2024-11-08T08:23:27-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-01-01 391242451 LSS FOUNDATION INC LSSF 4142462300 6737 W WASHINGTON STREET 2275 WEST ALLIS WI 53214 PATRICIA WESNER OFFICER 4142462300 2024-11-07 1 1 TROY MARINE CPA P00187863 4147775500 2023 2024-10-15 13:58:12Z PATRICIA WESNER 6737 W WASHINGTON STREET 2275 WEST ALLIS WI 53214 7720018 0 X WWW.LSSWIS.ORG X 1976 WI SUPPORTING THE TAX EXEMPT PURPOSE OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC. 11 11 1 11 8535 6781 205327 340407 0 0 1072197 1081668 0 0 1277524 1422075 1251760 1285066 0 0 77481 139162 0 0 102122 294827 318429 1624068 1742657 -346544 -320582 29198440 32356035 14500 5143 29183940 32350892 SUPPORTING THE TAX EXEMPT PURPOSE OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC. 0 0 1285066 1285066 LSS FOUNDATION, INC. IS ORGANIZED AND OPERATED TO SOLICIT AND MANAGE CONTRIBUTIONS FOR THE BENEFIT OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC. (LSS). ALL PROGRAM EXPENDITURES ARE MADE IN FURTHERANCE OF PROVIDING FUNDING FOR PROGRAMS AND CLIENTS OF LSS. 1285066 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X LSS FOUNDATION 4142462300 6737 W WASHINGTON STREET 2275 WEST ALLIS WI 53214 X DAVID C BOERKE DIRECTOR 3.00 X 0 0 0 A WILLIAM HUELSMAN DIRECTOR 3.00 X 0 0 0 SARA MAIO DIRECTOR 3.00 X 0 0 0 CATRENA REID DIRECTOR 3.00 X 0 0 0 MARGARET PAUR DIRECTOR 3.00 X 0 0 0 PATRICIA WESNER CHAIRPERSON 3.00 X X 0 0 0 GEORGE ROTH VICE CHAIR & SECRETARY 3.00 X X 0 0 0 JOHN SCHALLER DIRECTOR 3.00 X 0 0 0 ROBERT SHEPARD DIRECTOR 3.00 X 0 0 0 JOHN SILSETH DIRECTOR 3.00 X 0 0 0 MARK VAN GENDEREN TREASURER 3.00 X X 0 0 0 0 0 0 0 0 0 0 0 37830 66298 236279 340407 746655 8535 738120 6632956 6297943 335013 335013 335013 1422075 0 8535 1073133 1285066 1285066 115695 44978 70717 314 314 11980 3594 8386 11173 4171 7002 102068 102068 1298 1298 17349 17349 149356 149356 24862 14962 9900 23496 17379 6117 1742657 1285066 355469 102122 2648075 1250580 30854 15471 3401 3401 21982230 26820715 4380392 4265868 153488 0 29198440 32356035 14500 5143 14500 5143 X 25270403 28059239 3913537 4291653 29183940 32350892 29198440 32356035 -320582 3487534 0 X 0 1 X 1 0 X 266391 253627 197667 205327 340407 1263419 266391 253627 197667 205327 340407 1263419 10955 1252464 670781 644049 893328 734002 746655 3688815 4952234 0.25290 0.31070 X PART II, LINE 17A: FACTS AND CIRCUMSTANCES TEST: FOR THE FISCAL YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER REGULATION SECTION 1.170A-9(F)(3), THE FACTS AND CIRCUMSTANCES TEST, WHICH IDENTIFIES THE FOLLOWING RELEVANT FACTORS THAT ARE APPLICABLE: 1. TEN PERCENT SUPPORT LIMITATION: THE TOTAL AMOUNT OF PUBLIC SUPPORT NORMALLY RECEIVED EQUALS AT LEAST 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED. IN THE PERIOD ENDING DECEMBER 31, 2023, THE AMOUNT OF PUBLIC SUPPORT RECEIVED BY THE ORGANIZATION WAS $340,407, AND THE TOTAL PUBLIC SUPPORT PERCENTAGE FOR 2023 IS 25.29% OF TOTAL CONTRIBUTIONS. PRIOR TO 2022, THE ORGANIZATION HAS MET THE SUPPORT TEST SINCE 2014. 2. ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS ON THE GROUNDS THAT IT MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC THROUGH VARIOUS METHODS INCLUDING ANTICIPATED CAMPAIGNS. 3. SOURCES OF SUPPORT: THE ORGANIZATION DEMONSTRATES THAT ITS PUBLIC SUPPORT COMES DIRECTLY FROM A REPRESENTATIVE NUMBER OF PERSONS AND CONGREGATIONS, RATHER THAN RECEIVING ALMOST ALL OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. 4. IN ADDITION, UNDER REGULATION SECTION 1.170A-9(F)(3)(III)(D)(3)(II), THE ORGANIZATION'S MISSION STATEMENT PROVIDES SUPPORT OF THE MINISTRIES OF LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN (LSS). A SIGNIFICANT PORTION OF THE AMOUNTS GIVEN IN THE LAST FIVE YEARS ARE SPENT FOR THE BENEFIT OF LSS. ALL EXPENDITURES ARE MADE IN ADVANCEMENT OF FULFILLING THEIR MISSION OF ACT COMPASSIONATELY, SERVE HUMBLY AND LEAD COURAGEOUSLY BY PROVIDING FUNDING FOR PROGRAMS AND CLIENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26604124 269662 4033430 1204217 138494 29564505 31685659 70982 -3852996 1158367 141154 26604124 30125854 63778 2968198 1320890 151281 31685659 28063257 134475 3377317 1315132 134063 30125854 26279846 147663 4226985 2456675 134562 28063257 0.85500 0.11400 0.03100 0 0 0 PRIVATE PLACEMENT LIMITED PARTNERSHIPS 4265868 F 4265868 4760253 3487534 3487534 1272719 149356 149356 1422075 1593301 0 1593301 149356 149356 1742657 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO SUPPORT LSS OF WISCONSIN AND UPPER MICHIGAN, INC. AND ITS PROGRAMS. 1 LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC 6737 W WASHINGTON ST SUITE 2275 MILWAUKEE WI 53214 390816846 501 (C) (3) 1285066 0 OTHER SUPPORT OF LSS EXEMPT PURPOSE 1 0 PART I, LINE 2: LSS FOUNDATION RELIES ON LSS MANAGEMENT POLICIES AND PROCEDURES TO ASSURE GRANTED MONIES ARE ADMINISTERED ACCURATELY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 AND IS PROVIDED THE OPPORTUNITY TO REVIEW IT. FORM 990, PART VI, SECTION B, LINE 12C IT IS AN ANNUAL REQUIREMENT FOR OFFICERS AND DIRECTORS TO FILL OUT A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE BOARD OF DIRECTORS UTILIZES EXTERNAL RESOURCES, BENCHMARKING, AND OTHER DATA TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING OF TOP MANAGEMENT. LINE 15B: THE BOARD OF DIRECTORS UTILIZES EXTERNAL RESOURCES, BENCHMARKING, AND OTHER DATA TO DETERMINE PAY RATES AND APPROVE PAY AND HIRING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT PRESENTLY HAVE A PROCESS FOR PUBLIC ACCESS TO ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. THESE ARE AVAILABLE UPON REQUEST. LSS OF WI & UPPER MI INC 6737 W WASHINGTON STREET SUITE 2275 WEST ALLIS WI 53214 390816846 VARIOUS SOCIAL SERVICES WI 501 (C) (3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 LUTHERAN SOCIAL SERVICES OF WI & UPPER MI INC C 66298 CASH LUTHERAN SOCIAL SERVICES OF WI & UPPER MI INC M 102068 CASH LUTHERAN SOCIAL SERVICES OF WI & UPPER MI INC R 1285066 CASH