2023-10-25T15:12:36-05:00 2022-12-31 111986323 MARCUM LLP 9 PARKWAY NORTH SUITE 200 DEERFIELD IL 60015 990 2022-01-01 871604169 LORENZO'S HOUSE LORE 7732947735 1415 WEST FOSTER AVENUE CHICAGO IL 60640 DIANA SHULLA COSE FOUNDER & EXECUTIVE DIRECTOR 7732947735 2023-10-25 1 DIANA SHULLA COSE 999009999 0 ARIANA N JORDAN P01441395 8472826300 2023-10-16 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DIANA SHULLA COSE 1415 WEST FOSTER AVENUE CHICAGO IL 60640 1191134 0 X LORENZOSHOUSE.ORG X 2021 IL LORENZO'S HOUSE EMPOWERS YOUNG PEOPLE AND THEIR FAMILIES WALKING WITH YOUNGER-ONSET DEMENTIA THROUGH AN ARRAY OF HOLISTIC SUPPORTSHIFTING THE NARRATIVE FROM ISOLATION TO CONNECTION, STIGMA TO STRENGTH AND DARKNESS TO LIGHT. 5 4 2 45 0 0 192650 689138 0 0 0 -21625 0 0 192650 667513 0 0 0 0 175221 219753 0 0 39058 123337 297635 298558 517388 -105908 150125 937 149283 106845 63305 -105908 85978 X LORENZO'S HOUSE EMPOWERS YOUNG PEOPLE AND THEIR FAMILIES WALKING WITH YOUNGER-ONSET DEMENTIA THROUGH AN ARRAY OF HOLISTIC SUPPORT-SHIFTING THE NARRATIVE FROM ISOLATION TO CONNECTION, STIGMA TO STRENGTH AND DARKNESS TO LIGHT. 0 0 432509 YOUTH INITIATIVES SHIFTS THE NARRATIVE AND CONNECTS YOUNG PEOPLE OF A PARENT LIVING WITH YOUNGER-ONSET DEMENTIA, ENSURING WE WALK THIS JOURNEY UNITED AND NEVER ALONE. THROUGH OUR ANNUAL YOUTH SUMMIT, BI-MONTHLY LIGHT CLUB SESSIONS, AND MORE. WE ARE GROWING AN ALLIANCE OF EMPOWERED YOUNG CARERS. HEALING SPACES SHIFTS THE NARRATIVE AND CONNECTS CAREPARTNERS OF A LOVED ONE WITH YOUNGER-ONSET DEMENTIA ENSURING WE WALK THIS JOURNEY UNITED AND NEVER ALONE. THROUGH OUR BRIGHT BRUNCH AND LIGHT LOUNGE SESSIONS AND MORE, WE ARE GROWING AN ALLIANCE OF EMPOWERED YOUNGER FAMILIES WALKING WITH DEMENTIA. CONNECTIONS IS A PROVEN PEER-TO-PEER MATCH MODEL DESIGNED FOR FAMILIES WHO HAVE A LOVED ONE LIVING WITH YOUNGER-ONSET DEMENTIA. OUR COMMUNITY NETWORK PROVIDES A PERSONALIZED MATCH FOR BOTH CAREPARTNERS AND YOUTH OFFERING A ONE-ON-ONE CONNECTION WITH SOMEONE WHO UNDERSTANDS. 432509 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 IL X DIANA SHULLA COSE 7732947735 1415 WEST FOSTER AVENUE CHICAGO IL 60640 DIANA SHULLA COSE FOUNDER & EXECUTIVE DIRECTOR 40.00 X X 143373 0 7232 WILLIAM LOWE VICE CHAIRPERSON 1.00 X X 0 0 0 JENNIFER WALKER SECRETARY - UNTIL 04/2022 1.00 X X 0 0 0 LESLIE KNIGHT TREASURER 1.00 X X 0 0 0 JONNY IMERMAN TRUSTEE 1.00 X 0 0 0 TESSA MCEWEN TRUSTEE 1.00 X 0 0 0 MARC WORTMAN TRUSTEE - UNTIL 09/2022 1.00 X 0 0 0 143373 0 7232 1 0 1 0 0 689138 501996 689138 501996 523621 -21625 -21625 -21625 667513 -21625 0 0 X 150605 121930 7169 21506 54581 43665 2729 8187 2424 493 483 1448 12143 9714 607 1822 24000 24000 229860 222544 1962 5354 2959 2959 12796 12157 639 1448 1376 72 3665 3665 G&A 22907 20630 1536 741 517388 432509 45821 39058 148722 561 937 937 149283 26013 11633 80832 51672 106845 63305 X -105908 85978 -105908 85978 937 149283 150125 41761 0 X 0 1 X 0 0 X 192650 689138 881788 192650 689138 881788 608816 272972 881788 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 51672 51672 X 667513 0 667513 0 667513 517388 0 517388 0 517388 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THEREFORE, THE ORGANIZATION HAS MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 DIANA SHULLA COSE FOUNDER & EXECUTIVE DIRECTOR 140861 0 0 0 2512 0 0 0 7232 0 150605 0 0 0 X 1 501996 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT MAY ACT ON BEHALF OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY AN EXTERNAL INDEPENDENT CPA, THEN REVIEWED BY THE CEO. PRIOR TO FILING, A COPY IS PROVIDED TO EACH BOARD MEMBER FOR THEIR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE IS REGULARLY REVIEWED, ONCE A YEAR, AT A MEETING OF THE BOARD OF DIRECTORS. THE REVIEW COVERS ALL MEMBERS OF THE BOARD. SHOULD A CONFLICT EXIST, THAT BOARD MEMBER IS RESTRICTED FROM VOTING ON ANY SPECIFIC MATTERS RELATED TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A CONSISTENT WITH ITS INITIAL FISCAL AGENT, CMSS, LORENZO'S HOUSE WILL SEAT A COMPENSATION COMMITTEE, CONSISTING OF SPECIFIC BOARD OF DIRECTOR MEMBERS, AND ESTABLISH A COMPENSATION PROCESS WHICH INCLUDES A REVIEW OF ALL STAFF MEMBERS OF THE ORGANIZATION WHO ARE AT A CERTAIN LEVEL OR HIGHER. THEIR REVIEW WILL TAKE PLACE ON AN ANNUAL BASIS. THE PROCESS WILL INCLUDE THE EXECUTIVE DIRECTOR, AND OTHER KEY EMPLOYEES OF OUR ORGANIZATION. THE SPECIFICS ARE AS FOLLOWS: 1. THE COMMITTEE SHALL DETERMINE WHICH EMPLOYEES MEET THE CRITERIA OF DISQUALIFIED EMPLOYEES. 2. FOR EACH DISQUALIFIED EMPLOYEE, THEIR BASE SALARY IS COMPARED TO THE 50TH PERCENTILE FOR THEIR RESPECTIVE POSITION ON THE LEADINGAGE ANNUAL SALARY SURVEY. LORENZO'S HOUSE WILL ENDEAVOR TO PAY AT THE 50TH PERCENTILE FOR OUR REGION. 3. THE BENEFIT PACKAGE IS COMPARED TO THE INDUSTRY AVERAGE TO BE SURE WE ARE COMPETITIVE AND CONSISTENT WITH THE MARKETPLACE. 4. A BONUS PLAN IS DEVELOPED FOR EMPLOYEES AT THE VICE PRESIDENT LEVEL AND ABOVE WHEREIN BOTH CORPORATE AND INDIVIDUAL GOALS ARE ESTABLISHED. THE COMMITTEE ENSURES THAT THE GOALS ARE BOTH RELEVANT AND MEASURABLE. 5. THE TOTAL COMPENSATION (BASE PLUS BONUS) IS INTENDED TO APPROXIMATE THE 75TH PERCENTILE FROM LEADINGAGE SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES OF THE DOCUMENTS, UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 222,544. MANAGEMENT AND GENERAL EXPENSES 1,962. FUNDRAISING EXPENSES 5,354. TOTAL EXPENSES 229,860.