lutheran social service of minnesota for the year … · pattt . mn 55108 h(a) is this a group...
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LUTHERAN SOCIAL SERVICE OF MINNESOTA
FOR THE YEAR ENDED SEPTEMBER 30, 2014
PUBLIC INSPECTION COPY
PUBLIC INSPECTION COPY RETAIN FOR YOUR RECORDS
Form 990 Return of Organization Exempt From Income Tax OMB No. 1545-0047
2013 Under section 501(c}, 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Department of the Treasury ..... Do not enter Social Security numbers on this form as it may be made public. Open to Public Internal Revenue Service ..... Information about Form 990 and its instructions is at··-·-· •~ ·- Inspection
A For the 2013 calendar year, or tax year beginning OCT 1, 2013 and ending SEP 30, 2014 B Check ~
applicable: C Name of organization D Employer identification number
DAddress change LUTHERAN SOCIAL SERVICE OF MINNESOTA
DName change Doing Business As 41 - 0872993
olnitial Number and street (or P.O. box if mail is not delivered to street address) I Room/suite return E Telephone number O Termin- 2485 COMO AVENUE 651-969-2300 ated D Amended
return City or town, state or province, country, and ZIP or foreign postal code G Gross receipts $ 95 t 204 t 711. Df\pplica-
ST. PATTT . MN 55108 H(a) Is this a group return tion pending
F Name and address of principal officer:JOD I HARP STEAD DYes OONo for subordinates?
SAME AS c ABOVE H(b} Are all subordinates incl~~~~~ D Yes D No
I Tax-exempt status: IX l 501(c)(3) I J 501(c) ( )<11111 (insert no.) l l 4947(a)(1) or I l s27 If 'No,· attach a list. (see instructions)
J Website: ..... WWW. LSSMN. ORG H(c) Group exemption number ..... 9 3 8 6 K Form of organization: LXJ Corporation LJ Trust LJ Association L _J Other .... J L Year of formation: 19 6 21 M State of legal domicile: MN I Part II Summary
Cl) 1 Briefly describe the organization 's mission or most significant activities: EXPRESS THE LOVE OF CHRIST FOR 0 ALL PEOPLE THROUGH SERVICE THAT CHANGES LIVES AND BUILDS COMMUNITY. c: cu
D if the organization discontinued its operations or disposed of more than 25% of its net assets . c: 2 Check this box ..... ~ > 3 Number of voting members of the governing body (Part VI , line 1 a) 3 23 0 ··············· ····· ····················· ·············· ····· 0
4 Number of independent voting members of the governing body (Part VI , line 1 b) ...... ............ .................. .. .... 4 23 a!I II) 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) 5 3328 ~
....... ..... ....... ......... ........ ...... ......
·:;; 6 Total number of volunteers (estimate if necessary) .................... ............ ................. ............ ........... ........ ... .... 6 8970 """ 7 a Total unrelated business revenue from Part VIII , column (C), line 12 0. 0 7a <( ........ .... .... ... .................... .. ... ... ... ... .. .....
b Net unrelated business taxable income from Form 990-T, line 34 ........... ..... ... ....... ... ......... .......... .... ......... ..... 7b 0. Prior Year Current Year
Cl) 8 Contributions and grants (Part VIII , line 1 h) ..... ..... .................. ....... ...... ... ....... ............ 13,941,016. 10 I 734 t 821. ::I 79 t 743 t 601. 79,885,763. c: 9 Program service revenue (Part VIII , line 2g) Cl) ······················· · ················· ··· ··· ···· ··········· · > 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 175,794. 199,222. Cl) ····· ·· ··· ····· ························ a: - 1,098,800. -1,435,543. 11 Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, 1 Oc, and 11 e) ........................
12 Total revenue · add lines 8 throuqh 11 (must equal Part VIII, column (A), line 12) ... ...... 92 I 761, 611. 89,384,263. 13 Grants and similar amounts paid (Part IX, column (A), lines 1 ·3) .. ....... .. ................. .. ... 2,050,640. 2,490,108. 14 Benefits paid to or for members (Part IX, column (A), line 4) .......... ....................... .... .. 0. 0.
II) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ... ...... 56,325,540. 56,471,634. Cl) II)
16a Professional fund raising fees (Part IX, column (A), line 11 e) ....................................... ... 149,869. 223 t 441. c: Cl) ..... 2,366,423 • a. b Total fundraising expenses (Part IX, column (D) , line 25) )(
w 17 Other expenses (Part IX, column (A), lines 11 a-11 d, 11f-24e) ....................................... 28,326,529. 27 I 983 t 981. 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) .... ... ..... ...... ... 86,852,578. 87,169,164. 19 Revenue less expenses. Subtract line 18 from line 12 ················································ 5,909,033. 2,215,099.
~ "' O°'
(.) Beginning of Current Year End of Year
"'C: 86,706,972. 89,796,552. 10~ 20 Total assets (Part X, line 16) "' "' .. ...... ........................ ....................................................
~ 21 Total liabilities (Part X, line 26) .............................. .. ............... ..... ...... .... ........ .. ......... 49,201,976. 46,349,854. .,c: 37,504,996. 43,446,698. z.1: 22 Net assets or fund balances. Subtract line 21 from line 20 ............. ........... ................. I Part II I Signature Block Under penalties of pequry, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correc~ and complete. Decla o parer (other than officer) is based on all information of which preparer has any knowled e.
Sign
Here EF FINANCIAL OFFICER
Print/Type preparer's name
Paid EN GRIES
Preparer Firm's name CLIFTONLARSONALL
Use Only Firm 's address..,_ 2 2 0 SOUTH SIXTH STREET, SUITE
MINNEAPOLIS, MN 55402 Phone no. 612 - 3 7 6 - 4 5 0 0 May the IRS discuss this return with the preparer shown above? (see instructions) ............................................................. . X Yes No
332001 10-29-13 LI-IA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2013)
'
Form 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pae2
Part Ill Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part Ill .... ........ ....... ... ..... .. ..................................................... .. 00
1 Briefly describe the organization's mission: LUTHERAN SOCIAL SERVICE OF MINNESOTA (LSS) EXPRESSES THE LOVE OF CHRIST FOR ALL PEOPLE THROUGH SERVICE THAT INSPIRES HOPE, CHANGES LIVES AND BUILDS COMMUNITY.
2 Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .......... ........................................... ... ... ... ..... ........ ..... .. ... ... ... .. ..... .. ............................... .... D ves 00 No If 'Yes,' describe these new services on Schedule 0 .
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?...... ....... .. ... D ves CXJ No
If 'Yes,• describe these changes on Schedule 0 .
4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any, for each program service reported.
4a (Code: ) (Expenses$ 3 4 1 0 2 4 , 18 5 • including grants of$ 0 • ) (Revenue$ 3 8 1 0 9 3 1 0 9 5 • ) SERVICES FOR PEOPLE WITH DISABILITIES: OUR SERVICE OUTCOMES IN THIS AREA ARE FOCUSED SO THAT MINNESOTA'S PEOPLE WITH DISABILITIES HAVE ACCESS TO SERVICES AND A FULL LIFE IN COMMUNITY. THIS MEANS THEY HAVE MEANINGFUL RELATIONSHIPS WITH OTHERS ARE FULLY INTEGRATED PARTICIPANTS IN SOCIAL AND COMMUNITY NETWORKS; ARE ACCESSING COMMUNITY- SUPPORTED SERVICES; AND, ARE CHOOSING THE DESIGN AND DELIVERY OF THE SUPPORT THEY RECEIVE.
FY 2014 RESULTS: 729 INDIVIDUALS SERVED THROUGH PERSONAL SUPPORT SERVICES IN OUR RESIDENTIAL HOMES AND OUT OF THE 729 PEOPLE 604 INDIVIDUALS SERVED IN RESIDENTIAL SETTINGS HAVE EXPERIENCED SOME TYPE OF SOCIAL ROLE IN THEIR COMMUNITIES. APPROXIMATELY 1,083 CHILDREN WITH
4b (Code: )(Expenses$ 2 8 1 7 8 7 1 2 4 0 • including grants of$ 2 .t 4 9 0 1 10 8 • ) (Revenue$ 2 7 1 9 0 4 1 7 8 3 • ) SERVICES FOR CHILDREN, YOUTH AND FAMILIES: OUR SERVICE OUTCOMES IN THIS AREA ARE FOCUSED SO THAT MINNESOTA'S CHILDREN, YOUTH AND FAMILIES HAVE SAFE, STABLE HOMES AND THE OPPORTUNITY TO THRIVE IN COMMUNITY. THIS MEANS THEY HAVE STABLE, NURTURING HOMES WITH A SAFE PLACE TO SLEEP EVERY NIGHT; ARE FULLY INTEGRATED PARTICIPANTS IN SOCIAL AND COMMUNITY NETWORKS; ARE ACCESSING THE COMMUNITY- SUPPORTED SERVICES THAT THEY NEED; AND ARE THRIVING MEMBERS OF THEIR COMMUNITIES.
FY2014 RESULTS: 1,334 INDIVIDUALS SERVED BY ADOPTION AND BIRTH PARENT SERVICES; 3,068 INDIVIDUALS SERVED BY COUNSELING SERVICES; 1,216 SERVED BY DISASTER SERVICES AND CAMP NOAH; 19,262 INDIVIDUALS SERVED BY FINANCIAL COUNSELING; 688 SERVED BY REFUGEE SERVICES; 1,008 SERVED BY
4c (Code: ) (Expenses$ 11 , 9 7 6 , 7 7 9 • including !J"ants of$ 0 • ) (Revenue$ 13 , 8 8 7 1 8 8 5 • ) SERVICES FOR OLDER ADULTS: OUR SERVICE OUTCOMES IN THIS AREA ARE FOCUSED SO THAT MINNESOTA'S OLDER ADULTS HAVE CHOICE IN THEIR SERVICES AND OPPORTUNITIES TO CONTRIBUTE TO COMMUNITY. THIS MEANS THEY HAVE SERVICES THAT SUPPORT THEIR INDEPENDENCE, WELL-BEING AND RELATIONSHIPS; ARE CHOOSING THE DESIGN AND DELIVERY OF THEIR SERVICES; ARE CONTRIBUTING TIME AND RESOURCES TO THEIR COMMUNITIES.
FY 2014 RESULTS: 954,191 MEALS TO 16,780 INDIVIDUALS AND 459 FAMILIES USED RESPITE CARE SERVICES RECEIVING 2,028 SESSIONS OF SUPPORT; 3,745 CHILDREN AND YOUTH SERVED BY FOSTER GRANDPARENTS; 91% OF CHILDREN SERVED REACHED LITERACY AND SOCIAL/EMOTIONAL GROWTH GOALS. 2,575 INDIVIDUALS WERE SERVED BY SENIOR COMPANION VOLUNTEERS; 94% OF
4d Other program services (Describe in Schedule 0 .)
(Expenses $ including grants of$
4e Total program service expenses..... 7 4 , 7 8 8 , 2 0 4 • ) (Revenue$
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2013.06000 LUTHERAN SOCIAL SERVICE OF
Form 990 (2013)
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Form 99012013) LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993 Paqe3 I Part IV I Checklist of Required Schedules
Yes No
1 Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes, ' complete Schedule A ......................................... ..... ........ ....... ...... ........ .................................. ..... .... ...................... . 1 x 2 Is the organization required to complete Schedule B, Schedule of Contributo~ ..... .. ... ..... .. ... ... ......... ..... .............. ........... .. . . 2 x 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office? If ' Yes, ' complete Schedule C, Part I .. ...... ......... ...... ..... ...... ................. ....................... .... .... ......................... . 3 x 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501 (h) election in effect
during the tax year? If ' Yes, • complete Schedule C, Part II .. . . . ... ... . .. . .. . .. ... . ... .. .... ... .. . .. . . .. .. . .. . .. . .. ... ... ... . . . . ..... .. .... ... . . . . .. . . . .. . . .. . 4 X 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 98-19? If ' Yes, • complete Schedule C, Part Ill ............ ...... .................... ... . 5 x 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes, • complete Schedule D, Part I 6 x 7 Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part 11 ... ... ..... ................... .... .... ... . 7 x 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes, ' complete
Schedule D, Part Ill ....... .... .... ..... .. .... .... .... ... .. ........ .... ...................................... ........... ..... ....... ... .......... ................. .... .... .. ... . 8 x 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes, ' complete Schedule D, Part IV .. ......... ......... ..... ....... .. .... .. ..... .. .. ....................................... .......... ............. ......... ..... . 9 x 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, penmanent
endowments, or quasi-endowments? If ' Yes, ' complete Schedule D, Part V .. . .. . .. .. . . .. . .. . . . .. . . ......... ...... .. . . . . .. .. ........ .. . . . .... .. . . . . 10 X 11 If the organization's answer to any of the following questions is ' Yes,' then complete Schedule D, Parts VI, VII, VIII , IX, or X
as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 1 O? If ' Yes, ' complete Schedule D,
Part VI
b Did the organization report an amount for investments · other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If "Yes, • complete Schedule D, Part VII ....... .. .. ........................ .. .... ..... ............................ . c Did the organization report an amount for investments · program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If "Yes, ' complete Schedule D, Part VIII ......... ......... ......... .. ........ ......... .................... ... ..... . d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in
Part X, line 16? If ' Yes, ' complete Schedule D, Part IX ............................... ......... .... ............. .................... ...... .. ..... .. ............ . e Did the organization report an amount for other liabilities in Part X, line 25? If ' Yes, ' complete Schedule D, Part X .... ... ...... .. .. .
f Did the organization 's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization 's liability for uncertain tax positions under FIN 48 (ASC 740)? If ' Yes, ' complete Schedule D, Part X ...... ... .. .
12a Did the organization obtain separate, independent audited financial statements for the tax year? If ' Yes, ' complete
Schedule D, Parts XI and XII ......... ...................................................................... ........ .... ............................ ... ............. . ... . b Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered 'No ' to line 12a, then completing Schedule D, Parts XI and XII is optional ..... ......... .
13 Is the organization a school described in section 170(b)(1)(A)(i0? If ' Yes, " complete Schedule E .... ......... ............................ .
14a Did the organization maintain an office, employees, or agents outside of the United States? .. ........... ............. .... .......... ....... .
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fund raising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
or more? If ' Yes,' complete Schedule F, Parts I and IV ............ ......... ........... ............. ....................... .... ....... ......... ............ .... .
15 Did the organization report on Part IX, column (A) , line 3, more than $5,000 of grants or other assistance to or for any
foreign organization? If ' Yes, ' complete Schedule F, Parts II and IV .............................. .. .. ...... ................. ...... ...... .. ..... ....... . 16 Did the organization report on Part IX, column (A) , line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign individuals? If ' Yes, ' complete Schedule F, Parts Ill and IV ... ................. ...... .... ...... ......... .................... .. .... ... ... . 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11 e? If ' Yes," complete Schedule G, Part I ................ ....... ...... .. ........ ...... ........... ... ...... ..... .. .. ............ . 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1 c and Ba? If ' Yes,' complete Schedule G, Part II ....... ...... ... .... ...... .... .... ...................................... ........ ................. .. .. .. ....... . 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If ' Yes, '
complete Schedule G, Part Ill ....... .. ......... ............................. .............. ..... .......... .. ... ... .. ... .. ........ ............... ...... ... .. ........ ....... . 20a Did the organization operate one or more hospital facilities? If ' Yes,• complete Schedule H ... .... .... ..... ..... .......... ... ........... .. .
b If ' Yes ' to line 20a did the oraanization attach a coov of its audited financial statements to this return? ............ ..... ...... ..... . .
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Fonm 990 {2013)
053-3TI1
Fonn 990 (2013) LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Paae4 I Part IV I Checklist of Required Schedules (continued)
Yes No
21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
government on Part IX, column (A), line 1? If ' Yes,• complete Schedule I, Parts I and II ..... ....... ...... ....... .... ..... .................... 21 X 22 Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX,
column (A), line 2? If ' Yes,' complete Schedule I, Parts I and/// . . . .. .. .. .. . .. . ......... ... ... .. . .. ... ... . . . . .. ... ..... ...... .. .. . .. ....... .. . ... .. . .. .. . . 22 X 23 Did the organization answer "Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization 's current
and fonner officers, directors, trustees, key employees, and highest compensated employees? If ' Yes, ' complete
ScheduleJ
24a Did the organization have a tru<-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31 , 2002? If ' Yes, ' answer lines 24b through 24d and complete
23 x
Schedule K. If 'No ', go to line 25a ..... ........ ..... ......... ...................... .................................... ........ ........ .. ... .......................... 24a X b Did the organization invest any proceeds of tru<-exempt bonds beyond a temporary period exception? . . ...... ... . .... .. .... .. .. . . . . . .. t-2_4b_+---+---
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tru<-exempt bonds? .. . .. . ..... .. .. . . . .. ... ... . .. . .. ... ... . .. .... .. ... .. . . .. . . . ... .. . ... . ... .. ... . .. .. . . .. .. . .. . . .. ... . .. . .. . ...... ...... .. . .. . .. . ... .. ... . .. . .. .. . . ...... t-2_4c_+---+---
d Did the organization act as an ' on behalf of ' issuer for bonds outstanding at any time during the year? .. . .. . .. .. . . .. . . ........... .. . . . . t--24d_+---+---
25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
disqualified person during the year? If "Yes,· complete Schedule L, Part I ....... ....... ......................................... .......... .......... 25a X b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization 's prior Fonns 990 or 990-EZ? If ' Yes," complete
Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . 25b X 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
fonner officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so,
complete Schedule L, Part II . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 X 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? If ' Yes, ' complete Schedule L, Part/// .. . ..... .. . . .. . ... ...... .. . .. . ... .. ... . .. . .. . .... .. .. . .. . .. . ..... .. ..... ...... .. . ... . . . .. . 27 X 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
a A current or fonner officer, director, trustee, or key employee? If "Yes, ' complete Schedule L, Part IV . .. .. .. . ... . ..... ....... .. . . . . ... 28a X b A family member of a current or former officer, director, trustee, or key employee? If ' Yes,· complete Schedule L, Part IV .. .... 28b X c An entity of which a current or fonner officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or indirect owner? If ' Yes, · complete Schedule L, Part IV .. ..... ........................................... .... ....... ..
29 Did the organization receive more than $25,000 in non-cash contributions? If ' Yes,· complete Schedule M ........... ............... .
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? If "Yes,' complete Schedule M .......... .................... .. ........... ........... ................................ .... .. ............ ..... ...... .. 31 Did the organization liquidate, tenninate, or dissolve and cease operations?
If "Yes, ' complete Schedule N, Part I .............. ....... ...... ...... .... ............... ................................................... .......... ............... . 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,• complete
Schedule N, Part II ............... ....... ............... .. .... ... ...... ....... .. ... .. ............ .. ........................................ ..... .... ........ .................. . 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301 . 7701-2 and 301.7701 -3? If ' Yes,' complete Schedule R, Part I .. ............ ............... .. ... ......... .......... .. .. .............. .
34 Was the organization related to any tru<-exempt or taxable entity? If ' Yes, • complete Schedule R, Part II, ///, or IV, and
Part V. line 1 ... ... .... ......... .......... ............... ......... ........................................................ .... ...... ........... ...................... .... ... .. ... . 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)?
b If ' Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)? If "Yes,• complete Schedule R, Part V. line 2 .............................. ... ... ................... ..
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?
If ' Yes, • complete Schedule R, Part V. line 2 .... .. .. ............ ....... ........ .................................. .... ......... .... ............................. .... . 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tru< purposes? If ' Yes,' complete Schedule R, Part VI ...... ........ .. ....... .
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 band 19?
Note. All Form 990 filers are reauired to complete Schedule 0 ................................. ... ... .. ... .......... ... .. .... ............................. .
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34 x 35a x
35b x
36 x
37 x
38 x Fonn 990 (2013)
053-3TI1
Fonn 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993 Pa e5 Part V Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response or note to any line in this Part V D Yes No
................................. I 1a I 439 1----1------0~
b Enter the number of Fonns W-2G included in line 1 a. Enter -0- if not applicable .. .... .. ...... . .. . .. ... ... . .. . ~1_b~--------i
1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? . . .. . ...... .. . . . . .. . .. .... .. . .. . .. . .. . ..... .. . .. . . .. . ... .. . .. . ..... ... . .. ... . .. .... ... .. . .. ... . .. . ... .. . .. . .. . .. ....... .... .. .. .. 1--1_c-+---ir--
2a Enter the number of employees reported on Fonn W-3, Transmittal of Wage and Tax Statements, I I filed for the calendar year ending with or within the year covered by this return .. . .. . ....... .. ... .. .. ..... .. . 2a 3 3 2 8
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? .. . ... .. ... . ... ... .... ..... .. . 2b X Note_ If the sum of lines 1 a and 2a is greater than 2SO, you may be required toe-file (see instructions) .............. .......... ...... .. .
3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . . . ...... .. . .. ... .... . .... .. ... ... .. .. . 3a X b If ' Yes, • has it filed a Form 990-T for this year? If "No," to line 3b, provide an explanation in Schedule 0 ..... .................. ....... t--3_b-+---ir--
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)? . ........... ..... ... . 4a X b If ' Yes, • enter the name of the foreign country: .... ---------------------------
See instructions for filing requirements for Form TD F 90-22_ 1, Report of Foreign Bank and Financial Accounts.
Sa Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . ... . .. . .... ... ..... .. . . ...... .. . . . Sa X b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?.... .... ..... .. ..... ... .... Sb X c If ' Yes,' to line Sa or Sb, did the organization file Form 8886-T? ........ ........................ .......................... ................................ 1--5c--t---t---
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible as charitable contributions? .............. ... .. ..................... .............................. .
b If ' Yes, ' did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
b If ' Yes,' did the organization notify the donor of the value of the goods or services provided? ........................................... .
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282? .......................... .. .... .. ..... ......... ... ................... .......... .. ............................................ ..... ............... ... ..... .
d If 'Yes,' indicate the number of Forms 8282 filed during the year ................................... ............. I 7d I ~-~--------<
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? .... .............. ........ .
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? .. .
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting
organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
9 Sponsoring organizations maintaining donor advised funds.
a Did the organization make any taxable distributions under section 4966? ....................... .............. .... ... ... .. ............................ .
b Did the organization make a distribution to a donor, donor advisor, or related person? ............ ..... ........ ..... .......... ................ .
10 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part VIII, line 12 ............ ................................. I 1oa I ,__ __________ __,
b Gross receipts, included on Form 990, Part VIII , line 12, for public use of club facilities
11 Section 501(c)(12) organizations. Enter:
10b
a Gross income from members or shareholders ..................................... ....... ........... ........ ... ............ ,__1_1a _______ __,
b Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.) .. . .. ... .. ... .. ..... ... . .. . .. . .. . ... . . ... . . . . .. .... .. ... ... . .. .... .. . ... .. . .. . .. . . .... .. . . .._11_b_._ ______ --1
6a x
6b
7a x 7b x
7c x
7e x 7f x 7g
7h
8
9a
9b
12a Section 4947(a)(1) non-exempt charitable trusts. ls the organization filing Form 990 in lieu of Form 1041? ,__12a_-+---+---
b If ' Yes,• enter the amount of tax-exempt interest received or accrued during the year .................. l~12_b~'--------i 13 Section 501(c)(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state? .. . .. . .. . .. . .. . ..... .. . . . . . ... .... ..... .. . .. ..... .. ............ 1--13a-'--1---+---
Note. See the instructions for additional information the organization must report on Schedule 0 .
b Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans ... . .. .. . ..... .. .. .. .. . . .. . .. . .. . ............ .. ... . .. . . .. ..... .... l1--13_b-+l--------1
c Enter the amount of reserves on hand ..... .. ..... ..... ........... .... ............. ....... .. ................................... . 13c
14a Did the organization receive any payments for indoor tanning services during the tax year? .... .... . ... .. . .. . ..... ......... ... .... ... ...... 14a X b If ' Yes • has it filed a Form 720 to report these payments? If 'No,' provide an explanation in Schedule 0 .............................. 14b
332005 10-29-13
15160716 131839 053-02982100 5
2013.06000 LUTHERAN SOCIAL SERVICE OF
Form 990 (2013)
053-3TI1
Fonn990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pa e6
Part VI Governance, Management, and Disclosure For each "Yes · response to lines 2 through lb below, and for a "No" response to line Ba, Bb, or 1 Ob below, describe the circumstances, processes, or changes in Schedule 0 . See instructions.
Check if Schedule 0 contains a response or note to any line in this Part VI ...... ................................................................... . Section A. Governing Body and Management
Yes No
1a Enter the number of voting members of the governing body at the end of the tax year ... ... . . ... . .. . .. . t--1_a-+ ______ 2_3-i If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b Enter the number of voting members included in line 1 a, above, who are independent . .. . .. .. .... .... .. ~1_b~ ______ 2__.3 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee? ................................... ... ........ ... .......................................... ...... ...................... . 3 Did the organization delegate control over management duties customarily perfonned by or under the direct supervision
of officers, directors, or trustees, or key employees to a management company or other person? ... .......................... ... ......... .
4 Did the organization make any significant changes to its governing documents since the prior Fonn 990 was filed? ......... ..... .
5 Did the organization become aware during the year of a significant diversion of the organization's assets? ....... ....... ............ .
6 Did the organization have members or stockholders? ..... ... ..... .. ...... .................. ... ..................................... ........................ . 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body? ................... ........ ..... ...... ..... ...................................................................... ..... ....... . b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body? ........ ......... ...... .. .................................................... ..... ............... ......................... . 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a The governing body? ........ ........ .... .... .................. ................................................. ..... .. .......... .... .... .. ................................ .. .
b Each committee with authority to act on behalf of the governing body? ................................................ .... .... ...... ........ ....... .
9 Is there any officer, director, trustee, or key employee listed in Part VII , Section A, who cannot be reached at the
oraanization's mailina address? If "Yes, • provide the names and addresses in Schedule 0
Section B. Pohc1es {This Section B requests information about policies not required by the Internal Revenue Code.)
10a Did the organization have local chapters, branches, or affiliates? .......................................... .................... .......... ............. .... . b If "Yes,• did the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with the organization 's exempt purposes? ................ .. .................... .
11a Has the organization provided a complete copy of this Fonn 990 to all members of its governing body before filing the fonn?
b Describe in Schedule 0 the process, if any, used by the organization to review this Fonn 990.
12a Did the organization have a written conflict of interest policy? If "No," go to line 13 ................. .................. ........................ . b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If ' Yes," describe
in Schedule 0 how this was done
13 Did the organization have a written whistleblower policy? .......... ...... ....................... ....................................... ..... ............. .. .
14 Did the organization have a written document retention and destruction policy? .... ........ .............. ..... ..... ..... ........................ .
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official ....... .... ...... .. .. .. .. .................................. ..... .......... ... .
b Other officers or key employees of the organization ............................................................ .. ........................... .. ................ . If "Yes· to line 15a or 15b, describe the process in Schedule 0 (see instructions).
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? ..... ................................. .. .. ......... ...... ... ................... ........ ..... ....... .... .... ....... ............. .... .... .. . b If "Yes, • did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exempt status with respect to such arranaements?
Section C. Disclosure 17 List the states with which a copy of this Fonn 990 is required to be filed ..... MN
2 x
3 x 4 x 5 x 6 x
7a x
7b x
Ba x 8b x
9 x
Yes No
10a x
10b
11a x
12a x 12b x
12c x 13 x 14 x
15a x 15b x
16a x
16b x
--------------------------18 Section 6104 requires an organization to make its Fonns 1023 (or 1024 it applicable), 990, and 990-T (Section 501 (c)(3)s only) available
for public inspection. Indicate how you made these available. Check all that apply.
D Own website D Another's website CXJ Upon request D Other (explain in Schedule 0)
19 Describe in Schedule 0 whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial
statements available to the public during the tax year.
20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization: ..... PATRICK THUESON - 651-969-2331 --2485 COMO AVENUE, ST. PAUL, MN 55108
332006 10-29-13 Form 990 (2013) 6
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Form990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pa e7
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part Vil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . D
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization 's tax year.
•List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
•List all of the organization 's current key employees, if any. See instructions for definition of "key employee.• • List the organization 's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received report·
able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
•List all of the organization 's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations.
•List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order. individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.
D Ch k h" b "f ith h . f I ted t d ffi d" ec t IS OXI ne er t e organiza ion nor any re a organization compensa e any current o 1cer, 1rector, or trustee.
(A) (B) (C) (D) (E) (F)
Name and Trtle Average Position Reportable Reportable Estimated (do not check more than one hours per box, unless person is both an compensation compensation amount of
week officer and a director/trustee)
from from related other (list any
~ the organizations compensation
hours for " ~ organization (W-2/1099-MISC) from the related
0
~ (W-2/1099-M ISC) organization organizations ~ s
~ e and related -= ~ ~~ below ~ ~ f organizations ·s ~~ ~ line) ~ ~ 25 ~ .!?e
"" "'~ .£
(1) GREG VANDAL 1. 00 CHAIR o.oo x x 0. 0. 0. (2) NANCY RYSTROM 1. 00 VICE CHAIR 0.00 x x 0. 0. 0. ( 3) CATHY NORELIUS 1. 00 SECRETARY o.oo x x 0. 0. 0. (4) SUSAN RAFFIELD 1. 00 TREASURER o.oo x x 0. 0. 0. ( 5) BISHOP THOMAS AITKEN 1. 00 DIRECTOR o.oo x 0. 0. 0. ( 6) DAN ANDERSON 1. 00 DIRECTOR o.oo x 0. 0. 0. (7) MIKE ANDERSON 1. 00 DIRECTOR o.oo x 0 • 0. 0. ( 8) REV. ERI C BARRETO 1. 00 DIRECTOR 0.00 x 0. 0. 0. ( 9) ANN BEATTY 1. 00 DIRECTOR 1. 00 x 0. 0. 0. (10) PAUL DOVRE 1. 00 DIRECTOR 1. 00 x 0. 0. 0. (11) JON EVERT 1. 00 DIRECTOR o.oo x 0. 0. 0. (12) NICOLE GRIENSEWIC 1. 00 DIRECTOR o.oo x 0. 0. 0. ( 13) REV. JOHN HOGENSON 1. 00 DIRECTOR o.oo x o. 0. 0. (14) REV. ROLF JACOBSON 1. 00 DIRECTOR o.oo x 0. 0. 0. ( 15) JEN JULSRUD 1. 00 DIRECTOR 0.00 x 0. 0. 0. ( 16) JOHN MATTES 1. 00 DIRECTOR o.oo x o. 0. 0. (17) ARTIE MILLER 1. 00 DIRECTOR o.oo x 0. 0. 0. 332007 10-29--13 Form 990 (2013)
7 15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Form 990 (2013) LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 0872993 - Page 8 I Part VII I Section A. Officers, Directors, Trustees, Kev Employees, and Hi!::ihest Compensated Emplovees (continued)
(A) (B) (C) (D) (E) (F)
Name and title Average Position Reportable Reportable Estimated (do not check more than one hours per box, unless person is both an compensation compensat ion amount of
week officer and a director/trustee) from from related other (list any .9 the organizations compensation
hours for e organization (W-2/1099-MISC) from the "' =
related 0
~ i (W-2/1099-MISC) organization organizations .s -= e and related
I :;.
below ~ I ~! organizations line)
-,. !El §
~ ~ .S!'"E 0 ~ I~ ,£
( 1 8) JOANNE NEGSTAD 1. 00 DIRECTOR o.oo x 0. 0. 0. ( 19) JOAN WANDKE NELSON 1. 00 DIRECTOR o.oo x o. 0. 0. ( 20) ALLEN RASMUSSEN 1.00 DIRECTOR o.oo x 0. 0. 0. (2 1) REV. MARK SKINNER 1. 00 DI RECTOR o.oo x 0. 0. 0. (22 ) BISHOP ANN SVENNUNGSEN 1. 00 DI RECTOR o.oo x 0. 0. 0. (2 3) REV. MARI THORKELSON 1. 00 DIRECTOR 0.00 x 0. 0. 0. (2 4) LORI WALL 1. 00 DIRECTOR o.oo x 0. 0. 0. (2 5) JODI HARP STEAD 40.00 PRESIDENT/CEO 3.00 x 326, 781. o. 60,579. ( 26) PATRICK THUESON 40.00 CHI EF FINANCIAL OFFICER 2.00 x 139,490. o. 23,486.
1b Sub-total ____ ___ _______ __ _______ __ ________ __ ___________ __________ ........... ---····-----···················- .... 466,271. o. 84,065. c Total from continuation sheets to Part VII, Section A ................. ............. .... 1,157,288. 0. 193,865. d Total (add lines 1b and 1c) ···························-···-···-·-····-··---··--·····-·-·····-······ .... 1,623,559. 0. 277,930.
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation f h .... romt e oraarnzat1on 12 Yes No
3 Did the organizat ion list any former officer, director, or trustee, key employee, or highest compensated employee on
line 1 a? If ' Yes,• complete Schedule J for such individual 3 x ............ ..... ...... .. ... .... .. ............ ..... .... .... ... ...... ..... ........ ..................
4 For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? If "Yes, ' complete Schedule J for such individual ·-·- ···· ············-·---·-·---·- 4 x --··-
5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services
rendered to the oraanization? If "Yes,• complete Schedule J for such person ·············· ·····································--·······-·- --······ 5 x Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the orqanization. Report compensation for the calendar year ending with or within the organization 's tax year.
(A) (B) Name and business address Description of services
GORDON C. BENJAMIN, G & L OFFICE BUILDING, ROOM 4, MAJURO, MH 96960 ADOPTION SERVICES LOFFLER MANAGEMENT SOLUTIONS ~ILROOM/OFFICE SUITE 200, BLOOMINGTON, MN 55420 STAFF & SERVICES ROBERT HALF MANAGEMENT RESOURCES TEMPORARY STAFFING P.O. BOX 743295, LOS ANGELES, CA 90074 SERVICES AUTOMATION SOLUTIONS GROUP, 7600 BASS LAKE RD, SUITE 111, NEW HOPE, MN 55428 BUILDING MAINTENANCE B-DIRT LLC 4706 WILDERNESS CT, BRAINERD, MN 56401 BUILDING MAINTENANCE
2 Total number of independent contractors ~ncluding but not limited to those listed above) who received more than
$100 000 of comoensation from the oraanization .... 5 SEE PART VII, SECTION A CONTINUATION SHEETS
332008 10-29-13
15160716 131839 053-02982100 8
2013.06000 LUTHERAN SOCIAL SERVICE OF
(C) Compensation
308,287.
281,622.
193,116.
120,170.
108,085.
Form 990 (2013)
053-3TI1
Form 990 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 I Part VII I Section A. Officers, Directors, Trustees, Key Employees, and Hiqhest Compensated Emplo~ ees (continued)
(A} (B} (C}
Name and title Average Position hours {check all that apply)
per week
~ (list any 0
I ~ hours for 'C ~
0 i related "' ""'
]; organizations .E
I ~ i ~ B
below ~ l § > .!i! line) ~ ""' ~ 0 :c ~
(27) JERALEE SCHOONOVER 40.00 VP - CHIEF SERVICES OFFICER 5.00 x (28) JOYCE NORALS 40.00 CHIEF HUMAN RESOURCE OFFICER 2.00 x (29) KENNETH BORLE 40.00 EXECUTIVE VP FOR OPERATIONS 2.00 x (30) KATHLEEN HANSEN 40.00 VP/CHIEF DEVELOPMENT OFFICER 1. 00 x ( 31) MAUREEN WARREN 40.00 CHIEF FAMILY SERVICES OFFICER 0.00 x (32) BRIGID PETERSON 40.00 DIRECTOR OF COMPLIANCE o.oo x (33) NANCY ROSEMORE - ASSOCIATE VP 40.00 SVCS FOR PEOPLE WITH DISABILITIES 2.00 x (34) WILLIAM MAYHEW 40.00 SR DIRECTOR INFORMATION TECHNOLOGY o.oo x
Total to Part Vll Section A line 1c ..... ............................. ....... ...... ...... ......................
332201 05-01- 13
9
(D} (E} (F}
Reportable Reportable Estimated compensation compensation amount of
from from related other the organizations compensation
organization \'N-2/1099-MISC} from the \'N-211099-MISC} organization
and related organizations
174,322. 0. 28,072.
154,461. 0. 26,406.
196,268. 0. 33,503.
139,863. 0. 22,553.
135,620. 0. 17,333.
129,244. 0. 23, 241.
113,231. 0. 22,234.
114,279. 0. 20,523.
1,157,288. 193,865.
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Fonn 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Page9
Part VIII Statement of Revenue
c heck if Schedule 0 contains a response or note to anv line in th is Part VIII .... .... ... ..... ............. ...... .. ... ............ .... .... ............... D (A) (BJ ((.;)
Revenu~uefxcluded Total revenue Related or Unrelated exempt function business from tax under
sections revenue revenue 512 - 514
"'"' 1 Federated campaigns 1a 1 , 179 , 682. cc a ..... ............. <a :I b Membership dues 1b .... 0 ........... .... .... .... . <:E c Fundraising events 1c 746 , 393. Ul<( ....... .... .... ......... ;!:: ....
d Related organizations 1d 66 '771. ·-<a Cl:: ···········-······ .;E e Government grants (contributions) 1e c: ·-Oen f All other contributions, gifts, grants, and _,_
.... Gl :I..:::: similar amounts not included above 1f 8 , 741,975. .a .... . ..... :so g Noncash contributions included in lines 1a-1f: $ 26 , 838 . c: "O 0 c: .... 10 734 ,821 . () <a h Total. Add lines 1a·1f ............. ... ... .. . ... .........................
Business Code Gl 2a GOV ' T FEES/CONTRACTS 624100 63 013 , 342. 63 013 ,342. 0 > b CLIENT FEES 624100 10 , 565,328. 10 565 ,328. .... Gl Gl :I
PASS THROUGH REVENUES 900099 6 307 ,093. 6 307 ,093. en c: c E~
d <a Gl a,a: 0 e .... fl. f All other program service revenue .... ...... .....
Cl Total. Add lines 2a-2f .......... ........... ................ .. -----·-···- .... 79,885,763.
3 Investment income (Including dividends, interest, and
other similar amounts) .............. ..... .. ...... ...... .. ................ .... 51,165 • 51,165.
4 Income from investment of tax-exempt bond proceeds .... 5 Royalties ··· ··············· ······· ······ ·· ·····-··············· ····· ······ ·· ·· ....
rn Real (io Personal
6a Gross rents 367 , 253. ·····················
b Less: rental expenses ......... 1 671 ,286.
c Rental income or (loss) - 1 304 ,033. ......
d Net rental income or (loss) .... - 1, 304 ,033. - 1 , 304,033. ··········································
7a Gross amount from sales of (Q Securities (iQ Other
assets other than inventory 4 101 ,856. 1 8,388 .
b Less: cost or other basis
and sales expenses 3,963,447. 8 • 740. .........
c Gain or (loss) 138 ,409. 9,648. ... ... ...... .... .... .
d Net gain or (loss) ................. .................................. ..... .... 148 ,057 . 148 ,057 .
Gl Ba Gross income from fundraising events (not ::s
including$ 746,393. c: of Gl > contributions reported on line 1 c). See GI a:
45,465. .... Part IV, line 18 ········· ········· ········· ······ ···· ·· a GI
..:::: b Less: direct expenses .......... ........... .. ....... b 176 , 975. 0
c Net income or (loss) from fundraising events ......... ... ... .... - 131,510 • - 131,510.
9a Gross income from gaming activities. See
Part IV, line 19 ........... ...... ........... ........... a
b Less: direct expenses ........ ................ ... b
c Net income or (loss) from gaming activities .... .. ... ......... .... 10 a Gross sales of inventory, less returns
and allowances a ................. ... ... ....... .... . ....
b Less: cost of goods sold ......... ............ ... b
c Net income or (loss) from sales of inventorv ... ............... .... Miscellaneous Revenue Business CodE
11 a
b
c
d All other revenue .. .. ............... ....................
e Total. Add lines 11 a-11 d ································· ··· ········ · .... 12 Total revenue. See instructions. ······································· .... 89,384,263 . 79 885 ,763. 0. - 1,236,321.
.>.>LU•
10-29-13 Form 990 (2013)
10 15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Form 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0 8 7 2 9 9 3 Pa e 10 Part IX Statement of Functional Expenses
Section 501 (c)(3) and 501 (c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule 0 contains a response or note to any line in this Part IX .. .... .. ...................... ....... ....... ....................... ........... LJ Do not include amounts reported on lines 6b,
(A) (BJ ll'J F ~t1·. Total expenses Program service Management and un ra1s1ng
lb, Bb, 9b, and 10b of Part VIII. expenses general expenses expenses
1 Grants and other assistance to governments and
organizations in the United States. See Part IV, line 21 567,828. 567,828. 2 Grants and other assistance to individuals in
the United States. See Part IV, line 22 ... ...... 1,870,411. 1,870,411. 3 Grants and other assistance to governments,
organizations, and individuals outside the
United States. See Part IV, lines 15 and 16 ... 51,869. 51,869. 4 Benefits paid to or for members ...... ............... 5 Compensation of current officers, directors,
trustees, and key employees ........................ 1,097,211. 1,024,677. 72,534. 6 Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B) .........
7 Other salaries and wages .............................. 43,514,073. 37,385,928. 4,936,664. 1,191,481. 8 Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions) 1,317,046. 1,106,303. 159, 821. 50,922. 9 Other employee benefits ......... ....... .............. 5,841,458. 5,418,769. 282,228. 140,461.
10 Payroll taxes ··· ··································· ·········· 4,701,846. 3,944,093. 621,413. 136,340.
11 Fees for services (non-employees):
a Management ... ..... ........ ..... .... ... ............... ..... b Legal .... ........... .. .... ................................ ....... 114,902. 61,485. 45,366. 8, 051. c Accounting ............. ........ ............... ......... .. .... 110,457. 91,994. 15,159. 3,304. d Lobbying ...... ... ... ..... ................... .................. 1,865. 1,865. e Professional fundraising services. See Part IV, line 17 223,441. 223,441. f Investment management fees .. ...... ................ 22,514. 22,514. g Other. (If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 11g expenses on Sch 0.) 1,727,830. 1,160,587. 531,066. 36,177. 12 Advertising and promotion ···················· ·······
1,841,316. 1,492,439. 200,974. 147,903. 13 Office expenses .. __ ...... ___ .... __ .. . _ .. .. _ .. _ ..... _._. ___ ._ 853,561. 541,584. 292,656. 19, 321. 14 Information technology ...... ....... ........... ......... 1,269,815. 725,245. 448,702. 95,868. 15 Royalties ... _ .... _ .. _ .... _ .... _ .. ___ . ___ ........ _ ... ... __ .... __
16 Occupancy ...... ........ .. ............. ..... ................. 5,034,256. 4,314,018. 613,458. 106,780. 17 Travel 2,497,962. .... .... .... .. ... .. ... ......................... ..... ..... 2,342,395. 121,685. 33,882. 18 Payments of travel or entertainment expenses
for any federal, state, or local public officials
19 Conferences, conventions, and meetings ...... 1,081,834. 626,807. 401,775. 53,252. 20 Interest 200,825. 73,888. 104,711. 22,226.
···············-············ ······· ·· ········· ···· ·· ·· 21 Payments to affiliates ....................................
22 Depreciation, depletion, and amortization ...... 1,138,709. 1,047,179. 91,530. 23 Insurance 465,864. 399,270. 56, 851. 9,743.
········· -····················· ··· ······ ···· ····· ·· 24 Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses in line 24e. If line .. 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) ......
a FOOD 4,109,683. 4,103,627. 4,836. 1,220. b PASS THROUGH EXPENSES 3,816,985. 3,816,985. c VOLUNTEER EXPENSES 2,392,920. 2,357,912. 34,774. 234. d CLIENT EXPENSES 892,812. 882,808. 1,812. 8,192. e All other expenses 409,871. 404,780. 5, 091.
25 Total functional expenses. Add lines 1 through 24e 87,169,164. 74,788,204. 10,014,537. 2,366,423. 26 Joint costs. Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Check here .... D tt followina SOP 98-2 (ASC 958-720)
332010 10-29-13 Form 990 (2013) 11
15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
Fonn 990 (20131 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41- 0 8 7 2 9 9 3 Paae 11 I Part X I Balance Sheet
1
2
3
4
5
6
I/) .... Gl I/) 7 I/)
~ 8
9
10a
11
12
13
14
15
16
17
18
19
20
21 I/) 22 Gl
~ 1i <ti
::::i 23
24
25
26
I/) Gl ()
27 c: <ti iii 28 III "O 29 c: :i u. L 0 I/)
30 .... Gl I/)
31 I/)
~
GI 32 z 33
34
332011 10-29- 13
b
Check if Schedule 0 contains a response or note to anv line in this Part X .............................. .......... ... .................. ............... .......... LJ
Cash - non-interest-bearing .... .................... ..... ... ... .. .......... ...... ............ ..... .... .
Savings and temporary cash investments ..... ............ ......... ...... ....... .......... .. .. .
Pledges and grants receivable, net .. ............ ... .................... ........... ..... ......... .
Accounts receivable, net ..... ..... ............. .. ..... .... ...... .................................... .
Loans and other receivables from current and fonner officers, directors,
trustees, key employees, and highest compensated employees. Complete
Part II of Schedule L
Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501 (c)(9) voluntary
employees' beneficiary organizations (see instr). Complete Part II of Sch L ..... .
Notes and loans receivable, net .............. ........................ ........... ................... .
Inventories for sale or use .. ... ...... ..... ......... ................ .................. .................. .
Prepaid expenses and deferred charges ..................................................... .
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D . . . . . . . . . 10a 7 5 , 8 6 4 , 9 5 6 •
(A) Beginning of year
9,708,767. 1
1,044,854. 2
1,091,148. 3
10,807 ,065. 4
5
6
10,471,529. 7
65,091. 8
596,216. 9
(B) End of year
10,832,268. 844,027.
1,560,390. 16,541,179.
50,000. 61,938.
609,015.
Less: accumulated depreciation . . . .. . . . . . . . . . . . . . 10b 2 3 , 3 0 5 , 3 8 9 • '--~-'-~~~~~~~~+-~--::;--'--,~~~<"=""'"°"-+-~-t-~-::,...:.....,,-,......,...;_,,....,,,-:-_
46;753,360. 10c 52,559,567. 1,531,828. 1,639,065. Investments - publicly traded securities .......... ...... ......... ........ ..... ....... ........... .
Investments - other securities. See Part IV, line 11 ·····- ····-··-······· ·····-· ·······-·-···· Investments - program-related . See Part IV, line 11
Intangible assets ........... ...... .......... ..... ...... ....... ... ...... .. ..... ......... ........ ..... .. .... .
Other assets. See Part IV, line 11 ....................... ......................................... .
Total assets. Add lines 1 throuah 15 (must equal line 34) ............... ............. .
Accounts payable and accrued expenses ... ...... .............. .... ..... ....... ........ ... ... .
Grants payable .... ...... ... ..... ........... ....... ................................... ............... ...... .
Deferred revenue ..................... ........................................ ...... ........ .......... .... .
Tax-exempt bond liabilities .................. ........ ..................... ...... ..................... .
Escrow or custodial account liability. Complete Part IV of Schedule D ...... ..... .
Loans and other payables to current and fonner officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons.
Complete Part II of Schedule L .. ........... ...................................... ................. .
Secured mortgages and notes payable to unrelated third parties ... .... .......... .
Unsecured notes and loans payable to unrelated third parties ....................... .
Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24). Complete Part X of
Schedule D
Total liabilities. Add lines 17 throuah 25 .... .... ................... ... ................. .
Organizations that follow SFAS 117 (ASC 958), check here ..... LXJ and
complete lines 27 through 29, and lines 33 and 34.
Unrestricted net assets .... ........................................................... ....... .......... .
Temporarily restricted net assets ....... .................. .......... ...... ....... ..... ........ .... .
Pennanently restricted net assets ....... ..................................................... .. . Organizations that do not follow SFAS 117 (ASC 958), check here ..... D and complete lines 30 through 34.
Capital stock or trust principal, or current funds .............. ........... ....... .. ...... .... .
Paid-in or capital surplus, or land, building, or equipment fund ................ ....... .
Retained earnings, endowment, accumulated income, or other funds ........... .
Total net assets or fund balances ...... ....... .... ... .... ................ ....... ... ..... .. .... .... .
Total liabilities and net assets/fund balances ................ ............................... .
12
2,693,615.
350,000. 1,593,499.
86,706,972. 9,438,385.
1,434,618. 292,900.
..
22,003,675.
16,032,398. 49,201,976.
9,809,534. 23,711,812. 3,983,650.
37,504,996. 86,706,972.
11
12 2,776,578. 13
14 350,000. 15 1,972,525. 16 89,796,552. 17 10,556,935. 18
19 1,192,628. 20 173,663. 21
22
23 16,965,857. 24
25 17,460,771. 26 46,349,854.
27 15,987,437. 28 24,500,603. 29 2,958,658.
-
30
31
32
33 43,446,698. 34 89,796,552.
Fonn 990 {2013)
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Form 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pa e12 Part XI Reconciliation of Net Assets
Check if Schedule 0 contains a response or note to any line in this Part XI
1
2
3
4
5
6
7
8
9
Total revenue (must equal Part VIII, column (A}, line 12)
Total expenses (must equal Part IX, column {A}, line 25)
1 89,384,263. 2 87,169,164.
Revenue less expenses. Subtract line 2 from line 1 ... ....... ............. ....... ................. ... .......... ..... .... ... ..... ...... . 3 2,215,099. Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ......... ....... .... ...... ... . 4 37,504,996. Net unrealized gains {losses) on investments ... ..... .. .. .................... ....... .... ... .......................................... .. .. . Donated services and use of facilities
Investment expenses
Prior period adjustments ............................................................... ......... ......... .. ...... ... .... ... ........ ... ..... ....... .
Other changes in net assets or fund balances (explain in Schedule 0) ...... ......... .......... ... .. ....... ......... ...... .... . 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
5 -81,487. 6
7
8
9 3,808,090.
column (B)) .... ........ ......... ....... ... ... .................. ...................................................................................... . 10 43,446,698. I Part XIII Financial Statements and Reporting
Check if Schedule 0 contains a response or note to any line in this Part XII
1 Accounting method used to prepare the Form 990: D Cash CXJ Accrual · D Other
If the organization changed its method of accounting from a prior year or checked "Other, " explain in Schedule 0 .
2a Were the organization 's financial statements compiled or reviewed by an independent accountant? ................................ .. . .
If "Yes,· check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
D Separate basis D Consolidated basis D Both consolidated and separate basis
b Were the organization 's financial statements audited by an independent accountant? .................................................. ...... .
If "Yes, • check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both:
D Separate basis CXJ Consolidated basis D Both consolidated and separate basis
c If "Yes· to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant? ......................................... ... .
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0.
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit
Act and OMS Circular A-133? ..... ...... ..... ........ ...... ..... ..... ......... ... ...... ....... ... ... .... .... ............. .......... .... ... .... ...... ... .................. . b If "Yes,· did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits exolain whv in Schedule 0 and describe anv steps taken to underao such audits .. ........ ... .... ...................... .... ... .
3320 12 10-29-13
15160716 131839 053-02982100 13
2013.06000 LUTHERAN SOCIAL SERVICE OF
D Yes No
2a x
2b x
,. ,. 2c X
3a x
3b x Form 990 (2013)
053-3TI1
SCHEDULE A Public Charity Status and Public Support
OMB No. 1545-0047
(Form 990 or 990-EZ) Complete if the organization is a section 501(c){3) organization or a section
4947(a){1) nonexempt charitable trust. 2013
Department of the Treasury lntemaJ Revenue Service
.... Attach to Form 990 or Form 990-EZ. Open to Public
.... lnfonnation about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs. ov/formggo. Inspection Name of the organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Part
The organization is not a private foundation because it is: (For lines 1 through 11 , check only one box.)
1 00 20
A church, convention of churches, or association of churches described in section 170(b){1){A)(i).
A school described in section 170(b)(1){A)(ii). (Attach Schedule E.)
3 0 A hospital or a cooperative hospital service organization described in section 170(b){1)(A)(iii).
40
5 0
sO 10
aO 9 0
A medical research organization operated in conjunction with a hospital described in section 170(b){1)(A)(iii). Enter the hospital's name,
city, and state=----------------------------------------------An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b){1)(A)(iv). (Complete Part 11.)
A federal, state, or local government or governmental unit described in section 170(b){1)(A)(v).
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
section 170(b)(1)(A)(vi). (Complete Part 11.)
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from
activities related to its exempt functions - subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment
income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.
See section 509(a)(2). (Complete Part 111.)
10 0 An organization organized and operated exclusively to test for public safety. See section 509(a){4).
11 0 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a){3). Check the box that
describes the type of supporting organization and complete lines 11 e through 11 h.
a 0 Type I b 0 Type II c D Type Ill - Functionally integrated d D Type Ill - Non-functionally integrated
e D By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than
foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f If the organization received a written determination from the IRS that it is a Type I, Type II, or Type Ill
supporting organization, check this box .... .... ....... .... ................ ...................................................................................................... . g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
0
(i) A person who directly or indirectly controls, either alone or together with persons described in (iO and (iiO below, Yes No
the governing body of the supported organization? ................... ......................................... .......... ... ....... ... ... ... .
(ii) A family member of a person described in (0 above? ........ ... ......... ... ... ... .... .. ............... ............... .................. ...... .
(iii) A 35% controlled entity of a person described in (0 or (ii) above? ............ ........ ..... ... ............. ....... ...... .. ............... . h Provide the following information about the supported organization(s).
(i) Name of supported (ii)EIN (iii) Type of organization iv) Is the organization (v) Did you notify the (vi) Is the (vii) Amount of monetary organization in col. n col. (i) listed in your organization in col. (described on lines 1-9 organization above or IRC section governing document? (see instructions))
Total
LHA For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
332021 09-25- 13
Yes No
14
(i) organized in the support (i) of your support? U.S.?
Yes No Yes No
Schedule A (Form 990 or 990-EZ) 2013
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
41- 0 8 7 2 9 9 3 Pa e 2 1
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part Ill. If the organization fails to qualify under the tests listed below, please complete Part 111.)
Section A. Public Support Calendar year (or fiscal year beginning in) ..... lal 2009 {b)2010 (c) 2011 {d} 2012 (e)2013 (f) Total
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any •unusual grants.") .. ... .
2 Tax revenues levied for the organ·
ization 's benefit and either paid to
or expended on its behalf ...... ......
3 The value of services or facilities
furnished by a governmental unit to
the organization without charge ...
4 Total. Add lines 1 through 3 .... .....
5 The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2"/o of the
amount shown on line 11 ,
column (f) ......... .............. .... ......... 6 Public sunnort. Subtract line 5 from line 4.
Section B. Total Support Calendar year (or fiscal year beginning in) ..... lal 2009 (b) 2010 (c) 2011 (d} 2012 (e)2013 (f) Total
7 Amounts from line 4 ····················· 8 Gross income from interest,
dividends, payments received on
securities loans, rents, royalties
and income from similar sources ...
9 Net income from unrelated business
activities, whether or not the
business is regularly carried on ...
10 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part IV.) ... ... .. .. ..
11 Total support. Add lines 7 through 10
12 Gross receipts from related activities, etc. (see instructions) ···· ······· ······· ··· ·· ·· ········ ······· ·· ···· ··················· ···· 12 I 13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
D
14 Public support percentage for 2013 (line 6, column (f) divided by line 11 , column (f)) . ..... .. . ... . . . ...... ... .. . . . . ... ... t--14-+ __________ %_
15 Public support percentage from 2012 Schedule A. Part II, line 14 .. . ... ... .. . .. . . . ... ..... . ....... .. . .. . . . . .. ... . .. . .. . .. . ... .. . .._15__. ___________ 0;..;..Mi
16a 33 1/3% support test - 2013. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
stop here. The organization qualifies as a publicly supported organization . ....... .. ....... ... .. . . .. . ... .. . .. .. . ... . .. . .... . .. . . .. ... . ...... ....... .. .. .. . . .. . ...... .... D b 33 1/3% support test - 2012. If the organization did not check a box on line 13 or. 16a, and line 15 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... D 17a 10% -facts-and-circumstances test - 2013. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more,
and if the organization meets the •tacts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization
meets the "facts-and-circumstances• test. The organization qualifies as a publicly supported organization .. ... ..... ................ _ ... .. ... . . . .. . .. . . .... D b 10% -facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 100/o or
more, and if the organization meets the •tacts-and-circumstances· test, check this box and stop here. Explain in Part IV how the
organization meets the •tacts-and-circumstances· test. The organization qualifies as a publicly supported organization ... ... ...... .. ... . ...... .... D 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . .. . . . .. .... D
332022 09-25-13
15160716 131839 053-02982100
Schedule A (Form 990 or 990-EZ) 2013
15 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
41- 0 8 7 2 9 9 3 Pa e 3
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to
gualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) ..... (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (fl Total
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ......
2 Gross receipts from admissions, merchandise sold or services per-formed, or facilities furnished in any activity that is related to the organization's taic-exempt purpose
3 Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513 ............... 4 Taic revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf ... .. ... ... .
5 The value of services or facilities
furnished by a governmental unit to
the organization without charge ...
6 Total. Add lines 1 through 5 .........
7a Amounts included on lines 1, 2, and
3 received from disqualified persons b Amounts included on lines 2 and 3 received
. from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year .. ........ ..... ...
c Add lines 7a and 7b ····················· 8 Public suooort /Ouhmetline 7, Imm line 6.l
Sectton B. Total Support Calendar year (or fiscal year beginning in) ..... (a) 2009 (b)2010 (c) 2011 (d)2012 (el 2013 (fl Total
9 Amounts from line 6 ..................... 10a Gross income from interest,
dividends, payments received on securities loans, rents, royalties and income from similar sources ...
b Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975 ............
c Add lines 10a and 1 Ob ........ .... ...... 11 Net income from unrelated business
activities not included in line 10b, whether or not the business is regularly carried on .....................
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ............
13 Total support. (Add lines 9, 10c, 11. and 12.)
14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth taic year as a section 501 (c}(3) organization,
check this box and stop here . . . . . . . . . . . . . . . . .. . . . . . .. . . . . .. . . . . .. .. . . .. . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .. . . . . . . .. . . . . . . ...... D Section C. Computation of Public Support Percentage 15 Public support percentage for 2013 (line 8, column (f} divided by line 13, column (f}} .. . .. ..... .. ... .. . .. .. . . . . . ...... .. . 1--1_5-+-----------~% 16 Public su ort ercenta e from 2012 Schedule Part Ill line 15 .... .. .................... ........... ............ .... ....... 16 % Section D. Computation of Investment Income Percentage 17 Investment income percentage for2013(line10c, column (f} divided by line 13, column (f}} ........ .. .............. 1--1_7-+-----------"~*'
18 Investment income percentage from 2012 Schedule A, Part Ill, line 17 ..... ....... ..... ...... .. .. .. .... .. .......... .. .. . . .. . ~1_8~----------'*-o 19a 33 1/3"/o support tests - 2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ... ........... ................ ..... D b 33 1/3"/o support tests - 2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ... ..... .... ..... D 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . .. . .. . .. . ......... .. . . ..... D 332023 09-25-13 Schedule A (Form 990 or 990-EZ) 2013
16 15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41- 0 8 7 2 9 9 3 Pa e 4
Supplemental Information. Provide the explanations required by Part II , line 1 O; Part II, line 17a or 17b; and Part Ill, line 12.
Also complete this part for any additional information. (See instructions).
332024 09-25-13 Schedule A (Form 990 or 990-EZ) 2013 17
15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Schedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service
Name of the organization
** PUBLIC DISCLOSURE COPY **
Schedule of Contributors ~ Attach to Form 990, Form 990-EZ, or Form 990-PF.
~ Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
LUTHERAN SOCIAL SERVICE OF MINNESOTA Organization type(check one):
Filers of: Section:
Form 990 or 990-EZ CXJ 501 (c)( 3 ) (enter number) organization
D 4947(a)(1) nonexempt charitable trust not treated as a private foundation
D 527 political organization
Form 990-PF D 501 (c)(3) exempt private foundation
D 4947(a)(1) nonexempt charitable trust treated as a private foundation
D 501 (c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.
OMS No. 1545-0047
2013 Employer identification number
41-0872993
Note. Only a section 501 (c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
CXJ For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more ~n money or property) from any one
contributor. Complete Parts I and II.
Special Rules
D For a section 501 (c)(3) organization filing Form 990 or 990-EZ that met the 33 1 /3% support test of the regulations under sections
509(a)(1) and 170(b)(1)(A)(v0 and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2°/o
of the amount on 00 Form 990, Part VIII, line 1 h, or (iO Form 990-EZ, line 1. Complete Parts I and II.
D For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or
the prevention of cruelty to children or animals. Complete Parts I, II, and Ill.
D For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1 ,000.
If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc.,
purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively
religious, charitable, etc., contributions of $5,000 or more during the year ..... .... .. . ... .. . .. .. . . .... .. .. ..... .. .. . . . .. . . .. . ~ $ ________ _
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF),
but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to
certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
323451 10-24-13
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
1 Person [XJ Payroll D
$ 256(330. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
2 Person [XJ Payroll D
$ 226(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
3 Person [XJ Payroll D
$ 225(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
4 Person [XJ Payroll D
$ 181(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
5 Person [XJ Payroll D
$ 178(351. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
6 Person [XJ Payroll D
$ 164(208. Non cash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
19 'ln1.., ncnnn TTTmTTT'!'IT'\1''-T ~",,.,.,.T ,.,'"='n,..,.T,.,T:'I l"\n l'\r'."'"" "')m"T"1
Schedule B (Fonn 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (cl) No. Name, address, and ZIP + 4 Total contributions Type of contribution
7 Person [XJ Payroll D
$ 133l000. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
8 Person [XJ Payroll D
$ 130l552. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
__ 9 Person [XJ Payroll D
$ 120l000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
10 Person [XJ Payroll D
$ lOOlOOO. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (cl)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
11 Person [XJ ---
Payroll D $ 92l000. Noncash D
(Complete Part II for noncash contributions.)
(a) (b) (c) (cl)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
12 Person [XJ Payroll D
$ 77l500. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
20 l"\n1.., nennn TTTmTT~T'\-a ... T ,,",... ..... .,.or ,.,.....,,....__~ ........ ,... ..... " .....
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b} (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
13 Person [X] ---Payroll D
$ 76[353. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
14 Person [X] ---
Payroll D $ 74[919. Noncash D
(Complete Part II for rioncash contributions.)
(a) (b} (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
15 Person [X] Payroll D
$ 66[771. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
16 Person [X] Payroll D
$ 60[533. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
17 Person [X] Payroll D
$ 60[004. Non cash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
18 Person [X] Payroll D
$ 57ll28. Non cash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 21
'ln1 ') ncnnn T TTm'U1::''01\'t.T ,..,...,,T1\T ,..T!'IT\U'T,,T!'I r'\T!'I
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a} (b} (c} (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
_li Person [XJ Payroll D
$ 54£304. Non cash D (Complete Part II for noncash contributions.)
(a} (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
20 Person [XJ Payroll D
$ 54£000. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
21 Person [XJ Payroll D
$ 53£563. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
22 Person [XJ Payroll D
$ 52£500. Non cash D (Complete Part II for noncash contributions.)
(a} (b} ' (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
23 Person [XJ Payroll D
$ 51£971. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
24 Person [XJ Payroll D
$ 51£360. Non cash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
22 'ln1 '> ncnnn T nmt.r'C''D'll'to.T C"t"..,T"T C"'C''DUT,..,'C' r.'C' nr:'l 'lmT1
Schedule B (Fenn 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
25 --- Person [X] Payroll D
$ 5ll009. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
26 Person [X] Payroll D
$ 50[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
27 Person [X] Payroll D
$ 50[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
28 Person [X] Payroll D
$ 50[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
----12 Person [X] Payroll D
$ 49[155. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
_]_Q Person [XJ Payroll D
$ 46[000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
23 "') n 1 ., I\~ f\ f\ f\ T 'T'YtnTTT:I" '1' 'T ,.,,.....,...,- ._ T rtT'!'IT"\"'T"T' ,...~ "~
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
31 Person [XJ Payroll D
$ 40(840. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
32 Person [XJ Payroll D
$ 40(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
33 Person [XJ Payroll D
$ 40(000. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
34 Person [XJ Payroll D
$ 38(936. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
35 Person [XJ Payroll D
$ 36(500. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
36 Person [XJ Payroll D
$ 35(000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
24 "\ n 1 °'l I\~ f\ I\ I\ T TTmTTT"'!'IT"\ ..... T rt"'"'"T".,. "I" t"'f~T"\ ... 'r"T" ,,~ ,..,. .....
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
37 Person [XJ Payroll D
$ 34l370. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
38 Person [XJ Payroll D
$ 33[650. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
_li Person [XJ Payroll D
$ 33l331. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
40 Person [XJ Payroll D
$ 33[090. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
41 Person [XJ Payroll D
$ 30t000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
42 Person [XJ Payroll D
$ 30[000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
25 1 c1~n71c 1~10~0 nc~ n~ao~1nn
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
43 Person CXJ Payroll D
$ 30l000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
44 Person CXJ ---Payroll D
$ 30l000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
45 Person CXJ Payroll D
$ 30l000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
46 Person CXJ Payroll D
$ 29l000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
47 Person CXJ Payroll D
$ 26(412. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
48 Person CXJ Payroll D
$ 26l000. Non cash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF} (2013)
26
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b} (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
49 Person [X] Payroll D
$ 25l520. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
50 Person [X] ---
Payroll D $ 25t000. Noncash D
(Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
51 Person [X] ---
D Payroll
$ 25t000. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
52 Person [X] Payroll D
$ 23l503. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
53 Person [X] Payroll D
$ 23£058. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
54 Person [X] Payroll D
$ 22t000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
27
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
55 Person [XJ Payroll D
$ 21l259. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d} No_ Name, address, and ZIP + 4 Total contributions Type of contribution
56 Person [XJ Payroll D
$ 20l725. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
57 Person [XJ Payroll D
$ 20l650. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
58 Person [XJ Payroll D
$ 20l407. Non cash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [XJ Payroll D
$ 20l298. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
60 Person [XJ Payroll D
$ 20l000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 28
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) {d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
61 Person [X] Payroll D
$ 20(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) {d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
62 Person [X] Payroll D
$ 20(000. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
63 Person [X] Payroll D
$ 18(345. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
64 Person [X] Payroll D
$ 18(223. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) {d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
65 Person [X] Payroll D
$ 17(603. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
66 Person [X] Payroll D
$ 17(400. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 29
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions) . Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
67 Person [XJ Payroll D
$ 17(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
68 Person [XJ Payroll D
$ 16(600. Noncash D (Complete Part II for noncash contributions.)
(a) {b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
_§_2 Person [XJ Payroll D
$ 16(195. Noncash D (Complete Part II for noncash contributions.)
(a} (b) (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
70 Person [XJ ---
Payroll D $ 16(000. Noncash D
(Complete Part II for noncash contributions.)
(a} (b} (c} (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
71 Person [XJ Payroll D
$ 16(000. Noncash D (Complete Part II for noncash contributions.)
(a} (b) (c} (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
72 Person [XJ Payroll D
$ 15(500. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
30
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No_ Name, address, and ZIP + 4 Total contributions Type of contribution
73 Person [XJ Payroll D
$ 15(023. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No_ Name, address, and ZIP + 4 Total contributions Type of contribution
74 Person [XJ Payroll D
$ 15(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No_ Name, address, and ZIP + 4 Total contributions Type of contribution
75 Person [XJ Payroll D
$ 15(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
76 Person [XJ Payroll D
$ 15(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
77 Person [XJ Payroll D
$ 15(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
78 Person [XJ Payroll D
$ 15(000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
31 "~.., """""T".,
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a} (b} (c} (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [XJ Payroll D
$ 15(000. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
80 Person [XJ Payroll D
$ 15(000. Noncash D (Complete Part II for noncash contributions.}
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
81 Person [XJ ---
Payroll D $ 15(000. Noncash D
(Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
82 Person [XJ Payroll D
$ 15(000. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
83 Person [XJ Payroll D
$ 14(500. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
84 Person [XJ Payroll D
$ 14(312. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
32
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No_ Name, address, and ZIP + 4 Total contributions Type of contribution
85 Person [XJ Payroll D
$ 14(209. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No_ Name, address, and ZIP + 4 Total contributions Type of contribution
86 Person [XJ Payroll D
$ 14(200. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
87 Person [XJ Payroll D
$ 14(095. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
88 Person [XJ Payroll D
$ 14(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [XJ Payroll D
$ 13(722. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [XJ Payroll D
$ 13(244. Noncash D (Complete Part II for noncash contributions.)
323452 10-24- 13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
33 nr""" """m"T"1
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
91 Person [X] Payroll D
$ 13[125. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [X] Payroll D
$ 13[000. Non cash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [X] Payroll D
$ 12[905. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
94 Person [X] Payroll D
$ 12[791. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
95 Person [X] Payroll D
$ 12[663. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [X] Payroll D
$ 12[500. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 34
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
97 Person [XJ Payroll D
$ 12l100. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [XJ Payroll D
$ 12l050. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
~ Person [XJ Payroll D
$ 12l006. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
100 Person [XJ ---
Payroll D $ lll600. Noncash D
(Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
101 Person [XJ Payroll D
$ lll445. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
102 Person [XJ Payroll D
$ lll382. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
35 'ln1 ") ncnnn TTTmTTr.tn~'-T """"'T1'T t"'lfT.'IT"liTT'"T",...'r.'I l"'\.T'!'I
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b} (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
103 Person [XJ Payroll D
$ 11£250. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
104 Person [XJ Payroll D
$ 11£203. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
105 Person [XJ Payroll D
$ 11£200. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
106 Person [XJ Payroll D
$ 11£001. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
107 Person [XJ Payroll D
$ lllOOO. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
108 Person [XJ Payroll D
$ 10£900. Noncash D (Complete Part II for noncash contributions.)
323452 10-24- 13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
36 "~.., ..,,,,.,..1
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) {b) (c) {d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
109 Person [X] Payroll D
$ 10l522. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
110 Person [X] ---
Payroll D $ 10l180. Noncash D
(Complete Part II for noncash contribut ions.)
(a) (b) (c) {d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
111 Person [X] Payroll D
$ 10l066. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
112 Person [X] Payroll D
$ lOlOOO. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) {d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
113 Person [X] ---
Payroll D $ lOlOOO. Noncash D
(Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
114 Person [X] Payroll D
$ lOlOOO. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
37
Schedule B (Fann 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
115 Person [XJ Payroll D
$ 10(000. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
116 Person [XJ Payroll D
$ 10(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
117 Person [XJ Payroll D
$ 10(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
118 Person [XJ Payroll D
$ 10(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
119 Person [XJ Payroll D
$ 10(000. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
120 Person [XJ Payroll D
$ 10(000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
38
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b} (c} (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
121 Person [XJ Payroll D
$ 9[993. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
122 Person [XJ Payroll D
$ 9,750. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
123 Person [XJ Payroll D
$ 9,547. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
124 Person [XJ Payroll D
$ 9[500. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
125 Person [XJ Payroll D
$ 9[180. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
126 Person [XJ Payroll D
$ 9[000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 39
",.. "'\ "'\m-r'1
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
127 Person [X] Payroll D
$ 8(528. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
128 Person [X] Payroll D
$ 8 ( 481. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
129 Person [X] Payroll D
$ 8(265. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
130 Person [X] ---
Payroll D $ 8(221. Noncash D
(Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
131 Person [X] Payroll D
$ 8(000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
132 Person [X] Payroll D
$ 8(000. Non cash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
40 ")n1 ") ncnnn TTTmTTT:IT"\1''t.T ,..",,...'T""1'T n-r.1T"\TT"T",...,.... "~
•
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) {b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
133 Person [XJ Payroll D
$ 7(865. Noncash D (Complete Part II for noncash contributions.)
{a) (b) (c) {d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
134 Person [XJ Payroll D
$ 7(600. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
135 Person [XJ Payroll D
$ 7(600. Non cash D (Complete Part II for noncash contributions.)
(a) {b) (c) {d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
136 Person [XJ Payroll D
$ 7(500. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
137 Person [XJ Payroll D
$ 7(500. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
138 Person [XJ Payroll D
$ 7(500. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
41 "')n1.., ncnnn TTTmTTT:IT'"\,.,T ,...,....,..."T",.,. ,... .... ...._ ..... ..,..-.... -.-.
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) {b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
__1_li Person [XJ Payroll D
$ 7.500. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
140 Person [XJ ---
Payroll D $ 7l500. Noncash D
(Complete Part II for noncash contributions.)
(a) {b) (c) {d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
141 Person [XJ Payroll D
$ 7l381. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
142 Person [XJ Payroll D
$ 7,274. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
143 Person [XJ Payroll D
$ 7l259. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
144 Person [XJ Payroll D
$ 7ll00. Noncash D (Complete Part II for noncash contributions.)
323452 10-24- 13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
42
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) {b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
145 Person [X] Payroll D
$ 7 000. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d) No_ Name, address, and ZIP + 4 Total contributions Type of contribution
146 Person [X] ---Payroll D
$ 61912. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No_ Name, address, and ZIP + 4 Total contributions Type of contribution
147 Person [X] ---
Payroll D $ 61894. Non cash D
(Complete Part II for noncash contributions.)
(a) (b) (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
148 Person [X] ---
Payroll D $ 6,796. Noncash D
(Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
149 Person [X] Payroll D
$ 61550. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
150 Person [X] Payroll D
$ 61500. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
43
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
151 Person [XJ Payroll D
$ 6(452. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
152 Person [XJ Payroll D
$ 6(315. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
153 Person [XJ Payroll D
$ 6(300. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
154 Person [XJ Payroll D
$ 6(300. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
155 Person [XJ Payroll D
$ 6(215. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
156 Person [XJ --- D Payroll
$ 6(035. Noncash D (Complete Part II for noncash contributions.)
323452 10-24- 13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
44 ?n1 ~ ni:;nnn T .TT'T'UM'"D?."t.T C!f\f"1T7'T . C!'C''C"tTTl"'"C' l"\"C' f\C:') 'lmT1
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No_ Name, address, and ZIP + 4 Total contributions Type of contribution
157 Person [XJ Payroll D
$ 6t000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and Z.IP + 4 Total contributions Type of contribution
158 Person [XJ Payroll D
$ 6t000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
159 Person [XJ Payroll D
$ 6t000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
160 Person [XJ Payroll D
$ 6t000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
161 Person [XJ Payroll D
$ 6t000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
162 Person [XJ Payroll D
$ 6t000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 45
'>n1 "'l ne::nnn TTTmU'C'n'll"T C'l"\,.,T'llT C''C'T">TTT,.,T!l l"\T'!t
Schedule B (Form 990, 990-EZ, or 990-PF} (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) {b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
163 Person [XJ Payroll D
$ 5[900. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
164 Person [XJ Payroll D
$ 5[900. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
165 Person [XJ Payroll D
$ 5[867. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) {d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
166 Person [XJ Payroll D
$ 5[860. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
167 Person [XJ ---
Payroll D $ 5[825. Noncash D
(Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
168 Person [XJ Payroll D
$ 5,771. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
46
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
169 Person [X] Payroll D
$ 5l600. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
170 Person [X] Payroll D
$ slsoo. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
171 Person [X] Payroll D
$ Sl475. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
172 Person [X] ---
D Payroll
$ Sl400. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
173 Person [X] Payroll D
$ Sl384. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
174 Person [X] Payroll D
$ Sl320. Noncash D (Complete Part II for noncash contributions.)
323452 10-24- 13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
47 '>n1 'l ni::::nnn T .TTITIU"C"071"11.T C'",,T7\T C'l'Cl"D'!TT,.,'CI "'Cl n~".I ".lmT1
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if addit ional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
175 Person [XI Payroll D
$ 5[160. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
176 Person [XI Payroll D
$ 5[057. Noncash D (Complete Part II for noncash contribut ions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
177 Person [XI - --
Payroll D $ 5[030. Noncash D
(Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
178 Person [XI Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
179 Person [XI Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
180 Person [XI Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contribut ions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
48
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
181 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
182 Person [XJ ---Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
183 Person [XJ ---
Payroll D $ 5[000. Noncash D
(Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
184 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d} No. Name, address, and ZIP + 4 Total contributions Type of contribution
185 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
186 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24.13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
49 "In 1 ') n c n n n T TTmTT..,.n.,. ... T ~r\r"T.,. T ~..,.MTTTr"..,. ,.....,. nc:'l 'lmT1
Schedule B (Form 990, 990·EZ, or 990·PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
187 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
188 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) {d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
189 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) {b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
190 Person [XJ Payroll D
$ 5[000. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
191 Person [XJ Payroll D
$ 5[000. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
192 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
50 ") n 1 ') n c n n n T TTmU'C'n 'II ~T Ctf"\,.,T 'II T Ct'C'T>~TT,.,'C' f"\'C' n c: 'l 'lmT1
Schedule 8 (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
193 Person [XJ Payroll D
$ 5Looo. Non cash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
194 Person [XJ Payroll D
$ 5t000. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
195 Person [XJ Payroll D
$ 5Looo. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c} (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
196 Person [XJ Payroll D
$ 5looo. Noncash D (Complete Part II for noncash contributions.)
(a} (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
197 Person [XJ Payroll D
$ 5looo. Noncash D (Complete Part II for noncash contributions.)
(a) (b} (c) (d}
No. Name, address, and ZIP + 4 Total contributions Type of contribution
198 Person [XJ Payroll D
$ 5looo. Noncash D (Complete Part II for noncash contributions.}
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 51
')()1 "l ncnnn T .TTl11U1"'Dl\l.T C!f'\f"'Tl\T . C!M''D"ITTf"'~ ()M'
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if addit ional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
199 Person [XJ Payroll D
$ slooo. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
200 Person [XJ Payroll D
$ slooo. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
201 Person [XJ Payroll D
$ slooo. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
202 Person [XJ Payroll D
$ slooo. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
203 Person [XJ Payroll D
$ slooo. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
204 Person [XJ Payroll D
$ slooo. Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
52 "} n 1 ') n c n n n T TTmU-r:tn 'I\ .,.T C<l"\,,T 'I\ T l"IT:lnTTT,,..,. ,...,,..,.
Schedule B (Form 990, 990-EZ, or990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
205 Person [XJ Payroll D
$ 5looo. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
206 Person [XJ Payroll D
$ 5looo. Non cash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
207 Person [XJ Payroll D
$ 5looo. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
208 Person [XJ Payroll D
$ 5looo. Noncash D (Complete Part II for noncash cont ributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
209 Person [XJ Payroll D
$ 5looo. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
210 Person [XJ Payroll D
$ 5looo. Noncash D (Complete Part II for noncash contributions.)
323452 10-24- 13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
53 ?.01 ~ - n1rnnn T.TT'l'HF."RAN 80~TAL SERVICE OF 053-3TI 1
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No_ Name, address, and ZIP + 4 Total contributions Type of contribution
211 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
212 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
213 Person [XJ ---
Payroll D $ 5[000. Noncash D
(Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
214 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
{a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
215 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
216 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
323452 10-24- 13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 54
">n1 'l nt:nnn T .TTITIU"C'Ull-...T Q",,Tl\T. Q"C'DUT,,"C' ""C'
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page2
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
217 Person [XJ ---Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
218 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
219 Person [XJ Payroll D
$ 5[000. Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person D ---Payroll D
$ Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person D ---Payroll D
$ Noncash D (Complete Part II for noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person D ---Payroll D
$ Noncash D (Complete Part II for noncash contributions.)
323452 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 55
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page3
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) (c)
No. (b) FMV (or estimate)
(cf)
from Description of noncash property given (see instructions}
Date received Part I
---
$
(a} (c)
No. (b) FMV (or estimate}
(d) from Description of noncash property given
(see instructions) Date received
Part I
- --
$
(a} (c)
No. (b) FMV (or estimate}
(cf) from Description of noncash property given
(see instructions} Date received
Part I
---
$
(a) (c)
No. (b) FMV (or estimate)
(d) from Description of noncash property given Date received Part I
(see instructions)
---
$
(a) (c)
No. (b} FMV (or estimate)
(cf) from Description of noncash property given
(see instructions} Date received
Part I
---
$
(a) (c)
No. (b) FMV (or estimate)
(cf) from Description of noncash property given
(see instructions) Date received
Part I
---
$ 323453 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
56 ..., n 1 "J n c n n n T .TT.,.,Ut;tO 11 ""T cn,,T 1\ L Ql<'OUT ,,ti' ()ti'
Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page4
Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993 Part Ill Exclusively religious, charitable , etc., individual contributions to section 501(c){7), (8), or (10) organizations that total more than 1,000 for the
year. Complete columns (a) through (e) and the following line entry_ For organizations completing Part 111, enter the total of exclusively religious, charitable, etc., contributions of $1 ,000 or less for the year. (Enter this information once.) .... $ __________ _ Use duolicate cooies of Part Ill if additional soace is needed.
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
---
(e) Transfer of gift
Transferee's name address and ZIP + 4 Relationship of transferor to transferee
(a)No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
---
(e) Transfer of gift
Transferee's name address and ZIP + 4 Relationship of transferor to transferee
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
---
(e) Transfer of gift
Transferee's name address and ZIP + 4 Relationshio of transferor to transferee
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
---
(e) Transfer of gift
Transferee's name address and ZIP + 4 Relationship of transferor to transferee
323454 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 57
"n 1 'J n c n n n T TTm'U''C''D ""-T ~f'\f'"IT" T ~'C''O~TTf'"l'C' l'\'C' nc::-::i _ -::imT1
SCHEDULE C (Form 990 or 990-EZ)
Political Campaign and Lobbying Activities For Organizations Exempt From Income Tax Under section 501(c) and section 527
OMB No. 1545-0047
2013 Department of the Treasury Internal Revenue Service
..... Complete if the organization is described below. ..... Attach to Form 990 or Form 990-EZ ..... See separate instructions. ..... Information about Schedule C (Form 990 or 990-EZ) and its Open to Public
Inspection instructions is at ·
If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
• Section 501 (c}(3) organizations: Complete Parts l·A and 8. Do not complete Part l·C.
• Section 501 (c) (other than section 501 (c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part l·B.
•Section 527 organizations: Complete Part l·A only.
If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
• Section 501 (c)(3) organizations that have filed Form 5768 (election under section 501 (h}): Complete Part llA Do not complete Part ll ·B.
• Section 501 (c)(3) organizations that have NOT filed Form 5768 (election under section 501 (h)): Complete Part ll·B. Do not complete Part llA
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax} or Form 990-EZ, Part V, line 35c (Proxy Tax), then
•Section 501 c 4 5 Name of organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 omplete i the orgamzat1on 1s exempt under section 501 c or 1s a section 5 7 organization.
Provide a description of the organization's direct and indirect political campaign activities in Part IV.
2 Political expenditures ... .......... ................. ............. ................. ......... ........... ... .. .... ........................................... ..... $ ----------=O_. 3 Volunteer hours .. . . . . . . .. . . .. . . ... ..... .. . . . . .. . .. . ...... .. . .. ... . .. .. . . .... .... .. . . .. . .. ... . .. . .. . .. . ... .. . . .. .. . . . . .. . . . ... . .. ....... .. ... . ...... ...... .. . .. . 0 •
I Part 1-B I Complete if the organization is exempt under section 501 (c){3). Enter the amount of any excise tax incurred by the organization under section 4955 ................ ............. ....... ... ..... $ 0 •
--------~-2 Enter the amount of any excise tax incurred by organization managers under section 4955 ........ ........... ......... .. ..... $ 0 • 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ............ .......... ... .... .......... ............... -.. -. -,.LJ-~Y-e-s---,...LJ-.-N-o-4a Was a correction made? ..... ......... ... .... ..... ............................................ ...... ..... .................... ..................................... .. . [] Yes LJ No
b If ' Yes,' describe in Part IV. I Part 1-C I Complete if the organization is exempt under section 501 (c}, except section 501 (c)(3)_
1 Enter the amount directly expended by the filing organization for section 527 exempt function activities ............ ..... $ ----------2 Enter the amount of the filing organization 's funds contributed to other organizations for section 527
exempt function activities ...... ....... ........... .................. ......... .... .... .. ... ...... ... ... ... ...... ........ .............. ....... ........... . ..... $ ----------3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b ..... ... .... .... .. .... ............. ............... ...... ......... ........ .... .......... .... ............ ............... ................... ... ...... ....... ..... $ 4 Did the filing organization file Form 1120-POL for this year? .... ... ......... ..... ... .. ........ ...... ........ ................ .................... -.. -. ~LJ-~Y-e-s-~LJ-.-N-o-5 Enter the names, addresses and employer identification number (EIN} of all section 527 political organizations to which the filing organization
made payments. For each organization listed, enter the amount paid from the filing organization 's funds. Also enter the amount of political
contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a
political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b)Address (c)EIN
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ
LHA
332041 11--08-13
58
(d) Amount paid from (e) Amount of political filing organization 's contributions received and
funds. If none, enter -0·. promptly and directly delivered to a separate political organization.
If none, enter -0-.
Schedule C (Form 990 or 990-EZ) 2013
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
41- 0 8 7 2 9 9 3 Pa e 2
A Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
B c ..,... D if rr h ked b A d ·r · d t 1· heck the 1 1nq orqarnzatlon c ec ox an 1mite con ro prov1s1ons aorny.
Limits on Lobbying Expenditures (a) Filing {b) Affiliated group
organization's totals (The term "expenditures" means amounts paid or incurred.) totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) .......... .. ... .. ........ ... ..
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................... ......
c Total lobbying expenditures (add lines 1 a and 1 b} ........................ .. ... ...... ........ .... .......... .......... .. ...
d Other exempt purpose expenditures ..... ... ....... ........... ... ......... ........ ....... .... .................. ..... .. ........
e Total exempt purpose expenditures (add lines 1c and 1d) ·······-········· · · · ····· · ···············--·· · ·-············
f Lobbyinq nontaxable amount. Enter the amount from the followinq table in both columns.
If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is:
Not over $500,000 20"/o of the amount on line 1 e.
Over $500,000 but not over $1 ,000,000 $100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000 $175,000 plus 100/o of the excess over $1 ,000,000
Over $1 ,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000 $1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1 f) ... .. .. ..... ..... ... .. ... .................... .. ....... ...... ......
h Subtract line 1 g from line 1 a. If zero or less, enter -0- ···········-··········· ·· ····· ···· ······ ······· ··················· i Subtract line 1f from line 1 c. If zero or less, enter -0- .. ..... .... .. .... ............ .... .. .... ...... .. .. .... ................
If there is an amount other than zero on either line 1 h or line 1 i, did the organization file Form 4 720
reporting section 4911 tax for this year? .................................................................... .............................................. D Yes DNo 4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (a) 2010 (b) 2011 (c) 2012 (d) 2013 (or fiscal year beginning in)
2a Lobbying nontaxable amount
b Lobbying ceiling amount
(150% of line 2a, column(e))
c Total lobbyinq expenditures
d Grassroots nontaxable amount
e Grassroots ceiling amount (150% of line 2d, column (e)) : ..
f Grassroots lobbvinq expenditures
(e)Total
Schedule C (Form 990 or 990-EZ) 2013
332042 11-08-13
15160716 131839 053-02982100 59
2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993 Pa e3 omp ete 1 t e orgamzat1on 1s exempt un er section
(election under section 501 (h)).
For each ' Yes,' response to lines 1a through 1i below, provide in Part /Va detailed description (a) (b}
of the lobbying activity. Yes No Amount
1 During the year, did the filing organization attempt to influence foreign, national, state or
local legislation, including any attempt to influence public opinion on a legislative matter
or referendum, through the use of:
a Volunteers? x ···········································-···-······································ ···· ·············· ···················· ·····
b Paid staff or management ~nclude compensation in expenses reported on lines 1 c through 1 ij? x ·-·
c Media advertisements? x ............ .............................. ...... ........ ... ....... .. . .......... ........... ... ............ .. ....
d Mailings to members, legislators, or the public? x ···················-······················-································
e Publications, or published or broadcast statements? x ........................................................ ..........
f Grants to other organizations for lobbying purposes? x ............................. ... ..... .. .... ... ............ .. .... ..
g Direct contact with legislators, their staffs, government officials, or a legislative body? ................. . x 1,865. h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? .. ... ..... .. x i Other activities? x ........... ................................ .. .. ............................ .... .. ... ... .. .... ................ ...........
j Total. Add lines 1c through 1i ..... .... ........... .. ....... ..................................................... .................... 1,865. 2a Did the activities in line 1 cause the organization to be not described in section 501 (c)(3)? x .. ..........
b If "Yes,· enter the amount of any tax incurred under section 4912 ..... ... ........... .............................
c If "Yes,• enter the amount of any tax incurred by organization managers under section 4912 .........
d If the filinq orqanization incurred a section 4912 tax did it file Form 4720 for this vear? .. ................
I Part Ill-A I Complete if the organization is exempt under section 501 (c)(4), section 501 (c)(S), or section 501(c)(6).
Yes No
1 Were substantially all (90".Ai or more) dues received nondeductible by members? .. ........... ...................................... 1
2 Did the organization make only in-house lobbying expenditures of $2,000 or less? ...................................... .......... 2
3 Did the orqanization aqree to carrv over lobbvinq and political expenditures from the prior vear? ··························· 3 I Part 111-B I Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501 (c)(6) and 1f either (a) BOTH Part Ill-A, lines 1 and 2, are answered "No," OR (b) Part Ill-A, line 3, is answered "Yes."
1 Dues, assessments and similar amounts from members ·······-···--················--······ ···· ······················ ·· ·· ······ ····· ········· 1--1__,1--------2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f} tax was paid}.
a Current year ·· ··············· ··············· ····· ······ ············· ··· ········· ····· ············ ·· ·· ······ ···················· ·········-·-·· ··········-········· · 1--2a--11-------
b Carryover from last year ·· ········ ···· ····· ······························ ························ ·-·············-··-················- ··········· ·· ··· ······· 1--2b--11--------c Total 2c
1----11--------3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .................. 1--3--11--------
4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political
expenditure next year? ............... .. ...................................................................................... .... ...... .... ....... ........... 1--4--11--------
5 Taxable amount of lobbvinq and political expenditures (see instructions) ... -------··--·······--··--···-········-· ·· ···· ·· ··· ···· ······ 5 !Part IV I Supplemental Information Provide the descriptions required for Part I-A, line 1; Part 1-8, line 4; Part l·C, line 5; Part II-A (affiliated group list); Part 11-A. line 2; and Part 11-8, line 1.
Also, complete this part for any additional information. PART II - B, LINE 1, LOBBYING ACTIVITIES:
THE ORGANIZATION GENERATES SUPPORT FOR PUBLIC POLICIES AT
THE LOCAL, STATE, AND FEDERAL LEVELS THAT ADVANCE THE ORGANIZATION'S
VISION TO ENSURE ALL PEOPLE HAVE THE OPPORTUNITY TO LIVE AND WORK IN
THEIR COMMUNITY WITH DIGNITY, SAFETY, AND HOPE. ADVOCACY IS CONDUCTED
THROUGH THE FOLLOWING PRIMARY STRATEGIES:
332043 11-08-13
60
(1) THE EFFECTIVE USE OF Schedule C (Form 990 or 990-EZ) 2013
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
ScheduleC Form990or990- 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0 8 7 2 9 9 3 Pa e 4
Part IV Supplemental Information (continued)
STAFF CLIENT EXPERTS AND COLLABORATION OF VOICES TO ADVANCE POLICY
PRIORITIES AT THE STATE CAPITAL; AND (2) GRASSROOTS ENGAGEMENT WITH
CHURCH AND OTHER SUPPORTERS WHO GIVE, SERVE, AND ADVOCATE TO INSPIRE
HOPE, CHANGE LIVES, AND BUILD COMMUNITY.
332044 11 -08- 13
61
Schedule C (Form 990 or 990-EZ) 2013
15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
SCHEDULE o Supplemental Financial Statements (Form 990) ..,_Complete if the organization answered "Yes," to Form 990,
OMB No. 1545-0047
2013 Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
Department of the Treasury .... Attach to Form 990. Internal Revenue Service .... Information about Schedule 0 (Form 990) and its instructions is at .., .. n., ir<:
Open to Public Inspection
Name of the organization Employer identification number LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
I Part I I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.complete if the
organization answered ' Yes' to Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts
1
2 Total number at end of year ............................................ .
Aggregate contributions to (during year)
3 Aggregate grants from (during year)
4 Aggregate value at end of year ... ................................... .
5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization 's property, subject to the organization's exclusive legal control? ... ............................................. ...... D Yes
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
im ermissible rivate benefit? ...... ..... .......... ....... .... .... .. ..... ..... ... .. ........................... .. .......... .... ....... .... ........................ D Yes
Part II Conservation Easements. Complete if the organization answered ' Yes ' to Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply).
D Preservation of land for public use (e.g., recreation or education) D Preservation of an historically important land area
D Protection of natural habitat D Preservation of a certified historic structure
D Preservation of open space
DNo
DNo
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
Held at the End of the Tax Year
a Total number of conservation easements 2a
b Total acreage restricted by conservation easements ......................................................... ....... ...... ....... . 2b
c Number of conservation easements on a certified historic structure included in (a) ........ ... ....... ........ ......... . 2c
d Number of conservation easements included in (c) acquired after 8/17 /06, and not on a historic structure
listed in the National Register ............. .................... ........................................................................... .... . . 2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year .... _____ _
4 Number of states where property subject to conservation easement is located .... -------
5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds? ... ............................................................. .... ....... D Yes 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year..,_
7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year..,_ $ -------
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(O
and section 170(h)(4)(B)(iQ? ................................ .. ..................................................................................... .. ............... . D Yes
DNo
D No
9 In Part XIII , describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization 's accounting for
conservation easements. I Part Ill I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes ' to Form 990, Part IV, line 8.
1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII ,
the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to these items:
(i) Revenues included in Form 990, Part VIII , line 1 ....... ....... ....... ... ........ .. ... ........ ...... .. ........ .. ...... .... ..... ..... . ..,_ $ ----------
(ii) Assets included in Form 990, Part X ....................... ........ ... ...... .. .... ........ ..... .... .. .... ... ...... ... ... .... ...... ..... ..,_ $ ----------2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a Revenues included in Form 990, Part VIII , line 1 ... .. ... .......... .. ........... . ... .............................. ............ ......... .... .... $ ----------b Assets included in Form 990, Part X ........................................................ .................... .. ..... .... .. ......... .... ... ..,_ $ ----------
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62
Schedule D (Form 990) 2013
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ScheduleD Form990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pa e2
Part Ill Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Asset~continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
a D Public exhibition
b D Scholarly research
c D Preservation for future generations
d D Loan or exchange programs
e D Other ~----------------------
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII .
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as art of the or anization's collection? .................................... D Yes D No
Part IV Escrow and Custodial Arrangements. Complete if the organization answered 'Yes· to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21 .
1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X? ............. ....... .... ............... ............................................................................................................ CXJ Yes DNo
b If 'Yes,• explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ... ... .. . .... ..... ... .. . . . . . . . .. . .. .. .. .. . . . . . . ... . ... .. . .. . . . .... ... .. . ...... .. . .. . . . ... . .. . .. ... . . . ... . . .. .. .... ... .. . .. . .. . ... 1--1_c-+----3-=-0...;.,~6~6~0~,'-0..,....,,4~0~. d Additions during the year .... .. .. ... ... . . . . . . ... . ... ... .. . .. ... . .. . .. . . . ....... .. .. . . . . .... ... .. .. .. .. ... . .. . .. .. ..... .. . .. . ......... .. ... ... . . . . ,__1_d ____ 3_,_1_7_5_,_1_9_2~. e Distributions during the year ..................... ......................................... ....... ............... ........... ... ......... ....... 1--1_e-+----=-=--=~=---=-"="'O~. f Ending balance ..... . .. .. . . ...... ........ ... . . . . . . ....... .... . .. . . .. . .. . .. .. . . ...... .. . .. ... ... . .. ... ... .... .. . ... .. .... .. . .. . ........... .. . . . . . .. . . . . ...._1_f_.__~-3~3...;.,_8_3_5_,,_2~3_2_.
2a Did the organization include an amount on Form 990, Part X, line 21? No
b f If 'Yes • explain the arranaement in Part XIII. Check here i the explanation has been provided in Part x Ill .... .... ..... .... ... ................... D I PartV I Endowment Funds. Complete ifthe organization answered 'Yes' to Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d} Three years back
1a Beginning of year balance 1, 482 ,574. 1,337,689. 1,127,093. 1,173,907. ............... ......
b Contributions 121 '779. 215. 291. 165. ·····················-····················
c Net investment earnings, gains, and losses 146 ,378. 157,697. 221,805. - 35,716.
d Grants or scholarships .... ..... ....... .. .........
e Other expenditures for facilities
and programs ........ .. ..... ........................
f Administrative expenses 13 ,955. 13,027. 11,359. 10 ,762. ...... ..... ..... ... .. ...
g End of year balance 1,736,776. 1 482 ,574. 1,337,689. 1 127 ,594. ···· · ·············· -··-·······
2 Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as:
a Board designated or quasi-endowment ~ • 0 0 %
b Permanent endowment ~ 1 0 0 • 0 0 %
c Temporarily restricted endowment~ • 0 0 %
The percentages in lines 2a, 2b, and 2c should equal 100"/o.
3a Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
(i) unrelated organizations ............................................................... .... .......... .. ........ .. ....... ...... ........ ..... .... ..... .... ............... .
(ii) related organizations ................................................................................ .. ..... .. .... .. ..... .... ...... ................. .... ..... ........ .. .
b If 'Yes' to 3a(iQ, are the related organizations listed as required on Schedule R? ..... ...... ........... .. ...... .. ..... .. .. ... .. ...... .. ...... .... . .
4 Describe in Part XIII the intended uses of the or anization 's endowment funds. Part VI Land, Buildings, and Equipment.
Complete if the organization answered ' Yes• to Form 990, Part IV, line 11 a. See Form 990, Part X, line 10.
Description of property (a) Cost or other (b) Cost or other (c) Accumulated basis ~nvestment) basis (other) depreciation
1a Land 4,656,371. ·· · ·· ········· ···· ··· ··········· ····· ···· ···· ·· ········ ·····
(e) Four years back 1 083 ,389.
664.
131,057.
41,203.
1 ,173,407.
Yes No
3a(i) x 3a(ii) x 3b
(d) Book value
4,656,371.
b Buildings .... ... ............................................... 55,458,574. 15,572,330. 39,886,244.
c Leasehold improvements ..............................
d Equipment ······································ ············· 12,350,997. 6,046,857. 6,304,140.
e Other .................. .... ................ .. .................... 3,399,014. 1,686,202. 1,712,812.
Total. Add lines 1 a throuqh 1 e. (Column (d) must equal Form 990, Part x; column (B), line 10(c).) ............ .. ..... .... ............. .... 52,559,567.
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Schedule D (Form 990) 2013
63
2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Schedule D Form 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993 Pa e3 Part VII Investments - Other Securities.
Complete if the organization answered "Yes" to Form 990, Part IV, line 11 b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security) (b) Book value (c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives ·· ·· ········································· (2) Closely-held equity interests .... ...... . .... .. ....... .. ... ....
(3) Other
(A)
(B)
(C)
(D)
(El
(F)
(G)
(H)
Total. (Col. (b) must equal Form 990, Part X, col. (B) line 12.) ~
I Part VIII I Investments - Program Related. Comolete ifthe oroanization answered "Yes " to Form 990, Part IV, line 1c. S F 990 P X r 13 ee orm art , 1ne
(a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Col. (b) must equal Form 990, Part X, col. (B) line 13.) ~
I Part IX I Other Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 11 d . See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col. (BJ line 15.) ...... ............ ....... ....... ........ ..................... ....... .. ............. ~
I Part X I Other Liabilities. Complete if the organization answered "Yes • to Form 990, Part IV, line 11 e or 11 f . See Form 990, Part X, line 25.
1. (a) Description of liability (b) Book value
(1) Federal income taxes
~l ACCRUED MINIMUM PENSION LIABILITY 14 I 253 I 401. ..
(3) CONDITIONAL GRANTS 1,760,180. (4) ASSET RETIREMENT OBLIGATION 3,642. ffil OBLIGATION UNDER TRUST AGREEMENT 1,073,654. (6) CAPITAL LEASE OBLIGATION 369,894. (7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) .............. . ~ 17 ,460, 771. 2. Liability for uncertain tax positions. In Part XIII , provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII CXJ Schedule D (Form 990) 2013
332053 09-25-13
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2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
ScheduleD Form990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pa e4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered 'Yes ' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ... ... ................................. ... ....... ...... . 1 113,973,414.
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments ........ .. ... . . .. . .. .. . . . . . .. . .. . . . . . . . .. . . . . . . .. . ... .. ..... .... .. 1--2a---4 ___ -_8_1.....;,_4_8_7--l. b Donated services and use of facilities .... ... .... ... .. ....... .. .. .... .... ............... ...... ......... . 2b
c Recoveries of prior year grants .. . . . . ...... .. . . . . .. ... .. . . . . . .. . .. .. . . . . . . . . .. ... . . ...... .... ..... .. ... .. . 1--2_c-+---~~-~--l d Other (Describe in Part XIII.) ... .. . . . ....... .. . .. ... . ..... ... ... ... ... .. .. . . .. .... ......... . ...... .. ... ... . 2d 31 , 0 8 2 , 4 3 5 • e Add lines 2a through 2d ... .............. .. . ... ... . .. . .... ..... .. . .. ...... .. . . . . . . . . ... ... .. .. .... .. ........ .. ... . ......... ...... .. . ... ...... .. . ... . . .... 1--2e---4~3~1~,'--0~0~0-',_9~4~8_.
3 Subtract line 2e from line 1 ...... .. ... . .. . . . ... ... . .. ..... . ... ... .... ... .. .. . .. . . . . ... . .. ... ... ... .......... .. ...... ... ... . ..... ... . .. . .. . ... .. . ... .. .... t--3-i_8_2_,_9_7_2_,_4_6_6_. 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b ........................ I 4a I 2 2 , 514 • b Other (Describe in Part XIII.) ...... ................ ..... .................... ....... ........................ 4b 6 , 3 8 9 , 2 8 3 • c Add lines 4a and 4b . . . . . . . . .. . . . . . . . . . . . . . . . . . . . • • . . . . • • . . . . . . . . . . . . . . . . • • . . . . . . . . • . . . . . . . . . . . . . • . . . . • . . . • . . . • . . . . . . . . . • . . • . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 4c 6 , 411 , 7 9 7 •
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ..... .. ... . .. . .. . . . . .. .. . . . . . . . . .. . .. . .. . .. . .. ..... 5 8 9 , 3 8 4 , 2 6 3 • I Part XII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Complete ifthe organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ............. ....... ... ... .. .. ......... ....................................... 1 111 , 8 2 9 , 9 2 7 • 2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities . . ... . ..... ..... ... ..... ...... ... .. ... . . . . ..... .. ... ........ ...... ,__2a___. ______ ___, b Prior year adjustments .. .. . ... .... .. . ... .. ... .. . . .. .. .. . . .... ...... .. ... . .. . .. . . . .. . . ... .. . .. . .. . .. ... . ... ... t--2_b-+---------l c Other losses .. ..... ............. .................................................... ................ ....... ....... ,__2_c-+-~-------1 d Other (Describe in Part XIII.) ............. . ..... ......... ................................... ..... .. ........ 2d 3 0 , 9 9 0 , 3 7 0 • e Add lines 2a through 2d ........................................................ ............... ............. ............ _......... .. ...... ... .... ...... .. 2e 3 0 , 9 9 0 , 3 7 0 •
3 Subtract line 2e from line 1 3 8 0 , 8 3 9 , 5 5 7 • 4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII , line 7b .. . . .... ... . ... ... .. .... li--4a---41-~-~2~2~,'--5~1~4--l. b Other (Describe in Part XIII.) .. . .. .. . ... .... .. . . . .... ......... .. . . . . .. . .. . . . .. . .. . . . . ..... ..... ... .. . . .. .. . i......;4b.;;;....& __ 6-','-3_0_7-','-0_9_3-l. c Add lines 4a and 4b 4c 6,329,607. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . t---t~......---.,......,......,.,...--,.--,.-.--
5 Total exoenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . . . . . . . . . . . . .. . . .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . 5 8 1 , 1 b ~ , 1 b 4 • I Part Xllll Supplemental Information. Provide the descriptions required for Part II , lines 3 , 5, and 9; Part Ill , lines 1 a and 4; Part JV, lines 1 band 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII , lines 2d and 4b. Also complete this part to provide any additional information.
PART IV, LINE lB:
THE ORGANIZATION PROVIDES GUARDIANSHIP AND CONSERVATORSHIP
SERVICES FOR VULNERABLE ADULTS THROUGHOUT THE STATE OF MINNESOTA. FOR
THESE SERVICES, THE COURT ORDERS THE APPOINTMENT OF A PERSON OR AGENCY TO
ACT AS A SUBSTITUTE DECISION MAKER FOR AN INDIVIDUAL. THE ORGANIZATION
FOLLOWS THE NATIONAL GUARDIANSHIP ASSOCIATION AND THE MINNESOTA
ASSOCIATION FOR GUARDIANSHIP CONSERVATORSHIP STANDARDS.
PART V, LINE 4:
THE ORGANIZATION HAS DONOR-RESTRICTED ENDOWMENT FUNDS
ESTABLISHED FOR THE PURPOSE OF SECURING THE ORGANIZATION'S LONG - TERM
FINANCIAL VIABILITY AND CONTINUING TO MEET THE NEEDS OF THE ORGANIZATION.
09-25-13 Schedule D (Form 990) 2013 65
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Schedule o Fann 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993 Pa e5
PART X, LINE 2:
LUTHERAN SOCIAL SERVICE OF MINNESOTA HAS TAX EXEMPT STATUS
UNDER SECTION 501(C}(3} OF THE INTERNAL REVENUE CODE AND MINNESOTA
STATUTE. 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. THE TAX RETURNS FOR THE YEARS 2011 TO 2013
ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:
PARTNERS IN COMMUNITY SUPPORTS, INC. REVENUES REPORTED ON A
SEPARATE RETURN
LSS FOUNDATION REVENUES REPORTED ON A SEPARATE RETURN
SPECIAL EVENT EXPENSES
RENTAL EXPENSES
TOTAL TO SCHEDULE D, PART XI, LINE 2D
PART XI, LINE 4B - OTHER ADJUSTMENTS:
PASS THROUGH REVENUES
INVESTMENT INCOME - NON OPERATING
TOTAL TO SCHEDULE D, PART XI, LINE 4B
332055 09-25- 13
66
28,919,926.
341,086.
150,137.
1,671,286.
31,082,435.
6,307,093.
82,190.
6,389,283.
Schedule D (Form 990) 2013
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
LUTHERAN SOCIAL SERVICE OF MINNESOTA
PART XII, LINE 2D - OTHER ADJUSTMENTS:
PARTNERS IN COMMUNITY SUPPORTS, INC. EXPENSES REPORTED ON A
SEPARATE RETURN
SPECIAL EVENT EXPENSES
RENTAL EXPENSES
TOTAL TO SCHEDULE D, PART XII, LINE 2D
PART XII, LINE 4B - OTHER ADJUSTMENTS:
PASS THROUGH EXPENSES
332055 09-25-13
67
41- 0 8 7 2 9 9 3 Pa e 5
29,168,947.
150,137.
1,671,286.
30,990,370.
6,307,093.
Schedule D (Form 990) 2013
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
SCHEDULE F (Form 990)
Department of the Treasury Internal Revenue Service
Statement of Activities Outside the United States ..... Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16 .
..... Attach to Form 990. ..... See separate instructions.
..... Information about Schedule F (Form 990) and its instructions is at www.ir<:.nnv/fi,rmoon.
OMB No. 1545-0047
2013 Open to Public Inspection
Name of the organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 I Part I I General Information on Activities Outside the United States. Complete if the organization answered "Yes· on
Form 990, Part IV, line 14b.
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance,
the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ...... CXJ Yes D No
2 For grantmakers. Describe in Part V the organization 's procedures for monitoring the use of its grants and other assistance outside the
United States.
3 Activities per Region. (The followina Part I, line 3 table can be duolicated if additional soace is needed.)
(a) Region (b) Number of (c) Number of (d) Activities conducted in region (e) If activity listed in (d) (f) Total
offices employees, (by type) (e.g., fundraising, program is a program service, expenditures
in the region agents, and
services, investments, grants to describe specific type for and indefrendent investments con ractors recipients located in the region) of service(s) in region
in reaion in region
SOUTH AMERICA 1 1 PROGRAM SERVICES MOPTION AGENT 6 ,815.
EAST ASIA AND THE
PACIFIC 1 1 DROGRAM SERVICES 11.DOPTION AGENT 368 ,287.
SUB- SAHARAN AFRICA 1 1 PROGRAM SERVICES 11.DOPTION AGENT 38,618.
SOUTH AMERICA 0 0 GRANTS 51,869.
3a Sub· total 3 3 465 ,589. ...... .. ......... .
b Total from continuation
sheets to Part I 0 0 o. .........
c Totals (add lines 3a
and 3b) 3 3 465,589. ·········-········
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2013
332071 10-03-13
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Schedule F (form 990l 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Paae2
Part II I Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes' on Form 990, Part IV, line 15, for any
recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (b) IRS code section (d) Purpose of (e) Amount (f) Manner of (g) Amount of (a) Name of organization (c) Region non-cash
and EIN (if applicable) grant of cash grant cash disbursement assistance
SOUTH AMERICA ORPHANAGE 38,160, WIRE 0.
SOUTH AMERICA ORPHANAGE 6,265, WIRE 0.
SOUTH AMERICA ORPHANAGE 7,444, WIRE 0 .
..
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by
the IRS, or for which the grantee or counsel has provided a sect ion 501 (c)(3) equivalency Jetter . ...... . .. . .. . ........... ....... ... .... . .. .. .... .. .. . .. . ...... ..... .. ~ 3 Enter total number of other organizations or entities ... .................................. .................................... . ............. ........ .. .... ...... '""-~~-~--~'·· ~
332072 10-03- 13 69
(h) Description (i) Method of of non-cash valuation (book, FMV, assistance appraisal , other)
N/A N/A
N/A N/A
N/A ~/A
0 3
Schedule F (Form 990) 2013
ScheduleF(Form990)2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Page3
Part Ill • Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
· - . -
(a) Type of grant or assistance
332073 10-03-13
(b) Region (c) Number of
recipients (d) Amount of (e) Manner of
cash grant cash disbursement
70
(f) Amount of (g) Description of (h) Method of non-cash non-cash assistance valuation
assistance (book, FMV, appraisal , other)
Schedule F (Form 990) 2013
LUTHERAN SOCIAL SERVICE OF MINNESOTA
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If ' Yes," the
organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign
41-0872993 Pa e4
Corporation (see Instructions for Form 926) ........................................................... ... ... ..... .. .. .. ........... .. ... .. ........... ... D Yes 00 No
2 Did the organization have an interest in a foreign trust during the tax year? If ' Yes, ' the organization
may be required to file Form 3520, Annual Retum to Report Transactions with Foreign Trusts and
Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Retum of Foreign Trust With
a U.S. Owner (see Instructions for Forms 3520 and 3520-A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . D Yes 00 No
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If ' Yes,"
the organization may be required to file Form 5471, Information Retum of U.S. Persons With Respect To
Certain Foreign Corporations. (see Instructions for Form 5471) .............. ..... ......... ... ... ..... ... .. ..... ........ ..... ............. .... .. D Yes 00 No
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year? If ' Yes, ' the organization may be required to file Form 8621,
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Becting Fund.
(see Instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If ' Yes,'
the organization may be required to file Form 8865, Return of U.S. Persons With Respect To Certain
DYes 00 No
Foreign Partnerships. (see Instructions for Form 8865) .. ................................................................................ ... ........ D Yes CXJ No
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If
"Yes,' the organization may be required to file Form 5713, International Boycott Report. (see Instructions
forForm5713) ................................................... ...... ................. ....... .... ................. ...... ... .............. ..... .................... D Yes 00 No
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Schedule F (Form 990) 2013
71 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pa e5
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of
investments vs. expenditures per region); Part II, line 1 (accounting method); Part Ill (accounting method); and Part Ill, column (c)
(estimated number of recipients), as applicable. Also complete this part to provide any additional information.
PART I, LINE 2:
THE ORGANIZATION PROVIDES GENERAL SUPPORT FOR ORPHANAGES
OUTSIDE OF THE UNITED STATES. THE ORPHANAGES THAT RECEIVE THIS SUPPORT
ARE NON-GOVERNMENTAL ORGANIZATIONS THAT PROVIDE CARE AND HOMES FOR
ORPHANED CHILDREN. THE ORGANIZATION COLLABORATES WITH THESE ORGANIZATIONS
TO FIND CHILDREN SAFE AND LOVING HOMES.
PART I, LINE 3:
THE ORGANIZATION USES ACCRUAL METHOD OF ACCOUNTING FOR
EXPENDITURES ON SCHEDULE F.
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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.
OMB No. 1545-0047
2013 Open To Public
,, _ oon Inspection ..... Attach to Form 990 or Form 990-EZ.
..... Information about Schedule G !Form 990 or 990-EZl and its instructions is at "n•n• ;~ Name of the organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
I Part I I Fundraising Activities. Complete ifthe organization answered "Yes" to Form 990, Part IV, line 17. Form 990·EZ filers are not required to complete this part.
1 Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a CXJ Mail solicitations e 00 Solicitation of non-government grants
b lXJ Internet and email solicitations f 00 Solicitation of government grants
c 00 Phone solicitations g 00 Special fundraising events
d 00 In-person solicitations
2 a Did the organization have a written or oral agreement with any individual Qncluding officers, directors, trustees or
key employees listed in Form 990, Part VII) or entity in connection with professional fund raising services? CXJ Yes
b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
D No
(i) Name and address of individual (ii~ Did
fUn raiser (iv) Gross receipts (v) Amount paid (vi) Amount paid to (or retained by)
or entity (fundraiser) (ii) Activity ~v6o~:~~{ from activity fund raiser to (or retained by)
contributions? listed in col. (i) organization
ARIA COMMUNICATIONS Yes No CORPORATION - 717 w ST. !rELEMARKETING x o. 11 ,288. 0.
CROWLEY, WHITE & HELMER INC.
- 1619 DAYTON AVE STE. 106, DIRECT MAIL x o. 78 ,351. 0.
SUMMITT MARKETING - 10906
STRANG LINE RD LENEXA KS DIRECT MAIL x o. 133' 802. 0.
Total .............................................. .......... .... ............ .......................................... ..... 223,441 •
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
MN
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
332081 09-12-13
SEE PART IV FOR CONTINUATIONS
73
Schedule G (Form 990 or 990-EZ) 2013
15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pa e2
of fundraising event contributions and gross income on Fonn 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1 (b) Event#2 (c) Other events
CELEBRATION METRO FOR CHANGING !HOMELESS YOU 2
Q) (event type) (event type) (total number)
:::J c Q)
668,690. 46,000. 77,168. > 1 Gross receipts .. ........ ........... ...... ..... ......... . Q)
a:
2 Less: Contributions 645,740. 46,000. 54,653. ······ ···············-······· ····
3 Gross income (line 1 minus line 2) ············ 22,950. 22,515.
4 Cash prizes ... ............. ... ............. .............
5 Noncash prizes ... ... .. ..... ...... .. .. ..... .... ... .... 26,838. "' Q)
"' 67,552. 9,040. c 6 Rent/facility costs Q) ................. ..... .. ..... ....... a.
Jj u 7 Food and beverages 10,340. ~ ················· ·· ··········· 0
8 Entertainment 3,500. so. .. ......... ... ......... ... .... ... ... .. ....
9 Other direct exp1=mses ........... ............... .... 55,282. 2,429. 1,944. 10 Direct expense summary. Add lines 4 through 9 in column (d) ...... ... ............... ......... ........ ......... .... .................. ..... 11 Net income summarv. Subtract line 10 from line 3 column (d) ... ................ ............................ ....... ... ....... ........ .....
I Part Ill I Gaming. Complete ifthe organization answered "Yes" to Fonn 990, Part IV, line 19, or reported more than
Q) :::J c Q)
> Q)
a:
$15,000 on Fonn 990-EZ, line 6a.
Gross revenue ..... .. ... ............................... .
gi 2 Cash prizes ........................... .. ...... ......... .
"' c Q) £" 3 Non cash prizes ................. ... ...... ......... ... .
u ~ 4 Rent/facility costs ........ ...... .. ....... ............ .
5 Other direct expenses ............... .............. .
6 Volunteer labor
(a) Bingo (b) Pull tabs/instant
bingo/progressive bingo (c) Other gaming
LJ Yes % LJ Yes % LJ Yes % DNo ___ DNo ___ DNo __ _
7 Direct expense summary. Add lines 2 through 5 in column (d) .................................... ................... ..... ............ .....
8 Net qaminq income summarv. Subtract line 7 from line 1 column (d) . . . ... . . .. . ... .. . .. . .. .. . .. . . . . ... . .. ... . ... .. . .. . . . . ... .. . .. . . .....
(d) Total events
(add coL (a) through
COL (c))
791,858.
746,393.
45,465.
26,838.
76,592.
10,340.
3,550. 59,655.
176,975 . -131,510 .
(d) Total gaming (add coL (a) through col. (c))
9 Enter the state(s) in which the organization operates gaming activities: -----------------~-~-~-~-
a Is the organization licensed to operate gaming activities in each of these states? ............. ....... ........................................ D Yes D No
b If "No," explain: -------------------------------------------
10a Were any of the organization's gaming licenses revoked, suspended or tenninated during the tax year? ................ ...... ..... D Yes D No b If "Yes," explain: __________________________________________ _
332082 09-12-13 Schedule G (Form 990 or 990-EZ) 2013
74 15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Schedule G Form 990 or990- 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 11 Does the organization operate gaming activities with nonmembers? ................. ... .... .. ...... ... .... .. ........ .................. ..... ....... . No
12 Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity fonned
to administer charitable gaming? ....................... ... ....................................................... ....... .......... ................... ............... D Yes D No
13 Indicate the percentage of gaming activity operated in:
a The organization's facility ··· ·--······-··························································· ··· ·················· ····· ··········································· 1--13a___,1--____ o/c:...;.o
b An outside facility ................. ........... .................... .............. ........... ..... .. ................... ................ ............. .. ......... .............. ~1_3_b~ ____ o/c_o
14 Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name .....
15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? .................. D Yes D No
b If "Yes, • enter the amount of gaming revenue received by the organization ..... $
of gaming revenue retained by the third party ..... $ -------c If "Yes,• enter name and address of the third party:
16 Gaming manager infonnation:
Gaming manager compensation ..... $ -------
and the amount -------
Description of services provided ..... ------------------------------------
D Director/officer D Employee D Independent contractor
17 Mandatory distributions:
a Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ...... .... .... ..... ... ... ........ ...................................................................................................... D Yes D No b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
or anization's own exem t activities durin the tax ear ..... $ Part IV Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iiQ and (v), and Part Ill, lines 9, 9b, 10b, 15b,
15c, 16, and 17b, as applicable. Also complete this part to provide any additional infonnation (see instructions).
SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS:
(I) NAME OF FUNDRAISER: ARIA COMMUNICATIONS CORPORATION
(I) ADDRESS OF FUNDRAISER: 717 W ST. GERMAIN ST, ST. CLOUD, MN 56301
(I) NAME OF FUNDRAISER: CROWLEY, WHITE & HELMER, INC.
(I) ADDRESS OF FUNDRAISER: 1619 DAYTON AVE STE. 106, ST. PAUL, MN 55104
(I) NAME OF FUNDRAISER: SUMMITT MARKETING 332083 09-12-13 Schedule G (Form 990 or 990-EZ} 2013
75 15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
ScheduleG Form990or990- LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993 Pa e 4 Part IV Supplemental Information (continued)
(I) ADDRESS OF FUNDRAISER: 10906 STRANG LINE RD, LENEXA, KS 66215
332064 05--01- 13
76
Schedule G (Form 990 or 990-EZ)
15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
SCHEDULE I (Form 990)
Department of the Treasury Internal Revenue Service
Name of the organization
Grants and Other Assistance to Organizations, Governments, and Individuals in the United States
Complete If the organization answered "Yes" to Form 990, Part IV, line 21 or 22.
.... Attach to Form 990.
Information about Schedule I !Form 990) and Its Instructions is at
LUTHERAN SOCIAL SERVICE OF MINNESOTA Part I I General Information on Grants and Assistance
OMB No. 1545-0047
2013 Open to Public
Inspection
Employer Identification number 41 - 0872993
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection
criteria used to award the grants or assistance? [XJ Yes 0No
2 Describe In Part IV the oraanization's orocedures for monitorina the use of arant funds in the United States.
Part II I Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any
hat received more than $5.000. Part II can be duolicated if additional soace is needed
1 (a} Name and address of organization (b} EIN (c} IRC section (d} Amount of (e} Amount of (t) Method ot (g} Description of (h) Purpose of grant or government if applicable cash grant non-cash valuation (book, non-cash assistance or assistance
FMV, appraisal, assistance other}
SIMPSON HOUSING SERVICES, INC,
2100 PILLSBURY AVE S
MINNEAPOLIS, MN 55404 41-1759477 p0l(C)(3) 126,012. 0. N/A WA ~OUSING SERVICES AWARDS
LSS OF WISCONSIN AND UPPER
MICHIGAN - 2231 CATLIN AVE -
SUPERIOR, WI 54880 39 - 0816846 ISOl(C) (3) 112,306. 0. N/A N/A ~LIENT COUNSELING
NEIGHBORHOOD DEVELOPMENT ALLIANCE
481 S, WABASHA ST
ST, PAUL, MN 55107 41 - 1658636 1501 ( c) ( 3) 7,979. 0. N/ A N/A ~LIENT COUNSELING
AIN DAH YUNG CENTER
1212 RAYMOND AVE
ST, PAUL, MN 55108 41-1697692 1501 ( C) ( 3) 38,905. 0. N/A N/A STREET OUTREACH
CATHOLIC CHARITIES OF THE
ARCHDIOCESE OF ST, PAUL AND
MINNEAPOLIS - 1121 46TH ST E -
MINNEAPOLIS, MN 55403 41-1302487 ~Ol(C) (3) 24,903. 0. N/A N/A STREET OUTREACH
FACE TO FACE HEALTH COUNSELING
SERVICES - 1165 ARCADE ST - ST,
PAUL, MN 55106 41-0986780 50l(C) ( 3) 46,492. 0. N/A N/A STREET OUTREACH - -2 Enter total number of section 501 (c)(3) and government organizations listed in the line 1 table . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... 11 • 3 Enter total number of other organizations listed In the line 1 table . . . . . . . . .. . . . . . . . . . . .. . . . . .. . .. . . . .. .. . . . .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . .. . . . . . . . . . .. . .. . . . . .. ... . .. . . . . .. .. . . . . . . .. . .. .. . . . . . . .. . . .... 0 •
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2013)
332101 10-29-13 77
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 -- · ·--- ·- . . - ·· . - - --- -
I Part 11 j Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)
(a) Name and address of organization or government
PILLSBURY UNITED COMMUNITIES
3501 CHICAGO AVE S
MINNEAPOLIS , MN 55407-0509
SOUTHEAST ASIAN COMMUNITY COUNCIL
1827 44TH AVE N
MINNEAPOLIS , MN 55412
YMCA OF THE GREATER TWIN CITIES
2125 E HENNEPIN AVE
MINNEAPOLIS, MN 55413
REGENTS OF THE UNIVERSITY OF
MINNESOTA - PO BOX 1450 NW 5960 -
MINNEAPOLIS, MN 55485-9560
BRIDGING, INC,
201 W 87TH ST
BLOOMINGTON, MN 55420
332241 05-01 -13
(b) EIN (c) IRC section (d) Amount of if applicable cash grant
41- 09 1 6478 1501 ( C) ( 3) 47,904,
41-1675917 1501 ( c) ( 3) 16 , 773.
41-2563299 1501 ( c) ( 3) 105,713,
41 - 6007513 1501 (C) ( 3) 19,115.
41 - 1725396 1501 ( c) ( 3) 21,726.
78
(e) Amount of (f) Method of (g) Description of (h) Purpose of grant non-cash valuation non-cash assistance or assistance
assistance {book, FMV, appraisal, other)
0. N/A N/A STREET OUTREACH
0' N/A N/A STREET OUTREACH
0. N/A N/A STREET OUTREACH
0. N/A N/A TLT CONFERENCE
CONSTRUCTION MATERIALS
0. N/A N/A FOR HRSA PROJECT
Schedule I (Form 990)
Schedule 1<Form990\ 120131 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Paoe 2 Part Ill I Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part Iii can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of non· (e) Method of valuation (f) Description of non-cash assistance recipients cash grant cash assistance (book, FMV, appraisal, other)
ADOPTION ARRIVALS 684 796,627, 0. N/A N/A
CAMPERSHIPS 52 12,799, 0. N/A N/A
COUNSELING SERVICES 170 49,204, 0. N/A N/A
YOUTH AND FAMILY ASSISTANCE 261 857,222. 0. N/A NIA
HEAT SUBSIDY 209 154,559, 0. N/A ~/A
I Part IV I Suoolemental Information. Provide the information required In Part I, line 2, Part Iii, column (bl. and any other additional information.
PART I, LINE 2:
THE ORGANIZATION TRACKS THE EXPENSES THAT ARE SENT TO
ORGANIZATIONS USING PASS THROUGH ACCOUNTS IN ITS GENERAL LEDGER. PROGRAM
MANAGERS AND MEMBERS OF OUR COMPLIANCE DEPARTMENT ALSO INDIVIDUALLY TRACK
ELIGIBILITY AND AUDIT FOR APPROPRIATE USE OF FUNDS.
THE ORGANIZATION TRACKS THE EXPENSES THAT ARE SENT TO INDIVIDUALS USING
PASS THROUGH ACCOUNTS IN ITS GENERAL LEDGER. PROGRAM MANAGERS ALSO
INDIVIDUALLY TRACK ELIGIBILITY AND AUDIT FOR APPROPRIATE USE OF FUNDS. 332102 10-29-13 7 9 Schedule I (Form 990) (2013}
SCHEDULEJ (Fonn 990)
Department of the Treasury Internal Revenue Service
Compensation Information For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees .... Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
.... Attach to Form 990. .... See separate instructions. .... Information about Schedule J !Form 9901 and its instructions is at .. - ·- ·· ;,...
OMB No. 1545-0047
2013 Open to Public
_ Inspection
Name of the organization
LUTHERAN SOCIAL SERVICE OF MINNESOTA I Employer identification number
41-0872993 I Part I I Questions Regarding Compensation
1a Check the appropriate box( es) if the organization provided any of the following to or for a person listed in Form 990,
Part VII , Section A, line 1a. Complete Part Ill to provide any relevant information regarding these items.
D First-class or charter travel D Housing allowance or residence for personal use
D Travel for companions D Payments for business use of personal residence
D Tax indemnification and gross-up payments D Health or social club dues or initiation fees
D Discretionary spending account D Personal services (e.g., maid, chauffeur, chef)
b If any of the boxes on line 1 a are checked, did the organization follow a written policy regarding payment or
Yes No
reimbursement or provision of all of the expenses described above? If "No," complete Part Ill to explain ................... ...... ....... . 1--1_b __ ___,f--2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1 a? .. . ...... ... .. . .... ..... .. ... . . .. ... 1--2-+---+---
3 Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part Ill.
00 Compensation committee D Written employment contract
00 Independent compensation consultant CXJ Compensation survey or study
D Form 990 of other organizations 00 Approval by the board or compensation committee
4 During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
a Receive a severance payment or change-of-control payment? .. .. . ... ... ... . .. . ...... .. . . . . . .... ... . . . . . . . .... .. .. . .. . .. . . . . .. ... . . . . .. . ..... . .. . ... .. . .. . 4a X b Participate in, or receive payment from, a supplemental nonqualified retirement plan? .. ... . . . . . .. .. ...... ... . .. . . . . .. . . . . . . . .. . .... .. ... ... .... .. 4b X c Participate in, or receive payment from, an equity-based compensation arrangement? .......................................................... .
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part Ill.
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
5 For persons listed in Form 990, Part VII , Section A, line 1 a, did the organization pay or accrue any compensation
contingent on the revenues of:
4c x
a The organization? .. ... . . .... . .. ...... ... . .. . .. . .. . ......... .. . .. ... . .. . ......... .. . . . . ..... ... .. . . ... . ..... .. . .. . .. . .... . .... .. . ..... ... ... . .. .. .... ... . ... .. . ...... .. .. . . .. ... . 5a X b Any related organization? . . . .. . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . .. . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 5b X
If "Yes" to line 5a or Sb, describe in Part Ill.
6 For persons listed in Form 990, Part VII , Section A, line 1 a, did the organization pay or accrue any compensation
contingent on the net earnings of:
a The organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 6a X b Any related organization? .. ...... .. . ... ... . . . ... . ..... .... .. .. . . ..... ....... .. ... ... ... ....... ........ ... . .. . ..... ... . .. . . .. .. ... . .. ... .... .. . .. . .. . ... .. .... .. . .. .. . ....... 6b X
If "Yes" to line 6a or 6b, describe in Part Ill.
7 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization provide any non-fixed payments
not described in lines 5 and 6? If "Yes,• describe in Part Ill .. ... ..... ...... .. .... .. .. .... ... .... ....... ...... ...................... ..................... ... .. . 7 x 8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes,· describe in Part Ill ....... ......................... . 8 x 9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
Requlations section 53.4958-6lc\? . . . . . .. ... . ......... ...... .. . . . . ..... ... . . . . ... .. . . . . .. . .. . . .. ... .. . .. ... . .. . ... . . . .. . .. . .. . . ..... .. . ... . .. . . . .. . .. . .. . ... .. . .. . .. . . . .. 9
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
332111 09-13-13
80
Schedule J (Form 990) 2013
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
Schedule J (Form 990) 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Paae 2 Part II I Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations , described in the instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(ilQ for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1 a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title
( 1) JODI HARPSTEAD
PRESIDENT/CEO
( 2) PATRICK THUESON
CHIEF FINANCIAL OFFICER
( 3) JERALEE SCHOONOVER
VP - CHIEF SERVICES OFFICER
( 4) JOYCE NORALS
CHIEF HUMAN RESOURCE OFFICER
( 5) KENNETH BORLE
EXECUTIVE VP FOR OPERATIONS
( 6) KATHLEEN HANSEN
VP/CHIEF DEVELOPMENT OFFICER
( 7) MAUREEN WARREN
CHIEF FAMILY SERVICES OFFICER
( 8) BRIGID PETERSON
DIRECTOR OF COMPLIANCE
332112 09-13-13
(i)
(ii}
(i)
liil (i)
(ii)
(i) (ii)
(i) (ii)
(i)
(ii)
(i) (ii)
(I)
(ii)
(i) (ii)
(I)
(ii)
(i)
(Ii}
(i)
(ii)
(i) (ii)
(i) (ii)
(i)
(ii)
(i) (ii)
(B) Breakdown of W-2 and/or 1099-MISC compensation
(I) Base (ii) Bonus & (ill) Other compensation incentive reportable
compensation compensation
299,146. 0 . 27,635. 0. 0 . 0.
134,559. 0 . 4,931. 0. 0 . 0.
171,201. 0 . 3 I 121. 0. 0 . 0.
151,243. 0 . 3,218. 0. 0. 0.
190,452. 0. 5,816. 0. 0. 0.
136,972. 0. 2,891. 0. 0. 0.
133,003. 0. 2,617. 0. 0. 0.
127,025. 0. 2,219. 0. 0 . 0.
81
(C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation other deferred benefits (B)(i)-(D) reported as deferred compensation in prior Form 990
5,766. 54,813. 387,360. 0 . 0 . 0. 0 . 0 .
1,431. 22,055. 162,976. 0 . 0 . 0. 0 . 0 .
3,255. 24,817. 202,394. 0 . 0 . 0 . 0. 0 .
3,090. 23,316. 180,867. 0 . 0 . 0. 0. 0.
3,560. 29,943. 229,771. 0 . 0. 0. 0. 0 .
2,831. 19,722. 162,416. 0 . 0. 0. 0. 0 .
2,774. 14,559. 152,953. 0 . 0 . 0 . 0. 0 .
2,624. 20,617. 152,485. 0 . 0. 0 . 0. 0 .
Schedule J (Form 990) 2013
Schedule J (form 990l 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Paae 3 Part Ill I Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
332113 09-13-13 82
Schedule J (Form 990) 2013
SCHEDULE M Non cash Contributions OMB No. 1545-0047
(Form 990) 2013 ..... Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30 .
Department of the Treasury ..... Attach to Form 990. Open to Public Internal Revenue Service ..... Information about Schedule M (Form 990) and its instructions is at'"'"'" ir<:: Inspection
Name of the organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 I Part I I Types of Property
(a) (b) (c) (d) Check if Number of Noncash contribution Method of determining
applicable contributions or amounts reported on noncash contribution amounts items contributed Form 990 Part VIII line 1q
1 Art - Works of art ..... ......... ... .. ......... .. ....... ..
2 Art - Historical treasures ..... ................ ......
3 Art - Fractional interests .............................. 4 Books and publications ..............................
5 Clothing and household goods .. ................
6 Cars and other vehicles ·············· ·· ·············· 7 Boats and planes ..................................... ..
8 Intellectual property ......... .... ....................
9 Securities - Publicly traded ........................
10 Securities - Closely held stock ... ..................
11 Securities - Partnership, LLC, or
trust interests ·····-··········-················· ········ 12 Securities - Miscellaneous .... .. ............ ......
13 Qualified conservation contribution -
Historic structures ........... ...... .... ... ..... .......
14 Qualified conservation contribution - Other ... 15 Real estate - Residential ... ...... .. .. ....... ... ....
16 Real estate - Commercial ···-······· ················ 17 Real estate - Other ................. ... ... ..... ..... .. .
18 Collectibles ...... ..... .............. ....... ......... .. .. ...
19 Food inventory ····················· ······ ·· · ··· ·· ······· 20 Drugs and medical supplies ............ .. ..........
21 Taxidermy ........ ...... ........................ ..........
22 Historical artifacts ........ ............ ........... .....
23 Scientific specimens ································· 24 Archeological artifacts .... ..... .... .. ............. ..
25 Other ..... (AUCTION ITEMS) x 207 26,838. !ESTIMATED VALUE 26 Other ..... ( )
27 Other ..... ( )
28 Other ..... ( )
29 Number of Forms 8283 received by the organization during the tax year for contributions
1291 for which the organization completed Form 8283, Part IV, Donee Acknowledgement ............ 0 Yes No
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 - 28, that it must hold for
at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for
the entire holding period? ·········································· -·· ········--·················································--······································ ·· · 30a x b If ' Yes,• describe the arrangement in Part IL
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 31 x ..... .............
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? 32a x ······ ··· ····················································-··--··········································-·····-········-·············--····--··-···--·········
b If ' Yes,• describe in Part II.
33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) (2013)
332141 09-03-13
15160716 131839 053-02982100 83
2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
..
Schedule M Form 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Pa e2 Part II Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization
is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
SCHEDULE M, PART I, COLUMN (B):
THE ORGANIZATION REPORTS THE NUMBER OF ITEMS CONTRIBUTED
ON PART I, COLUMN B.
332142 09-03-13 Schedule M (Form 990) (2013)
84 15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
SCHEDULE 0 (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supolemental Information to Form 990 or 990-EZ bomplete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information. ~Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2013 Open to Public Inspection
Name of the organization Employer identification number LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
FORM 990, PART I, LINE 6: EXPLANATION FOR ESTIMATED NUMBER OF VOLUNTEERS
DURING THE PAST YEAR, VOLUNTEERS PROVIDED 721,759 HOURS OF
SERVICE ACROSS THE STATE, ROUGHLY EQUIVALENT TO 347 FULL TIME
POSITIONS.
AN ONGOING VOLUNTEER SERVICES NETWORK, MADE UP OF EMPLOYEES WORKING ON
VOLUNTEER MANAGEMENT FROM ACROSS THE ORGANIZATION, WAS FORMED TO SHARE
INFORMATION, RESOURCES AND BEST PRACTICES.
A PART- TIME VOLUNTEER COORDINATOR IS NOW IN PLACE AT THE CENTER FOR
CHANGING LIVES, SERVING AS THE ORGANIZER AND POINT OF CONTACT FOR
INDIVIDUALS AND GROUPS WISHING TO VOLUNTEER AT THE CENTER.
A PARTICULAR FOCUS WAS PLACED ON BUILDING STRONGER CONNECTIONS BETWEEN
METRO AREA CHURCHES AND THE CENTER DURING THE PAST YEAR.
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
LUTHERAN SOCIAL SERVICE OF MINNESOTA AND AFFILIATES IS MINNESOTA'S
OLDEST AND ONE OF THE LARGEST NON- PROFIT SOCIAL SERVICE ORGANIZATIONS.
LUTHERAN SOCIAL SERVICE OF MINNESOTA HAS 350 SERVICE UNITS IN OVER 300
LOCATIONS ACROSS MINNESOTA. WE SERVE 1 IN 65 MINNESOTANS
LUTHERAN SOCIAL SERVICE OF MINNESOTA SERVES INDIVIDUALS REGARDLESS OF
RACE, COLOR, CREED, RELIGION, NATIONAL ORIGIN, SEX, SEXUAL ORIENTATION,
DISABILITY OR AGE. ADDITIONAL INFORMATION ABOUT THE ORGANIZATION AND L.HA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 332211 09-04-13
85
Schedule 0 (Form 990 or 990-EZ) (2013}
15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
Schedule 0 Form 990 or 990- 2013 Pa e2
Name of the organization Employer identification number LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
ITS SERVICES CAN BE FOUND AT WWW.LSSMN.ORG.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:
SPECIAL NEEDS AND 1,049 RETREAT GUESTS WERE SERVED BY CAMP KNUTSON.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:
EMPLOYMENT SERVICES; AND 7,262 INDIVIDUALS SERVED BY YOUTH, HOUSING AND
FAMILY RESOURCES. MET OR EXCEEDED OUTCOME GOALS IN NEARLY EVERY LINE OF
SERVICE: REDUCTION IN MENTAL HEALTH SYMPTOMS AND IMPROVED WELL - BEING
WERE CITED BY 61% OF CLIENTS; 94% OF CAMP NOAH PARTICIPANTS SAID THEY
WOULD FEEL MORE PREPARED TO FACE CHALLENGING LIFE SITUATIONS GOING
FORWARD; 83% OF DISASTER SURVIVORS REPORTED THAT THEIR DISASTER CASE
MANAGER ASSISTED THEM IN LOCATING RESOURCES TO RECOVER FROM THEIR
DISASTER EXPERIENCE THAT THEY WOULD NOT HAVE OTHERWISE BEEN ABLE TO
ACCESS; 54% OF THOSE WE SERVED MOVED TO UNSUBSIDIZED EMPLOYMENT; 56% OF
FAMILIES RECEIVING FINANCIAL SERVICES REPORTED IMPROVEMENT IN THEIR
FINANCIAL CIRCUMSTANCES OR STABILITY.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:
INDIVIDUALS SERVED REPORTED INCREASED SOCIAL TIES AND SOCIAL SUPPORT;
96% OF 1,190 GUARDIANSHIP CLIENTS SURVEYED WERE ASSESSED TO BE IN THE
LEAST RESTRICTIVE, MOST APPROPRIATE ENVIRONMENT TO MEET THEIR NEEDS.
FORM 990, PART VI, SECTION A, LINE 1:
THE BOARD OF DIRECTORS SHALL ESTABLISH AN EXECUTIVE COMMITTEE
COMPOSED OF AT LEAST THREE DIRECTORS DESIGNATED BY THE BOARD OF DIRECTORS.
THE EXECUTIVE COMMITTEE HAS THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE
MANAGEMENT OF THE BUSINESS OF THE ORGANIZATION IN THE INTERVAL BETWEEN 09-04-13 Schedule 0 (Form 990 or 990-EZ) (2013)
86 15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
. ,_..
Schedule 0 Form 990 or990- 2013 Pa e2
Name of the organization Employer identification number
LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
MEETINGS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7A:
EACH SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA
LOCATED IN THE STATE OF MINNESOTA ELECTS TWO DIRECTORS TO SERVE FOR A TERM
OF THREE YEARS.
FORM 990, PART VI, SECTION B, LINE 11:
THE FORM 990 IS REVIEWED IN DETAIL BY THE ORGANIZATION'S
MANAGEMENT AND IS PROVIDED TO EACH BOARD AND FINANCE COMMITTEE MEMBER FOR
THEIR REVIEW AND FEEDBACK PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C:
NO MEMBER OF THE BOARD OF DIRECTORS SHALL BE EMPLOYED BY THE
ORGANIZATION NOR SHALL THEY 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, 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 09-04-13 Schedule 0 (Form 990 or 990-EZ) (2013)
87 15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
. '
Schedule 0 Form 990 or990- 2013 Pa e 2
Name of the organization Employer identification number LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
TAKEN WITH RESPECT TO SUCH TRANSACTION.
LUTHERAN SOCIAL SERVICE OF MINNESOTA 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.
FORM 990, PART VI, SECTION B, LINE 15A:
THE ORGANIZATION'S BOARD OF DIRECTORS CONTRACTS WITH AN
INDEPENDENT CONSULTANT ON A BI-ANNUAL 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 EXTERNAL CONSULTANT. IN THE
YEAR THAT A FULL STUDY IS NOT CONDUCTED THE CONSULTANT PROVIDES ADVICE AND 09-04-13 Schedule 0 (Form 990 or 990-EZ) (2013)
88 15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
• j . " .
Schedule 0 Form 990 or 990-E 2013 Pa e2
Name of the organization Employer identification number LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0872993
GUIDANCE 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 CEO PERFORMANCE REVIEW PROCESS AND THE
ORGANIZATION'S SALARY ADMINISTRATION PROGRAM, TO DETERMINE THE APPROPRIATE
SALARY ACTIONS. THE BOARD DOCUMENTS THE CEO'S PERFORMANCE REVIEW AND ITS
APPROVAL OF ANY SALARY ACTION IS DOCUMENTED IN THE BOARD'S MINUTES. THE
MOST RECENT YEAR THAT INCLUDED A REVIEW BY AN EXTERNAL CONSULTANT WITH
RECOMMENDATIONS PROVIDED TO THE PRESIDENT/CEO WAS 2014.
FOR ALL OTHER POSITIONS WITHIN THE ORGANIZATION, THE HUMAN RESOURCES
DEPARTMENT - COMPENSATION, CONDUCTS MARKET DATA ANALYSIS BASED ON RELIABLE
SURVEY DATA AVAILABLE IN- HOUSE AND FROM EXTERNAL SOURCES. PERIODIC REVIEWS
ARE CONDUCTED BY AN EXTERNAL CONSULTANT.
LSS OBTAINS MARKET DATA FOR ALL POSITIONS INCLUDING CABINET POSITIONS FROM
RELIABLE AND VALID COMPENSATION SURVEYS EITHER BY PARTICIPATING IN THE
SURVEYS OR PURCHASING THEM. WE LOOK AT THE MARKET MEDIAN AND OUR PAY
PHILOSOPHY IS THAT WE THAT WE COMPENSATE EMPLOYEES AT LEAST 90 PERCENT OF
THE MARKET MEDIAN BASED ON FACTORS SUCH AS SKILLS, EDUCATION, GEOGRAPHY,
ETC.
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.
FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:
CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 32,865. 09-04- 13 Schedule 0 (Form 990 or 990-EZ) (2013)
89 15160716 131839 053 - 02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053 - 3TI1
.1 ..
Schedule 0 Form 990 or 990- 2013 Pa e2
Name of the organization Employer identification number LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993
PENSION DECREASE -2,499,678.
CHANGE IN VALUE OF TRUSTS 58,729.
NONCONTROLLING INTEREST IN HOUSING LIMITED PARTNERSHIPS 6,216,174.
TOTAL TO FORM 990, PART XI, LINE 9 3,808,090.
09-04- 13 Schedule 0 (Form 990 or 990-EZ) (2013) 90
15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1
SCHEDULER (Form 990)
Related Organizations and Unrelated Partnerships OMB No. 1545-004 7
2013 .... Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37 .
Department of 1he Treasury Internal Revenue Service
Name of the organization
.... Attach to Form 990. .... See separate instructions.
Information about Schedule R (Form 990} and its instructions is at
LUTHERAN SOCIAL SERVICE OF MINNESOTA
Part I Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a) (b) (c) (d) (e)
Open to Public Inspection
Employer identification number 41-0872993
(f)
Name, address, and EIN (if applicable) Primary activity Legal domicile (state or Total income End·of-year assets Direct controlling of disregarded entity foreign country) entity
REZEK HOUSE, LLC - 41 - 1957568
2485 COMO AVENUE uUTHERAN SOCIAL SERVICE
ST, PAUL, MN 55108 HOUSING MINNESOTA 0. o. OF MINNESOTA
LSS TOWNHOMES, LLC - 41 - 0514520
2485 COMO AVENUE uUTHERAN SOCIAL SERVICE
ST, PAUL, MN 55108 JIOUSING MINNESOTA -36,038, 1,390,430, OF MINNESOTA
LSS SUPPORTIVE HOUSING , LLC - 01 - 0800655
2485 COMO AVENUE uUTHERAN SOCIAL SERVICE
ST, PAUL, MN 55108 JIOUSING MINNESOTA - 20,700, 628 , 861, OF MINNESOTA
CFCL LENDING, LLC - 26-1517105
2485 COMO AVENUE uUTHERAN SOCIAL SERVICE
ST, PAUL, MN 55108 HOUSING MINNESOTA 338, 1,579,580, OF MINNESOTA
Part II Identification of Related Tax-Exempt Organizations Complete if the organizat ion answered ' Yes " on Form 990, Part IV, line 34 because It had one or more related tax-exempt organizations during the tax year.
(a) (b) (c) (d) (e) (f) Sectlon(~J2(bX13) Name, address, and EIN Primary activity Legal domicile (state or Exempt Code Public charity Direct controlling controlled
of related organization foreign country) section status (if section entity entity?
501 (c)(3)) Yes No PARTNERS IN COMMUNITY SUPPORTS, INC, - uUTHERAN SOCIAL
41 - 1976959, 2485 COMO AVENUE, ST, PAUL, MN PROVIDE SUPPORT FOR PEOPLE SERVICE OF
55108 ~ITH DISABILITIES MINNESOTA ~Ol(C ) (3) iuINE 9 MINNESOTA x LUTHERAN SOCIAL SERVICE FOUNDATION - ..,UTHERAN SOCIAL
41-1690681, 2485 COMO AVENUE, ST, PAUL, MN SERVICE OF
55108 ~HARITABLE FOUNDATION MINNESOTA ~Ol(C)(3) iuINE llA, I MINNESOTA x
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2013
332161 00-12-13 LHA 91
•
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,.
Schedule R (Form ~~ LUTHERAN SOCIAL SERVICE OF MINNESOTA
I Part I I Continuation of Identification of Disregarded Entitles
(a)
Name, address, and EIN of disregarded entity
CFCL, LLC - 41 - 0872993
2485 COMO AVENUE
ST, PAUL, MN 55108
LSS ROLLING HILLS LLC - 35 - 2477693
2485 COMO AVENUE
ST, PAUL, MN
332221 05-01 -13
55108
tIOUSING
HOUSING
(b) (c)
Primary activity Legal domicile (state or
foreign country)
MINNESOTA
MINNESOTA
92
41-0872993
(d) (e) (f)
Total income End-of-year assets Direct controlling entity
~UTHERAN SOCIAL SERVICE
- 343,801, 279,205, ::>F MINNESOTA
• uUTHERAN SOCIAL SERVICE
0. 0. ::>F MINNESOTA
' ....
Schedule R (Form 990) 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-08 7 29 9 3 Page 2
Part Ill Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes ' on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j)
Name, address, and EIN Primary activity Legal Direct controlling Predominant income Share of total Share of Dlsproponlonale Code V·UBI General or domicile
of related organization (state or entity ~related , unrelated, income end-of-year allocations? amount in box managing
foreign exc uded from tax under assets 20 of Schedule partner?
country) sections 512-514) Yes No K·1 (Form 1065) i't'es No LSS PARK AVENUE APARTMENTS LP
- 26-0666640, 2414 PARK
AVENUE , MINNEAPOLIS , MN "ow INCOME 55404 HOUSING MN N/A RELATED - 34. 215,787, x N/A x
RH-ST, PAUL APARTMENTS LP -
35 - 2477693, 2485 COMO AVENUE, "OW INCOME MINNEAPOLIS, MN 55108 liOUSING MN N/A J;l.ELATED -30 , 48. x N/A x
(k)
Percentage ownership
, 10 %
. 01%
Part IV . Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes ' on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a) (b) (c) (d) (e) (f) (g) (h) q Sec1t on
Name, address, and EIN Primary activity Legal domicile Direct controll ing Type of entity Share of total Share of Percentage 512(bX13) of related organization (state or entity (C corp, S corp, income end-of-year ownership controlled
foreign or trust) assets entity? country)
Yes No PITTMAN TRUST - 20 - 7289437
2485 COMO AVENUE
ST. PAUL , MN 55108 !INVESTMENT MN N/A fl'RUST N/A N/A N/A x LSS POOLED TRUSTS REMAINDER TRUST -
26 - 6462248 , 590 PARK ST, STE 310, ST , PAUL ,
MN 55103 !INVESTMENT MN N/A tr'RUST N/A N/A N/A x LSS DEVELOPMENT, LLC - 26 -1 990682 '-'UTHERAN 2485 COMO AVENUE !INVESTMENT HOLDING ~OCIAL SERVICE ST, PAUL, MN 55108 ~OMPANY MN PF MINNESOTA n CORP -7 95. 0. 100,00% x
-332162 09-12- 13 93 Schedule R (Form 990) 2013
..
.. 'If
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ScheduleR(Form990l2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41-0872993 Page3
Part V Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II , Ill , or IV of th is schedule. 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (I) interest (Ii} annuities (iii} royalties or (Iv} rent from a controlled entity
b Gift, grant, or capital contribution to related organ ization(s)
c Gift, grant, or capital contribution from related organization(s)
d Loans or loan guarantees to or for related organization(s)
e Loans or loan guarantees by related organization(s)
Dividends from related organization(s)
g Sale of assets to related organization(s)
h Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
k Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
m Performance of services or membership or fundraising solicitations by related organization(s)
n Sharing of facilities, equipment, mailing lists, or other assets with related organlzation(s)
o Sharing of paid employees with related organization(s)
p Reimbursement paid to related organization(s) for expenses q Reimbursement paid by related organization(s) for expenses
r Other transfer of cash or property to related organization(s)
s Other transfer of cash or orooertv from related oraanization!s
2 If th f the ab • uy1 h . t'
(a)
for inf h
(b)
late th is line. includ'
(c) Name of related organization Transaction Amount involved
type (a·s)
d relationsh ·
Yes No
1a x 1b x 1c x 1d x 1e x
1f x x
1h x 1i x 1j x
1k x 11 x
1m x 1n x '!.2-~
x ____._____ x -
H-x:IX 1s X
d t tion threshold
(d} Method of determining amount involved
111 PARTNERS IN COMMUNITY SUPPORTS, INC. s 249,021. CONTRACT LOAN AMOUNT
c21LUTHERAN SOCIAL SERVICE FOUNDATION c 66,771. ~OUNT GIFTED
(3)
(4)
(5)
(6) - . 332163 09-12-13 94 Schedule R (Form 990) 2013
•
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•
ScheduleR!Form99Dl2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 -0 872993 Page4
Part VI Unrelated Organizations Taxable as a Partnership Complete if the organization answered 'Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
332164 09-12-13
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile (state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax
under section 512-514)
95
(e) (f) Are all
Share of partners sec. 501(c)~3) total or• s.
Yes No income
(g) (h) (I) (j) (k)
Share of Oispropor· Code V-UBI General or Percentage end-of-year tionate amount in box 20 managing
ownership ~~ of Schedule K-1 partner?
assets Yes No (Form 1065) Yes NO
Schedule R (Form 990) 2013
"'
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Schedule R Form 990 2013 LUTHERAN SOCIAL SERVICE OF MINNESOTA 41 - 0 8 7 2 9 9 3 Pa e 5
Part Supplemental Information Provide additional information for responses to questions on Schedule R (see instructions).
332165 09-12-13 Schedule R (Form 990) 2013
96 15160716 131839 053-02982100 2013.06000 LUTHERAN SOCIAL SERVICE OF 053-3TI1