2024-05-09T10:56:43-05:00 2023-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2022-07-01 461316300 THE LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE FOUNDATION INC LUTH 4144219100 10427 W LINCOLN AVENUE 1300 WEST ALLIS WI 53227 KYLE HANSON DIRECTOR OF FINANCE 4144219100 2024-05-09 1 KYLE HANSON 999009999 0 KATY L SOMMER P00273273 4142711451 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COLE BRAUN 10427 W LINCOLN AVENUE 1300 WEST ALLIS WI 53227 2941167 0 X WETEACHTRUTH.ORG/FOUNDATION/ X 2013 WI LHSAGMF IS THE ONLY ORGANIZATION PROVIDING VISION, FUNDING, ACCOUNTABILITY AND OPERATIONAL EFFICIENCIES FOR FOUR CULTURALLY DISTINCT LUTHERAN SCHOOLS TO ENSURE THAT THEY HAVE THE RESOURCES TO DISCIPLE STUDENTS, OFFER COMPETITIVE ACADEMIC PROGRAMS, SIGNIFICANT ARTS, AND ATHLETIC OPPORTUNITIES, AND EQUIP THE NEXT GENERATION OF SERVANT LEADERS FOR THE CHURCH AND SOCIETY. 10 10 0 0 0 0 1260569 2658214 0 0 68990 -37667 -64084 -132963 1265475 2487584 0 0 0 0 0 0 0 0 167731 198206 1326131 198206 1326131 1067269 1161453 5542321 7418396 125183 248176 5417138 7170220 X LHSAGMF IS THE ONLY ORGANIZATION PROVIDING VISION, FUNDING, ACCOUNTABILITY AND OPERATIONAL EFFICIENCIES FOR FOUR CULTURALLY DISTINCT LUTHERAN SCHOOLS TO ENSURE THAT THEY HAVE THE RESOURCES TO DISCIPLE STUDENTS, OFFER COMPETITIVE ACADEMIC PROGRAMS, SIGNIFICANT ARTS, AND ATHLETIC OPPORTUNITIES, AND EQUIP THE NEXT GENERATION OF SERVANT LEADERS FOR THE CHURCH AND SOCIETY. 0 0 1059497 THE LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE FOUNDATION (LHSAGMF) PROVIDES VISION, FUNDING, AND ACCOUNTABILITY FOR FOUR CULTURALLY DISTINCT LUTHERAN SCHOOLS TO ENSURE THEY HAVE THE RESOURCES TO PROVIDE EXCEPTIONAL EXPERIENCES IN THE AREAS OF SPIRITUAL DEVELOPMENT, ACADEMICS, ATHLETICS, AND THE ARTS. FUNDING IS USED PRIMARILY TO SUPPORT STUDENT AID AND CAPITAL IMPROVEMENTS. 1059497 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 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 X 10 10 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 1 0 X KYLE HANSON 4144219100 10427 W LINCOLN AVENUE SUITE 1300 WEST ALLIS WI 53227 X RYAN BARBIERI CHAIRMAN 1.00 X X 0 0 0 COLE BRAUN PRESIDENT 1.00 X X 0 0 0 KYLE HANSON TREASURER 1.00 X X 0 0 0 ANDREW LOCKE EXECUTIVE SECRETARY 1.00 X X 0 0 0 DOUG BRAUN DIRECTOR 1.00 X 0 0 0 JOEL WALTERSDORF LHSAGM DIRECTOR 1.00 X 0 0 0 WARD ALLES LHSAGM DIRECTOR 1.00 X 0 0 0 MATT BURROW DIRECTOR 1.00 X 0 0 0 DANIEL ZEHNDER LHSAGM DIRECTOR 1.00 X 0 0 0 MATT NEUMANN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 487875 30000 2140339 2938 2658214 126145 126145 163812 -163812 -163812 -163812 134826 487875 289771 -154945 -154945 MISCELLANEOUS INCOME 900099 21982 21982 21982 2487584 -141830 0 -28800 X 6900 6900 31326 31326 166723 50000 116723 26425 26425 12416 12416 DONATION/SPONSORSHIP EX 1019411 1019411 STUDENT AID EXPENSE 40086 40086 BANK FEES 21254 10627 10627 MEALS AND ENTERTAINMENT 1540 1540 50 50 1326131 1059497 98903 167731 650954 753402 156165 1441346 18451 11193 4299448 4808614 294723 310924 122580 92917 5542321 7418396 95083 215426 30100 32750 125183 248176 X 1472808 2354557 3944330 4815663 5417138 7170220 5542321 7418396 1161453 591629 0 X 0 1 X 1 0 X 910768 562223 1591672 1260569 2655274 6980506 910768 562223 1591672 1260569 2655274 6980506 724717 6255789 156559 88153 469519 68990 129064 912285 7892791 0.79260 0.72330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3060919 37259 3098178 3130008 -69089 3060919 2553476 500000 76532 3130008 2563178 -9702 2553476 2557520 5658 2563178 1.00000 0 0 0 X 3047886 591629 591629 2456257 31326 31326 2487583 1294804 0 1294804 31326 31326 1326130 PART V, LINE 4: TO SUPPORT THE LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. X ANNUAL DINNER 478644 375009 103635 33695 92066 400 41957 GOLF OUTINGS 82052 64286 17766 34101 28350 13018 1355 1 62005 48580 13425 7837 18652 16556 1784 622701 487875 134826 75633 139068 29974 45096 289771 -154945 FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - THREE OFFICERS ARE EMPLOYEES OF THE LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - THE "MANAGEMENT" OF THE FOUNDATION REMAINS WITH THE BOARD OF DIRECTORS OF THE LHSAGMF. ACTIVITIES PERFORMED TO SUPPORT THE DAY-TO-DAY ADMINISTRATION OF FOUNDATION ACTIVITIES ARE PERFORMED BY EMPLOYEES OF THE LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE (LHSAGM) WHO CHARGES AN ADMINISTRATION FEE TO THE LHSAGMF AS REIMBURSEMENT FOR SERVICES AS PER AGREEMENT BETWEEN OUR ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE BOARD REVIEWED THE 990 PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50,000. FUNDRAISING EXPENSES 116,723. TOTAL EXPENSES 166,723.