2025-05-14T11:15:18-04:00 2024-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2023-07-01 420998726 FOUR OAKS FAMILY AND CHILDREN'S SERVICES FOUR 3193640259 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 STEVE SCHURING CFO 3193640259 2025-05-14 false ROSS VANLAAR CPA P01532250 5156203050 2025-05-14 2023 2025-03-06 01:10:19Z MARY BETH O'NEILL 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 59005625 false X WWW.FOUROAKS.ORG X 1971 IA FOUR OAKS ASSURES CHILDREN BECOME SUCCESSFUL ADULTS. TOTAL CHILD IS FOUR OAKS' COMPREHENSIVE AND LONG-TERM APPROACH BASED ON THE IDEA THAT WHEN CHILDREN OVERCOME BARRIERS, FAMILIES, HOMES, NEIGHBORHOODS AND COMMUNITIES ARE STRONGER. TOTAL CHILD LOOKS BROADER AND DEEPER, BEYOND SHORT-TERM TREATMENT, IN FOUR KEY AREAS OF A CHILD'S LIFE: BASIC NEEDS, EDUCATION AND WORK, FAMILY, AND COMMUNITY. TOTAL CHILD CROSSES ALL PROGRAMMING AND WORKS WITH MANY SERVICE PROVIDERS UNTIL THE CHILD REACHES THEIR 18TH BIRTHDAY TO HELP A CHILD BECOME A SUCCESSFUL ADULT. 22 22 1103 46 0 1800103 1821088 44647342 52532136 -18148 360057 181365 469292 46610662 55182573 0 0 35311222 38240226 0 533101 10438502 15247984 45749724 53488210 860938 1694363 56514272 49466038 9613001 9253974 46901271 40212064 X FOUR OAKS ASSURES CHILDREN BECOME SUCCESSFUL ADULTS false false 22780871 24568473 PMIC/RT: FOUR OAKS; PSYCHIATRIC MEDICAL INSTITUTION FOR CHILDREN (PMIC) AND (RT) ARE PLACES THAT PROVIDE OUT OF HOME TREATMENT OF AN INTENSE NATURE TO HELP CHILDREN WHOSE BEHAVIOR OR EMOTIONAL ISSUES HAVE ESCALATED TO A POINT THAT HAS OFTEN "OVERCOME" THE FAMILY AND SOMETIMES THE COMMUNITY. DURING THEIR TIME WITH US, THEY ENGAGE IN A VARIETY OF TREATMENT PROCESSES DESIGNED TO HELP THE CHILD GAIN BETTER CONTROL OVER THEIR OWN BEHAVIOR, BETTER UNDERSTAND THEMSELVES, AND WORK THROUGH ISSUES THAT MAY HAVE ARISEN IN THEIR FAMILIES. FOUR OAKS SERVES CHILDREN IN IOWA RANGING FROM 5-17. WE SERVED OVER 800 KIDS AND THEIR FAMILIES DURING THE YEAR. 11708887 12276349 COMMUNITIY BASED PROGRAMS: FOUR OAKS OFFERS AN ARRAY OF COMMUNITY BASED PROGRAMS INCLUDING BEHAVIORAL HEALTH INTERVENTION SERVICES, FAMILY CENTERED SERVICES, PARENTS AS TEACHERS, FAMILY SUPPORT, PEDIATRIC INTEGRATED HEALTH, SUPERVISED COMMUNITY TREATMENT & FUNCTIONAL FAMILY THERAPY. THIS ARRAY OF COMMUNITY BASED CHILD AND FAMILY SUPPORT SERVICES HELP TO STABILIZE INDIVIDUAL AND FAMILY FUNCTIONING, REDUCE THE RISK OF CHILD ABUSE AND JUVENILE CRIME, AND ASSISTS FAMILIES TO BE SELF SUFFICIENT IN MEETING THE NEEDS OF THEIR CHILDREN. FOUR OAKS SERVES CHILDREN IN IOWA RANGING IN AGE FROM 0-17. WE SERVED OVER 3000 KIDS AND THEIR FAMILIES DURING THE YEAR. 9648693 8844364 RRTS: FOUR OAKS HOLDS THE HHS STATE CONTRACT FOR THE RECRUITMENT, RETENTION, TRAINING AND SUPPORT (RRTS) OF RESOURCE FAMILIES. REQUIREMENTS OF THIS CONTRACT ARE TO RECRUIT AND RETAIN FOSTER AND ADOPTIVE PARENTS; COMPLETE HOME STUDIES AND MAKE RECOMMENDATIONS TO HHS ON FOSTER CARE AND ADOPTIVE FAMILY APPLICANTS; PROVIDE POST ADOPTION SUPPORT SERVICES TO FAMILIES WITH IOWA ADOPTION SUBSIDY; AND TO MAKE FOSTER FAMILY MATCH RECOMMENDATIONS TO HHS WHEN CHILDREN ARE REFERRED TO FOSTER CARE. FOUR OAKS SERVICES CHILDREN IN IOWA RANGING FROM 0-17. WE SERVED OVER 6,500 KIDS AND THEIR FAMILIES DURING THE YEAR. 3185702 6842950 FOUR OAKS OFFERS OTHER PROGRAMS THAT INCLUDE AFTER SCHOOL AND SUMMER ACTIVITIES, CLASSROOMS THAT HELP SCHOOL DISTRICTS WITH STUDENT BEHAVIORAL ISSUES, AND EMERGENCY SHELTERS. FOUR OAKS SERVICES CHILDREN IN IOWA RANGING IN AGE FROM 5-17. WE SERVED OVER 3,500 KIDS AND THEIR FAMILIES DURING THE YEAR. 3185702 6842950 47324153 true true false true false false false false false true true false true false true true false true false false false false false false true false false false false true true false false false false false false false false false false true false false false false true true true false false true 126 0 true 1103 true false false false false false true true false false false false false false false false X 22 22 false false false false false false false true true false true true true true true true true true true false true true X STEVE SCHURING 3193640259 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 MARY BETH O'NEILL PRESIDENT/CE 45.00 5.00 X 253606 0 12971 STEVE SCHURING CFO 45.00 5.00 X 181596 0 19230 DEBBIE CRAIG CAO 45.00 5.00 X 80273 0 15845 ANNE GRUENWALD RESIGNED 2024 FORMER PRESI 0.00 0.00 X 47048 0 0 BRUCE ANDERSON RESIGNED 2024 DIRECTOR 0.00 0.00 X 0 0 0 GIACOMO TORMENE RESIGNED 2024 DIRECTOR 0.00 0.00 X 0 0 0 JASMINE ALMOAYYED RESIGNED 2024 DIRECTOR 0.00 0.00 X 0 0 0 KRISTEN RICKEY RESIGNED 2024 DIRECTOR 0.00 0.00 X 0 0 0 VICKI SNYDER RESIGNED 2024 DIRECTOR 0.00 0.00 X 0 0 0 RICHARD ALLEN DIRECTOR 1.00 1.00 X 0 0 0 LYDIA BROWN CHAIR 2.00 2.00 X X 0 0 0 JIM CHOATE TREASURER 2.00 2.00 X X 0 0 0 MARK DANIELSON PAST CHAIR 2.00 X X 0 0 0 DINA DUSEK DIRECTOR 1.00 X 0 0 0 MATT EVANS DIRECTOR 1.00 X 0 0 0 EMILY FLOWERGARDEN DIRECTOR 1.00 1.00 X 0 0 0 NANCY HILL-DAVIS VICE CHAIR 2.00 2.00 X X 0 0 0 KARL HOFFMAN SECRETARY 1.00 X X 0 0 0 JERRY HUNT DIRECTOR 1.00 1.00 X 0 0 0 CHUCK KENT DIRECTOR 1.00 X 0 0 0 TRAVIS KOLDER DIRECTOR 1.00 1.00 X 0 0 0 MIKE MCDERMOTT DIRECTOR 1.00 X 0 0 0 STEVE MOSHIER DIRECTOR 1.00 X 0 0 0 SCOTT OLSON DIRECTOR 1.00 X 0 0 0 ANNE PARMLEY DIRECTOR 1.00 X 0 0 0 LEAH RODENBERG DIRECTOR 1.00 X 0 0 0 PAULA ROGERS DIRECTOR 1.00 X 0 0 0 HUNTER SKOGMAN DIRECTOR 1.00 1.00 X 0 0 0 MARTY STOLL DIRECTOR 1.00 X 0 0 0 KEVIN TORNER DIRECTOR 1.00 X 0 0 0 MIKE WILKINS DIRECTOR 1.00 X 0 0 0 562523 48046 2 false true false LUTHERAN SERVICES IN IOWA 3125 COTTAGE GROVE AVE DES MOINES IA 50311 GENERAL 2451923 FAMILY RESOURCES INC 2800 EASTERN AVE DAVENPORT IA 52803 GENERAL 988880 MARTIN BROS PO BOX 69 CEDAR FALLS IA 50613 SUPPLIES 749852 NATIONWIDE PO BOX 37712 PHILADELPHIA PA 19101 INSURANCE 533427 NETSMART TECHNOLOGIES INC PO BOX 713519 PHILADELPHIA PA 19101 NETWORK 508358 21 138500 1157360 525228 48316 1821088 FAMILY AND CHILDREN'S SERVICE 624100 52532136 52532136 52532136 566370 566370 184543 184543 184543 184543 3571238 3777551 -206313 -206313 -206313 48774 138500 45501 3273 OTHER REVENUE 624100 281476 281476 281476 55182573 52607299 750913 558109 152539 401536 4034 30600621 27868647 2433070 298904 4763778 4297233 422118 44427 2317718 2090730 205372 21616 291085 68340 220680 2065 128574 30186 97476 912 4867212 4274911 586911 5390 1514430 1356549 149902 7979 2093867 1960258 123477 10132 1139568 1105997 32527 1044 186267 186267 1097094 919297 177675 122 595165 533552 61135 478 BAD DEBT 1198245 1198245 ASSISSTANCE 737982 720909 17073 TRAINING 467372 292229 173963 1180 REPAIRS 343207 89745 251049 2413 587916 364786 107798 115332 53488210 47324153 5630956 533101 8231347 2075519 2490231 4140204 4491949 4569953 618410 612239 29408167 16517341 12678233 12890826 16524163 12340651 9985324 11910199 74997 1419618 926447 56514272 49466038 4017899 4060057 193713 197475 673281 592889 3725264 3328839 1002844 1074714 9613001 9253974 X 44664290 37585628 2236981 2626436 46901271 40212064 56514272 49466038 X 1694363 1601754 -9985324 X false true X true true true X 1210535 2660009 15059734 1800103 1821088 22551469 36632714 36782297 45532549 44647342 52862386 216457288 900 218654 95292 52130 366976 37844149 39660960 60687575 46499575 54683474 239375733 239375733 222981 161559 489070 452831 566370 1892811 222981 161559 489070 452831 566370 1892811 749913 749913 1075 1075 38068205 39822519 61176645 46952406 55999757 242019532 0.98910 0.99230 0.01000 0.01000 X PART III, LINE 12 1,075 SUPPLEMENTAL INFORMATION THE FILING ORGANIZATION IDENTIFIES AS A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(2), AS AN ORGANIZATION THAT NORMALLY RECEIVES MORE THAN 33-1/3% OF ITS SUPPORT FROM CONTRIBUTIONS AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS. ACCORDINGLY, SCHEDULE A, PART I, BOX 10 AND SCHEDULE A, PART III HAVE BEEN COMPLETED TO REFLECT THIS STATUS, IN ADDITION, THE FILING ORGANIZATION HAS CHOSEN TO COMPLETE SCHEDULE A, PART II, SUPPORT SCHEDULE FOR ORGANIZATIONS DESCRIBED IN SECTION 170(B)(1)(A) (VI) TO ESTABLISH THAT IT MEETS THE 33-1/3% SUPPORT TEST UNDER SECTION 509 (A)(1) FOR THE PURPOSE OF UTILIZING THE SPECIAL RULE ON FORM 990, SCHEDULE B, SCHEDULE OF CONTRIBUTORS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 24000 false false 24000 false SCHEDULE C, PART II-B, LINE 1 A LOBBYING FIRM WAS ENGAGED TO REPRESENT FOUR OAKS AT THE IOWA STATE CAPITOL EACH DAY DURING THE LEGISLATIVE SESSION. THE FIRM IS CHARGED WITH ADVOCATING POSITIONS AND MEETING WITH POLICY MAKERS. 11014010 239537 656652 11910199 10359954 675152 21096 11014010 10332298 749840 -722184 10359954 7654890 1136687 1857701 316980 10332298 8136401 54843 -185368 350986 7654890 0.80190 0.11650 0.08160 true false 1362052 1362052 26050281 14980839 11069442 1536502 1536502 459332 459332 12890826 BENEFICIAL INTEREST IN ASSETS 11910199 11910199 LEASES 849149 OTHER 185565 TENANT DEPOSITS 40000 1074714 X SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION HAS ESTABLISHED ENDOWED AND QUASI-ENDOWED FUNDS AT THE GREATER CEDAR RAPIDS COMMUNITY FOUNDATION. A 4.5 PERCENT SPEND RATE ON ENDOWMENTS HAS BEEN APPROVED BY THE BOARD. SHOULD MANAGEMENT DECIDE TO TAKE DISTRIBUTIONS FROM THE ENDOWMENT ACCOUNTS IN THE FUTURE, THE BOARD AND THE COMMUNITY FOUNDATION WILL BE NOTIFIED. SCHEDULE D, PAGE 3, PART X FOUR OAKS, AHNI, AND AHNI HOLDINGS ARE RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THESE AGENCIES MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ANY NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THESE AGENCIES FILE FORMS 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY AND UNRELATED BUSINESS INCOME (UBI) IS REPORTED ON FORM 990-T, AS APPROPRIATE. AS OF JUNE 30, 2024, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. GOLF CLASSIC 187274 138500 48774 3348 27178 7616 7359 187274 138500 48774 3348 27178 7616 7359 45501 3273 X X X X false false false false false false false false false MARY BETH O'NEILL PRESIDENT/CEO 253606 7608 5363 266577 STEVE SCHURING CFO 181596 3565 15665 200826 A CERRO GORDO COUNTY IOWA 426004949 NONEAVAIL 2014-06-30 1000000 BUILDING CONSTRUCTION false false false A 1000000 1000000 false false true true A false false false false false false false A false false true false false false false false false A true PURPOSE OF ISSUE DESCRIPTION CERRO GORDO COUNTY IOWA BUILDING CONSTRUCTION X PRIZES/GIFTS 73 48316 false false false FORM 990, PAGE 1, PART I, LINE 6 THE NUMBER OF VOLUNTEERS IS TRACKED IN A DATABASE AND A PAPER FILE THAT CONTAINS EACH VOLUNTEER'S BACKGROUND CHECK AND VOLUNTEER APPLICATION. FORM 990, PAGE 2, PART III, LINE 4D FOUR OAKS OFFERS OTHER PROGRAMS THAT INCLUDE AFTER SCHOOL AND SUMMER ACTIVITIES, CLASSROOMS THAT HELP SCHOOL DISTRICTS WITH STUDENT BEHAVIORAL ISSUES, AND EMERGENCY SHELTERS. FOUR OAKS SERVICES CHILDREN IN IOWA RANGING IN AGE FROM 5-17. WE SERVED OVER 3,500 KIDS AND THEIR FAMILIES DURING THE YEAR. FORM 990, PAGE 6, PART VI, LINE 11B THE OUTSIDE TAX PREPARER REVIEWS THE FORM 990 WITH THE CEO/PRESIDENT, CFO, AND ADMINISTRATIVE SERVICES (FINANCE) COMMITTEE IN DRAFT FORM. ALL QUESTIONS AND CONCERNS ARE ADDRESSED TO FULL SATISFACTION BEFORE BECOMING FINAL. THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS, AND EMPLOYEES TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AS WELL AS REPORT ANY DUALITY OF INTEREST AS SOON AS THE INTEREST OCCURS. WHEN HIRING INDEPENDENT CONTRACTORS FOR MAJOR PROJECTS, THE ORGANIZATION SENDS REQUESTS FOR PROPOSAL ("RFPS"). FOR MAJOR RECURRING SERVICE CONTRACTS, RFPS ARE DONE EVERY 3-5 YEARS OR MARKET RATES ARE REVIEWED BY MANAGEMENT TO ENSURE THAT THE TERMS FOR RENEWING THE CONTRACT ARE STILL AT COMPETITIVE MARKET RATES. THROUGHOUT THE PROCESS, ANY INTERESTED BOARD MEMBERS AND/OR COMMITTEE MEMBERS MUST ABSTAIN FROM THE DISCUSSION AND THE SELECTION OF A CONTRACTOR. WHERE MAJOR CONFLICTS EXISTS, THE BOARD MEMBER WILL EITHER RESIGN AS A BOARD MEMBER OR WITHDRAW HIS/HER FIRM FROM CONSIDERATION FOR THE CONTRACT. AS AN ADDITIONAL SAFEGUARD, MANAGEMENT REVIEWS VENDOR LISTS AND BOARD MEMBER LISTS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A FOUR OAKS UTILIZES THE EXECUTIVE COMMITTEE FOR SETTING CEO/PRESIDENT COMPENSATION AS WELL AS OBTAINS A MARKET REVIEW AND COMPENSATION COMPARISON FROM AN INDEPENDENT ACCOUNTING FIRM EVERY THREE YEARS. THE EXECUTIVE COMMITTEE GIVES THE CEO/PRESIDENT DIRECTION ON SETTING COMPENSATION FOR THE REMAINING EXECUTIVE OFFICERS AND THE CEO/PRESIDENT AND COMMITTEE JOINTLY ARRIVE AT COMPENSATION FIGURES FOR SUCH OTHER OFFICERS. AN INDUSTRY SALARY SURVEY IS ALSO UTILIZED BY THE COMMITTEE IN SETTING COMPENSATION. FOUR OAKS RETAINS DOCUMENTATION WITH REGARD TO CRITERIA USED TO ARRIVE AT COMPENSATION FOR OFFICERS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST. IN ADDITION, THE ORGANIZATION MAKES ITS ANNUAL REPORT, INCLUDING ITS FINANCIAL INFORMATION, AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9 FILING TIMING DIFFERENCE 905,111 AHNI NET ASSETS -10,890,435 TOTAL -9,985,324 DURING THE YEAR ENDED JUNE 30, 2024, IT WAS DETERMINED THAT THE PREDECESSOR PREPARER OF THE TAX RETURN INCORRECTLY INCLUDED A RELATED PARTY'S NET ASSET FIGURE OF 10,890,435. PER THE FORM 990 INSTRUCTIONS, THE RELATED PARTY FIGURES SHOULD NOT HAVE BEEN INCLUDED IN THE RETURN AS IT HAS IT'S OWN TAX ID NUMBER AND THE RETURN WAS NOT MARKED AS A GROUP RETURN. ADDITIONALLY, DUE TO THE TIMING OF THE FILING IN COMPARISON TO THE ISSUED AUDITED FINANCIAL STATEMENTS, THERE WAS A DIFFERENCE OF 905,111 BETWEEN THE AUDITED FINANCIAL STATEMENTS AND THE ISSUED 990. AFFORDABLE HOUSING NETWORK INC 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 208640691 HOUSING IA 501C3 10 N/A true AHNI HOLDINGS 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 271786138 HOUSING IA 501C3 10 AFFORDABLE HOUSING NETWORK INC true BROWN APARTMENTS LP 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 261195327 HOUSING IA AFFORDABLE HOUSING NETWORK INC RELATED false true 0.00010 false false false true false false false false false false false true false false false false true false false BROWN APARTMENTS LP L 8466 COST BROWN APARTMENTS LP Q 746 COST AFFORDABLE HOUSING NETWORK INC Q 154331 COST AFFORDABLE HOUSING NETWORK INC L 225630 COST AFFORDABLE HOUSING NETWORK INC D 1659838 WRITTEN AGREEMENT AFFORDABLE HOUSING NETWORK INC D 1000000 WRITTEN AGREEMENT