2020-06-25T14:26:53-05:00 2019-06-30 420714325 RSM US LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011512 990 2018-07-01 420998726 FOUR OAKS FAMILY AND CHILDREN'S SERVICES FOUR 3193640259 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 DEVIN CAVANAUGH CFO 3193640259 2020-06-12 1 SHAWNA HULS P01315330 3192985333 66.98.98.134 2020-06-12 12:09:02 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A57D8E88FA5E22D61C76A627600F0C8E385C8FF1 2018 2021-01-29 14:40:06Z FOUR OAKS ANNE GRUENEWALD 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 39313041 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 HURDLE ALL OBSTACLES TO SUCCESS, 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. 25 25 1050 209 0 0 1571963 726341 38725558 37443267 278898 969187 98291 95718 40674710 39234513 0 0 0 0 30934245 28907310 9578 0 392621 11581314 10511788 42525137 39419098 -1850427 -184585 47786081 45887993 13194735 11252811 34591346 34635182 X FOUR OAKS ASSURES CHILDREN BECOME SUCCESSFUL ADULTS. 0 0 14559105 13752026 PMIC/RT: FOUR OAKS' PSYCHIATRIC MEDICAL INSTITUTION FOR CHILDREN (PMIC) BEDS, AND OUR COMPREHENSIVE AND COMMUNITY RESIDENTIAL TREATMENT BEDS (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 IN AGE FROM 5-17. WE SERVED OVER 500 KIDS AND THEIR FAMILIES DURING THE YEAR. 8528373 8183291 COMMUNITY BASED PROGRAMS: FOUR OAKS OFFERS AN ARRAY OF COMMUNITY BASED PROGRAMS INCLUDING BEHAVIORAL HEALTH INTERVENTION SERVICES, SAFETY & PERMANENCY, PARENTS AS TEACHERS, 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, REDUCES 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 3,500 KIDS AND THEIR FAMILIES DURING THE YEAR. 7051078 7181037 R&R: FOUR OAKS HOLDS THE DHS STATE CONTRACT FOR THE RECRUITMENT AND RETENTION (R&R) OF RESOURCE FAMILIES. REQUIREMENTS OF THIS CONTRACT ARE TO RECRUIT AND RETAIN FOSTER AND ADOPTIVE PARENTS; PROVIDE SUPPORT TO FOSTER PARENTS; COMPLETE HOME STUDIES AND MAKE RECOMMENDATIONS TO DHS 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 DHS 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. 4680064 8259413 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. 4680064 8259413 34818620 1 1 0 1 0 0 0 0 0 1 1 0 1 0 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 1 100 0 1 1050 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X DEVIN CAVANAUGH 3193640259 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 X STEVE ALLSOP PAST CHAIR 5.00 X X 0 0 0 MARK DANIELSON CHAIR 5.00 X X 0 0 0 ALICIA MURPHY VICE CHAIR 5.00 X X 0 0 0 MIKE WILKINS DIRECTOR 1.00 X 0 0 0 BRUCE ANDERSON DIRECTOR 1.00 X 0 0 0 DR KIM BECICKA DIRECTOR 1.00 X 0 0 0 LYDIA BROWN DIRECTOR 1.00 X 0 0 0 JIM CHOATE TREASURER 5.00 X X 0 0 0 DR DON DOUCETTE DIRECTOR 1.00 X 0 0 0 DINA DUSEK SECRETARY 5.00 X X 0 0 0 CHUCK KENT DIRECTOR 1.00 X 0 0 0 MIKE MCDERMOTT DIRECTOR 1.00 X 0 0 0 SCOTT OLSON DIRECTOR 1.00 X 0 0 0 ANNE PARMLEY DIRECTOR 1.00 X 0 0 0 DR KRISTEN RICKEY DIRECTOR 1.00 X 0 0 0 BRIAN SCOTT DIRECTOR 1.00 X 0 0 0 JIM SHIPMAN DIRECTOR 1.00 X 0 0 0 VICKIE SNYDER DIRECTOR 1.00 X 0 0 0 SUSAN SPIVEY DIRECTOR 1.00 X 0 0 0 GIACOMO TORMENE DIRECTOR 1.00 X 0 0 0 BETH TOWNSEND DIRECTOR UNTIL 3/25/19 1.00 X 0 0 0 NANCY HILL-DAVIS DIRECTOR 1.00 X 0 0 0 CORTNEY HOWGATE DIRECTOR UNTIL 11/26/18 1.00 X 0 0 0 KEVIN TORNER DIRECTOR 1.00 X 0 0 0 RYAN WEST DIRECTOR 1.00 X 0 0 0 JASMINE ALMOAYED DIRECTOR 1.00 X 0 0 0 MARTY STOLL DIRECTOR 1.00 X 0 0 0 TAMI GILLMORE CHIEF FINANCIAL OFFICER 50.00 X 154487 0 22891 ANNE GRUENEWALD PRESIDENT/CEO 50.00 X 179699 0 61899 KELLI MALONE CHIEF PROGRAM OFFICER 50.00 X 122500 0 23315 JAMES A ERNST PROJECT MANAGER (SEE SCH. 30.00 X 132155 0 3495 MIKE MITCHELL PROGRAM OFFICER 50.00 X 100201 0 8263 689042 0 119863 5 0 1 0 LUTHERAN SERVICES IN IOWA 3125 COTTAGE GROVE AVE DES MOINES IA 50311 FAMILY SERVICES 596770 MARTIN BROS DISTRIBUTING CO INC 406 VIKING RD CEDAR FALLS IA 50613 FOOD SERVICE 574366 YOUTH AND SHELTER SERVICES PO BOX 1628 AMES IA 50010 FAMILY SERVICES 423608 ENTERPRISE FLEET MANAGEMENT PO BOX 800089 KANSAS CITY MO 64180 VEHICLE LEASING 338745 WOODRUFF CONSTRUCTION 1920 PHILADELPHIA ST STE 102 AMES IA 50010 CONSTRUCTION 254590 21 X 113139 34199 579003 59502 726341 FAMILY AND CHILDREN'S 624100 37239327 37239327 AFFILIATE SERVICES 561000 203940 203940 37443267 284894 284894 108836 0 108836 108836 108836 21771 698438 0 35916 21771 662522 684293 684293 27460 113139 42612 -15152 -15152 INSURANCE PROCEEDS 900099 2034 2034 2034 39234513 37443267 0 1064905 562713 562713 21452548 19803953 1464983 183612 431003 389990 38806 2207 4139402 3793621 333784 11997 2321644 2113419 188992 19233 195862 195862 86312 86312 36000 36000 3014063 2582543 388639 42881 266498 236089 20710 9699 1121538 981684 135769 4085 24148 24000 148 1066663 914329 124425 27909 1156260 1122403 33282 575 147758 147758 1301360 1053779 240057 7524 283269 262468 19596 1205 PROGRAM SUPPLIES 764357 763921 436 0 BAD DEBT 424429 424429 0 TRAINING & EDUCATION 336541 241497 95192 -148 REPAIRS & MAINTENANCE 171829 73336 95761 2732 114901 37159 34632 43110 39419098 34818620 4207857 392621 710159 227332 2556001 3091135 4803824 3924445 136679 0 520010 444013 26895697 14690959 13133608 12204738 8139383 8136401 16504720 16655398 1281697 1204531 47786081 45887993 3518349 2958234 177928 195828 5156495 5024153 3535071 2250225 806892 824371 13194735 11252811 X 30841280 31093923 2362423 2153616 1387643 1387643 34591346 34635182 47786081 45887993 X -184585 77740 150681 X X 0 1 X 1 1 1 X 3606236 2326650 1569048 1571963 726341 9800238 3606236 2326650 1569048 1571963 726341 9800238 737993 9062245 318673 391337 337791 309110 393730 1750641 208430 1000 1165 2034 212629 11763508 193074114 0.77040 0.85800 3606236 2326650 1569048 1571963 726341 9800238 39054815 38421202 39193341 38725558 37443267 192838183 49465 94941 49460 14605 27460 235931 42710516 40842793 40811849 40312126 38197068 202874352 0 0 0 202874352 318673 391337 337791 309110 393730 1750641 318673 391337 337791 309110 393730 1750641 208430 1000 1165 2034 212629 43237619 41235130 41149640 40622401 38592832 204837622 0.99040 0.85800 0.00850 0.00880 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 36000 0 0 36000 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. 8139383 14420 331919 0 349321 0 8136401 8892599 0 631843 1385059 8139383 8054677 22875 815047 8892599 9226562 84588 -175425 1081048 8054677 9451173 75006 -226303 73314 9226562 0.76450 0.00000 0.23550 1 0 1252808 1252808 21695603 11538226 10157377 3942071 3152733 789338 5215 5215 12204738 INTEREST IN NET ASSETS OF PROGRAM-RELATED ENTITIES 16655398 C 16655398 DEPOSITS 40000 DEFERRED COMPENSATION PAYABLE 784371 824371 X PART V, LINE 4: THE ORGANIZATION HAS ESTABLISHED ENDOWED AND QUASI-ENDOWED FUNDS AT THE GREATER CEDAR RAPIDS COMMUNITY FOUNDATION. A 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, JANE BOYD AND FAMILY RESOURCES 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, 2019 AND 2018, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. FORMS 990 AND 990-T FILED BY THE ORGANIZATION ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE FISCAL YEARS ENDED JUNE 30, 2015 AND PRIOR. X X X X X X X 1 IA GOLF CLASSIC 140599 113139 27460 3410 38077 1125 140599 113139 27460 3410 38077 1125 42612 -15152 X X X X 0 1 0 0 0 0 0 0 0 TAMI GILLMORE CHIEF FINANCIAL OFFICER 154487 0 0 0 0 0 3951 0 18940 0 177378 0 0 0 ANNE GRUENEWALD PRESIDENT/CEO 177853 0 0 0 1846 0 53600 0 8299 0 241598 0 0 0 PART I, LINE 4B ONE INDIVIDUAL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING CALENDAR YEAR 2018 WITH CONTRIBUTIONS AS FOLLOWS: ANNE GRUENEWALD - $48,800 THIS INFORMATION IS INCLUDED IN DEFERRED COMPENSATION ON SCHEDULE J, PART II, COL (C). ONE INDIVIDUAL RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING CALENDAR YEAR 2018 WITH PAYMENTS AS FOLLOWS: JAMES A. ERNST - $66,636 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 0 0 B 0 0 0 0 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 55918 THRIFT STORE VALUE X SUPPLIES 21 2615 COST X PRIZES 15 969 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") AND FAMILY RESOURCES HAVE SEPARATE AFFILIATE AGREEMENTS WITH FOUR OAKS ENTITLING EACH ORGANIZATION TO NOMINATE ONE VOTING MEMBER OF THE FOUR OAKS BOARD OF DIRECTORS. JBCH AND FAMILY RESOURCES EACH SELECT 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. 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 VII, SECTION A, LINE 1A (32), COMPENSATION OF JAMES A. ERNST COMPENSATION REPORTED FOR JAMES A. ERNST INCLUDES $65,519 BASE SALARY AND $3,495 IN BENEFITS RELATED TO THE SERVICES HE PROVIDED DURING THE CURRENT YEAR AS PROJECT MANAGER. THE REMAINING $66,636 REPRESENTS A PAYOUT OF DEFERRED COMPENSATION HE EARNED IN PRIOR YEARS WHILE SERVING AS THE ORGANIZATION'S PRESIDENT/CEO. FORM 990, PART VIII, LINE 7(C)(I), NET GAIN (LOSS) ON SALE OF SECURITIES: THE $21,771 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 -248,343. REALLOCATION OF NONCONTROLLING INTEREST 399,024. 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 FAMILY RESOURCES INC 2800 EASTERN AVE DAVENPORT IA 52803 420698225 COUNSELING, FAMILY SERVICES IA 501(C)(3) LINE 7 N/A 1 BROWN APARTMENTS LP 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 261195327 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AFFORDABLE HOUSING NETWORK INC RELATED -8 396925 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 -9 2930 0 1 0.00010 BLAIRS FERRY LIMITED PARTNERSHIP (LIMITED INTEREST) 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 421421298 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AHNI HOLDINGS RELATED 122915 0 0 0.00010 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 -3081 3299226 0 1 0.01000 BLAIRS FERRY LIMITED PARTNERSHIP (GENERAL INTEREST) 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 421421298 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AFFORDABLE HOUSING NETWORK INC RELATED -1758 222976 0 1 0.99000 HARBET AVENUE LIMITED PARTNERSHIP 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 392044685 LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AHNI HOLDINGS RELATED -11531 264831 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 -9 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 AVE SE LLC 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 371783665 INACTIVE - LOW INCOME RESIDENTIAL REAL ESTATE RENTAL IA AFFORDABLE HOUSING NETWORK INC C 120009 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 0 1 1 0 1 1 0 0 0 0 0 0 1 1 1 1 0 1 0 0 AFFORDABLE HOUSING NETWORK INC Q 97709 COST AFFORDABLE HOUSING NETWORK INC L 401778 COST FAMILY RESOURCE INC L 403851 COST FAMILY RESOURCE INC M 543813 COST AFFORDABLE HOUSING NETWORK INC D 1000000 WRITTEN AGREEMENT (GUARANTEE) FAMILY RESOURCE INC Q 1158378 COST AFFORDABLE HOUSING NETWORK INC D 3502949 WRITTEN AGREEMENT (GUARANTEE) AFFORDABLE HOUSING NETWORK INC D 5083577 WRITTEN AGREEMENT (GUARANTEE)