2025-11-17T17:23:13-06:00 2024-12-31 470574775 FRANKEL LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2024-01-01 454639407 CHARLES E LAKIN HUMAN SERVICES CAMPUS FOUNDATION CHAR 7124355380 1515 AVENUE J COUNCIL BLUFFS IA 51501 JOHN HOICH PRESIDENT 7124355380 2025-11-12 1 0 AMY SUGHROUE P01058335 4024969100 2024 2025-03-06 01:10:19Z JOHN HOICH 1515 AVENUE J COUNCIL BLUFFS IA 51501 11852007 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 2832486 10500509 0 0 21314 -79789 69677 118056 2923477 10538776 0 0 0 0 0 0 0 0 0 16187 348382 16187 348382 2907290 10190394 9487207 17389790 4144122 1856311 5343085 15533479 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 248455 96193 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. 248455 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 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 JOHN HOICH PRESIDENT 0.50 X X 0 0 0 MARY O'NEILL VICE PRESIDENT 0.50 X X 0 0 0 MELISSA CHRISTIANSEN SECRETARY/TREASURER 0.50 X X 0 0 0 THOMAS LINNELL DIRECTOR 0.50 X 0 0 0 ASHLEY FLATER DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 10500509 10500509 68375 68375 122643 4587 118056 118056 96193 21863 1160480 1308644 -148164 -148164 -148164 10538776 96193 0 -57926 3200 3200 96647 96647 TRANSFERS TO LEGACY FAM 248455 248455 MISCELLANEOUS 80 80 348382 248455 99927 0 41578 0 0 358500 15991646 96647 2000000 15894999 960395 1129737 6485234 6554 9487207 17389790 4144122 1856311 4144122 1856311 X 5343085 15533479 5343085 15533479 9487207 17389790 10190394 0 X 0 0 0 X X X 4 HEARTLAND FAMILY SERVICE 470390618 7 1 62114 0 BOYS AND GIRLS CLUB OF THE MIDLANDS 470467350 7 1 62114 0 THE SALVATION ARMY 362167910 1 1 62114 0 MICAH HOUSE CORPORATION 421292393 7 1 62113 0 4 248455 0 1 0 0 0 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 FOUR 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5343085 11265306 38267 345102 3280 16995040 2435795 2832486 90991 16187 5343085 2194610 180911 61742 1468 2435795 2140474 240030 60206 244000 2100 2194610 2124855 18599 58269 58549 2700 2140474 0.00000 0.93353 0.06647 0 0 738690 738690 15126613 94541 15032072 126343 2106 124237 15894999 NOTE PAYABLE 1856311 1856311 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 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 248455 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.