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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 83-1714821

HERITAGE COMMUNITIES FOUNDATION

Tax-exempt · OMAHA, NE 68130

Financials

$23K$26K2023
Revenue Expenses · by fiscal year end
Financials of HERITAGE COMMUNITIES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990-EZ$23,273$26,351-$3,078$37,725$273$37,452
Financial details: 990-EZ for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$23,042
Investment income
$231

Expenses

Grants and similar amounts paid
$24,029
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$2,299
Other expenses
$23
Program services (functional)
$24,029

Balance sheet and other

Total assets, start of year
$40,530
Total assets, end of year
$37,725
Total liabilities, end of year
$273
Net assets, end of year
$37,452
Cash, savings and investments
$35,389
Gross receipts
$23,273

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-EZ for the year ended December 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
FARHAN KHANPRESIDENT1$0
NATE UNDERWOODVICE PRESIDENT, TREASURER1$0
AMY BIRKELSECRETARY1$0

Address and contacts

Address (IRS master file)
16934 FRANCES ST STE 200, OMAHA, NE 68130-2397
In care of
% NATHAN UNDERWOOD
Mailing address (990-N for 2025)
16934 FRANCES ST 200, OMAHA NE 68130
Principal officer (990-N for 2025)
NATE UNDERWOOD, 16934 FRANCES ST 200, OMAHA NE 68130
Signed the 990-EZ
NATE UNDERWOOD, VICE PRESIDENT, TREASURER
Phone
(402) 933-2561
Return prepared by
LUTZ AND COMPANY PC

Mission

HERITAGE COMMUNITIES FOUNDATION WAS FORMED AS A VEHICLE TO ASSIST EMPLOYEES OF SENIOR LIVING COMMUNITIES AND OTHER ENTERPRISES AFFILIATED WITH THE ORGANIZATION. THE PURPOSE OF THE ORGANIZATION IS TO IMPLEMENT AN EMPLOYEE CARE FUND TO PROVIDE AWARDS TO SUCH EMPLOYEES AND THEIR FAMILIES FACING UNEXPECTED OR UNAVOIDABLE CIRCUMSTANCES OUTSIDE THE EMPLOYEE'S CONTROL THAT CREATE AN ECONOMIC HARDSHIP.

990-EZ for the year ended December 31, 2023

Program accomplishments

  • THE ORGANIZATION'S CHARITABLE PURPOSE IS TO ASSIST EMPLOYEES WITH THE TEMPORARY FINANCIAL CONSEQUENCES OF DISASTER OR PERSONAL HARDSHIP. THE ELIGIBLE CLASS OF BENEFICIARIES IS INTENDED TO BE LARGE AND INDEFINITE.
    Expenses $24,029 · grants $24,029

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-N on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for HERITAGE COMMUNITIES FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
83-1714821
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
2020
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Human services (P60)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: NATE UNDERWOOD
December 31, 2025≤ $50,000 receipts––e-Postcard
990-N for 2024
Officer: NATE UNDERWOOD
December 31, 2024≤ $50,000 receipts––e-Postcard
990-EZDecember 2023$23,273$26,351$37,725XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––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 83-1714821).

Questions about HERITAGE COMMUNITIES FOUNDATION

What is the EIN of HERITAGE COMMUNITIES FOUNDATION?
The employer identification number (EIN) of HERITAGE COMMUNITIES FOUNDATION is 83-1714821.
Is HERITAGE COMMUNITIES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to HERITAGE COMMUNITIES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HERITAGE COMMUNITIES FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of HERITAGE COMMUNITIES FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERITAGE COMMUNITIES FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
Who is the principal officer of HERITAGE COMMUNITIES FOUNDATION?
The 990-N for 2025 names NATE UNDERWOOD.
Who are the officers and directors of HERITAGE COMMUNITIES FOUNDATION?
The 990-EZ for the year ended December 31, 2023 lists 3 people; 0 received compensation from the organization.
How much revenue does HERITAGE COMMUNITIES FOUNDATION have?
On its 990-EZ for the year ended December 31, 2023 it reported revenue of $23,273, expenses of $26,351 and total assets of $37,725 at year end.

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