAT DELINEATES THE GRANTEE'S OBLIGATIONS AS IT RELATES TO THE FUNDING RECEIVED. ADDITIONALLY THE GRANT AGREEMENT REQUIRES THAT EACH GRANTEE SUBMIT REPORTS DURING THE GRANT PERIOD. EACH GRANTEE IS REQUIRED TO SUBMIT EITHER QUARTERLY OR SIX-MONTH REPORTS AND ALL ARE REQUIRED TO SUBMIT A FINAL REPORT. SIX-MONTH OR QUARTERLY REPORTS INCLUDE NARRATIVE DETAILS ABOUT PROGRAM ACTIVITIES, ACCOMPLISHMENTS AND OBSTACLES, AND A FINANCIAL ACCOUNTING OF GRANT EXPENSES. ANECDOTAL STORIES ABOUT HOW PEOPLE WERE SERVED AND PHOTOS OF THE PROJECT IN ACTION ARE TO BE INCLUDED. THE FINAL REPORT PROVIDES A COMPREHENSIVE REVIEW OF THE PROJECT, ITS STRENGTHS AND WEAKNESSES, FULL FINANCIAL INFORMATION OF GRANT EXPENDITURES, AND FUTURE PLANS STEMMING FROM THE PROJECT. SITE VISITS ARE CONDUCTED ON AN AS NEEDED BASIS AFTER FUNDING IS DISBURSED. X 0 0 0 0 0 0 0 0 0 BARBARA BELOW LCMS PRESIDENT REPRESENTATIVE 0 154657 0 0 0 0 0 13324 0 11606 0 179587 0 0 NICOLE TURNER-RIDLEY CHIEF EXECUTIVE 136653 0 0 0 0 0 11489 0 2971 0 151113 0 0 0 PART I, LINE 3 THE HUMAN RESOURCES DEPARTMENT OF LUTHERAN CHURCH MISSOURI SYNOD (LCMS) COMPILES COMPENSATION COMPARABLES TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S EMPLOYEES INCLUDING THE CHIEF EXECUTIVE. LCMS IS A RELATED ORGANIZATION. ACCORDINGLY, THE "COMPENSATION SURVEY OR STUDY" BOX IS NOT CHECKED. HOWEVER, THE BOARD OF DIRECTORS FOR NHSC DOES REVIEW THE RECOMMENDATIONS OF THE LCMS HR DEPARTMENT IN CONNECTION WITH THE ANNUAL BUDGET APPROVAL. ACCORDINGLY, THE NHSC BOARD OF DIRECTORS IS ULTIMATELY RESPONSIBLE FOR APPROVING SAID COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF LCMS NATIONAL HOUSING SUPPORT CORPORATION (NHSC) IS THE LUTHERAN CHURCH MISSOURI SYNOD (LCMS). ALL POWERS OF THE MEMBER, INCLUDING THOSE PROVIDED FOR BY THE NHSC BYLAWS, ARTICLES OF INCORPORATION, AND IN THE LAWS OF THE STATE OF MISSOURI, ARE VESTED IN AND SHALL BE EXERCISED BY THE BOARD OF DIRECTORS OF THE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A AS SOLE MEMBER OF NHSC, LCMS, HAS VESTED ITS POWERS IN THE BOARD OF DIRECTORS OF LCMS. THE LCMS BOARD OF DIRECTORS ARE RESPONSIBLE FOR ELECTING AT LEAST 1/3, BUT LESS THAN 1/2 OF THE NHSC BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE EXECUTIVE COMMITTEE SHALL HAVE AUTHORITY TO ACT FOR THE BOARD OF DIRECTORS IN ALL MATTERS DELEGATED TO IT BY SPECIFIC ACTION OR BY POLICY OF THE BOARD OF DIRECTORS, EXCEPT AS LIMITED BELOW. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE PURSUANT TO THE POWERS GRANTED MAY BE ACCEPTED AS A VALID ACT OF NHSC BY ANY PARTY DEALING WITH THE ORGANIZATION. THE FOLLOWING GOVERNANCE DECISIONS MAY NOT BE UNDERTAKEN BY A COMMITTEE OF THE BOARD, INCLUDING THE EXECUTIVE COMMITTEE: 1. AUTHORIZE DISTRIBUTIONS TO DIRECTORS, OFFICERS, AGENTS OR EMPLOYEES EXCEPT IN EXCHANGE FOR VALUE RECEIVED; 2. APPROVE DISSOLUTION, MERGER OR THE SALE, PLEDGE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; 3. UNLESS OTHERWISE PROVIDED IN THESE BYLAWS OR THE ARTICLES OF INCORPORATION, ELECT, APPOINT OR REMOVE DIRECTORS OR FILL VACANCIES ON THE BOARD OF DIRECTORS OR ON ANY OF ITS COMMITTEES; OR 4. ADOPT, AMEND OR REPEAL THE ARTICLES OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND IS INITIALLY REVIEWED BY THE CHIEF EXECUTIVE. QUESTIONS AND CONCERNS ARE ADDRESSED AND ANY REQUIRED CHANGES ARE MADE. THE 990 IS THEN MADE AVAILABLE TO THE BOARD OF DIRECTORS AND/OR THE EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE APPROVED POLICY GOVERNANCE MANUAL REQUIRES THE NHSC BOARD AT ITS SCHEDULED MEETINGS TO REVIEW SECTIONS OF ITS POLICY ON A ROTATING BASIS. AN AUDIT COMMITTEE WILL ALSO BE RESPONSIBLE FOR MONITORING COMPLIANCE WITH POLICIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION COMPARABLES ARE DETERMINED BY THE LCMS HUMAN RESOURCES DEPARTMENT. THE BOARD APPROVES THE ANNUAL BUDGET INCLUDING SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,070. HOME IMPAIRMENT LOSS -135,040. FORM 990, PART XII, LINE 2C: THE EXECUTIVE COMMITTEE AND/OR THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. LHS DEVELOPMENT LLC 10733 SUNSET OFFICE DR ST LOUIS MO 63127 ASSIST LCMS-NHSC MO 0 0 LCMS-NHSC COLLEGE HILL LLC 10733 SUNSET OFFICE DR ST LOUIS MO 63127 REVITALIZE NEIGHBORHOODS MO 120530 11506 LHS DEVELOPMENT LLC THE LUTHERAN CHURCH - MISSOURI SYNOD 1333 S KIRKWOOD RD ST LOUIS MO 63122 430658188 RELIGIOUS MO 501(C)(3) LINE 1 N/A 0 LUTHERAN CHURCH EXTENSION FUND 10733 SUNSET OFFICE DR ST LOUIS MO 63127 431151795 FINANCIAL-RELIGIOUS MO 501(C)(3) LINE 1 N/A 0 LCMS FOUNDATION 1333 S KIRKWOOD RD ST LOUIS ME 63122 436034481 FINANCIAL-RELIGIOUS MO 501(C)(3) LINE 1 N/A 0 0 0 1 0 1 0 0 0 0 0 1 1 1 1 1 1 1 0 1