2026-03-03T13:54:20-06:00 2025-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2024-07-01 470825033 NEW CASSEL FOUNDATION NEWC 4023932277 900 N 90TH STREET OMAHA NE 68114 TRACY LICHTI PRESIDENT & CEO 4023932277 2026-03-03 1 1 MEGAN L KOZIOL CPA P01544037 4023302660 2026-03-02 2024 2025-03-06 01:10:19Z TRACY LICHTI 900 N 90TH STREET OMAHA NE 68114 2574361 0 X NEWCASSEL.ORG X 1999 NE FUNDRAISING FOR NEW CASSEL, INC. 11 9 0 18 3354 2252 380421 1253387 0 0 121278 124954 4279 4125 505978 1382466 1136888 411620 0 0 137607 155340 0 0 0 38319 32441 1312814 599401 -806836 783065 3886355 4947228 33830 40415 3852525 4906813 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 582105 411620 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. 582105 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHAEL ALMOND 4023905305 900 N 90TH STREET OMAHA NE 68114 TRACY LICHTI SECRETARY 1.00 40.00 X X 0 156579 6467 CINDY PETRICH PRESIDENT 32.00 0.00 X X 0 91969 3860 DAN WIEBERG CHAIR 1.00 0.00 X X 0 0 0 MIKE EBELING VICE-CHAIR 1.00 0.00 X X 0 0 0 RYAN AMES TREASURER 1.00 0.00 X 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 MARK KRESL TRUSTEE 1.00 0.00 X 0 0 0 DAN PAPE TRUSTEE 1.00 0.00 X 0 0 0 CHERI MUNDT TRUSTEE 1.00 0.00 X 0 0 0 PAUL SMITH TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL ALMOND CFO - NCI 1.00 40.00 X 0 73646 8628 0 322194 18955 0 0 1 0 0 115947 1137440 1253387 128485 128485 1174965 1178496 -3531 -3531 -3531 5100 115947 4329 771 771 12424 9070 3354 3354 1382466 0 3354 125725 411620 411620 126565 126565 28775 28775 866 866 16430 16430 4080 4080 1120 1120 2058 2058 7887 7887 599401 582105 17296 0 83981 68090 339039 1165601 13933 13494 3449402 3700043 3886355 4947228 33830 40415 33830 40415 X 2570710 2778198 1281815 2128615 3852525 4906813 3886355 4947228 783065 271223 0 X X 0 1 X 1 0 X 1330884 998664 1055733 380421 1253387 5019089 1330884 998664 1055733 380421 1253387 5019089 3302668 1716421 51838 56036 61786 88345 128485 386490 3537 9073 4279 3354 20243 66518 771 67289 5493111 0.31250 0.30460 X TO MAINTAIN CONTINUOUS SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, GOVERNMENTAL UNITS, OR OTHER PUBLIC CHARITIES THE ORGANIZATION HOLDS A FUNDRAISER ONCE A YEAR THAT THE PUBLIC IS INVITED TO AND SENDS OUT MASS MAILINGS TO SOLICIT DONATIONS. THE ORGANIZATION REACHES OUT TO ANY PUBLIC CHARITIES FOR GRANT ASSISTANCE THROUGHOUT THE YEAR.TYPICAL SOURCES OF SUPPORT INCLUDE THE FOLLOWING: DR. WAYNE AND EILEEN RYAN FUND, ANNE T. WEAVER FOUNDATION, C L WERNER FOUNDATION, DF DILLON FOUNDATION, WEBSTER FAMILY FOUNDATION, VARIOUS DONORS FROM THE CHRISTMAS APPEAL, SECRET ST. NICHOLAS PROGRAM, OPERATIONAL FUNDS FROM MAPA, DHHS LEARNING GRANTS, VARIOUS DONORS FOR THE ANNUAL FUND, NEW CASSEL STAFF EMERGENCY FUND SILENT AUCTION, THE FUNDERS DURING THE FUNDRAISING DINNER, SALES FROM NEW CASSEL HONEY, MEMORIALS OF DECEASED PATIENTS, CHAPEL DONATIONS, GRANT REQUESTS AND SPECIFIC ASK ITEMS SUCH AS US FLAGS.THE BOARD OF TRUSTEES FOCUSES ON THE EXPERTISE OF RUNNING A FOUNDATION AND RAISING FUNDS WHEN PULLING FROM THE PUBLIC FOR NEW BOARD MEMBERS. WE CONCENTRATE ON TRUSTEES WHO ARE FINANCIAL LEADERS, LAWYERS, MARKETING EXPERTS, CATHOLIC SISTERS OR PRIESTS, DEVELOPMENT EXPERTS, AND LEADERS IN THE COMMUNITY WITH CONNECTIONS.THE ORGANIZATION ALLOWS RESIDENTS, FAMILY AND FRIENDS TO USE THEIR FACILITY WHENEVER THEY NEED BASED ON AVAILABILITY. ALSO, IF AVAILABLE, THE ORGANIZATION ALLOWS THE AUDITORIUM TO BE USED BY THE PUBLIC. IN THE PAST, THE FACILITY HAS BEEN UTILIZED FOR VOTING PURPOSES, AND THEY PLAN TO CONTINUE THIS IN THE FUTURE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1848268 20200 379474 72000 2175942 1649720 28382 370422 200256 1848268 1427076 54162 273510 105028 1649720 2068975 83134 -454297 250060 20676 2068975 2390995 191807 866682 1366027 14482 2068975 0.47260 0.00000 0.52740 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, 2025 AND 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. SPIRIT OF ST. FRANCIS DINNER 121047 115947 5100 2400 419 1510 121047 115947 5100 2400 419 1510 4329 771 1 NEW CASSEL INC 900 NORTH 90TH STREET OMAHA NE 68114 470548913 501(C)(3) 411620 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. 0 0 0 0 0 0 0 0 0 TRACY LICHTI SECRETARY 0 156231 0 0 0 348 0 6263 0 204 0 163046 0 0 PART I, LINE 3 COMPENSATION FOR TRACY LICHTI, TOP MANAGEMENT OFFICIAL, IS PAID BY NEW CASSEL, INC., A RELATED ORGANIZATION. THE FOLLOWING ARE USED BY THE RELATED ORGANIZATION TO ESTABLISH COMPENSATION: COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. 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 6 NEW CASSEL, INC. IS THE SOLE CORPORATE MEMBER OF THE FOUNDATION. 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 BOARD OF DIRECTORS OF NEW CASSEL INC., THE SOLE MEMBER, 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 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0