2024-11-15T15:16:02-06:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 743244900 GREATER OMAHA ALLIANCE FOR BUSINESS ETHICS GREA 4022802235 2500 CALIFORNIA PLAZA OMAHA NE 68178 JOEL FALK TREASURER 4022802235 2024-11-15 1 0 HANNAH GOSCHA P02133534 4024968800 2024-11-14 2023 2024-10-15 13:58:12Z JOEL FALK SAME AS C ABOVE OMAHA NE 68178 287052 0 X WWW.BUSINESSETHICSALLIANCE.ORG X 2007 NE THE BUSINESS ETHICS ALLIANCE IS A COLLABORATION OF ORGANIZATIONS THAT LEAD IN DEVELOPING AWARENESS, UNDERSTANDING, TRAINING, AND MEASURES NECESSARY TO ENGAGE ORGANIZATIONAL COMPLIANCE, ETHICAL PRACTICES, AND AN ETHICAL CLIMATE THROUGHOUT THE BUSINESS COMMUNITY. 18 17 4 20 0 0 457927 250437 82773 31825 866 3065 0 1725 541566 287052 0 0 0 0 279510 209981 0 0 27954 336154 289369 615664 499350 -74098 -212298 559043 361967 31769 14491 527274 347476 X THE ALLIANCE'S MISSION IS TO ELEVATE AND INSPIRE LEADERS, ORGANIZATIONS, AND COMMUNITIES THROUGH POSITIVE, PRACTICAL BUSINESS ETHICS EDUCATION. WE WERE COLLABORATIVELY FORMED BY THE GREATER OMAHA BUSINESS COMMUNITY, THE BETTER BUSINESS BUREAU, CREIGHTON UNIVERSITY'S HEIDER COLLEGE OF BUSINESS, AND THE GREATER OMAHA CHAMBER OF COMMERCE. 0 0 280678 31825 THE ALLIANCE PROVIDES INDIVIDUAL, ORGANIZATIONAL, AND COMMUNITY PROGRAMS THAT ARE ATTENDED BY ALL LEVELS OF THE GREATER OMAHA BUSINESS COMMUNITY FROM EXECUTIVE TO FRONT-LINE. OUR SIGNATURE PROGRAMS DISCUSS ETHICAL ISSUES THAT IMPACT ORGANIZATIONS AT ALL LEVELS. OUR PROGRAMS AND WORKSHOPS OPENLY CHALLENGE AND ENCOURAGE GUESTS TO DISCUSS ETHICAL ISSUES AND UNDERSTAND BEST PRACTICES AND SOLUTIONS. PROGRAMS OFTEN INCLUDE PRESENTATIONS BY LOCAL OR NATIONAL BUSINESS LEADERS, PANEL DISCUSSIONS, GROUP EXERCISES, AND ROUNDTABLE CONVERSATIONS. THE ALLIANCE ALSO FEATURES SPECIALTY PROGRAMMING DEVELOPED TO REACH ETHICS AND COMPLIANCE OFFICERS, YOUNG PROFESSIONALS, AND K-12 STUDENTS. 280678 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X STEVE KOESTERS 4022802235 2500 CALIFORNIA PLAZA OMAHA NE 68178 MARK POHL CHAIR 1.00 X X 0 0 0 ANTHONY HENDRICKSON DIRECTOR 1.00 X 0 0 0 KEITH STATION TRUSTEE 1.00 X 0 0 0 MADELINE MOYER VICE CHAIR 1.00 X X 0 0 0 CHRISTINE NEUHARTH TRUSTEE 1.00 X 0 0 0 STEVE KOESTERS SECRETARY 1.00 X X 0 0 0 JOEL FALK TREASURER 1.00 X X 0 0 0 JOE WOSTER TRUSTEE 1.00 X 0 0 0 DANIEL PADILLA TRUSTEE 1.00 X 0 0 0 CHAD RICHTER TRUSTEE 1.00 X 0 0 0 ANNMARIE MARLIER EXECUTIVE DIRECTOR/CEO 1.00 X X 110000 0 0 DONNA DOSTAL DIRECTOR 1.00 X 0 0 0 HARRIS FRANKEL DIRECTOR 1.00 X 0 0 0 MARK MATHIA DIRECTOR 1.00 X 0 0 0 DAVID VANDEGINSTE DIRECTOR 1.00 X 0 0 0 PATRICIA KEARNS TRUSTEE 1.00 X 0 0 0 HEATH MELLO DIRECTOR 1.00 X 0 0 0 JAMES HEGARTY DIRECTOR 1.00 X 0 0 0 DAVID MAYER DIRECTOR 1.00 X 0 0 0 110000 0 0 1 0 0 0 0 250437 250437 ETHICS PROGRAMS 611430 31630 31630 ETHICS SPEAKING & TRAI 611430 195 195 31825 3065 3065 MISCELLANEOUS REVENUE 900099 1725 1725 1725 287052 31825 0 4790 X 110000 110000 84685 33513 39051 12121 15296 11275 3068 953 16190 16190 72226 5975 66251 1587 1587 30682 30682 1838 1838 PROGRAMS 119779 119571 208 CONSULTANT/TEMPORARY EM 20625 10625 10000 BONUS 8500 8500 COMPUTER EXPENSES 7814 7814 10128 344 4904 4880 499350 280678 190718 27954 393722 306724 159240 51000 61537 57294 6081 4243 559043 361967 31769 14491 31769 14491 X 340774 260976 186500 86500 527274 347476 559043 361967 -212298 40000 -7500 0 X X 0 1 X 1 0 X 479069 629486 494009 457927 263937 2324428 479069 629486 494009 457927 263937 2324428 283762 2040666 1608 938 441 866 3065 6918 5990 17849 390 1725 25954 2357300 357303 0.86570 0.89090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61537 57294 4243 4243 X 327052 40000 40000 287052 0 287052 499350 0 499350 0 499350 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 740-10 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 IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2020. FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - BOARD MEMBER HEATH MELLO, PRESIDENT AND CEO OF GREATER OMAHA CHAMBER OF COMMERCE (AS OF OCOTBER 2023), HAS BUSINESS RELATIONSHIPS WITH ALL COMPANIES REPRESENTED BY BOARD MEMBERS, AS EACH COMPANY REPRESENTED BY BOARD MEMBERS OF THE ORGANIZATION IS ALSO A MEMBER OF THE GREATER OMAHA CHAMBER OF COMMERCE. BOARD MEMBER ANTHONY HENDRICKSON IS THE DEAN OF THE COLLEGE OF BUSINESS ADMINISTRATION AT CREIGHTON UNIVERSITY. MANY BOARD MEMBERS AND COMPANIES AFFILIATED WITH BOARD MEMBERS ARE FINANCIAL SUPPORTERS OF CREIGHTON UNIVERSITY THROUGH DONATIONS. BOARD MEMBER JIM HEGARTY, PRESIDENT AND CEO OF THE BETTER BUSINESS BUREAU, HAS BUSINESS RELATIONSHIPS WITH MULTIPLE OTHER COMPANIES REPRESENTED BY BOARD MEMBERS, AS SEVERAL COMPANIES REPRESENTED BY BOARD MEMBERS ARE ALSO MEMBERS OF THE BETTER BUSINESS BUREAU. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED BY THE POLICY TO ANNUAL DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A TO ESTABLISH THE EXECUTIVE DIRECTOR'S COMPENSATION FOR SERVICES PERFORMED FOR THE ORGANIZATION, THE ORGANIZATION HAS USED SURVEYS AND COMPARABILITY DATA WHICH HAS BEEN REVIEWED BY THE INDEPENDENT MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E DONOR RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,880. TOTAL EXPENSES 4,880. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 344. MANAGEMENT AND GENERAL EXPENSES 1,690. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,034. PRODUCTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,471. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,471. TRAVEL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 831. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 831. PRINITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 392. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 392. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 265. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 265. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 255. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 255. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.