2024-05-09T12:29:34-05:00 2023-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2022-07-01 462693844 IMMANUEL COMMUNITY VISION FOUNDATION IMMA 4028292900 1044 N 115TH ST 500 OMAHA NE 68154 SCOTT BEAR VP & CFO 4028292900 2024-05-09 1 SCOTT BEAR 999009999 1 WENDY R COOLEY CPA P01523804 4023302660 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT BEAR 1044 N 115TH ST 500 OMAHA NE 68154 1787780 0 X WWW.IMMANUEL.COM X 2013 NE TO HOLD, INVEST AND DISBURSE GIFTS, GRANTS, CONTRIBUTIONS AND FUNDS IN A MANNER THAT SUPPORTS THE PURPOSES AND ACTIVITIES OF THE SUPPORTED ORGANIZATIONS AND TO RECOGNIZE AND PROMOTE THE CORPORATION'S LUTHERAN HERITAGE AND THE MISSION AND PURPOSES OF THE NEBRASKA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA IN ITS WORKS. 8 8 0 8 8553 640 0 0 0 0 2780178 1787780 0 0 2780178 1787780 2442833 2885236 0 0 215309 183530 0 0 0 240857 343729 2898999 3412495 -118821 -1624715 79326293 81898026 312620 121462 79013673 81776564 X RECOGNIZING THAT ALL WE HAVE COMES FROM GOD, WE HAVE BEEN CALLED TO BE FAITHFUL AND COURAGEOUS STEWARDS OF GOD'S RESOURCES. FOLLOWING CHRIST'S CALL TO SERVE, WE WILL MEET THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF SENIORS; RESPOND TO NEEDS IN COMMUNITY HEALTH; AND SUPPORT THE MINISTRY OF THE CHURCH. 0 0 2885236 2885236 TO HOLD, INVEST AND DISBURSE GIFTS, GRANTS, CONTRIBUTIONS AND FUNDS IN A MANNER THAN SUPPORTS THE PURPOSES AND ACTIVITIES OF THE SUPPORTED ORGANIZATIONS AND COMMUNITY CHARITABLE ORGANIZATIONS WHOSE MISSIONS ALIGN WITH IMMANUEL. 2885236 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 X 8 8 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X KELLE SCOTT CONTROLLER 4028292933 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 X JILL POWERS CHAIR 0.25 3.00 X X 0 0 0 RANDAL BURNS VICE CHAIR 0.25 3.00 X X 0 0 0 MARY PARKER SECRETARY/TREASURER 0.25 0.00 X X 0 0 0 REV JOHN BENSON DIRECTOR 0.25 0.00 X 0 0 0 REV KATHY GERKING DIRECTOR 0.25 0.00 X 0 0 0 KRISTEN HOFFMAN MD DIRECTOR 0.25 3.00 X 0 0 0 GUILLERMO HUERTA MD DIRECTOR 0.25 0.00 X 0 0 0 BISHOP SCOTT JOHNSON DIRECTOR 0.25 3.00 X 0 0 0 ERIC GURLEY PRESIDENT & CEO 2.00 50.00 X 0 578904 259703 SCOTT BEAR VP & CFO 2.00 50.00 X 0 305231 48535 EMILY TONNIGES EXECUTIVE DIRECTOR 20.00 20.00 X 0 112645 16582 KELLE SCOTT CONTROLLER 1.00 47.00 X 0 153770 23434 MARTIN SMITH DIRECTOR OF FINANCE 1.00 47.00 X 0 136975 40087 0 1287525 388341 0 0 1 0 0 1121075 8553 1112522 666705 0 666705 666705 666705 1787780 0 8553 1779227 2885236 2885236 140379 140379 4460 4460 30981 30981 7710 7710 6244 6244 21455 21455 225116 225116 76327 76327 125 125 765 765 6760 6760 5105 5105 1016 1016 816 816 3412495 2885236 527259 0 465645 12073 56592600 50309702 22268048 31576251 79326293 81898026 150493 76658 162127 44804 312620 121462 X 79013673 81776564 79013673 81776564 79326293 81898026 -1624715 4386606 1000 0 X X 0 1 X 1 0 X X X 4 IMMANUEL LONG TERM CARE 462582783 10 1 0 0 IMMANUEL RETIREMENT COMMUNITIES 470799108 10 1 0 0 IMMANUEL HOME AND COMMUNITIES RESOURCES 272628802 10 1 0 0 IRC II INC 812697102 10 1 0 0 4 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 PART VI, SECTION A, LINE 1: THE ARTICLES OF INCORPORATION LIST FOUR SUPPORTED ORGANIZATIONS BY NAME AND ALSO PROVIDE THAT ICVF WILL SUPPORT "OTHER ORGANIZATIONS OF WHICH IMMANUEL IS THE SOLE MEMBER, SO LONG AS SUCH ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED." THE ARTICLES EXPLAIN THAT SUCH OTHER ORGANIZATIONS MUST BE EXEMPT UNDER 501(A) "BY VIRTUE OF BEING ORGANIZATIONS DESCRIBED IN 501(C)(3) OF THE CODE AND ARE NOT PRIVATE FOUNDATIONS BY VIRTUE OF HAVING QUALIFIED UNDER SECTION 509(A)(1) OR 509(A)(2) OF THE CODE, TO CARRY OUT THE MISSION AND PURPOSES OF ITS FOUNDERS AS FOLLOWS: TO SERVE ITS NEIGHBORS, TO ADDRESS NEEDS IN COMMUNITY HEALTH AND SERVICES AND TO EXPRESS CHRIST'S LOVE IN ITS LIVES AND ITS WORKS, ALL IN ACCORDANCE AND CONSISTENT WITH THE MISSION AND PURPOSES OF THE NEBRASKA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA AND ITS SERVING ARMS." PART VI, SECTION A, LINE 6: IMMANUEL COMMUNITY VISION FOUNDATION'S (ICVF) PROGRAM SERVICE ACTIVITY IS TO HOLD, INVEST AND DISBURSE GIFTS, GRANTS, CONTRIBUTIONS AND FUNDS IN A MANNER THAT SUPPORTS THE PURPOSE AND ACTIVITIES OF THE SUPPORTED ORGANIZATIONS AND COMMUNITY CHARITABLE ORGANIZATIONS WHOSE MISSIONS ALIGN WITH IMMANUEL, THE SOLE MEMBER OF ICVF. IN 2022, ICVF PROVIDED FINANCIAL SUPPORT TO VARIOUS OTHER PUBLIC CHARITIES THAT ARE DEEMED TO FURTHER THE MISSION OF RECOGNIZING AND PROMOTING THE CORPORATION'S LUTHERAN HERITAGE AND THE MISSION AND THE NEBRASKA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH. 0 HEITMAN AMERICA REAL ESTATE LP 8901741 F SOUND POINT SENIOR FLOATING RATE FUND, LP 2395476 F PALMER SQUARE MULTI-STRATEGY OFFSHORE FUND LP 666082 F PALMER SQUARE OPPORTUNISITC CREDIT FUND LTD 2034442 F AMERICAN STRATEGY VALUE REALTY FUND LP 5426054 F MFS EMERGING MARKETS DEBT LLC 3493506 F ABS DIRECT EQUITY FUND LLC 8658950 F 31576251 AFFILIATE PAYABLE 44804 44804 X PART X, LINE 2: IMMANUEL ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. IMMANUEL 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, IMMANUEL HAD NO UNCERTAIN TAX POSITIONS ACCRUED. 1 ALL CARE HEALTH CENTER 902 S 6TH STREET COUNCIL BLUFFS IA 51501 421466508 501(C)(3) 40000 0 PATIENT TRANSPORTATION ALZHEIMER'S ASSOCIATION NEBRASKA CHAPTER 8790 F STREET SUITE 404 OMAHA NE 68127 133039601 501(C)(3) 20000 0 MAKING CONNECTION TO ALZHEIMER'S SUPPORT THROUGH VIDEO STORYTELLING BLUE VALLEY LUTHERAN HOME SOCIETY INC 220 PARK AVENUE HEBRON NE 68370 470378984 501(C)(3) 78000 0 MULTI-DEPARTMENT UPDATES BOYS & GIRLS CLUB OF THE MIDLANDS 2610 HAMILTON STREET OMAHA NE 68131 470467350 501(C)(3) 10000 0 TEEN CENTERS CENTRO LATINO OF IOWA 300 W BROADWAY COUNCIL BLUFFS IA 51503 202931001 501(C)(3) 10000 0 COMMUNITY OUTREACH CHADRON COMMUNITY HOSPITAL CORP 300 SHELTON STREET CHADRON NE 69337 470482234 501(C)(3) 20000 0 PRESCRIPTION ASSISTANCE PROGRAM CHILD SAVING INSTITUTE INC 4545 DODGE STREET OMAHA NE 68132 450489204 501(C)(3) 30000 0 INDEPENDENT LIVING SKILLS PROGRAM CHILDREN'S SQUARE USA 520 NORTH 7TH STREET COUNCIL BLUFFS IA 51503 420680314 501(C)(3) 35000 0 2023 YOUTH EMERGENCY SHELTER CHILDREN'S RESPITE CARE CENTER 5321 S 138TH STREET OMAHA NE 68137 470718409 501(C)(3) 30000 0 DAY HEALTH PROGRAM FOR CHILDREN WITH DISABILITIES PATIENT ASSISTANCE CITY SPROUTS PO BOX 31593 OMAHA NE 68131 470791737 501(C)(3) 20000 0 URBAN FARMING INTERNSHIP PROGRAM THE COLLECTIVE FOR HOPE 8000 CHICAGO STREET OMAHA NE 68114 470838482 501(C)(3) 41500 0 GRIEF SUPPORT GROUPS COMPLETELY KIDS 2566 ST MARYS AVENUE OMAHA NE 68105 275111197 501(C)(3) 20000 0 CHILDREN'S MENTAL HEALTH SERVICES CORNBELT DIABETES CONNECTION 9905 S 173RD CIRCLE OMAHA NE 68136 470770920 501(C)(3) 10000 0 DIABETES & RELATED CONDITIONS SCREENING DENTAL CONNECTIONS INC 1111 9TH STREET SUITE 190 DES MOINES IA 50314 420680421 501(C)(3) 30000 0 NOLDEN GENTRY DENTAL CLINIC DREAMWEAVER FOUNDATION 14600 BRANCH STREET SUITE 113 OMAHA NE 68154 461021073 501(C)(3) 15775 0 CONNECTING HOPE FAITH LUTHERAN CHURCH (MASKELL) PO BOX 277 NEWCASTLE NE 687570277 470631909 501(C)(3) 8000 0 FALL 2020 GRANT - SLING FIRST LUTHERAN CHURCH 2146 WRIGHT STREET BLAIR NE 68008 470432298 501(C)(3) 10000 0 MID-WEEK MEAL FLORENCE HOME HEALTHCARE CENTER 7915 N 30TH STREET OMAHA NE 68112 470384319 501(C)(3) 24000 0 UPDATING MEDICAL EQUIPMENT FONTENELLE FOREST 1111 BELLEVUE BOULEVARD NORTH BELLEVUE NE 68005 476026109 501(C)(3) 30000 0 ENVIRONMENTAL EDUCATION 2023 FOSTER CARE CLOSET 643 S 25TH STREET LINCOLN NE 68510 260595115 501(C)(3) 20000 0 MOBILE CLOSET GO BEYOND NEBRASKA PO BOX 641609 OMAHA NE 68164 820336644 501(C)(3) 15000 0 GRANT FOR NATURAL LEADE GRACE LUTHERAN CHURCH 5201 URBANDALE AVENUE DES MOINES IA 50322 426006541 501(C)(3) 6308 0 LITTLE FOOD PANTRY BACKSTOCK ROOM HABITAT FOR HUMANITY 1701 NORTH 24TH STREET OMAHA NE 68110 911914868 501(C)(3) 20000 0 FAITH HOUSE SPONSORSHIP/MATCHING GIFT HEARTLAND HOPE MISSION 2021 U STREET OMAHA NE 68107 141869352 501(C)(3) 15000 0 HUNGER & HOMELESS PREVENTION PROGRAM HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 810614816 501(C)(3) 40000 0 MONEN HEALTHCARE CLINIC HEARTLAND WORKERS CENTER 4923 SOUTH 24TH STREET OMAHA NE 68107 271709471 501(C)(3) 25000 0 BUILDING CULTURAL WEALTH OF IMMIGRANT & UNDERREPRESENTED COMMUNITIES HELP ADULT SERVICES 8522 PARK DRIVE OMAHA NE 68127 363412688 501(C)(3) 30000 0 EQUIPMENT PROGRAM HOLY TRINITY LUTHERAN CHURCH 2305 SAN MARINO ROAD SIDNEY NE 69162 470635205 501(C)(3) 10000 0 HOLY TRINITY MISSION VISION TEAM HOSPICE HOUSE THE JOSIE HARPER RESIDENCE OMAHA NE 68124 364003095 501(C)(3) 40000 0 GENERAL OPERATING IGLESIA LUTERANA SAN ANDRES 4400 S 25TH STREET OMAHA NE 68107 471150624 501(C)(3) 10000 0 PURA VIDA IMMANUEL LUTHERAN CHURCH PO BOX 98 OGDEN IA 50212 421112367 501(C)(3) 10000 0 FUTURE BULLDOG CHILD CARE IMPROVEMENTS IMMIGRANT LEGAL CENTER 4223 CENTER STREET OMAHA NE 68105 743195841 501(C)(3) 40000 0 DIRECTOR'S CHOICE GRANT/UNACCOMPANIED CHILDREN PROGRAM (SPRING GRANT) INCOMMON COMMUNITY DEVELOPMENT 1340 PARK AVENUE OMAHA NE 68105 470842143 501(C)(3) 35000 0 DIRECTOR'S CHOICE GRANT/INTERGENERATIONAL COMMUNITY CONNECTORS (SPRING GRANT) INTERFAITH HEALTH SERVICES INC DBA FAMILIES IN ACTION OMAHA NE 68105 470832663 501(C)(3) 38000 0 GROWING IN HEALTH TOGETHER INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 272460810 501(C)(3) 40000 0 CASE MANAGEMENT FOR OLDER ADULTS KIDS CAN COMMUNITY CENTER 4860 Q STREET OMAHA NE 68117 470376597 501(C)(3) 30000 0 KIDS CAN OUT-OF-SCHOOL LATINO CENTER OF THE MIDLANDS 4821 S 24TH STREET OMAHA NE 68107 237208431 501(C)(3) 35000 0 HEALTHY KIDS CLUB (CLUB DE NINOS SALUDABLES) LEGAL AID OF NEBRASKA 209 SOUTH 19TH STREET OMAHA NE 68102 470483506 501(C)(3) 40000 0 ELDERACCESSLINE LUTHERAN FAMILY SERVICES OF NE 124 SOUTH 24TH STREET OMAHA NE 68102 237267972 501(C)(3) 105000 0 DIRECTOR'S CHOICE GRANT/ADOPTION & POST ADOPTION PROGRAMMING (A&I) LUTHERAN SERVICES IN IOWA 3125 COTTAGE GROVE AVENUE DES MOINES IA 50311 420698267 501(C)(3) 30000 0 HEALTHY FAMILIES AMERICA EARLY CHILDHOOD PROGRAMMING LUTHERAN SCHOOL OF THEOLOGY AT CHICAGO 1100 E 55TH STREET CHICAGO IL 606155199 362246704 501(C)(3) 75000 0 LEADERSHIP DEVELOPMENT INITIATIVE LUTHERAN SERVICE CORPS 6220 N 30TH STREET OMAHA NE 68111 470754771 501(C)(3) 10000 0 RESTARTING OMAHA BASED SERVICE CORPS MADISON COUNTY ELDERLY SERVICE 1006 N JOHN WAYNE DRIVE WINTERSET IA 50273 421334758 501(C)(3) 17500 0 WALK-IN-FREEZER MICAH HOUSE 1415 AVE J COUNCIL BLUFFS IA 51501 421292393 501(C)(3) 20000 0 SHELTER & SUPPORT SERVICES MIDLAND UNIVERSITY 900 NORTH CLARKSON FREMONT NE 68025 470376551 501(C)(3) 90000 0 HEALTH SCIENCE FACILITY MOSAIC 4980 S 118TH STREET OMAHA NE 681372200 113669999 501(C)(3) 90000 0 HEART OF THE HOME: CREATING ATTRACTIVE & ACCESSIBLE KITCHENS AT MOSAIC IN BEATRICE NEBRASKA APPLESEED PO BOX 83613 LINCOLN NE 685013613 470798343 501(C)(3) 22000 0 EFFORTS TO PREVENT UNNECESSARY MASS MEDICAID DISENROLLMENTS IN NEBRASKA NEBRASKA CHILDREN'S HOME SOCIETY 4939 S 118TH ST OMAHA NE 68137 470378995 501(C)(3) 30000 0 KINSHIP NAVIGATION NEBRASKA MISSION OF MERCY 17117 OAK DRIVE OMAHA NE 68130 273388590 501(C)(3) 40000 0 DENTAL CLINIC NEBRASKA SYNOD ELCA 6757 NEWPORT AVE SUITE 200 OMAHA NE 68152 363514308 501(C)(3) 358000 0 FALL 2022 GRANT/DIRECTOR'S CHOICE 2022 NEBRASKA DIAPER BANK 9100 F STREET OMAHA NE 68127 474953614 501(C)(3) 25000 0 CHANGING DIAPERS, CHANGING LIVES 2023 NEBRASKA LUTHERAN CAMPUS MINISTRY 6757 NEWPORT AVE SUITE 300 OMAHA NE 68152 470629969 501(C)(3) 85000 0 BETTER TOGETHER: GROWING FAITH FORMATION, SUSTAINABILITY AND ECUMENICAL CONNECTIONS NEW VISIONS HOMELESS SERVICES 1435 N 15TH STREET COUNCIL BLUFFS IA 51501 812668778 501(C)(3) 15000 0 FOOD STABILITY PROGRAM NEBRASKA LUTHERAN OUTDOOR MINISTRIES 24716 RANCH ROAD ASHLAND NE 68003 470488319 501(C)(3) 90000 0 STEWARDING MINISTRY RESOURCES FOR THE GLORY OF GOD NOTRE DAME HOUSING 3439 STATE STREET OMAHA NE 68112 470799183 501(C)(3) 20000 0 LIFE ENRICHMENT COORDINATION OAKS INDIAN MISSION INC 155 N MILITARY ROAD OAKS OK 74359 730717995 501(C)(3) 75000 0 NEW COTTAGE: MARSHALL HOUSE OLLIE WEBB CENTER INC 1941 SOUTH 42ND STREET OMAHA NE 681052942 203311641 501(C)(3) 15000 0 NEXT CHAPTER & FIRST CHAPTER BOOK CLUB PROGRAMS OMAHA COMMUNITY PLAYHOUSE 6915 CASS STREET OMAHA NE 68132 470399856 501(C)(3) 15000 0 ACCESSIBLE THEATRE ONE WORLD COMMUNITY HEALTH CENTER 4920 SOUTH 30TH STREET OMAHA NE 68107 470548990 501(C)(3) 40000 0 MOBILE DENTAL CLINICS PROJECT HOPE INC 6201 NORTH 60TH STREET OMAHA NE 68104 470682835 501(C)(3) 30000 0 GENERAL OPERATING PROJECT HOUSEWORKS 2316 S 24TH STREET OMAHA NE 68108 470793980 501(C)(3) 45000 0 SENIOR REPAIR PROGRAM RADIO TALKING BOOK SERVICE INC 7101 NEWPORT AVENUE OMAHA NE 68152 237437638 501(C)(3) 10000 0 RADIO TALKING BOOK SERVICE RESTORING DIGNITY 10818 J STREET OMAHA NE 68137 824375187 501(C)(3) 10000 0 2023 DONATION CENTER/FURNITURE BANK SAVING GRACE PERISHABLE FOOD RESCUE INC 4611 SOUTH 96TH ST OMAHA NE 68127 461852863 501(C)(3) 30000 0 NOURISHING PEOPLE, NURTURING THE PLANET SAINT MICHAEL LUTHERAN CHURCH 13232 BLONDO STREET OMAHA NE 68164 470641425 501(C)(3) 8000 0 OUTDOOR ACCESSIBILITY ST PAUL LUTHERAN CHURCH PO BOX 290 MARTENSDALE IA 501600290 421117144 501(C)(3) 7500 0 MARTENSDALE COMMUNITY MEALS ST ANDREW'S LUTHERAN CHURCH 1015 LANCASTER LANE LINCOLN NE 68505 470528937 501(C)(3) 6000 0 SOCIAL MEDIA INTERN STEPHEN CENTER 2723 Q STREET OMAHA NE 68107 363363994 501(C)(3) 40000 0 EMERGENCY SHELTER SERVICES WITH CASE MANAGEMENT ST JOHN'S UNITED LUTHERAN CHURCH 2090 EMERSON AVENUE ALLIANCE NE 693010070 470584461 501(C)(3) 10000 0 GREENHOUSE MINISTRY ST JOHN'S LUTHERAN CHURCH 726 2ND STREET OTOE NE 68417 352414748 501(C)(3) 8000 0 JARED'S BLESSINGS ST JOHN LUTHERAN CHURCH 902 MONTAGUE STREET DUNLAP IA 515291151 421141042 501(C)(3) 6000 0 CASSEROLE SATURDAYS - BUILDING A BIGGER TABLE ST JOHN'S LUTHERAN CHURCH 821 DENVER STREET SCHUYLER NE 686612440 476029644 501(C)(3) 8000 0 COLFAX COUNTY FOOD PANTRY ST PAUL'S LUTHERAN CHURCH 13271 MILLARD AVE OMAHA NE 68137 470487488 501(C)(3) 5500 0 LUTHERANS READ EXPANSION SUSAN LAFLESCHE PICOTTE CENTER PO BOX 36 WALTHILL NE 68067 470746797 501(C)(3) 40000 0 INDIGENOUS HEALTH & COMMUNITY ENGAGEMENT PROJECT TABLE GRACE MINISTRIES 1611 1/2 FARMAN STREET OMAHA NE 68102 262928095 501(C)(3) 35000 0 TABLE GRACE BREAKFAST & JOB EXPERIENCE EXPANSION TABITHA INC 4720 RANDOLPH STREET LINCOLN NE 68510 470377998 501(C)(3) 75000 0 MEALS ON WHEELS TRINITY LUTHERAN CHURCH 6340 N 30TH STREET OMAHA NE 68111 476006881 501(C)(3) 10000 0 TRINITY GIVES URBAN LEAGUE OF NEBRASKA 3040 LAKE STREET OMAHA NE 68111 470384575 501(C)(3) 15000 0 YOUTH ATTENDANCE NAVIGATOR PROGRAM VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET OMAHA NE 68105 470617717 501(C)(3) 20000 0 SENIOR HEALTH INSURANCE ASSISTANCE PROGRAM WARTBURG THEOLOGICAL SEMINARY 333 WARTBURG PLACE DUBUQUE IA 52003 420681105 501(C)(3) 90000 0 DIVERSITY, EQUITY AND INCLUSION WHYARTSINC 6001 DODGE STREET OMAHA NE 68182 363747722 501(C)(3) 40000 0 WHYARTS SENIOR ENGAGEMENT PROGRAMMING WOMEN'S CENTER FOR ADVANCEMENT 3801 HARNEY STREET OMAHA NE 68131 273205476 501(C)(3) 25000 0 SELF-SUFFICIENCY FOR SURVIVORS OF DOMESTIC VIOLENCE & SEXUAL ASSAULT 83 0 PART I, LINE 2: THE IMMANUEL COMMUNITY VISION FOUNDATION AWARDS GRANT FUNDS TO NON-PROFIT CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THAT SPECIFICALLY: "MEET THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF SENIORS; RESPOND TO NEEDS IN COMMUNITY HEALTH; AND SUPPORT THE MINISTRY OF THE CHURCH." IN GENERAL, THE FOUNDATION SEEKS TO SUPPORT ORGANIZATIONS THAT DEMONSTRATE FINANCIAL STABILITY, STRONG LEADERSHIP, AND CONSISTENT PLANNING; IMPLEMENT INNOVATION OR CATALYTIC OPPORTUNITY; CLEARLY DEFINE OBJECTIVES AND STRATEGIC PLANS; AND HAVE DEVELOPED ADDITIONAL, RELIABLE SOURCES OF FUNDING FOR THE PROJECT REQUESTED. THE GRANT APPLICATION CONSISTS OF FOUR SECTIONS: 1) GENERAL INFORMATION; 2) PROGRAM PROPOSAL; 3) FINANCIAL INFORMATION; AND 4) A COPY OF THE APPLICANT'S CURRENT 501(C)(3) IRS LETTER OF TAX-EXEMPT DETERMINATION. FUNDS RECEIVED FROM THE FOUNDATION ARE LIMITED IN USE FOR THE INTENDED PURPOSE OF THE GRANT AND SCHEDULED SITE VISITS MAY BE MADE TO ORGANIZATIONS THAT HAVE SUBMITTED COMPLETE PROPOSALS. IN ADDITION, ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT 6 MONTH AND 12 MONTH PROGRESS REPORTS. 0 1 0 0 0 0 0 0 0 ERIC GURLEY PRESIDENT & CEO 0 477745 0 90465 0 10694 0 221662 0 39191 0 839757 0 3494 SCOTT BEAR VP & CFO 0 241219 0 56812 0 7200 0 15559 0 33927 0 354717 0 0 KELLE SCOTT CONTROLLER 0 138465 0 15305 0 0 0 8777 0 15433 0 177980 0 0 MARTIN SMITH DIRECTOR OF FINANCE 0 122581 0 14394 0 0 0 8827 0 31437 0 177239 0 0 PART I, LINE 3 THE COMPENSATED OFFICERS ARE EMPLOYEES OF IMMANUEL, A RELATED ENTITY. THE BOARD'S EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE TO REVIEW AND APPROVE THE TOTAL COMPENSATION FOR ERIC GURLEY, AND TO APPROVE THE BONUS PLAN AND PAYOUT OF BONUSES TO THE LEADERSHIP TEAM. THE COMPENSATION COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT TO HELP SET SALARIES AND BENEFITS. PART I, LINE 4B ERIC GURLEY, PRESIDENT & CEO, PARTICIPATED IN AN ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN AND DEFERRED COMPENSATION PLAN THAT MEET THE REQUIREMENTS OF SECTIONS 409A AND 457(F). BOTH PLANS ARE SPONSORED BY IMMANUEL. AS OF DECEMBER 31, 2022, ERIC GURLEY'S DEFERRED COMPENSATION ACCOUNT WAS CREDITED WITH $199,012. PREMIUMS OF $157,474 WERE PAID FOR THE ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN POLICY. UNDER THE PLAN, IMMANUEL ENDORSES TO ERIC GURLEY THE RIGHT TO DESIGNATE A BENEFICIARY FOR THE PORTION OF THE DEATH BENEFIT IN EXCESS OF THE GREATER OF THE CASH SURRENDER VALUE OR PREMIUMS PAID. THE VALUE OF THAT RIGHT, WHICH WAS INCLUDED IN ERIC GURLEY'S REPORTABLE COMPENSATION, WAS $3,494. AS OF JUNE 30, 2023, THE DEATH BENEFIT IN EXCESS OF PREMIUMS PAID WAS $2,859,477. PART I, LINE 6 THE ORGANIZATION DOES NOT PAY OR ACCRUE ANY COMPENSATION BASED ON THE REVENUES OR THE NET EARNINGS OF THE ORGANIZATION OR ANY RELATED ORGANIZATION. HOWEVER, A SMALL PERCENTAGE OF THE BONUSES PAID TO ERIC GURLEY, SCOTT BEAR, KELLE SCOTT, MARTIN SMITH, AND EMILY TONNIGES IS BASED ON AN OPERATING MARGIN CALCULATION OF IMMANUEL AND OTHER RELATED TAX-EXEMPT ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS AND HIGHEST COMPENSATED EMPLOYEES ARE CONSIDERED SENIOR LEADERSHIP AND ARE COMPENSATED BY IMMANUEL, A RELATED ORGANIZATION. THE BOARD MEMBERS ARE ALSO BOARD MEMBERS OF IMMANUEL THEREFORE THE OFFICERS AND BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 IMMANUEL COMMUNITY VISION FOUNDATION HAS ONE MEMBER, IMMANUEL, A NEBRASKA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A IMMANUEL, THE SOLE MEMBER OF IMMANUEL COMMUNITY VISION FOUNDATION, HAS THE RIGHT TO APPOINT AND REMOVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B IMMANUEL, IMMANUEL COMMUNITY VISION FOUNDATION'S SOLE MEMBER, MUST APPROVE ANY AMENDMENT AND INITIATE OR ADOPT AMENDMENTS TO THE ARTICLES OR BYLAWS OF IMMANUEL COMMUNITY VISION FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE CONTROLLER, AND IS THEN REVIEWED BY THE CFO AND THE CONTROLLER. COPIES OF THE REVIEWED RETURN ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IMMANUEL COMMUNITY VISION FOUNDATION USES THE SAME POLICY AS IMMANUEL, A RELATED ORGANIZATION. THE POLICY STATES THAT THE BOARD OF DIRECTORS MUST SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ALL CONFLICTS. THE GOVERNANCE COMMITTEE SHALL DECIDE WHAT ACTIONS NEED TO BE TAKEN CONCERNING ANY CONFLICTS. BOARD MEMBERS ARE PROHIBITED FROM VOTING ON ANY BUSINESS RELATED TO ANY CONFLICT THE GOVERNANCE COMMITTEE HAS IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS ARE COMPENSATED BY IMMANUEL, A RELATED ORGANIZATION. IMMANUEL ANALYZES MARKET-BASED COMPENSATION STUDIES, REVIEWS JOB DESCRIPTIONS AND INTERVIEWS OUTSIDE HUMAN RESOURCE CONSULTANTS. COMPENSATION FOR THE CEO IS APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION OF TOP MANAGEMENT PERSONNEL IS APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 IMMANUEL COMMUNITY VISION FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII ALL COMPENSATION AND BENEFITS SHOWN FOR DIRECTORS ARE PAID BY IMMANUEL, A RELATED ORGANIZATION, FOR SERVICES PERFORMED FOR IMMANUEL, IMMANUEL COMMUNITY VISION FOUNDATION, OR OTHER RELATED ENTITIES. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS OF IMMANUEL COMMUNITY VISION FOUNDATION ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. IMMANUEL 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 470733774 CORPORATE SUPPORT NE 501(C)(3) LINE 12B, II N/A 0 IMMANUEL RETIREMENT COMMUNITIES 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 470799108 ELDERLY HOUSING NE 501(C)(3) LINE 10 IMMANUEL 0 IMMANUEL HOME AND COMMUNITY RESOURCES 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 272628802 ELDERLY SERVICES NE 501(C)(3) LINE 10 IMMANUEL 0 PACE IOWA 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 273635343 ELDERLY SERVICES NE 501(C)(3) LINE 10 IMMANUEL HOME AND COMMUNITY RESOURCES 0 PACE NEBRASKA 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 273635416 ELDERLY SERVICES NE 501(C)(3) LINE 10 IMMANUEL HOME AND COMMUNITY RESOURCES 0 IMMANUEL LONG TERM CARE 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 462582783 LONG-TERM HEALTH CARE SERVICES NE 501(C)(3) LINE 10 IMMANUEL 0 IMMANUEL COMMUNITY FOUNDATION 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 470624928 FUNDRAISING NE 501(C)(3) LINE 12C, III-FI SEE STATEMENT 0 IMMANUEL AFFORDABLE INC 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 470831041 ELDERLY & LOW INCOME HOUSING NE 501(C)(3) LINE 10 IMMANUEL 0 IMMANUEL AFFORDABLE II INC 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 800016829 ELDERLY & LOW INCOME HOUSING NE 501(C)(3) LINE 10 IMMANUEL 0 IMMANUEL TRINITY AFFORDABLE INC 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 113742894 ELDERLY & LOW INCOME HOUSING NE 501(C)(3) LINE 10 IMMANUEL 0 IRC II INC 1044 N 115TH STREET SUITE 500 OMAHA NE 68154 812697102 ELDERLY HOUSING NE 501(C)(3) LINE 10 IMMANUEL 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 SCHEDULE R, PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS IMMANUEL COMMUNITY FOUNDATION'S DIRECTORS ARE SELECTED BY THE BOARDS OF DIRECTORS OF THE FOUR ORGANIZATIONS IT SUPPORTS: IMMANUEL LONG TERM CARE, IMMANUEL RETIREMENT COMMUNITIES, IRC II, INC., AND IMMANUEL HOME AND COMMUNITY RESOURCES. EACH OF THESE ORGANIZATIONS IS CONTROLLED BY ITS SOLE MEMBER, IMMANUEL. SCHEDULE R, PART V, LINE 1A-S: IMMANUEL, A RELATED ENTITY, PAYS INVOICES FOR OPERATING EXPENSES ON BEHALF OF THE CORPORATION AND THE CORPORATION REIMBURSES IMMANUEL FOR AMOUNTS INCURRED. MOST, IF NOT ALL, INTERCOMPANY TRANSACTIONS ARE A RESULT OF THIS CENTRALIZED ACCOUNTING SYSTEM.