2026-08-17T13:53:01-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2024-10-01 410872993 LUTHERAN SOCIAL SERVICE OF MINNESOTA LUTH 6519692300 2485 COMO AVENUE ST PAUL MN 55108 TAUSEEF JOE KHAWAJA SVP OF FINANCE AND OPERATIONS 6519692280 2026-08-17 1 1 KELCEY LEITL P01584977 9202315890 2026-08-17 2024 2025-03-06 01:10:19Z PATRICK THUESON 2485 COMO AVENUE ST PAUL MN 55108 192970414 0 9386 X WWW.LSSMN.ORG X 1962 MN EXPRESS THE LOVE OF CHRIST FOR ALL PEOPLE THROUGH SERVICE THAT CHANGES LIVES AND BUILDS COMMUNITY. 20 20 3673 3200 0 0 15011822 60031548 166661659 128379368 2043369 2238008 -3052250 -3400481 180664600 187248443 18573500 16913217 0 0 122646017 132220696 0 0 5162605 35346446 36413755 176565963 185547668 4098637 1700775 100563689 101904218 50819110 49359847 49744579 52544371 X LUTHERAN SOCIAL SERVICE OF MINNESOTA EXPRESSES THE LOVE OF CHRIST FOR ALL PEOPLE THROUGH SERVICE THAT INSPIRES HOPE, CHANGES LIVES AND BUILDS COMMUNITY. LUTHERAN SOCIAL SERVICE OF MINNESOTA AND AFFILIATES IS ONE OF MINNESOTA'S LARGEST AND OLDEST NON-PROFIT SOCIAL SERVICE ORGANIZATIONS. LUTHERAN SOCIAL SERVICE OF MINNESOTA HAS 350 SERVICE UNITS IN OVER 300 LOCATIONS ACROSS MINNESOTA. WE SERVE 1 IN 63 MINNESOTANS.LUTHERAN SOCIAL SERVICE OF MINNESOTA IS A WELCOMING ORGANIZATION OFFERING EMPLOYMENT OPPORTUNITIES AND SUPPORT FOR ALL PEOPLE. WE DO NOT DISCRIMINATE BASED ON RACE, COLOR, RELIGION, SEX, OR NATIONAL ORIGIN. ADDITIONAL INFORMATION ABOUT THE ORGANIZATION AND ITS SERVICES CAN BE FOUND AT WWW.LSSMN.ORG. 0 0 91882062 9183247 106490764 IN RESIDENTIAL AND CUSTOMIZED SUPPORT SERVICES, WE HELP PEOPLE WITH IDENTIFIED NEEDS LIVE THE LIVES THEY IMAGINE FOR THEMSELVES THROUGH RESIDENTIAL, IN-HOME AND EMPLOYMENT SERVICES. IN FY 25, WE SERVED 779 INDIVIDUALS THROUGH THESE PROGRAMS. OUR COMMUNITY BASED SERVICES SUPPORT INDIVIDUALS WITH IDENTIFIED NEEDS IN COMMUNITY-BASED SETTINGS TO LIVE THE LIVES THEY IMAGINE FOR THEMSELVES, THROUGH LIFE SHARING, DEAF AND HARD OF HEARING FAMILY SERVICES, CARE COORDINATION SERVICES AND A SUPPORTIVE, MEDICALLY SOUND CAMP FOR INDIVIDUALS WITH MEDICAL CONDITIONS AND OTHER IDENTIFIED NEEDS. IN FY 25, WE SERVED 7,556 INDIVIDUALS AND FAMILIES THROUGH THESE PROGRAMS. 44835112 7729970 517655 OUR CHILDREN & FAMILY SERVICES PROVIDE SERVICES FOR CHILDREN AND FAMILIES THAT STRENGTHEN THEIR RESILIENCY AND CONNECTIONS IN COMMUNITY THROUGH FOSTER CARE AND ADOPTION, BEHAVIORAL HEALTH, A CAMP FOCUSED ON KIDS' RESILIENCE AFTER LIVING THROUGH DISASTERS, AND FAMILY SERVICES SUCH AS KINSHIP SUPPORT AND EARLY CHILDHOOD EDUCATION. IN FY 25, 14,682 CHILDREN AND FAMILIES RECEIVED SUPPORT FROM LSS THROUGH THESE SERVICES. LSS' ECONOMIC OPPORTUNITY & YOUTH SUPPORT SERVICES STRENGTHEN INDIVIDUALS AND FAMILIES WITH RESOURCES THAT IMPROVE THEIR ECONOMIC, SOCIAL, HEALTH, AND HOUSING STABILITY THROUGH EMPLOYMENT AND HOUSING SERVICES, FINANCIAL COUNSELING, REFUGEE SERVICES AND SERVICES FOR YOUTH EXPERIENCING HOMELESSNESS. IN FY 25, WE SUPPORTED 30,624 INDIVIDUALS, YOUTH AND FAMILIES THROUGH THESE PROGRAMS. 19093065 21370949 LSS' SERVICES FOR OLDER ADULTS HELP OLDER ADULTS AND OTHERS MAINTAIN HEALTHY, CONNECTED, AND BALANCED LIFESTYLES IN THEIR OWN HOMES AND COMMUNITIES THROUGH ACCESS TO NUTRITIOUS MEALS, CAREGIVER AND COMPANION SERVICES, TRUST SERVICES, SUPPORTED DECISION-MAKING AND GUARDIANSHIP SERVICES. IN FY 25, WE SUPPORTED 14,801 INDIVIDUALS THROUGH THESE SERVICES. 155810239 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 616 0 1 3673 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MN X X JOE KHAWAJA 6519692280 2485 COMO AVE SAINT PAUL MN 55108 X PATRICK THUESON PRESIDENT 40.00 5.00 X 436951 0 58232 MAUREEN WARREN SR. VP OF SERVICES - THRU 10/24 40.00 5.00 X 265791 0 37520 TAUSEEF KHAWAJA SR. VP FINANCE AND OPERATIONS 40.00 4.00 X 240992 0 44141 ALEXIS OBERDORFER SR. VP OF SERVICES 40.00 5.00 X 227612 0 14671 JESSE STREMCHA SR. VP OF STRATEGIC GROWTH & INNOVATION 40.00 1.00 X 224664 0 26404 GEORGE KLAUSER ACO DIRECTOR (SEE SCH O) 40.00 0.00 X 210193 0 49312 PATRICE O'LEARY AVP YOUTH SERVICES - THRU 1/25 40.00 0.00 X 174871 0 37853 MICHAEL BOHLKEN AVP INFO TECHNOLOGY/RISK/COMPLIANCE 40.00 0.00 X 172824 0 43113 MARK DUBBELS AVP RCSS SERVICES 40.00 0.00 X 170773 0 10978 TORY MERHAR AVP OLDER ADULTS 40.00 0.00 X 161117 0 47402 MIATA GETAWEH VP OF HUMAN RESOURCES 40.00 2.00 X 159722 0 42857 CHRISTOPHER THOMPSON SR DIRECTOR OF FINANCE 40.00 1.00 X 155204 0 11449 DR ROB NESSE CHAIR 1.00 0.00 X X 0 0 0 NARDOS SIUM VICE CHAIR 1.00 0.00 X X 0 0 0 REV MARK AUNE SECRETARY 1.00 0.00 X X 0 0 0 JEWELIE GRAPE TREASURER 1.00 0.00 X X 0 0 0 LOREN ANDERSON TRUSTEE 1.00 0.00 X 0 0 0 PER ANDERSON TRUSTEE 1.00 0.00 X 0 0 0 REV KELLY CHATMAN TRUSTEE 1.00 0.00 X 0 0 0 AARON GERINGER TRUSTEE 1.00 0.00 X 0 0 0 NICOLE JAMES GILCHRIST TRUSTEE 1.00 0.00 X 0 0 0 REV LORI GORDON TRUSTEE 1.00 0.00 X 0 0 0 H THEODORE TED GRINDAL TRUSTEE 1.00 0.00 X 0 0 0 BISHOP REGINA HASSANALLY TRUSTEE 1.00 0.00 X 0 0 0 JODY HORNTVEDT TRUSTEE 1.00 0.00 X 0 0 0 THERESA JACOBSON TRUSTEE 1.00 0.00 X 0 0 0 JUDGE LUCINDA JESSON TRUSTEE 1.00 0.00 X 0 0 0 BISHOP PATRICIA LULL TRUSTEE 1.00 0.00 X 0 0 0 BISHOP DEE PEDERSON TRUSTEE 1.00 0.00 X 0 0 0 VINCENT PETERS TRUSTEE 1.00 0.00 X 0 0 0 LEE-ANN STEPHENS TRUSTEE 1.00 0.00 X 0 0 0 PANG XIONG TRUSTEE 1.00 0.00 X 0 0 0 2600714 0 423932 47 0 1 0 CADY BUILDING MAINTENANCE INC 9220 BASS LAKE RD 360 NEW HOPE MN 55428 OFFICE MAINTENANCE 636866 TURNBERRY SOLUTIONS INC 100 SOUTH FIFTH ST SUITE 300 MINNEAPOLIS MN 55402 TECHNOLOGY SOLUTIONS 613701 SELA ROOFING & REMODELING INC 4521 HWY 7 ST LOUIS PARK MN 55416 CONSTRUCTION 582112 CEDAR CREEK ENERGY CORPORATION 3155 104TH LANE NE BLAINE MN 55449 CONSTRUCTION 485842 LOFFLER MANAGEMENT SOLUTIONS 1101 E 78TH ST BLOOMINGTON MN 55420 OFFICE MANAGEMENT 319200 11 142559 1994060 250305 45399111 12245513 210370 60031548 GOV'T FEES/CONTRACTS 624100 105620543 105620543 CLIENT FEES 624100 13575578 13575578 PASS THROUGH REVENUES 624100 9183247 9183247 128379368 1477334 1477334 652429 3710527 -3058098 -3058098 -3058098 1663049 289047 1116143 75279 546906 213768 760674 760674 288812 1994060 820022 -531210 -531210 REBATES 900099 118320 118320 INSURANCE REIMBURSEMENTS 900099 52307 52307 MISCELLANEOUS INCOME 900099 18200 18200 188827 187248443 128379368 0 -1162473 902689 902689 16010528 16010528 1501629 38712 1269355 193562 99939364 83322280 13831684 2785400 773507 742674 30833 20552998 16998781 3166276 387941 9453198 8032619 1137595 282984 1577 1577 279588 120924 158664 199740 199740 3309 3309 42649 42649 1592447 314257 865885 412305 2666779 2400018 266761 718558 386439 250310 81809 3617463 1833655 1509224 274584 6969397 6218094 635066 116237 2425293 2240661 123116 61516 1787277 986614 797354 3309 220046 96908 123138 3568014 3508972 59042 829587 743286 86301 FOOD 4684826 4682593 640 1593 CLIENT EXPENSES 4121982 4118195 2043 1744 VOLUNTEER EXPENSES 1690168 1640190 49876 102 WRITEOFFS NET OF RECOVE 583402 356912 226490 411653 112661 -3204 302196 185547668 155810239 24574824 5162605 5039507 5466897 498313 545611 2591882 10479598 19561708 13248277 136165 135358 1356956 1066132 104533985 53243157 51897375 51290828 3789336 4088006 5189737 5600771 425000 425000 10077710 9557740 100563689 101904218 18745769 19826320 2662374 2357018 8345484 7794380 21065483 19382129 50819110 49359847 X 27320721 26351133 22423858 26193238 49744579 52544371 100563689 101904218 X 1700775 -57286 1156303 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1 0 0 0 0 1 3309 0 0 3309 0 PART II-B, LINE 1: 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: (1) THE EFFECTIVE USE OF 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. 1 121142441 14648987 135791428 0 5474239 257556 685950 230518 24577 6162650 4692250 6100 1047170 228558 42723 5474239 4410658 19725 523187 225978 35342 4692250 5021044 351731 -756601 174172 31344 4410658 4182489 331870 744522 177127 60710 5021044 0.00000 0.65504 0.34496 0 1 1 6601976 6601976 77452385 36903256 40549129 2036950 1143551 893399 16347872 14546521 1801351 2094802 649829 1444973 51290828 BENEFICIAL INTEREST IN PERPETUAL TRUST 3983258 F POOLED REMAINDER TRUST 1617513 F 5600771 OTHER ASSETS 1444017 CASH SURRENDER VALUE OF LIFE INSURANCE 100391 DEFERRED GIFTS 486135 ROU ASSET 7527197 9557740 ACCRUED MINIMUM PENSION LIABILITY 3855672 CONDITIONAL GRANTS 6820580 OBLIGATION UNDER TRUST AGREEMENT 1057026 LEASE LIABILITY 7648851 19382129 X PART IV, LINE 1B: THE ORGANIZATION PROVIDES POOLED TRUST 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. 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. CELEBRATION GALA 1318974 1195579 123395 14283 186370 232534 NIGHT UNDER THE STARS 463748 417074 46674 27535 11671 15698 2 500150 381407 118743 105369 9683 65113 151766 2282872 1994060 288812 132904 23966 263154 399998 820022 -531210 1 RISE INCORPORATED 8406 SUNSET RD NE SPRING LAKE PK MN 55432 410972476 501(C)(3) 233475 0 N/A N/A FHPAP SERVICE THE LINK 1210 GLENWOOD AVE MINNEAPOLIS MN 55405 411920649 501(C)(3) 203478 0 N/A N/A STREET OUTREACH CATHOLIC CHARITIES 911 18TH N ST CLOUD MN 56303 410737799 501(C)(3) 163209 0 N/A N/A FHPAP SERVICE OASIS FOR YOUTH 2200 W OLD SHAKOPEE RD BLOOMINGTON MN 55431 453683785 501(C)(3) 155538 0 N/A N/A HOUSING SERVICES AIN DAH YUNG CENTER 1089 PORTLAND AVE ST PAUL MN 55104 411697692 501(C)(3) 93929 0 N/A N/A STREET OUTREACH ST CROIX FAMILY RESOURCE CENTER INC PO BOX 73 BAYPORT MN 55003 475032696 501(C)(3) 26623 0 N/A N/A STREET OUTREACH MOVEFWD INC 1001 HWY 7 ROOM 237 HOPKINS MN 55305 411689632 501(C)(3) 18341 0 N/A N/A STREET OUTREACH PILLSBURY UNITED COMMUNITIES 125 W BROADWAY AVE MINNEAPOLIS MN 55411 410916478 501(C)(3) 8095 0 N/A N/A STREET OUTREACH 8 0 HOST HOMES 213 9183247 N/A N/A HOUSING SERVICES 503 3805011 N/A N/A REFUGEE ASSISTANCE 1968 1721146 N/A N/A YOUTH SUPPORT SERVICES 486 1301124 N/A N/A PART I, LINE 2: THE ORGANIZATION TRACKS THE EXPENSES THAT ARE SENT TO INDIVIDUALS AND 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. PART III, COLUMN (B): PARTICIPANTS TRACKED BY PROGRAM STAFF. X 0 0 X X X 0 0 0 0 0 0 0 1 0 PATRICK THUESON PRESIDENT 393873 0 0 0 43078 0 12810 0 45422 0 495183 0 0 0 MAUREEN WARREN SR. VP OF SERVICES - THRU 10/24 260505 0 3000 0 2286 0 9235 0 28285 0 303311 0 0 0 TAUSEEF KHAWAJA SR. VP FINANCE AND OPERATIONS 239766 0 0 0 1226 0 4856 0 39285 0 285133 0 0 0 ALEXIS OBERDORFER SR. VP OF SERVICES 220244 0 0 0 7368 0 6890 0 7781 0 242283 0 0 0 JESSE STREMCHA SR. VP OF STRATEGIC GROWTH & INNOVAT 223939 0 0 0 725 0 8854 0 17550 0 251068 0 0 0 GEORGE KLAUSER ACO DIRECTOR (SEE SCH O) 207664 0 0 0 2529 0 7613 0 41699 0 259505 0 0 0 PATRICE O'LEARY AVP YOUTH SERVICES - THRU 1/25 169932 0 3000 0 1939 0 7020 0 30833 0 212724 0 0 0 MICHAEL BOHLKEN AVP INFO TECHNOLOGY/RISK/COMPLIANCE 171322 0 0 0 1502 0 7034 0 36079 0 215937 0 0 0 MARK DUBBELS AVP RCSS SERVICES 169972 0 0 0 801 0 4968 0 6010 0 181751 0 0 0 TORY MERHAR AVP OLDER ADULTS 160595 0 0 0 522 0 6827 0 40575 0 208519 0 0 0 MIATA GETAWEH VP OF HUMAN RESOURCES 159386 0 0 0 336 0 6297 0 36560 0 202579 0 0 0 CHRISTOPHER THOMPSON SR DIRECTOR OF FINANCE 154392 0 500 0 312 0 5974 0 5475 0 166653 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES THE PRESIDENT A COUNTRY CLUB MEMBERSHIP FOR THE PURPOSE OF DONOR RELATIONS AND OTHER BUSINESS PURPOSES. THIS AMOUNT IS INCLUDED IN TAXABLE INCOME. PART I, LINE 7 THE ORGANIZATION PROVIDES NON-FIXED BONUSES BASED ON PERFMORANCE BUT UNRELATED TO PROFIT GOALS. BONUSES ARE DETERMINED BASED ON TASKS COMPLETED BY THE EMPLOYEE. PART II, LINE (1), COLUMN (B)(III) THE PRESIDENT'S OTHER REPORTABLE COMPENSATION INCLUDED THE VALUE OF PTO DONATIONS TOTALING $28,900.34. X 9 77466 STOCK MARKET VALUE X AUCTION ITEMS 193 132904 ESTIMATED VALUE 0 0 1 0 PART I, COLUMN (B): FOR COLUMN B, THE SECURITIES NUMBER IS THE COUNT OF CONTRIBUTORS. THE AUCTION ITEMS NUMBER IS THE COUNT OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL ESTABLISH AN EXECUTIVE COMMITTEE COMPOSED OF NON-COMPENSATED OFFICERS, A BISHOP SERVING AS DIRECTOR, AND ONE ADDITIONAL DIRECTOR. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE ARRANGEMENT OF THE BUSINESS OF THE ORGANIZATION IN THE INTERVAL BETWEEN 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 11B THE PUBLIC INSPECTION FORM 990 IS REVIEWED IN DETAIL BY THE ORGANIZATION'S MANAGEMENT. THE PUBLIC INSPECTION FORM 990 IS PROVIDED TO EACH MEMBER OF THE AUDIT AND FINANCE COMMITTEE 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 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 15 THE ORGANIZATION'S 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. FOR ALL OTHER POSITIONS WITHIN THE ORGANIZATION, THE HUMAN RESOURCES DEPARTMENT COMPENSATION TEAM, CONDUCTS MARKET DATA ANALYSIS BASED ON RELIABLE SURVEY DATA AVAILABLE INHOUSE AND FROM EXTERNAL SOURCES. THE ORGANIZATION 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 STRIVE TO COMPENSATE TEAM MEMBERS 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. PART VII, GEORGE KLAUSER ALTAIR ACO (ACO) IS AN UNRELATED NONPROFIT. THE ORGANIZATION PROVIDES EMPLOYMENT OF EMPLOYEES, AS WELL AS BACK-OFFICE SUPPORT UNDER A MANAGEMENT AGREEMENT. THE ORGANIZATION HAS NO CONTROL OVER THE BOARD OR DAILY OPERATIONS OF ACO. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 30,268. PENSION INCREASE 1,567,015. CHANGE IN VALUE OF TRUSTS 110,884. PROVISION FOR DOUBTFUL ACCOUNTS -471,326. PRESENT VALUE ALLOWANCE -80,538. 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