2024-03-20T17:24:14-05:00 2023-06-30 470574775 FRANKEL LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2022-07-01 470756970 COMMUNITY ALLIANCE REHABILITATION SERVICES COMM 4023415128 4001 LEAVENWORTH ST OMAHA NE 68105 CAROLE J BOYE PRESIDENT & CEO 4023415128 2024-03-10 1 CAROLE BOYE 999009999 0 DAN J DAVIS P01084317 4024969100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROLE J BOYE 4001 LEAVENWORTH ST OMAHA NE 68105 21186248 0 X WWW.COMMUNITY-ALLIANCE.ORG X 1993 NE INTEGRATED COMMUNITY BASED MENTAL HEALTH SERVICES TO SUPPORT MENTAL, PHYSICAL, AND SOCIAL WELLBEING OF INDIVIDUALS WITH MENTAL ILLNESS. 19 19 284 20 0 0 2467247 1380275 15525892 19750558 2510 55415 0 0 17995649 21186248 3904132 5328743 0 0 8583737 10780025 0 0 0 4887570 6329266 17375439 22438034 620210 -1251786 7085982 5614916 1308742 1089462 5777240 4525454 X HELPING INDIVIDUALS WITH MENTAL ILLNESS ACHIEVE THEIR UNIQUE POTENTIAL AND TO LIVE, WORK, LEARN AND CONTRIBUTE IN A COMMUNITY OF MUTUAL SUPPORT. 0 0 6496394 5299078 5896521 SERVICES IN RESPONSE TO COVID 19: PROVIDED SUPPORT AND RECOVERY FOR THOSE AFFECTED BY THE COVID 19 PANDEMIC. RESPONSE SERVICES PROVIDED RENTAL ASSISTANCE TO OVER 1500 HOUSEHOLDS. SUICIDE PREVENTION EFFORTS PROVIDED SUICIDE PREVENTION TRAININGS TO OVER 1400 INDIVIDUALS AND ORGANIZATIONS. 4589044 24031 4659763 REHABILITION SERVICES: SERVICES TO HELP RESTORE STRENGTHS AND SKILLS FOR THOSE LIVING WITH SERIOUS MENTAL ILLNESS. THE ACT PROGRAM FOCUSING ON INDIVIDUALS WITH COMPLEX MENTAL HEALTH NEEDS AND A HISTORY OF HOSPITALIZATIONS ASSISTED INDIVIDUALS IN ACHIEVING 90% COMMUNITY TENURE (I.E. DAYS OUTSIDE OF THE HOSPITAL). 70% OF INDIVIDUALS IN RESIDENTIAL REHABILITATION SERVICES TRANSITIONED TO MORE INDEPENDENT LIVING AT DISCHARGE. 4318660 1491 4835319 PSYCHIATRIC & PRIMARY CARE SERVICES: INTEGRATED MEDICAL AND MENTAL HEALTH SERVICES WITH A FOCUS ON TOTAL HEALTH AND WELLNESS. EIGHTY PERCENT OF PARTICIPANTS IN PSYCHIATRIC & COUNSELING PROGRAMS REPORTED IMPROVEMENT OR ALLEVIATION OF IMPACT OF MENTAL HEALTH SYMPTOMS AFTER 6 MONTHS. SEVENTY-SEVEN PERCENT OF PERSONS WITH DIABETES MAINTAINED AN A1C LESS THAN 9%. SIXTY-NINE PERCENT OF PERSONS WITH BMI OUTSIDE OF NORMAL LIMITS HAD IMPROVEMENT ON WEIGHT OR WAIST CIRCUMFRERENCE. 4866895 4143 4358955 OTHER PROGRAMS INCLUDE: FAMILY AND PEER SUPPORT, COMMUNITY SUPPORT, EMPLOYMENT SERVICES, AND HOMELESS SERVICES. 4866895 4143 4358955 20270993 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 793 0 1 284 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X COMMUNITY ALLIANCE REHABILITATION SERVICES 4023415128 4001 LEAVENWORTH STREET OMAHA NE 68105 MARGIE HELLER CHAIR 0.50 2.50 X X 0 0 0 STEVE KERRIGAN SECRETARY TREASURER 0.50 2.50 X X 0 0 0 KATHY GERBER VICE CHAIR 0.50 5.00 X X 0 0 0 JANE ALSETH DIRECTOR 0.25 0.25 X 0 0 0 TONYA EGGSPUEHLER DIRECTOR 0.25 0.00 X 0 0 0 GEORGE KLEINE DIRECTOR 0.25 5.00 X 0 0 0 LORIE LEWIS DIRECTOR 0.25 2.75 X 0 0 0 DARLENE MUELLER DIRECTOR 0.25 0.00 X 0 0 0 JANET SUTERA DIRECTOR 0.25 0.00 X 0 0 0 CATHY BONNESEN DIRECTOR 0.25 0.00 X 0 0 0 GRAY DERRICK DIRECTOR 0.25 0.00 X 0 0 0 MURINE HEANEY DIRECTOR 0.25 0.00 X 0 0 0 CONNOR JENSEN DIRECTOR AS OF 1/1/2023 0.25 0.00 X 0 0 0 TAYLOR RENFRO DIRECTOR THRU 3/30/2023 0.25 0.00 X 0 0 0 BRENDA EHRHART DIRECTOR AS OF 1/1/2023 0.25 0.00 X 0 0 0 MIKE FRANK DIRECTOR AS OF 1/1/2023 0.25 0.00 X 0 0 0 HASSAN SHALLA DIRECTOR AS OF 1/1/2023 0.25 0.00 X 0 0 0 JEFFREY SOUTHALL DIRECTOR AS OF 1/1/2023 0.25 0.00 X 0 0 0 KOREY TAYLOR DIRECTOR AS OF 1/1/2023 0.25 0.00 X 0 0 0 STEPHANIE UNGER DIRECTOR AS OF 1/1/2023 0.25 0.00 X 0 0 0 CAROLE J BOYE PRESIDENT & CEO 7.00 33.00 X 0 245787 35341 AILEEN BRADY EXECUTIVE VP & COO 11.50 28.50 X 0 199149 34211 DOMINIC PARRISH CFO 9.00 31.00 X 0 114209 19438 JOHN BRADY PHYSICIAN 40.00 0.00 X 176045 0 13132 176045 559145 102122 1 0 1 0 TRIWEST GROUP 4450 ARAPHANOE AVE STE 100 BOULDER CO 80303 PROFESSIONAL SERVICES 720000 INTEGRATED TELEHEALTH SERVICES 1501 42ND ST SUITE 575 WEST DES MOINTES IA 50266 PSYCHIATRIC SERVICES 208069 THE NEBRASKA MEDICAL CENTER 988145 NEBRASKA MEDICIAL CENTER OMAHA NE 68198 PSYCHIATRIC SERVICES 154264 GENOA TELEPSYCHIATRY PO BOX 84019 CHICAGO IL 60689 PSYCHIATRIC SERVICES 134978 4 168000 500000 712275 22915 1380275 FEES FROM GOVERNMENT AGENCIES 623990 13646409 13646409 MEDICARE/MEDICAID 623990 5378624 5378624 CLIENT FEES 623990 351674 351674 PATH 623990 238202 238202 135649 135649 19750558 29245 29245 26170 0 26170 26170 26170 21186248 19750558 0 55415 X 5328743 5328743 8411344 8411344 138228 138228 1612507 1612507 617946 617946 1936158 49164 1886994 33214 33214 19754 19754 2299529 2299529 390184 390184 316737 36690 280047 385543 385543 202357 202357 66562 66562 224201 224201 OTHER EXPENSES 289964 289964 FOOD 150110 150110 FEES, LICENSES & PERMIT 14953 14953 22438034 20270993 2167041 0 5435952 3400695 1447975 1096731 40388 878129 2678 2678 1237827 1004867 157560 232960 1429 3723 7085982 5614916 1061362 836789 247380 252673 1308742 1089462 X 3374060 2887902 2403180 1637552 5777240 4525454 7085982 5614916 -1251786 0 X X 0 1 X 1 1 1 X 1730800 1309111 3623032 2467247 1380275 10510465 8978593 8269030 11338800 15525892 19750558 63862873 10709393 9578141 14961832 17993139 21130833 74373338 0 0 0 74373338 65630 43737 2156 2510 29245 143278 65630 43737 2156 2510 29245 143278 10775023 9621878 14963988 17995649 21160078 74516616 0.99810 0.99740 0.00190 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 308493 249818 58675 929334 755049 174285 232960 DUE TO AFFILIATE 252673 252673 X 21186248 0 21186248 0 21186248 22438034 0 22438034 0 22438034 PART X, LINE 2: THE AGENCY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY HAS RECEIVED A DETERMINATION LETTER THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN THE AGENCY'S TAX-EXEMPT STATUS. ACCOUNTING STANDARDS REQUIRE DISCLOSURE AND RECOGNITION IN FINANCIAL STATEMENTS OF POSITIONS TAKEN IN A TAX RETURN ABOUT THE TREATMENT OF TRANSACTIONS AND EVENTS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. TAX POSITIONS RELATIVE TO A NOT-FOR-PROFIT ORGANIZATION INCLUDE ACTIVITIES THAT MAY ENDANGER ITS EXEMPT PURPOSE AND STATUS AS AN EXEMPT ORGANIZATION. THE AGENCY BELIEVES IT COMPLIES WITH ALL RELEVANT TAX LAWS AND REGULATIONS AND HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS; ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENT. 0 BUS TICKETS 500 6750 FAIR MARKET VALUE BUS TICKETS ARE FURNISHED TO CLIENTS WITHOUT CHARGE WHEN THE ARE UNABLE TO PAY. BAGELS, BREAD, ROLLS, MUFFINS, SCONES & PASTRIES 150 22915 FAIR MARKET VALUE BREAD IS DISTRIBUTED TO CLIENTS WITHOUT CHARGE BASED ON NEED. RENTAL ASSISTANCE 1634 5299078 PART I, LINE 2: GRANTS ARE GIVEN TO CLIENTS BASED ON FINANCIAL NEED. THE CLIENTS UTILIZE THE ITEMS RECIEVED AND ALL CLIENTS LIVE IN THE UNITED STATES. 0 0 0 0 0 0 0 0 0 CAROLE J BOYE PRESIDENT & CEO 0 245787 0 0 0 0 0 27643 0 7698 0 281128 0 0 AILEEN BRADY EXECUTIVE VP & COO 0 199149 0 0 0 0 0 26508 0 7703 0 233360 0 0 JOHN BRADY PHYSICIAN 176045 0 0 0 0 0 2015 0 11117 0 189177 0 0 0 PART I, LINE 3 THE SALARIES AND BENEFITS FOR CAROLE BOYE AND AILEEN BRADY ARE PAID FROM A RELATED ORGANIZATION, COMMUNITY ALLIANCE, INC. MS. BOYE SERVES AS THE PRESIDENT AND CEO OF COMMUNITY ALLIANCE, INC.; SHE ALSO IS CONSIDERED THE TOP MANAGEMENT OFFICIAL OF COMMUNITY ALLIANCE REHABILITATION SERVICES. AILEEN BRADY IS THE EXECUTIVE VICE PRESIDENT AND COO OF COMMUNITY ALLIANCE REHABILITATION SERVICES. COMMUNITY ALLIANCE, INC. UTILIZES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE IN ESTABLISHING THE COMPENSATION OF THE EXECUTIVES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, COMPRISED OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER, HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 6 COMMUNITY ALLIANCE, INC., A TAX EXEMPT CORPORATION IS THE SOLE MEMBER OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B COMMUNITY ALLIANCE, INC., A TAX EXEMPT CORPORATION IS A SOLE MEMBER OF THIS CORPORATION. COMMUNITY ALLIANCE, INC. HAS THE RIGHT TO APPROVE OR DISAPPROVE ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND TO THE BYLAWS OF THE CORPORATION; ANY SALE, LEASE, TRANSFER OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; THE INCURRING OF INDEBTEDNESS, DISCONTINUATION OF PROGRAMS OR CHANGES TO THE MISSION STATEMENT OF THE CORPORATION; THE CORPORATION'S ANNUAL BUDGET; TO APPOINT THE SENIOR MANAGING AGENT OF THE CORPORATION; TO RECEIVE REGULAR FINANCIAL REPORTS FROM THE CORPORATION, AND CONFIRM DIRECTORS ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990, PREPARED BY THE INDEPENDENT ACCOUNTING FIRM IS FORWARDED TO THE ORGANIZATION'S AUDIT COMMITTEE, WHICH IS COMPRISED OF BOARD MEMBERS AND OFFICERS. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND REPORTS ITS FINDINGS AND RECOMMENDATIONS TO THE BOARD. THE FORM 990 IS FINALIZED AND SUBMITTED UPON CONCLUSION OF THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND EXECUTIVE LEADERSHIP ARE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY AND SUBMIT A WRITTEN DISCLOSURE/COMPLIANCE STATEMENT. IN ADDITION TO ANNUAL DISCLOSURES, ALL PERSONS SUBJECT TO THIS POLICY ARE REQUIRED TO IMMEDIATELY REPORT ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE IN ACCORDANCE WITH THESE PROCEDURES AND ABSTAIN FROM PARTICIPATION IN THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE COMPRISED OF THE BOARD OFFICERS OF ALL COMMUNITY ALLIANCE AFFILIATED CORPORATIONS CONDUCT AN ANNUAL REVIEW OF EXECUTIVE COMPENSATION FOR SENIOR ADMINISTRATIVE STAFF. THE COMMITTEE UTILIZES LOCAL, REGIONAL, AND NATIONAL DATA OF COMPARABLE AGENCIES, OBTAINED THROUGH FORM 990S, LOCAL AND NATIONAL SALARY SURVEYS, AND OTHER CRITERIA IT DEEMS APPROPRIATE IN SETTING THE COMPENSATION OF SENIOR ADMINISTRATIVE STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO REGULATORY BODIES, FUNDERS, DONORS AND THE PUBLIC UPON REQUEST AT THE CORPORATION'S MAIN OFFICE. FORM 990, PART IX, LINE 11G MEDICAL SERVICES/CONTRACTS: PROGRAM SERVICE EXPENSES 1,834,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,834,070. GROUNDS CONTRACTS: PROGRAM SERVICE EXPENSES 18,801. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,801. REPAIRS & MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 43,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,338. OTHER CONTRACTS: PROGRAM SERVICE EXPENSES 403,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 403,320. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR. THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. COMMUNITY ALLIANCE INC 4001 LEAVENWORTH ST OMAHA NE 68105 470637493 ADMINISTRATION AND MANAGEMENT OF COMMUNITY ALLIANCE ENTITIES NE 501(C)(3) LINE 12C, III-FI 0 COMMUNITY ALLIANCE HOUSING MANAGEMENT SERVICES 4001 LEAVENWORTH ST OMAHA NE 68105 202777542 MANAGE SUPPORTIVE HOUSING PROGRAMS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE FOUNDATION 4001 LEAVENWORTH ST OMAHA NE 68105 470756969 FINANCIAL SUPPORT OF COMMUNITY ALLIANCE ENTITIES NE 501(C)(3) LINE12A, I COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE RESIDENTIAL SERVICES 4001 LEAVENWORTH ST OMAHA NE 68105 470756972 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION I 4001 LEAVENWORTH ST OMAHA NE 68105 363527624 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION IV 4001 LEAVENWORTH ST OMAHA NE 68105 470774091 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION V 4001 LEAVENWORTH ST OMAHA NE 68105 470828338 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION VI 4001 LEAVENWORTH ST OMAHA NE 68105 470837929 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION VII 4001 LEAVENWORTH ST OMAHA NE 68105 721579136 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 7 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION II 4001 LEAVENWORTH ST OMAHA NE 68105 363691035 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION III 4001 LEAVENWORTH ST OMAHA NE 68105 470741392 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0