2024-06-18T12:41:26-05:00 2023-06-30 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2022-07-01 871537128 CARING HEARTS OF WEST CENTRAL IOWA CARI 7127752726 508 N COURT ST CARROLL IA 51401 JOELLEN BUERCKLEY EXECUTIVE DIRECTOR 7127752726 2024-06-12 1 JOELLEN BUERCKLEY 999009999 0 DANIEL SWEENEY JD LLM P02009973 4024968800 2024-06-04 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOELLEN BUERCKLEY 508 N COURT ST CARROLL IA 51401 3164346 0 X CARINGHEARTSWCIA.COM X 2021 IA CARING HEART'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS WITH DISABILITIES IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES. 6 6 43 0 0 0 9634 15080 2359810 3149266 0 0 0 -2083 2369444 3162263 0 600 0 0 878948 1268857 0 0 0 1337596 1993046 2216544 3262503 152900 -100240 153311 67215 33150 47294 120161 19921 TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS WITH DISABILITIES IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES. 0 0 3165776 600 3149266 PROVIDE DISABILITY SERVICES TO INDIVIDUALS ON THE INTELLECTUAL DISABILITY, BRAIN INJURY, HEALTH DISABILITY, PHYSICAL DISABILITY WAIVERS AS WELL AS HABILITATION WAIVER. 3165776 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 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 1 59 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JOELLEN BUERCKLEY 7127552726 508 N COURT ST CARROLL IA 51401 SUE BEHRENS DIRECTOR 1.00 X 0 0 0 DOUG BASS DIRECTOR 1.00 X 0 0 0 SHAWNA MCGOWIN DIRECTOR 1.00 X 0 0 0 CORY HEIMAN DIRECTOR 1.00 X 0 0 0 ERIC WOLLESEN DIRECTOR 1.00 X 0 0 0 JEREMY BENNETT DIRECTOR 1.00 X 0 0 0 JOELLEN BUERCKLEY EXECUTIVE DIRECTOR 40.00 X 84374 0 7604 84374 0 7604 0 0 0 0 0 15080 15080 DISABILITY HABILITATIO 621610 3149266 3149266 3149266 0 15080 2083 -2083 -2083 3162263 3149266 0 -2083 600 600 118927 118927 973491 973491 85007 85007 91432 91432 8206 8206 6954 6954 31893 31893 48530 48530 68250 68250 11594 11594 35122 35122 HOST HOME EXPENSES 1210615 1210615 RESPITE 198985 198985 CERTIFIED DRUG & ALCOHO 126255 126255 SUPPORTED COMMUNITY LIV 85838 85838 160804 127767 33037 3262503 3165776 96727 0 153311 62215 0 5000 153311 67215 33150 47294 33150 47294 X 0 0 0 0 120161 19921 120161 19921 153311 67215 -100240 0 X 0 0 0 X 9634 15080 24714 437838 2359810 3149266 5946914 437838 2369444 3164346 5971628 0 0 0 5971628 437838 2369444 3164346 5971628 X PART III, SHORT YEAR EXPLANATION: THE 2020 RETURN WAS A SHORT YEAR RETURN DUE TO THE ENTITY'S START DATE BEING 05/20/2021. 0 PAYROLL ASSET 5000 5000 PAYROLL LIABILITIES 47294 47294 HOLIDAY HOOPLA 15080 15080 2083 15080 15080 2083 2083 -2083 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ANY DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL SIGN A STATEMENT AFFIRIMING SUCH PERSON: 1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY 2) HAS READ AND UNDERSTANDS THE POLICY 3) HAS AGREED TO COMPLY WITH THE POLICY, AND 4) UNDERSTANDS THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DETERMINES WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. WHEN CONDUCTING PERIODIC REVIEWS, THE ORGANIZATION MAY USE OUTSIDE ADVISORS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST