2024-10-30T08:50:04-05:00 2024-06-30 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990 2023-07-01 350976804 LUTHERAN DIACONAL ASSOCIATION INC LUTH 2194646925 1304 LAPORTE AVENUE VALPARAISO IN 46383 LISA POLITO EXECUTIVE DIRECTOR 2194646925 2024-10-24 1 0 BARBARA J VANPROOYEN P00361369 2197693616 2024-10-22 2023 2024-10-15 13:58:12Z LISA POLITO 1304 LAPORTE AVENUE VALPARAISO IN 46383 2645097 0 X WWW.THELDA.ORG X 1919 IN TO PREPARE WOMEN AND MEN FOR MINISTRIES OF SERVICE TO THOSE IN NEED, SUPPORT DEACONESSES IN THEIR VARIED MINISTRIES, AND AFFIRM LAY PEOPLE IN THEIR OWN CHRISTIAN SERVICE AND ASSIST THE CHURCH IN ITS DIACONAL MISSION. 12 12 8 100 0 0 816805 1040058 41313 51030 66370 6354 1608 1048 926096 1098490 25600 26375 0 0 368113 501007 0 0 84280 199332 227539 593045 754921 333051 343569 4739754 5547112 35174 10005 4704580 5537107 X TO PREPARE WOMEN AND MEN FOR MINISTRIES OF SERVICE TO THOSE IN NEED, SUPPORT DEACONALES IN THEIR VARIED MINISTRIES, AFFIRMS LAY PEOPLE IN THEIR OWN CHRISTIAN SERVICE, AND ASSISTS THE CHURCH IN ITS DIACONAL MISSION. 0 0 241908 26375 50840 EDUCATION FOR UNDERGRADUATE STUDENTS IN ORDER TO PREPARE WOMEN AND MEN FOR MINISTRIES OF SERVICE TO THOSE IN NEED. 86484 476 EDUCATION FOR GRADUATE AND GRADUATE EDUCATION SERVICES STUDENTS IN ORDER TO SUPPORT MEN AND WOMEN IN THEIR VARIED MINISTRIES 29946 0 LAITY SERVICES IN ORDER TO ASSIST IN AFFIRMING LAY PEOPLE IN MINISTRY 60296 PUBLIC RELATIONS / OUTREACH 67291 762 VARIOUS OTHER 127587 762 485925 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X X LISA POLITO 2194646925 1304 LAPORTE AVENUE VALPARAISO IN 46383 JULIE LEHMANN SECRETARY 1.00 X X 0 0 0 JEANNE MOCKARD TREASURER 1.00 X X 0 0 0 MARYN OLSON BOARD MEMBER 1.00 X 0 0 0 KEITH WILLIAMS BOARD MEMBER 1.00 X 0 0 0 TOM CEDEL BOARD MEMBER 1.00 X 0 0 0 MIKE STEFFEN VICE PRESIDENT 1.00 X X 0 0 0 LIESL BEGNAUD BOARD MEMBER 1.00 X 0 0 0 ANN BAAS BOARD MEMBER 1.00 X 0 0 0 JEAN WARREN PRESIDENT 1.00 X X 0 0 0 TOM STOEBIG BOARD MEMBER 1.00 X 0 0 0 AMY SCHIFRIN BOARD MEMBER 1.00 X 0 0 0 TED ENGELBRECHT BOARD MEMBER 1.00 X 0 0 0 LISA POLITO EXECUTIVE DIRECTOR 40.00 X 114526 0 0 114526 0 0 1 0 0 0 0 1040058 1040058 PROGRAM FEES 611600 51030 51030 51030 74292 74292 1478669 1546607 -67938 -67938 -67938 MISCELLANEOUS INCOME 611600 1048 1048 1048 1098490 52078 0 6354 X 26375 26375 119444 47778 71666 261788 192987 22140 46661 22002 17951 866 3185 71797 58578 2826 10393 25976 16843 5615 3518 36631 36631 16431 10805 5626 4343 4343 5717 4283 491 943 6849 6849 9072 9072 16542 6762 9780 REPAIRS AND MAINTENANCE 32966 28049 4917 PROGRAM EXPENSES 19194 19194 COMMITTEES 18577 3726 14851 NEWSLETTERS 17650 8395 9255 43567 33007 235 10325 754921 485925 184716 84280 534090 19631 101817 285958 50921 43917 537 839 553788 384041 174285 169747 3878104 5027020 4739754 5547112 34625 9456 549 549 35174 10005 X 3158486 3939219 1546094 1597888 4704580 5537107 4739754 5547112 343569 488958 0 X X 1 X 0 1 0 X 1321237 516892 573023 816805 1040058 4268015 1321237 516892 573023 816805 1040058 4268015 1513393 2754622 -49021 344738 241289 66370 6354 609730 2163 308 1376 1608 1048 6503 4884248 319508 0.56400 0.61050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3278140 603544 522630 378804 4025510 2788610 472641 216750 199861 3278140 3100505 201275 -279081 234089 2788610 2675517 58109 625968 259089 3100505 2159771 697763 -49118 123085 9814 2675517 0.69390 0.30610 0 0 407479 243748 163731 146309 140293 6016 169747 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES, APPROVED BY THE BOARD OF TRUSTEES, FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG TERM. 1 SCHOLARSHIPS - UNDERGRADUATE EDUCATION 12 26375 PART I, LINE 2: SCHOLARSHIP MONEY DIRECTLY REDUCES STUDENT PROGRAM FEES. STUDENTS ARE REQUIRED TO REPAY FINANCIAL AID WITHIN TWO YEARS IF THEY CHOOSE TO DISCONTINUE THE DEACONESS EDUCATION/FORMATION PROCESS. PART III, LINE 3(A) STUDENTS WHO ARE ALREADY IN THE PROGRAM MAY REQUEST FUNDS. FINANCIAL NEED MUST BE DEMONSTRATED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE LUTHERAN DEACONESS SOCIETY (INDIVIDUALS WHO DONATE > $10 AND REQUEST TO VOTE) APPROVE THE ANNUAL MINUTES OF THE PRIOR ANNUAL MEETING AND HEAR REPORTS AND RECOMMENDATIONS FROM THE PRESIDENT OF THE BOARD OF DIRECTORS, THE TREASURER, AND PROFESSIONAL STAFF. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE LUTHERAN DEACONESS SOCIETY (INDIVIDUALS WHO DONATE > $10 AND REQUEST TO VOTE) APPROVE THE ANNUAL MINUTES OF THE PRIOR ANNUAL MEETING AND HEAR REPORTS AND RECOMMENDATIONS FROM THE PRESIDENT OF THE BOARD OF DIRECTORS, THE TREASURER, AND PROFESSIONAL STAFF. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS AND SIGNS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS REVIEW ALL DISCLOSURES REGARDING CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE ANNUALLY REVIEW ALL SALARIES. FOR THE EXECUTIVE DIRECTOR'S SALARY, THE PERSONNEL COMMITTEE FORWARDS ITS RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. FOR STAFF MEMBERS, THE PERSONNEL COMMITTEE FORWARDS RECOMMENDATIONS TO THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E MISCELLANEOUS: PROGRAM SERVICE EXPENSES 11,442. MANAGEMENT AND GENERAL EXPENSES 27. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,469. RECRUITMENT ACTIVITIES: PROGRAM SERVICE EXPENSES 8,192. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,192. APPEALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,959. TOTAL EXPENSES 7,959. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 4,953. MANAGEMENT AND GENERAL EXPENSES 208. FUNDRAISING EXPENSES 1,756. TOTAL EXPENSES 6,917. MILWAUKEE MOTHERHOUSE EXPENSE: PROGRAM SERVICE EXPENSES 2,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,667. MATERIALS: PROGRAM SERVICE EXPENSES 1,784. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 137. TOTAL EXPENSES 1,921. CLASS OF 1980/DIVERSITY EXPENSE: PROGRAM SERVICE EXPENSES 1,769. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,769. RESTRICTED GIFT EXPENSE: PROGRAM SERVICE EXPENSES 845. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 845. DIAKONIA/TEND: PROGRAM SERVICE EXPENSES 721. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 721. HOSPITALITY : PROGRAM SERVICE EXPENSES 78. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 473. TOTAL EXPENSES 551. RECRUITMENT MATERIALS: PROGRAM SERVICE EXPENSES 306. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 306. IN MEMORY OF SHERYL ANDREASEN: PROGRAM SERVICE EXPENSES 250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250. FORM 990, PART XII, LINE 1 MODIFIED CASH BASIS FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS IS THE SAME AS THE PRIOR YEAR.