2026-05-01T15:13:15-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-07-01 363752044 ROCKFORD LUTHERAN SCHOOLS FOUNDATION ROCK 8158779551 3411 N ALPINE ROAD ROCKFORD IL 61114 DR ALAN RUNGE HEAD OF SCHOOL 8158779551 2026-04-30 1 1 KRISTEN DONLEVY P01670215 4144761880 2026-04-23 2024 2025-03-06 01:10:19Z JOHN WICHMANN 3411 N ALPINE ROAD ROCKFORD IL 61114 224477 0 X WWW.ROCKFORDLUTHERAN.ORG X 1989 IL TO DEVELOP RESOURCES TO PROVIDE FOR CURRENT AND FUTURE BENEFIT OF LUTHERAN HIGH SCHOOL ASSOCIATION OF THE GREATER ROCKFORD AREA IN PROVIDING A CHRISTIAN ENVIRONMENT FOR MINISTRY, EDUCATION, FELLOWSHIP AND RELATED ACTIVITIES. 7 7 0 7 0 0 29227 6360 0 0 85725 83092 3716 0 118668 89452 91179 82208 0 0 0 0 0 0 0 29241 22086 120420 104294 -1752 -14842 1845258 1939536 6320 0 1838938 1939536 TO DEVELOP RESOURCES TO PROVIDE FOR CURRENT AND FUTURE BENEFIT OF LUTHERAN HIGH SCHOOL ASSOCIATION OF THE GREATER ROCKFORD AREA, INC. 0 0 82208 82208 0 DEVELOP RESOURCES TO PROVIDE FOR CURRENT AND FUTURE BENEFIT OF LUTHERAN HIGH SCHOOL ASSOCIATION OF THE GREATER ROCKFORD AREA, INC. IN PROVIDING A CHRISTIAN ENVIRONMENT FOR MINISTRY, EDUCATION, FELLOWSHIP AND RELATED ACTIVITIES 82208 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X KYLE HANSON 2623072055 10427 W LINCOLN AVE SUITE 1200 WEST ALLIS WI 53227 X JOHN WICHMANN PRESIDENT 2.00 0.00 X X 0 0 0 JOHN PENNEY VICE PRESIDENT 2.00 0.00 X X 0 0 0 KEITH AKRE TREASURER 2.00 0.00 X X 0 0 0 TIM FREIBERG SECRETARY 2.00 0.00 X X 0 0 0 ALEX GOELLNER MEMBER 2.00 0.00 X 0 0 0 JEFF NELSON MEMBER 2.00 0.00 X 0 0 0 FABIAN SEYLLER MEMBER 2.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 6360 6360 46859 46859 171258 135025 36233 36233 36233 89452 0 0 83092 82208 82208 10980 10980 11106 11106 104294 82208 22086 0 35803 522931 5635 1000 1803820 1415605 1845258 1939536 6320 0 6320 0 X 427634 393165 1411304 1546371 1838938 1939536 1845258 1939536 -14842 115440 0 X 0 0 0 X X 1 LUTHERAN HIGH SCHOOL ASSOCIATION 366126103 2 1 82208 0 1 82208 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 1 1 PART IV, SECTION D, LINE 2: A CLOSE AND CONTINUOUS WORKING RELATIONSHIP IS MAINTAINED BETWEEN THE FOUNDATION (SUPPORTING ORGANIZATION) AND THE SCHOOL (SUPPORTED ORGANIZATION) WITH BRICE EVANS AS BOARD MEMBER ON FOUNDATION BOARD AND ALSO MEMBERS OF THE SCHOOL'S FINANCE COMMITTEE. ALSO KYLE HANSON, OUTSIDE CFO OF THE SCHOOL, AND DR. ALAN RUNGE, HEAD OF SCHOOL PARTICIPATE IN BOTH THE FOUNDATION AND SCHOOL'S BOARD MEETINGS. PART IV, SECTION D, LINE 3: THE SCHOOL (SUPPORTED ORGANIZATION) HAS A VOICE IN THE FOUNDATION'S (SUPPORTING ORGANIZATION) TIMING OF GRANTS AND MANNER OF MAKING GRANTS AS THE SCHOOL COMMUNICATES ITS FINANCIAL NEED TO THE FOUNDATION BOARD WHO THEN APPROVES ALLOCATIONS TO THE SCHOOL BASED ON NEED. PART IV, SECTION E, LINE 2A: THE ROCKFORD FOUNDATION'S SOLE PURPOSE IS TO SUPPORT THE LUTHERAN HIGH SCHOOL ASSOCIATION. THE FOUNDATION MANAGES EACH GRANT/SCHOLARSHIP FUND AND MAKES AN ANNUAL DISTRIBUTION. PART IV, SECTION E, LINE 2B: THE FOUNDATION'S (SUPPORTING ORGANIZATION) FUNDRAISING ACTIVITIES ARE ACTIVITIES THAT THE SCHOOL (SUPPORTED ORGANIZATION) IS ACTIVELY INVOLVED IN WITH THE FOUNDATION AS THESE FUNDS DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE SCHOOL WITH GRANTS TO THE SCHOOL TO ASSIST IN PROVIDING AN EXCELLENT EDUCATION IN A CHALLENGING AND INSPIRING CHRISTIAN ENVIRONMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1516306 6360 170747 76508 1616905 1419670 32737 141302 77403 1516306 1420588 9350 130328 140596 1419670 0.84410 0.00000 0.15590 0 0 0 EQUITIES 1026427 F FIXED INCOME ETPS 389178 F 1415605 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 24 INDIVIDUAL FUNDS FOR A VARIETY OF PURPOSES. INVESTMENT INCOME GENERATED BY THE FOUNDATION'S ENDOWMENT FUNDS IS USED FOR THE BENEFIT OF THE SCHOOL. 1 LUTHERAN HIGH SCHOOL ASSOCIATION OF THE GREATER ROCKFORD AREA INC 3411 ALPINE ROAD ROCKFORD IL 61114 366126103 501(C)(3) 82208 0 TO ASSIST WITH OPERATION OF SCHOOL 1 0 PART I, LINE 2: THE GENERAL FORMULA USED TO GRANT ANNUAL ASSISTANCE TO THE LUTHERAN HIGH SCHOOL ASSOCIATION IS TO TAKE A 4.5% DRAW OF THE LATEST 3 YEAR AVERAGE OF INVESTMENT/FUND BALANCES. DETAILS RECORDS ARE KEPT. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE 990 IS FILED, THE TREASURER THOROUGHLY REVIEWS THE 990 AND COMPARES IT TO THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. LUTHERAN HIGH SCHOOL ASSOCIATION OF THE GREATER ROCKFORD AREA 3411 N ALPINE ROAD ROCKFORD IL 61114 366126103 EDUCATION IL 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0