2026-03-27T11:27:33-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 020593101 LUTHERAN COMMUNITY SERVICES CREATIVE LIVING INC LUTH 9786852151 6 CAMPANELLI DRIVE ANDOVER MA 01810 THOMAS M CONNORS PRESIDENT & CEO/DIRECTOR 9786852151 2026-03-24 1 1 BRENDA L BOOTH P01342395 6178075000 2026-03-24 2024 2025-03-06 01:10:19Z THOMAS M CONNORS 6 CAMPANELLI DRIVE ANDOVER MA 01810 154741 0 X N/A X 2002 MA WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES 2 1 0 1 0 0 0 0 121710 114774 6 6 0 39961 121716 154741 0 0 0 0 7578 6644 0 0 0 132711 153848 140289 160492 -18573 -5751 1234983 1285574 654851 711193 580132 574381 WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES 0 0 149421 114774 PROVIDED INDEPENDANT LIVING AND SUPPORTIVE SERVICES FOR 8 DEVELOPMENTALLY DISABLED ADULTS AT 368 SOUTH MAIN ST. ANDOVER, MA 149421 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MA X X JENNIFER LESSARD 9786852151 6 CAMPANELLI DRIVE ANDOVER MA 01810 THOMAS M CONNORS PRESIDENT & CEO/DIRECTOR 1.00 39.00 X X 0 289636 24956 JAMES HAJJAR DIRECTOR 1.00 4.00 X 0 0 0 JENNIFER LESSARD TREASURER 1.00 39.00 X 0 179655 10943 0 469291 35899 0 0 1 0 0 RENTAL SUBSIDY 900099 72757 72757 RESIDENT CONTRIBUTIONS 900099 42017 42017 114774 6 6 INSURANCE CLAIM REVENU 900099 39961 39961 39961 154741 114774 0 39967 6046 6046 255 255 343 343 11071 11071 7099 7099 87 87 2126 2126 72432 72432 48167 48167 7821 7821 BAD DEBT 4572 4572 TELEPHONE 473 473 160492 149421 11071 0 139665 120361 1026 -593 20108 17844 2075660 927698 1074184 1147962 1234983 1285574 626 9603 462323 463097 191902 238493 654851 711193 X -596168 -601919 1176300 1176300 580132 574381 1234983 1285574 -5751 0 X 0 1 X 1 1 1 X 58813 81625 96047 121710 114774 472969 58813 81625 96047 121710 114774 472969 0 0 0 472969 3 5 6 6 20 3 5 6 6 20 14329 39961 54290 58813 95957 96052 121716 154741 527279 0.89700 0.96800 0.00000 0.00030 X 190000 190000 1663182 830840 832342 188268 63080 125188 34210 33778 432 1147962 DUE TO AFFILIATES 234847 OTHER LIABILITIES 3646 238493 X 154741 0 154741 0 154741 160492 0 160492 0 160492 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. 0 0 0 0 0 0 0 0 0 THOMAS M CONNORS PRESIDENT & CEO/DIRECTOR 0 289636 0 0 0 0 0 0 0 24956 0 314592 0 0 JENNIFER LESSARD TREASURER 0 179655 0 0 0 0 0 0 0 10943 0 190598 0 0 PART I,LINE 3: THE TOP MANAGEMENT OFFICIAL IS UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON AMERICAN TRAINING, INC., A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION B, LINE 11B INFORMATION FOR THE FORM 990 IS COLLECTED BY OUR FINANCE STAFF AND SENT TO AN OUTSIDE TAX FIRM TO PREPARE. A DRAFT IS REVIEWED BY THE COMPTROLLER AND CORRECTIONS MADE, IF ANY, BY THE TAX FIRM. A FINAL VERSION IS MAILED TO ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE IRS. CLARIFICATION AND/OR CORRECTIONS WILL BE MADE, IF APPROPRIATE, AFTER DISCUSSION WITH THE COMPTROLLER AND TAX FIRM. THE FINAL DOCUMENT, AS FILED, WILL ALSO BE PRESENTED AT THE NEXT BOARD MEETING BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12 THE CONFLICT OF INTEREST POLICY, THE WHISTLEBLOWER POLICY, AND THE DOCUMENT RETENTION AND DESTRUCTION POLICY WERE NOT APPROVED BY THE BOARD OR BY AN AUTHORIZED COMMITTEE OF THE BOARD OF LUTHERAN COMMUNITY SERVICES CREATIVE LIVING, INC. THESE POLICIES WERE APPROVED BY THE BOARD OF AMERICAN TRAINING, INC. LUTHERAN COMMUNITY SERVICES CREATIVE LIVING, INC. FOLLOWS THE POLICIES IN PLACE BY AMERICAN TRAINING, INC. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND FINANCIAL DOCUMENTS OF AMERICAN TRAINING, INC. AND AFFILIATES ARE AVAILABLE ON WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. 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