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Nonprofiteer
← THE MOSAIC FOUNDATION

Form 990 for tax year 2022

Filed by THE MOSAIC FOUNDATION.

Totals

Total revenue
$8,864,642
Total expenses
$5,742,978
Contributions and grants received
$7,674,855
Grants paid
$3,299,345
Program service revenue
$0
Investment income
$1,144,684
Other revenue
$45,103
Total assets, end of year
$62,460,025
Total liabilities, end of year
$2,727,347
Net assets or fund balances, end of year
$59,732,678
Program services expenses (Part IX)
$3,299,345
Management and general expenses
$452,629
Fundraising expenses
$1,991,004
Program service expenses (Part III)
$3,299,345

Program services were 57.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $27,280

  • 1f · All other contributions, gifts and grants

    $7,647,575

  • 1g · Noncash contributions included above

    $139,563

  • 3 · Investment income

    total $1,250,978 · excluded $1,250,978

  • 6a · Gross rents

    real property $65,188

  • 6b · Less rental expenses

    real property $20,085

  • 6c · Rental income or loss

    real property $45,103

  • 6d · Net rental income or loss

    total $45,103 · excluded $45,103

  • 7a · Gross sales of assets other than inventory

    securities $8,139,541 · other assets $63,992

  • 7b · Less cost or other basis and sales expenses

    securities $8,309,827 · other assets $0

  • 7c · Gain or loss

    securities -$170,286 · other assets $63,992

  • 7d · Net gain or loss

    total -$106,294 · excluded -$106,294

  • 8a · Fundraising events: gross income

    $7,220

  • 8a · Fundraising events: contributions included on line 1c

    $27,280

  • 8b · Fundraising events: direct expenses

    $7,220

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,299,345 · program services $3,299,345

  • 11a · Fees: management

    total $1,991,004 · fundraising $1,991,004

  • 11f · Fees: investment management

    total $161,757 · management and general $161,757

  • 13 · Office expenses

    total $11,027 · management and general $11,027

  • 19 · Conferences, conventions and meetings

    total $24,639 · management and general $24,639

  • 22 · Depreciation, depletion and amortization

    total $9,520 · management and general $9,520

  • 23 · Insurance

    total $81,586 · management and general $81,586

  • 24a · Other expenses: USE OF RESTRICTED CFR F

    total $144,717 · management and general $144,717

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $13,010 · management and general $13,010

  • 24c · Other expenses: DUES & MEMBERSHIPS

    total $6,373 · management and general $6,373

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,091,960 · end of year $5,471,285

  • 3 · Pledges and grants receivable

    beginning of year $2,310,721 · end of year $4,025,765

  • 4 · Accounts receivable

    beginning of year $354,310 · end of year $3,650

  • 10a · Land, buildings and equipment: cost or other basis

    $238,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,900

  • 10c · Land, buildings and equipment, net

    beginning of year $235,620 · end of year $226,100

  • 11 · Investments: publicly traded securities

    beginning of year $46,516,889 · end of year $49,920,228

  • 12 · Investments: other securities

    beginning of year $457,708 · end of year $471,334

  • 15 · Other assets

    beginning of year $1,856,068 · end of year $2,341,663

  • 17 · Accounts payable and accrued expenses

    beginning of year $168,658 · end of year $47,181

  • 23 · Secured mortgages and notes payable

    beginning of year $119,773 · end of year $119,773

  • 25 · Other liabilities

    beginning of year $2,240,243 · end of year $2,560,393

  • 27 · Net assets without donor restrictions

    beginning of year $42,751,980 · end of year $44,546,063

  • 28 · Net assets with donor restrictions

    beginning of year $11,542,622 · end of year $15,186,615

Mission and programs · 2022

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.

Activities or mission (Part I)

CONFIDENT IN GOD'S ABUNDANCE AND FOLLOWING THE HIGHEST PRINCIPLES OF STEWARDSHIP, THE MOSAIC FOUNDATION ENCOURAGES PEOPLE TO PARTNER IN SHARING THEIR RESOURCES TO ENSURE THE LONG TERM FUTURE OF MOSAIC'S MISSION TO PROVIDE A LIFE OF POSSIBILITIES FOR PEOPLE WITH INTELLECTUAL DISABILITIES.

  • 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 4,500 INDIVIDUALS IN MORE THAN 700 COMMUNITIES ACROSS 13 STATES. EMBRACING GOD'S CALL, MOSAIC RELENTLESSLY PURSUES OPPORTUNITIES THAT EMPOWER PEOPLE. MOSAIC IS THE CHANGING FACE OF HEALTHCARE, PASSIONATE ABOUT SERVING THE WHOLE PERSON AND PARTNERING FOR QUALITY OUTCOMES. MOSAIC IS COMMITTED TO THE FOLLOWING VALUES:BELONGING - A SENSE OF FITTING IN AND FEELING VALUED.CONNECTION - THE ACT OF CONNECTING; THE STATE OF BEING CONNECTED.FAITHFULNESS - REMAINING LOYAL TO SOMEONE OR SOMETHING AND PUTTING THAT LOYALTY INTO CONSISTENT PRACTICE REGARDLESS OF EXTENUATING CIRCUMSTANCES.GRIT - COURAGE AND RESOLVE, STRENGTH OF CHARACTER, INDOMITABLE SPIRIT.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 PERSONALIZED 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.

    Expenses $3,299,345 · Grants $3,299,345

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Herman

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.1

  • Gary Freeman

    VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.1

  • Michelle Bolton-King

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1

  • Dan Friedlund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Matt Maciel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Kevin Meyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Ade Monareh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Beth Nelson Chase

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Mark Nicholson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.5 related

  • Brando Guerrero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Benjamin Morrow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Deacon Susan Lindberg Haley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Linda Timmons

    PRESIDENT AND CEO

    Total calculated
    $803,092
    From this org
    $0
    From related orgs
    $648,851
    Other
    $154,241
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,193 related
    Bonus
    $0 + $148,468 related
    Other
    $0 + $4,190 related
    Deferred
    $0 + $112,628 related
    Nontaxable benefits
    $0 + $41,613 related
    Filer's total
    $0 + $803,092 related

  • Scott Hoffman

    TREASURER AND CFO

    Total calculated
    $440,222
    From this org
    $0
    From related orgs
    $373,725
    Other
    $66,497
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,970 related
    Bonus
    $0 + $60,570 related
    Other
    $0 + $1,185 related
    Deferred
    $0 + $38,974 related
    Nontaxable benefits
    $0 + $27,523 related
    Filer's total
    $0 + $440,222 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3:
THE SALARIES OF LINDA TIMMONS AND SCOTT HOFFMAN ARE PAID FROM A RELATED ORGANIZATION, MOSAIC. MS. TIMMONS SERVES AS CEO OF MOSAIC. MR. HOFFMAN SERVES AS CFO OF MOSAIC. THE SALARY FOR MS. TIMMONS IS SET BY THE MOSAIC EXECUTIVE COMMITTEE AND MOSAIC BOARD OF DIRECTORS. MR. HOFFMAN'S SALARY IS SET BY THE CEO OF MOSAIC WORKING WITHIN ESTABLISHED SALARY RANGES ESTABLISHED BY THE EXECUTIVE COMMITTEE. MOSAIC'S BOARD AND EXECUTIVE COMMITTEE USE AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, AND A COMPENSATION SURVEY IN ESTABLISHING THE COMPENSATION OF THE PRESIDENT AND CEO OF MOSAIC AND GUIDELINES FOR OTHER KEY STAFF.
SCHEDULE J, PART II, COLUMN C:
MOSAIC EVALUATES THE LIABILITY RELATED TO THEIR POSTRETIREMENT BENEFITS (SALARY AND HEALTH INSURANCE CONTINUATION) THROUGH AN ACTUARIAL REVIEW. THE ADJUSTMENT IS INCLUDED IN RETIREMENT AND OTHER DEFERRED COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • MOSAIC

    $3,299,345

    THE GRANT PROVIDED IS TO THE SUPPORTED ORGANIZATION TO FURTHER ITS TAX EXEMPT FUNCTION.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MOSAIC RESIDENTIAL SERVICES OF NEBRASKA LLC

    LOW INCOME HOUSING · NE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • EASE-E MEDICAL INC

    C · SALE OF MEDICAL EQUIPMENT AND SUPPLIES · NE

  • MOSAIC HOUSING CORPORATION V

    C · LOW INCOME HOUSING · NE

  • BICO

    C · CAPTIVE INSURANCE · BD

  • CHARITABLE REMAINDER TRUSTS (5)

    T · INVESTMENT MANAGEMENT · NE

    Directly controlled by THE MOSAIC FOUNDATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
27 February 2024
IRS schema version
2022v5.0
Source object
202400589349300730

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