2026-02-09T15:31:59-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-07-01 860252302 LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST LUTH 4803963795 2502 E UNIVERSITY DR 125 PHOENINX AZ 85034 CHRISTINE KOBASIC CFO 4803963795 2026-02-05 1 0 SHARLYNN GARZA P02038329 4808394900 2026-01-28 2024 2025-03-06 01:10:19Z CHRISTINE KOBASIC 2502 E UNIVERSITY DR 125 PHOENINX AZ 85034 27496365 0 X WWW.LSS-SW.ORG X 1970 AZ TO STABILIZE LIVES DURING CRISIS AND TRANSITION, BUILD A FOUNDATION WHERE PEOPLE CAN THRIVE, AND PRESERVE DIGNITY AND RESPECT FOR THE MOST VULNERABLE. 13 13 573 637 0 0 22859002 23456096 4142715 3904336 54473 99684 25842 20166 27082032 27480282 6077346 5035892 0 0 16081543 18022008 0 0 647038 3839163 4064047 25998052 27121947 1083980 358335 10230790 8472033 4754629 2618990 5476161 5853043 X WE STABILIZE PEOPLE DURING CRISIS AND TRANSITION, BUILD A FOUNDATION WHERE PEOPLE CAN THRIVE, AND PRESERVE DIGNITY AND RESPECT FOR THE MOST VULNERABLE. 0 0 10924108 4485485 153566 THE REFUGEE & IMMIGRATION SERVICES PROGRAMS HELP REFUGEES WHO HAVE FLED PERSECUTION TO REBUILD THEIR LIVES IN THE PHOENIX AND TUCSON AREAS BY PROVIDING SHORT-TERM HOUSING, EMPLOYMENT ASSISTANCE, LANGUAGE AND SELF-SUFFICIENCY SKILLS TRAINING, CULTURAL EDUCATION, CONNECTIONS TO COMMUNITY RESOURCES, SUPPORT FOR REFUGEE CHILDREN'S EDUCATION, AND WOMEN'S EMPOWERMENT PROGRAMMING. LSS-SW SERVED 2,216 INDIVIDUALS. 7384349 464570 3750770 THE AGING & DISABILITY SERVICES PROGRAMS PROVIDE QUALITY, CUSTOMIZED IN-HOME SERVICES THAT ALLOW OLDER ADULTS AND PEOPLE WITH DISABILITIES TO LIVE AT HOME, MAINTAIN INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE. PROGRAMS ALSO INCLUDE TRAINING AND SUPPORT FOR FAMILY CAREGIVERS TO HELP THEM BUILD THEIR CONFIDENCE, STRENGTHEN SKILLS, AND REDUCE STRESS; AS WELL AS HOME DELIVERED MEALS AND SHOPPING SERVICES FOR HOMEBOUND OLDER ADULTS. LSS-SW PROVIDED 1,086 OLDER ADULTS AND PEOPLE WITH DISABILITIES IN-HOME SERVICES AND DELIVERED 68,769 MEALS. 3716196 136 THE FAMILY AND COMMUNITY SERVICES PROGRAMS ARE COMPRISED OF FAMILY RESOURCE CENTERS, BASIC NEEDS PROGRAMS, AND FOSTER CARE. LSS-SW OPERATES THREE FAMILY RESOURCE CENTERS, PART OF A NETWORK OF FIRST THINGS FIRST CENTERS THROUGHOUT MARICOPA COUNTY, THAT ASSIST FAMILIES IN METROPOLITAN PHOENIX AND SOUTHEAST MARICOPA COUNTY. FRCS CREATE HEALTHY ENVIRONMENTS THAT SUPPORT OPTIMAL CHILD DEVELOPMENT AND REDUCE THE LIKELIHOOD OF ABUSE AND NEGLECT, THROUGH PLAY AND LEARN EVENTS, PARENTING CLASSES, CAREGIVER TRAINING, WORKFORCE DEVELOPMENT AND CONNECTION TO COMMUNITY RESOURCES. LSS-SW SERVED 1,189 CHILDREN AND 1,748 ADULTS. FOSTER CARE RECRUITS, TRAINS, LICENSES, AND SUPPORTS FOSTER FAMILIES IN CARING FOR CHILDREN AND ADULTS WHO HAVE BEEN REMOVED FROM THEIR HOMES. (CONTINUED ON SCHEDULE O)LSS-SW SUPPORTED 234 FOSTER HOMES IN CARING FOR 337 CHILDREN AND ADULTS. BASIC NEEDS PROGRAMS PROVIDE ACCESS TO FAMILIES NEEDING SUPPORT TO MEET THEIR BASIC NEEDS THROUGH FOOD PANTRIES, EMERGENCY SHELTER, AND RENTAL AND UTILITY ASSISTANCE. LSS-SW SERVED 10,061 INDIVIDUALS, PROVIDED 6,812 BED NIGHTS OF EMERGENCY SHELTER, AND DISTRIBUTED 6,386 FOOD BOXES. 1075320 85702 THE EMERGENCY SERVICES PROGRAMS, IN PARTNERSHIP WITH FAITH PARTNERS AND VOLUNTEERS, RELIEVE HUNGER AND HOMELESSNESS FOR NEIGHBORS FACING EXTREME POVERTY THROUGH FOOD PANTRIES, RENT AND UTILITY ASSISTANCE, EMERGENCY SHELTER, AND CASE MANAGEMENT. LSS-SW SHELTERED 175 INDIVIDUALS EXPERIENCING HOMELESSNESS, PROVIDED RENT AND UTILITY ASSISTANCE TO 286 FAMILIES AT RISK OF LOSING THEIR HOMES, AND DISTRIBUTED 6,386 FOOD BOXES TO FOOD INSECURE INDIVIDUALS AND FAMILIES. 1075320 85702 23099973 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 188 0 573 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X CHRISTINE KOBASIC CFO 4803963795 2502 E UNIVERSITY DR 125 PHOENINX AZ 85034 AMBER MATHEWSON CHAIR 2.00 X X 0 0 0 WENDY LOOK VICE CHAIR 2.00 X X 0 0 0 JANIE MAGRUDER SECRETARY 2.00 X X 0 0 0 DOUG PEARSON TREASURER 2.00 X X 0 0 0 JACQUI PAGEL DIRECTOR 1.00 X 0 0 0 BRANISLAV VUJIC DIRECTOR 1.00 X 0 0 0 BARBARA RAPP DIRECTOR 1.00 X 0 0 0 JO RIESTER DIRECTOR 1.00 X 0 0 0 EVE BROUGHTON DIRECTOR 1.00 X 0 0 0 ROGER STUENKEL DIRECTOR 1.00 X 0 0 0 CATHERINE WHITE DIRECTOR 1.00 X 0 0 0 MARCY FLEMING DIRECTOR 1.00 X 0 0 0 RACHEL GOMEZ-ACOSTA DIRECTOR 1.00 X 0 0 0 CONNIE PHILLIPS CEO & PRESIDENT 40.00 X 201758 0 15303 CHRISTINE KOBASIC CHIEF FINANCIAL OFFICER 40.00 X 162673 0 15283 KAREN BAMFORD CHIEF PROGRAM OFFICER 40.00 X 140706 0 5783 CHERYL PATTERSON DIRECTOR OF FINANCE 40.00 X 115197 0 8255 620334 0 44624 4 0 1 0 PARTNERS IN PARTICIPATION LLC 4208 N 25TH ST PHOENIX AZ 85016 PARENT EDUCATION CLASSESS 102947 1 20135176 3320920 164162 23456096 HEALTHCARE CONTRACT REVENUE 624100 3598037 3598037 PROGRAM FEES 624100 306299 306299 3904336 65934 65934 49833 16083 33750 33750 33750 4094 0 4094 4094 CREDIT CARD REBATES 900099 16072 16072 16072 27480282 3904336 0 119850 5035892 5035892 419808 419808 15277042 13246583 1630105 400354 89500 81268 5882 2350 1071357 844706 202222 24429 1164301 904880 233252 26169 13702 13702 81201 81201 1679 1679 1568195 1118606 389414 60175 507162 389917 59955 57290 144139 124762 14750 4627 864072 747911 71416 44745 156922 101626 46069 9227 62266 62256 10 225431 188940 28395 8096 TRANSPORTATION 383768 271721 103999 8048 TRAINING 45285 43161 606 1518 BAD DEBT 10225 10225 27121947 23099973 3374936 647038 3696952 3443441 89546 92236 3729958 3017075 312445 167961 8031 8330 148683 190839 1291992 759689 740590 532303 303996 411615 1200589 608233 10230790 8472033 1514868 1338753 445285 121033 789157 729002 526750 1276317 632454 4754629 2618990 X 5145961 4554287 330200 1298756 5476161 5853043 10230790 8472033 358335 18547 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 312027 76353 40064 8499 419945 211613 65401 38252 3239 312027 173102 25593 16660 468 211613 171397 27876 -25273 898 173102 7094 140984 2433 1014 171397 0.58772 0.41228 0.00000 1 0 43760 43760 0 151352 150861 491 1096880 565068 531812 532303 RIGHT OF USE ASSET 608233 608233 LEASE LIABILITY 632454 632454 X 27497150 18547 18547 27478603 1679 1679 27480282 27120268 0 27120268 1679 1679 27121947 PART X, LINE 2: LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT JUNE 30, 2025, LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 FOOD 736 520941 FMV DELIVER NUTRITIOUS MEALS TO SENIORS, EMERGENCY FOOD ASSISTANCE FOR REFUGEES AND OTHER INDIVIDUALS IN NEED HOUSING 3571 3776024 FMV TEMPORARY SHELTER FOR HOMELESS WOMEN, EMERGENCY LODGING, HOUSING FOR REFUGEES, RENT AND UTILITIES ASSISTANCE CASH 1050 244375 CLOTHING 335 23417 FMV WORK CLOTHING FOR REFUGEES AND EMERGENCY CLOTHING ASSISTANCE TRANSPORTATION 44 36009 FMV ASSISTANCE WITH PUBLIC TRANSPORTATION MEDICAL 20 13650 FMV PRESCRIPTIONS, FIRST-AID KITS AND OTHER MEDICAL RELATED ITEMS GIFT CARDS 34 25113 FMV GIFT CARDS FOR PURCHASE OF NECESSITIES (DIAPERS, WARM CLOTHING, FOOD, ETC.) OTHER 1359 396363 FMV CHILDREN'S BOOKS, TOYS AND PLAY KITS, ASSISTANCE TO REFUGEE AND FOSTER CHILDREN PART I, LINE 2: LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST PROVIDES ASSISTANCE TO CHILDREN, FAMILIES, REFUGEES, HOMELESS INDIVIDUALS, AND INDIVIDUALS RECOVERING FROM A DISASTER IN THE FORM OF PROVIDING NECESSITIES DIERECTLY TO THOSE IN NEED AND ALSO GIVING DIRECT PAYMENTS FOR NECESSITIES IN THE CASE OF EMERGENCIES. X X X 0 0 0 0 0 0 0 0 0 CONNIE PHILLIPS CEO & PRESIDENT 201758 0 0 0 0 0 8039 0 7264 0 217061 0 0 0 CHRISTINE KOBASIC CHIEF FINANCIAL OFFICER 162673 0 0 0 0 0 7028 0 8255 0 177956 0 0 0 X 159809 FMV X 9 4353 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRINBUTIONS REPRESENT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 7A PROSPECTIVE CLERGY MEMBERS MAY BE RECOMMENDED AND APPOINTED BY THE APPROPRIATE BISHOP OR PRESIDENT OF ECLA OR LCMS. FORM 990, PART VI, SECTION A, LINE 7B ANY PROPOSED AMENDMENT TO THE ARTICLES OF INCORPORATION MUST BE APPROVED IN WRITING BY THE PRESIDENT OF EACH LUTHERAN JURISDICTIONAL UNIT NAMED IN THE ARTICLES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANT, REVIEWED BY THE CHIEF FINANCIAL OFFICER, AND THEN BY THE CEO/PRESIDENT, BEFORE SUBSEQUENTLY BEING FILED. A COPY OF THE FORM 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS OF LSS-SW FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY UPON HIRE OR APPOINTMENT. EMPLOYEES IDENTIFY POTENTIAL CONFLICTS TO THEIR DIRECT SUPERVISOR AND THE CFO INITIALLY DETERMINES IF ACTUAL CONFLICT EXISTS. ULTIMATE REVIEW OF CONFLICT IS MADE BY CEO/PRESIDENT, ESPECIALLY IN THE CASE OF CONFLICT OF INTEREST INVOLVING BOARD MEMBERS. POTENTIAL CONFLICTS OF INTEREST CONCERNING BOARD MEMBERS ARE BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD BY THE CONCERNED BOARD MEMBER OR ANY OTHER PERSON HAVING KNOWLEDGE OF THE POTENTIAL CONFLICT. THE CHAIRMAN OF THE BOARD CONVENES A MEETING OF THE EXECUTIVE COMMITTEE AND/OR FULL BOARD TO DISCUSS THE POTENTIAL CONFLICT OF INTEREST. THE MEETING MAY OR MAY NOT INCLUDE THE AFFECTED BOARD MEMBER DEPENDING ON THE SITUATION. THE DECISION OF THE EXECUTIVE COMMITTEE AND/OR FULL BOARD SHALL BE DEEMED AS FINAL. ANY DIRECTOR MUST RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE HAS OR MAY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 HR DEPARTMENT COLLECTS AND PROVIDES DOCUMENTATION TO THE BOARD OF DIRECTORS FOR THE CEO POSITION. THIS DOCUMENTATION INCLUDES THE JOB DESCRIPTION, SALARY, PERFORMANCE EVALUATIONS, AND RELEVANT SALARY SURVEYS FOR NONPROFIT ENTITIES, TO DETERMINE MARKET COMPETITIVENESS. THE BOARD DEVELOPMENT COMMITTEE OF THE BOARD IS CHARGED WITH COMPLETING THE ANNUAL REVIEW OF THE CEO AND RECOMMENDING ANY SALARY INCREASES, IF WARRANTED. THE LAST REVIEW OF THE CEO POSITION WAS COMPLETED IN JUNE 2020. FOR ALL POSITIONS BELOW THE SENIOR MANAGEMENT LEVEL, THE HR DEPARTMENT COLLECTS AND PROVIDES SIMILAR DOCUMENTATION TO THE SVP OF HR/CFO FOR DETERMINATION OF APPROPRIATE SALARY AND WAGE LEVELS. SALARIES FOR SENIOR MANAGEMENT POSITIONS ARE REVIEWED BY BOTH THE CFO AND THE CEO TO DETERMINE THE APPROPRIATE SALARY LEVELS AND MERIT INCREASES. THE LAST UPDATE TO THE SALARY AND WAGE LEVELS WAS IN OCTOBER 2021 BASED ON INDUSTRY SPECIFIC AVERAGE PROJECTED ANNUAL INCREASES. DOCUMENTATION OF ALL COMPENSATION IS INCLUDED IN THEIR PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND THROUGH THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.