2024-11-11T07:19:11-06:00 2023-12-31 470698853 BLAND & ASSOCIATES 450 REGENCY PARKWAY OMAHA NE 68114 990 2023-01-01 470768416 JOSLYN CASTLE TRUST INC JOSL 4025952199 3902 DAVENPORT ST OMAHA NE 68131 LENLI CORBETT KOUNTZE PRESIDENT ELECT 4025952199 2024-11-11 1 1 MIKE MULLER P01798781 4023978822 2024-11-07 2023 2024-10-15 13:58:12Z LENLI CORBETT KOUNTZE 3902 DAVENPORT ST OMAHA NE 68131 1387822 0 X HTTP://JOSLYNCASTLE.COM X 1994 NE THE JOSLYN CASTLE PRESERVES THE LEGACY OF GEORGE AND SARAH JOSLYN THROUGH THE STEWARDSHIP OF THEIR HISTORIC HOME AND BY OFFERING DIVERSE CULTURAL PROGRAMMING THAT INFORMS AND INSPIRES THE COMMUNITY. 17 17 17 140 0 0 616573 779387 217962 316645 1935 6279 55842 236834 892312 1339145 0 0 0 0 251292 455893 0 0 120729 526225 541435 777517 997328 114795 341817 990606 1346519 239079 253175 751527 1093344 THE JOSLYN CASTLE PRESERVES THE LEGACY OF GEORGE AND SARAH JOSLYN THROUGH THE STEWARDSHIP OF THEIR HISTORIC HOME AND BY OFFERING DIVERSE CULTURAL PROGRAMMING THAT INFORMS AND INSPIRES THE COMMUNITY. 0 0 582819 336918 THE PURPOSE OF THE JOSLYN CASTLE TRUST, INC. IS TO PROMOTE THE USE AND RESTORATION OF THE JOSLYN CASTLE IN OMAHA, NEBRASKA AND TO EDUCATE THE PUBLIC REGARDING THE ESTATE'S HISTORICAL, ARCHITECTURAL, AND CULTURAL SIGNIFICANCE. THE JOSLYN CASTLE HOSTS CULTURAL AND EDUCATIONAL PROGRAMMING YEAR ROUND, AND MANY EVENTS ARE OFFERED TO THE PUBLIC AT NO-COST OR LOW-COST ADMISSION. THE JOSLYN CASTLE IS ALSO A PUBLIC GREEN SPACE LOCATED IN THE DENSELY-POPULATED MIDTOWN NEIGHBORHOOD, WITH OVER 5.5 ACRES OF WELL-MAINTAINED GARDENS. 582819 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 20 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X AMY RICHARDSON 4025952199 3902 DAVENPORT ST OMAHA NE 68131 JOLEEN DAVID PRESIDENT 1.00 X X 0 0 0 JEANNE DAHARSH GUILD PRESIDENT 1.00 X X 0 0 0 LENLI CORBETT KOUNTZE PRESIDENT ELECT 1.00 X X 0 0 0 JOHN DECHANT SECRETARY 1.00 X X 0 0 0 LOU PACHMAN TREASURER 1.00 X X 0 0 0 JORDAN GRAFF DIRECTOR 1.00 X 0 0 0 GRACE JOHNSON DIRECTOR 1.00 X 0 0 0 ANDY LIAKOS DIRECTOR 1.00 X 0 0 0 CLARENCE NICHOLS DIRECTOR 1.00 X 0 0 0 FRANCIE PRIER DIRECTOR 1.00 X 0 0 0 WAYNE STUBERG DIRECTOR 1.00 X 0 0 0 KATE TRIMBLE DIRECTOR 1.00 X 0 0 0 LESLIE VOLK DIRECTOR 1.00 X 0 0 0 SUE WEIDNER DIRECTOR 1.00 X 0 0 0 DJ WISNIESKI DIRECTOR 1.00 X 0 0 0 CURT WITZENBURG DIRECTOR 1.00 X 0 0 0 LYN ZIEGENBEIN DIRECTOR 1.00 X 0 0 0 AMY RICHARDSON EXECUTIVE DIRECTOR 50.00 X 103600 0 0 103600 0 0 1 0 0 0 0 16090 348180 415117 31717 779387 PROGRAM INCOME/TICKET 900099 128605 128605 EVENT RENTAL 531120 87241 87241 TOUR INCOME 900099 81927 81927 GUILD INCOME 900099 18872 18872 316645 6279 6279 47258 0 47258 47258 47258 217980 48677 169303 169303 MISCELLANEOUS INCOME 900099 20273 20273 20273 1339145 336918 0 222840 103600 51619 31907 20074 317492 157295 98333 61864 1786 1786 33015 16459 10267 6289 48 48 9482 9482 98251 95461 2790 35312 26795 8517 62957 36951 22141 3865 1811 1811 3741 3741 48070 48070 41701 37624 4077 REPAIRS AND MAINTENANCE 54941 49829 5086 26 UTILITIES 52440 47293 5147 CONTRACT LABOR 48202 48077 125 PROGRAM EXPENSE 23340 23136 204 61139 22803 21157 17179 997328 582819 293780 120729 10080 168168 331053 309876 21964 214984 10164 9609 11768 856550 235559 607345 620991 10555 10568 990606 1346519 64799 59637 23280 42538 150000 150000 1000 1000 239079 253175 X 591042 500588 160485 592756 751527 1093344 990606 1346519 341817 0 X 0 1 X 1 0 X 386291 504433 350722 616573 997367 2855386 283718 213347 291173 253786 384176 1426200 670009 717780 641895 870359 1381543 4281586 26805 204532 231337 0 26805 204532 231337 4050249 277 681 312 38246 6279 45795 277 681 312 38246 6279 45795 670286 718461 642207 908605 1387822 4327381 0.93600 0.92780 0.01060 0.01060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 650 650 650 650 650 650 650 650 650 650 0.00000 1.00000 0.00000 0 0 101824 101824 506717 163690 343027 16450 16450 0 231559 55419 176140 620991 SECURITY DEPOSIT 1000 1000 X 1387822 48677 48677 1339145 0 1339145 1046005 48677 48677 997328 0 997328 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IN THE U.S. FEDERAL AND STATE JURISDICTIONS. AS OF DECEMBER 31, 2023 AND 2022, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS. TAX YEARS SUBSEQUENT TO 2020 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES 48,677. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES 48,677. PART V, LINE 4 ENDOWMENT IS TO PROVIDE SUPPORT FOR THE JOSLYN CASTLE GALA - SUMMER FETE 217980 217980 10739 35985 1953 217980 217980 10739 35985 1953 48677 169303 X 3 17500 ARTIST INVENTORY X 1 255 COST X EVENT SPACE AND STAFF 1 9500 COST X FURNITURE 3 3300 COST X FRINGE DECORATION 1 735 COST X PLANTS 15 427 COST 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION BETWEEN BOARD MEETINGS OR IN AN EMERGENCY. NOTWITHSTANDING THE FOREGOING, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD IN REFERENCE TO: (I) AMENDING THE BYLAWS; (II) ELECTING, APPOINTING, OR REMOVING ANY DIRECTOR OR OFFICER OF THE CORPORATION; (III) AMENDING THE ARTICLES OF INCORPORATION; (IV) ADOPTING A PLAN OF MERGER OR CONSOLIDATION; (V) AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (VI) AUTHORIZING A VOLUNTARY DISSOLUTION OF THE CORPORATION, OR (VII) ADOPTING OR REPEALING ANY RESOLUTION OF THE BOARD WHICH SPECIFICALLY PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY SUCH COMMITTEE. THE EXECUTIVE COMMITTEE SHALL SUBMIT ALL OF ITS ACTIONS TO THE FULL BOARD OF DIRECTORS FOR RATIFICATION AT THE NEXT MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER COMPLETION AND BEFORE FILING OF THE FORM 990, A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR, PRESIDENT, AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND MAY BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS WILL CONTAIN ALL PROCEEDINGS WHEN CONFLICTS OF INTEREST ARISE. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE POLICY, THEY HAVE READ AND UNDERSTAND THE POLICY, AND THEY AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF DIRECTORS AFTER REVIEWING NONPROFIT ASSOCIATION OF THE MIDLANDS SURVEY OF COMPENSATION OF LIKE ORGANIZATIONS. THE SAME IS SAID FOR ANY KEY PERSONNEL. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE NAM SURVEY AND THE EXECUTIVE DIRECTOR MAKE A RECOMMENDATION AND THE SALARY IS SET. THE EXECUTIVE COMMITTEE SETS THE SALARY AND THE FULL BOARD REVIEWS AT THE ANNUAL ASSESSMENT OR PRIOR TO HIRING AND PRESENTING AN OFFER FOR THE EXECUTIVE DIRECTOR POSITION. ALL POSITIONS ARE EMPLOYED AND THERE IS AN EMPLOYMENT AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. LYNHURST PROPERTY INC 3902 DAVENPORT ST OMAHA NE 68131 REAL ESTATE HOLDING NE 0 101824 JOSLYN CASTLE TRUST INC