2023-04-01T09:14:15-05:00 2022-06-30 420714325 RSM US LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011512 990 2021-07-01 420998726 FOUR OAKS FAMILY AND CHILDREN'S SERVICES FOUR 3193640259 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 STEVEN SCHURING CFO 3193640259 2023-03-27 1 STEVEN SCHURING 999009999 SHAWNA HULS P01315330 3192985333 2023-03-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z FOUR OAKS MARY BETH O'NEILL 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 61189986 0 X WWW.FOUROAKS.ORG X 1971 IA FOUR OAKS ASSURES CHILDREN BECOME SUCCESSFUL ADULTS.TOTALCHILD IS FOUR OAKS' COMPREHENSIVE AND LONG-TERM APPROACH BASED ON THE IDEA THAT WHEN CHILDREN OVERCOME BARRIERS, FAMILIES, HOMES, NEIGHBORHOODS AND COMMUNITIES ARE STRONGER. TOTALCHILD LOOKS BROADER AND DEEPER, BEYOND SHORT-TERM TREATMENT, IN FOUR KEY AREAS OF A CHILD'S LIFE: BASIC NEEDS, EDUCATION AND WORK, FAMILY, AND COMMUNITY. TOTALCHILD CROSSES ALL PROGRAMMING AND WORKS WITH MANY SERVICE PROVIDERS UNTIL THE CHILD REACHES THEIR 18TH BIRTHDAY TO HELP A CHILD BECOME A SUCCESSFUL ADULT. 27 27 974 44 0 0 2643009 15059734 36782297 45532549 150734 369368 317161 190402 39893201 61152053 0 0 0 0 28859078 34367847 0 0 412912 12731766 11534488 41590844 45902335 -1697643 15249718 43228443 51493738 14962326 9952105 28266117 41541633 X FOUR OAKS ASSURES CHILDREN BECOME SUCCESSFUL ADULTS. 0 0 19521229 20220153 PMIC/RT: FOUR OAKS' PSYCHIATRIC MEDICAL INSTITUTION FOR CHILDREN (PMIC) AND (RT) ARE PLACES THAT PROVIDE OUT OF HOME TREATMENT OF AN INTENSE NATURE TO HELP CHILDREN WHOSE BEHAVIOR OR EMOTIONAL ISSUES HAVE ESCALATED TO A POINT THAT HAS OFTEN "OVERCOME" THE FAMILY AND SOMETIMES THE COMMUNITY. DURING THEIR TIME WITH US THEY ENGAGE IN A VARIETY OF TREATMENT PROCESSES DESIGNED TO HELP THE CHILD GAIN BETTER CONTROL OVER THEIR OWN BEHAVIOR, BETTER UNDERSTAND THEMSELVES, AND WORK THROUGH ISSUES THAT MAY HAVE ARISEN IN THEIR FAMILIES. FOUR OAKS SERVES CHILDREN IN IOWA RANGING FROM 5-17. WE SERVED OVER 500 KIDS AND THEIR FAMILIES DURING THE YEAR. 9988991 10108638 COMMUNITY BASED PROGRAMS: FOUR OAKS OFFERS AN ARRAY OF COMMUNITY BASED PROGRAMS INCLUDING BEHAVIORAL HEALTH INTERVENTION SERVICES, FAMILY CENTERED SERVICES, PARENTS AS TEACHERS, FAMILY SUPPORT, PEDIATRIC INTEGRATED HEALTH, SUPERVISED COMMUNITY TREATMENT & FUNCTIONAL FAMILY THERAPY. THIS ARRAY OF COMMUNITY BASED CHILD AND FAMILY SUPPORT SERVICES HELP TO STABILIZE INDIVIDUAL AND FAMILY FUNCTIONING, REDUCE THE RISK OF CHILD ABUSE AND JUVENILE CRIME, AND ASSISTS FAMILIES TO BE SELF SUFFICIENT IN MEETING THE NEEDS OF THEIR CHILDREN. FOUR OAKS SERVES CHILDREN IN IOWA RANGING IN AGE FROM 0-17. WE SERVED OVER 3500 KIDS AND THEIR FAMILIES DURING THE YEAR. 7236246 7263599 RRTS: FOUR OAKS HOLDS THE HHS STATE CONTRACT FOR THE RECRUITMENT, RETENTION, TRAINING AND SUPPORT (RRTS) OF RESOURCE FAMILIES IN 4 OF THE 5 STATE SERVICE AREAS. REQUIREMENTS OF THIS CONTRACT ARE TO RECRUIT AND RETAIN FOSTER AND ADOPTIVE PARENTS; PROVIDE SUPPORT TO FOSTER AND ADOPTIVE PARENTS; COMPLETE HOME STUDIES AND MAKE RECOMMENDATIONS TO HHS ON FOSTER CARE AND ADOPTIVE FAMILY APPLICANTS; PROVIDE POST ADOPTION SUPPORT SERVICES TO FAMILIES WITH IOWA ADOPTION SUBSIDY; AND TO MAKE FOSTER FAMILY MATCH RECOMMENDATIONS TO HHS WHEN CHILDREN ARE REFERRED TO FOSTER CARE. FOUR OAKS SERVES CHILDREN IN IOWA RANGING IN AGE FROM 0-17. WE SERVED OVER 7,000 KIDS AND THEIR FAMILIES DURING THE YEAR. 3467017 7940159 FOUR OAKS OFFERS OTHER PROGRAMS THAT INCLUDE AFTER SCHOOL & SUMMER ACTIVITIES, CLASSROOMS THAT HELP SCHOOL DISTRICTS WITH STUDENT BEHAVIORAL ISSUES, AND EMERGENCY SHELTERS. FOUR OAKS SERVES CHILDREN IN IOWA RANGING IN AGE FROM 5-17. WE SERVED OVER 3,500 KIDS AND THEIR FAMILIES DURING THE YEAR. 3467017 7940159 40213483 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 96 0 1 974 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X STEVEN SCHURING 3193640259 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 LYDIA BROWN CHAIR 2.00 4.00 X X 0 0 0 JIM CHOATE TREASURER 2.00 3.00 X X 0 0 0 MARK DANIELSON PAST CHAIR 1.00 2.00 X X 0 0 0 NANCY HILL-DAVIS VICE CHAIR 2.00 3.00 X X 0 0 0 KARL HOFFMAN SECRETARY 2.00 3.00 X X 0 0 0 RICHARD ALLEN DIRECTOR 1.00 3.00 X 0 0 0 STEVE ALLSOP DIRECTOR (UNTIL 11/21) 1.00 2.00 X 0 0 0 JASMINE ALMOAYYED DIRECTOR 1.00 2.00 X 0 0 0 BRUCE ANDERSON DIRECTOR 1.00 2.00 X 0 0 0 DINA DUSEK DIRECTOR 1.00 2.00 X 0 0 0 MATT EVANS DIRECTOR 1.00 2.00 X 0 0 0 EMILY FLOWERGARDEN DIRECTOR 1.00 3.00 X 0 0 0 JERRY HUNT DIRECTOR 1.00 3.00 X 0 0 0 CHUCK KENT DIRECTOR 1.00 2.00 X 0 0 0 TRAVIS KOLDER DIRECTOR 1.00 3.00 X 0 0 0 MIKE MCDERMOTT DIRECTOR 1.00 2.00 X 0 0 0 STEVE MOSHIER DIRECTOR 1.00 2.00 X 0 0 0 SCOTT OLSON DIRECTOR 1.00 2.00 X 0 0 0 ANNE PARMLEY DIRECTOR 1.00 2.00 X 0 0 0 DR KRISTEN RICKEY DIRECTOR 1.00 2.00 X 0 0 0 LEAH RODENBERG DIRECTOR 1.00 2.00 X 0 0 0 PAULA ROGERS DIRECTOR 1.00 2.00 X 0 0 0 HUNTER SKOGMAN DIRECTOR 1.00 3.00 X 0 0 0 VICKIE SNYDER DIRECTOR 1.00 2.00 X 0 0 0 MARTY STOLL DIRECTOR 1.00 2.00 X 0 0 0 GIACOMO TORMENE DIRECTOR 1.00 2.00 X 0 0 0 KEVIN TORNER DIRECTOR 1.00 2.00 X 0 0 0 MIKE WILKINS DIRECTOR 1.00 2.00 X 0 0 0 ANNE GRUENEWALD PRESIDENT/CEO (UNTIL 10/21) 40.00 10.00 X 176802 0 47202 MARY BETH O'NEILL PRESIDENT/CEO 40.00 10.00 X 66700 0 2789 TAMI GILLMORE COO (UNTIL 05/22) 40.00 10.00 X 171862 0 25115 KELLI MALONE CHIEF PROGRAM OFFICER (UNTIL 05/22) 40.00 10.00 X 123878 0 19652 DEBBIE CRAIG CHIEF ADVOCACY OFFICER 40.00 10.00 X 100047 0 19787 STEVE SCHURING CHIEF FINANCIAL OFFICER 40.00 10.00 X 84292 0 14319 723581 0 128864 4 0 1 0 MARTIN BROS DISTRIBUTING CO INC PO BOX 69 CEDAR FALLS IA 50613 FOOD SERVICES 579072 PC CONNECTION PO BOX 536472 PITTSBURGH PA 152535906 TECHNOLOGY SERVICES 323909 SHUTTLEWORTH & INGERSOLL PLC PO BOX 2107 CEDAR RAPIDS IA 524062107 LEGAL SERVICES 285345 VISION WORKS PO BOX 10712 CEDAR RAPIDS IA 52410 UNISON FEES 247708 ENTERPRISE FM TRUST PO BOX 800089 KANSAS CITY MO 641800089 LEASED VEHICLES 245927 10 X 82500 6293982 8683252 69946 15059734 FAMILY AND CHILDREN'S SERVICES 624100 43275440 43275440 AFFILIATE SERVICES 561000 2257109 2257109 45532549 356027 356027 133043 0 133043 133043 133043 675 12666 0 0 675 12666 13341 13341 95292 82500 37933 57359 57359 61152053 45532549 0 559770 1056288 1056288 26415084 24603012 1599029 213043 509308 502122 7186 3616416 3061810 495498 59108 2770751 2755526 13890 1335 276589 276589 330024 330024 28000 28000 2121977 1655093 401879 65005 20344 19859 485 1776599 1537676 231123 7800 68838 20611 48227 1349411 1201601 129101 18709 840061 803862 34839 1360 21540 21540 1051203 813386 236347 1470 434511 378934 52455 3122 BAD DEBT 1456821 1456821 PROGRAM SUPPLIES 982287 982287 TRAINING & EDUCATION 392557 230173 162251 133 REPAIRS & MAINTENANCE 257987 75292 179674 3021 125739 87418 38321 45902335 40213483 5275940 412912 3455666 10307021 2254587 2360472 2538332 4174183 938990 840860 32153637 18913307 11529206 13240330 10332297 10359954 10125982 6468269 174993 2053383 3567656 43228443 51493738 2710066 4112655 187674 269161 4741526 4573784 1309470 518516 5110378 0 903212 477989 14962326 9952105 X 25873690 39337512 2392427 2204121 28266117 41541633 43228443 51493738 X 15249718 -1047601 20000 -946601 X X 0 1 X 1 1 1 X 1571963 726341 1210535 2660009 15059734 21228582 1571963 726341 1210535 2660009 15059734 21228582 1168814 19790954 309110 393730 222981 161559 489070 1576450 1165 2034 1075 4274 22809306 195116385 0.86770 0.63350 X 1571963 726341 1210535 2660009 15059734 21228582 38725558 37443267 36632714 36782297 45532549 195116385 14605 27460 900 218654 95292 356911 40312126 38197068 37844149 39660960 60687575 216701878 0 0 0 216701878 309110 393730 222981 161559 489070 1576450 309110 393730 222981 161559 489070 1576450 1165 2034 1075 4274 40622401 38592832 38068205 39822519 61176645 218282602 0.99280 0.98930 0.00720 0.00720 X PART II, SUPPORT SCHEDULE THE FILING ORGANIZATION IDENTIFIES AS A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(2), AS AN ORGANIZATION THAT NORMALLY RECEIVES MORE THAN 33-1/3% OF ITS SUPPORT FROM CONTRIBUTIONS AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS. ACCORDINGLY, SCHEDULE A, PART I, BOX 10 AND SCHEDULE A, PART III HAVE BEEN COMPLETED TO REFLECT THIS STATUS. IN ADDITION, THE FILING ORGANIZATION HAS CHOSEN TO COMPLETE SCHEDULE A, PART II, SUPPORT SCHEDULE FOR ORGANIZATIONS DESCRIBED IN SECTION 170(B)(1)(A)(VI) TO ESTABLISH THAT IT MEETS THE 33-1/3% SUPPORT TEST UNDER SECTION 509(A)(1) FOR THE PURPOSE OF UTILIZING THE SPECIAL RULE ON FORM 990, SCHEDULE B, SCHEDULE OF CONTRIBUTORS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 28000 0 0 28000 0 PART II-B, LINE 1: A LOBBYING FIRM WAS ENGAGED TO REPRESENT FOUR OAKS AT THE IOWA STATE CAPITOL EACH DAY DURING THE LEGISLATIVE SESSION. THE FIRM IS CHARGED WITH ADVOCATING POSITIONS AND MEETING WITH POLICY MAKERS. 10332298 749840 -722184 10359954 7654890 1136687 1857701 316980 10332298 8136401 54843 -185368 350986 7654890 8139383 14420 331919 349321 8136401 8892599 631843 1385059 8139383 0.80450 0.00000 0.19550 1 0 1343386 1343386 26113994 15323898 10790096 4696257 3589409 1106848 13240330 INTEREST IN NET ASSETS OF PROGRAM-RELATED ENTITIES 6468269 C 6468269 RESTRICTED DEFERRED COMPENSATION 437989 ACCOUNTS RECEIVABLE-RELATED ORGANIZATIONS 3069067 OTHER 60600 3567656 DEPOSITS 40000 DEFERRED COMPENSATION PAYABLE 437989 477989 X PART V, LINE 4: THE ORGANIZATION HAS ESTABLISHED ENDOWED AND QUASI-ENDOWED FUNDS AT THE GREATER CEDAR RAPIDS COMMUNITY FOUNDATION. A 4.5 PERCENT SPEND RATE ON ENDOWMENTS FOR THE PAY FOR PERFORMANCE PLAN HAS BEEN APPROVED BY THE BOARD. SHOULD MANAGEMENT DECIDE TO TAKE DISTRIBUTIONS FROM THE ENDOWMENT ACCOUNTS IN THE FUTURE, THE BOARD AND THE COMMUNITY FOUNDATION WILL BE NOTIFIED. PART X, LINE 2: FOUR OAKS, AHNI, AHNI HOLDINGS AND JANE BOYD ARE RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THESE AGENCIES MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ANY NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THESE AGENCIES FILE FORMS 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY AND UNRELATED BUSINESS INCOME (UBI) IS REPORTED ON FORM 990-T, AS APPROPRIATE. AHNI PROPERTIES, INC. IS A TAXABLE CORPORATION UNDER THE INTERNAL REVENUE CODE REGULATIONS. SUGAR CREEK BEND, LLLP IS TREATED AS A PARTNERSHIP FOR TAX PURPOSES. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS, WHICH INCLUDE SUCH MATTERS AS THE TAX-EXEMPT STATUS AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UBI. AS OF JUNE 30, 2022 AND 2021, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. X X X X X X X 1 IA GOLF CLASSIC 177792 82500 95292 3800 31100 3033 177792 82500 95292 3800 31100 3033 37933 57359 X X X X 0 1 0 0 0 0 0 0 0 ANNE GRUENEWALD PRESIDENT/CEO (UNTIL 10/21) 176802 0 0 0 0 0 38544 0 8658 0 224004 0 0 0 TAMI GILLMORE COO (UNTIL 05/22) 166862 0 5000 0 0 0 5265 0 19850 0 196977 0 0 0 PART I, LINE 4B ONE INDIVIDUAL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING CALENDAR YEAR 2021 WITH CONTRIBUTIONS AS FOLLOWS: ANNE GRUENEWALD - $38,544 THIS INFORMATION IS INCLUDED IN DEFERRED COMPENSATION ON SCHEDULE J, PART II, COL (C). A LINN COUNTY IOWA 426004338 NONEAVAIL 2009-12-30 1665000 BUILDING CONSTRUCTION 0 0 0 B CERRO GORDO COUNTY IOWA 426004949 NONEAVAIL 2014-06-30 1000000 BUILDING CONSTRUCTION 0 0 0 A 1665000 12000 1653000 2009 1 0 1 1 B 1000000 1000000 0 0 1 1 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 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 0 A 1 B 1 X 32329 THRIFT STORE VALUE X PRIZES/GIFTS 41 30915 COST X SUPPLIES 26 4219 COST X FOOD/MEALS 9 1607 COST X GIFT CARDS 5 580 COST 0 0 1 0 PART I, COLUMN (B): PART I, LINE (B): NUMBER OF CONTRIBUTIONS FORM 990, PART I, LINE 6, NUMBER OF VOLUNTEERS: THE NUMBER OF VOLUNTEERS IS TRACKED IN A DATABASE AND A PAPER FILE THAT CONTAINS EACH VOLUNTEER'S BACKGROUND CHECK AND VOLUNTEER APPLICATION. FORM 990, PART VI, SECTION A, LINE 7A JANE BOYD COMMUNITY HOUSE ("JBCH") HAS AN AFFILIATE AGREEMENTS WITH FOUR OAKS ENTITLING JBCH TO NOMINATE ONE VOTING MEMBER OF THE FOUR OAKS BOARD OF DIRECTORS. JBCH SELECTS ONE APPOINTED REPRESENTATIVE FROM THE MEMBERSHIP OF THEIR RESPECTIVE BOARDS OF DIRECTORS. APPOINTED REPRESENTATIVES ARE SUBJECT TO THE APPROVAL OF THE FOUR OAKS BOARD OF DIRECTORS. AS OF JUNE 30, 2022 THE ACTIVITIES OF JBCH WERE MERGED INTO FOUR OAKS AND THE NET ASSETS OF JBCH WERE TRANSFERRED TO FOUR OAKS. GOING FORWARD ALL JBCH ACTIVITY WILL BE PART OF FOUR OAKS. FORM 990, PART VI, SECTION B, LINE 11B THE OUTSIDE TAX PREPARER REVIEWS THE FORM 990 WITH THE CEO/PRESIDENT, CFO, AND ADMINISTRATIVE SERVICES (FINANCE) COMMITTEE IN DRAFT FORM. ALL QUESTIONS AND CONCERNS ARE ADDRESSED TO FULL SATISFACTION BEFORE BECOMING FINAL. THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS, AND EMPLOYEES TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AS WELL AS REPORT ANY DUALITY OF INTEREST AS SOON AS THE INTEREST OCCURS. WHEN HIRING INDEPENDENT CONTRACTORS FOR MAJOR PROJECTS, THE ORGANIZATION SENDS REQUESTS FOR PROPOSAL ("RFPS.") FOR MAJOR RECURRING SERVICE CONTRACTS, RFPS ARE DONE EVERY 3-5 YEARS OR MARKET RATES ARE REVIEWED BY MANAGEMENT TO ENSURE THAT THE TERMS FOR RENEWING THE CONTRACT ARE STILL AT COMPETITIVE MARKET RATES. THROUGHOUT THE PROCESS, ANY INTERESTED BOARD MEMBERS AND/OR COMMITTEE MEMBERS MUST ABSTAIN FROM THE DISCUSSION AND THE SELECTION OF A CONTRACTOR. WHERE MAJOR CONFLICTS EXISTS, THE BOARD MEMBER WILL EITHER RESIGN AS A BOARD MEMBER OR WITHDRAW HIS/HER FIRM FROM CONSIDERATION FOR THE CONTRACT. AS AN ADDITIONAL SAFEGUARD, MANAGEMENT REVIEWS VENDOR LISTS AND BOARD MEMBER LISTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 FOUR OAKS UTILIZES THE EXECUTIVE COMMITTEE FOR SETTING CEO/PRESIDENT COMPENSATION AS WELL AS OBTAINS A MARKET REVIEW AND COMPENSATION COMPARISON FROM AN INDEPENDENT ACCOUNTING FIRM EVERY THREE YEARS. THE EXECUTIVE COMMITTEE GIVES THE CEO/PRESIDENT DIRECTION ON SETTING COMPENSATION FOR THE REMAINING EXECUTIVE OFFICERS AND THE CEO/PRESIDENT AND COMMITTEE JOINTLY ARRIVE AT COMPENSATION FIGURES FOR SUCH OTHER OFFICERS. AN INDUSTRY SALARY SURVEY IS ALSO UTILIZED BY THE COMMITTEE IN SETTING COMPENSATION. FOUR OAKS RETAINS DOCUMENTATION WITH REGARD TO CRITERIA USED TO ARRIVE AT COMPENSATION FOR OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST. IN ADDITION, THE ORGANIZATION MAKES ITS ANNUAL REPORT, INCLUDING ITS FINANCIAL INFORMATION, AVAILABLE ON ITS WEBSITE. FORM 990, PART VI, LINE 10A AND 10B, AFFILIATES: FOUR OAKS FAMILY AND CHILDREN'S SERVICES HAS WRITTEN AFFILIATE AGREEMENTS WITH SEVERAL ENTITIES THAT CONDUCT ACTIVITIES THAT CONTRIBUTE TO THE ACHIEVEMENT OF FOUR OAKS' EXEMPT PURPOSE. ANY AFFILIATED ENTITIES IN WHICH FOUR OAKS HAS THE PRESCRIBED AMOUNT OF DIRECT OR INDIRECT OWNERSHIP OR CONTROL ARE LISTED AS RELATED ORGANIZATIONS ON FORM 990, SCHEDULE R, AS APPROPRIATE. FORM 990, PART VIII, LINE 7(C)(I), NET GAIN (LOSS) ON SALE OF SECURITIES: THE $675 GAIN (LOSS) REPORTED REPRESENTS THE ORGANIZATION'S SHARE OF NET GAIN (LOSS) ON THE SALE OF POOLED INVESTMENTS HELD AT A COMMUNITY FOUNDATION. SINCE THE ORGANIZATION IS ALLOCATED A PERCENTAGE OF THE POOLED INVESTMENTS GAIN OR LOSS, GROSS PROCEEDS AND COST BASIS AMOUNTS ARE NOT AVAILABLE FOR REPORTING. FORM 990, PART XI, LINE 9: CURRENT YEAR NET INCOME OF SUBSIDIARIES -4,052,123. REALLOCATION OF NONCONTROLLING INTEREST 394,410. CONTRIBUTION DUE TO MERGER WITH JANE BOYD 2,711,112. FORM 990, PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR TAX YEARS. AFFORDABLE HOUSING NETWORK INC 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 208640691 LOW INCOME HOUSING IA 501(C)(3) LINE 10 N/A 1 JANE BOYD COMMUNITY HOUSE 943 14TH AVE SE CEDAR RAPIDS IA 52401 420680359 INDIVIDUAL AND FAMILY SERVICES IA 501(C)(3) LINE 7 N/A 1 AHNI HOLDINGS 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 271786138 LOW INCOME HOUSING IA 501(C)(3) LINE 12A, I AFFORDABLE HOUSING NETWORK INC 1 3200 PIONEER LLLP (GENERAL INTEREST) 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 463879173 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA 3200 PIONEER AVE SE LLC RELATED -1402 2370715 0 1 0.01000 BROWN APARTMENTS LP 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 261195327 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AFFORDABLE HOUSING NETWORK INC RELATED -14 487852 0 1 0.00010 HARBET AVENUE LIMITED PARTNERSHIP 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 392044685 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AHNI HOLDINGS RELATED -59794 184032 0 1 0.00010 SUGAR CREEK BEND LLLP PO BOX 473 SPENCER IA 51301 270529358 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AHNI PROPERTIES INC RELATED -6 32 0 1 0.00010 AHNI PROPERTIES INC 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 263756672 LOW INCOME RESIDENTIAL REAL ESTATE MANAGEMENT IA AFFORDABLE HOUSING NETWORK INC C 1.00000 1 HARBET AVENUE PROPERTIES INC 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 264520424 INACTIVE - LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AFFORDABLE HOUSING NETWORK INC C 1.00000 1 3200 PIONEER AVENUE SE LLC 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 371783665 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AFFORDABLE HOUSING NETWORK INC C 1.00000 1 HARBET AVENUE CORP 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 392044685 LOW INCOME RESIDENTIAL REAL ESTATE - NO ACTIVITY IA AFFORDABLE HOUSING NETWORK INC C 0.79000 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 AFFORDABLE HOUSING NETWORK INC Q 80451 COST AFFORDABLE HOUSING NETWORK INC L 459073 COST AFFORDABLE HOUSING NETWORK INC D 1000000 WRITTEN AGREEMENT (GUARANTEE) AFFORDABLE HOUSING NETWORK INC D 2393823 WRITTEN AGREEMENT (GUARANTEE) AFFORDABLE HOUSING NETWORK INC D 4628218 WRITTEN AGREEMENT (GUARANTEE) JANE BOYD COMMUNITY HOUSE S 2711112 FMV SCHEDULE R, PART V, LINE 1S OTHER TRANSFER OF CASH OR PROPERTY FROM RELATED ORGANIZATION(S): THE ACTIVITIES OF JANE BOYD COMMUNITY HOUSE (JANE BOYD) WERE MERGED INTO FOUR OAKS FAMILY AND CHILDREN'S SERVICES (FOUR OAKS) AND THE NET ASSETS OF JANE BOYD WERE TRANSFERRED TO FOUR OAKS. PRIOR TO THE MERGER, JANE BOYD WAS A SECTION 512(B)(13) CONTROLLED ENTITY OF FOUR OAKS LISTED ON SCHEDULE R PART II.