2013-05-14T15:24:05-05:00 2012-06-30 381357951 PLANTE & MORAN PLLC 65 EAST STATE ST STE 600 COLUMBUS OH 43215 990 2011-07-01 340835584 THE GOOD SHEPHERD HOME FOR THE AGED INC GOOD 6142285200 500 W WILSON BRIDGE RD NO 245 WORTHINGTON OH 43085 NELS HENDRICKSON 6142285200 2013-05-14 1 BERNIE OSTROWSKI P00366367 6148493000 2011 2016-02-24 21:20:13Z LARRY CROWELL 500 W WILSON BRIDGE RD NO 245 WORTHINGTON OH 43085 8837227 0 X LSSCO.ORG X 1956 OH TO PROVIDE HEALTHCARE, INDEPENDENT AND AFFORDABLE HOUSING FOR THE ELDERLY, TRANSITIONAL SHELTERS FOR THE HOMELESS, KITCHENS, FOOD PANTRIES, AND DISASTER RESPONSE AID FOR RESIDENTS OF OHIO. 17 17 169 1498 0 0 175000 355000 8852831 8455807 163 105 27490 26315 9055484 8837227 0 0 0 0 4667141 4926139 0 0 0 3966047 4017806 8633188 8943945 422296 -106718 8084933 8054733 3778025 3850819 4306908 4203914 TO PROVIDE HEALTHCARE, INDEPENDENT AND AFFORDABLE HOUSING FOR THE ELDERLY, TRANSITIONAL SHELTERS FOR THE HOMELESS, KITCHENS, FOOD PANTRIES, AND DISASTER RESPONSE AID FOR RESIDENTS OF OHIO. 0 0 8325318 0 8482122 THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTHCARE AND RESIDENTIAL LIVING TO THE ELDERLY OF THE COMMUNITY. 8325318 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 30 0 1 169 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X PHIL HELSER 6142285200 500 W WILSON BRIDGE RD STE 245 WORTHINGTON OH 43085 DAN BAILEY 1.00 X X 0 0 0 KIMBERLY K ZAVISLAK 1.00 X X 0 0 0 REV DR JAMES E WILSON JR 1.00 X X 0 0 0 BECKY SUTHERLAND CORNETT PHD 1.00 X X 0 0 0 LEONARD S GENDERS 1.00 X 0 0 0 DR JAMES L GINTER 1.00 X 0 0 0 TIMOTHY G GLASSER 1.00 X X 0 0 0 THEODORE J HILL 1.00 X X 0 0 0 REV AARON LAYNE 1.00 X 0 0 0 REV JOHN C DAVIDSON 1.00 X X 0 0 0 JOHN GULDIG 1.00 X 0 0 0 REV WILLIAM MCKEE 1.00 X 0 0 0 RONALD SEIFFERT 1.00 X 0 0 0 ROBERT R SLAVEN 1.00 X X 0 0 0 GARY L PRACHAR 1.00 X 0 0 0 SCOTT YOUNG 1.00 X 0 0 0 ERIKA JONES 1.00 X 0 0 0 DOUG TIETZ 1.00 X X 0 0 0 REV LARRY A CROWELL 1.00 X 0 205276 8196 PHIL HELSER 1.00 X 0 106575 17001 0 311851 25197 0 0 1 0 ENDURACARE TMI INC PO BOX 53064 PHOENIX AZ 85072 THERAPY SERVICES 556989 SELECT REHABILITATION INC 550 FRONTAGE ROAD SUITE 2415 NORTHFIELD IL 60093 THERAPY SERVICES 453447 SKILLED CARE PHARMACY PO BOX 65 HAMILTON OH 45012 MEDICAL SUPPLIES 203146 SYSCO FOOD SERVICES PO BOX 94570 CLEVELAND OH 44101 FOOD & BEVERAGE SERVICES 199539 PHARMED CORPORATION 24340 WESTLAKE OH 44145 MEDICAL SUPPLIES 164201 5 355000 355000 RESIDENT SERVICES 623000 8455807 8455807 8455807 105 105 PURCHASE DISCOUNTS 900099 8294 8294 WELLNESS PROGRAM 900099 7458 7458 BEAUTY BARBER INCOME 900099 3331 3331 7232 7232 26315 8837227 8482122 0 105 3842672 3470664 372008 25082 25082 778054 744294 33760 280331 245581 34750 4112 2303 1809 3966 2211 1755 1301456 1283898 17558 36802 36802 1076412 1035335 41077 3567 3567 304824 257718 47106 4740 4472 268 13335 12049 1286 189589 182385 7204 340895 305931 34964 101821 101821 FRANCHISE TAXES 517279 517279 BAD DEBT EXPENSE 76891 76891 TRAINING & STAFF AWARDS 30225 30225 DUES & SUBSCRIPTIONS 8716 8716 3176 3176 8943945 8325318 618627 0 83865 24767 4069460 4004472 28897 32315 5123 19400 10814351 7507321 3229986 3307030 145964 137682 521638 529067 8084933 8054733 643266 785672 3095000 2995000 39759 70147 3778025 3850819 X 4306908 4203914 4306908 4203914 8084933 8054733 X -106718 3724 X X 0 1 1 X 1 1 X 344129 150632 361115 175000 355000 1385876 9070934 9169134 9204778 8880321 8482122 44807289 9415063 9319766 9565893 9055321 8837122 46193165 0 0 0 46193165 24262 4168 426 163 105 29124 24262 4168 426 163 105 29124 9439325 9323934 9566319 9055484 8837227 46222289 0.99940 0.99840 0.00060 0.00160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54902 54902 9153541 6502226 2651315 168271 104708 63563 1437637 900387 537250 3307030 ESCROW AND WORKERS' COMP DEPOSITS 1000 RESIDENT FUNDS 34560 BOND FUND (PRINCIPAL AND INTEREST) 52526 REPLACEMENT RESERVE 150008 DEBT SERVICE RESERVE 290973 529067 SECURITY DEPOSITS LIABILITY 70147 70147 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2009. 0 0 0 0 0 0 0 0 0 REV LARRY A CROWELL 0 205276 0 0 0 0 0 0 0 8196 0 213472 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 3: THE ORGANIZATION'S CEO IS COMPENSATED BY A RELATED ORGANIZATION. HIS PERFORMANCE IS EVALUATED ANNUALLY BY OTHER MANAGEMENT AS WELL AS THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAKES COMPENSATION RECOMMENDATIONS THAT ARE APPROVED BY THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION HAS THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE ORGANIZATION HAS THE RIGHT TO APPROVE OR RATIFY THE DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY OUR OUTSIDE AUDITING FIRM AND SUBMITTED TO THE ACCOUNTING MANAGER AND CFO FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND MANAGEMENT STAFF ANNUALLY REVIEW AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY SITUATIONS OF POTENTIAL CONFLICT OF INTEREST. AT NEW-HIRE ORIENTATION, ALL PERSONNEL ACKNOWLEDGE THAT THEY UNDERSTAND THE CONFLICT OF INTEREST POLICY. THE COMPLIANCE OFFICER MONITORS FOR POTENTIAL CONFLICTS OF INTEREST AND AT LEAST ANNUALLY UPDATES ALL DISCLOSURES. RESTRICTIONS IMPOSED, SUCH AS PARTICIPATION RIGHTS, ARE BASED ON THE TYPE OF CONFLICT THAT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL PERFORMANCE EVALUATION IS PREPARED FOR EACH MANAGEMENT OFFICIAL. THE TOP MANAGEMENT OFFICIAL IS EVALUATED BY THE REST OF MANAGEMENT AS WELL AS THE BOARD OF DIRECTORS THROUGH ITS EXECUTIVE COMMITTEE. THE FULL BOARD APPROVES THE RECOMMENDATIONS OF THE EXECUTIVE COMMITTEE. THE TOP MANAGEMENT OFFICIAL EVALUATES REMAINING MANAGEMENT. SALARY SURVEYS ARE REFERENCED AS APPROPRIATE TO ESTABLISH COMPENSATION, WITH CONSIDERATION OF THE SIZE, GEOGRAPHIC REACH, COMPLEXITY, AND BREADTH OF SERVICES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND FORM 990 ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO INTERESTED INDIVIDUALS AND CORPORATIONS UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: OTHER CHANGES IN RESTRICTED NET ASSETS 3,724. TOTAL TO FORM 990, PART XI, LINE 5: 3,724. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO, THE PARENT ORGANIZATION, OVERSEES THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. THIS PROCESS WAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII: THE OFFICERS LISTED PRIMARILY SPEND TIME WITH THE PARENT ORGANIZATION, LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO. AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 40. LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 500 W WILSON BRIDGE ROAD STE 245 WORTHINGTON OH 43085 314412586 HOUSING OH 501(C)(3) LINE 1 N/A 0 GOOD SHEPHERD FOUNDATION 500 W WILSON BRIDGE ROAD STE 245 WORTHINGTON OH 43085 341590049 INVESTMENTS OH 501(C)(3) LINE 11A, I LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 ASHLAND ASSISTED LIVING INC 330 DAVIS ROAD ASHLAND OH 44805 341908342 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 KENSINGTON PLACE INC 1001 PARKVIEW BLVD COLUMBUS OH 43219 311311288 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 FAITH MISSION INC 315 E LONG STREET COLUMBUS OH 43215 310809759 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 CENTERBURG HOUSING INC 164 WEST HOUCK STREET CENTERBURG OH 43011 311579303 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 DELAWARE HOUSING INC 2178 BRUCE ROAD DELAWARE OH 43105 311399590 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 GROVE CITY HOUSING INC 4301 STONER DRIVE GROVE CITY OH 43123 311367737 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 GROVEWOOD II HOUSING INC 4301 STONER DRIVE GROVE CITY OH 43123 311488730 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 GROVEPORT HOUSING INC 283 GREEN AVENUE GROVEPORT OH 43125 311450961 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 HAMILTON HOUSING INC 3565 CLIME ROAD COLUMBUS OH 43228 311367736 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 LANCASTER HOUSING INC 963 PRESTIGE BLVD LANCASTER OH 43130 311320304 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 LANSING HOUSING INC 54385 NATIONAL ROAD BRIDGEPORT OH 43912 311320303 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 LITTLE BROOK HOUSING INC 5911 LITTLE BROOK WAY COLUMBUS OH 43232 311488733 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 MANSFIELD HOUSING INC 1665 EXECUTIVE COURT MANSFIELD OH 44907 311642747 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 PLEASANT VIEW HOUSING INC 1690 CHARTWELL STREET LANCASTER OH 43130 311717116 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 MARION PLACE I HOUSING INC 1401 WELLNESS ROAD MARION OH 43302 300151342 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 MARION PLACE II HOUSING INC 1401 WELLNESS ROAD MARION OH 43302 300151099 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 NORTH COMMUNITY HOUSING 120 MORSE ROAD COLUMBUS OH 43214 300245617 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 MANSFIELD HOUSING II INC 1680 EXECUTIVE COURT MANSFIELD OH 44907 203208737 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 VILLAGE HOUSING INC 1489 OCTOBER RIDGE COURT COLUMBUS OH 43223 311488740 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 SULLIVANT HOUSING INC 383 INAH AVENUE COLUMBUS OH 43228 300060654 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 TUBMAN TOWERS 17 JOHNSON AVENUE SPRINGFIELD OH 45506 200282722 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 LUTHERAN HOUSING SERVICES OF HOWLAND 3880 NORTH RIVER ROAD WARREN OH 44484 300263695 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 GOOD SHEPHERD VILLA INC 726 CENTER STREET ASHLAND OH 44805 272836988 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 MARION PLACE III HOUSING INC 1401 WELLNESS ROAD MARION OH 43302 274533938 HOUSING OH 501(C)(3) LINE 9 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO O 219137 ALLOCATION OF COSTS THE GOOD SHEPHERD FOUNDATION C 355000 TRANSFER LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO R 598174 ACCRUAL LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO N 696002 ALLOCATED EMPLOYEE COSTS