2024-06-18T12:41:45-05:00 2022-06-30 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2021-07-01 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 DANIEL SWEENEY JD LLM P02009973 4024968800 2024-06-04 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOELLEN BUERCKLEY 508 N COURT ST CARROLL IA 51401 2369444 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. 5 5 19 0 0 0 0 9634 437838 2359810 0 0 0 0 437838 2369444 0 0 0 0 158767 878948 0 0 0 311809 1337596 470576 2216544 -32738 152900 51318 153311 84057 33150 -32739 120161 TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS WITH DISABILITIES IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES. 0 0 2137996 2359810 PROVIDE DISABILITY SERVICES TO INDIVIDUALS ON THE INTELLECTUAL DISABILITY, BRAIN INJURY, HEALTH DISABILITY, PHYSICAL DISABILITY WAIVERS AS WELL AS HABILITATION WAIVER. 2137996 1 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 1 25 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JOELLEN BUERCKLEY 7127752726 508 N COURT ST CARROLL IA 51401 SUE BEHRENS 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 JEREMY BENNETT DIRECTOR 1.00 X 0 0 0 ERIC WOLLESEN DIRECTOR 1.00 X 0 0 0 JOELLEN BUERCKLEY EXECUTIVE DIRECTOR (AS OF MARCH, 2022) 40.00 X 20708 0 0 LOUANN MOWREY EXECUTIVE DIRECTOR (THRU MARCH, 2022) 40.00 X 15251 0 0 35959 0 0 0 0 0 0 0 9634 9634 DISABILITY HABILITATIO 621610 2359810 2359810 2359810 2369444 2359810 0 0 59186 59186 758332 758332 61430 61430 47283 47283 6525 6525 20401 20401 6678 6678 12684 12684 11130 11130 44076 44076 CONTRACT SERVICE PROVID 1014674 1014674 HOST HOME EXPENSES 101841 101841 AUTO 17000 17000 DUES AND SUBSCRIPTIONS 16449 16449 38855 37242 1613 2216544 2137996 78548 0 51318 153311 51318 153311 73000 11057 33150 84057 33150 X 0 0 0 0 -32739 120161 -32739 120161 51318 153311 152900 0 X 0 0 0 X 9634 9634 437838 2359810 2797648 437838 2369444 2807282 0 0 0 2807282 437838 2369444 2807282 X PART III, SHORT YEAR EXPLANATION: THE PRIOR YEAR RETURN WAS A SHORT YEAR RETURN DUE TO THE ENTITY'S START DATE BEING 05/20/2021. 0 PAYROLL LIABILITIES 33150 33150 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