2025-11-18T12:43:54-06:00 2025-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2024-07-01 421431909 EVERGREEN TERRACE INC EVER 7122583251 2930 BELL AVENUE DES MOINES IA 50321 MARK WETZ PRESIDENT 7122583251 2025-11-18 1 1 JACOB A SOWERS P01712829 3178485700 2024 2025-03-06 01:10:19Z MARK WETZ 1601 MILITARY RD SIOUX CITY IA 51103 411455 0 X N/A X 1994 IA HOUSING FOR LOW INCOME ELDERLY 6 6 0 0 0 0 59708 132565 246106 272767 3441 1503 35903 4620 345158 411455 0 0 0 0 0 0 0 0 0 411491 407274 411491 407274 -66333 4181 1357059 1367661 3263527 3269948 -1906468 -1902287 HOUSING FOR LOW INCOME ELDERLY 0 0 291690 272767 EXPENSES INCURRED TO OPERATE A 55 UNIT APARMENT COMPLEX FOR THE ELDERLY, FINANCED BY CAPITAL ADVANCES INSURED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) UNDER SECTION 202 OF THE NATIONAL HOUSING ACT, AS AMENDED. TENANT RENT IS SUBSIDIZED BY SECTION 202 PRAC ASSISTANCE. PRAC IS SUBSIDIES PROVIDED TO ELIGIBLE RESIDENTS BY HUD TO ENABLE SUCH RESIDENTS TO LIVE IN SAFE, ADEQUATE HOUSING FACILITIES THEY COULD NOT OTHERWISE AFFORD. 291690 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 X DARWIN T LYNNER CO INC 5152438300 2930 BELL AVENUE DES MOINES IA 50321 X MARK WETZ PRESIDENT 1.00 X X 0 0 0 JEANIE HOHENSTEIN SECRETARY/TREASURER 0.00 X X 0 0 0 AMY BLOCH DIRECTOR 0.00 X 0 0 0 MATT SCOTT DIRECTOR 0.00 X 0 0 0 FR BRAD PELZEL DIRECTOR 0.00 X 0 0 0 BARB REDMOND DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 132565 132565 RENTAL INCOME 531110 272767 272767 272767 1503 1503 LAUNDRY AND VENDING 531110 2133 2133 TENANT CHARGES 531110 1449 1449 OTHER MISC REVENUE 531110 1038 1038 4620 411455 272767 0 6123 42128 42128 155 155 7565 7565 590 590 22042 22042 183993 183993 95380 95380 MANAGEMENT CO EMPLOYEE 53523 12317 41206 BAD DEBTS 1898 1898 407274 291690 115584 0 33463 8995 5832 3428 8086 8086 3796311 2540326 1194971 1255985 83977 53086 30730 38081 1357059 1367661 12023 12153 2744 7014 3228600 3248760 22181 3263527 3269948 X -1906468 -1902287 -1906468 -1902287 1357059 1367661 4181 0 X 0 1 X 1 1 1 X 8402 59708 132565 200675 213176 232268 229070 246106 272767 1193387 213176 232268 237472 305814 405332 1394062 0 0 0 1394062 523 496 2580 3441 1503 8543 523 496 2580 3441 1503 8543 3212 30408 16620 35903 4620 90763 216911 263172 256672 345158 411455 1493368 0.93350 0.92650 0.00570 0.00680 X SCHEDULE A, PART III, LINE 12 OTHER INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107445 107445 3491646 2409846 1081800 162076 95336 66740 35144 35144 0 1255985 SECURITY DEPOSITS 22181 22181 X 411455 0 411455 0 411455 407274 0 407274 0 407274 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 EVERGREEN TERRACE, INC. ENTERED INTO A MANAGEMENT AGREEMENT WITH DARWIN T. LYNNER CO, INC. (THE AGENT) EFFECTIVE NOVEMBER 1, 2023. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED AND SIGNED BY THE PRESIDENT OF THE BOARD BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A FORMAL REVIEW PROCESS WITH WRITTEN SUBSTANTIATION OF GOALS AND ACHIEVEMENTS WHICH DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICE IN SIOUX CITY, IOWA. HOLY SPIRIT RETIREMENT HOME 1701 W 25TH STREET SIOUX CITY IA 51103 426102778 RETIREMENT HOME IA 501(C)(3) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0