2025-11-14T08:05:39-06:00 2024-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2024-07-01 391913323 OAKS OF DUNN COUNTY INC OAKS 4028963884 4980 SOUTH 118TH ST OMAHA NE 68137 KRISTIN ROSSOW VICE PRESIDENT 4028963884 2025-11-13 1 1 WENDY R COOLEY CPA P01523804 4023302660 2025-11-13 2024 2025-03-06 01:10:19Z X KRISTIN ROSSOW 4980 SOUTH 118TH ST OMAHA NE 68137 3503660 0 X WWW.MOSAICINFO.ORG X 1998 WI THE OAKS OF DUNN COUNTY PROVIDES SUPPORTED LIVING TO SENIORS LIVING IN MENOMONIE, WI. X 3 0 0 0 0 0 0 0 611709 0 38264 1969268 0 0 649973 1969268 0 0 0 0 242315 4810 0 0 0 372930 1292 615245 6102 34728 1963166 2064479 0 1331058 0 733421 0 X THE OAKS OF DUNN COUNTY PROVIDES SUPPORTED LIVING TO SENIORS LIVING IN MENOMONIE, WI. THE FACILITY OFFERS SECURE, ACCESSIBLE, AND MAINTENANCE-FREE HOMES IN A HOUSING COMPLEX WITH COMMON SPACE AND BASIC SERVICES, INCLUDING TRANSPORTATION, WEEKLY HOUSEKEEPING, LAUNDRY SERVICES, PLANNED ACTIVITIES, AND A DAILY MAIN MEAL. THE OAKS OF DUNN COUNTY IS AN AFFILIATE OF MOSAIC. MOSAIC IS A FAITH-BASED ORGANIZATION SERVING PEOPLE WITH DEVELOPMENTAL DISABILITIES SO THAT ALL MAY REALIZE GOD'S GIFT OF WHOLENESS OF LIFE. WE ARE GUIDED BY THE PRINCIPLE THAT "EVERY INDIVIDUAL IS A PERSON OF WORTH." MOSAIC'S STAFF MEMBERS AND VOLUNTEERS PROVIDE INDIVIDUALIZED SERVICES, LIVING OPTIONS, WORK CHOICES, SPIRITUAL NURTURING, AND ADVOCACY TO APPROXIMATELY 4,900 INDIVIDUALS IN MORE THAN 700 COMMUNITIES ACROSS 13 STATES. INTERESTED PEOPLE CAN FIND MORE INFORMATION REGARDING THE OAKS OF DUNN COUNTY AT WWW.MOSAICINFO.ORG OR BY CALLING 715-235-7793. 0 1 6102 PROVIDE RESIDENTIAL HOUSING AND SUPPORTED LIVING TO SENIORS. THE FACILITY OFFERS SECURE, ACCESSIBLE, AND MAINTENANCE-FREE HOMES IN A HOUSING COMPLEX WITH COMMON SPACE AND BASIC SERVICES, INCLUDING TRANSPORTATION, WEEKLY HOUSEKEEPING, LAUNDRY SERVICES, PLANNED ACTIVITIES, AND A DAILY MAIN MEAL. 6102 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X X SCOTT HOFFMAN 4028963884 4980 SOUTH 118TH STREET OMAHA NE 68137 KRISTIN ROSSOW VICE PRESIDENT 0.10 39.90 X X 0 271590 15891 STACY MORTON PRESIDENT 0.10 39.90 X X 0 243359 15892 JULIE ZITTERGRUEN SECRETARY/TREASURER 0.10 39.90 X X 0 230981 15033 0 745930 46816 0 0 1 0 0 3660 3660 3500000 1534392 1965608 1965608 1965608 1969268 0 0 1969268 4648 4648 162 162 293 293 39 39 BAD DEBT 960 960 6102 6102 0 0 57001 0 0 0 0 0 0 0 0 0 0 0 0 1524532 0 482946 0 0 0 0 0 2064479 0 21683 0 1309375 0 1331058 0 X 723421 0 10000 0 733421 0 2064479 0 X 1963166 -2696587 X X 0 1 X 1 0 X 33996 6055 40051 471246 513235 547013 611709 0 2143203 505242 519290 547013 611709 2183254 0 382108 382108 382108 382108 1801146 28119 38950 48294 38264 3660 157287 28119 38950 48294 38264 3660 157287 533361 558240 595307 649973 3660 2340541 0.76950 0.80300 0.06720 0.06440 X PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION DISSOLVED AS OF DECEMBER 31, 2024 AND IS FILING A SHORT YEAR RETURN FOR THE PERIOD JULY 1, 2024 THRU DECEMBER 31, 2024. THE FINANCIAL INFORMATION FOR THE SHORT YEAR IS BEING REPORTED IN COLUMN (E). 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 0.00000 0.00000 1.00000 0 0 0 X PART V, LINE 4: THE ORGANIZATION'S INTENDED USE OF THE TEMPORARILY RESTRICTED NET ASSETS IS FOR PROGRAM PURPOSES AS RESTRICTED BY THE DONORS. PART X, LINE 2: OAKS OF DUNN COUNTY, INC. 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 2024, MANAGEMENT DETERMINED THAT THERE ARE NO INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OTHER THAN DESCRIBED PREVIOUSLY. 0 0 0 0 0 0 0 0 0 KRISTIN ROSSOW VICE PRESIDENT 0 237177 0 34413 0 0 0 5727 0 10164 0 287481 0 0 STACY MORTON PRESIDENT 0 203253 0 40106 0 0 0 5728 0 10164 0 259251 0 0 JULIE ZITTERGRUEN SECRETARY/TREASURER 0 199973 0 31008 0 0 0 4869 0 10164 0 246014 0 0 PART I, LINE 3 THE SALARIES OF KRISTIN ROSSOW, STACY MORTON, AND JULIE ZITTERGRUEN ARE PAID FROM A RELATED ORGANIZATION, MOSAIC. A THIRD PARTY CONSULTANT IS USED TO ESTABLISH EXECUTIVE COMPENSATION. TO GATHER SALARY DATA PERTAINING TO THE REST OF THE ORGANIZATION, WE USE A VARIETY OF SURVEYS WHICH ARE CONDUCTED BY THIRD PARTIES AND SALARY BENCHMARKING TOOLS WHICH ARE DEVELOPED AND MAINTAINED BY THIRD PARTIES. WE THEN AGGREGATE AND ANALYZE THAT DATA INTERNALLY TO ESTABLISH COMPENSATION. CASH DISTRIBUTION AS PART OF COMPLETE DISSOLUTION 2024-12-26 2696587 NET ASSET VALUE 113669999 MOSAIC 4980 S 118 ST OMAHA NE 68137 501(C)(3) 0 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: KRISTIN ROSSOW, STACY MORTON, AND JULIE ZITTERGRUEN SERVED AS THE BOARD MEMBERS OF OAKS OF DUNN COUNTY, INC. AND ARE EMPLOYEES OF MOSAIC, THE TRANSFEREE ORGANIZATION AND A RELATED ENTITY. THIS DID NOT CHANGE AS A RESULT OF THE DISSOLUTION. FORM 990, PART III, LINE 3 THE OAKS OF DUNN COUNTY, INC. WAS SOLD TO AMERICAN LUTHERAN HOME, INC., A WISCONSIN NON-PROFIT CORPORATION AS OF JULY 1, 2024. FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS AND BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MOSAIC BOARD OF DIRECTORS APPOINTS THE OAKS OF DUNN COUNTY'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY THE TREASURER OF THE ORGANIZATION AND THEN SHARED WITH THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD DIRECTOR COMPLETES A CONFLICT OF INTEREST FORM ANNUALLY AND SUBMITS IT TO THE CHAIRPERSON OF THE MOSAIC'S BOARD GOVERNANCE RISK AND INTEGRITY COMMITTEE. ANY FINANCIAL CONFLICTS OF INTEREST ARE REPORTED TO THE TREASURER AND MOSAIC'S CHIEF FINANCIAL OFFICER FOR REPORTING ON THE FORM 990. 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 OAKS OF DUNN COUNTY, INC. DOES NOT PAY COMPENSATION TO A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICERS, OR ANY OTHER KEY EMPLOYEES. THEREFORE, A PROCESS FOR DETERMINING COMPENSATION HAS NOT BEEN ESTABLISHED. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUALS MAY REQUEST MOSAIC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS THROUGH AN E-MAIL REQUEST FORM, WHICH IS AVAILABLE ON MOSAIC'S PUBLIC WEBSITE (WWW.MOSAICINFO.ORG). FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS IN SALE/DISSOLUTION TO AFFILIATE -2,696,587. FORM 990, PART XII, LINE 2C: THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MOSAIC 4980 S 118 ST OMAHA NE 68137 113669999 SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES NE 501(C)(3) LINE 10 N/A 0 THE MOSAIC FOUNDATION INC 4980 S 118 ST OMAHA NE 68137 363837360 FUNDRAISING & INVESTMENT ASSET MANAGEMENT NE 501(C)(3) LINE 12A, I MOSAIC 0 MOSAIC HOUSING CORP I 4980 S 118 ST OMAHA NE 68137 363756911 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP II 4980 S 118 ST OMAHA NE 68137 470773689 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP IV 4980 S 118 ST OMAHA NE 68137 911823422 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP VII 4980 S 118 ST OMAHA NE 68137 470828015 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP VIII 4980 S 118 ST OMAHA NE 68137 470828012 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP IX 4980 S 118 ST OMAHA NE 68137 742838413 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP X 4980 S 118 ST OMAHA NE 68137 742908789 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XI 4980 S 118 ST OMAHA NE 68137 311706640 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XII 4980 S 118 ST OMAHA NE 68137 481297244 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XIII 4980 S 118 ST OMAHA NE 68137 421626679 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XIV - ROCKFORD 4980 S 118 ST OMAHA NE 68137 204417891 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XV - COUNCIL BLUFFS 4980 S 118 ST OMAHA NE 68137 205765691 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XVI - FARMINGTON 4980 S 118 ST OMAHA NE 68137 205765731 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XVII - BEATRICE 4980 S 118 ST OMAHA NE 68137 261710013 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XVIII - OSCEOLA-WAUKON 4980 S 118 ST OMAHA NE 68137 261710184 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XIX - WINFIELD 4980 S 118 ST OMAHA NE 68137 261710259 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XX - GARDEN CITY 4980 S 118 ST OMAHA NE 68137 264555206 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XXI - MEMPHIS 4980 S 118 ST OMAHA NE 68137 264555313 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORP XXII - LOGAN 4980 S 118 ST OMAHA NE 68137 273483415 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC HOUSING CORPORATION XXIII - AUSTIN 4980 S 118 ST OMAHA NE 68137 710875364 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC ILLINOIS HOUSING I 4980 S 118 ST OMAHA NE 68137 202997161 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC ILLINOIS HOUSING II 4980 S 118 ST OMAHA NE 68137 204417645 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC ILLINOIS HOUSING AT MACOMB I 4980 S 118 ST OMAHA NE 68137 204841909 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC ILLINOIS HOUSING OF ROCKFORD I 4980 S 118 ST OMAHA NE 68137 204841856 LOW INCOME HOUSING NE 501(C)(3) LINE 10 MOSAIC 0 MOSAIC EMPLOYEE WELFARE BENEFIT PLAN 4980 S 118 ST OMAHA NE 68137 363831874 EMPLOYEE WELFARE BENEFIT PLAN NE 501(C)(9) N/A MOSAIC 0 MOSAIC SENIOR SERVICES INC 4980 S 118 ST OMAHA NE 68137 831746407 SENIOR LIVING SERVICES AZ 501(C)(3) LINE 12A, I MOSAIC 0 MOSAIC RESIDENTIAL SERVICES OF NEBRASKA LLC 4980 S 118 ST OMAHA NE 68137 271695051 LOW INCOME HOUSING NE N/A 0 0 EASE-E MEDICAL INC 731 SOUTH 8TH STREET CANON CITY CO 81212 470842353 MEDICAL EQUIPMENT/SUPPLIES SALES 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 BD N/A C 0 CHARITABLE REMAINDER TRUSTS (5) INVESTMENT MANAGEMENT NE N/A T 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0