2024-01-22T10:47:30-06:00 2023-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2022-07-01 470825033 NEW CASSEL FOUNDATION NEWC 4023932277 900 N 90TH STREET OMAHA NE 68114 TRACY LICHTI PRESIDENT & CEO 4023932277 2024-01-16 1 TRACY LICHTI 999009999 1 MEGAN L KOZIOL CPA P01544037 4023302660 2024-01-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRACY LICHTI 900 N 90TH STREET OMAHA NE 68114 3757169 0 X NEWCASSEL.ORG X 1999 NE FUNDRAISING FOR NEW CASSEL, INC. 12 10 0 17 -455 0 998664 1055733 0 0 162934 340196 1650 66063 1163248 1461992 723046 884553 0 0 138235 112940 0 0 0 45194 82088 906475 1079581 256773 382411 4097266 4430916 31796 35655 4065470 4395261 THE NEW CASSEL FOUNDATION PROVIDES FINANCIAL AND PUBLIC RELATIONS SUPPORT FOR THE MISSION, MINISTRY, PROGRAMS AND SERVICES OF NEW CASSEL RETIREMENT CENTER AND THE FRANCISCAN CENTRE. IT IS ACCOUNTABLE TO THE BOARD OF DIRECTORS OF NEW CASSEL, INC. 0 0 1062138 884553 NEW CASSEL FOUNDATION RAISES FUNDS TO SUPPORT THE TOTAL WELLNESS OF THE AGING PERSON AT NEW CASSEL INC. FUNDS SUPPORT FINANCIAL ASSISTANCE, COMMUNITY EDUCATION, SPIRITUAL PROGRAMS, AND FUTURE CARE FOR THE ELDERLY AT NEW CASSEL INC., A NONPROFIT ORGANIZATION. PROGRAMS AND SERVICES INCLUDE: HOUSING, SOCIAL SERVICES, EDUCATIONAL OPPORTUNITIES, SPIRITUAL RENEWAL, ADULT DAY SERVICES, HEALTH CLINIC AND IN-HOME NON-MEDICAL SERVICES. 1062138 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 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 1 1 0 0 0 0 0 0 X 12 10 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ALAN HARDT 4023905305 900 N 90TH STREET OMAHA NE 68114 TRACY LICHTI SECRETARY 1.00 40.00 X X 0 145438 3113 CINDY PETRICH PRESIDENT 32.00 0.00 X X 0 82757 3204 DAN WIEBERG CHAIR 1.00 0.00 X X 0 0 0 RYAN AMES TREASURER 1.00 0.00 X X 0 0 0 MIKE EBELING VICE-CHAIR 1.00 0.00 X X 0 0 0 SR JOAN WAGEMAN TRUSTEE (THRU 1/2023) 1.00 0.00 X 0 0 0 SR MARY ANN SCHMIEDING TRUSTEE 1.00 0.00 X 0 0 0 JAMES AMBROSE TRUSTEE 1.00 0.00 X 0 0 0 TRENT BAUSCH TRUSTEE (THRU 4/2023) 1.00 0.00 X 0 0 0 MARK KRESL TRUSTEE 1.00 0.00 X 0 0 0 JIM SMITH TRUSTEE 1.00 0.00 X 0 0 0 DAN PAPE TRUSTEE 1.00 0.00 X 0 0 0 SHERRY MUNDT TRUSTEE 1.00 0.00 X 0 0 0 PAUL SMITH TRUSTEE 1.00 0.00 X 0 0 0 0 228195 6317 0 0 0 0 0 37015 1018718 1055733 61786 61786 2552033 2273623 278410 278410 278410 71279 37015 4761 66518 66518 16338 16793 -455 -455 1461992 0 -455 406714 884553 884553 90625 90625 22315 22315 3100 3100 14066 14066 1670 1670 6760 6760 6119 6119 277 277 EXCISE TAX EXPENSE 2034 2034 48062 48062 1079581 1062138 17443 0 959946 1095179 266820 99661 18585 12947 2851915 3223129 4097266 4430916 31796 35655 31796 35655 X 2295486 2495020 1769984 1900241 4065470 4395261 4097266 4430916 382411 -52620 0 X X 0 1 X 1 0 X 450186 749669 1330884 998664 1055733 4585136 450186 749669 1330884 998664 1055733 4585136 2953730 1631406 76024 73106 51838 56036 61786 318790 949 10288 3537 9073 0 23847 36238 26303 66518 129059 5056832 0.32260 0.40550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1427076 54162 273510 105028 1649720 2068975 83134 -454297 250060 20676 2068975 2390995 191807 866682 1366027 14482 2068975 2844542 818929 131426 1391315 12587 2390995 2919214 303330 118189 485869 10322 2844542 0.55960 0.00000 0.44040 0 0 0 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR THE PURPOSE OF PROVIDING SERVICES AND FACILITIES RELATED TO CHARITY CARE AND SPIRITUAL CARE FOR THE RESIDENTS OF NEW CASSEL INC, A RELATED ORGANIZATION. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2023 AND 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. SPIRIT OF ST FRANCIS 108294 37015 71279 3234 375 1152 108294 37015 71279 3234 375 1152 4761 66518 1 NEW CASSEL INC 900 NORTH 90TH STREET OMAHA NE 68114 470548913 501(C)(3) 884553 0 CASH TO SUPPORT OPERATIONS 1 0 PART I, LINE 2: NEW CASSEL FOUNDATION PROVIDES FUNDS TO NEW CASSEL, INC., A RELATED ENTITY. THE FUNDS ARE UTILIZED FOR ASSET PURCHASES AND OPERATIONS. FORM 990, PART VI, SECTION A, LINE 1A EACH COMMITTEE SHALL TRANSACT SUCH BUSINESS, PERFORM SUCH DUTIES AND EXERCISE SUCH AUTHORITY AS MAY BE DIRECTED OR DELEGATED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE CHARGED WITH CONDUCTING THE BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF TRUSTEES OF THE CORPORATION WITHIN THE POLICIES ESTABLISHED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED AND RESTATED TO REFLECT SCHOOL SISTERS OF SAINT FRANCIS DISSOLVING THEIR SPONSORSHIP OF NEW CASSEL, INC., A RELATED ENTITY, EFFECTIVE DECEMBER 31, 2022. FORM 990, PART VI, SECTION A, LINE 6 NEW CASSEL, INC. IS THE SOLE CORPORATE MEMBER OF THE FOUNDATION AND IS SPONSORED BY THE SCHOOL SISTERS OF SAINT FRANCIS, MILWAUKEE, WISCONSIN (THIS SPONSORSHIP WAS DISSOLVED DURING FY23). FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATE MEMBER OF THE FOUNDATION MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF NEW CASSEL, INC., THE SOLE MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO OF NEW CASSEL, INC., TREASURER OF NEW CASSEL, INC., AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND BOARD OF NEW CASSEL, INC. REVIEW THE FORM 990. THE FINANCE COMMITTEE APPROVES THE FORM 990, AND A COPY OF THE 990 IS DISTRIBUTED TO BOTH BOARDS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, KEY EMPLOYEE, AND COMMITTEE MEMBER, UPON SUCH ELECTION OR APPOINTMENT AND ANNUALLY THEREAFTER, SHALL SIGN A STATEMENT WHICH DISCLOSES POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. ANY INTERESTED PERSON HAVING A CONFLICT OF INTEREST IN ANY MATTER SHOULD NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER. IN ADDITION, THE FOLLOWING ADDITIONAL STEPS MAY BE TAKEN, AT THE DISCRETION OF THE BOARD OR COMMITTEE: A. THE INTERESTED PERSON MAY BE REQUIRED TO LEAVE THE MEETING FOR THE GENERAL DISCUSSION OF THE MATTER AND THE BOARD OR COMMITTEE VOTE; AND/OR B. A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION. THE FOREGOING REQUIREMENTS SHOULD NOT BE CONSTRUED AS PREVENTING AN INTERESTED PERSON FROM BRIEFLY STATING HIS OR HER POSITION ON THE MATTER, NOR FROM ANSWERING PERTINENT QUESTIONS OF OTHER MEMBERS AT THE MEETING SINCE HIS OR HER KNOWLEDGE MAY BE OF ASSISTANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THE CORPORATE MEMBER OF NEW CASSEL INC. ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NEW CASSEL INC 900 NORTH 90TH STREET OMAHA NE 68114 470548913 RETIREMENT CENTER NE 501(C)(3) LINE 10 N/A 0 SCHOOL SISTERS OF ST FRANCIS 1501 SOUTH LAYTON BOULEVARD MILWAUKEE WI 53215 390806266 CHURCH WI 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0