2026-08-17T16:16:01-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2024-10-01 411976959 PARTNERS IN COMMUNITY SUPPORTS INC PART 6519675060 1605 EUSTIS STREET ST PAUL MN 55108 TAUSEEF JOE KHAWAJA SVP OF FINANCE AND OPERATIONS 6519692347 2026-08-16 1 1 KELCEY LEITL P01584977 9202315890 2026-08-16 2024 2025-03-06 01:10:19Z ALISSA DOTT 1605 EUSTIS STREET ST PAUL MN 55108 100110294 0 X WWW.PICSWEB.ORG X 2000 MN TO PROVIDE SERVICES AND SUPPORT TO PEOPLE WITH DISABILITIES AND OLDER ADULTS. 5 0 3788 0 0 0 0 0 83918905 100109470 1109 824 15435 0 83935449 100110294 0 0 0 0 70689894 85742371 0 0 0 7399405 7837233 78089299 93579604 5846150 6530690 38509685 45064034 2002652 1964301 36507033 43099733 THE ORGANIZATION FUNCTIONS PRIMARILY AS A FISCAL SUPPORT ENTITY THAT OFFERS A RANGE OF CONSUMER DIRECTED COMMUNITY SUPPORTS FOR INDIVIDUALS WITH DISABILITIES, THE ELDERLY, PEOPLE AFFECTED BY BRAIN INJURY AND THEIR FAMILIES. 0 0 92892615 0 100109470 PICS (PARTNERS IN COMMUNITY SUPPORTS) IS A FINANCIAL MANAGEMENT SERVICES (FMS) THAT OFFERS FINANCIAL AND TECHNICAL SUPPORT FOR INDIVIDUALS AND FAMILIES WHO CHOOSE TO DESIGN THEIR OWN SUPPORT STRUCTURES AND REMAIN IN THEIR OWN HOMES AND COMMUNITIES. LAST YEAR OVER 2,400 PARTICIPANTS CHOSE PICS SELF-DIRECTED SERVICES AND WERE SUPPORTED BY 3,300 WORKERS/CAREGIVERS. 92892615 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 0 0 0 1 142 0 1 3788 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X TAUSEEF (JOE) KHAWAJA 6519692347 2485 COMO AVE SAINT PAUL MN 55108 TAUSEEF JOE KHAWAJA SR. VP FINANCE AND OPERATIONS 2.00 42.00 X X 0 240992 44141 ALEXIS OBERDORFER SR. VP SERVICE 5.00 40.00 X X 0 227612 14671 MIATA GETAWEH VP OF HUMAN RESOURCES 2.00 40.00 X X 0 159722 42857 ALISSA DOTT AVP COMM BASED SERVICES 10.00 35.00 X X 0 136377 46245 PATRICK THUESON PRESIDENT 2.00 43.00 X 0 436951 58232 ALAINA ERIKSEN SR DIRECTOR PICS 40.00 0.00 X 109064 0 22739 109064 1201654 228885 1 0 1 0 0 SERVICE REVENUES 624100 100079097 100079097 BACKGROUND CHECKS 624100 18226 18226 CLIENT FEES 624100 12147 12147 100109470 824 824 100110294 100109470 0 824 80854924 80464013 390911 105746 92290 13456 2410230 2339062 71168 2371471 2336537 34934 4872 4872 23090 23090 40076 24193 15883 107869 99677 8192 28113 20227 7886 238332 185082 53250 106276 86774 19502 17568 13787 3781 24486 24486 22336 20523 1813 26207 23557 2650 CLIENT EXPENSES 7142825 7142747 78 WRITEOFFS NET OF RECOVE 41690 41575 115 BANK SERVICE CHARGES 11475 11475 VOLUNTEER EXPENSES 1532 1532 486 2571 -2085 93579604 92892615 686989 0 31465973 32454069 5876677 9870121 8117 7212 2704295 1000870 129711 1703425 1029207 1029207 38509685 45064034 2002652 1964301 2002652 1964301 X 36507033 43099733 36507033 43099733 38509685 45064034 X 6530690 62010 X 0 1 X 1 1 1 X 55738 55738 59173649 64411972 71320182 83918905 100109470 378934178 59173649 64411972 71375920 83918905 100109470 378989916 0 0 0 378989916 1292 784 26 1109 824 4035 1292 784 26 1109 824 4035 5468 34777 13011 15435 68691 59180409 64447533 71388957 83935449 100110294 379062642 0.99980 0.99980 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 5,468. 2021 AMOUNT: $ 34,777. 2022 AMOUNT: $ 13,011. 2023 AMOUNT: $ 15,435. 19809 19809 0 2684486 981061 1703425 1703425 X PART X, LINE 2: 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. 0 0 0 0 0 0 0 0 0 PATRICK THUESON PRESIDENT 0 393873 0 0 0 43078 0 12810 0 45422 0 495183 0 0 TAUSEEF JOE KHAWAJA SR. VP FINANCE AND OPERATIONS 0 239766 0 0 0 1226 0 4856 0 39285 0 285133 0 0 ALEXIS OBERDORFER SR. VP SERVICE 0 220244 0 0 0 7368 0 6890 0 7781 0 242283 0 0 MIATA GETAWEH VP OF HUMAN RESOURCES 0 159386 0 0 0 336 0 6297 0 36560 0 202579 0 0 ALISSA DOTT AVP COMM BASED SERVICES 0 136085 0 0 0 292 0 5443 0 40802 0 182622 0 0 PART I, LINE 3 LUTHERAN SOCIAL SERVICE OF MINNESOTA BOARD OF DIRECTORS CONTRACTS WITH AN INDEPENDENT CONSULTANT FOR MANAGEMENT CONSULTING SERVICES RELATED TO EXECUTIVE COMPENSATION. A COMPLETE MARKET ANALYSIS IS CONDUCTED USING VARIOUS MARKET SURVEYS AND RECOMMENDATIONS PROVIDED TO THE BOARD BY THE CONSULTANT. THIS INFORMATION IS PRESENTED TO ALL BOARD MEMBERS FOR REVIEW. THE BOARD USES THIS INFORMATION IN CONJUNCTION WITH THE PRESIDENT'S PERFORMANCE REVIEW PROCESS AND THE ORGANIZATION'S SALARY ADMINISTRATION PROGRAM, TO DETERMINETHE APPROPRIATE SALARY ACTIONS. THE BOARD DOCUMENTS THE PRESIDENT'S PERFORMANCE REVIEW AND ITS APPROVAL OF ANY SALARY ACTION IS DOCUMENTED IN THE BOARD'S MINUTES. FORM 990, PART VI, SECTION A, LINE 2 PATRICK THUESON HAS A BUSINESS RELATIONSHIP WITH ALL THE BOARD MEMBERS. THEY ARE ALL EMPLOYED AT LUTHERAN SOCIAL SERVICE OF MINNESOTA WHERE PATRICK THUESON IS THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS LUTHERAN SOCIAL SERVICE OF MINNESOTA. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE APPOINTED BY THE SOLE MEMBER OF THE ORGANIZATION, LUTHERAN SOCIAL SERVICE OF MINNESOTA. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT RECEIVING APPROVAL FROM THE SOLE MEMBER: (1) AMENDMENTS OF THE GOVERNING DOCUMENTS; (2) MERGER OR CONSOLIDATION WITH ANY OTHER ORGANIZATION; (3) VOLUNTARY DISSOLUTION; (4) SELL, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL PROPERTY AND ASSETS; (5) ESTABLISH THE NUMBER OF DIRECTORS, APPOINT THE BOARD OF DIRECTORS, OR REMOVE DIRECTORS AT ANY TIME, WITH OR WITHOUT CAUSE; (6) PURCHASE OR ACQUIRE SUBSTANTIALLY ALL OF THE ASSETS OF ANOTHER ENTITY; AND (7) SUBSTANTIALLY CHANGE THE PRESENT OR INTENDED NATURE OF THE ORGANIZATION'S ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE STAFF OF LUTHERAN SOCIAL SERVICE OF MINNESOTA AND FORWARDED TO THE BOARD MEMBERS 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 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 (OTHER THAN EMPLOYMENT COMPENSATION PAID BY LUTHERAN SOCIAL SERVICE OF MINNESOTA), 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 TAKEN WITH RESPECT TO SUCH TRANSACTION. THE ORGANIZATION 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. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR DOUBTFUL ACCOUNTS 62,010. LUTHERAN SOCIAL SERVICE OF MINNESOTA 2485 COMO AVENUE ST PAUL MN 55108 410872993 SOCIAL SERVICES MN 501(C)(3) LINE 1 N/A 0 LUTHERAN SOCIAL SERVICE FOUNDATION 2485 COMO AVENUE ST PAUL MN 55108 411690681 CHARITABLE FOUNDATION MN 501(C)(3) LINE 12A, I LUTHERAN SOCIAL SERVICE OF MINNESOTA 0 CHILDREN'S HOME SOCIETY OF MINNESOTA 1605 EUSTIS STREET ST PAUL MN 55108 410693906 TO HELP CHILDREN AND COMMUNITY MN 501(C)(3) LINE 7 LUTHERAN SOCIAL SERVICE OF MINNESOTA 0 CHILDREN'S HOME SOCIETY FOUNDATION 1605 EUSTIS STREET ST PAUL MN 55108 472390880 CHARITABLE FOUNDATION MN 501(C)(3) LINE 7 LUTHERAN SOCIAL SERVICE OF MINNESOTA 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0