2024-07-08T15:34:12-05:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 470731254 HERITAGE SERVICES HERI 4023913190 10050 REGENCY CIRCLE 101 OMAHA NE 68114 JENNIFER CALLAHAN TREASURER 4023913190 2024-07-03 1 JENNIFER CALLAHAN 999009999 0 HANNAH GOSCHA P02133534 4024968800 2024-07-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z HERITAGE OMAHA RACHEL JACOBSON 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 1622877 0 X WWW.HERITAGEOMAHA.ORG X 1989 NE HERITAGE SERVICES IS A NONPROFIT COMMITTED TO DEVELOPING IMPACTFUL PHILANTHROPIC PROJECTS DESIGNED TO ENRICH THE OMAHA COMMUNITY. HERITAGE SERVICES IDENTIFIES SUBSTANTIAL NEEDS OR OPPORTUNITIES WITH HIGH COMMUNITY IMPACT AND SUPPORTS THE REALIZATION OF VIABLE AND SUSTAINABLE CIVIC PROJECTS. 13 13 5 0 0 0 383325 525000 900000 966667 71656 121210 16801 10000 1371782 1622877 0 0 0 0 726991 842442 0 0 0 288891 276761 1015882 1119203 355900 503674 5027846 6066035 222896 157446 4804950 5908589 X HERITAGE SERVICES IS COMMITTED TO DEVELOPING IMPACTFUL PHILANTHROPIC PROJECTS DESIGNED TO ENRICH THE OMAHA COMMUNITY. HERITAGE SERVICES IDENTIFIES SUBSTANTIAL NEEDS OR OPPORTUNITIES WITH HIGH COMMUNITY IMPACT AND SUPPORTS THE REALIZATION OF VIABLE AND SUSTAINABLE CIVIC PROJECTS. HERITAGE WAS INVOLVED IN THE FUNDRAISING AND CAMPAIGN MANAGEMENT OF CERTAIN PROJECTS IN 2021 AND 2022 INCLUDING A NEW SCIENCE CENTER, THE KIEWIT LUMINARIUM, IN DOWNTOWN OMAHA. 0 0 829295 0 HERITAGE SERVICES INCURS CERTAIN OPERATING COSTS IN CONNECTION WITH FULFILLING ITS MISSION OF FUNDRAISING AND MANAGEMENT OF NONPROFIT PROJECTS IN THE OMAHA METROPOLITAN AREA. THESE COSTS INCLUDE CERTAIN SALARIES AND BENEFITS, AND CERTAIN OPERATING AND OFFICE EXPENSES. 829295 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER CALLAHAN 4023913190 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 RACHEL JACOBSON PRESIDENT 40.00 10.00 X X 290000 0 20300 JENNIFER CALLAHAN TREASURER/CONTROLLER 10.00 5.00 X X 61027 0 0 MICHAEL R MCCARTHY CHAIRMAN 5.00 X X 0 0 0 MOGENS C BAY VICE CHAIR 1.50 X X 0 0 0 DANIEL WATERS SECRETARY 1.50 X X 0 0 0 SUSAN A BUFFETT DIRECTOR 1.50 X 0 0 0 W GARY GATES DIRECTOR 1.50 X 0 0 0 BRUCE E GREWCOCK DIRECTOR 1.50 X 0 0 0 HOWARD L HAWKS DIRECTOR 1.50 X 0 0 0 SCOTT C HEIDER DIRECTOR 1.50 X 0 0 0 JOHN J KORALESKI DIRECTOR 1.50 X 0 0 0 BRUCE R LAURITZEN DIRECTOR 1.50 X 0 0 0 KAREN LINDER DIRECTOR 1.50 X 0 0 0 DIANNE SEEMAN LOZIER DIRECTOR 1.50 X 0 0 0 D DAVID SLOSBURG DIRECTOR 1.50 X 0 0 0 KENNETH E STINSON DIRECTOR 1.50 X 0 0 0 RANAE KECKEISEN VICE PRESIDENT 10.00 X X 148470 0 15430 TAMMY ROZA DIRECTOR OF OPERATIONS 40.00 X 119480 0 3614 618977 0 39344 3 0 1 0 0 525000 525000 CONSULTING INCOME 900099 966667 966667 966667 121210 121210 REIMBURSEMENT FOR PROJECT EXPENSE 900099 10000 10000 10000 1622877 0 0 1097877 658320 658320 184122 15634 168488 93573 66437 27136 ADMINISTRATIVE EXPENSES 166312 72686 93626 SPECIAL EVENTS 16218 16218 BANK FEES 658 658 1119203 829295 289908 0 90204 125448 954382 1439249 500000 116667 7274 21193 122200 68788 49416 53412 3218416 4178419 208154 131647 5027846 6066035 43955 63047 178941 94399 222896 157446 X 4739950 5658589 65000 250000 4804950 5908589 5027846 6066035 503674 599965 0 X 0 1 X 1 0 X 1035564 290000 391000 383325 525000 2624889 1035564 290000 391000 383325 525000 2624889 120620 2504269 253214 54091 27759 71656 121210 527930 820000 1220000 675000 900000 966667 4581667 7734486 0.32380 0.34600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58620 35869 22751 63580 32919 30661 53412 OPERATING LEASE LIABILITIES 94399 94399 X 2233039 599965 10855 610820 1622219 658 658 1622877 1129400 10855 10855 1118545 658 658 1119203 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CONSIDERED A PRIVATE ORGANIZATION. THE FINANCIAL STATEMENTS WILL NOT REFLECT A PROVISION FOR INCOME TAXES, EXCEPT FOR THE TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE ORGANIZATION HAD NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 74010 RELATED TO UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR DECEMBER 31, 2022, 2021 AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 0 0 0 0 0 0 0 0 0 RACHEL JACOBSON PRESIDENT 290000 0 0 0 0 0 20300 0 0 0 310300 0 0 0 RANAE KECKEISEN VICE PRESIDENT 148470 0 0 0 0 0 0 0 15430 0 163900 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEVERAL BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO BOARD MEMBERS WITH THE REQUEST THAT THEY REVIEW AND PROVIDE ANY COMMENTS TO THE PRESIDENT OR TREASURER WITHIN A REASONABLE PERIOD OF TIME PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS COMPLETE QUESTIONNAIRES ON AN ANNUAL BASIS TO IDENTIFY BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS AND ANY OTHER RELATED PARTY TRANSACTIONS. THESE QUESTIONNAIRES ARE THEN REVIEWED BY THE TREASURER TO DETERMINE ANY POTENTIAL CONFLICTS OF INTEREST AND BUSINESS RELATIONSHIPS WITH WOULD NEED TO BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE PRESIDENT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE AND ANY PROPOSED INCREASES ARE REVIEWED BY THE BOARD. THE COMPENSATION COMMITTEE IS MADE UP OF CERTAIN MEMBERS OF THE BOARD INCLUDING THE CHAIRMAN OF THE BOARD OF DIRECTORS. COMPARABILITY DATA OF INDIVIDUALS IN SIMILARLY SITUATED ORGANIZATIONS IS REVIEWED BY THE COMPENSATION COMMITTEE ON A PERIODIC BASIS. IN ADDITION, OUTSIDE CONSULTANTS HAVE BEEN ENGAGED TO PERFORM A COMPENSATION STUDY RELATING TO THIS SALARY ON A PERIODIC BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS UPON REQUEST. OMAHA SHELTER FOR HOMELESS TRUST 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 823653921 HOMELESS SHELTER NE 501(C)(3) LINE 7 0 DOWNTOWN RIVERFRONT TRUST 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 814619812 RIVERFRONT REVITALIZATION NE 501(C)(3) LINE 7 0 COMMUNITY INFORMATION TRUST 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 463502113 COMMUNITY ACCESS TO TECHNOLOGY NE 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 COMMUNITY INFORMATION TRUST L 550000 DOWNTOWN RIVERFRONT TRUST L 100000