2020-11-16T13:09:43-06:00 2019-12-31 470574775 FRANKEL ZACHARIA LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2019-01-01 454639407 CHARLES E LAKIN HUMAN SERVICES CAMPUS FOUNDATION CHAR 7124355380 1515 AVENUE J COUNCIL BLUFFS IA 51501 JAYMES SIME PRESIDENT 7124355380 2020-10-29 1 AMY SUGHROUE P01058335 4024969100 64.253.163.98 2020-10-29 17:49:26 CD P 5EF1E1F4759843BFE60D2F2C941449C354E6C627 5EF1E1F4759843BFE60D2F2C941449C354E6C627 2019 2021-01-29 14:40:06Z JAYMES SIME 1515 AVENUE J COUNCIL BLUFFS IA 51501 512521 0 X N/A X 2012 IA THE FOUNDATION IS ORGANIZED AND OPERATED TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE SUPPORTED ORGANIZATIONS (HEARTLAND FAMILY SERVICE, BOYS AND GIRLS CLUBS OF THE MIDLANDS, THE SALVATION ARMY, AND MICAH HOUSE) IN RELATION TO THE SUPPORTED ORGANIZATIONS' OPERATIONS ON THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS, AND THEIR PROGRAMS PROVIDING CHARITABLE HUMAN SERVICES TO THE GENERAL PUBLIC AT THE CAMPUS. THIS CAMPUS OFFERS VARIOUS SERVICES FOR LOW-INCOME INDIVIDUALS, INCLUDING HOUSING, EMERGENCY ASSISTANCE, SHELTER, PARENTING CLASSES AND AFTERSCHOOL ACTIVITIES. 5 5 0 0 0 0 55000 448557 0 0 73 203 58346 58121 113419 506881 0 0 0 0 0 0 0 0 0 52950 476057 52950 476057 60469 30824 2094031 2124855 0 0 2094031 2124855 X THE FOUNDATION IS ORGANIZED AND OPERATED TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE SUPPORTED ORGANIZATIONS (HEARTLAND FAMILY SERVICE, BOYS AND GIRLS CLUBS OF THE MIDLANDS, THE SALVATION ARMY AND MICAH HOUSE) IN RELATION TO THE SUPPORTED ORGANIZATIONS' ON-SITE OPERATIONS ON THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS, AND THEIR PROGRAMS PROVIDING CHARITABLE HUMAN SERVICES TO THE GENERAL PUBLIC AT THE CAMPUS. 0 0 474538 TO PROVIDE SUPPORT FOR THE MAINTENANCE OF THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS AND ITS AGENCIES. THIS IS ACCOMPLISHED THROUGH PAYING FOR MAINTENANCE, REPAIRS AND IMPROVEMENTS IN THE COMMON AREAS OF THE CAMPUS. ANY NET INCOME AFTER THESE PAYMENTS WILL, FIRST, BE USED TO BUILD A RESERVE FOR MAJOR REPAIRS AND, SECOND, BE DISTRIBUTED EQUALLY TO THE SUPPORTED ORGANIZATIONS FOR REPAIR OR REFURBISHMENT OF THEIR FACILITIES ON THE CAMPUS. 474538 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CLARRISSA NEWMAN 7124355380 1515 AVENUE J COUNCIL BLUFFS IA 51501 X JAYMES SIME PRESIDENT 0.50 X X 0 0 0 ASHLEY WINANS VICE PRESIDENT 0.50 X X 0 0 0 JOHN HOICH SECRETARY/TREASURER 0.50 X X 0 0 0 DONNA MILLER DIRECTOR 0.50 X 0 0 0 MARY O'NEILL DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 448557 448557 203 203 63761 5640 58121 58121 58121 506881 0 0 58324 1500 1500 TRANSFERS TO LEGACY FAM 474538 474538 MISCELLANEOUS 19 19 476057 474538 1519 0 94031 124855 2000000 2000000 2000000 2094031 2124855 0 0 X 2094031 2124855 2094031 2124855 2094031 2124855 30824 0 X 0 0 0 X X X 4 HEARTLAND FAMILY SERVICE 470390618 7 1 118635 0 BOYS AND GIRLS CLUB OF THE MIDLANDS 470467350 7 1 118635 0 THE SALVATION ARMY 362167910 1 1 118634 0 MICAH HOUSE CORPORATION 421292393 7 1 118634 0 4 474538 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE G, COLUMN (V): THE FOUR SUPPORTED ORGANIZATIONS OF THE FOUNDATION LISTED IN PART I EACH PROVIDE SERVICES ON THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS. THE COMMON AREA OF THE CAMPUS IS SHARED BY THESE ORGANIZATIONS. THE FOUNDATION MAY MAKE DISBURSEMENTS DIRECTLY TO OR REIMBURSE THE COSTS OF THE SUPPORTED ORGANIZATIONS' SHARE OF ROUTINE ADMINISTRATION, MAINTENANCE, REPAIRS AND IMPROVEMENTS OF THE COMMON AREAS OF THE CAMPUS; PAY FOR MAJOR REPAIRS AND IMPROVEMENTS TO THE COMMON AREAS OF THE CAMPUS; OR DISTRIBUTE FUNDS EQUALLY FOR REPAIR AND REFURBISHMENT OF THE SUPPORTED ORGANIZATIONS' FACILITIES ON THE CAMPUS. A SEPARATE, NOT-FOR-PROFIT ENTITY, LEGACY FAMILY CAMPUS, INC. HOLDS TITLE TO THE COMMON CAMPUS REAL PROPERTY AND ASSOCIATED MAINTENANCE COSTS ARE ALLOCATED BETWEEN THE FIVE ORGANZATIONS OPERATING ON THE CAMPUS. IN THE CURRENT YEAR, MONEY WAS DISBURSED DIRECTLY TO LEGACY FAMILY CAMPUS, INC. BY THE FOUNDATION ON BEHALF OF ITS FOUR SUPPORTED ORGANIZATIONS TO HELP PAY FOR THE ROUTINE MAINTENANCE OF THE COMMON AREA OF THE CAMPUS. PART IV, SECTION A, LINE 5A: THE FOLLOWING ORGANIZATION WAS REMOVED AS A SUPPORTED ORGANIZATION: AMERICAN NATIONAL RED CROSS (53-0196605) REASON FOR REMOVAL: THE AMERICAN NATIONAL RED CROSS IS NO LONGER A PROPERTY OWNER ON THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS (LAKIN CAMPUS), AND IS THEREFORE NO LONGER A SUPPORTED ORGANIZATION OF THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS FOUNDATION. AUTHORITY AUTHORIZING REMOVAL: PER THE ORGANIZING DOCUMENTS, TO QUALIFY AS A SUPPORTED ORGANIZATION A QUALIFIED CHARITY MUST MEET BOTH OF THE FOLLOWING REQUIREMENTS: THE QUALIFIED CHARITY MUST OWN A LOT ON THE LAKIN CAMPUS AND THE QUALIFIED CHARITY MUST OPERATE A FACILITY ON THE LOT WHICH PROVIDES ON-SITE, CHARITABLE HUMAN SERVICES TO THE PUBLIC. THE QUALIFIED CHARITY WILL CEASE TO BE A SUPPORTED ORGANIZATION IF IT DOES NOT MEET THESE REQUIREMENTS. HOW THE ACTION WAS ACCOMPLISHED: THE BYLAWS OF THE ORGANIZATION HAVE BEEN AMENDED TO REMOVE THE AMERICAN NATIONAL RED CROSS AS A SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2094031 56458 58121 82458 1500 2124652 2033562 55000 58419 50000 2950 2094031 2012677 55714 64508 95852 3485 2033562 2043224 73485 100796 3236 2012677 2069407 79524 100605 5102 2043224 0.00000 0.94130 0.05870 0 0 2000000 2000000 2000000 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED TO SUPPORT THE MAINTENANCE OF THE COMMON AREAS ON THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS THROUGH THE PAYMENT OF EXPENSES FOR MAINTENANCE, REPAIRS AND IMPROVEMENTS. FORM 990, PART VI, SECTION A, LINE 4 THE AMERICAN NATIONAL RED CROSS IS NO LONGER A PROPERTY OWNER ON THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS, AND IS THEREFORE NO LONGER A SUPPORTED ORGANIZATION OF THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS FOUNDATION. THE ORGANIZATION'S BY LAWS HAVE BEEN AMENDED TO REMOVE MENTION OF THE AMERICAN NATIONAL RED CROSS AS A SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PROVIDED TO THE ACCOUNTANT FOR THE ORGANIZATION FOR REVIEW. ANY CHANGES IDENTIFIED IN THE REVIEW WERE ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY DURING ORIENTATION. EXISTING BOARD MEMBERS ARE ASKED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY IN MARCH OF EACH YEAR AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 NO OFFICERS OR KEY EMPLOYEES WERE COMPENSATED DURING THE YEAR, THUS NO REVIEW PROCESS WAS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. LEGACY FAMILY CAMPUS INC 2101 SOUTH 42 STREET OMAHA NE 68105 680655758 COMMON AREA TITLE HOLDER OF THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS IA 501(C)(25) N/A N/A 0 HEARTLAND FAMILY SERVICE 1515 AVENUE J COUNCIL BLUFFS IA 51501 470390618 PROVIDE CHARITABLE HUMAN SERVICES TO THE GENERAL PUBLIC NE 501(C)(3) LINE 7 N/A 0 SALVATION ARMY 715 NORTH 16TH STREET COUNCIL BLUFFS IA 51501 362167910 PROVIDE CHARITABLE HUMAN SERVICES TO THE GENERAL PUBLIC IA 501(C)(3) LINE 1 N/A 0 BOYS & GIRLS CLUBS OF THE MIDLANDS 815 NORTH 16TH STREET COUNCIL BLUFFS IA 51501 470467350 PROVIDE CHARITABLE HUMAN SERVICES TO THE GENERAL PUBLIC NE 501(C)(3) LINE 7 N/A 0 MICAH HOUSE CORPORATION 1415 AVENUE J COUNCIL BLUFFS IA 51501 421292393 PROVIDE CHARITABLE HUMAN SERVICES TO THE GENERAL PUBLIC IA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 LEGACY FAMILY CAMPUS INC P 474538 CASH TRANSFER FORM 990, SCHEDULE R, PART II AND PART V, QUESTION 2: THE FOUNDATION IS A SUPPORTING ORGANIZATION OF FOUR ORGANIZATIONS (HEARTLAND FAMILY SERVICE, BOYS AND GIRLS CLUBS OF THE MIDLANDS, THE SALVATION ARMY AND MICAH HOUSE) IN RELATION TO THEIR OPERATIONS ON THE CHARLES E. LAKIN HUMAN SERVICES CAMPUS AND THEIR PROGRAMS PROVIDING CHARITABLE HUMAN SERVICES TO THE GENERAL PUBLIC AT THE CAMPUS. THE FOUNDATION MAY MAKE DISBURSEMENTS DIRECTLY TO OR REIMBURSE THE COSTS OF THE SUPPORTED ORGANIZATIONS' SHARE OF ROUTINE ADMINISTRATION, MAINTENANCE, REPAIRS AND IMPROVEMENTS OF THE COMMON AREAS OF THE CAMPUS; PAY FOR MAJOR REPAIRS AND IMPROVEMENTS TO THE COMMON AREAS OF THE CAMPUS; OR DISTRIBUTE FUNDS EQUALLY FOR REPAIR AND REFURBISHMENT OF THE SUPPORTED ORGANIZATIONS' FACILITIES ON THE CAMPUS. A SEPARATE, NOT-FOR-PROFIT ENTITY, LEGACY FAMILY CAMPUS, INC. HOLDS TITLE TO THE COMMON CAMPUS REAL PROPERTY AND ASSOCIATED MAINTENANCE COSTS ARE ALLOCATED BETWEEN THE FOUR ORGANZATIONS OPERATING ON THE CAMPUS. AS CONSIDERED NECESSARY, MONEY IS DISBURSED DIRECTLY TO LEGACY FAMILY CAMPUS, INC. BY THE FOUNDATION ON BEHALF OF ITS FOUR SUPPORTED ORGANIZATIONS TO HELP PAY FOR THE ROUTINE MAINTENANCE OF THE COMMON AREA OF THE CAMPUS.