Nonprofit · EIN 47-0731254
HERITAGE SERVICES
Also known as HERITAGE-JOSLYN FOUNDATION
Tax-exempt · OMAHA, NE 68114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,705,344 | $1,620,114 | $85,230 | $7,157,696 | $538,727 | $6,618,969 |
| December 31, 2023 | 990 | $1,622,877 | $1,119,203 | $503,674 | $6,066,035 | $157,446 | $5,908,589 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $310,000
- Program service revenue
- $1,203,333
- Investment income
- $192,011
- Net gain from sales of assets
- $44,679
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $497,920
- Other salaries and wages
- $726,836
- Salaries, compensation and benefits (total)
- $1,224,756
- Professional fundraising fees
- $0
- Occupancy
- $90,569
- Program services (functional)
- $1,187,350
- Management and general (functional)
- $432,764
Balance sheet and other
- Total assets, start of year
- $6,066,035
- Total assets, end of year
- $7,157,696
- Total liabilities, end of year
- $538,727
- Net assets, end of year
- $6,618,969
- Land, buildings and equipment
- $55,510
- Publicly traded securities
- $5,116,889
- Net assets without donor restrictions
- $6,463,760
- Net assets with donor restrictions
- $155,209
- Gross receipts
- $1,804,979
- Employees
- 7
- Volunteers
- 0
- Year formed
- 1989
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RACHEL JACOBSON | PRESIDENT Officer | 30 | $343,500 | $32,085 |
| SHANNON GILROY | VICE PRESIDENT OF DEVELOPMENT Highest-paid employee | 35 | $201,731 | $26,796 |
| RANAE KECKEISEN | TREASURER Officer | 35 | $151,861 | $10,847 |
| TAMMY ROZA | DIRECTOR OF OPERATIONS Highest-paid employee | 35 | $114,608 | $10,858 |
| MICKEY ANDERSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| MICHAEL R MCCARTHY | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MOGENS C BAY | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| SUSAN A BUFFETT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRUCE E GREWCOCK | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| SCOTT C HEIDER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KAREN LINDER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| DIANNE SEEMAN LOZIER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| D DAVID SLOSBURG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KENNETH E STINSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| LANCE FRITZ | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL WATERS | SECRETARY Officer | 1.5 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RACHEL JACOBSON | PRESIDENT Trustee or director, Officer | 40 | $290,000 | $20,300 |
| RANAE KECKEISEN | VICE PRESIDENT Trustee or director, Officer | 10 | $148,470 | $15,430 |
| TAMMY ROZA | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $119,480 | $3,614 |
| JENNIFER CALLAHAN | TREASURER/CONTROLLER Trustee or director, Officer | 10 | $61,027 | $0 |
| MICHAEL R MCCARTHY | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MOGENS C BAY | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| DANIEL WATERS | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| SUSAN A BUFFETT | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| W GARY GATES | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRUCE E GREWCOCK | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| HOWARD L HAWKS | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| SCOTT C HEIDER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| JOHN J KORALESKI | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| BRUCE R LAURITZEN | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KAREN LINDER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| DIANNE SEEMAN LOZIER | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| D DAVID SLOSBURG | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
| KENNETH E STINSON | DIRECTOR Trustee or director | 1.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10050 REGENCY CIR STE 101, OMAHA, NE 68114-3721
- Principal officer (990 for 2024)
- RACHEL JACOBSON, 10050 REGENCY CIRCLE SUITE 101, OMAHA, NE 68114
- Signed the 990
- RANAE KECKEISEN, VP
- Phone
- (402) 391-3190
- Website
- WWW.HERITAGEOMAHA.ORG
- Return prepared by
- LUTZ AND COMPANY PC
Mission
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.
Program accomplishments
- 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.Expenses $1,187,350 · revenue $1,203,333
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-0731254
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A12)
- Assets (IRS master file)
- $7,157,696
- Income (IRS master file)
- $1,804,979
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,705,344 | $1,620,114 | $7,157,696 | XML |
| 990 | December 2023 | $1,622,877 | $1,119,203 | $6,066,035 | XML |
| 990 | December 2022 | $1,371,782 | $1,015,882 | $5,027,846 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-0731254).
Questions about HERITAGE SERVICES
- What is the EIN of HERITAGE SERVICES?
- The employer identification number (EIN) of HERITAGE SERVICES is 47-0731254.
- Is HERITAGE SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to HERITAGE SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE SERVICES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HERITAGE SERVICES?
- The 990 for the year ended December 31, 2024 names RACHEL JACOBSON.
- Who are the officers and directors of HERITAGE SERVICES?
- The 990 for the year ended December 31, 2024 lists 16 people; 4 received compensation from the organization, the highest $343,500 (RACHEL JACOBSON, PRESIDENT).
- How much revenue does HERITAGE SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,705,344, expenses of $1,620,114 and total assets of $7,157,696 at year end.
Other nonprofits in OMAHA
- OMAHA PERFORMING ARTS SOCIETY EIN 47-0832480 · last filed 990 for 2025
- JOSLYN ART MUSEUM EIN 47-0384577 · last filed 990 for 2024
- OMAHA CHILDRENS TRUST EIN 99-1346934 · last filed 990 for 2024
- OPAS FOUNDATION EIN 20-3523938 · last filed 990 for 2025
- OMAHA SYMPHONY ASSOCIATION EIN 47-6039304 · last filed 990 for 2025
- PAULA FRIEDLAND BOGGUST FOUNDATION EIN 33-3451123 · last filed 990-PF for 2025
- THE DURHAM MUSEUM EIN 47-0556061 · last filed 990 for 2025
- OMAHA THEATER COMPANY EIN 47-0494912 · last filed 990 for 2025
All nonprofits in OMAHA · Nebraska · Arts, culture and humanities