2023-05-15T12:03:54-05:00 2022-12-31 FORVIS LLP 111 E Wayne St Suite 600 Fort Wayne IN 46802 990 2022-01-01 350868124 LUTHERAN SOCIAL SERVICES INC % SHAWNA SQUIBB LUTH 2604263347 333 EAST LEWIS STREET FORT WAYNE IN 46802 SHAWNA SQUIBB CFAO 2604263347 2023-05-15 true ANGELA MOELLERING 999009999 Lauren R Denton P01571860 2604604000 2 2022 2023-04-26 12:10:37Z ANGELA MOELLERING 333 EAST LEWIS STREET FORT WAYNE IN 46802 7742673 false X WWW.LSSIN.ORG X 1951 IN TO EXPRESS THE LOVE OF JESUS CHRIST FOR ALL PEOPLE THROUGH SERVICES THAT EMPOWER INDIVIDUALS AND FAMILIES TO MOVE TOWARD SOCIAL, EMOTIONAL, AND SPIRITUAL WHOLENESS. 10 10 103 83 0 0 3881365 3743410 1355083 1546419 75806 73081 0 0 5312254 5362910 375015 330965 0 0 3287437 3670526 0 0 241705 1177762 1333822 4840214 5335313 472040 27597 7480169 7287662 311129 630419 7169040 6657243 X TO PROMOTE THE OVERALL HEALTH OF OUR COMMUNITY, LSSI FOCUSES ON EQUIPPING WILLING FAMILIES FACING THE MOST CHALLENGING OBSTACLES WITH THE SKILLS NECESSARY TO MAKE POSITIVE LIFE CHOICES AS EVIDENCED BY ADVANCEMENT TOWARD ECONOMIC AND FAMILY STABILITY. false false 1545498 16656 71824 THE CHILD CARE PROGRAM, KNOWN AS CHILDREN'S VILLAGE EARLY LEARNING CENTER, SERVES CHILDREN AGES SIX WEEKS TO SIX YEARS OLD FROM LOW INCOME FAMILIES WHOSE PARENTS ATTEND SCHOOL OR ARE EMPLOYED AND ARE WORKING TOWARD GREATER SELF-SUFFICIENCY. THE CENTER IS LOCATED ON THE CAMPUS OF LUTHERAN LIFE VILLAGES IN FORT WAYNE, INDIANA, AND PROVIDES DAILY INTERGENERATIONAL ACTIVITIES THAT BENEFIT BOTH THE SENIORS AND CHILDREN. DURING 2022, 112 CHILDREN WERE SERVED THROUGH THIS PROGRAM. 97366 66465 450414 THROUGH A PARTNERSHIP WITH SCAN, THE ORGANIZATION'S COMMUNITY PARTNERS PROGRAMS OFFER IN-HOME CASE MANAGEMENT SERVICES THAT ASSIST FAMILIES TO SET AND ATTAIN GOALS IN AREAS FROM HOUSING STABILIZATION AND EMPLOYMENT TO FAMILY-MANAGEMENT AND PARENTING SKILLS. THIS PROGRAM SERVED 1,649 INDIVIDUALS IN 2022. 481218 6023 48894 LSSI (LASTING STABILITY AND SUCCESS FOR INDIVIDUALS) WORKS IS A WORKFORCE INTIATIVE PROVIDING PARTICPANTS PERSONAL AND PROFESSIONAL SKILL DEVELOPMENT TO HELP THEM OBTAIN FULL TIME CAREER PATH EMPLOYMENT. THIS IS DONE THROUGH A SIMULATED WORKPLACE ENVIRONMENT WITH INTENTIONAL COMMUNITY BUILDING, AND FOCUS ON REDUCING THE PARTICPANT'S PERSONAL BARRIERS TO EMPLOYMENT. FOLLOWING THE INITIAL SKILL DEVELOPMENT, PARTICIPANTS CONTINUE TO LEARN PROFESSIONAL SKILLS AND IDENTIFY THEIR PASSIONS. ONCE EMPLOYED IN A SUSTAINABLE POSITION, LSSI WORKS STAFF PROVIDE SUPPORT FOR AN ENTIRE CALENDAR YEAR, TO HELP ENSURE LONG-TERM SUCCESS. THIS PROGRAM SERVED 137 INDIVIDUALS IN 2022. 2220637 241821 1546419 THE CUP OF KINDNESS PROGRAM PROVIDES FAMILIES SUPPORTIVE SERVICES SUCH AS CASE MANAGEMENT, FINANCIAL EDUCATION AND EMPOWERMENT, AND DIRECT FINANCIAL ASSISTANCE WITH THE GOAL OF HELPING THEM MOVE TOWARD FINANCIAL STABILITY. WE UTILIZE A HOLISTIC APPROACH WITH INDIVIDUALS AND FAMILIES TO IDENTIFY BARRIERS TO LONG-TERM SELF-SUFFICIENCY. WE COMBINE CRISIS-BASED FINANCIAL ASSISTANCE WITH ONGOING SERVICES TO PROVIDE ACCOUNTABILITY AND SKILL DEVELOPMENT FOR FAMILIES. THIS PROGRAM SERVED 1,521 CLIENTS IN 2022. 2220637 241821 1546419 4344719 true true false false false false false false false false true false false true true true true false false false false false false false false false false false true true false false false false false false false false false false false false true false false false false true 12 0 103 true false false false false false true true false false false false false false X 10 10 false false false false true true false true true false false true true true true true true true true false IN X X X SHAWNA SQUIBB 2604263347 333 EAST LEWIS STREET FORT WAYNE IN 46802 ANGELA MOELLERING PRESIDENT AND CEO 50.0 0.0 X 173167 0 9703 SHAWNA SQUIBB CFO 50.0 0.0 X 111616 0 24547 JENNIFER FRAIZER COO 50.0 0.0 X 113810 0 16693 LEE MCALLISTER CHAIRPERSON (LEFT 5/22) 3.0 0.0 X X 0 0 0 NANCY BERNING CHAIRPERSON (BEGAN 5/22) 2.0 0.0 X X 0 0 0 RICH BIENZ BEGAN 522 VICE-CHAIRPERSON, TRESURER 3.0 0.0 X X 0 0 0 STEVE GILBERT DIRECTOR (LEFT 5/22) 2.0 0.0 X 0 0 0 LAURA GOFF DIRECTOR 2.0 0.0 X 0 0 0 KEVIN MORSE DIRECTOR 2.0 0.0 X 0 0 0 DOUG SCHWARTZ SECRETARY 2.0 0.0 X X 0 0 0 REV DR JOHN STUBE DIRECTOR (LEFT 5/22) 2.0 0.0 X 0 0 0 MEREDITH TOURNEY DIRECTOR 2.0 0.0 X 0 0 0 REBECCA AHLERSMEYER DIRECTOR (BEGAN 5/22) 2.0 0.0 X 0 0 0 DANIEL MAY DIRECTOR (BEGAN 5/22) 2.0 0.0 X 0 0 0 PASTOR MIKE WAKELAND DIRECTOR (BEGAN 11/22) 2.0 0.0 X 0 0 0 BETH NIETER DIRECTOR (BEGAN 11/22) 2.0 0.0 X 0 0 0 398593 0 50943 3 false true false 0 142269 1493924 2107217 3743410 NETWORK FOR SAFE FAMILIES 624100 774986 774986 CHILD CARE FEES 624410 71824 71824 ECHO 624100 66465 66465 CLINICAL SERVICES & BALANCE WORKS 624100 287942 287942 RECOVERY CARE TEAM 624100 337601 337601 7601 7601 1546419 72805 72805 0 0 0 0 0 2380039 2379763 276 276 276 0 0 0 0 0 0 0 0 0 0 5362910 1546419 73081 0 330965 330965 0 0 313373 266367 47006 0 2664880 2265148 266488 133244 61707 52451 6171 3085 421029 357875 42103 21051 209537 178106 20954 10477 0 51394 51394 40655 40655 0 0 17380 17380 21893 20798 657 438 35281 31753 3528 197255 187392 5918 3945 136738 129901 4102 2735 0 328051 311648 9842 6561 76313 72498 2289 1526 0 31690 31690 0 0 129646 123164 3889 2593 0 INDIVIDUAL PROGRAM COSTS 136177 136177 BANK FEES 21629 20547 649 433 EQUIPMENT MAINTENANCE 13436 12764 403 269 DUES AND SUBSCRIPTIONS 15007 12756 1501 750 81277 69086 8127 4064 5335313 4344719 748889 241705 500575 964908 0 0 1497674 1155000 266912 343735 0 0 0 0 0 0 0 0 85357 104734 2374055 1454558 999115 919497 3440816 2784853 0 0 0 0 0 0 689720 1014935 7480169 7287662 311129 308674 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 321745 311129 630419 X 4902524 4721807 2266516 1935436 7169040 6657243 7480169 7287662 X 27597 -551414 12020 X X false true X true false X 2370783 2453226 3740169 3881365 3743410 16188953 0 0 2370783 2453226 3740169 3881365 3743410 16188953 1050707 15138246 104518 91748 82605 64234 72805 415910 0 17840 10178 0 0 0 28018 16632881 6321669 0.91014 0.72666 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97244 97244 406699 406699 0 955846 430249 565597 870942 617610 253332 3324 3324 919497 BENE. INT. IN PERPETUAL TRUSTS 701740 ROU ASSET- OPERATING LEASE 313195 1014935 0 LEASE LIABILITY 321745 321745 4853620 -551414 60000 -491414 5345034 17876 17876 5362910 5378657 60000 60000 5318657 16656 16656 5335313 PART X - ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XI LINE 4B SCHOLARSHIP RECLASS $16,656 CHANGE IN VALUE OF PERPETUAL TRUST $ 1,220 TOTAL $17,876 PART XII LINE 4B SCHOLARSHIP RECLASS $16,656 true RENT 140 85437 UTILITIES 141 18776 TRANSPORTATION 96 4710 OTHER 1309 27374 SCHEDULE I, PART I, LINE 2 THE SELECTION PROCESS USED TO DETERMINE WHO RECEIVES FUNDS AND HOW MUCH ARE BASED ON AN INDIVIDUAL BASIS. HOWEVER, EVERY INDIVIDUAL OR FAMILY THAT RECEIVES FUNDS HAS EXPERIENCED ISSUES THAT HAVE CREATED A NEED FOR OUR HELP. THESE INCLUDE THINGS LIKE FINANCIAL ABUSE IN RELATIONSHIPS, DOMESTIC VIOLENCE THAT PROHIBITS THEM FROM MAKING ENDS MEET OR TO ESCAPE THE ABUSE, LONG TERM DEBT ISSUES, LOSS OF JOB OR REDUCTIONS IN HOURS, THE INABILITY TO MAKE A LIVABLE WAGE, OR BARRIERS WITH PHYSICAL AND MENTAL DISABILITIES. LSSI MEETS WITH THE INDIVIDUALS OR FAMILIES ONE-ON-ONE WEEKLY FOR FINANCIAL MENTORING, PRAYER AND SUPPORT WHILE GOING THROUGH WORKBOOK PROGRAMS AND EXAMINING BUDGETS, CREDIT REPORTS AND HELPING TO DEVELOP A SAVINGS HABIT. WE ALSO LINK THEM TO COMMUNITY RESOURCES SUCH AS EMPLOYMENT, CHILDCARE, AND HEALTH CARE WITH THE ULTIMATE GOAL TO HELP THEM HAVE LONG-TERM INDEPENDENT FINANCIAL STABILITY. X X X X false false false false false false false false false ANGELA MOELLERING PRESIDENT AND CEO 172393 0 0 0 774 0 6249 0 3454 0 182870 0 FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICE ACCOMPLISHMENTS THE ORGANIZATION'S TEEN PARENTING SERVICES (KNOWN AS EDUCATION CREATES HOPE AND OPPORTUNITY, OR ECHO) USES A CASE MANAGEMENT MODEL TO ASSIST TEEN PARENTS TO COMPLETE HIGH SCHOOL AND DEVELOP POST-HIGH SCHOOL GOALS. ADDITIONALLY, ECHO HELPS PREPARE STUDENTS FOR ENTRANCE INTO A POST SECONDARY EDUCATION PROGRAM SO THEY CAN WORK TOWARD A LIVEABLE WAGE WITH A CERTIFICATE OR ASSOCIATES OR BACHELOR'S DEGREE. THIS PROGRAM HAS CONSISTENTLY ACHIEVED A GRADUATION RATE ABOVE 95%, WHILE NATIONALLY ONLY 40% OF TEEN PARENTS GRADUATED. THIS PROGRAM SERVED 83 CLIENTS IN 2022. THE ORGANIZATION'S FINANCIAL LITERACY PROGRAM OFFERS CLIENTS AN OPPORTUNITY TO UNDERSTAND AND BETTER MANAGE THEIR FINANCES AS THEY MAKE STEPS TO CREATE A MORE STABLE FINANCIAL FUTURE FOR THEMSELVES AND THEIR FAMILIES. CLIENTS HAVE THE OPPORTUNITY TO ATTEND LESSONS THAT COVER TOPICS RANGING FROM BUDGETING AND EXPENSE TRACKING TO MANAGING CREDIT CARDS AND BECOMING AN INFORMED CONSUMER. EACH LESSON CAN STAND ALONE OR BE TAKEN IN A SERIES. FINANCIAL LITERACY CURRICULUM IS BUILT INTO EVERY PROGRAM THAT THE ORGANIZATION OFFERS. THE FAMILY AND CHILD SERVICES PROGRAM IS THE RESULT OF A CONTRACT WITH THE DEPARTMENT OF CHILD SERVICES TO PROVIDE FAMILY PRESERVATION SERVICES IN ALLEN AND SURROUNDING COUNTIES. THE ORGANIZATION WORKS IN CONJUNCTION WITH OTHER LOCSERVICE PROVIDERS TO OFFER HOME-BASED, FAMILY CENTERED SERVICES. THE GOAL IS TO HELP FAMILIES MEET NECESSARY GOALS THROUGH A STRENGTH-FOCUSED MODEL AND ACHIEVE FAMILY REUNIFICATION. ADDITIONAL SERVICE PROVIDED TO ASSIST AND SUPPORT PARENTS BY TEACHING AND DEMONSTRATING PROPER PARENTING AND HOMEMAKING FUNCTIONS. THIS PROGRAM SERVED 147 CLIENTS IN 2022. THE GEAR-UP PROGRAM PROVIDES FAMILIES WITH THE NECESSARY SAFETY ITEMS (PACK-NPLAY, OUTLET COVERS, BABY LOCKS, BABY GATES, HELMETS, LIFE JACKETS, ETC.) TO ENSURE THAT THEIR HOME IS A SAFE PLACE FOR THEIR CHILDREN. IN ADDITION, LSSI EMPLOYEES HELP WITH THE INSTALLATION OF THE SAFETY MATERIALS AND PROVIDE EDUCATION/TRAINING ON THE SAFETY TOPICS IDENTIFIED BY THE FAMILY. THIS PROGRAM SERVED 938 INDIVIDUALS DURING 2022. THE ORGANIZATION'S BALANCE WORKS PROGRAM IS NORTHEAST INDIANA'S FAITH-BASED MENTAL-HEALTH PROVIDER OFFERING PROVEN INTEGRATED MIND-BODYSPIRIT THERAPY FOR CHILDREN AND ADULTS. THE PROGRAM EMPOWERS INDIVIDUALS TO OVERCOME BARRIERS, CONQUER TRAUMATIC EXPERIENCES, AND LIVE LIFE FREELY. THE PROGRAM OFFERS TARGETED HELP WITH A BROAD NETWORK OF SUPPORT. BALANCE WORKS PROVIDES SEVERAL DIFFERENT OFFICE-BASED THERAPY SERVICES FOR INDIVIDUALS, COUPLES, AND FAMILIES. THE PROGRAM USES EYE MOVEMENT DESENSITIZATION AND REPROCESSING (EMDR) TO HELP LIVE IN THE PRESENT AND FREES FROM THE PAST. BALANCE WORKS USES TOOLS SUCH AS THE ADULT/ADOLESCENT PARENTING INVENTORY (AAPI) AND THE NURTURING PARENTING CURRICULUM. BOTH OF THESE ARE UTILIZED TO HELP FAMILIES RAISE CHILDREN AND ADOLESCENTS IN A WARM, TRUSTING, AND CARING HOUSEHOLD. THIS WILL HELP CHILDREN WHO ARE CARED FOR DEVELOP RESILIENCY AND ARE BETTER PREPARED FOR ADULTHOOD. This program served 126 individuals during 2022. THE ORGANIZATION'S RECOVERY CARE SERVICES ARE DESIGNED TO MEET THE NEEDS OF AN INDIVIDUAL WITH SUBSTANCE USE DISORDER WHO HAS BEEN THROUGH INITIAL TREATMENT. RECOVERY CARE PARTICIPANTS ARE AT THE STAGE IN THEIR RECOVERY WHERE THEY ARE INTEGRATING IT INTO EVERY-DAY LIFE. THE RECOVERY CARE TEAM CAN OFFER ADVOCACY AND RESOURCE REFERRAL, BEHAVIORAL HEALTH SERVICES, EMPLOYMENT SERVICES, FINANCIAL STABILITY SERVICES AND AFTER-CARE AND FOLLOW UP FOR THOSE IN RECOVERY AS WELL AS ASSISTING FAMILY MEMBERS OF THOSE IN RECOVERY. THIS PROGRAM SERVED 69 INDIVIDUALS DURING 2022. THE ORGANIZATION'S PERSISTANCE PAYS OFF SERVES INDIVIDUAL COLLEGE STUDENTS CURRENTLY ENROLLED AND ATTENDING IVY TECH FORT WAYNE COMMUNITY COLLEGE AND PURDUE FORT WAYNE UNIVERSITY THAT NEED SUPPORTIVE SERVICES TO ADDRESS AND IDENTIFY BARRIERS TO THEIR EDUCATIONAL GOAL. THIS PROGRAMMED SERVED 75 INDIVIDUALS DURING 2022. FORM 990, PART VI, SECTION A, LINE 6 A MEMBER OF THE CORPORATION SHALL HAVE THE QUALIFICATIONS SET FORTH IN THE BYLAWS AND THE ARTICLES OF INCORPORATION. A MEMBER SHALL BE A CHURCH CONGREGATION LEGALLY RECOGNIZED NONPROFIT, 501(C)(3), CORPORATION ORGANIZED IN THE STATE OF INDIANA. THE CONGREGATION MUST BE ORGANIZED AND OPERATED PURSUANT TO THE TENETS OF AT LEAST ONE OF THE FOLLOWING: EVANGELICAL LUTHERAN CHURCH IN AMERICA, LUTHERAN CHURCH-MISSOURI SYNOD, OR NORTH AMERICAN LUTHERAN CHURCH. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE CORPORATION SHALL ABIDE BY THE ARTICLES OF INCORPORATION AND THE BYLAWS OF THE CORPORATION AND ALL OTHER RULES AND REGULATIONS ADOPTED BY THE BOARD OF DIRECTORS. EVERY MEMBER IS ALLOCATED A CERTAIN NUMBER OF DELEGATES WHO HAVE THE AUTHORITY TO VOTE ON BEHALF OF ITS MEMBER ON ANY MATTER THAT COMES BEFORE A MEMBER'S MEETING. AN ANNUAL MEETING OF THE MEMBERS IS HELD EACH YEAR FOR THE PURPOSE OF ELECTING DIRECTORS AND FOR THE TRANSACTION OF SUCH BUSINESS AS MAY COME BEFORE THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE CFAO WILL REVIEW BEFORE PRESENTING TO THE FINANCE AND SUSTAINABILITY COMMITTEE MEMBERS TO REVIEW AND APPROVE, THEN IT IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND EMPLOYEES HAVE AN OBLIGATION TO AVOID CONFLICTS OF INTEREST, OR THE APPEARANCE OF CONFLICTS, BETWEEN THEIR PERSONAL INTERESTS AND THOSE OF THE ORGANIZATION IN DEALING WITH OUTSIDE ENTITIES OR INDIVIDUALS. THEY MUST DISCLOSE REAL AND APPARENT CONFLICTS OF INTEREEST TO THE BOARD OF DIRECTORS AND REFRAIN FROM PARTICIPATION IN ANY DECISIONS ON MATTERS THAT INVOLVE A REAL CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT. THE ORGANIZATION HAS AN ANNUAL PROCESS WHERE THE ACCOUNTING MANAGER PREPARES A LIST OF VENDORS AND IT IS SHARED WITH ALL ALONG WITH AN ATTESTATION FORM. EACH BOARD DIRECTOR AND ALL STAFF MUST REVIEW AND SIGN ANNUALLY. ANY CONFLICTS DISCLOSED BY STAFF ARE REVIEWED BY CEO, ANY CONFLICTS DISCLOSED BY SENIOR STAFF OR BOARD ARE REVIEWED BY BOARD OF DIRECTORS. FAILURE TO REPORT OR COMPLY WITH THE STANDARDS WILL RESULT IN DISCIPLINARY ACTION THAT MAY INCLUDE TERMINATION, REFERRAL FOR CRIMINAL PROSECUTION AND REIMBURSEMET TO THE ORGANIZATION OR TO THE GOVERNMENT FOR ANY LOSS OR DAMAGE RESULTING FROM THE VIOLATION. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION PROCESS FOR TOP OFFICIAL LUTHERAN SOCIAL SERVICES SURVEYS LOCAL NON-FOR-PROFITS FOR COMPENSATION TRENDS. THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. A REVIEW OF THE CEO'S COMPENSATION WAS CONDUCTED IN 2022 BY THE BOARD'S CHAIRMAN. A REVIEW OF THE OFFICER'S COMPENSATION WAS CONDUCTED IN 2022 BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE, GUIDESTAR AND UPON REQUEST. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST $13,240 CHANGE IN VALUE OF PERPETUAL TRUST $(1,220) TOTAL $12,020 WORKS CONNECT LLC 333 EAST LEWIS STREET FORT WAYNE IN 46802 823046532 EMP. AGENCY IN LSSI