THE MOSAIC FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MOSAIC FOUNDATION (EIN 36-3837360)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-27
- IRS object ID
- 202400589349300730
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-27T11:53:59-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT ST STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363837360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOSAIC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOSA | BusinessNameControlTxt |
| Phone | 4028963884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 S 118TH ST A | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HOFFMAN | PersonNm |
| Person Title | MOSAIC CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4028963884 | PhoneNum |
| Signature | 2024-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | HOFFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY CPA | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2024-02-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT HOFFMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 S 118TH ST A | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,201,774 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOSAICINFO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | CONFIDENT IN GOD'S ABUNDANCE AND FOLLOWING THE HIGHEST PRINCIPLES OF STEWARDSHIP, THE MOSAIC FOUNDATION ENCOURAGES PEOPLE TO PARTNER IN SHARING THEIR RESOURCES TO ENSURE THE LONG TERM FUTURE OF MOSAIC'S MISSION TO PROVIDE A LIFE OF POSSIBILITIES FOR PEOPLE WITH INTELLECTUAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,171,069 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,674,855 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,775,559 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,144,684 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,222 | PYOtherRevenueAmt |
| CY Other Revenue | $45,103 | CYOtherRevenueAmt |
| PY Total Revenue | $14,970,850 | PYTotalRevenueAmt |
| CY Total Revenue | $8,864,642 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,522,255 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,299,345 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,991,004 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,161,502 | PYOtherExpensesAmt |
| CY Other Expenses | $2,443,633 | CYOtherExpensesAmt |
| PY Total Expenses | $5,683,757 | PYTotalExpensesAmt |
| CY Total Expenses | $5,742,978 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,287,093 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,121,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,823,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,460,025 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,528,674 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,727,347 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,294,602 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,732,678 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MOSAIC FOUNDATION, A SUPPORTING FOUNDATION FOR MOSAIC, PROVIDES OPPORTUNITIES FOR DONORS TO MAKE CHARITABLE CONTRIBUTIONS TO SUPPORT THE MISSION OF MOSAIC AND ITS AFFILIATES, AND OVERSEES THE INVESTMENT OF ASSETS ACCUMULATED THROUGH CHARITABLE GIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,299,345 | ExpenseAmt |
| Grant | $3,299,345 | GrantAmt |
| Desc | GRANTS TO MOSAIC TO FURTHER THE SUPPORT OF ITS PURPOSE OF OPERATING LIVING AND CARE FACILITIES, RESIDENTIAL PROGRAMS AND VOCATIONAL SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES. MOSAIC'S STAFF MEMBERS AND VOLUNTEERS PROVIDE INDIVIDUALIZED SERVICES, LIVING OPTIONS, WORK CHOICES, SPIRITUAL NURTURING, AND ADVOCACY TO APPROXIMATELY 4,500 INDIVIDUALS IN MORE THAN 700 COMMUNITIES ACROSS 13 STATES. EMBRACING GOD'S CALL, MOSAIC RELENTLESSLY PURSUES OPPORTUNITIES THAT EMPOWER PEOPLE. MOSAIC IS THE CHANGING FACE OF HEALTHCARE, PASSIONATE ABOUT SERVING THE WHOLE PERSON AND PARTNERING FOR QUALITY OUTCOMES. MOSAIC IS COMMITTED TO THE FOLLOWING VALUES:BELONGING - A SENSE OF FITTING IN AND FEELING VALUED.CONNECTION - THE ACT OF CONNECTING; THE STATE OF BEING CONNECTED.FAITHFULNESS - REMAINING LOYAL TO SOMEONE OR SOMETHING AND PUTTING THAT LOYALTY INTO CONSISTENT PRACTICE REGARDLESS OF EXTENUATING CIRCUMSTANCES.GRIT - COURAGE AND RESOLVE, STRENGTH OF CHARACTER, INDOMITABLE SPIRIT.THE SERVICES MOSAIC PROVIDES INCLUDE CASE MANAGEMENT, CHILDREN'S SERVICES, DAY SERVICES, 24/7 RESIDENTIAL SUPPORTED LIVING, SUPPORTED SENIOR LIVING, AND HOST HOME/FOSTER CARE. SUPPORTS ARE PERSONALIZED TO THE INDIVIDUAL'S NEEDS AND DESIRES. INTERESTED PEOPLE CAN FIND MORE INFORMATION REGARDING MOSAIC OR THE MOSAIC FOUNDATION AT WWW.MOSAICINFO.ORG OR BY CALLING 877-366-7242. | Desc |
| Total Program Service Expenses | $3,299,345 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT HOFFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4028963884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 SOUTH 118TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68137 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RICHARD HERMAN | |||||||
| CHAIRPERSON | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY FREEMAN | |||||||
| VICE-CHAIRPERSON | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHELLE BOLTON-KING | |||||||
| SECRETARY | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN FRIEDLUND | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MATT MACIEL | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MEYER | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ADE MONAREH | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETH NELSON CHASE | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK NICHOLSON | |||||||
| DIRECTOR | 0.10 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| BRANDO GUERRERO | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN MORROW | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEACON SUSAN LINDBERG HALEY | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA TIMMONS | |||||||
| PRESIDENT AND CEO | 0.10 | 39.90 | Yes (X) | $0 | $648,851 | $154,241 | |
| SCOTT HOFFMAN | |||||||
| TREASURER AND CFO | 0.10 | 39.90 | Yes (X) | $0 | $373,725 | $66,497 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,022,576 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $220,738 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY SMITH BARNEY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13625 CALIFORNIA ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $161,757 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $27,280 | FundraisingAmt |
| All Other Contributions | $7,647,575 | AllOtherContributionsAmt |
| Noncash Contributions | $139,563 | NoncashContributionsAmt |
| Total Contributions | $7,674,855 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,250,978 | TotalRevenueColumnAmt |
| Exclusion | $1,250,978 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,188 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,085 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,103 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,103 | TotalRevenueColumnAmt |
| Exclusion | $45,103 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,139,541 | SecuritiesAmt |
| Other | $63,992 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,309,827 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$170,286 | SecuritiesAmt |
| Other | $63,992 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$106,294 | TotalRevenueColumnAmt |
| Exclusion | -$106,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,220 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $27,280 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,220 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,864,642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,189,787 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,299,345 | TotalAmt |
| Program Services | $3,299,345 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,991,004 | TotalAmt |
| Fundraising | $1,991,004 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,757 | TotalAmt |
| Management And General | $161,757 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,027 | TotalAmt |
| Management And General | $11,027 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,639 | TotalAmt |
| Management And General | $24,639 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,520 | TotalAmt |
| Management And General | $9,520 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,586 | TotalAmt |
| Management And General | $81,586 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| USE OF RESTRICTED CFR F | $144,717 | $144,717 |
| MISCELLANEOUS EXPENSE | $13,010 | $13,010 |
| DUES & MEMBERSHIPS | $6,373 | $6,373 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,742,978 | TotalAmt |
| Program Services | $3,299,345 | ProgramServicesAmt |
| Management And General | $452,629 | ManagementAndGeneralAmt |
| Fundraising | $1,991,004 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,091,960 | BOYAmt |
| EOY | $5,471,285 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,310,721 | BOYAmt |
| EOY | $4,025,765 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,310 | BOYAmt |
| EOY | $3,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $238,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,900 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,620 | BOYAmt |
| EOY | $226,100 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,516,889 | BOYAmt |
| EOY | $49,920,228 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,708 | BOYAmt |
| EOY | $471,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,856,068 | BOYAmt |
| EOY | $2,341,663 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,823,276 | BOYAmt |
| EOY | $62,460,025 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,658 | BOYAmt |
| EOY | $47,181 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,773 | BOYAmt |
| EOY | $119,773 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,243 | BOYAmt |
| EOY | $2,560,393 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,528,674 | BOYAmt |
| EOY | $2,727,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,751,980 | BOYAmt |
| EOY | $44,546,063 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,542,622 | BOYAmt |
| EOY | $15,186,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,294,602 | BOYAmt |
| EOY | $59,732,678 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,823,276 | BOYAmt |
| EOY | $62,460,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,121,664 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,736,689 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$420,277 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113669999 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $3,299,345 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $3,299,345 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,918,481 | BeginningYearBalanceAmt |
| Contributions | $2,333,615 | ContributionsAmt |
| Investment Earnings Or Losses | $3,616,595 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,308,834 | OtherExpendituresAmt |
| End Year Balance | $49,559,857 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,067,707 | BeginningYearBalanceAmt |
| Contributions | $1,732,294 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,358,135 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,523,385 | OtherExpendituresAmt |
| End Year Balance | $45,918,481 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,344,859 | BeginningYearBalanceAmt |
| Contributions | $4,139,307 | ContributionsAmt |
| Investment Earnings Or Losses | $7,685,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,102,105 | OtherExpendituresAmt |
| End Year Balance | $50,067,707 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,178,162 | BeginningYearBalanceAmt |
| Contributions | $7,157,077 | ContributionsAmt |
| Investment Earnings Or Losses | -$539,550 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,450,830 | OtherExpendituresAmt |
| End Year Balance | $40,344,859 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,312,083 | BeginningYearBalanceAmt |
| Contributions | $1,689,894 | ContributionsAmt |
| Investment Earnings Or Losses | $1,853,397 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,677,212 | OtherExpendituresAmt |
| End Year Balance | $37,178,162 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85321 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14679 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,900 | DepreciationAmt |
| Book Value | $226,100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $226,100 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYMENT LIABILITY | $1,577,043 |
| RELATED PARTY PAYABLE | $983,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,560,393 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED FOR SUPPORT OF MOSAIC'S LONG TERM COMMITMENT TO ITS MISSION AND FOR CAPITAL IMPROVEMENTS AND GENERAL OPERATIONS. |
| PART X, LINE 2: | MOSAIC RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. SUCH TAX POSITIONS, WHICH ARE MORE THAN 50% LIKELY OF BEING REALIZED, ARE MEASURED AT THEIR HIGHEST VALUE. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. DURING 2023 AND 2022, MANAGEMENT DETERMINED THAT THERE ARE NO INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS OTHER THAN DESCRIBED PREVIOUSLY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $34,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $27,280 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,220 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,220 | RentFacilityCostsEvent1Amt |
| Gross Receipts Total | $34,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $27,280 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,220 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,220 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $7,220 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 S 118 ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 113669999 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,299,345 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | THE GRANT PROVIDED IS TO THE SUPPORTED ORGANIZATION TO FURTHER ITS TAX EXEMPT FUNCTION. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MADE ONLY TO MOSAIC AND RELATED ENTITIES, THE SUPPORTED ORGANIZATION NAMED IN THE FOUNDATION'S GOVERNING DOCUMENTS. THE BOARDS OF MOSAIC AND MOSAIC FOUNDATION REVIEW AND APPROVE THE GRANTS MADE EACH YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA TIMMONS | ||||||||||||||
| PRESIDENT AND CEO | $0 | $496,193 | $0 | $148,468 | $0 | $4,190 | $0 | $112,628 | $0 | $41,613 | $0 | $803,092 | $0 | $0 |
| SCOTT HOFFMAN | ||||||||||||||
| TREASURER AND CFO | $0 | $311,970 | $0 | $60,570 | $0 | $1,185 | $0 | $38,974 | $0 | $27,523 | $0 | $440,222 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3: | THE SALARIES OF LINDA TIMMONS AND SCOTT HOFFMAN ARE PAID FROM A RELATED ORGANIZATION, MOSAIC. MS. TIMMONS SERVES AS CEO OF MOSAIC. MR. HOFFMAN SERVES AS CFO OF MOSAIC. THE SALARY FOR MS. TIMMONS IS SET BY THE MOSAIC EXECUTIVE COMMITTEE AND MOSAIC BOARD OF DIRECTORS. MR. HOFFMAN'S SALARY IS SET BY THE CEO OF MOSAIC WORKING WITHIN ESTABLISHED SALARY RANGES ESTABLISHED BY THE EXECUTIVE COMMITTEE. MOSAIC'S BOARD AND EXECUTIVE COMMITTEE USE AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, AND A COMPENSATION SURVEY IN ESTABLISHING THE COMPENSATION OF THE PRESIDENT AND CEO OF MOSAIC AND GUIDELINES FOR OTHER KEY STAFF. |
| SCHEDULE J, PART II, COLUMN C: | MOSAIC EVALUATES THE LIABILITY RELATED TO THEIR POSTRETIREMENT BENEFITS (SALARY AND HEALTH INSURANCE CONTINUATION) THROUGH AN ACTUARIAL REVIEW. THE ADJUSTMENT IS INCLUDED IN RETIREMENT AND OTHER DEFERRED COMPENSATION. |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,563 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE, DURING THE INTERIM BETWEEN REGULAR OR SPECIAL MEETINGS OF THE BOARD, SHALL HAVE AUTHORITY TO DO ALL THINGS NECESSARY FOR THE CONDUCT OF THE CORPORATE AFFAIRS WHICH THE BOARD OF DIRECTORS COULD UNDERTAKE EXCEPT AS MAY BE PROHIBITED BY STATE OR FEDERAL LAW, BY THE BYLAWS, OR BY RESOLUTION OF THE BOARD OF DIRECTORS, PROVIDED HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL EXERCISE ITS AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD ONLY WHEN A DECISION MUST BE MADE AND THERE IS INSUFFICIENT TIME TO ASSEMBLE A MEETING OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL MEET REGULARLY OR FROM TIME TO TIME AS THE COMMITTEE SHALL DETERMINE OR AS REQUESTED BY EITHER THE CEO OR THE CHAIRPERSON. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MOSAIC BOARD OF DIRECTORS APPOINTS OR ELECTS THE MOSAIC FOUNDATION BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION REQUIRE APPROVAL BY A MAJORITY OF THE MOSAIC BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY MOSAIC'S OUTSIDE INDEPENDENT AUDIT FIRM. THE RETURN IS REVIEWED BY THE FOUNDATION'S TREASURER AND THE OUTSIDE INDEPENDENT AUDIT FIRM, AND THEN REVIEWED BY THE FOUNDATION'S PRESIDENT AND MOSAIC'S AUDIT/FINANCE COMMITTEE. A COPY IS SHARED WITH THE BOARD OF DIRECTORS PRIOR TO FILING FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH BOARD DIRECTOR COMPLETES A CONFLICT OF INTEREST FORM AND SUBMITS IT TO THE CHAIRPERSON OF THE MOSAIC BOARD INTEGRITY COMMITTEE. ANY FINANCIAL CONFLICTS OF INTEREST ARE REPORTED TO THE CHIEF FINANCIAL OFFICER / TREASURER FOR REPORTING ON THE FORM 990, IF APPROPRIATE. ANY NEW CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR ARE REQUIRED TO BE REPORTED AT THAT TIME. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE MOSAIC FOUNDATION DOES NOT HAVE ANY EMPLOYEES, AND THEREFORE, THERE IS NOT AN ESTABLISHED PROCESS FOR DETERMINING COMPENSATION OF OFFICERS OR OTHER EMPLOYEES. THE FOLLOWING IS THE PROCEDURE USED BY MOSAIC, THE MOSAIC FOUNDATION, INC'S PARENT ENTITY: THE BOARD OF DIRECTORS ESTABLISHED AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL BE GUIDED BY THE CONSULTANT'S ANALYSIS AND EXPERTISE, APPROVE THE COMPENSATION OF THE CEO, AND REPORT ITS ACTIONS TO THE FULL BOARD. THE CEO, WORKING WITHIN SALARY RANGES BASED UPON MARKET DATA GATHERED BY THE CONSULTANT, SETS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. MINUTES, DOCUMENTATION OF THE INDEPENDENT CONSULTANT'S ANALYSIS, REPORT AND RECOMMENDATIONS ARE MAINTAINED AS PART OF THE RECORD OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | MOSAIC HAS AVAILABLE ON ITS PUBLIC WEBSITE (WWW.MOSAICINFO.ORG) THE ABILITY FOR INDIVIDUALS TO REQUEST THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS THROUGH AN EMAIL REQUEST FORM. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -120,307. UNCOLLECTIBLE PLEDGES -299,970. |
| FORM 990, PART XII, LINE 2C: | THE MOSAIC FINANCE AND AUDIT COMMITEE OVERSEES THE AUDIT & SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOSAIC HOUSING CORP XV - COUNCIL BLUFFS | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 205765691 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC ILLINOIS HOUSING OF ROCKFORD I | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204841856 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC ILLINOIS HOUSING AT MACOMB I | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204841909 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC ILLINOIS HOUSING II | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204417645 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC ILLINOIS HOUSING I | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 202997161 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORPORATION XXIII - AUSTIN | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 710875364 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XXII - LOGAN | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 273483415 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XXI - MEMPHIS | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 264555313 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XX - GARDEN CITY | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 264555206 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XIX - WINFIELD | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710259 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XVIII - OSCEOLA-WAUKON | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710184 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XVII - BEATRICE | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710013 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XVI - FARMINGTON | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 205765731 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC SENIOR SERVICES INC | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 831746407 | SENIOR LIVING SERVICES | AZ | 501(C)(3) | LINE 12A, I | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XIV - ROCKFORD | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204417891 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XIII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 421626679 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 481297244 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP XI | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 311706640 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP X | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 742908789 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP IX | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 742838413 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP VIII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470828012 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP VII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470828015 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP IV | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 911823422 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP II | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470773689 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC HOUSING CORP I | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363756911 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| OAKS OF DUNN COUNTY INC | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 391913323 | SENIOR LIVING SERVICES | WI | 501(C)(3) | LINE 10 | MOSAIC | 0 | |
| MOSAIC EMPLOYEE WELFARE BENEFIT PLAN | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363831874 | EMPLOYEE WELFARE BENEFIT PLAN | NE | 501(C)(9) | N/A | MOSAIC | 0 | |
| MOSAIC | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 113669999 | SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES | NE | 501(C)(3) | LINE 10 | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC RESIDENTIAL SERVICES OF NEBRASKA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 S 118 ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271695051 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EASE-E MEDICAL INC | |||||||||||
| 731 SOUTH 8TH STREET | CANON CITY | CO | 81212 | 470842353 | SALE OF MEDICAL EQUIPMENT AND SUPPLIES | NE | N/A | C | 0 | ||
| MOSAIC HOUSING CORPORATION V | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470805545 | LOW INCOME HOUSING | NE | N/A | C | 0 | ||
| BICO | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | CAPTIVE INSURANCE | N/A | C | 0 | BD | |||
| CHARITABLE REMAINDER TRUSTS (5) | |||||||||||
| INVESTMENT MANAGEMENT | NE | T | 0 | THE MOSAIC FOUNDATION INC | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |