2025-11-05T13:49:56-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2024-01-01 341743473 LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION LUTH 4192439178 2149 COLLINGWOOD BLVD TOLEDO OH 43620 TERRI RODRIGUEZ EXECUTIVE DIRECTOR 4192439178 2025-11-04 1 1 DIANN STRETTEN P01983935 4197942000 2025-11-04 2024 2025-03-06 01:10:19Z TERRI RODRIGUEZ 2149 COLLINGWOOD BLVD TOLEDO OH 43620 4139919 0 1 X WWW.LSSNWO.ORG X 1993 OH THE LSS FOUNDATION PROVIDES CONTINUING SUPPORT FOR THE MISSION OF LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO BY GATHERING AND GROWING THE GIFTS OF OUR LOYAL DONORS. 9 9 0 9 0 0 326702 390513 0 0 149889 225500 421 462 477012 616475 211274 390949 0 0 0 0 0 0 0 33549 32114 244823 423063 232189 193412 5081060 5455608 14771 20857 5066289 5434751 THE FOUNDATION GATHERS & GROWS THE INVESTMENTS OF LOYAL DONORS TO PROVIDE SUPPORT FOR LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO. 0 0 390949 390949 225962 THE FOUNDATION MAXIMIZES RETURNS ON AND SAFEGUARDS ASSETS HELD FOR THE LONG TERM FUNDING NEEDS OF LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO IN PURSUIT OF THEIR EXEMPT PURPOSE OF PROVIDING SOCIAL SERVICES IN THE AREAS OF MENTAL HEALTH & SUBSTANCE USE COUNSELING TO INDIVIDUALS AND FAMILIES, AS WELL AS FINANCIAL COACH AND EDUCATIONAL SERVICES IN NORTHWESTERN OHIO AND SOUTHEASTERN MICHIGAN. 390949 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CAROLE BURGESS 4192439178 2149 COLLINGWOOD BLVD TOLEDO OH 43620 RICHARD CHASE TREASURER 0.25 0.00 X X 0 0 0 JAMES MORGAN CHAIRMAN 0.25 0.00 X X 0 0 0 JUDGE JACK PUFFENBERGER VICE CHAIR 0.25 0.00 X X 0 0 0 DONOVAN GREENING TRUSTEE 0.25 0.00 X 0 0 0 LUANN CROY TRUSTEE 0.25 0.00 X 0 0 0 KAY BURRELL TRUSTEE 0.25 0.00 X 0 0 0 JULIE BEITELSCHEES TRUSTEE 0.25 0.00 X 0 0 0 RAINA DAWSON TRUSTEE 0.25 0.00 X 0 0 0 TASIA LANE TRUSTEE 0.25 0.00 X 0 0 0 TERRI RODRIGUEZ EXECUTIVE DIRECTOR 0.00 40.00 X 0 153894 15476 KEN RICHMOND DIRECTOR OF FINANCE 0.00 40.00 X 0 90937 14013 0 244831 29489 2 0 1 0 0 6489 384024 390513 116832 116832 3632112 3523444 108668 108668 108668 OTHER INCOME 900099 462 462 462 616475 225962 0 0 390949 390949 15703 15703 13352 13352 3059 3059 423063 390949 32114 0 8068 8068 1012788 690781 335359 322007 3151855 2472167 762899 1627375 822879 1025991 5081060 5455608 14771 20857 14771 20857 X 4826811 5195273 239478 239478 5066289 5434751 5081060 5455608 193412 175050 0 X 0 1 X 1 0 X X X 1 LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO 344428225 7 1 390949 0 1 390949 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: THE SUPPORTED ORGANIZATION IS THE ONLY RECIPIENT OF FUNDS FROM THE FILING ORGANIZATION AND THERE EXISTS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE TWO ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239478 239478 239478 239478 239478 239478 239478 239478 239478 239478 0.00000 1.00000 0.00000 0 0 121414 121414 891374 690781 200593 322007 NORTHERN INSTITUTIONAL US GOVERNMENT SELECT 858737 F FIDELITY TOTAL MARKET INDEX 768638 F 1627375 CASH SURRENDER VALUE - LIFE INSURANCE 8212 RELATED PARTY AR 1017779 1025991 X PART V, LINE 4: TO ACT IN SUPPORT OF LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO. PART X, LINE 2: MANAGEMENT OF THE FOUNDATION IS REQUIRED TO DETERMINE WHETHER A TAX POSITION OF THE FOUNDATION ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT OF THE FOUNDATION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. HOWEVER, MANAGEMENT'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, NEW TAX LAWS, REGULATIONS, AND ADMINISTRATIVE INTERPRETATIONS (INCLUDING RELEVANT COURT DECISIONS). THE FOUNDATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO 2149 COLLINGWOOD AVENUE TOLEDO OH 43620 344428225 501(C)(3) 390949 0 CASH N/A SUPPORT 1 0 PART I, LINE 2: EACH YEAR THE FOUNDATION MEETS AFTER THE END OF A CALENDAR YEAR AND BASES ITS ALLOCATION TO LSS ON THE INVESTMENT RETURNS OF THAT PREVIOUS CALENDAR YEAR. THIS IS BASED ON A MINIMUM 5% THAT THE FOUNDATION WILL GIVE TO LSS AGENCY. 0 0 0 0 0 0 0 0 0 TERRI RODRIGUEZ EXECUTIVE DIRECTOR 0 153894 0 0 0 0 0 3330 0 12146 0 169370 0 0 PART I, LINE 3 THE ANNUAL PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS INCLUDES COMPARISON TO A COMPENSATION SURVEY AND STUDY AND APPROVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B IT IS DISTRIBUTED TO MEMBERS FOR REVIEW AND ANY QUESTIONS/COMMENTS ARE DIRECTED TO THE DIRECTOR OF FINANCE. FORM 990, PART VI, SECTION B, LINE 12C AS PERTINENT ISSUES ARISE, BOARD MEMBERS ARE ENCOURAGED TO ABSTAIN FROM VOTING OR SERVING ON COMMITTEES THAT COULD PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ANNUAL PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS INCLUDES COMPARISON TO A COMPENSATION SURVEY AND STUDY AND APPROVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FILLING MEMORIAL HOME OF MERCY INC N-160 SR 108 NAPOLEON OH 43545 344481347 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 0 FILLING HOME FOUNDATION N-160 SR 108 NAPOLEON OH 43545 341747447 SUPPORT FILLING MEMORIAL HOME OH 501(C)(3) LINE 12A, I N/A 0 FMHM COMMUNITY LIVING N-160 SR 108 NAPOLEON OH 43545 208597755 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 0 FULFILLING HOUSING INC N-160 SR 108 NAPOLEON OH 43545 450577994 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 7 N/A 0 FULFILLING HOUSING II INC N-160 SR 108 NAPOLEON OH 43545 320272307 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 7 N/A 0 FULFILLING HOUSING III INC N-160 SR 108 NAPOLEON OH 43545 320272309 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 0 FULFILLING HOUSING IV INC N-160 SR 108 NAPOLEON OH 43545 320272312 PROVIDE RESIDENTIAL CARE OH N/A 0 FMHM HOUSING CORP N-160 SR 108 NAPOLEON OH 43545 208599973 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 0 LUTHER HOME OF MERCY 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 344441788 PROVIDE LONG TERM CARE FOR ADULTS WITH MENTAL RETARDATION & DISABILITIES OH 501(C)(3) LINE 10 N/A 0 LUTHER HOME OF MERCY FOUNDATION 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 341680157 PROVIDE DONATIONS FOR LUTHER HOME OF MERCY FOR COSTS NOT COVERED BY GOV'T OH 501(C)(3) LINE 12A, I N/A 0 MERCY OUTREACH MINISTRIES INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 311762518 PROVIDE ELDERLY OR HANDICAPPED ON A NONPROFIT BASIS RENTAL HOUSING OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES II INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 300074718 PROVIDE ELDERLY OR HANDICAPPED ON A NONPROFIT BASIS RENTAL HOUSING OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES III INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 510559043 PROVIDE ELDERLY OR HANDICAPPED ON A NONPROFIT BASIS RENTAL HOUSING OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES IV INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 161758563 PROVIDE ELDERLY OR HANDICAPPED ON A NONPROFIT BASIS RENTAL HOUSING OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES V INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 223966179 PROVIDE ELDERLY OR HANDICAPPED ON A NONPROFIT BASIS RENTAL HOUSING OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES VI INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 223966180 PROVIDE ELDERLY OR HANDICAPPED ON A NONPROFIT BASIS RENTAL HOUSING OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES VII INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 474241337 START UP ENTITY WILL PROVIDE ELDERLY OR HANDICAPPED RENTAL HOUSING OH 501(C)(3) LINE 7 N/A 0 LHM PROPERTIES INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 161758565 START UP ENTITY WILL PROVIDE ELDERLY OR HANDICAPPED RENTAL HOUSING OH 501(C)(3) LINE 7 N/A 0 LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO 2149 COLLINGWOOD BLVD TOLEDO OH 43620 344428225 SOCIAL SERVICES PROVIDER OH 501(C)(3) LINE 7 N/A 0 LUTHERAN MINISTRIES OF MERCY INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 461893000 ASSIST RELATED ORGANIZATIONS OH 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0