Mosaic Employee Welfare Benefit Plan Trust

Omaha, NE
EIN: 36-3831874

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Revenue

$11.2M (2023)

Expenses

$10.3M (2023)

Total Assets

$9.97M (2023)

Total Liabilities

$1.56M (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$11,179,248

Expenses

$10,251,111

Net Income

$928,137

Net Assets

$8,412,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,824,630	96.8%
Investment Income	$279,543	2.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$75,075	0.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,970,962
Total Liabilities	$1,558,578
Net Assets	$8,412,384

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$673,617	$217,312
Scott Hoffman (Chief Financial Officer)	$0	$464,048	$49,092
Security National Bank (Trustee)	$0	$0	$0

990

Filed on Nov. 8, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$18,432,880

Expenses

$16,287,908

Net Income

$2,144,972

Net Assets

$7,506,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$18,472,629	> 100%
Investment Income	$122,134	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$161,883
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,269,524
Total Liabilities	$1,763,037
Net Assets	$7,506,487

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$648,851	$154,241
Scott Hoffman (Chief Financial Officer)	$0	$373,725	$66,497
Great Western Bank (Trustee Thru 08/22)	$0	$0	$0
Security National Bank (Trustee As Of 09/22)	$0	$0	$0

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990

Filed on Oct. 31, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$16,223,052

Expenses

$17,412,427

Net Income

-$1,189,375

Net Assets

$5,778,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$15,951,429	98.3%
Investment Income	$132,339	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$139,284	0.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,371,640
Total Liabilities	$1,592,883
Net Assets	$5,778,757

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$613,998	$6,847
Scott Hoffman (Chief Financial Officer)	$0	$354,597	$32,482
Great Western Bank (Trustee)	$0	$0	$0

990

Filed on Oct. 17, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$17,682,659

Expenses

$15,784,904

Net Income

$1,897,755

Net Assets

$7,067,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$17,463,830	98.8%
Investment Income	$139,235	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$79,594	0.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,155,298
Total Liabilities	$2,088,161
Net Assets	$7,067,137

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$609,851	$76,219
Scott Hoffman (Chief Financial Officer)	$0	$357,875	$71,150
Great Western Bank (Trustee)	$0	$0	$0

990

Filed on Nov. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$17,614,339

Expenses

$21,024,073

Net Income

-$3,409,734

Net Assets

$4,921,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$17,323,544	98.3%
Investment Income	$220,506	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$70,289	0.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,801,438
Total Liabilities	$1,879,585
Net Assets	$4,921,853

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$616,682	$160,451
Scott Hoffman (Chief Financial Officer)	$0	$314,488	$62,501
Great Western Bank (Trustee)	$0	$0	$0

990

Filed on Nov. 11, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$17,256,791

Expenses

$19,587,981

Net Income

-$2,331,190

Net Assets

$7,815,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$17,026,825	98.7%
Investment Income	$272,633	1.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$42,667
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,710,148
Total Liabilities	$1,894,904
Net Assets	$7,815,244

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$549,308	$142,498
Scott Hoffman (Chief Financial Officer)	$0	$277,440	$39,063
Great Western Bank (Trustee)	$0	$0	$0

990

Filed on Nov. 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$19,111,398

Expenses

$19,125,532

Net Income

-$14,134

Net Assets

$10,654,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$18,644,637	97.6%
Investment Income	$383,848	2.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$82,913	0.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,023,791
Total Liabilities	$2,369,767
Net Assets	$10,654,024

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$546,100	$42,152
Scott Hoffman (Chief Financial Officer)	$0	$279,454	$39,052
Great Western Bank (Trustee)	$0	$0	$0

990

Filed on Nov. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$21,890,179

Expenses

$21,413,409

Net Income

$476,770

Net Assets

$10,525,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$21,015,519	96.0%
Investment Income	$247,651	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$627,009	2.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,509,583
Total Liabilities	$2,983,687
Net Assets	$10,525,896

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$503,675	$138,532
Scott Hoffman (Chief Financial Officer)	$0	$238,671	$36,409
Great Western Bank (Trustee)	$0	$0	$0
Cindy Schroeder (Former Chief Financial Officer)	$0	$129,273	$5,914

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990

Filed on Nov. 8, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$23,798,372

Expenses

$23,643,534

Net Income

$154,838

Net Assets

$10,623,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$23,618,438	99.2%
Investment Income	$97,786	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$80,329	0.3%
Net Inventory Sales	$0
Other Revenue	$1,819	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,725,512
Total Liabilities	$3,101,705
Net Assets	$10,623,807

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$511,696	$85,964
Scott Hoffman (Chief Financial Officer)	$0	$232,249	$33,651
Great Western Bank (Trustee)	$0	$0	$0

990

Filed on Nov. 4, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$21,226,952

Expenses

$24,361,607

Net Income

-$3,134,655

Net Assets

$10,618,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$21,072,328	99.3%
Investment Income	$126,463	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$28,161	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$14,067,113
Total Liabilities	$3,448,903
Net Assets	$10,618,210

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Chief Executive Officer)	$0	$470,765	$183,347
Cindy Schroeder (Chf Finan Officer (7/1/14 12/31/14))	$0	$270,346	$34,102
Great Western Bank (Trustee)	$0	$0	$0

990

Filed on Nov. 3, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$21,283,275

Expenses

$22,294,893

Net Income

-$1,011,618

Net Assets

$13,618,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$21,136,910	99.3%
Investment Income	$128,627	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$17,738	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$17,196,999
Total Liabilities	$3,578,122
Net Assets	$13,618,877

Reported a significant diversion of assets

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Timmons (Ceo & President)	$0	$451,757	$37,176
Cynthia Schroeder (Cfo & Senior Vice President)	$0	$307,472	$29,796
Great Western Bank (Trustee)	$0	$0	$0

990

Filed on Nov. 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$21,723,794

Expenses

$20,742,390

Net Income

$981,404

Net Assets

$14,370,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$21,547,757	99.2%
Investment Income	$167,280	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$8,757	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$17,540,526
Total Liabilities	$3,170,251
Net Assets	$14,370,275

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$19,863,578

Expenses

$18,940,958

Net Income

$922,620

Net Assets

$13,280,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$19,674,479	99.0%
Investment Income	$190,638	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,539
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$15,679,707
Total Liabilities	$2,398,802
Net Assets	$13,280,905

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$18,141,360

Expenses

$15,980,502

Net Income

$2,160,858

Net Assets

$12,284,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$17,963,341	99.0%
Investment Income	$177,948	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$71	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$14,567,313
Total Liabilities	$2,283,149
Net Assets	$12,284,164

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated January 31, 2025

Mosaic Employee Welfare Benefit Plan Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11.2M (2023)

Expenses $10.3M (2023)

Total Assets $9.97M (2023)

Total Liabilities $1.56M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$11.2M (2023)

Expenses

$10.3M (2023)

Total Assets

$9.97M (2023)

Total Liabilities

$1.56M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Sept.
2004