2025-01-21T10:30:22-06:00 2024-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2023-07-01 831746407 MOSAIC SENIOR SERVICES INC MOSA 4028963884 4980 S 118TH ST LIND CENTER A OMAHA NE 68137 SCOTT HOFFMAN CHIEF FINANCIAL OFFICER 4028963884 2025-01-17 1 1 WENDY R COOLEY CPA P01523804 4023302660 2025-01-15 2023 2024-10-15 13:58:12Z SCOTT HOFFMAN 4980 S 118TH ST LIND CENTER A OMAHA NE 68137 14732237 0 X WWW.SOREO.COM X 2018 AZ MOSAIC SENIOR SERVICES IS PRIMARILY FUNDED THROUGH MEDICAID AND PROVIDES DIRECT CARE SERVICES TO INDIVIDUALS WITH VARYING NEEDS. SERVICES ARE INDIVIDUALIZED TO MEET THE NEEDS OF THE INDIVIDUAL, ALLOWING THEM TO REMAIN AT HOME AND TO WORK AND PARTICIPATE IN ACTIVITIES IN THEIR COMMUNITY. 5 0 0 0 0 0 2869990 1848100 13340705 12884137 0 0 54462 0 16265157 14732237 0 0 0 0 1173132 1208637 0 0 0 12162294 11390184 13335426 12598821 2929731 2133416 15118923 14978249 2713050 4214831 12405873 10763418 NONE 0 0 11386952 12884137 MOSAIC SENIOR SERVICES IS PRIMARILY FUNDED THROUGH MEDICAID AND PROVIDES DIRECT CARE SERVICES TO INDIVIDUALS WITH VARYING NEEDS. SERVICES ARE INDIVIDUALIZED TO MEET THE NEEDS OF THE INDIVIDUAL, ALLOWING THEM TO REMAIN AT HOME AND TO WORK AND PARTICIPATE IN ACTIVITIES IN THEIR COMMUNITY. 11386952 1 1 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 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X SCOTT HOFFMAN 4028963884 4980 SOUTH 118TH STREET OMAHA NE 68137 LINDA TIMMONS PRESIDENT 0.10 39.90 X X 0 673617 193681 SCOTT HOFFMAN TREASURER 0.10 39.90 X X 0 464048 42059 JOSEPH LYONS SECRETARY 0.10 39.90 X X 0 407882 30430 JENNIFFER LEDOUX DIRECTOR 0.10 39.90 X 0 297466 28510 HEATHER GUNN DIRECTOR 0.10 39.90 X 0 254212 25787 0 2097225 320467 0 0 1 0 0 1848100 1848100 PROGRAM SERVICE REVENUE 624100 12771464 12771464 112673 112673 12884137 14732237 12884137 0 0 X 1048902 1048902 54193 54193 105542 105542 1211652 1211652 217 217 9052772 9052772 4392 4392 190904 190904 29292 29292 23686 23686 626974 626974 155137 155137 BAD DEBT EXPENSE 71500 71500 MISCELLANEOUS EXPENSE 16759 16759 DUES, SUBSCRIPTIONS, LI 6899 6899 12598821 11386952 1211869 0 12695 2457100 5584023 792619 3249251 6451827 1484 1500 81640 77730 7882 3910 6235354 5259194 28234 12099 15118923 14978249 455125 408164 2257925 3806667 2713050 4214831 X 12405873 10763418 12405873 10763418 15118923 14978249 X 2133416 -3775871 X X 0 1 X 1 0 X X X 1 MOSAIC 113669999 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81640 77730 3910 3910 DUE TO MOSAIC 1339044 LEASE LIABILITY 10614 REFUNDABLE ADVANCES 2457009 3806667 X PART X, LINE 2: MOSAIC SENIOR SERVICES, INC. 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 2024 AND 2023, MANAGEMENT DETERMINED THAT THERE ARE NO INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS OTHER THAN DESCRIBED PREVIOUSLY. 0 0 0 0 0 0 0 0 0 LINDA TIMMONS PRESIDENT 0 517723 0 155894 0 0 0 172345 0 21336 0 867298 0 0 SCOTT HOFFMAN TREASURER 0 326057 0 137991 0 0 0 20723 0 21336 0 506107 0 0 JOSEPH LYONS SECRETARY 0 280246 0 127636 0 0 0 18766 0 11664 0 438312 0 0 JENNIFFER LEDOUX DIRECTOR 0 250213 0 47253 0 0 0 16846 0 11664 0 325976 0 0 HEATHER GUNN DIRECTOR 0 214596 0 39616 0 0 0 14123 0 11664 0 279999 0 0 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 THE 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. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD, FROM TIME TO TIME, BY RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD, MAY APPOINT FROM AMONG THE DIRECTORS AND COMMITTEES OF THE BOARD CONSISTING OF TWO (2) OR MORE OF THE DIRECTORS OF THE CORPORATION AND VEST SUCH COMMITTEES WITH SUCH POWERS AS THE BOARD MAY INCLUDE IN ITS RESOLUTION; PROVIDED, HOWEVER THAT A COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD IN REFERENCE TO MATTERS WHICH MAY NOT BE DELEGATED TO A COMMITTEE UNDER THE ARIZONA NONPROFIT CORPORATION ACT. A MEMBER OF ANY COMMITTEE MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY THE BOARD. A COMMITTEE SHALL, TO THE EXTENT PERMITTED BY LAW, HAVE THOSE POWERS FOR MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION DELEGATED TO THEM BY THE BOARD. ALL COMMITTEE MEMBERS SHALL BE APPOINTED TO A TERM DESCRIBED IN THE RESOLUTIONS. ANY VACANCY OCCURRING ON A COMMITTEE MAY BE FILLED THROUGH APPOINTMENT BY THE CHAIRPERSON. FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS AND BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE MEMBER, MOSAIC, A NEBRASKA NON-PROFIT PUBLIC BENEFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MOSAIC BOARD OF DIRECTORS APPOINTS OR ELECTS MOSAIC SENIOR SERVICES' 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 SENIOR SERVICE'S OUTSIDE INDEPENDENT AUDIT FIRM. THE RETURN IS REVIEWED BY MOSAIC SENIOR SERVICE'S TREASURER AND THE OUTSIDE INDEPENDENT AUDIT FIRM. 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. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 MOSAIC SENIOR SERVICES 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, MOSAIC SENIOR SERVICES' SOLE MEMBER: THE BOARD OF DIRECTORS ESTABLISHED AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR: CONTRACTING WITH AN INDEPENDENT CONSULTANT TO DOCUMENT COMPARABLE COMPENSATION LEVELS PAID TO EXECUTIVES WITH SIMILAR POSITIONS AND RESPONSIBILITIES IN SIMILAR ORGANIZATIONS, HELPING THE COMMITTEE APPLY MOSAIC'S COMPENSATION PHILOSOPHY TO THE MARKET SURVEY DATA TO IDENTIFY SUPPORTABLE COMPENSATION LEVELS AND COMPENSATION RANGES, AND OPINING IN ADVANCE THAT RESULTING COMPENSATION RANGES ARE REASONABLE COMPENSATION. THE COMPENSATION CONSULTANT WILL ALSO ADVISE AND OPINE ON BENEFIT DESIGN, BENEFIT OPTIONS, AND REASONABLENESS OF BENEFIT AMOUNTS AS ELEMENTS OF COMPENSATION. THE EXECUTIVE COMMITTEE WILL ADOPT A COMPENSATION PHILOSOPHY FOR OFFICERS AND KEY EMPLOYEES GUIDED BY THE CONSULTANT'S INFORMATION AND USE THE COMPENSATION PHILOSOPHY TO APPROVE THE COMPENSATION OF THE CEO, APPROVE THE COMPENSATION RANGES FOR OTHER OFFICERS AND KEY EMPLOYEES, AND REPORT ITS ACTIONS TO THE FULL BOARD. THE CEO, WORKING WITHIN SALARY RANGES APPROVED BY THE EXECUTIVE COMMITTEE, SETS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. MINUTES, DOCUMENTATION OF INDEPENDENT CONSULTANT COMPARABILITY DATA AND RECOMMENDATIONS ARE MAINTAINED AS PART OF THE RECORD OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 MOSAIC SENIOR SERVICES DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 47,262. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,262. CONTRACTED INDIVIDUAL CARE SERVICES: PROGRAM SERVICE EXPENSES 8,921,308. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,921,308. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 84,202. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,202. FORM 990, PART XI, LINE 9: EQUITY TRANSFER TO MOSAIC -3,775,871. 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. MOSAIC 4980 S 118 STREET OMAHA NE 68137 113669999 SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES NE 501(C)(3) LINE 10 N/A 0 MOSAIC FOUNDATION 4980 S 118 STREET OMAHA NE 68137 363837360 FUNDRAISING & INVESTMENT ASSET MANAGEMENT NE 501(C)(3) LINE 12A, I MOSAIC 0 OAKS OF DUNN COUNTY INC 4980 S 118 STREET OMAHA NE 68137 391913323 SENIOR LIVING SERVICES WI 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP I 4980 S 118 STREET OMAHA NE 68137 363756911 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP II 4980 S 118 STREET OMAHA NE 68137 470773689 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP IV 4980 S 118 STREET OMAHA NE 68137 911823422 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP VII 4980 S 118 STREET OMAHA NE 68137 470828015 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP VIII 4980 S 118 STREET OMAHA NE 68137 470828012 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP IX 4980 S 118 STREET OMAHA NE 68137 742838413 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP X 4980 S 118 STREET OMAHA NE 68137 742908789 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XI 4980 S 118 STREET OMAHA NE 68137 311706640 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XII 4980 S 118 STREET OMAHA NE 68137 481297244 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XIII 4980 S 118 STREET OMAHA NE 68137 421626679 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XIV - ROCKFORD 4980 S 118 STREET OMAHA NE 68137 204417891 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XV - COUNCIL BLUFFS 4980 S 118 STREET OMAHA NE 68137 205765691 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XVI - FARMINGTON 4980 S 118 STREET OMAHA NE 68137 205765731 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XVII - BEATRICE 4980 S 118 STREET OMAHA NE 68137 261710013 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XVIII - OSCEOLA-WAUKON 4980 S 118 STREET OMAHA NE 68137 261710184 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XIX - WINFIELD 4980 S 118 STREET OMAHA NE 68137 261710259 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XX - GARDEN CITY 4980 S 118 STREET OMAHA NE 68137 264555206 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XXI - MEMPHIS 4980 S 118 STREET OMAHA NE 68137 264555313 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XXII - LOGAN 4980 S 118 STREET OMAHA NE 68137 273483415 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORPORATION XXIII - AUSTIN 4980 S 118 STREET OMAHA NE 68137 710875364 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC ILLINOIS HOUSING I 4980 S 118 STREET OMAHA NE 68137 202997161 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC ILLINOIS HOUSING II 4980 S 118 STREET OMAHA NE 68137 204417645 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC ILLINOIS HOUSING AT MACOMB I 4980 S 118 STREET OMAHA NE 68137 204841909 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC ILLINOIS HOUSING OF ROCKFORD I 4980 S 118 STREET OMAHA NE 68137 204841856 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC EMPLOYEE WELFARE BENEFIT PLAN 4980 S 118 STREET OMAHA NE 68137 383831874 EMPLOYEE WELFARE BENEFIT PLAN NE 501(C)(9) N/A MOSAIC 0 MOSAIC RESIDENTIAL SERVICES OF NEBRASKA LLC 4980 S 118 ST OMAHA NE 68137 271695051 LOW INCOME HOUSING NE N/A 0 0 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 BD N/A C 0 CHARITABLE REMAINDER TRUSTS (5) INVESTMENT MANAGEMENT NE N/A T 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0