THE MOSAIC FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE MOSAIC FOUNDATION (EIN 36-3837360)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-13
- IRS object ID
- 201213189349302126
- Schema version
- 2011v1.2
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T14:30:38-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476097913 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363837360 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOSAIC FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MOSA | NameControl |
| Phone | 4028963884 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA L SCHROEDER | Name |
| Title | MOSAIC CFO & SVP | Title |
| Phone | 4028963884 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE M GERKEN | Name |
| PTIN | P00400882 | PTIN |
| Phone | 4023302660 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA L SCHROEDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 20179088 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MOSAICINFO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | NE | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5735568 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6073608 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6006787 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2467731 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -215627 | OtherRevenuePriorYear |
| Other Revenue Current Year | -92326 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11526728 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8449013 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2706277 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7499634 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1509050 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1801964 | OtherExpensePriorYear |
| Other Expenses Current Year | 2207422 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4508241 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9707056 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7018487 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1258043 | RevenuesLessExpensesCY |
| Total Assets BOY | 45664064 | TotalAssetsBOY |
| Total Assets EOY | 48847677 | TotalAssetsEOY |
| Total Liabilities BOY | 2587872 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8107210 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43076192 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40740467 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7499634 | Expense |
| Grants | 7499634 | Grants |
| Description | GRANTS TO MOSAIC TO FURTHER THE SUPPORT OF ITS PURPOSE OF OPERATING LIVING AND CARE FACILITIES, RESIDENTIAL PROGRAMS AND VOCATIONAL SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL 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 12 STATES. MOSAIC'S VISION IS TO BE THE LEADER IN QUALITY SERVICES, ADVOCACY, AND WORLDWIDE PARTNERSHIPS WITH OTHERS COMMITTED TO THE SAME MISSION AND VALUES. OUR VALUES OF SAFETY, RESPECT, PERSONAL GROWTH, AND COMMUNITY INVOLVEMENT ARE INTEGRATED WITH OUR CORE VALUE, INTEGRITY, SO THAT WE ASSURE THE HIGHEST QUALITY AND PRACTICE RESPONSIBLE STEWARDSHIP OF OUR RESOURCES. 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. | Description |
| Total Program Service Expense | 7499634 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 139 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA L SCHROEDER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4028963884 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4980 SOUTH 118TH STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ELDON BOHROFEN | ||||||
| CHAIRPERSON | 0.10 | X | X | 0 | 0 | 0 |
| DR ERNIE GOSS | ||||||
| VICE CHAIRPERSON | 0.10 | X | X | 0 | 0 | 0 |
| CONRAD SWANSON | ||||||
| SECRETARY | 0.10 | X | X | 0 | 0 | 0 |
| CHESTER BRADNICKI | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| REV KATHRYN GERKING | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| DR JONNI HOLLAND | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| THOMAS EARNSHAW | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| SUSAN FLACK | ||||||
| EX-OFFICIO | 0.10 | X | 0 | 0 | 0 | |
| LINDA TIMMONS | ||||||
| CEO | 0.10 | X | 0 | 362049 | 22746 | |
| KEITH SCHMODE | ||||||
| PRESIDENT | 0.10 | X | 0 | 209293 | 21289 | |
| CINDY SCHROEDER | ||||||
| TREASURER | 0.10 | X | 0 | 283398 | 22746 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 854740 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 66781 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY SMITH BARNEY | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| 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) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT | DescriptionOfServices |
| Compensation | 142903 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 385825 | FundraisingEvents |
| All Other Contributions | 5687783 | AllOtherContributions |
| Noncash Contributions | 476195 | NoncashContributions |
| Total Contributions | 6073608 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 684770 | TotalRevenueColumn |
| Exclusion | $684,770 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13349445 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11566484 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1782961 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1782961 | TotalRevenueColumn |
| Exclusion | $1,782,961 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 71265 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 385825 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 163591 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -92326 | TotalRevenueColumn |
| Exclusion | -$92,326 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8449013 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,375,405 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7499634 | Total |
| Program Services | 7499634 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Management And General | 3000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3264 | Total |
| Management And General | 3264 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6960 | Total |
| Management And General | 6960 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141667 | Total |
| Management And General | 141667 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1925000 | Total |
| Management And General | 415950 | ManagementAndGeneral |
| Fundraising | 1509050 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15278 | Total |
| Management And General | 15278 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20238 | Total |
| Management And General | 20238 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52489 | Total |
| Management And General | 52489 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250 | Total |
| Management And General | 1250 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30932 | Total |
| Management And General | 30932 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| LICENSES AND FEES | 4416 | 4416 |
| DUES & MEMBERSHIPS | 2438 | 2438 |
| BAD DEBT EXPENSE | 490 | 490 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9707056 | Total |
| Program Services | 7499634 | ProgramServices |
| Management And General | 698372 | ManagementAndGeneral |
| Fundraising | 1509050 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4876312 | BOY |
| EOY | 6420433 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 298088 | BOY |
| EOY | 363535 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40580 | BOY |
| EOY | 99194 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8949 | BOY |
| EOY | 149995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 715054 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341304 | BOY |
| EOY | 715054 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37256258 | BOY |
| EOY | 37784923 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 674979 | BOY |
| EOY | 664956 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2167594 | BOY |
| EOY | 2649587 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45664064 | BOY |
| EOY | 48847677 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9612 | BOY |
| EOY | 34190 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5450441 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2578260 | BOY |
| EOY | 2622579 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2587872 | BOY |
| EOY | 8107210 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36589116 | BOY |
| EOY | 32692812 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3119096 | BOY |
| EOY | 4389722 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3367980 | BOY |
| EOY | 3657933 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43076192 | BOY |
| EOY | 40740467 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45664064 | BOY |
| EOY | 48847677 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1258043 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1077682 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113669999 | EIN |
| Type Of Organization | 12 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $7,499,634 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 7499634 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37485223 | BeginningOfYearBalance |
| Contributions | 2919416 | Contributions |
| Investment Earnings Or Losses | 1425808 | InvestmentEarningsOrLosses |
| Other Expenditures | 7065462 | OtherExpenditures |
| End Of Year Balance | 34764985 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31346898 | BeginningOfYearBalance |
| Contributions | 1919339 | Contributions |
| Investment Earnings Or Losses | 5843950 | InvestmentEarningsOrLosses |
| Other Expenditures | 1624964 | OtherExpenditures |
| End Of Year Balance | 37485223 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26463411 | BeginningOfYearBalance |
| Contributions | 3159195 | Contributions |
| Investment Earnings Or Losses | 3043881 | InvestmentEarningsOrLosses |
| Other Expenditures | 1319589 | OtherExpenditures |
| End Of Year Balance | 31346898 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30337771 | BeginningOfYearBalance |
| Contributions | 1724683 | Contributions |
| Investment Earnings Or Losses | -4010130 | InvestmentEarningsOrLosses |
| Other Expenditures | 1588913 | OtherExpenditures |
| End Of Year Balance | 26463411 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.87330 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.10520 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02150 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 328304 | InvestmentCostOrOtherBasis |
| Book Value | 328304 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 386750 | InvestmentCostOrOtherBasis |
| Book Value | 386750 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 715054 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ESTATE RECEIVABLE | 2480214 |
| GIFT ANNUITIES RECEIVABLE | 169373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2649587 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYMENT LIABILITY | $2,497,866 |
| RELATED PARTY PAYABLE | $124,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2622579 | TotalOfAmounts |
| Total Revenue | 8449013 | TotalRevenue |
| Total Expenses | 9707056 | TotalExpenses |
| Excess Or Deficit For Year | -1258043 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1077682 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1077682 | TotalAdjustments |
| Excess Or Deficit Per FS | -2335725 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7371331 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1077682 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1077682 | RevenueNotRptdF990 |
| Revenue Subtotal | 8449013 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8449013 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9707056 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9707056 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9707056 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ALL CONSOLIDATED AFFILIATED ENTITIES, EXCEPT FOR MOSAIC HOUSING CORP V, INC. 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, 2009. 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 2012 AND 2011, MANAGEMENT DETERMINED THAT THERE ARE NO INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OTHER THAN DESCRIBED PREVIOUSLY. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 79395 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 79395 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 300 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1523 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 524 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 79195 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 42734 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 36461 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 247 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 5000 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 23319 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 8100 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 13 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 298500 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 263696 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 34804 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 650 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 761 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 19213 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 13059 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 46210 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 44685 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 457090 | GrossReceiptsTotal |
| Charitable Contributions Total | 385825 | CharitableContributionsTotal |
| Gross Revenue Total Events | 71265 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 650 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1008 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 24513 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 37901 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 46210 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 53309 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 163591 | DirectExpenseSummaryEvents |
| Net Income Summary | -92326 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSAIC | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN Of Recipient | 113669999 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 7499634 | AmountOfCashGrant |
| 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. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA TIMMONS | |||||||||||||
| 0 | 362049 | 0 | 0 | 0 | 0 | 0 | 22746 | 0 | 0 | 0 | 384795 | 0 | 0 |
| KEITH SCHMODE | |||||||||||||
| 0 | 209293 | 0 | 0 | 0 | 0 | 0 | 6793 | 0 | 14496 | 0 | 230582 | 0 | 0 |
| CINDY SCHROEDER | |||||||||||||
| 0 | 283398 | 0 | 0 | 0 | 0 | 0 | 8250 | 0 | 14496 | 0 | 306144 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | SCHEDULE J, LINE 3: 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 101195 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 375000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 THEM 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. ANY NEW CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR ARE REQUIRED TO BE REPORTED AT THAT TIME. | |
| 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'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 VII, SECTION A, LINE 1A: | LINDA TIMMONS SERVES AS CEO FOR MOSAIC. SHE DEDICATES 40.2 HOURS PER WEEK TO HER POSITION AT MOSAIC AND SERVING ON THE BOARDS OF MILLTOWNE, INC., AND THE OAKS OF DUNN COUNTY. KEITH SCHMODE SERVES AS SENIOR VICE PRESIDENT OF MISSION ADVANCEMENT FOR MOSAIC. HE DEDICATES 40.1 HOURS PER WEEK TO HIS POSITION AT MOSAIC AND SERVING ON THE BOARD OF MILLTOWNE, INC. CINDY SCHROEDER SERVES AS CFO AND SENIOR VICE PRESIDENT FOR MOSAIC. SHE DEDICATES 40.2 HOURS PER WEEK TO HER POSITION AT MOSAIC AND SERVING ON THE BOARDS OF MILLTOWNE, INC., AND THE OAKS OF DUNN COUNTY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,077,682. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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
Form990 Schedule R Part II Form990ScheduleRPartII (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MOSAIC | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 113669999 | LIVING FACILITIES AND CARE SERVICES | NE | 501(C)(3) | 9 | N/A | 0 |
| MILLTOWNE INC | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470796932 | RENTAL REAL ESTATE | NE | 501(C)(2) | N/A | N/A | 0 |
| THE OAKS OF DUNN COUNTY | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 391913323 | SENIOR LIVING SERVICES | WI | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION I | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363756911 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION II | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470773689 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION III | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470788396 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION IV | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 911823422 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION VII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470828015 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION VIII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470828012 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION IX | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 742838413 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION X | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 742908789 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XI | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 311706640 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 481297244 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XIII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 421626679 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XIV | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204417891 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XV | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 205765691 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XVI | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 205765731 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XVII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710013 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XVIII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710184 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XIX | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 261710259 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XX | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 264555206 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XXI | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 264555313 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC HOUSING CORPORATION XXII | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 273483415 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC ILLINOIS HOUSING 1 | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 202997161 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC ILLINOIS HOUSING 2 | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204417645 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC ILLINOIS HOUSING OF MACOMB 1 | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204841909 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC ILLINOIS HOUSING OF ROCKFORD 1 | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 204841856 | LOW INCOME HOUSING | NE | 501(C)(3) | 9 | N/A | 0 |
| MOSAIC VEBA | ||||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 363831874 | EMPLOYEE WELFARE BENEFIT PLAN | NE | 501(C)(9) | N/A | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|
| EASE-E MEDICAL INC | |||||||||
| 380 SKYLAND DR SUITE A | PENROSE | CO | 81240 | 470842353 | SALE OF MEDICAL EQUIPMENT AND SUPPLIES | NE | N/A | C | |
| MOSAIC HOUSING CORPORATION V | |||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | 470805545 | LOW INCOME HOUSING | NE | N/A | C | |
| BICO | |||||||||
| 4980 S 118 ST | OMAHA | NE | 68137 | CAPTIVE INSURANCE | N/A | C | BD | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |