MOSAIC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MOSAIC (EIN 11-3669999)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-16
- IRS object ID
- 202300759349300800
- Schema version
- 2021v4.2
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-16T09:45:20-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113669999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC | 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 | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4028963884 | PhoneNum |
| Signature | 2023-03-03 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY CPA | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2023-03-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $342,923,216 | 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 | 2003 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | EMBRACING GOD'S CALL, MOSAIC RELENTLESSLY PURSUES OPPORTUNITIES THAT EMPOWER PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 5671 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $25,302 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,560,753 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,390,548 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $269,513,083 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $320,706,511 | CYProgramServiceRevenueAmt |
| PY Investment Income | $667,795 | PYInvestmentIncomeAmt |
| CY Investment Income | -$343,697 | CYInvestmentIncomeAmt |
| PY Other Revenue | $873,895 | PYOtherRevenueAmt |
| CY Other Revenue | $606,388 | CYOtherRevenueAmt |
| PY Total Revenue | $281,615,526 | PYTotalRevenueAmt |
| CY Total Revenue | $340,359,750 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $325,816 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $164,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $161,750,036 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $181,491,030 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,039,417 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $110,130,675 | PYOtherExpensesAmt |
| CY Other Expenses | $136,292,676 | CYOtherExpensesAmt |
| PY Total Expenses | $272,206,527 | PYTotalExpensesAmt |
| CY Total Expenses | $317,948,206 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,408,999 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,411,544 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $186,268,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $190,314,841 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,750,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,258,146 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,518,622 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $118,056,695 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EMBRACING GOD'S CALL, MOSAIC RELENTLESSLY PURSUES OPPORTUNITIES THAT EMPOWER PEOPLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $176,864,702 | ExpenseAmt |
| Revenue | $200,904,941 | RevenueAmt |
| Desc | COMMUNITY BASED SERVICES PROVIDED TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ARE SERVICES THAT CAN EITHER BE ON-GOING OR INTERMITTENT SUCH AS RESPITE, FAMILY SUPPORT, FOSTER CARE, PHYSICAL THERAPIES, TRANSPORTATION, AND SUPPORTED EMPLOYMENT. MOSAIC SERVES APPROXIMATELY 4,638 INDIVIDUALS ACROSS THE UNITED STATES UNDER THIS SERVICE CATEGORY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $63,610,528 | ExpenseAmt |
| Revenue | $72,256,755 | RevenueAmt |
| Desc | INTERMEDIATE CARE FACILITIES (ICF)--ICF SERVICES PROVIDE 24/7 SUPPORT FOR VERY MEDICALLY FRAGILE INDIVIDUALS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES. MOSAIC SERVES APPROXIMATELY 325 INDIVIDUALS ACROSS THE UNITED STATES UNDER THIS SERVICE CATEGORY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,693,116 | ExpenseAmt |
| Revenue | $17,826,195 | RevenueAmt |
| Desc | DAY AND VOCATIONAL SERVICES ARE PROVIDED TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN A VARIETY OF WAYS INCLUDING SUPPORTED EMPLOYMENT, WORK ENCLAVES, VOCATIONAL TRAINING AND SOME SHELTERED WORKSHOPS. MOSAIC SERVES APPROXIMATELY 997 INDIVIDUALS ACROSS THE UNITED STATES UNDER THIS SERVICE CATEGORY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,513,752 | ExpenseAmt |
| Grant | $164,500 | GrantAmt |
| Revenue | $30,117,617 | RevenueAmt |
| Desc | MISCELLANEOUS SERVICES PROVIDED TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $26,513,752 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $164,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $30,117,617 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $282,682,098 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 402 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5671 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | 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 (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| LINDA TIMMONS | |||||||||
| PRESIDENT AND CEO | 39.70 | 0.30 | Yes (X) | $613,998 | $0 | $6,847 | |||
| SCOTT HOFFMAN | |||||||||
| SENIOR VP AND CFO | 39.70 | 0.30 | Yes (X) | $354,597 | $0 | $32,482 | |||
| JOSEPH LYONS | |||||||||
| SR VP AND GENERAL COUNSEL | 39.90 | 0.10 | $295,238 | $0 | $27,737 | Yes (X) | |||
| RENEE COUGHLIN | |||||||||
| SVP OF MISSION ADVANCEMENT | 40.00 | 0.00 | $269,035 | $0 | $53,277 | Yes (X) | |||
| MARLIN WILKERSON | |||||||||
| SVP OF OPERATIONS | 39.80 | 0.20 | $286,602 | $0 | $29,124 | Yes (X) | |||
| RAYMOND WALLACE | |||||||||
| ASSOCIATE VP OF FINANCE | 40.00 | 0.00 | $272,325 | $0 | $17,503 | Yes (X) | |||
| PARKER MCKENNA | |||||||||
| SVP OF HUMAN RESOURCES | 40.00 | 0.00 | $259,239 | $0 | $26,085 | Yes (X) | |||
| ANGELA WEIS | |||||||||
| SVP OF MISSION SUPPORT | 40.00 | 0.00 | $209,329 | $0 | $42,611 | Yes (X) | |||
| JENNIFFER LEDOUX | |||||||||
| SVP OF OPERATIONS | 40.00 | 0.00 | $213,117 | $0 | $19,925 | Yes (X) | |||
| HEATHER GUNN | |||||||||
| SVP OF MISSION EXPANSION | 40.00 | 0.00 | $208,414 | $0 | $21,878 | Yes (X) | |||
| KRISTIN ROSSOW | |||||||||
| VP OF ACCOUNTING | 37.40 | 2.60 | $186,260 | $0 | $30,303 | Yes (X) | |||
| STACY MORTON | |||||||||
| VP OF FINANCIAL PLAN & ANALYSIS | 40.00 | 0.00 | $186,793 | $0 | $25,122 | Yes (X) | |||
| KATIE KELLY | |||||||||
| VP OF INFORMATION TECHNOLOGY | 40.00 | 0.00 | $192,513 | $0 | $16,826 | Yes (X) | |||
| MOLLY KENNIS | |||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $178,217 | $0 | $30,574 | Yes (X) | |||
| ANDREA FERRUCCI | |||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $178,301 | $0 | $25,502 | Yes (X) | |||
| CAROL MAU | |||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $163,754 | $0 | $38,496 | Yes (X) | |||
| LINDA SCHOLTING | |||||||||
| VP OF FINANCIAL OPERATIONS | 40.00 | 0.00 | $176,955 | $0 | $15,622 | Yes (X) | |||
| KIM FORD | |||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $153,251 | $0 | $37,830 | Yes (X) | |||
| ROBIN WESTFALL | |||||||||
| VP OF TALENT MANAGEMENT | 40.00 | 0.00 | $156,010 | $0 | $35,060 | Yes (X) | |||
| ERICA GIBSON | |||||||||
| VP OF HR SERVICES | 40.00 | 0.00 | $161,572 | $0 | $29,365 | Yes (X) | |||
| SARAH KHALILI | |||||||||
| VP OF COMPLIANCE | 40.00 | 0.00 | $146,119 | $0 | $44,013 | Yes (X) | |||
| PAULA BURTON | |||||||||
| VP OF HR OPERATIONS | 40.00 | 0.00 | $163,078 | $0 | $25,309 | Yes (X) | |||
| MATTHEW SHEFFIELD | |||||||||
| SR DEVELOPMENT OFFICER | 40.00 | 0.00 | $153,626 | $0 | $31,934 | Yes (X) | |||
| JENNIFER ZAJICEK | |||||||||
| VP OF OP EXCELLENCE | 40.00 | 0.00 | $155,356 | $0 | $24,488 | Yes (X) | |||
| MARY BETH O'NEILL | |||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $155,239 | $0 | $23,831 | Yes (X) | |||
| JULIE ZITTERGRUEN | |||||||||
| VP OF REVENUE CYCLE | 40.00 | 0.00 | $138,364 | $0 | $32,642 | Yes (X) | |||
| CHRISTINE SCHROEDER | |||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $154,889 | $0 | $15,933 | Yes (X) | |||
| THE REV DANIEL FOREHAND | |||||||||
| CHAIRPERSON | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KEITH HOHLY | |||||||||
| VICE CHAIRPERSON | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA A NIMTZ | |||||||||
| SECOND VICE CHAIRPERSON | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| AKASH SETHI | |||||||||
| SECRETARY | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES J OLMSTED | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EDWARD L BARKER | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT GRAULICH | |||||||||
| DIRECTOR | 1.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |||
| MEGAN GUSTAFSON | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHELLE THOMPSON | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LYNN FULLENKAMP | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHA PROCHASKA | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JODI BENJAMIN | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MONICA HOLLE | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK NICHOLSON | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KAREN PEPPMULLER | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SEAN POELLNITZ | |||||||||
| DIRECTOR | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDA BURT | |||||||||
| DIRECTOR (THRU 10/2021) | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES BOWEN | |||||||||
| DIRECTOR (THRU 10/2021) | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL COOPER-WHITE | |||||||||
| DIRECTOR (THRU 10/2021) | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SANDRA SCOTT | |||||||||
| DIRECTOR (THRU 10/2021) | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES TOTSCH | |||||||||
| DIRECTOR (THRU 10/2021) | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,782,191 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $760,319 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 72 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DDN CONSULTING SERVICES LLC | |||||
| PO BOX 185010 | HAMDEN | CT | 06518 | NURSING SERVICES | $744,252 |
| ONE SOURCE | |||||
| PO BOX 24148 | OMAHA | NE | 68124 | PRE-EMPLOYMENT SCREENING | $383,700 |
| KOLEY JESSEN | |||||
| 1125 S 103RD ST STE 800 | OMAHA | NE | 68124 | LEGAL SERVICES | $323,138 |
| FUSION MEDICAL STAFFING | |||||
| PO BOX 82674 | LINCOLN | NE | 68501 | NURSING SERVICES | $195,332 |
| ALPHA REHABILITATION PC | |||||
| 920 E 56TH ST BLDG A | KEARNEY | NE | 688478628 | REHABILITATION | $191,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,522,255 | RelatedOrganizationsAmt |
| Government Grants | $13,126,785 | GovernmentGrantsAmt |
| All Other Contributions | $2,741,508 | AllOtherContributionsAmt |
| Noncash Contributions | $2,597,898 | NoncashContributionsAmt |
| Total Contributions | $19,390,548 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE/MEDICAID PMTS | 624100 | $252,819,161 | $252,819,161 |
| PROGRAM SERVICE REV. | 624100 | $58,357,368 | $58,357,368 |
| MANAGEMENT FEES | 541610 | $8,896,353 | $8,896,353 |
| RENTAL INCOME | 532000 | $633,629 | $633,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $320,706,511 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,538 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,302 | UnrelatedBusinessRevenueAmt |
| Exclusion | $231,236 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,699 | TotalRevenueColumnAmt |
| Exclusion | $6,699 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $216,576 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,884 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $200,692 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,692 | TotalRevenueColumnAmt |
| Exclusion | $200,692 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,890,977 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,491,212 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$600,235 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$600,235 | TotalRevenueColumnAmt |
| Exclusion | -$600,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $58,247 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $56,370 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,877 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PURCHASING CARD REBATE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $94,228 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $94,228 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $302,892 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $397,120 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,359,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $321,105,508 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,302 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$161,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $45,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,500 | TotalAmt |
| Program Services | $119,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,651,636 | TotalAmt |
| Management And General | $5,651,636 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,519,571 | TotalAmt |
| Program Services | $126,990,783 | ProgramServicesAmt |
| Management And General | $16,501,225 | ManagementAndGeneralAmt |
| Fundraising | $1,027,563 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,038 | TotalAmt |
| Program Services | $896,871 | ProgramServicesAmt |
| Fundraising | $4,167 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,609,767 | TotalAmt |
| Program Services | $17,946,254 | ProgramServicesAmt |
| Management And General | $1,639,026 | ManagementAndGeneralAmt |
| Fundraising | $24,487 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,809,018 | TotalAmt |
| Program Services | $9,299,538 | ProgramServicesAmt |
| Management And General | $1,480,841 | ManagementAndGeneralAmt |
| Fundraising | $28,639 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,388 | TotalAmt |
| Management And General | $233,328 | ManagementAndGeneralAmt |
| Fundraising | $150,060 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,142 | TotalAmt |
| Program Services | $106,319 | ProgramServicesAmt |
| Management And General | $96,823 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,868,927 | TotalAmt |
| Program Services | $88,534,572 | ProgramServicesAmt |
| Management And General | $1,093,015 | ManagementAndGeneralAmt |
| Fundraising | $241,340 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,725,477 | TotalAmt |
| Program Services | $7,252,939 | ProgramServicesAmt |
| Management And General | $467,694 | ManagementAndGeneralAmt |
| Fundraising | $4,844 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,498,548 | TotalAmt |
| Program Services | $12,446,564 | ProgramServicesAmt |
| Management And General | $1,036,929 | ManagementAndGeneralAmt |
| Fundraising | $15,055 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,872,853 | TotalAmt |
| Program Services | $3,735,507 | ProgramServicesAmt |
| Management And General | $129,070 | ManagementAndGeneralAmt |
| Fundraising | $8,276 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910,542 | TotalAmt |
| Program Services | $283,469 | ProgramServicesAmt |
| Management And General | $527,405 | ManagementAndGeneralAmt |
| Fundraising | $99,668 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,054,808 | TotalAmt |
| Program Services | $459,605 | ProgramServicesAmt |
| Management And General | $595,203 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,499,853 | TotalAmt |
| Program Services | $8,499,853 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,878,531 | TotalAmt |
| Program Services | $2,464,607 | ProgramServicesAmt |
| Management And General | $413,924 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & MEMBERSHIPS | $2,372,501 | $338,756 | $2,022,743 | $11,002 |
| BAD DEBT EXPENSE | $63,492 | $33,217 | $30,275 | |
| CFR EXPENSE | $9,050 | $9,050 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,951,564 | TotalAmt |
| Program Services | $3,228,744 | ProgramServicesAmt |
| Management And General | $1,307,554 | ManagementAndGeneralAmt |
| Fundraising | $415,266 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,948,206 | TotalAmt |
| Program Services | $282,682,098 | ProgramServicesAmt |
| Management And General | $33,226,691 | ManagementAndGeneralAmt |
| Fundraising | $2,039,417 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,316,058 | BOYAmt |
| EOY | $47,232,171 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,692,159 | BOYAmt |
| EOY | $8,359,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,227,864 | BOYAmt |
| EOY | $31,125,226 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,938,325 | BOYAmt |
| EOY | $1,736,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $111,688,318 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $76,871,068 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,033,717 | BOYAmt |
| EOY | $34,817,250 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,986,029 | BOYAmt |
| EOY | $27,918,361 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,481,302 | BOYAmt |
| EOY | $31,350,086 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,593,447 | BOYAmt |
| EOY | $7,775,768 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,268,901 | BOYAmt |
| EOY | $190,314,841 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,679,010 | BOYAmt |
| EOY | $33,989,992 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,587,897 | BOYAmt |
| EOY | $3,663,383 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,331,529 | BOYAmt |
| EOY | $17,667,337 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,083,370 | BOYAmt |
| EOY | $3,894,501 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,068,473 | BOYAmt |
| EOY | $13,042,933 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,750,279 | BOYAmt |
| EOY | $72,258,146 | 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 | $95,700,876 | BOYAmt |
| EOY | $117,153,119 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,746 | BOYAmt |
| EOY | $903,576 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,518,622 | BOYAmt |
| EOY | $118,056,695 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,268,901 | BOYAmt |
| EOY | $190,314,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,411,544 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$24,765 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $16,352 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$865,058 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,166,036 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,663,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,036,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,560,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,390,548 | CurrentTaxYearAmt |
| Total | $46,816,901 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,852,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,126,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,614,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $269,513,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $320,706,511 | CurrentTaxYearAmt |
| Total | $1,295,814,009 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,018,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,789,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,651,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $280,073,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,097,059 | CurrentTaxYearAmt |
| Total | $1,342,630,910 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,020 | CurrentTaxYearAmt |
| Total | $9,508 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,020 | CurrentTaxYearAmt |
| Total | $9,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,342,621,402 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $743,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $780,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $532,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $454,511 | CurrentTaxYearAmt |
| Total | $2,825,346 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,302 | CurrentTaxYearAmt |
| Total | $369,721 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $407,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $855,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $586,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $479,813 | CurrentTaxYearAmt |
| Total | $3,195,067 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $812,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $675,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $570,234 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $712,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $397,120 | CurrentTaxYearAmt |
| Total | $3,167,759 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $230,239,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,320,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $254,087,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $281,372,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,973,992 | CurrentTaxYearAmt |
| Total | $1,348,993,736 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99530 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99440 | PublicSupportPY509Pct |
| Investment Income CY | 0.00240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00250 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (1) | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $32,049 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $32,049 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DURING THE PAST YEAR, MOSAIC ENGAGED IN VARIOUS NON-PARTISAN ACTIVITIES TO INFLUENCE SPECIFIC LEGISLATION IMPACTING THE ORGANIZATION. MOSAIC ENGAGED ADVOCATES ON SOCIAL MEDIA ABOUT ISSUES IMPACTING THE ORGANIZATION, INCLUDING PROVIDING A LINK FOR ADVOCATES TO CONTACT THEIR MEMBERS OF CONGRESS. MOSAIC ADVERTISED ON SOCIAL MEDIA IN 2022. MOSAIC ALSO SENT CORRESPONDENCE TO PEOPLE AFFILIATED WITH THE ORGANIZATION INFORMING THEM ABOUT PREVAILING PUBLIC POLICY ISSUES IMPACTING THE ORGANIZATION AND PROVIDING CONTACT INFORMATION FOR MEMBERS OF CONGRESS. MOSAIC AS AN ORGANIZATION ENGAGED ITS MEMBERS OF CONGRESS THROUGH LETTERS, EMAILS, AND OFFICE VISITS. MOSAIC ALSO SENT A VARIETY OF ACTION ALERTS TO ITS ADVOCACY NETWORK. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 80.00 | TotalAcreageCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 100.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $3,800,964 | BeginningBalanceAmt |
| Additions During Year | $20,552,685 | AdditionsDuringYearAmt |
| Distributions During Year | $21,836,416 | DistributionsDuringYearAmt |
| Ending Balance | $2,517,233 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,379,971 | BeginningYearBalanceAmt |
| Contributions | $1,618,196 | ContributionsAmt |
| Investment Earnings Or Losses | $2,591,357 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,277,441 | OtherExpendituresAmt |
| End Year Balance | $36,312,083 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.84390 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15610 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,546,052 | OtherCostOrOtherBasisAmt |
| Book Value | $4,546,052 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,672,432 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,852,896 | DepreciationAmt |
| Book Value | $24,819,536 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,260,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,043,968 | DepreciationAmt |
| Book Value | $216,435 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,568,045 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,889,230 | DepreciationAmt |
| Book Value | $1,678,815 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,641,386 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,084,974 | DepreciationAmt |
| Book Value | $3,556,412 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,817,250 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $110,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BOND RESERVES | $99,004 | F |
| INVESTMENT IN BICO | $16,245,486 | C |
| INVESTMENT IN SALES TYPE LEASE | $11,463,871 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,918,361 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE FEES | $22,033 |
| CRATS PAYABLE | $478,119 |
| LIABILITY FOR PENSION BENEFITS | $1,145,672 |
| ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS | $1,095,656 |
| LEASE LIABILITY | $10,301,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,042,933 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE FINANCIAL STATEMENTS FOR MOSAIC AND ITS AFFILIATES DO NOT CONTAIN ANY INFORMATION REGARDING THE CONSERVATION EASEMENT. |
| PART IV, LINE 1B: | MOSAIC IS THE REPRESENTATIVE-PAYEE FOR THE PERSONAL FUNDS OF A NUMBER OF INDIVIDUALS IN SERVICE. MOSAIC DOES NOT OWN THE ACCOUNTS. IN PREVIOUS YEARS, THE ACCOUNTING FOR SUCH ACTIVITIES OCCURRED AT THE AGENCY LEVEL AND AN AGGREGATE ACCOUNTING OF SUCH SERVICES WAS NOT POSSIBLE. MOSAIC TRACKS ALL ACCOUNT ACTIVITIES, AND THE NUMBERS LISTED ON PART IV, LINES 1C - 1F ACCURATELY REFLECT THE AGGREGATE BALANCE OF THESE ACCOUNTS. |
| 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. THE ENDOWMENT FUNDS ARE HELD BY THE MOSAIC FOUNDATION. |
| 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 2022 AND 2021, MANAGEMENT DETERMINED THAT THERE ARE NO INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS OTHER THAN DESCRIBED PREVIOUSLY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Purpose Of Grant | SUPPORT DEVELOPMENT OF SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. CENTER-BASED AND IN-HOME SUPPORT FOR CHILDREN WITH DISABILITIES AND THEIR CAREGIVERS. | PurposeOfGrantTxt |
| Cash Grant | $119,500 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MOSAIC HOUSING CORPORATION II | ||||||||
| 4980 S 118TH STREET | OMAHA | NE | 68137 | 470773689 | 501(C)(3) | $15,000 | $0 | THE GRANT PROVIDED IS TO THE RELATED ORGANIZATION TO FURTHER ITS TAX EXEMPT FUNCTION. |
| MOSAIC HOUSING CORPORATION XIII | ||||||||
| 4980 S 118TH STREET | OMAHA | NE | 68137 | 421626679 | 501(C)(3) | $15,000 | $0 | THE GRANT PROVIDED IS TO THE RELATED ORGANIZATION TO FURTHER ITS TAX EXEMPT FUNCTION. |
| MOSAIC HOUSING CORP XXII - LOGAN | ||||||||
| 4980 S 118TH STREET | OMAHA | NE | 68137 | 273483415 | 501(C)(3) | $10,000 | $0 | THE GRANT PROVIDED IS TO THE RELATED ORGANIZATION TO FURTHER ITS TAX EXEMPT FUNCTION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | 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 PROVIDED TO RELATED ORGANIZATIONS TO FURTHER THEIR TAX EXEMPT FUNCTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (27 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 | $486,127 | $0 | $123,724 | $0 | $4,147 | $0 | -$31,879 | $0 | $38,726 | $0 | $620,845 | $0 | $0 | $0 |
| SCOTT HOFFMAN | ||||||||||||||
| SENIOR VP AND CFO | $301,014 | $0 | $52,416 | $0 | $1,167 | $0 | $6,458 | $0 | $26,024 | $0 | $387,079 | $0 | $0 | $0 |
| JOSEPH LYONS | ||||||||||||||
| SR VP AND GENERAL COUNSEL | $257,821 | $0 | $36,500 | $0 | $917 | $0 | $16,073 | $0 | $11,664 | $0 | $322,975 | $0 | $0 | $0 |
| RENEE COUGHLIN | ||||||||||||||
| SVP OF MISSION ADVANCEMENT | $222,915 | $0 | $45,203 | $0 | $917 | $0 | $15,007 | $0 | $38,270 | $0 | $322,312 | $0 | $0 | $0 |
| MARLIN WILKERSON | ||||||||||||||
| SVP OF OPERATIONS | $159,272 | $0 | $0 | $0 | $127,330 | $0 | $7,613 | $0 | $21,511 | $0 | $315,726 | $0 | $0 | $0 |
| RAYMOND WALLACE | ||||||||||||||
| ASSOCIATE VP OF FINANCE | $206,290 | $0 | $65,143 | $0 | $892 | $0 | $5,839 | $0 | $11,664 | $0 | $289,828 | $0 | $0 | $0 |
| PARKER MCKENNA | ||||||||||||||
| SVP OF HUMAN RESOURCES | $226,648 | $0 | $31,674 | $0 | $917 | $0 | $14,021 | $0 | $12,064 | $0 | $285,324 | $0 | $0 | $0 |
| ANGELA WEIS | ||||||||||||||
| SVP OF MISSION SUPPORT | $179,808 | $0 | $28,701 | $0 | $820 | $0 | $11,771 | $0 | $30,840 | $0 | $251,940 | $0 | $0 | $0 |
| JENNIFFER LEDOUX | ||||||||||||||
| SVP OF OPERATIONS | $184,240 | $0 | $28,150 | $0 | $727 | $0 | $7,901 | $0 | $12,024 | $0 | $233,042 | $0 | $0 | $0 |
| HEATHER GUNN | ||||||||||||||
| SVP OF MISSION EXPANSION | $187,635 | $0 | $20,000 | $0 | $779 | $0 | $10,214 | $0 | $11,664 | $0 | $230,292 | $0 | $0 | $0 |
| KRISTIN ROSSOW | ||||||||||||||
| VP OF ACCOUNTING | $180,778 | $0 | $4,750 | $0 | $732 | $0 | $5,279 | $0 | $25,024 | $0 | $216,563 | $0 | $0 | $0 |
| STACY MORTON | ||||||||||||||
| VP OF FINANCIAL PLAN & ANALYSIS | $181,938 | $0 | $4,088 | $0 | $767 | $0 | $5,058 | $0 | $20,064 | $0 | $211,915 | $0 | $0 | $0 |
| KATIE KELLY | ||||||||||||||
| VP OF INFORMATION TECHNOLOGY | $186,992 | $0 | $4,750 | $0 | $771 | $0 | $5,162 | $0 | $11,664 | $0 | $209,339 | $0 | $0 | $0 |
| MOLLY KENNIS | ||||||||||||||
| VP OF OPERATIONS | $176,197 | $0 | $1,250 | $0 | $770 | $0 | $5,170 | $0 | $25,404 | $0 | $208,791 | $0 | $0 | $0 |
| ANDREA FERRUCCI | ||||||||||||||
| VP OF OPERATIONS | $172,086 | $0 | $5,500 | $0 | $715 | $0 | $0 | $0 | $25,502 | $0 | $203,803 | $0 | $0 | $0 |
| CAROL MAU | ||||||||||||||
| VP OF OPERATIONS | $157,090 | $0 | $5,650 | $0 | $1,014 | $0 | $4,800 | $0 | $33,696 | $0 | $202,250 | $0 | $0 | $0 |
| LINDA SCHOLTING | ||||||||||||||
| VP OF FINANCIAL OPERATIONS | $76,655 | $0 | $0 | $0 | $100,300 | $0 | $1,846 | $0 | $13,776 | $0 | $192,577 | $0 | $0 | $0 |
| KIM FORD | ||||||||||||||
| VP OF OPERATIONS | $151,314 | $0 | $1,250 | $0 | $687 | $0 | $4,614 | $0 | $33,216 | $0 | $191,081 | $0 | $0 | $0 |
| ROBIN WESTFALL | ||||||||||||||
| VP OF TALENT MANAGEMENT | $153,823 | $0 | $1,500 | $0 | $687 | $0 | $4,596 | $0 | $30,464 | $0 | $191,070 | $0 | $0 | $0 |
| ERICA GIBSON | ||||||||||||||
| VP OF HR SERVICES | $157,101 | $0 | $3,750 | $0 | $721 | $0 | $4,525 | $0 | $24,840 | $0 | $190,937 | $0 | $0 | $0 |
| SARAH KHALILI | ||||||||||||||
| VP OF COMPLIANCE | $143,436 | $0 | $2,000 | $0 | $683 | $0 | $4,567 | $0 | $39,446 | $0 | $190,132 | $0 | $0 | $0 |
| PAULA BURTON | ||||||||||||||
| VP OF HR OPERATIONS | $161,157 | $0 | $1,250 | $0 | $671 | $0 | $4,525 | $0 | $20,784 | $0 | $188,387 | $0 | $0 | $0 |
| MATTHEW SHEFFIELD | ||||||||||||||
| SR DEVELOPMENT OFFICER | $146,060 | $0 | $6,753 | $0 | $813 | $0 | $0 | $0 | $31,934 | $0 | $185,560 | $0 | $0 | $0 |
| JENNIFER ZAJICEK | ||||||||||||||
| VP OF OP EXCELLENCE | $146,429 | $0 | $8,150 | $0 | $777 | $0 | $4,064 | $0 | $20,424 | $0 | $179,844 | $0 | $0 | $0 |
| MARY BETH O'NEILL | ||||||||||||||
| VP OF OPERATIONS | $154,649 | $0 | $0 | $0 | $590 | $0 | $3,961 | $0 | $19,870 | $0 | $179,070 | $0 | $0 | $0 |
| JULIE ZITTERGRUEN | ||||||||||||||
| VP OF REVENUE CYCLE | $136,788 | $0 | $1,250 | $0 | $326 | $0 | $2,402 | $0 | $30,240 | $0 | $171,006 | $0 | $0 | $0 |
| CHRISTINE SCHROEDER | ||||||||||||||
| VP OF OPERATIONS | $153,012 | $0 | $1,236 | $0 | $641 | $0 | $4,269 | $0 | $11,664 | $0 | $170,822 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | EVERY EMPLOYEE ENROLLED IN A HEALTH PLAN CAN BE REIMBURSED UP TO $25 PER MONTH FOR GYM MEMBERSHIPS OR INITIATION FEES. THIS BENEFIT IS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE. |
| PART I, LINE 4A | MARLIN WILKERSON RECEIVED A SEVERANCE PAYMENT OF $126,890. LINDA SCHOLTING RECEIVED A SEVERANCE PAYMENT OF $100,006. |
| 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 K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PUBLIC FINANCE AUTHORITY | ||||||||
| A | 273866124 | 000000000 | 2017-06-29 | $12,188,750 | REFUND PRIOR ISSUES (1/28/03, 6/1/05, 3/12/10, 3/31/10, 4/14/10, 4/30/12). | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY | ||||||||
| B | 273866124 | 000000000 | 2018-10-31 | $10,101,544 | ACQUIRE FACILITY. REFUND PRIOR ISSUE (11/1/17 & 10/31/18). | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY | ||||||||
| C | 273866124 | 000000000 | 2017-11-01 | $6,740,000 | CONSTRUCT & IMPROVE FACILITY. REFUND PRIOR TAXABLE ISSUE (6/29/17). | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,962,154 | $12,188,750 | $187,009 | $12,001,741 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $1,151,663 | $10,101,544 | $8,301,544 | 2018 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $1,800,000 | |
| C | $2,611,526 | $6,429,296 | $134,987 | 2021 | Yes (1) | 0 | Yes (1) | Yes (1) | $6,294,309 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: | (A) ISSUER NAME: PUBLIC FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 6/30/2021 (A) ISSUER NAME: PUBLIC FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 6/30/2021 (A) ISSUER NAME: PUBLIC FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2019 NOTE: REGARDING THE REBATE COMPUTATION ON 6/30/2021 AND 12/31/2019: SINCE THE BOND PROCEEDS HAVE BEEN SPENT AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. |
| SCHEDULE K PART II, COLUMN B, LINE 3: | DIFFERENCES BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 - THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) AS THIS DEBT WAS ISSUED ON A DRAW-DOWN BASIS AND THE TOTAL PRINCIPAL DRAWN WAS LESS THAN THE AMOUNT AVAILABLE. THE REMAINING PRINCIPAL WILL NOT BE DRAWN. |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $269,375 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,448,523 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $880,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | 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) ARE THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE EVANGELICAL LUTHERAN CHURCH IN AMERICA APPOINTS THREE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MOSAIC BOARD OF DIRECTORS MAY MAKE ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION WITHOUT OTHER APPROVAL WITH THE EXCEPTION OF SECTIONS 8 AND 10. AMENDMENTS TO SECTIONS 8 AND 10 OF THE ARTICLES OF INCORPORATION REQUIRE PRIOR WRITTEN CONSENT OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. SECTION 8 OF THE ARTICLES OF INCORPORATION SPECIFIES WHERE ASSETS WOULD BE TRANSFERRED UPON THE LIQUIDATION OF MOSAIC, AND SECTION 10 COVERS MOSAIC'S AFFILIATION WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTING FIRM. THE CHIEF FINANCIAL OFFICER, THE ORGANIZATION'S OUTSIDE ACCOUNTING FIRM, AND THE CHIEF EXECUTIVE OFFICER REVIEW THE RETURN. THE FINANCE AND AUDIT COMMITTEE AND THE BOARD OF DIRECTORS ARE PROVIDED A COPY OF THE RETURN 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 BOARD INTEGRITY COMMITTEE. ANY FINANCIAL CONFLICTS OF INTEREST ARE REPORTED TO THE CHIEF FINANCIAL OFFICER FOR REPORTING ON THE FORM 990. WITHIN 90 DAYS OF THEIR HIRE DATE, ALL STAFF COMPLETE A CONFLICT OF INTEREST FORM. STAFF ARE NOTIFIED ANNUALLY THEY MUST COMPLETE A NEW CONFLICT OF INTEREST FORM IF THERE HAVE BEEN ANY CHANGES SINCE THEY LAST SUBMITTED THE FORM. ALL REPORTED CONFLICTS OF INTEREST ARE REVIEWED BY HUMAN RESOURCES, OPERATIONS AND COMPLIANCE DEPARTMENTS. ANY CONFLICTS OF INTEREST OF THE CHIEF EXECUTIVE OFFICER ARE REPORTED TO THE BOARD OF DIRECTORS. CONFLICTS OF INTEREST OF SENIOR STAFF ARE REVIEWED BY THE SENIOR VICE PRESIDENT FOR HUMAN RESOURCES AND VICE PRESIDENT OF COMPLIANCE AND REPORTED TO THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER FOR REPORTING ON THE FORM 990. 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 BOARD OF DIRECTORS ESTABLISHED AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR CONTRACTING WITH AN INDEPENDENT CONSULTANT WHICH SHALL: DOCUMENT COMPARABLE COMPENSATION LEVELS PAID TO EXECUTIVES WITH SIMILAR POSITIONS AND RESPONSIBILITIES WITHIN THE MARKET APPLICABLE TO EXECUTIVE RECRUITMENT, HELP THE COMMITTEE APPLY MOSAIC'S COMPENSATION PHILOSOPHY TO THE MARKET SURVEY DATA TO IDENTIFY SUPPORTABLE COMPENSATION LEVELS AND COMPENSATION RANGES, AND VERIFY 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 BE GUIDED BY THE CONSULTANT'S ANALYSIS AND EXPERTISE AND 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 | INDIVIDUALS MAY REQUEST MOSAIC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS THROUGH AN EMAIL REQUEST FORM AVAILABLE ON MOSAIC'S PUBLIC WEBSITE (WWW.MOSAICINFO.ORG). |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 535,460. MANAGEMENT AND GENERAL EXPENSES 579,114. FUNDRAISING EXPENSES 80,634. TOTAL EXPENSES 1,195,208. DAY/HOST SERVICES: PROGRAM SERVICE EXPENSES 87,958,290. MANAGEMENT AND GENERAL EXPENSES 6,257. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,964,547. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 40,822. MANAGEMENT AND GENERAL EXPENSES 507,644. FUNDRAISING EXPENSES 160,706. TOTAL EXPENSES 709,172. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT BENEFIT RELATED CHANGES OTHER THAN NET PERIODIC COST 136,486. OTHER TRANSFER OF LIABILITIES -1,001,544. EQUITY TRANSFER TO MOSAIC SENIOR SERVICES, INC. |
| FORM 990, PART XII, LINE 2C: | THE 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 Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING INNOVATIONS SUPPORT SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 LOCUST ST UNIT 2C | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020505172 | EIN |
| Primary Activities | IN-HOME SUPPORT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Total Income | $55,135,998 | TotalIncomeAmt |
| End Of Year Assets | $22,964,022 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC | BusinessNameLine1Txt |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| MOSAIC FOUNDATION | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363837360 | FUNDRAISING AND INVESTMENT ASSET MANAGEMENT | NE | 501(C)(3) | LINE 12A, I | MOSAIC | Yes (1) |
| OAKS OF DUNN COUNTY INC | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 391913323 | SENIOR LIVING SERVICES | WI | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP I | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363756911 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP II | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470773689 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP IV | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 911823422 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP VII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470828015 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP VIII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470828012 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP IX | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 742838413 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP X | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 742908789 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XI | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 311706640 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 481297244 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XIII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 421626679 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XIV - ROCKFORD | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204417891 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XV - COUNCIL BLUFFS | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 205765691 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XVI - FARMINGTON | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 205765731 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XVII - BEATRICE | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710013 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XVIII - OSCEOLA-WAUKON | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710184 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XIX - WINFIELD | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710259 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XX - GARDEN CITY | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 264555206 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC ILLINOIS HOUSING I | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 202997161 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC ILLINOIS HOUSING II | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204417645 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC ILLINOIS HOUSING AT MACOMB I | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204841909 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC ILLINOIS HOUSING OF ROCKFORD I | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204841856 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XXI - MEMPHIS | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 264555313 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORP XXII - LOGAN | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 273483415 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC HOUSING CORPORATION XXIII - AUSTIN | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 710875364 | LOW INCOME HOUSING | NE | 501(C)(3) | LINE 10 | MOSAIC | Yes (1) |
| MOSAIC EMPLOYEE WELFARE BENEFIT PLAN | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363831874 | EMPLOYEE WELFARE BENEFIT PLAN | NE | 501(C)(9) | N/A | MOSAIC | Yes (1) |
| MOSAIC SENIOR SERVICES INC | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 831746407 | SENIOR LIVING SERVICES | AZ | 501(C)(3) | LINE 12A, I | MOSAIC | Yes (1) |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Share Of Total IncomeShareOfTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOSAIC HOUSING CORPORATION V | ||||||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470805545 | LOW INCOME HOUSING | NE | MOSAIC | C | $914,464 | 1.00000 | Yes (1) | |||
| BICO | ||||||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | CAPTIVE INSURANCE | MOSAIC | C | $26,187,275 | 1.00000 | Yes (1) | BD | ||||
| CHARITABLE REMAINDER TRUSTS (5) | ||||||||||||||
| INVESTMENT MANAGEMENT | NE | T | Yes (1) | N/A | ||||||||||
| EASE-E MEDICAL INC | ||||||||||||||
| 731 SOUTH 8TH STREET | CANON CITY | CO | 81212 | 470842353 | SALE OF MEDICAL EQUIPMENT AND SUPPLIES | NE | MOSAIC | C | $656,627 | 1.00000 | Yes (1) | $4,834,033 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE MOSAIC FOUNDATION | ||
| C | $3,522,255 | CASH TRANSFERRED EQUALS FMV |
| EASE-E MEDICAL EQUIPMENT | ||
| S | $316,365 | CASH TRANSFERRED EQUALS FMV |
| EASE-E MEDICAL EQUIPMENT | ||
| L | $608,166 | CASH TRANSFERRED EQUALS FMV |
| OAKS OF DUNN COUNTY INC | ||
| R | $221,868 | CASH TRANSFERRED EQUALS FMV |
| THE MOSAIC FOUNDATION | ||
| S | $838,664 | CASH TRANSFERRED EQUALS FMV |
| BICO | ||
| L | $935,000 | CASH TRANSFERRED EQUALS FMV |
| MOSAIC SENIOR SERVICES | ||
| L | $1,246,228 | CASH TRANSFERRED EQUALS FMV |
| MOSAIC SENIOR SERVICES | ||
| S | $5,473,783 | CASH TRANSFERRED EQUALS FMV |
| MOSAIC HOUSING CORP XIII | ||
| B | $53,612 | CASH TRANSFERRED EQUALS FMV |
| MOSAIC HOUSING CORP II | ||
| B | $57,306 | CASH TRANSFERRED EQUALS FMV |