2025-08-11T12:38:06-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-10-01 411976959 PARTNERS IN COMMUNITY SUPPORTS INC PART 6519675060 1605 EUSTIS STREET ST PAUL MN 55108 TAUSEEF JOE KHAWAJA SVP OF FINANCE AND OPERATIONS 6519692347 2025-08-11 1 1 KIMBERLY ANDERSON P00188889 6086628600 2025-07-30 2023 2025-03-06 01:10:19Z ALISSA DOTT 1605 EUSTIS STREET ST PAUL MN 55108 83935449 0 X WWW.PICSWEB.ORG X 2000 MN TO PROVIDE SERVICES AND SUPPORT TO PEOPLE WITH DISABILITIES AND OLDER ADULTS. 5 0 3395 0 0 0 55738 0 71320182 83918905 26 1109 13011 15435 71388957 83935449 0 0 0 0 58643212 70689894 0 0 0 7177292 7399405 65820504 78089299 5568453 5846150 32283992 38509685 1623109 2002652 30660883 36507033 THE ORGANIZATION FUNCTIONS PRIMARILY AS A FISCAL SUPPORT ENTITY THAT OFFERS A RANGE OF CONSUMER DIRECTED COMMUNITY SUPPORTS FOR INDIVIDUALS WITH DISABILITIES, THE ELDERLY, PEOPLE AFFECTED BY BRAIN INJURY AND THEIR FAMILIES. 0 0 77542823 0 83918905 PICS (PARTNERS IN COMMUNITY SUPPORTS) IS A FINANCIAL MANAGEMENT SERVICES (FMS) THAT OFFERS FINANCIAL AND TECHNICAL SUPPORT FOR INDIVIDUALS AND FAMILIES WHO CHOOSE TO DESIGN THEIR OWN SUPPORT STRUCTURES AND REMAIN IN THEIR OWN HOMES AND COMMUNITIES. LAST YEAR ALMOST 2,300 PARTICIPANTS AND THEIR 3,336 WORKERS WERE SERVED BY PICS. 77542823 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 1 291 0 1 3395 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X TAUSEEF (JOE) KHAWAJA 6519692347 1605 EUSTIS STREET ST PAUL MN 55108 MAUREEN WARREN SR. VP SERVICE 5.00 40.00 X X 0 272900 42842 TAUSEEF KHAWAJA SR. VP FINANCE AND OPERATIONS 2.00 41.00 X X 0 217111 41455 ALEXIS OBERDORFER SR. VP SERVICE 5.00 40.00 X X 0 189992 13456 MIATA GETAWEH VP OF HUMAN RESOURCES 2.00 40.00 X X 0 146990 29173 TORY MERHAR AVP OF OLDER ADULTS (THROUGH OCT) 10.00 35.00 X X 0 160758 46730 ALISSA DOTT AVP COMM BASED SUPPORTS 10.00 35.00 X X 0 119928 41339 PATRICK THUESON PRESIDENT 2.00 41.00 X 0 396411 56542 ALAINA ERIKSEN SR DIRECTOR PICS 40.00 0.00 X 0 105181 22186 0 1609271 293723 0 0 1 0 0 SERVICE REVENUES 624100 83917720 83917720 CLIENT FEES 624100 1185 1185 83918905 1109 1109 MISCELLANEOUS INCOME 900099 15435 15435 15435 83935449 83918905 0 16544 65603465 65267386 336079 80884 66695 14189 2934290 2898517 35773 2071255 2037224 34031 8740 1284 7456 44837 44472 365 56034 50288 5746 158841 150817 8024 40576 34188 6388 320032 281894 38138 92634 74931 17703 16633 11544 5089 63270 41098 22172 1768 1768 17363 14634 2729 CLIENT EXPENSES 6679956 6679899 57 VOLUNTEER EXPENSES 1486 1486 -102765 -112048 9283 78089299 77542823 546476 0 28728402 31465973 2526383 5876677 0 8117 1110058 980347 0 129711 1029207 1029207 32283992 38509685 1623109 2002652 1623109 2002652 X 30660883 36507033 30660883 36507033 32283992 38509685 5846150 0 X 0 1 X 1 1 1 X 55738 55738 51878481 59173649 64411972 71320182 83918905 330703189 51878481 59173649 64411972 71375920 83918905 330758927 0 0 0 330758927 479 1292 784 26 1109 3690 479 1292 784 26 1109 3690 2973 5468 34777 13011 15435 71664 51881933 59180409 64447533 71388957 83935449 330834281 0.99980 0.99980 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 2,973. 2020 AMOUNT: $ 5,468. 2021 AMOUNT: $ 34,777. 2022 AMOUNT: $ 13,011. 2023 AMOUNT: $ 15,435. 19809 19809 0 960538 960538 0 129711 129711 129711 X PART X, LINE 2: THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS A PUBLIC CHARITY UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY THE DONORS ARE TAX DEDUCTIBLE. THE ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 0 0 0 0 0 0 0 0 0 PATRICK THUESON PRESIDENT 0 344162 0 0 0 52249 0 11789 0 44753 0 452953 0 0 MAUREEN WARREN SR. VP SERVICE 0 261004 0 2000 0 9896 0 8835 0 34007 0 315742 0 0 TAUSEEF KHAWAJA SR. VP FINANCE AND OPERATIONS 0 216013 0 0 0 1098 0 2106 0 39349 0 258566 0 0 TORY MERHAR AVP OF OLDER ADULTS (THROUGH OCT) 0 152258 0 0 0 8500 0 6311 0 40419 0 207488 0 0 ALEXIS OBERDORFER SR. VP SERVICE 0 181563 0 0 0 8429 0 6569 0 6887 0 203448 0 0 MIATA GETAWEH VP OF HUMAN RESOURCES 0 146688 0 0 0 302 0 5416 0 23757 0 176163 0 0 ALISSA DOTT AVP COMM BASED SUPPORTS 0 118708 0 0 0 1220 0 4930 0 36409 0 161267 0 0 PART I, LINE 3 LUTHERAN SOCIAL SERVICE OF MINNESOTA BOARD OF DIRECTORS CONTRACTS WITH AN INDEPENDENT CONSULTANT ON A BIANNUAL BASIS FOR MANAGEMENT CONSULTING SERVICES RELATED TO EXECUTIVE COMPENSATION. EVERY TWO YEARS, A COMPLETE MARKET ANALYSIS IS CONDUCTED USING VARIOUS MARKET SURVEYS AND RECOMMENDATIONS PROVIDED TO THE BOARD BY THE CONSULTANT. IN THE YEAR THAT A FULL STUDY IS NOT CONDUCTED THE CONSULTANT PROVIDES ADVICE AND GUIDENCE BASED ON CURRENT DATA AND TRENDS IN THAT YEAR. THIS INFORMATION IS PRESENTED TO ALL BOARD MEMBERS FOR REVIEW. THE BOARD USES THIS INFORMATION IN CONJUNCTION WITH THE PRESIDENT'S PERFORMANCE REVIEW PROCESS AND THE ORGANIZATION'S SALARY ADMINISTRATION PROGRAM, TO DETERMINETHE APPROPRIATE SALARY ACTIONS. THE BOARD DOCUMENTS THE PRESIDENT'S PERFORMANCE REVIEW AND ITS APPROVAL OF ANY SALARY ACTION IS DOCUMENTED IN THE BOARD'S MINUTES. FORM 990, PART VI, SECTION A, LINE 2 PATRICK THUESON HAS A BUSINESS RELATIONSHIP WITH ALL THE BOARD MEMBERS. THEY ARE ALL EMPLOYED AT LUTHERAN SOCIAL SERVICES OF MINNESOTA WHERE PATRICK THUESON IS THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS LUTHERAN SOCIAL SERVICE OF MINNESOTA. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE APPOINTED BY THE SOLE MEMBER OF THE ORGANIZATION, LUTHERAN SOCIAL SERVICE OF MINNESOTA. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT RECEIVING APPROVAL FROM THE SOLE MEMBER: (1) AMENDMENTS OF THE GOVERNING DOCUMENTS; (2) MERGER OR CONSOLIDATION WITH ANY OTHER ORGANIZATION; (3) VOLUNTARY DISSOLUTION; (4) SELL, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL PROPERTY AND ASSETS; (5) ESTABLISH THE NUMBER OF DIRECTORS, APPOINT THE BOARD OF DIRECTORS, OR REMOVE DIRECTORS AT ANY TIME, WITH OR WITHOUT CAUSE; (6) PURCHASE OR ACQUIRE SUBSTANTIALLY ALL OF THE ASSETS OF ANOTHER ENTITY; AND (7) SUBSTANTIALLY CHANGE THE PRESENT OR INTENDED NATURE OF THE ORGANIZATION'S ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE STAFF OF LUTHERAN SOCIAL SERVICE OF MINNESOTA AND FORWARDED TO THE BOARD MEMBERS FOR THEIR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C NO MEMBER OF THE BOARD OF DIRECTORS SHALL HOLD ANY DIRECT OR INDIRECT FINANCIAL INTEREST IN THE ASSETS, LEASES, BUSINESS TRANSACTIONS OR PROFESSIONAL SERVICES OF THE ORGANIZATION. EXCEPTIONS TO THIS POLICY MAY BE MADE BY THE BOARD OF DIRECTORS PURSUANT TO THE FOLLOWING REQUIREMENTS: (1) SHOULD ANY MEMBER OF THE BOARD OF DIRECTORS OR ANY INDIVIDUAL WHO SERVES ON A COMMITTEE OF THE BOARD BE INVOLVED IN ANY WAY, DIRECTLY OR INDIRECTLY, IN A BUSINESS OR FINANCIAL TRANSACTION PERTAINING TO THE ORGANIZATION (OTHER THAN EMPLOYMENT COMPENSATION PAID BY LUTHERAN SOCIAL SERVICE OF MINNESOTA), THAT PERSON SHALL MAKE KNOWN SUCH INVOLVEMENT TO THE BOARD BY PROVIDING FULL DISCLOSURE OF ALL INFORMATION RELEVANT TO THAT INVOLVEMENT; (2) UPON NOTICE BY THE INDIVIDUAL OF A BUSINESS OR FINANCIAL TRANSACTION PERTAINING TO THE ORGANIZATION, THE EXECUTIVE COMMITTEE SHALL CONSIDER SUCH INVOLVEMENT AND MAKE AN APPROPRIATE DECISION PERTAINING THERETO; AND (3) THE BOARD OR COMMITTEE MEMBER SHALL NOT PARTICIPATE IN ANY WAY WITH RESPECT TO THE DECISION AS TO SUCH MATTERS NOR SHALL THAT PERSON PARTICIPATE IN ANY VOTE TAKEN WITH RESPECT TO SUCH TRANSACTION. THE ORGANIZATION HOLDS THE REASONABLE EXPECTATION THAT EMPLOYEES AND THE ORGANIZATION WILL, AT ALL TIMES, BE GUIDED BY HONESTY, GOOD SENSE AND HIGH ETHICAL STANDARDS. THE ORGANIZATION EXPECTS EMPLOYEES TO HAVE A DUTY OF LOYALTY TO THE ORGANIZATION AND TO AVOID ANY CONFLICT OF INTEREST, AS OUTLINED BELOW, BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION: (1) EMPLOYEES MAY NOT USE THEIR POSITION TO MAKE A PERSONAL PROFIT OR GAIN OTHER PERSONAL ADVANTAGES; (2) SHOULD ANY EMPLOYEE BE INVOLVED IN ANY WAY, DIRECTLY OR INDIRECTLY, IN A BUSINESS OR FINANCIAL TRANSACTION PERTAINING TO THE ORGANIZATION, THAT PERSON SHALL MAKE KNOWN SUCH INVOLVEMENT TO MANAGEMENT BY PROVIDING FULL DISCLOSURE OF ALL INFORMATION RELEVANT TO THAT INVOLVEMENT; (3) SENIOR MANAGEMENT, VICE PRESIDENTS AND THE PRESIDENT ARE REQUIRED BY THE BOARD OF DIRECTORS TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WHICH WILL BE MAINTAINED IN THE PERSONNEL FILES; (4) IF A MEMBER OF THE SENIOR MANAGEMENT TEAM, INCLUDING VICE PRESIDENTS AND THE PRESIDENT, HAS OR POTENTIALLY HAS SOME INVOLVEMENT IN A MATTER/ACTION THAT MAY BE A CONFLICT OF INTEREST, THAT INDIVIDUAL WILL EXCLUDE THEMSELVES FROM THE REVIEW AND DETERMINATION PROCESS OF THE MATTER. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS NOR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. 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