2026-08-18T13:21:14-06:00 2026-05-31 202170214 TAX HELP LLC 11422 Miracle Hills Dr Ste 100 Omaha NE 68154 990PF 2025-06-01 476033634 IOTA BENEFIT ASSOCIATION % CAROL DRAKE IOTA 4026814653 8111 DODGE ST OMAHA NE 68114 CAROL DRAKE DIRECTOR 4026814653 2026-08-12 false KENT URBAN P01877287 4023346708 2026-08-18 2025 2025-03-06 01:10:19Z X 468926 X X 8072 8072 33170 94039 33170 41242 41242 400 400 408 408 3257 3257 4065 4065 0 22700 22700 26765 4065 22700 14477 37177 0 13187 17468 17468 322576 332772 451458 335763 350240 468926 0 0 X 335763 350240 335763 350240 335763 350240 335763 14477 350240 350240 INVESTMENTS P 2021-01-01 2026-05-31 94039 60869 33170 33170 33170 517 0 517 0 517 517 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 5000 UNIVERSITY OF NEBRASKA MEDICAL CENTER - FUND HERITAGE 10000 INDIVIDUAL SCHOLARSHIPS TO UNIVERSITY OF NEBRASKA STUDENTS 4700 MUNROE MEYER FOUNDATION 3000 0 429045 13144 0 442189 0 0 442189 6633 435556 21778 21778 517 517 21261 21261 21261 22700 22700 21261 17277 22700 17277 5423 15838 NA NA X IOTA BENEFIT - PHI RHO SIGMA 9111 FARNAM STREET OMAHA NE 68114 PF MEDICAL EDUCATION SEMINARS 5000 UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL NO 300 LINCOLN NE 68508 PF EDUCATION 10000 MUNROE MEYER FOUNDATION 985450 NEBRASKA MEDICAL CENTER OMAHA NE 681985450 PC EDUCATION AND RESEARCH 3000 EMILY BAXTER 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 BRIDGETT BAXTER 9111 FARMAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 MARIE ATTEBERRY 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 MARIE BERNHARD 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 EMILY EHSAN 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 ANNA HAGGART 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 MADELINE HELM 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 LAUREN KLINGMANN 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 MEGAN OTT 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 TANNER OURADA 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 MARGARITA PIPINOS 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 REBECCA WILLIAMS 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 ETHAN RUH 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 COURTNEY DOHERTY 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 300 JAY BYRD 9111 FARNAM STREET Omaha NE 68114 NA I SCHOLARSHIP FOR EDUCATION 500 22700 0 14 8072 18 33170 41242 41242 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 35132 46795 T ROWE PRICE CAP APPRECIATION 40097 47646 DODGE & COX INTL STOCK 22324 47983 VANGUARD PRIMECAP ADMIRAL 25655 39162 VANGARD ST INFL PROT SEC INDEX 13287 13604 OAKMARK INSTL 22342 54538 DODGE AND COX EMERGING MARKETS 10471 19257 JANUS HENDERSON VENTURE CL I 11904 18485 PGIM HIGH YIELD CL Z 12896 14748 PIMCO SHORT TERM 8090 8151 PIMCO INCOME 14569 14453 JANUS HENDERSON ENTERPRISE 36740 41573 AMERICAN MULTISECTOR INCOME 14688 14795 DODGE & COX GLOBAL BOND 14073 14839 DODGE & COX STOCK 50504 55429 INVESTMENT MANAGEMENT FEES 3257 3257 0 0 EXCISE TAXES 408 408 0 0