2024-06-24T09:54:12-05:00 2023-09-30 470677245 HBE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2022-10-01 363430278 NEIGHBORHOODS INC NEIG 4024777181 2530 Q ST LINCOLN NE 685033538 CHARLIE WESCHE INTERIM EXECUTIVE OFFICER 4024777181 2024-06-10 1 CHARLIE WESCHE 999009999 0 KRYSTAL L SIEBRANDT CPA CFE CGMA P00543870 4024234343 2024-06-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NEIGHBORWORKS LINCOLN CHARLIE WESCHE 2530 Q ST LINCOLN NE 685033538 4658156 0 X NWLINCOLN.ORG X 1986 NE NEIGHBORWORKS LINCOLN REVITALIZES NEIGHBORHOODS AND SUPPORTS HOMEOWNERSHIP KEEPING LINCOLN A SAFE AND PROSPEROUS COMMUNITY. 18 18 18 221 72000 44729 3612695 2839421 259782 378099 11624 37915 -656706 -756408 3227395 2499027 0 0 0 0 738836 917897 0 0 201770 748499 914573 1487335 1832470 1740060 666557 9546765 10938970 853457 1579105 8693308 9359865 NEIGHBORWORKS LINCOLN REVITALIZES NEIGHBORHOODS AND SUPPORTS HOMEOWNERSHIP KEEPING LINCOLN A SAFE AND PROSPEROUS COMMUNITY. 0 0 732425 22010 HOME BUYER SERVICES - NWL PROVIDES A HUD-APPROVED PRE-PURCHASE COURSE DESIGNED TO PREPARE INDIVIDUALS FOR HOME OWNERSHIP. THE HOMEBUYER EDUCATION PROGRAM IS A SERIES OF 4 IN PERSON CLASSES. NWL PROVIDES DOWN PAYMENT ASSISTANCE TO HELP WITH THE REQUIRED DOWN-PAYMENT AND CLOSING COSTS TO QUALIFIED LOW-TO-MODERATE INCOME BORROWERS. HOMES CAN BE PURCHASED ANYWHERE WITHIN LINCOLN'S CITY LIMITS BUT SPECIAL INCENTIVES, INCLUDING LOAN FORGIVENESS, ARE AVAILABLE TO BUYERS WHO PURCHASE IN SPECIFIC GEOGRAPHIC AREAS. 223915 -484162 REAL ESTATE DEVELOPMENT - NWL BUILDS A VARIETY OF NEW HOMES EACH YEAR OFFERED FIRST TO INDIVIDUALS WHO HAVE COMPLETED THE HOMEBUYER EDUCATION PROGRAM. IN ADDITION TO BUILDING NEW HOMES, NWL PURCHASES AND EXTENSIVELY RENOVATES EXISTING HOMES THAT ARE ALSO PRIORITIZED FOR BUYERS THAT HAVE COMPLETED THE HOMEBUYER EDUCATION PROGRAM. 261511 11843 COMMUNITY BUILDING - NWL STRENGTHENS NEIGHBORHOODS ACROSS LINCOLN BY INCREASING LEADERSHIP CAPACITY. RESIDENTS EQUIPPED WITH THE TOOLS THEY NEED TO CREATE INCLUSIVE COMMUNITIES ARE LINCOLN'S BEST AMBASSADORS. THE COMMUNITY BUILDING PROGRAM CULTIVATES RELATIONSHIPS TO HELP IMPROVE QUALITY OF LIFE FOR ALL LINCOLN RESIDENTS THROUGH APPRECIATIVE INQUIRY AND AN ASSET-BASED COMMUNITY DEVELOPMENT APPROACH. ANOTHER KEY FOCUS OF NWL IS THE CENTERING OF HISTORICALLY MARGINALIZED NEIGHBORHOODS AND THE FACILITATION OF POWER TRANSFER FROM INSTITUTIONS TO RESIDENTS. 1217851 1 1 0 1 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 1 0 0 0 1 0 0 0 0 1 14 0 1 18 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4024777181 2530 Q STREET LINCOLN NE 68503 ERIC GERRARD PRESIDENT 1.00 X X 0 0 0 ADELLE BURK VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL THOMPSON SECRETARY 1.00 X X 0 0 0 TOM KLEIN TREASURER 1.00 X X 0 0 0 GREG BAKER DIRECTOR 1.00 X X 0 0 0 DESARIE BALL DIRECTOR 1.00 X 0 0 0 SCOTT HOLECHEK DIRECTOR 1.00 X 0 0 0 BRAD KOCH DIRECTOR 1.00 X 0 0 0 LINDSAY LIMBACH DIRECTOR 1.00 X 0 0 0 JESSECA MARCHAND DIRECTOR 1.00 X 0 0 0 STEPHANIE MATEJKA DIRECTOR 1.00 X 0 0 0 TJ MCDOWELL JR DIRECTOR 1.00 X 0 0 0 LLANA MEZA DIRECTOR 1.00 X 0 0 0 KATIE MIMS DIRECTOR 1.00 X 0 0 0 JODI PAYNE DIRECTOR 1.00 X 0 0 0 ALICIA PHILLIPS DIRECTOR 1.00 X 0 0 0 CHRISTIANA VERMELINE DIRECTOR 1.00 X 0 0 0 KATHERINE WALTER DIRECTOR 1.00 X 0 0 0 WAYNE MORTENSEN CHIEF EXECUTIVE OFFICER 40.00 X 125000 0 2356 MARTHA A LEE CHIEF OPERATING OFFICER 40.00 X 26756 0 807 RACHEL SURMICK CHIEF OPERATING OFFICER 40.00 X 78350 0 11581 230106 0 14744 1 0 0 0 CLOVER REMODELING 539 WEST 5TH WAHOO NE 68066 REMODELING 228244 D2 & E LLC DBA DE BUILDERS 2471 COUNTY ROAD B DENTON NE 68339 BUILDING 222944 HBE LLP 7140 STEPHANIE LANE LINCOLN NE 68516 ACCOUNTING 154419 3 2195040 644381 63685 2839421 DEVELOPER FEES 230000 186083 186083 MANAGEMENT FEES 561000 72000 72000 RENTAL REHAB PROGRAM FEES 532000 58200 58200 REAL ESTATE DEVELOP FEES 230000 27963 27963 HOMEOWNERSHIP FEES 541990 22010 22010 11843 11843 378099 37915 37915 17600 1739 15861 15861 15861 1385121 2157390 -772269 -772269 2499027 -450309 72000 37915 211325 130470 57586 23269 575566 355349 156841 63376 73439 40819 26215 6405 57567 35542 15687 6338 20770 12066 5222 3482 177081 102872 44519 29690 48237 5774 5789 36674 1015 261 2035 -1281 15513 7395 5747 2371 6398 2854 3366 178 2809 2809 31123 16961 8373 5789 43785 23863 11778 8144 TAXES 12572 6851 3383 2338 FORGIVENESS OF LOANS 355015 355015 OUTSIDE CONSULTANTS 48166 18942 26572 2652 REGISTRATION FEES AND T 31690 18096 10500 3094 120399 81912 29236 9251 1832470 1217851 412849 201770 1651318 2202722 39818 45037 496130 677633 13144 39982 4594650 4959153 1800490 2027426 66957 13473 1380071 367117 925080 1012954 -54486 -54486 13664 15076 9546765 10938970 108457 434105 745000 1145000 853457 1579105 X 3098399 3099758 5594909 6260107 8693308 9359865 9546765 10938970 666557 0 X X 0 1 X 1 1 1 X 1860867 1916297 2386708 3612695 2839421 12615988 1860867 1916297 2386708 3612695 2839421 12615988 517376 12098612 7241 7040 34070 47360 55515 151226 42000 72000 114000 12881214 5487490 0.93920 0.98820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71 2738 2809 1831400 1834209 241710 60428 0 0 214816 211573 223734 241710 891833 1337750 214 218 1874 2809 5115 53704 52893 55934 60428 222959 334439 36 173 71 280 118997 118997 1116817 230000 886817 144257 137117 7140 1012954 X 2500766 1739 1739 2499027 0 2499027 1834209 1739 1739 1832470 0 1832470 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEAR ENDED SEPTEMBER 30, 2023, THE ORGANIZATION HAD NO TAX LIABILITY ON UNRELATED BUSINESS ACTIVITY. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X 1 62000 FMV X OTHER 2 1685 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER REVIEWS THE FORM 990 BEFORE IT IS FILED. BOARD MEMBERS RECEIVE A COPY BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CEO MONITORS ANY CONFLICTS OF INTEREST DISCLOSED AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS SET AND APPROVED BY THE BOARD OF DIRECTORS. THE OPERATING OFFICER'S COMPENSATION IS SET BY THE EXECUTIVE DIRECTOR AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICE. PART XII, LINE 2C: THE FINANCE COMMITTEE OVERSEES THE AUDIT. THIS PROCESS HAS NOT CHANGED. NEIGHBORWORKS LINCOLN LAND TRUST LLC 2530 Q ST LINCOLN NE 68503 884025427 LAND TRUST ACTIVITIES NE 119900 118996 NEIGHBORHOODS INC