LUTHERAN FAMILY SERVICES IN THE CAROLINAS INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN FAMILY SERVICES IN THE CAROLINAS INC (EIN 56-1286323)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-13
- IRS object ID
- 201710449349300541
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-13T10:03:37-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561286323 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN FAMILY SERVICES IN THE CAROLINA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 7046372870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2369 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281452369 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRBY NICKERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7046372870 | PhoneNum |
| Signature | 2017-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2017-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TED GOINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2369 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281452369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,340,218 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LSCAROLINAS.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERED BY CHRIST, WE WALK TOGETHER WITH ALL WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 297 | TotalEmployeeCnt |
| Total Volunteers | 1789 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,258,037 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,468,447 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,969,433 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,791,583 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,474 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | $133,023 | PYOtherRevenueAmt |
| CY Other Revenue | $66,641 | CYOtherRevenueAmt |
| PY Total Revenue | $16,369,967 | PYTotalRevenueAmt |
| CY Total Revenue | $18,337,807 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $503,680 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $541,693 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,167,750 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,651,632 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $526,313 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,434,617 | PYOtherExpensesAmt |
| CY Other Expenses | $8,083,473 | CYOtherExpensesAmt |
| PY Total Expenses | $16,106,047 | PYTotalExpensesAmt |
| CY Total Expenses | $18,276,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $263,920 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $61,009 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,485,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,032,388 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,768,235 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,238,366 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$3,282,868 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,205,978 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OLUTHERAN FAMILY SERVICES IN THE CAROLINAS (LFS) IS DEDICATED TO ONE SIMPLE GOAL, IMPROVING THE LIVES OF THE MOST VULNERABLE POPULATIONS IN NORTH AND SOUTH CAROLINA. THE LFS MISSION STATEMENT IS, "EMPOWERED BY CHRIST, WE WALK TOGETHER WITH ALL WE SERVE." LFS HELPS PLACE CHILDREN IN LOVING FOSTER AND ADOPTIVE HOMES; PROVIDES COMPREHENSIVE SERVICES TO ADULTS WITH SPECIAL NEEDS; HELPS THOSE WITH SEVERE AND PERSISTENT MENTAL ILLNESS MANAGE SYMPTOMS; AIDS VETERANS IN REGAINING INDEPENDENCE; HELPS REFUGEES ACCLIMATE TO LIFE IN A NEW COUNTRY; COUNSELS FAMILIES IN THEIR TIME OF NEED AND MORE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,538,278 | ExpenseAmt |
| Grant | $541,693 | GrantAmt |
| Revenue | $8,722,023 | RevenueAmt |
| Desc | LFS OFFERS FAMILY AND THERAPEUTIC FOSTER CARE TO MEET THE SPECIAL PHYSICAL AND EMOTIONAL NEEDS OF THE VULNERABLE CHILDREN IN OUR CARE SOME CHILDREN SUFFER FROM MEDICAL PROBLEMS SUCH AS FETAL ALCOHOL SYNDROME AND DRUG ADDICTION. OLDER CHILDREN CAN HAVE EMOTIONAL AND BEHAVIORAL ISSUES AND ARE GIVEN COUNSELING WHEN NEEDED. MANY FAMILIES WILL HAVE THE OPPORTUNITY TO ADOPT WHEN REUNIFICATION WITH A CHILD'S BIOLOGICAL FAMILY IS NOT POSSIBLE. FINDING PERMANENT, SAFE, AND SUPPORTIVE FAMILIES FOR CHILDREN IS THE GOAL OF LFS FOSTER CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,433,449 | ExpenseAmt |
| Revenue | $5,550,378 | RevenueAmt |
| Desc | LFS PROVIDES RESIDENTIAL SERVICES FOR ADULTS COPING WITH VARIOUS DEGREES OF AUTISM, DEVELOPMENTAL DISABILITY, MENTAL ILLNESS, AND SYMPTOMS RESULTING FROM TRAUMATIC BRAIN INJURY. SELF-SUFFICIENCY IS TAUGHT AND ENCOURAGED IN THESE HOMES, THOUGH MANY CLIENTS WILL LIFE OUT THEIR LIVES WITH LFS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,552,414 | ExpenseAmt |
| Revenue | $1,585,823 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE ADOPTION, COUNSELING, REFUGEE, COMMUNITY - BASED PARTNERSHIP INITIATIVES AND DISASTER RESPONSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,524,141 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 80 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 297 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7046372870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1416 S MARTIN LUTHER KING JR AVE | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Ted Goins Jr | |||||||||
| Chief Executive Officer/PRESIDENT | 40.00 | 1.00 | Yes (X) | Yes (X) | $0 | $315,659 | $15,076 | ||
| Rev Pamela Cook | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Hoyle | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Cary Grant | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Skip Downs | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Huddle | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joy Fisher | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eunika Simons | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joycelyn Johnson | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Tonnesen | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty Lohr | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Shannon Mathews | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Greg Hudgins | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Doug Nelson | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Derek Shoemake | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Jennifer Krushas | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J White Iddings Jr | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rosebud Reubel | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Anna Pasour | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kirby Nickerson | |||||||||
| Chief Financial Officer | 40.00 | 1.00 | Yes (X) | $0 | $195,433 | $11,101 | |||
| Karen Maddry | |||||||||
| Secretary | 40.00 | 1.00 | Yes (X) | $0 | $66,590 | $7,943 | |||
| Elizabeth Kuhn | |||||||||
| Chief Development Officer | 40.00 | 1.00 | $0 | $151,692 | $9,790 | Yes (X) | |||
| Myra Griffie | |||||||||
| COO-LFS | 40.00 | 1.00 | $0 | $136,750 | $9,243 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $866,124 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,153 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Pylon Inc | |||||
| 501 UWHARRIE COURT E | RALEIGH | NC | 276061470 | BUILDING RENTAL | $143,433 |
| United Heartland | |||||
| PO BOX 4061 | CORAL STREAM | IL | 601974061 | INSURANCE SERVICE | $136,902 |
| Xerox | |||||
| PO BOX 827598 | PHILADELPHIA | PA | 191827598 | PRINTING SERVICE | $128,854 |
| Enterprise FM Trust | |||||
| PO BOX 800089 | KANSAS CITY | MO | 641800089 | CAR RENTAL SERVICE | $121,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,819,889 | GovernmentGrantsAmt |
| All Other Contributions | $648,558 | AllOtherContributionsAmt |
| Noncash Contributions | $80,036 | NoncashContributionsAmt |
| Total Contributions | $2,468,447 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE REVENUES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $15,791,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,791,583 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,791,583 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,047 | TotalRevenueColumnAmt |
| Exclusion | $11,047 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,910 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,910 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,910 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,411 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,411 | SecuritiesAmt |
| Other | $2,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89 | TotalRevenueColumnAmt |
| Exclusion | $89 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $34,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,731 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,731 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,337,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,858,224 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,136 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,693 | TotalAmt |
| Program Services | $541,693 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,188,626 | TotalAmt |
| Program Services | $7,402,257 | ProgramServicesAmt |
| Management And General | $786,369 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,837 | TotalAmt |
| Program Services | $16,514 | ProgramServicesAmt |
| Management And General | $3,323 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,495 | TotalAmt |
| Program Services | $776,894 | ProgramServicesAmt |
| Management And General | $65,601 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,674 | TotalAmt |
| Program Services | $543,667 | ProgramServicesAmt |
| Management And General | $57,007 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,091 | TotalAmt |
| Management And General | $187,778 | ManagementAndGeneralAmt |
| Fundraising | $526,313 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,266 | TotalAmt |
| Program Services | $4,021 | ProgramServicesAmt |
| Management And General | $3,245 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,941 | TotalAmt |
| Management And General | $26,941 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991 | TotalAmt |
| Management And General | $991 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,461 | TotalAmt |
| Program Services | $424,796 | ProgramServicesAmt |
| Management And General | $265,665 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,584 | TotalAmt |
| Program Services | $25,204 | ProgramServicesAmt |
| Management And General | $4,380 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,666 | TotalAmt |
| Program Services | $661,889 | ProgramServicesAmt |
| Management And General | $156,777 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,668 | TotalAmt |
| Program Services | $8,813 | ProgramServicesAmt |
| Management And General | $855 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,000 | TotalAmt |
| Program Services | $420,736 | ProgramServicesAmt |
| Management And General | $318,264 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,500 | TotalAmt |
| Program Services | $509,652 | ProgramServicesAmt |
| Management And General | $71,848 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,767 | TotalAmt |
| Program Services | $13,621 | ProgramServicesAmt |
| Management And General | $92,146 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,595 | TotalAmt |
| Program Services | $95,147 | ProgramServicesAmt |
| Management And General | $34,448 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,583 | TotalAmt |
| Program Services | $100,309 | ProgramServicesAmt |
| Management And General | $11,274 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Foster Care Board Payme | $3,415,391 | $3,415,391 | |
| HUB Expense Allocation | $492,977 | $396,232 | $96,745 |
| Bad Debt | $114,993 | $72,306 | $42,687 |
| Other Expenses | $81,774 | $81,774 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,225 | TotalAmt |
| Program Services | $13,225 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,276,798 | TotalAmt |
| Program Services | $15,524,141 | ProgramServicesAmt |
| Management And General | $2,226,344 | ManagementAndGeneralAmt |
| Fundraising | $526,313 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,240 | BOYAmt |
| EOY | $822,018 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,643 | BOYAmt |
| EOY | $7,158 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,356 | BOYAmt |
| EOY | $1,480,982 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,417 | BOYAmt |
| EOY | $110,606 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,597,839 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,309,659 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,670 | BOYAmt |
| EOY | $288,180 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,041 | BOYAmt |
| EOY | $298,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,485,367 | BOYAmt |
| EOY | $3,032,388 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,502,665 | BOYAmt |
| EOY | $3,081,538 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,160 | BOYAmt |
| EOY | $158,160 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,227,410 | BOYAmt |
| EOY | $2,998,668 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,768,235 | BOYAmt |
| EOY | $6,238,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,666,070 | BOYAmt |
| EOY | -$3,699,243 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,624 | BOYAmt |
| EOY | $269,813 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,578 | BOYAmt |
| EOY | $223,452 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,282,868 | BOYAmt |
| EOY | -$3,205,978 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,485,367 | BOYAmt |
| EOY | $3,032,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $61,009 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,881 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANGELICAL LUTHERAN CHURCH IN AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411568278 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $541,693 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $541,693 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $282,016 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,514 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $305,530 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $291,719 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,480 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,183 | OtherExpendituresAmt |
| End Year Balance | $282,016 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $275,391 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $15,328 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $291,719 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,821 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $14,570 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $275,391 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $224,550 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35,271 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $259,821 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,370 | OtherCostOrOtherBasisAmt |
| Book Value | $2,370 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,276 | DepreciationAmt |
| Book Value | $3,500 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $252,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $202,150 | DepreciationAmt |
| Book Value | $50,359 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,332,184 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,100,233 | DepreciationAmt |
| Book Value | $231,951 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $288,180 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Intercompany | $1,278,156 |
| Long-term Debt | $1,429,844 |
| Obligation under Capital Lease | $175,483 |
| Reserve for Client Fund | $115,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,998,668 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. INCOME FROM THE ENDOWMENTS ARE USED BUT NOT LIMITED TO FUTURE EXPANSION, EQUIPMENT PURCHASES AND FUTURE PROGRAM SERVICE NEEDS. |
| Part X, Line 2: | SUBSTANTIALLY ALL AFFILIATES OF LSA AND LFS ARE ORGANIZED AS NORTH CAROLINA NONPROFIT ORGANIZATIONS AND ARE EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) UNDER A GROUP EXEMPTION OF THE ELCA. LFS REAL PROPERTIES, INC. IS EXEMPT UNDER IRC SECTION 501(C)(2). THE ORGANIZATIONS RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATIONS, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF SEPTEMBER 30, 2016. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AGGREGATE OF ALL GRANTS | GrantTypeTxt |
| Recipient | 1789 | RecipientCnt |
| Cash Grant | $541,693 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FOOD, UTILITIES, CLOTHING, MEDICAL COSTS, AND RENT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | THE ORGANIZATION MAINTAINS CONTACT RECORDS ON ASSISTANCE RECIPIENTS AS WELL AS CONSISTENTLY FOLLOWS UP WITH INDIVIDUALS TO ENSURE THEY ARE MEETING THE REQUIREMENTS OF THE ASSITANCE PROGRAM AND REMAIN ELIGIBLE FOR ASSISTANCE RECEIVED. |
| SCHEDULE I, PAGE 4, PART IV | THE ORGANIZATION PROVIDES FOOD, UTILITIES, CLOTHING, MEDICAL COSTS, RENT, AND CASH ASSISTANCE TO REFUGEES THROUGH MONEY RECEIVED FROM THE U.S. DEPARTMENT OF STATE - BUREAU OF POPULATION, REFUGEES, AND MITGRATION (AS REPORTED ON PART VIII, LINE 1E AND SCHEDULE B) SUCH REFUGEE IS APPROVED BY THE GOVERNMENT AND ASSIGNED TO THE ORGANIZATION FOR THIS SPECIAL ASSISTANCE THE GRANTS BY THE ORGANIZATION ARE CONSISTENT WITH ITS MISSION AND STATED EXEMPT PURPOSE ALTHOUGH REPORTED IN AGGREGATE FOR PURPOSES OF TRANSPARENCY, NO SINGLE GRANT MADE IN THE CURRENT YEAR WAS VALUED AT AN AMOUNT GREATER THAN 5,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ted Goins Jr | ||||||||||||||
| Chief Executive Officer/PRESIDENT | $0 | $315,659 | $0 | $0 | $0 | $0 | $0 | $6,059 | $0 | $9,017 | $0 | $330,735 | $0 | $0 |
| Kirby Nickerson | ||||||||||||||
| Chief Financial Officer | $0 | $195,433 | $0 | $0 | $0 | $0 | $0 | $5,369 | $0 | $5,732 | $0 | $206,534 | $0 | $0 |
| Elizabeth Kuhn | ||||||||||||||
| Chief Development Officer | $0 | $151,692 | $0 | $0 | $0 | $0 | $0 | $4,149 | $0 | $5,641 | $0 | $161,482 | $0 | $0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $79,136 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE-CHAIR, PRESIDENT, AND THREE ADDITIONAL BOARD MEMBERS. THE EXECUTIVE COMMITTEE WILL MANAGE THE AFFAIRS OF THE CORPORATION DURING THE INTERIM MEETINGS OF THE BOARD AND IS EMPOWERED AND AUTHORIZED TO TRANSACT ALL BUSINESS PERTAINING TO THE CORPORATION. |
| Form 990, Part VI, Section A, line 3 | LSA MANAGEMENT, INC. PROVIDES ADMINISTRATIVE SUPPORT, MANAGEMENT, ACCOUNTING, INFORMATION TECHNOLOGY, AND RESOURCE DEVELOPMENT SERVICES TO LUTHERAN SERVICES FOR THE AGING AND ITS AFFILIATES. SEE SCHEDULE R, PART V. |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER, BEFORE MADE AVAILABLE TO THE BOARD OF DIRECTORS VIA A WEBSITE PORTAL. THE BOARD OF DIRECTORS REVIEW AND COMMENT ON THE FORM 990. ANY MATTERS ARE RAISED TO THE OUTSIDE ACCOUNTANTS FOR COLLABORATION AND ULTIMATE RESOLUTION. |
| Form 990, Part VI, Section B, line 12c | BOARD MEMBERS RECEIVE A BOARD MANUAL AS PART OF ORIENTATION WHEN THEY JOIN THE BOARD WHICH INCLUDES THE CORPORATE COMPLIANCE POLICY AND BYLAWS. BOTH THE POLICY AND THE BYLAWS ADDRESS CONFLICT OF INTEREST. THEREAFTER, ANNUALLY, THE BOARD OF DIRECTORS RECEIVE CORPORATE COMPLIANCE TRAINING AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE. |
| Form 990, Part VI, Section B, line 15a | ALL COMPENSATION LIMITS ARE COMPARED TO STATE AND NATIONAL RANGES BASED ON FACILITY SIZE AND EXPERIENCE OF STAFF. THE BOARD OF DIRECTORS APPROVE THE COMPENSATION OF THE CEO/PRESIDENT WHICH IS PAID BY THE MANAGING ORGANIZATION OF THE CONTROL GROUP. ALL COMPENSATION LIMITS ARE COMPARED TO STATE AND NATIONAL RANGES BASED ON FACILITY SIZE AND EXPERIENCE OF STAFF. THE CEO/PRESIDENT APPROVES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. OFFICERS OF THE CONTROLLED GROUP ARE PAID BY THE MANAGING ORGANIZATION AND CERTAIN ORGANIZATIONS WITHIN THE CONTROL GROUP ALSO COMPENSATE KEY EMPLOYEES DIRECTLY. |
| Form 990, Part VI, Section C, line 18 | FORM 990 ARE POSTED ON GUIDESTAR AND AVAILABLE UPON REQUEST AT THE LSA OFFICE LOCATED IN SALISBURY, NC. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION ONLY MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VI - ADDITIONAL INFORMATION | WHISTLEBLOWER POLICY LUTHERAN SERVICES FOR THE AGING, INC. & AFFILIATES ARE COMMITTED TO THEIR ROLE IN PREVENTING HEALTH CARE FRAUD AND ABUSE AND COMPLYING WITH APPLICABLE STATE AND FEDERAL LAWS RELATED TO HEALTH CARE FRAUD AND ABUSE. THE CIVIL FALSE CLAIMS ACT PROVIDES FOR PROTECTION FOR EMPLOYEES FROM RETALIATION. ANY EMPLOYEE WHO IS DISCHARGED, DEMOTED, SUSPENDED, THREATENED, HARASSED, OR DISCRIMINATED AGAINST IN TERMS AND CONDITIONS OF EMPLOYMENT BECAUSE OF LAWFUL ACTS CONDUCTED IN FURTHERANCE OF AN ACTION UNDER THE FCA MAY BRING AN ACTION IN FEDERAL DISTRICT COURT SEEKING REINSTATEMENT, TWO TIMES THE AMOUNT OF BACK PAY PLUS INTEREST, AND OTHER ENUMERATED COSTS, DAMAGES, AND FEES. DOCUMENTATION RETENTION AND DESTRUCTION POLICY EACH ENTITY WITHIN THE LUTHERAN SERVICES FOR THE AGING, INC. & AFFILIATES GROUP WILL ENSURE THAT RECORDS ARE RETAINED FOR THE REQUIRED TIME PERIODS ESTABLISHED BY STATE LAWS, FEDERAL REGULATIONS, AND PAYOR REQUIREMENTS TO MEET THE NEEDS OF LEGITIMATE USERS. AT THE END OF THE RETENTION PERIOD, EACH ENTITY WILL ENSURE THAT DESTRUCTION OF RECORDS IS PERFORMED ACCORDING TO SPECIFIC PROCEDURE AND AUTHORIZATION WITH APPROPRIATE SUPERVISION OF DESTRUCTION. THE PROPER METHOD OF DESTRUCTION FOR ANY PAPER RECORD IS BY SHREDDING OR INCINERATION ONLY. PRIOR TO THE DESTRUCTION OF ANY FACILITY RECORDS, WHETHER ORIGINAL OR COMPUTER MEDIA, A CHECK WILL BE MADE TO ENSURE THE RETENTION PERIOD HAS EXPIRED AS DEFINED BY STATE LAWS AND FACILITY POLICIES. ANY RECORDS IN OPEN INVESTIGATION, AUDIT, OR LITIGATION WILL NOT BE DESTROYED. FOR FACILITIES USING ELECTRONIC MEDICAL RECORDS, RECORDS WILL BE STORED IN THE SYSTEM INDEFINITELY AND THE DESTRUCTION PROCESS WILL NOT APPLY. |
| FORM 990, PART VII - ADDITIONAL INFORMATION | PART VII, SECTION A - COLUMN (B) HOURS FOR RELATED ORGANIZATIONS BOARD MEMBERS AND OFFICERS DEVOTE TIME TO ALL ENTITIES WITHIN THE CONTROL GROUP. |
| Form 990, Part XII, Line 2c: | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN HOME - HICKORY WEST INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457410 | NURSING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LFS REAL PROPERTIES INC | ||||||||||
| PO BOX 2369 | SALISBURY | NC | 28145 | 581820383 | REAL ESTATE | NC | 501(c)(2) | LFS | 0 | |
| LSA ELMS AT TANGLEWOOD INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 263735637 | ASSIST LVG | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LSA ELMS PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 263739962 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN RETIREMENT CENTER - SALISBURY | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 561540214 | ASSIST LVG | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LSA PHARMACY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457251 | PHARMACY | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LSA MANAGEMENT INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457236 | MANAGEMENT | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME - FORSYTH COUNTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 263328029 | NURSING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME AT TRINITY OAKS INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457824 | NURSING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME - ALBEMARLE INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457298 | NURSING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME - WILMINGTON INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 260158686 | NURSING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME - WINSTON-SALEM INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 561500212 | NURSING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME ALBEMARLE PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457273 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME AT TRINITY OAKS PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457796 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME - HICKORY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457341 | NURSING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME FORSYTH COUNTY PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 461188488 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME HICKORY PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457319 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME HICKORY WEST PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 205304712 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME WILMINGTON PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 260158745 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN HOME WINSTON-SALEM PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 205304794 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN RETIREMENT CENTER - LUTHERIDGE | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 581823983 | ASSIST LVG | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN RETIREMENT CENTER - WILMINGTON | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 561500308 | INDEP. LVG | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN SERVICES FOR THE AGING FOUNDATION INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 561681723 | FOUNDATION | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LUTHERAN SERVICES FOR THE AGING INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 560752160 | PARENT ORG | NC | 501(c)(3) | Line 9 | NC SYNOD OF ECLA | 0 |
| LUTHERAN SERVICES PROPERTY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 203895886 | LEASING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| LSA THERAPY INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 461886488 | THERAPY | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| TRINITY AT HOME INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 464838098 | NURSING | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| MOUNTAIN RIDGE GROUP HOME INC | ||||||||||
| PO BOX 2369 | SALISBURY | NC | 28145 | 581782084 | GROUP HOME | NC | 501(c)(3) | Line 7 | LFS | Yes (1) |
| WHITTECAR HOME INC | ||||||||||
| PO BOX 2369 | SALISBURY | NC | 28145 | 581940152 | GROUP HOME | NC | 501(c)(3) | Line 7 | LFS | Yes (1) |
| ABUNDANT LIVING ADULT DAY SERVICES | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 561884652 | ADULT DAY | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| TRINITY GUARDIAN SERVICES INC | ||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 474406015 | INACTIVE | NC | 501(c)(3) | Line 9 | LSA INC | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |