2026-02-24T15:12:30-06:00 2025-04-30 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2024-05-01 262620831 MISSION SQUARE INC C/O TRANSFORMING AGE MISS 4024310500 11606 NICHOLAS STREET 100 OMAHA NE 68154 GARY HUMBARGER TREASURER 4024310500 2026-02-24 1 0 DANIEL SWEENEY JD LLM P02009973 4024968800 2026-02-23 2024 2025-03-06 01:10:19Z 11606 NICHOLAS STREET 100 OMAHA NE 68154 2049351 0 X WWW.MISSION-SQUARE.COM X 2008 KS PROVIDE HOUSING AND OTHER FACILITIES FOR THE ELDERLY. 5 0 0 50 0 0 0 0 1931714 1990860 44595 58491 0 0 1976309 2049351 0 0 0 0 0 0 0 0 0 1718348 1764534 1718348 1764534 257961 284817 11875703 12006355 11677594 11523429 198109 482926 PROVIDE HOUSING AND OTHER FACILITIES FOR THE ELDERLY. 0 0 1664171 1990860 PROVIDE HOUSING AND OTHER FACILITIES FOR THE ELDERLY. 1664171 1 0 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 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 X TRANSFORMING AGE 4024310500 11606 NICHOLAS STREET OMAHA NE 68154 X GERALD SANDERSON TREASURER 5.00 X X 0 0 0 PATTY MOORE SECRETARY 5.00 X X 0 0 0 JOHN BUKATY PRESIDENT 5.00 X X 0 0 0 GARY HUMBARGER DIRECTOR 5.00 X 0 0 0 ANN WINFREY DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 GERONTOLOGICAL SERVICES 1980 112TH AVE SUITE 210 BELLEVUE WA 98004 MGMT FEES/LEASED EMP 448814 1 ELDERLY HOUSING INCOME 623990 1990860 1990860 1990860 58491 58491 2049351 1990860 0 58491 88074 88074 11039 11039 1250 1250 37515 37515 1095 1095 8598 8598 362558 362558 267942 267942 399538 399538 140233 140233 LEASED EMPLOYEE EXPENSE 354312 354312 MEALS EXPENSE 56352 56352 MISCELLANEOUS EXPENSE 29303 29303 TELEPHONE 6725 6725 1764534 1664171 100363 0 1289438 1722593 8334 8274 67489 69770 15662252 5456534 10510442 10205718 11875703 12006355 123488 479573 7014832 6671786 4539274 4372070 11677594 11523429 X 198109 482926 198109 482926 11875703 12006355 284817 0 X 0 1 X 0 0 X 52064 52064 1818823 1868261 1880029 1931714 1990860 9489687 1870887 1868261 1880029 1931714 1990860 9541751 136754 113508 129189 146060 167862 693373 544663 566611 585800 551211 544279 2792564 681417 680119 714989 697271 712141 3485937 6055814 8874 2895 7095 44595 58491 121950 8874 2895 7095 44595 58491 121950 1879761 1871156 1887124 1976309 2049351 9663701 0.62670 0.62600 0.01260 0.00720 X 683451 683451 14450141 5052599 9397542 46905 24988 21917 143929 113547 30382 337826 265400 72426 10205718 RESERVATION DEPOSITS 35200 DEFERRED RESIDENT ENTRANCE FEE 4336870 4372070 X 2049351 0 2049351 0 2049351 1764534 0 1764534 0 1764534 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DOES NOT PAY TAXES UNLESS THE ORGANIZATION BECOMES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT); THEREFORE, NO INCOME TAX PROVISION OR LIABILITY IS REFLECTED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB CODIFICATION TOPIC 740-10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. AS A RESULT OF THE ORGANIZATION BEING A NON-PROFIT CORPORATION, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN INCOME TAX POSITIONS TAKEN WHICH WOULD REQUIRE THE ORGANIZATION TO REFLECT A LIABILITY FOR UNRECOGNIZED TAX BENEFITS ON THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE APRIL 30, 2022. A CITY OF MISSION KANSAS 486077068 NONEAVAIL 2014-01-01 10000000 REFINANCE PREVIOUS BOND ISSUE 0 0 0 A 3705214 10000000 10000000 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 A 0 JOY HUMBARGER RESIDENT/OFC 28448 MEMBERSHIP FEES 0 GERALD SANDERSON RESIDENT/OFC 25354 MEMBERSHIP FEES 0 JOHN BUKATY RESIDENT/OFC 43384 MEMBERSHIP FEES 0 PATRICIA MOORE RESIDENT/OFC 30164 MEMBERSHIP FEES 0 WINFREY ANN D RESIDENT/OFC 40513 MEMBERSHIP FEES 0 FORM 990, PART IV, LINE 28A BOARD MEMBERS ARE ALSO RESIDENTS OF THE FACILITY. THUS, THE ORGANIZATION HAS ISSUED RIGHTS TO UNITS TO BOARD MEMBERS. BOARD MEMBERS/RESIDENTS PAY AN INITIAL MEMBERSHIP FEE AND A MONTHLY SERVICE FEE AT THE SAME RATE AS ALL OTHER RESIDENTS. FORM 990, PART VI, SECTION A, LINE 3 GERONTOLOGICAL SERVICES, LLC A DIVISION OF TRANSFORMING AGE - MANAGEMENT COMPANY FORM 990, PART VI, SECTION A, LINE 6 5 ELECTED MEMBERS SERVE ON THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS HAVE THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE HOUSING FACILITY FORM 990, PART VI, SECTION A, LINE 8B N/A FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE BOARD AND PROPERTY MANAGEMENT AGENT. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS WILL BE CONDUCTED TO ENSURE THAT ANY CONFLICTS OF INTERESTS THAT MAY ARISE WITH BOARD MEMBERS HAVE BEEN DISCLOSED. BOARD MEMBERS MUST SIGN A STATEMENT ANNUALLY INDICATING THAT THEY HAVE RECEIVED, READ, AND UNDERSTOOD A COPY OF THE CONFLICT OF INTEREST POLICY, AND THAT THEY AGREE TO COMPLY WITH THE POLICY. SHOULD A CONFLICT OF INTEREST ARISE, AN INTERESTED PERSON MAY NOT VOTE ON ANY TRANSACTION OR ARRANGEMENT THAT INVOLVES THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL AND GOVERNING DOCUMENTS, AS WELL AS FINANCIAL STATEMENTS, ARE AVAILABLE AT THE FACILITY AND THE OFFICES OF THE FACILITY'S MANAGEMENT AGENT AND CAN BE REVIEWED UPON REQUEST BY ANY INTERESTED PARTIES.