2025-12-09T23:59:13-06:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 421152638 JESSE COSBY NEIGHBORHOOD CENTER INC JESS 3192341793 1112 MOBILE STREET WATERLOO IA 50703 DEBRA HODGES-HARMON EXECUTIVE DIRECTOR 3192341793 2025-12-08 1 0 MICHELLE HEKEL P01440878 3192346885 2025-12-08 2024 2025-03-06 01:10:19Z DEBRA HODGES-HARMON 1112 MOBILE STREET WATERLOO IA 50703 325819 0 X WWW.JESSECOSBY.ORG X 1966 IA TO PROVIDE COMMUNITY BASED AND CULTURALLY COMPETENT SERVICES TO THOSE IN NEED OF ASSISTANCE. 15 15 13 26 0 0 384948 314498 0 0 243 0 33964 2447 419155 316945 24375 14821 0 0 145975 194359 0 0 32299 213636 186266 383986 395446 35169 -78501 256195 215012 2600 39918 253595 175094 THE ORGANIZATION IS DEDICATED TO KEEPING AND ENHANCING THE QUALITY OF LIFE FOR ITS NEIGHBORHOOD FAMILIES THROUGH SERVICES, STEWARDSHIP OF RESOURCES AND SHARED RESPONSIBILITY. 0 0 182351 THE SENIOR CENTER PROGRAM PROVIDES A VARIETY OF PROGRAMS TO SENIOR CITIZENS, INCLUDING WEEKLY EXERCISE CLASSES AND CONGREGATE MEALS, TECHNOLOGY CLASSES, BINGO, KARAOKE, AND OTHER GROUP ACTIVITIES, COMMUNITY OUTINGS, MEDICATION SAFETY PROGRAMS, AND MEDICARE/MEDICAID UPDATES. DURING THE YEAR ENDED JUNE 30, 2025, MEALS WERE SERVED TO 3,500 SENIORS. 119973 14821 THE CRISIS MANAGEMENT PROGRAMS PROVIDED ENERGY AND RENT ASSISTANCE FOR NEEDY MEMBERS AS WELL AS OTHER OUTREACH PROGRAMS AND SERVICES. DURING THE YEAR ENDED JUNE 30, 2025 CRISIS MANAGEMENT SERVICES PROCESSED 978 APPLICATIONS. 302324 1 1 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 3192341793 1112 MOBILE STREET WATERLOO IA 50703 BEVERLY COSBY PRESIDENT 0.30 X X 0 0 0 SAUL AUSTIN TREASURER 0.30 X X 0 0 0 ANN CLAYTON MCINTOSH SECRETARY 0.30 X X 0 0 0 DAN HOLM JR DIRECTOR 0.30 X 0 0 0 REV CHARLES LANE DIRECTOR 0.30 X 0 0 0 PASTOR CHAD EDWARDS DIRECTOR 0.30 X 0 0 0 HERSTINE FERGUSON DIRECTOR 0.30 X 0 0 0 CAROLINE LOVELESS DIRECTOR 0.30 X 0 0 0 CHARLES A WRIGHT INTERIM PRESIDENT 0.30 X X 0 0 0 SHERITA JENKINS DIRECTOR 0.30 X 0 0 0 SHERRI JONES DIRECTOR 0.30 X 0 0 0 REV CHARLES DANIEL DIRECTOR 0.30 X 0 0 0 REV CORY HOLMES DIRECTOR 0.30 X 0 0 0 BONITA CUNNINGHAM DIRECTOR 0.30 X 0 0 0 TERRI SMITH DIRECTOR 0.30 X 0 0 0 GINGER SHIRLEY DIRECTOR (END AUG 2024) 0.30 X 0 0 0 JENNIFER ONUIGBO DIRECTOR (END DEC 2024) 0.30 X 0 0 0 DEBRA HODGES-HARMON EXECUTIVE DIRECTOR 40.00 X 62315 0 0 62315 0 0 0 0 0 0 0 5256 44480 264762 79526 314498 2000 0 2000 2000 2000 5860 5256 8874 -3014 -3014 3461 3461 3461 316945 3461 0 -1014 152 152 14669 14669 58152 46522 5815 5815 122463 97969 12247 12247 435 347 44 44 13309 10647 1331 1331 12048 2410 9638 11660 2332 9328 16718 10032 3343 3343 255 229 26 22072 12764 9308 1556 622 156 778 7593 6454 1139 16603 9962 6641 MATERIAL AND FOOD PRODU 80051 80051 MEALS AND ENTERTAINMENT 389 233 78 78 17321 6929 1729 8663 395446 302324 60823 32299 153281 119687 67058 67059 178874 150608 35856 28266 256195 215012 1822 38421 778 1497 2600 39918 X 253595 175094 253595 175094 256195 215012 -78501 0 X 0 0 0 X 575270 393689 521115 384948 314498 2189520 575270 393689 521115 384948 314498 2189520 354609 1834911 66 63 30 243 2000 2402 0 2689 0 0 0 2689 15460 35095 3461 54016 2248627 0.81600 0.82930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 15,460. 2023 AMOUNT: $ 35,095. 2024 AMOUNT: $ 3,461. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9629 9629 127190 113924 13266 42055 36684 5371 28266 1 RENT AND HOUSING ASSISTANCE 27 14669 PART I, LINE 2: TO BE ELIGIBLE FOR ASSISTANCE, THE APPLICANT MUST BE A RESIDENT OF BLACK HAWK COUNTY, IOWA AND AFFIRMATIVELY STATE THAT THEY HAVE ZERO INCOME, HAVE OR ARE APPLYING FOR FOOD STAMPS, AND IS REGISTERED FOR EMPLOYMENT WITH JOB SERVICE OF IOWA. APPLICATIONS ARE CONSIDERED ON BASIS/REASON FOR NEED AND INABILITY TO SECURE BASIC NECESSITIES OF LIFE WITHOUT ASSISTANCE. ASSISTANCE IS PROVIDED ONLY ONCE PER MONTH WITH A MAXIMUM OF THREE TIMES DURING ONE FISCAL YEAR. INCOME QUALIFICATIONS ARE BASED ON A TABLE WITH CRISIS ASSISTANCE AVAILABLE ON AN AS NEEDED BASIS. THE AGENCY KEEPS CLIENT, FINANCIAL, STATISTICAL, AND ADMINISTRATIVE RECORDS DEEMED NECESSARY BY THE COUNTY FOR AT LEAST FIVE YEARS. ALL SUCH INFORMATION IS READILY ACCESSIBLE FOR EXAMINATION BY THE COUNTY. X 3120 79526 COST 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS IS BASED ON THE NUMBER OF MEALS DONATED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS A DRAFT VERSION OF FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY, THE EXECUTIVE DIRECTOR TRANSMITS TO ALL EMPLOYEES AND BOARD MEMBERS A LETTER INQUIRING WHETHER ANY MEMBER OR EMPLOYEE IS INVOLVED IN A CONFLICT OF INTEREST SITUATION OR TRANSACTION. ANY SUCH CONFLICT OF INTEREST IS REVIEWED BY THE EXECUTIVE COMMITTEE WHICH RECOMMENDS A COURSE OF ACTION TO THE BOARD OF DIRECTORS. THE BOARD THEN TAKES A VOTE TO DETERMINE THE APPROPRIATE ACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS PERFORMS AN ANNUAL EVALUATION OF PERFORMANCE. THE SALARY AND ADJUSTMENTS ARE BASED ON MERIT AND AVAILABILITY OF FUNDS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).