2023-11-09T17:15:36-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-07-01 363304707 LUTHERAN SERVICES IN AMERICA INCORPORATED LUTH 8006643848 100 MARYLAND AVENUE NE 500 WASHINGTON DC 20002 ALESIA FRERICHS PRESIDENT & CEO 8006643848 2023-11-09 1 ALESIA FRERICHS 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2023-11-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALESIA FRERICHS 100 MARYLAND AVENUE NE 500 WASHINGTON DC 20002 5639455 0 X WWW.LUTHERANSERVICES.ORG X 1984 MD PROVIDE SERVICE TO OVER 300 LUTHERAN HEALTH & SOCIAL SERVICES AGENCIES - SEE PART III, LINE 1. 12 12 17 18 0 0 6019706 4968342 291377 452653 113948 75935 6852 5790 6431883 5502720 1385556 2661611 0 0 1703458 1984101 0 0 259597 1422408 1703188 4511422 6348900 1920461 -846180 9473369 8731547 1139048 941675 8334321 7789872 X LUTHERAN SERVICES IN AMERICA INCORPORATED (LSA) CHAMPIONS LUTHERAN SOCIAL MINISTRY BY BUILDING VALUABLE CONNECTIONS, AMPLIFYING OUR VOICES AND EMPOWERING OUR MEMBERS IN THEIR MISSION TO ANSWER GOD'S CALL TO LOVE AND SERVE OUR NEIGHBOR. 0 0 4608451 2661611 266492 CREATING MEMBER SOLUTIONSLUTHERAN SERVICES IN AMERICA CULTIVATES CARING COMMUNITIES THAT ADVANCE HEALTH AND OPPORTUNITY FOR ALL. WE CONVENE OUR NETWORK MEMBERS AND ENGAGE PARTNERS IN PROGRAMS THAT CATALYZE INNOVATION AND SUSTAIN AND EXPAND OUR NETWORK'S IMPACT BY:-CREATING LEARNING COLLABORATIVES TO BRING TOGETHER MEMBERS WITH SHARED CHALLENGES AND OPPORTUNITIES TO CRAFT INNOVATIVE SOLUTIONS THAT IMPROVE OUTCOMES FOR CHILDREN, YOUTH AND FAMILIES; PEOPLE WITH DISABILITIES; OLDER ADULTS AND OTHERS.(CONTINUED ON SCHEDULE O)-ESTABLISHING NATIONAL PARTNERSHIPS TO BRING RESOURCES AND EXPERTISE TO TACKLE MANY OF THE BIGGEST HEALTH AND HUMAN SERVICES CHALLENGES PEOPLE FACE TODAY FROM HELPING CHILDREN AND YOUTH GROW UP TO BE HEALTHY, SUCCESSFUL ADULTS TO ENABLING LOW-INCOME AND UNDERSERVED ADULTS TO AGE IN THEIR HOMES AND COMMUNITIES WITH DIGNITY, RESPECT AND INDEPENDENCE.-CREATING OPPORTUNITIES FOR PEER-TO-PEER AND NETWORK LEARNING INCLUDING CONFERENCES, VIRTUAL SEMINARS, WEBINARS AND GROUP PROJECTS ON PRESSING ISSUES.-STRENGTHENING, INFORMING AND EXPANDING FAITH-BASED CONNECTIONS NATIONWIDE.IMPACT:WE GROW NEW CAPABILITIES, DEVELOP SYNERGIES, AND PROVIDE FUNDING, SERVICE, GUIDANCE AND VALUABLE STRATEGIC PARTNERSHIP OPPORTUNITIES GEARED TOWARD IMPROVING THE LIVES OF THE ONE IN 50 PEOPLE IN AMERICA OUR NETWORK SERVES EACH YEAR. LUTHERAN SERVICES IN AMERICA PROGRAMS FOCUS ON RACIAL EQUITY WITH SPECIAL EMPHASIS ON ENSURING ALL CHILDREN IN THE U.S. LIVE IN SAFE, STABLE AND PERMANENT FAMILY HOMES. THIS HAS TRANSLATED INTO CREATING EQUITABLE OUTCOMES FOR MORE THAN 25,000 CHILDREN AND FAMILIES. PROGRAMS ALSO EMPHASIZE IMPROVING THE HEALTH AND QUALITY OF LIFE FOR LOW- INCOME AND UNDERSERVED OLDER ADULTS IN RURAL COMMUNITIES AND AFFORDABLE HOUSING. THIS WORK ADDRESSES GAPS IN SERVICES FOR THE GROWING NUMBER OF OLDER ADULTS BATTLING CHRONIC ILLNESS AND VARIOUS SOCIAL FACTORS THAT IMPACT THEIR HEALTH AND ABILITY TO AGE INDEPENDENTLY WITH DIGNITY AND RESPECT IN THEIR COMMUNITIES. 288828 1040 RAISING VISIBILITY FOR LUTHERAN SOCIAL MINISTRYLUTHERAN SERVICES IN AMERICA IS A NETWORK OF 300 HEALTH AND HUMAN SERVICE NONPROFITS, THAT EACH YEAR COLLECTIVELY SERVE ONE IN 50 PEOPLE ACROSS 1,400 COMMUNITIES IN THE UNITED STATES. BY TELLING A CLEAR AND COMPELLING STORY THROUGH A UNIFIED VOICE, WE RAISE THE PROFILE OF OUR NETWORK'S MISSION AND IMPACT. OUR EFFORTS INCLUDE:-SECURING AND CAPITALIZING ON PRINT, DIGITAL AND BROADCAST PRESS COVERAGE TO GROW THE VISIBILITY OF LUTHERAN SERVICES IN AMERICA NETWORK'S PROGRESS AND ACHIEVEMENTS.(CONTINUED ON SCHEDULE O)-CONSISTENTLY REFINING AND REFRESHING OUR PUBLIC-FACING MESSAGING AND OUTREACH STRATEGY TO BEST MEET THE PRIORITIES AND NEWS OF THE DAY.-PROACTIVELY CONNECTING OUR STORIES AND COMMUNICATION RESOURCES WITH NATIONAL AND REGIONAL ALLIES, STRATEGIC PARTNERS, INFLUENCERS AND TOP-TIER PRESS CONTACTS, AND BEING RECOGNIZED FOR OUR INNOVATIVE INITIATIVES IN RELEVANT DIGITAL NEWS OUTLETS, MAGAZINES, NEWSPAPERS, FEDERAL AGENCY WEBSITES AND PROMINENT NATIONAL INDUSTRY PUBLICATIONS. 308758 185121 LEADERSHIP DEVELOPMENT AND CONVENINGSLUTHERAN SERVICES IN AMERICA UNITES ONE OF THE LARGEST AND MOST BROAD-BASED NETWORKS OF HEALTH AND HUMAN SERVICES PROVIDERS IN THE UNITED STATES. BY BRINGING NETWORK MEMBERS TOGETHER AND WORKING COLLECTIVELY THROUGH EVENTS, PARTNERSHIPS AND INNOVATIVE PROGRAMS WE GROW OUR NETWORK LEADERS' INDIVIDUAL AND COLLECTIVE CAPACITY TO LEAD AND EFFECT CHANGE. EXAMPLES INCLUDE:-CEO SUMMIT: AN INTENSIVE THREE-DAY FORUM FOR CHIEF EXECUTIVE OFFICERS VIEWED AS THE INDUSTRY'S LEADING VOICES.(CONTINUED ON SCHEDULE O)-STRENGTH & SERVICE SERIES: AN ONGOING, INTERACTIVE, VIRTUAL GATHERING OF THE BEST MINDS IN OUR INDUSTRY, FOCUSED ON EXAMINING AND TACKLING THE CHALLENGES AND UNCERTAINTIES FACING COMMUNITIES ACROSS THE COUNTRY. -MISSION LEADERS: ONGOING COLLABORATIVE MEETINGS AND INFORMATION EXCHANGES FOCUSED ON ASSISTING MINISTRY LEADERS AND CLERGY WITHIN THE LUTHERAN SERVICES IN AMERICA NETWORK.-LUTHERAN SERVICES IN AMERICA DISABILITY NETWORK: A COLLABORATIVE OF MEMBER ORGANIZATIONS THAT COME TOGETHER TO IMPROVE THE QUALITY OF LIFE AND PROVIDE GREATER INDEPENDENCE FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.IMPACT:LUTHERAN SERVICES IN AMERICA CREATES VALUE FOR OUR NATIONAL NETWORK THROUGH EVENTS, CONFERENCES AND OTHER CONVENINGS, BOTH IN PERSON AND VIRTUALLY. WE ALSO FORM STRATEGIC PARTNERSHIPS AND KEY COLLABORATIONS WITH FOUNDATIONS, IN ACADEMIA AND WITH OTHER STAKEHOLDERS THAT COLLECTIVELY REACH NUMEROUS POPULATIONS AND COMMUNITIES. IN DOING SO, WE GROW THE CAPACITY OF OUR NETWORK'S MEMBER ORGANIZATIONS TO LEAD AND EFFECT CHANGE; CREATE DYNAMIC FORUMS FOR SHARING BEST PRACTICES; IDENTIFY SOLUTIONS TO DRIVE SUSTAINABILITY AND PERFORMANCE; FOSTER INNOVATION AND PROGRESS; AND PROVIDE THE FRAMEWORK FOR ACHIEVING EVEN GREATER POSITIVE IMPACT FOR THE MILLIONS OF PEOPLE OUR NETWORK SERVES. 223528 ADVOCACY AND PUBLIC POLICY:BY HARNESSING THE TRUST AND INFLUENCE THAT ARE HALLMARKS OF OUR NATIONAL NETWORK, LUTHERAN SERVICES IN AMERICA AMPLIFIES OUR UNIFIED, FAITH-BASED VOICE TO ADVANCE EQUITABLE OUTCOMES FOR PEOPLE AND COMMUNITIES IN THE U.S. WE ARE VIEWED AS A TRUSTED RESOURCE BY LEGISLATORS, AGENCY OFFICIALS AND THEIR TEAMS, AND AS A CRITICAL PARTNER WITH ALL LEVELS OF GOVERNMENT, HEALTH SYSTEMS AND REGULATORY DECISION MAKERS AS EVIDENCED BY OUR SUCCESSFUL AND CONTINUING EFFORTS IN MOBILIZING OUR NATIONAL NETWORK TO ACHIEVE DIRELY NEEDED EMERGENCY RELIEF FUNDING AND RESOURCES DURING THE PANDEMIC. WE WORK TO SHAPE AND PROMOTE LEGISLATION TIED TO OUR MEMBERS' PRIORITY ISSUES; INFORM INFLUENCERS OF OUR NETWORK'S POSITIONS AND SUPPORTIVE REASONING; AND DEVELOP TOOLS, RESOURCES AND TRAININGS THAT ADVANCE PUBLIC POLICIES SUPPORTING OUR NATIONAL NETWORK'S EFFORTS TO HELP ONE IN 50 PEOPLE IN AMERICA. WE ARE STRICTLY NONPARTISAN AND WORK THROUGH OUR ACTIVE ADVOCACY EFFORTS TO ENSURE ALL PEOPLE LIVE WITH DIGNITY, RESPECT AND INDEPENDENCE. 223528 5429565 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 17 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NC ND OH OK OR PA RI SC TN UT WA WV WI VA DC NM NY AR MO X X BOLA SODEINDE SENIOR DIRECTOR 2024995848 100 MARYLAND AVENUE NE 500 WASHINGTON DC 20002 MR DARRELL GORDON DIRECTOR; CHAIR 2.00 X X 0 0 0 MS COLLEEN FRANKENFIELD DIRECTOR; SECRETARY 1.00 X X 0 0 0 MS JANE ISAACS LOWE DIRECTOR; VICE CHAIRPERSON 1.00 X X 0 0 0 REV JEFFREY THIEMANN DIRECTOR; TREASURER 1.50 X X 0 0 0 DR ANTONIO OFTELIE DIRECTOR 1.00 X 0 0 0 MS KAREN HIMLE DIRECTOR 1.00 X 0 0 0 REV KEVIN D ROBSON DIRECTOR 1.00 X 0 0 0 DR KRISTEN GAY DIRECTOR 1.00 X 0 0 0 REV DR RAFAEL MALPICA PADILLA DIRECTOR (THRU 4/30/23) 1.00 X 0 0 0 MR DAVID DUEA DIRECTOR 1.00 X 0 0 0 CHARLOTTE HABERAECKER PRESIDENT/CEO 40.00 X 273134 0 9654 STANLEY BERMAN CFO 8.45 X 48000 0 0 ALESIA FRERICHS VP MEMBER ENGAGEMENT 40.00 X 170815 0 19638 WENDY BEACH VP EXTERNAL COMMUNICATIONS 40.00 X 150966 0 10604 DEBORAH HOESLY VP DEVELOPMENT 40.00 X 167884 0 5680 810799 0 45576 4 0 1 0 NATIONAL CENTER FOR INNOVATION & EXCELLE 2575 N COURTENAY PARKWAY STE 224 MERRIT ISLAND FL 32953 LICENSING, CONSULTING 232523 WITTKIEFFER INC 2015 SPRING ROAD SUITE 510 OAK BROOK IL 60523 EXECUTIVE SEARCH FIRM 105986 2 905157 4063185 4968342 EDUCATIONAL EVENTS 541900 267532 267532 CONSULTING AND SUPPORT SERVICES 541610 185121 185121 452653 104731 104731 5790 5790 107939 136735 -28796 -28796 -28796 5502720 452653 0 81725 X 2661611 2661611 834131 636277 117627 80227 922234 703481 130052 88701 22477 17145 3170 2162 82315 62790 11608 7917 122944 93783 17337 11824 12356 8725 3182 449 131764 93044 33928 4792 945170 667426 243373 34371 1095 802 284 9 36250 21680 12554 2016 84318 63342 15525 5451 116968 102209 1715 13044 133305 88176 40983 4146 161502 161502 333 60 252 21 2890 520 2190 180 11536 2077 8742 717 MEMBERSHIP & REGISTRATI 39486 28911 10250 325 HOSPITALITY & REPRESENT 19808 14503 5142 163 NONPAYROLL TAXES 1178 212 893 73 5229 1289 931 3009 6348900 5429565 659738 259597 1386662 130335 5447466 5831370 25450 8500 58417 151457 46482 29626 30226 2995 133397 27231 2306171 2505705 69324 47323 9473369 8731547 206082 408008 602535 350621 130459 119326 199972 63720 1139048 941675 X 4581733 4836698 3752588 2953174 8334321 7789872 9473369 8731547 -846180 301731 0 X 0 1 X 1 0 X 3279605 3878242 8323374 6019706 4968342 26469269 727579 319624 305465 291377 452653 2096698 4007184 4197866 8628839 6311083 5420995 28565967 1346391 1792281 2774188 4174000 2361500 12448360 88350 71553 47127 36517 75443 318990 1434741 1863834 2821315 4210517 2436943 12767350 15798617 54551 62005 121537 84237 110521 432851 54551 62005 121537 84237 110521 432851 4061735 4259871 8750376 6395320 5531516 28998818 0.54480 0.95980 0.01490 0.01430 X SCHEDULE A, PART III, SECTION C, LINE 15: 2021 PUBLIC SUPPORT PERCENTAGE FROM 2021: DURING TAX YEAR 2022, A MAJOR FUNDER WAS DETERMINED TO BE A DISQUALIFIED PERSON FOR THE PURPOSES OF THE PUBLIC SUPPORT TEST. HAD THIS FUNDER BEEN SO CLASSIFIED IN 2021, THE PUBLIC SUPPORT PERCENTAGE FOR THAT TAX YEAR WOULD HAVE BEEN 56.52%. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 5429565 5429565 421478 105370 0 0 330372 366007 375571 421478 1493428 2240142 4101 1362 1159 6622 82593 91502 93893 105370 373358 560037 1642 1642 0 1 X 2995 2995 0 27231 27231 27231 DEFERRED COMPENSATION LIABILITIES 47323 OPERATING LEASE LIABILITIES 16397 63720 X 5804451 301731 301731 5502720 0 5502720 6348900 0 6348900 0 6348900 PART IV, LINE 2B: THE ORGANIZATION FACILITATES COLLABORATION AMONG ITS MEMBERS FOR THE PURPOSE OF ADVANCING THE MINISTRIES OF THE MEMBERS. THE COLLABORATIVE GROUPS ARE CALLED NETWORKS. THE ORGANIZATION PROVIDES FISCAL AGENT SERVICES FOR SOME OF THESE NETWORKS, WHICH ARE REFERRED TO AS MANAGED NETWORKS IN THE FINANCIAL STATEMENTS. CASH HELD FOR MANAGED NETWORKS AND THE RELATED DEPOSIT LIABILITY WAS $119,326 AND $130,459 AT JUNE 30, 2023 AND 2022, RESPECTIVELY. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER THE ACCOUNTING CODIFICATION GUIDANCE. 1 LUTHERAN SOCIAL SERVICES OF SOUTH DAKOTA 705 EAST 41ST STREET SUITE 200 SIOUX FALLS SD 57105 460224731 501(C)(3) 533891 0 N/A N/A IMPROVING THE LIVES OF UNDERSERVED FAMILIES IN CRISIS LUTHERAN SOCIAL SERVICES OF SOUTH DAKOTA 705 EAST 41ST STREET SUITE 200 SIOUX FALLS SD 57105 460224731 501(C)(3) 245042 0 N/A N/A IMPROVING THE LIVES OF SENIORS IN RURAL COMMUNITIES MISSOURI SLOPE LUTHERAN CARE CENTER 4916 N WASHINGTON ST BISMARCK ND 58503 450279210 501(C)(3) 105018 0 N/A N/A IMPROVING THE LIVES OF SENIORS IN RURAL COMMUNITIES AK CHILD & FAMILY 4600 ABBOTT RD ANCHORAGE AK 99507 920038588 501(C)(3) 485640 0 N/A N/A IMPROVING THE LIVES OF UNDERSERVED FAMILIES IN CRISIS ST JOHN'S LUTHERAN MINISTRIES INC 3940 RIMROCK RD BILLINGS MT 59102 810288768 501(C)(3) 245042 0 N/A N/A IMPROVING THE LIVES OF SENIORS IN RURAL COMMUNITIES ST JOHN'S LUTHERAN MINISTRIES INC 3940 RIMROCK RD BILLINGS MT 59102 810288768 501(C)(3) 393644 0 N/A N/A IMPROVING THE LIVES OF UNDERSERVED FAMILIES IN CRISIS LUTHERAN SOCIAL SERVICE OF MINNESOTA 2485 COMO AVENUE ST PAUL MN 55108 410872993 501(C)(3) 245042 0 N/A N/A IMPROVING THE LIVES OF SENIORS IN RURAL COMMUNITIES IMMANUEL LUTHERAN COMMUNITIES 185 CRESTLINE AVE KALISPELL MT 59901 810247700 501(C)(3) 245042 0 N/A N/A IMPROVING THE LIVES OF SENIORS IN RURAL COMMUNITIES FAMILY HEALTH CENTERS AT NYU LANGONE 5800 THIRD AVENUE 2ND FLOOR BROOKLYN NY 11220 202508411 501(C)(3) 91250 0 N/A N/A IMPROVING THE LIVES OF SENIORS IN BROOKLYN, NY THE LUTHERAN CARE NETWORK 700 WHITE PLAINS ROAD SUITE 377 SCARSDALE NY 10583 112896230 501(C)(3) 55000 0 N/A N/A IMPROVING THE LIVES OF SENIORS IN BROOKLYN, NY GRACEWORKS LUTHERAN SERVICES 6430 INNER MISSION WAY DAYTON OH 45459 310540159 501(C)(3) 17000 0 N/A N/A IMPROVING THE LIVES OF SENIORS IN AFFORDABLE HOUSING 11 0 PART I, LINE 2: AS PROVIDED WITHIN THE SUB-GRANT AGREEMENTS, WORK IS PERFORMED IN ACCORDANCE WITH A WORKPLAN DEVELOPED AT THE START OF THE GRANT. LSA RECEIVES MONTHLY FINANCIAL AND NONFINANCIAL REPORTING OF PROGRESS FROM EACH, WITH MORE FORMAL REPORTING QUARTERLY AND ANNUALLY. X X X 0 0 0 0 0 0 0 0 0 CHARLOTTE HABERAECKER PRESIDENT/CEO 273134 0 0 0 0 0 8194 0 1460 0 282788 0 0 0 ALESIA FRERICHS VP MEMBER ENGAGEMENT 170815 0 0 0 0 0 5565 0 14073 0 190453 0 0 0 DEBORAH HOESLY VP DEVELOPMENT 167884 0 0 0 0 0 5037 0 643 0 173564 0 0 0 WENDY BEACH VP EXTERNAL COMMUNICATIONS 150966 0 0 0 0 0 0 0 10604 0 161570 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LSA HAS CLASS A AND CLASS B MEMBERS. EACH CLASS A MEMBER SHALL BE REPRESENTED BY ONE (1) INDIVIDUAL WHO SHALL BE ITS REPRESENTATIVE AND SHALL VOTE ON ITS BEHALF. THE REPRESENTATIVE SHALL BE THE CLASS A MEMBER'S CHIEF STAFF EXECUTIVE OR THE CHIEF STAFF EXECUTIVE'S DULY APPOINTED REPRESENTATIVE. EACH REPRESENTATIVE OF A CLASS A MEMBER SHALL HAVE ONE (1) VOTE ON ANY MATTER PRESENTED TO THE MEMBERS FOR A VOTE. THE CLASS A MEMBERS SHALL BE REQUIRED TO PAY DUES IN ORDER TO BE CLASS A MEMBERS OF THE CORPORATION. EACH CLASS B MEMBER SHALL APPOINT ONE (1) INDIVIDUAL WHO SHALL BE ITS REPRESENTATIVE AND SHALL VOTE ON ITS BEHALF. EACH REPRESENTATIVE OF A CLASS B MEMBER SHALL HAVE ONE (1) VOTE ON ANY MATTER PRESENTED TO THE MEMBERS FOR A VOTE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE COMPOSED OF NOT LESS THAN 10 NOR MORE THAN 13 TOTAL BOARD MEMBERS. FROM 4 TO 6 MEMBERS ARE ELECTED BY THE CLASS A MEMBERS, EACH OF THE TWO CHURCH BODIES APPOINTS 1 MEMBER, AND 4 TO 6 ARE ELECTED BY THE OTHER MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B ONCE THE BUDGET HAS BEEN APPROVED IN WRITING BY THE CLASS B MEMBERS OF THE ORGANIZATION, BY A SUPERMAJORITY OF AT LEAST 80%, THE BOARD OF DIRECTORS RECOMMENDS THE BUDGET FOR APPROVAL BY THE MEMBERS ATTENDING THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY DIRECTOR AND EVERY EMPLOYEE COMPLETES THE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. POTENTIAL CONFLICTS ARE EVALUATED AND RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS RECOMMENDED BY THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. IN 2019, AN INDEPENDENT COMPENSATION CONSULTANT COMPLETED A REVIEW OF THE CEO'S COMPENSATION PACKAGE. COMPENSATION FOR OTHER EMPLOYEES IS DETERMINED AND/OR APPROVED BY THE CEO WITHIN THE CONFINES OF A PERSONNEL BUDGET APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS FOR OTHER EMPLOYEES LAST TOOK PLACE IN 2019. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. FINANCIAL STATEMENTS AND WHISTLEBLOWER POLICY ARE POSTED ON THE WEBSITE, WWW.LUTHERANSERVICES.ORG. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 667,426. MANAGEMENT AND GENERAL EXPENSES 243,373. FUNDRAISING EXPENSES 34,371. TOTAL EXPENSES 945,170. FORM 990, SCHEDULE A, PART III, SECTION C, LINE 15: DURING TAX YEAR 2022, A MAJOR FUNDER WAS DETERMINED TO BE A DISQUALIFIED PERSON FOR THE PURPOSES OF THE PUBLIC SUPPORT TEST. HAD THIS FUNDER BEEN SO CLASSIFIED IN 2021, THE PUBLIC SUPPORT PERCENTAGE FOR THAT TAX YEAR WOULD HAVE BEEN 56.52%.