2025-10-08T09:59:44-04:00 2025-05-31 202170214 TAX HELP LLC 11422 Miracle Hills Dr Ste 100 Omaha NE 68154 990PF 2024-06-01 476033634 IOTA BENEFIT ASSOCIATION % CAROL DRAKE IOTA 4026814653 8111 DODGE ST OMAHA NE 68114 CAROL DRAKE DIRECTOR 4026814653 2025-09-15 false true KENT URBAN P01877287 4023346708 2025-10-08 2024 2025-03-06 01:10:19Z X 400991 X X 113 113 113 7438 7438 7438 25168 150639 25168 32719 32719 7551 400 400 241 241 241 192 2777 2749 2749 3610 3390 2990 0 19500 19500 23110 3390 2990 19500 9609 29329 4561 10085 13187 13187 325747 335754 387804 335832 348941 400991 0 0 X 335832 348941 335832 348941 335832 348941 335832 9609 345441 345441 INVESTMENTS P 2021-01-01 2025-05-31 150639 125471 25168 25168 25168 408 0 408 0 408 408 false false false false false false false true true NE true false false false false true DR CAROL A DRAKE 4026814653 9111 FARNAM ST OMAHA NE 68114 false false false false false false false false false false false false false false false true false false false false false false false DR AMY NEUMESITER 8812 WESTOVER ROAD OMAHA NE 68114 BOARD MEMBER 0.00 0 0 0 DR BRETT KETTELHUT 2011 S 189 CIRCLE OMAHA NE 68130 BOARD MEMBER 0.00 0 0 0 DR CAROL A DRAKE 9111 FARNAM ST OMAHA NE 68114 DIRECTOR 0.00 0 0 0 DR MARY KAY DRAKE 9907 BROADMOOR OMAHA NE 68114 BOARD MEMBER 0.00 0 0 0 DR RICHARD FORSMAN 825 DOCTORS BLDG SOUTH TOWER OMAHA NE 68132 BOARD MEMBER 0.00 0 0 0 DR MARK WILSON 8233 HOWARD STREET OMAHA NE 68114 BOARD MEMBER 0.00 0 0 0 BRIAN ZAHM 450 REGENCY PKWY OMAHA NE 68114 BOARD MEMBER 0.00 0 0 0 DR DENNIS STRAUSS 19509 FRANCES CIRCLE OMAHA NE 68130 BOARD MEMBER 0.00 0 0 0 DR PHYLISS BYRD 9111 FARNAM STREET OMAHA NE 68114 BOARD MEMBER 0.00 0 0 0 NONE 0 NONE IOTA CHAPTER - FUNDS MEDICAL SEMINARS AND PROGRAMS 6000 UNIVERSITY OF NEBRASKA MEDICAL CENTER - FUND HERITAGE 5000 INDIVIDUAL SCHOLARSHIPS TO UNIVERSITY OF NEBRASKA STUDENTS IN THE AMOUNT OF FIVE HUNDRED DOLLARS EACH 5000 0 0 9270 392207 401477 0 0 401477 6022 395455 19773 19773 408 408 19365 19365 19365 19500 19500 19365 17412 19500 17412 2088 17277 NA NA X IOTA BENEFIT - PHI RHO SIGMA 9111 FARNAM STREET OMAHA NE 68114 PF MEDICAL EDUCATION SEMINARS 8000 UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL NO 300 LINCOLN NE 68508 PF EDUCATION 5000 JAY BYRD 9111 FARNAM STREET OMAHA NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 TREVOR DAUBERT 9111 FARNAM STREET OMAHA NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 SOPHIE GART 9111 FARNAM STREET OMAHA NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 MADISON HAN 9111 FARNAM STREET OMAHA NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 JOSEPH KLEINSMITH 9111 FARNAM STREET OMAHA NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 JACOB WEENS 9111 FARNAM STREET OMAHA NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 MAX REGISTER 9111 FARNAM STREET OMAHA NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 KAITLYN THOMPSON 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 JAIME YRASTOVCA 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 CURRY ZALMAN 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 MUNROE MEYER FOUNDATION 985450 NEBRASKA MEDICAL CENTER Omaha NE 681985450 PC EDUCATION AND RESEARCH 3500 21500 0 14 7551 18 25168 32719 32719 8 SCHOLARSHIPS TO MEDICAL SCHOOL STUDENTS AND FUNDING SEMINARS false false false false false false false false false false TAX PREP FEES 400 400 0 0 DAVIS GLOBAL 34847 42571 T ROWE PRICE CAP APPRECIATION 41838 40645 DODGE & COX INTL STOCK 29357 42976 VANGUARD PRIMECAP ADMIRAL 38481 39204 VANGARD ST INFL PROT SEC INDEX 10693 10910 OAKMARK INSTL 29506 53940 PRIME CAP ODYSSEY 0 0 PIMCO TOTAL RETURN 13178 13326 POLEN GROWTH INSTITUTIONAL 0 0 PIMCO SHORT TERM 10633 10758 PIMCO INCOME 13744 13340 JANUS HENDERSON ENTERPRISE 36213 38914 AMERICAN MULTISECTOR INCOME 13249 13217 DODGE & COX GLOBAL BOND 13232 13616 DODGE & COX STOCK 50783 54387 INVESTMENT MANAGEMENT FEES 2749 2749 2749 0 STATE REGISTRATION FEES 28 0 0 0 EXCISE TAXES 241 241 241 0