2024-11-12T10:16:37-06:00 2023-12-31 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2023-01-01 203035695 MOTHER THEODORE CORPORATION IV MOTH 8122325083 711 OHIO STREET TERRE HAUTE IN 47807 DAVID L BONNETT PRESIDENT 8122325083 2024-11-07 1 0 BRITTANY PHILLIPS P01083761 3178485700 2023 2024-10-15 13:58:12Z DAVID L BONNETT 711 OHIO STREET TERRE HAUTE IN 47807 521203 0 X N/A X 2005 IN MOTHER THEODORE CORPORATION IV IS A NOT-FOR-PROFIT CORPORATION FORMED IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES OF THE STATE OF INDIANA. THE CORPORATION WAS FORMED FOR THE PURPOSE OF OPERATING A 16 UNIT 32 RESIDENT CONGREGATE LIVING APARTMENT PROJECT, PROVIDING LOW INCOME HOUSING INCLUDING PROVISION OF MEALS AND SOCIAL ACTIVITIES FOR ELDERLY AND PHYSICALLY HANDICAPPED INDIVIDUALS. THE CORPORATION ALSO OPERATES 16 ADDITIONAL SINGLE FAMILY DWELLINGS THAT PROVIDE LOW INCOME HOUSING. THIS PROJECT IS OPERATED IN CONJUNCTION WITH THE CITY OF TERRE HAUTE DEPARTMENT OF REDEVELOPMENT. 8 8 0 0 0 0 63104 60816 423461 457419 26 28 7549 2940 494140 521203 0 0 0 0 0 0 0 0 0 467865 461821 467865 461821 26275 59382 987929 1046077 38854 37620 949075 1008457 X MOTHER THEODORE CORPORATION IV IS A NOT-FOR-PROFIT CORPORATION FORMED IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES OF THE STATE OF INDIANA. THE CORPORATION WAS FORMED FOR THE PURPOSE OF OPERATING A 16 UNIT 32 RESIDENT CONGREGATE LIVING APARTMENT PROJECT, PROVIDING LOW INCOME HOUSING INCLUDING PROVISION OF MEALS AND SOCIAL ACTIVITIES FOR ELDERLY AND PHYSICALLY HANDICAPPED INDIVIDUALS. THE CORPORATION ALSO OPERATES 16 ADDITIONAL SINGLE FAMILY DWELLINGS THAT PROVIDE LOW INCOME HOUSING. THIS PROJECT IS OPERATED IN CONJUNCTION WITH THE CITY OF TERRE HAUTE DEPARTMENT OF REDEVELOPMENT. 0 0 408347 457419 MOTHER THEODORE CORPORATION IV IS A NOT-FOR-PROFIT CORPORATION FORMED IN ACCORDANCE WITH THE NOT-FOR-PROFIT STATUTES OF THE STATE OF INDIANA. THE CORPORATION WAS FORMED FOR THE PURPOSE OF OPERATING A 16 UNIT 32 RESIDENT CONGREGATE LIVING APARTMENT PROJECT, PROVIDING LOW INCOME HOUSING INCLUDING PROVISION OF MEALS AND SOCIAL ACTIVITIES FOR ELDERLY AND PHYSICALLY HANDICAPPED INDIVIDUALS. THE CORPORATION ALSO OPERATES 16 ADDITIONAL SINGLE FAMILY DWELLINGS THAT PROVIDE LOW INCOME HOUSING. THIS PROJECT IS OPERATED IN CONJUNCTION WITH THE CITY OF TERRE HAUTE DEPARTMENT OF REDEVELOPMENT. 408347 1 1 0 0 0 0 0 0 0 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 IN X YVONNE AVARY PFISTER & COMPANY INC 8122325083 711 OHIO STREET TERRE HAUTE IN 47807 X X DAVID L BONNETT PRESIDENT 0.50 1.50 X X 0 0 0 ROBERT MURRAY VICE PRESIDENT 0.50 1.50 X X 0 0 0 DONNA BUSCH SECRETARY - TREASURER 0.50 1.50 X X 0 0 0 JOANIE KANIZER BOARD MEMBER 0.50 1.50 X 0 0 0 CANDY BARTON BOARD MEMBER 0.50 1.50 X 0 0 0 CHARLES WELKER BOARD MEMBER 0.50 1.50 X 0 0 0 RICHARD SHAGLEY II BOARD MEMBER 0.50 1.50 X 0 0 0 JEANNE CONLEY BOARD MEMBER 0.50 1.50 X 0 0 0 DUANE MILLER FORMER BOARD MEMBER 0.50 1.50 X 0 0 0 YVONNE AVARY ASSISTANT SECRETARY 0.50 1.50 X 0 0 0 0 0 0 0 0 0 0 0 48634 12182 60816 RENTAL INCOME 531110 457419 457419 457419 28 28 TENANT CHARGES 531110 2154 2154 OTHER REVENUE-MISC. 531110 775 775 LAUNDRY & VENDING 531110 11 11 2940 521203 457419 0 2968 26837 26837 2035 2035 14991 14991 802 802 8293 8293 236105 236105 516 516 45718 45718 MANAGEMENT COMPANY EMPL 121504 121504 BAD DEBTS 5020 5020 461821 408347 53474 0 190260 282357 2606 2510 17111 20873 1672446 952695 757491 719751 20461 20586 987929 1046077 4867 5501 13526 11533 20461 20586 38854 37620 X 949075 1008457 949075 1008457 987929 1046077 59382 0 X X 1 X 0 1 0 X 76529 67850 76243 63104 60816 344542 392960 410861 383289 423461 457419 2067990 469489 478711 459532 486565 518235 2412532 0 0 0 2412532 34 25 24 26 28 137 34 25 24 26 28 137 5769 1791 9386 7549 2940 27435 475292 480527 468942 494140 521203 2440104 0.98870 0.98700 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35419 35419 1577288 916790 660498 1550 836 714 58189 35069 23120 719751 TENANT SECURITY DEPOSITS 20586 20586 X PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED WITH THE APPLICABLE TAX AUTHORITY. FORM 990, PART VI, SECTION A, LINE 3 MOTHER THEODORE CORPORATION IV IS MANAGED BY PFISTER & COMPANY, INC., A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. PFISTER & COMPANY, INC. HAS A PROJECT OWNER'S AND MANAGEMENT AGENT'S CERTIFICATION FOR MULTIFAMILY HOUSING PROJECTS WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. UNDER THIS CERTIFICATION, HUD HAS APPROVED PFISTER & COMPANY, INC. TO MANAGE THE MOTHER THEODORE CORPORATION, IV APARTMENT COMMUNITY. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT. FORM 990, PART VI, SECTION B, LINE 11B THE OUTSIDE INDEPENDENT ACCOUNTANT FORWARDS A DRAFT OF FORM 990 TO THE MANAGEMENT COMPANY, WHICH IN TURN DISPERSES A COMPLETE COPY OF THE 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. UPON BOARD APPROVAL, THE BOARD PRESIDENT NOTIFIES THE MANAGEMENT COMPANY TO COMMUNICATE APPROVAL TO THE OUTSIDE ACCOUNTANT, WHICH ISSUES A FINAL RETURN FOR THE BOARD PRESIDENT TO SIGN AND FILE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE OFFICERS OR DIRECTORS (SEE PAGE 7, PART VII). IF THE ORGANIZATION REVISES THEIR POSITION ON COMPENSATION OF OFFICERS AND DIRECTORS, AN ADDITIONAL POLICY WILL BE DRAFTED AT THAT TIME. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART VII, SECTION LINE 1A, COLUMN B: ALL OF THE OFFICERS, DIRECTORS, AND EMPLOYEES LISTED IN PART VII, SECTION A PERFORM SIMILAR DUTIES AND HAVE SIMILAR RESPONSIBILITIES FOR RELATED ORGANIZATIONS AS THEY DO FOR THIS ORGANIZATION. THEIR TOTAL HOURS WORKED PER WEEK FOR THIS ORGANIZATION ARE SIMILAR TO THEIR HOURS WORKED FOR RELATED ORGANIZATIONS BOTH IN TERMS OF NUMBER OF HOURS AND TYPE OF WORK PERFORMED. FORM 990, PART XII, LINE 2C: THE MANAGEMENT COMPANY RECEIVES A COPY OF THE COMPILATION. PRIOR TO THE FINALIZATION OF THE COMPILATION, A COPY OF THE COMPILATION IS GIVEN TO THE OFFICERS FOR THEIR APPROVAL. ONCE THE OFFICERS HAVE FINALIZED THE COMPILATION, THEN ALL OF THE BOARD MEMBERS ARE GIVEN A FINAL COMPILATION COPY. THE MANAGEMENT COMPANY IS RELIED UPON TO REVIEW THE COMPILATION REPORT WITH THE APPROPRIATE OFFICERS OR THE FINANCE COMMITTEE, IF APPLICABLE. WHEN THE COMPILATION IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM. MOTHER THEODORE CORPORATION 711 OHIO STREET TERRE HAUTE IN 47807 351985001 PROVIDE LOW INCOME HOUSING IN 501(C)(3) LINE 11 0 MOTHER THEODORE CORPORATION II 711 OHIO STREET TERRE HAUTE IN 47807 300283483 PROVIDE LOW INCOME HOUSING IN 501(C)(3) LINE 11 0 MOTHER THEODORE CORPORATION III 711 OHIO STREET TERRE HAUTE IN 47807 202515059 PROVIDE LOW INCOME HOUSING IN 501(C)(3) LINE 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0