2025-08-19T12:35:55-05:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2024-01-01 470731254 HERITAGE SERVICES HERI 4023913190 10050 REGENCY CIRCLE 101 OMAHA NE 68114 RANAE KECKEISEN VP 4023913190 2025-08-19 1 0 DANIEL SWEENEY JD LLM P02009973 4024968800 2025-08-13 2024 2025-03-06 01:10:19Z HERITAGE OMAHA RACHEL JACOBSON 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 1804979 0 X WWW.HERITAGEOMAHA.ORG X 1989 NE 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 MANAGEMENT OF CERTAIN PROJECTS IN 2024 INCLUDING THE NEW OMAHA CENTRAL LIBRARY AND A NEW OMAHA CHILDREN'S MUSEUM AT THE RIVERFRONT IN DOWNTOWN OMAHA. 11 11 7 0 0 0 525000 310000 966667 1203333 121210 192011 10000 0 1622877 1705344 0 0 0 0 842442 1224756 0 0 0 276761 395358 1119203 1620114 503674 85230 6066035 7157696 157446 538727 5908589 6618969 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 MANAGEMENT OF CERTAIN PROJECTS IN 2024 INCLUDING THE NEW OMAHA CENTRAL LIBRARY AND A NEW OMAHA CHILDREN'S MUSEUM AT THE RIVERFRONT IN DOWNTOWN OMAHA. 0 0 1187350 1203333 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. 1187350 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 6 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X RANAE KECKEISEN 4023913190 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 MICKEY ANDERSON DIRECTOR 1.50 X 0 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 SUSAN A BUFFETT DIRECTOR 1.50 X 0 0 0 BRUCE E GREWCOCK DIRECTOR 1.50 X 0 0 0 SCOTT C HEIDER 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 LANCE FRITZ DIRECTOR 1.50 X 0 0 0 DANIEL WATERS SECRETARY 1.50 X 0 0 0 RACHEL JACOBSON PRESIDENT 30.00 10.00 X 343500 0 32085 RANAE KECKEISEN TREASURER 35.00 5.00 X 151861 0 10847 TAMMY ROZA DIRECTOR OF OPERATIONS 35.00 5.00 X 114608 0 10858 SHANNON GILROY VICE PRESIDENT OF DEVELOPMENT 35.00 5.00 X 201731 0 26796 811700 0 80586 4 0 1 0 0 310000 310000 CONSULTING INCOME 900099 1203333 1203333 1203333 147332 147332 144314 99635 44679 44679 44679 1705344 0 0 1395344 497920 497920 726836 420647 306189 90569 69547 21022 ADMINISTRATIVE EXPENSES 185347 80608 104739 PROJECT COSTS 94791 94791 SPECIAL EVENTS 23837 23837 BANK FEES 814 814 1620114 1187350 432764 0 125448 520249 1439249 890460 116667 100000 21193 18167 133518 78008 53412 55510 4178419 5116889 131647 456421 6066035 7157696 63047 152860 94399 385867 157446 538727 X 5658589 6463760 250000 155209 5908589 6618969 6066035 7157696 85230 625150 0 X X 0 1 X 1 0 X 290000 391000 383325 525000 310000 1899325 290000 391000 383325 525000 310000 1899325 480011 1419314 54091 27759 71656 121210 147332 422048 2321373 4965000 0.61140 0.32380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63674 37487 26187 69844 40521 29323 55510 REIMBURSABLE PROJECT COSTS 70198 OPERATING LEASE ROU ASSETS 386223 456421 OPERATING LEASE LIABILITIES 385867 385867 X 2342505 625150 12825 637975 1704530 814 814 1705344 1632125 12825 12825 1619300 814 814 1620114 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 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, 2024 AND 2023, 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'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR DECEMBER 31, 2023, 2022 AND 2021 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 310000 0 22500 0 11000 0 22470 0 9615 0 375585 0 0 0 SHANNON GILROY VICE PRESIDENT OF DEVELOPMENT 201731 0 0 0 0 0 22992 0 3804 0 228527 0 0 0 RANAE KECKEISEN TREASURER 149361 0 0 0 2500 0 10847 0 0 0 162708 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 CURRENT ACOUNTANT, LUTZ, 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. OMAHA SHELTER FOR HOMELESS TRUST 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 823653921 HOMELESS SHELTER 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 350000 CASH PAID