THE MOSAIC FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MOSAIC FOUNDATION (EIN 36-3837360)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201443189349303179
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:29:48-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 680224722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363837360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOSAIC FOUNDATION INC | BusinessNameLine1 |
| 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 SOUTH 118TH ST LIND CENTER NO | AddressLine1 |
| Address Line2 | A | AddressLine2 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68137 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA L SCHROEDER | PersonNm |
| Person Title | MOSAIC CFO & SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 4028963884 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA J FAJEN | PreparerPersonNm |
| PTIN | P00400874 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CYNTHIA L SCHROEDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 SOUTH 118TH ST LIND CENTER NO | AddressLine1 |
| Address Line2 | A | AddressLine2 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,329,275 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOSAICINFO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION SOLICITS, RECEIVES, DISTRIBUTES, AND MAINTAINS FUNDS TO FURTHER THE OBJECTIVE AND PURPOSE OF MOSAIC, A NON-PROFIT ORGANIZATION THAT EMBRACES GOD'S CALL TO SERVE IN THE WORLD. MOSAIC ADVOCATES FOR PEOPLE WITH INTELLECTUAL DISABILITIES AND PROVIDES OPPORTUNITIES FOR THEM TO ENJOY A FULL LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 157 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,650,375 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,902,069 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,171,396 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,320,850 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$102,711 | PYOtherRevenueAmt |
| CY Other Revenue | -$68,636 | CYOtherRevenueAmt |
| PY Total Revenue | $10,719,060 | PYTotalRevenueAmt |
| CY Total Revenue | $8,154,283 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,362,239 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,467,552 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,905,700 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,198,168 | PYOtherExpensesAmt |
| CY Other Expenses | $2,417,371 | CYOtherExpensesAmt |
| PY Total Expenses | $9,560,407 | PYTotalExpensesAmt |
| CY Total Expenses | $8,884,923 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,158,653 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$730,640 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,118,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,281,076 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,716,129 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,827,529 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,402,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,453,547 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MOSAIC FOUNDATION, A SUPPORTING FOUNDATION FOR MOSAIC, PROVIDES OPPORTUNITIES FOR DONORS TO MAKE CHARITABLE CONTRIBUTIONS TO SUPPORT THE MISSION OF MOSAIC AND ITS AFFILIATES, AND OVERSEES THE INVESTMENT OF ASSETS ACCUMULATED THROUGH CHARITABLE GIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,467,552 | ExpenseAmt |
| Grant | $6,467,552 | GrantAmt |
| Desc | GRANTS TO MOSAIC TO FURTHER THE SUPPORT OF ITS PURPOSE OF OPERATING LIVING AND CARE FACILITIES, RESIDENTIAL PROGRAMS AND VOCATIONAL SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES. MOSAIC'S STAFF MEMBERS AND VOLUNTEERS PROVIDE INDIVIDUALIZED SERVICES, LIVING OPTIONS, WORK CHOICES, SPIRITUAL NURTURING, AND ADVOCACY TO APPROXIMATELY 3,500 INDIVIDUALS IN MORE THAN 50 COMMUNITIES ACROSS 10 STATES. MOSAIC IS THE RECOGNIZED LEADER IN MAKING A POSITIVE DIFFERENCE IN PEOPLE'S LIVES. WE ARE PASSIONATE ABOUT SERVICES AND PARTNERSHIPS THAT CREATE MEANINGFUL LIVES IN CARING COMMUNITIES. INSPIRED BY FAITH, WE GIVE VOICE TO ISSUES THAT AFFECT PEOPLE'S LIVES. MOSAIC IS COMMITTED TO THE FOLLOWING VALUES:SAFETY - WE ARE COMMITTED TO POLICIES AND PRACTICES THAT ENSURE AND ENHANCE THE SAFETY, HEALTH, AND WELL-BEING OF PEOPLE.RESPECT - WE LISTEN TO EACH PERSON AND HONOR THEIR CHOICES, AFFIRMING THEIR DIGNITY AND UPHOLDING MOSAIC'S MISSION AND VISION.CONNECTION - WE PARTNER WITH FAMILIES AND COMMUNITIES, SUPPORTING PEOPLE TO BUILD MUTUAL RELATIONSHIPS AND BE VALUED, PARTICIPATING MEMBERS OF THEIR COMMUNITY.INTEGRITY - WE ARE TRUE TO OUR FAITH HERITAGE, ACTING WITH OPENNESS AND TRUTH IN ALL SITUATIONS, MAKING ETHICAL CHOICES AND FOLLOWING INTENTLY ALL LAWS AND REGULATIONS.THE SERVICES MOSAIC PROVIDES INCLUDE CASE MANAGEMENT, CHILDREN'S SERVICES, DAY SERVICES, 24/7 RESIDENTIAL SUPPORTED LIVING, SUPPORTED SENIOR LIVING, AND HOST HOME/FOSTER CARE. SUPPORTS ARE TAILORED TO THE INDIVIDUAL'S NEEDS AND DESIRES. INTERESTED PEOPLE CAN FIND MORE INFORMATION REGARDING MOSAIC OR THE MOSAIC FOUNDATION AT WWW.MOSAICINFO.ORG OR BY CALLING 877-366-7242. | Desc |
| Total Program Service Expenses | $6,467,552 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| 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 | CYNTHIA L SCHROEDER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4028963884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 SOUTH 118TH STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68137 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JONNA HOLLAND | |||||||
| CHAIRPERSON | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS EARNSHAW | |||||||
| VICE CHAIRPERSON | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAX MILLER | |||||||
| MOSAIC CHAIRPERSON | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV KATHRYN GERKING | |||||||
| SECRETARY | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHESTER BRODNICKI | |||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| KENT CATTARELLO | |||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| RAMONA EDWARDS | |||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| DEVIN GORMAN | |||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| LINDA TIMMONS | |||||||
| CEO | 0.10 | Yes (X) | $0 | $451,757 | $37,176 | 39.90 | |
| KEITH SCHMODE | |||||||
| PRESIDENT | 0.10 | Yes (X) | $0 | $299,956 | $34,396 | 39.90 | |
| CINDY SCHROEDER | |||||||
| TREASURER | 0.10 | Yes (X) | $0 | $307,472 | $29,796 | 39.90 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,059,185 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $101,368 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY SMITH BARNEY | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13625 CALIFORNIA ST | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $167,862 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,582,991 | FundraisingAmt |
| All Other Contributions | $5,319,078 | AllOtherContributionsAmt |
| Noncash Contributions | $214,940 | NoncashContributionsAmt |
| Total Contributions | $6,902,069 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $980,300 | TotalRevenueColumnAmt |
| Exclusion | $980,300 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,375,479 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,034,929 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $340,550 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,550 | TotalRevenueColumnAmt |
| Exclusion | $340,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,427 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,582,991 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $140,063 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$68,636 | TotalRevenueColumnAmt |
| Exclusion | -$68,636 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,154,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,252,214 | 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 | $6,467,552 | TotalAmt |
| Program Services | $6,467,552 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921 | TotalAmt |
| Management And General | $921 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,360 | TotalAmt |
| Management And General | $147,360 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,700 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
| Fundraising | $1,905,700 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,787 | TotalAmt |
| Management And General | $59,787 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889 | TotalAmt |
| Management And General | $889 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,008 | TotalAmt |
| Management And General | $35,008 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,992 | TotalAmt |
| Management And General | $173,992 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,254 | TotalAmt |
| Management And General | $22,254 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BAD DEBT EXPENSE | $59,793 | $59,793 |
| DUES & MEMBERSHIPS | $2,559 | $2,559 |
| LICENSES AND FEES | $1,108 | $1,108 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,884,923 | TotalAmt |
| Program Services | $6,467,552 | ProgramServicesAmt |
| Management And General | $511,671 | ManagementAndGeneralAmt |
| Fundraising | $1,905,700 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,979,264 | BOYAmt |
| EOY | $2,786,008 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,792,056 | BOYAmt |
| EOY | $2,767,053 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,311 | BOYAmt |
| EOY | $53,318 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,716 | BOYAmt |
| EOY | $6,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,304 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,891,649 | BOYAmt |
| EOY | $50,656,364 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,296 | BOYAmt |
| EOY | $595,523 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,879 | BOYAmt |
| EOY | $2,415,978 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,118,475 | BOYAmt |
| EOY | $59,281,076 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,886 | BOYAmt |
| EOY | $33,324 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,640,188 | BOYAmt |
| EOY | $12,968,318 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,055,055 | BOYAmt |
| EOY | $1,825,887 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,716,129 | BOYAmt |
| EOY | $14,827,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,842,157 | BOYAmt |
| EOY | $33,899,725 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,806,886 | BOYAmt |
| EOY | $6,152,962 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,753,303 | BOYAmt |
| EOY | $4,400,860 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,402,346 | BOYAmt |
| EOY | $44,453,547 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,118,475 | BOYAmt |
| EOY | $59,281,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$730,640 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,781,841 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113669999 | EIN |
| Organization Type | 9 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (1) | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $6,467,552 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $6,467,552 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,313,920 | BeginningYearBalanceAmt |
| Contributions | $2,487,287 | ContributionsAmt |
| Investment Earnings Or Losses | $4,868,779 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,138,430 | OtherExpendituresAmt |
| End Year Balance | $36,531,556 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,764,985 | BeginningYearBalanceAmt |
| Contributions | $2,848,409 | ContributionsAmt |
| Investment Earnings Or Losses | $3,247,117 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,546,591 | OtherExpendituresAmt |
| End Year Balance | $34,313,920 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,485,223 | BeginningYearBalanceAmt |
| Contributions | $2,919,416 | ContributionsAmt |
| Investment Earnings Or Losses | $1,425,808 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,065,462 | OtherExpendituresAmt |
| End Year Balance | $34,764,985 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,346,898 | BeginningYearBalanceAmt |
| Contributions | $1,919,339 | ContributionsAmt |
| Investment Earnings Or Losses | $5,843,950 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,624,964 | OtherExpendituresAmt |
| End Year Balance | $37,485,223 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,463,411 | BeginningYearBalanceAmt |
| Contributions | $3,159,195 | ContributionsAmt |
| Investment Earnings Or Losses | $3,043,881 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,319,589 | OtherExpendituresAmt |
| End Year Balance | $31,346,898 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02050 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYMENT LIABILITY | Desc |
| Amt | $1,825,887 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,825,887 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,936,124 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,781,841 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,781,841 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,154,283 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,154,283 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,884,923 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,884,923 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,884,923 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED FOR SUPPORT OF MOSAIC'S LONG TERM COMMITMENT TO ITS MISSION AND FOR CAPITAL IMPROVEMENTS AND GENERAL OPERATIONS. |
| PART X, LINE 2: | ALL CONSOLIDATED AFFILIATED ENTITIES, EXCEPT FOR MOSAIC HOUSING CORP V, INC., BETHPHAGE RESIDENTIAL SERVICES, AND EASE-E MEDICAL, INC., ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OR 501(C)(2) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN MOSAIC'S TAX EXEMPT STATUS. IN GENERAL, SUCH STANDARDS REQUIRE MOSAIC TO MEET A COMMUNITY BENEFITS STANDARD AND COMPLY WITH VARIOUS LAWS AND REGULATIONS. MOSAIC IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS ENDED PRIOR TO JUNE 30, 2011. 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 2014 AND 2013, MANAGEMENT DETERMINED THAT THERE ARE NO INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OTHER THAN DESCRIBED PREVIOUSLY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $128,573 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $128,573 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $540 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,150 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $359 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | DINNER | NameOfEvent2Amt |
| Gross Receipts Event2 | $107,180 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $73,087 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $34,093 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $248 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,385 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $18,538 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $7,473 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 38 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,418,665 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,381,331 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $37,334 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $552 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $16,843 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $32,554 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $44,621 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,654,418 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,582,991 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,427 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $800 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,768 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $54,242 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,453 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $140,063 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$68,636 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 S 118 ST | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 113669999 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,467,552 | CashGrantAmt |
| Purpose Of Grant | THE GRANT PROVIDED IS TO A RELATED ORGANIZATION TO FURTHER ITS TAX EXEMPT FUNCTION. THE BOARDS OF EACH ORGANIZATION REVIEW AND APPROVE THE GRANTS MADE EACH YEAR. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 | ||||||||||||||
| CEO | $0 | $421,355 | $0 | $25,000 | $0 | $5,402 | $0 | $17,500 | $0 | $19,676 | $0 | $488,933 | $0 | $0 |
| KEITH SCHMODE | ||||||||||||||
| PRESIDENT | $0 | $220,646 | $0 | $75,415 | $0 | $3,895 | $0 | $17,500 | $0 | $16,896 | $0 | $334,352 | $0 | $0 |
| CINDY SCHROEDER | ||||||||||||||
| TREASURER | $0 | $290,361 | $0 | $15,000 | $0 | $2,111 | $0 | $17,500 | $0 | $12,296 | $0 | $337,268 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION OF LINDA TIMMONS, KEITH SCHMODE AND CINDY SCHROEDER ARE PAID FROM A RELATED ORGANIZATION, MOSAIC. MS. TIMMONS SERVES AS CEO OF MOSAIC, MR. SCHMODE SERVES AS SENIOR VICE PRESIDENT OF MISSION ADVANCEMENT FOR MOSAIC AND MS. SCHROEDER SERVES AS CFO OF MOSAIC. MS. TIMMONS SALARY IS SET BY THE MOSAIC COMPENSATION COMMITTEE AND MOSAIC BOARD OF DIRECTORS. MR. SCHMODE AND MS. SCHROEDERS' SALARIES ARE SET BY THE CEO OF MOSAIC WORKING WITHIN THE SALARY RANGES ESTABLISHED BY THE COMPENSATION COMMITTEE. MOSAIC UTILIZES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION SURVEY / STUDY AND APPROVAL BY THE BOARD / COMPENSATION COMMITTEE IN ESTABLISHING THE COMPENSATION OF THE PRESIDENT AND CEO OF MOSAIC AND GUIDELINES FOR OTHER KEY STAFF. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,940 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $163,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE MOSAIC BOARD OF DIRECTORS APPOINTS OR ELECTS THE MOSAIC FOUNDATION BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION REQUIRE APPROVAL BY A MAJORITY OF THE MOSAIC BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY MOSAIC'S OUTSIDE INDEPENDENT AUDIT FIRM. THE RETURN IS REVIEWED THE FOUNDATION'S TREASURER AND THE OUTSIDE INDEPENDENT AUDIT FIRM, AND THEN REVIEWED BY THE FOUNDATION'S PRESIDENT AND MOSAIC'S AUDIT/FINANCE COMMITTEE. A COPY IS SHARED WITH THE BOARD OF DIRECTORS PRIOR TO FILING FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH BOARD DIRECTOR COMPLETES A CONFLICT OF INTEREST FORM AND SUBMITS IT TO THE CHAIRPERSON OF THE MOSAIC BOARD GOVERNANCE, RISK AND INTEGRITY COMMITTEE. ANY FINANCIAL CONFLICTS OF INTEREST ARE REPORTED TO THE CHIEF FINANCIAL OFFICER / TREASURER FOR REPORTING ON THE FORM 990, IF APPROPRIATE. ANY NEW CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR ARE REQUIRED TO BE REPORTED AT THAT TIME. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE MOSAIC FOUNDATION DOES NOT HAVE ANY EMPLOYEES, AND THEREFORE, THERE IS NOT AN ESTABLISHED PROCESS FOR DETERMINING COMPENSATON OF OFFICERS OR OTHER EMPLOYEES. THE FOLLOWING IS THE PROCEDURE USED BY MOSAIC, THE MOSAIC FOUNDATION INC'S PARENT ENTITY: THE BOARD OF DIRECTORS ESTABLISHED A COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR: CONTRACTING WITH AN INDEPENDENT CONSULTANT TO DOCUMENT COMPARABLE COMPENSATION LEVELS PAID TO EXECUTIVES WITH SIMILAR POSITIONS AND RESPONSIBILITIES IN SIMILAR ORGANIZATIONS, HELPING THE COMMITTEE APPLY MOSAIC'S COMPENSATION PHILOSOPHY TO THE MARKET SURVEY DATA TO IDENTIFY SUPPORTABLE COMPENSATION LEVELS AND COMPENSATION RANGES, AND OPINING IN ADVANCE THAT RESULTING COMPENSATION RANGES ARE REASONABLE COMPENSATION. THE COMPENSATION CONSULTANT WILL ALSO ADVISE AND OPINE ON BENEFIT DESIGN, BENEFIT OPTIONS, AND REASONABLENESS OF BENEFIT AMOUNTS AS ELEMENTS OF COMPENSATION. THE COMPENSATION COMMITTEE WILL ADOPT A COMPENSATION PHILOSOPHY FOR OFFICERS AND KEY EMPLOYEES GUIDED BY THE CONSULTANT'S INFORMATION AND USE THE COMPENSATION PHILOSOPHY TO APPROVE THE COMPENSATION OF THE CEO, APPROVE THE COMPENSATION RANGES FOR OTHER OFFICERS AND KEY EMPLOYEES, AND REPORT ITS ACTIONS TO THE FULL BOARD. THE CEO, WORKING WITHIN SALARY RANGES APPROVED BY THE COMPENSATION 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 COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | MOSAIC HAS AVAILABLE ON ITS PUBLIC WEBSITE (WWW.MOSAICINFO.ORG) THE ABILITY FOR INDIVIDUALS TO REQUEST THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS THROUGH AN EMAIL REQUEST FORM. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 1,905,700. TOTAL EXPENSES 1,910,700. |
| FORM 990, PART XII, LINE 2C: | THE MOSAIC FINANCE AND AUDIT COMMITEE OVERSEES THE AUDIT & SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOSAIC | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 113669999 | LIVING FACILITIES AND CARE SERVICES | NE | 501(C)(3) | 9 | N/A | 0 | |
| THE OAKS OF DUNN COUNTY | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 391913323 | SENIOR LIVING SERVICES | WI | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION I | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363756911 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION II | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470773689 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION III | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470788396 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION IV | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 911823422 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION VII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470828015 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION VIII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470828012 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION IX | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 742838413 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION X | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 742908789 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XI | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 311706640 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 481297244 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XIII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 421626679 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XIV | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204417891 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XV | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 205765691 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XVI | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 205765731 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XVII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710013 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XVIII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710184 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XIX | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710259 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XX | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 264555206 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XXII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 273483415 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC HOUSING CORPORATION XXIII | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 710875364 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC ILLINOIS HOUSING 1 | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 202997161 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC ILLINOIS HOUSING 2 | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204417645 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC ILLINOIS HOUSING OF MACOMB 1 | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204841909 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC ILLINOIS HOUSING OF ROCKFORD 1 | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204841856 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | 0 | MOSAIC | |
| MOSAIC VEBA | |||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363831874 | EMPLOYEE WELFARE BENEFIT PLAN | NE | 501(C)(9) | N/A | 0 | MOSAIC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| BETHPHAGE RESIDENTIAL PARTNERSHIP | |||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470805544 | LOW INCOME HOUSING | NE | N/A |
| MOSAIC RESIDENTIAL SERVICES OF NEBRASKA LLC | |||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 271695051 | LOW INCOME HOUSING | NE | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| EASE-E MEDICAL INC | ||||||||||
| 380 SKYLAND DR SUITE A | PENROSE | CO | 81240 | 470842353 | SALE OF MEDICAL EQUIPMENT AND SUPPLIES | NE | N/A | C | 0 | |
| MOSAIC HOUSING CORPORATION V | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470805545 | LOW INCOME HOUSING | NE | N/A | C | 0 | |
| BICO | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | CAPTIVE INSURANCE | N/A | C | 0 | BD | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |