Thrivent Financial for Lutherans (formerly Aid Association for Lutherans)

Registered Principal Details

Business Or Interest:
Thrivent Financial for Lutherans is a fraternal benefit society, combining opportunities for members to help themselves and their communities.

Lobbying Interests:
Any legislative or administrative activity which would impact the tax exemption of fraternal benefit societies, or which would impact a financial services provider. Subject areas include, but are not limited to, premium tax, property tax, long term care insurance and employment insurance or investment law.

CEO Name:
Bruce Nicholson
Manager, State Affairs

Contact
BC
Brian Casey
4321 N Ballard Rd
Appleton, WI 54919
(920) 628-3738
(920) 628-3711
brian.casey@thrivent.com
www.thrivent.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Brian Casey Exclusive Duties N/A Authorized On 1/23/2003 Withdrawn On N/A
Sharon Brosnan Exclusive Duties N/A Authorized On 7/7/2003 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 5
Assembly Bill 5
relating to: the number of members on the Joint Committee for Review of Administrative Rules and removing the Joint Survey Committee on Tax Exemptions from the statutes.

Bill Text and History

Assembly Bill 138
Assembly Bill 138
relating to: tax-exempt, long-term care expenses accounts.

Bill Text and History

None
Notification Date
3/7/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 288
Assembly Bill 288
relating to:

Bill Text and History

2003 Wisconsin Act 36

Other
Notification Date
4/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 329
Assembly Bill 329
relating to: the frequency of local lodge meetings.

Bill Text and History

2003 Wisconsin Act 60

For
Notification Date
5/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Joint Resolution 55
Assembly Joint Resolution 55
relating to: elector approval for certain taxing, spending, and bonding decisions by the state and local governmental units, emergency taxes, required reserves, refunds of amounts in excess of the approved amounts, and reduction of tax rates to reflect the...

Bill Text and History

None
Notification Date
2/13/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 36
Senate Bill 36
relating to: restrictions on the transmission of unsolicited electronic mail.

Bill Text and History

None
Notification Date
2/17/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Joint Resolution 15
Senate Joint Resolution 15
relating to: the vote on bills that would increase certain tax rates (first consideration).

Bill Text and History

None
Notification Date
2/17/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

Workforce Development: Departmentwide
Biennial budget bill treatment of matter relating to
Workforce Development: Departmentwide

Notification Date
3/24/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Topics Not Yet Assigned A Bill Or Rule Number

Property tax exemptions for non-profit organizations
Development, drafting or introduction of a proposal relating to
Property tax exemptions for non-profit organizations

Action Intended To Affect
Legislative Matter

Notification Date
11/3/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Suitability of Annuity Sales to Seniors
Development, drafting or introduction of a proposal relating to
Suitability of Annuity Sales to Seniors

Action Intended To Affect
Rule (by a state agency)

Notification Date
8/7/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Medical expense savings accounts
Development, drafting or introduction of a proposal relating to
Medical expense savings accounts

Action Intended To Affect
Legislative Matter

Notification Date
6/10/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Improving fraternal members' board voting ability and bylaws change processes
Development, drafting or introduction of a proposal relating to
Improving fraternal members' board voting ability and bylaws change processes

Action Intended To Affect
Legislative Matter

Notification Date
5/16/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Long-term care expense savings accounts
Development, drafting or introduction of a proposal relating to
Long-term care expense savings accounts

Action Intended To Affect
Legislative Matter

Notification Date
2/18/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Uniform Securities Act
Development, drafting or introduction of a proposal relating to
Uniform Securities Act

Action Intended To Affect
Legislative Matter

Notification Date
2/18/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Telemarketing Do-Not-Call List
Development, drafting or introduction of a proposal relating to
Telemarketing Do-Not-Call List

Action Intended To Affect
Legislative Matter

Notification Date
2/6/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Fraternal lodge meeting requirements
Development, drafting or introduction of a proposal relating to
Fraternal lodge meeting requirements

Action Intended To Affect
Legislative Matter

Notification Date
2/4/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Executive branch structure re: the Office of the Comm. of Insurance.
Development, drafting or introduction of a proposal relating to
Executive branch structure re: the Office of the Comm. of Insurance.

Action Intended To Affect
Legislative Matter

Notification Date
12/18/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Identity Theft
Development, drafting or introduction of a proposal relating to
Identity Theft

Action Intended To Affect
Legislative Matter

Notification Date
12/18/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

New municipal fee authority
Development, drafting or introduction of a proposal relating to
New municipal fee authority

Action Intended To Affect
Legislative Matter

Notification Date
12/18/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Proposal to require voter referrendum to approve tax increases
Development, drafting or introduction of a proposal relating to
Proposal to require voter referrendum to approve tax increases

Action Intended To Affect
Legislative Matter

Notification Date
8/2/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Thrivent Financial for Lutherans (formerly Aid Association for Lutherans)

Total Lobbying Effort

  2004
January - June
2004
July - December
Total
Total Lobbying Expenditures 2004
January - June
$98.02
2004
July - December
$47.56
Total $145.58
Total Hours Communicating 2004
January - June
1.00
2004
July - December
0.75
Total 1.75
Total Hours Other 2004
January - June
0.75
2004
July - December
0.00
Total 0.75

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: elector approval for certain taxing, spending, and bonding decisions by the state and local governmental units, emergency taxes, required reserves, refunds of amounts in excess of the approved amounts, and reduction of tax rates to reflect the excess of revenues over expenditures (first consideration).
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
100%
2004
July - December
Total 80%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
100%
Total 30%

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures