2019-10-14T21:51:16-07:00 2018-12-31 990 2018-01-01 470731254 HERITAGE SERVICES HERI 4023913190 10050 Regency Circle Suite 101 Omaha NE 68114 Jennifer Callahan Treasurer 4023913190 2019-09-15 136.35.38.39 2018 2020-01-14 16:20:31Z Susan L Morris 10050 Regency Circle Suite 101 Omaha NE 68114 2297760 0 X X 1989 NE Heritage Services' mission is to provide education, financial services, facilities and fundraising assistance to 501(c)(3) entities in the Omaha metropolitan area. Heritage Services was involved in the fundraising and campaign management of several projects in 2018 including a homeless shelter for the Siena Francis House, and fundraising and project management for an ambulatory care facility for the Veterans Ambulatory Center Development Corporation. 12 12 4 0 0 0 4126643 12826214 525000 720000 89011 138585 -3245413 -11476710 1495241 2208089 0 0 0 0 783699 854841 0 0 0 350581 1184673 1134280 2039514 360961 168575 7495224 14921342 3755134 11078819 3740090 3842523 Heritage Services' mission is to provide education, financial services and fundraising assistance to 501(c)(3) entities in the Omaha metropolitan area. Heritage Services was involved in the fundraising and campaign management of several projects in 2018 including a new homeless shelter for the Siena Francis House, as well as a new ambulatory care facility for the Veterans Ambulatory Center Development Corporation. 0 0 401230 0 0 The Organization is involved in several community projects as described in number one above. The expenses of these projects are primarily shown on the books of the organization to which the project relates; however there are times when Heritage incurs certain project costs for which it is not reimbursed or are not covered under the project. In 2018, Heritage Services incurred expenses totaling $401,230. This total amount related to several projects in process including a potential new science center and athletic complex for a local university. 561487 0 0 A portion of the salary of the President and Director of Development as well as certain operating expenses are allocated to program services. 575630 0 0 In 2018, Heritage Services incurred expenses relating to a USS Omaha event as well as other functions and events relating to donor cultivation. 0 0 0 1538347 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 10 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X Jennifer Callahan 4023913190 10050 Regency Circle Suite 101 Omaha NE 68114 Walter Scott Jr Chairman 1.25 0 X X 0 0 0 Mogens C Bay Director 1.25 0 X 0 0 0 Richard R Bell Director 1.25 0 X 0 0 0 W Gary Gates Director 1.25 0 X 0 0 0 Howard L Hawks Director 1.25 0 X 0 0 0 Michael R McCarthy Director 1.25 0 X X 0 0 0 Daniel Neary Director 1.25 0 X 0 0 0 Kenneth E Stinson Director 1.25 0 X 0 0 0 Jack Koraleski Director 1.25 0 X 0 0 0 D David Slosburg Director 1.25 0 X 0 0 0 Scott Heider Director 1.25 0 X 0 0 0 Bruce R Lauritzen Director 1.25 0 X 0 0 0 Carr E Heaney Secretary 1.25 0 X 0 0 0 Jennifer L Callahan Treasurer 20 0 X 104582 0 0 Susan L Morris President 40 0 X 316987 0 0 421569 0 0 2 0 1 0 Bethany Ochsner 10050 Regency Circle Suite 101 Omaha NE 68114 development services 152708 Jennifer Callahan 10050 Regency Circle Suite 101 Omaha NE 68114 accounting services 104582 T&G Real Estate Solutions LLC 10340 North 84th Street Omaha NE 681222216 construction management 166667 3 0 0 0 0 0 12826214 0 12826214 Consulting revenue 900099 720000 720000 0 0 0 0 0 0 720000 138975 0 0 138975 0 0 0 0 0 0 0 0 0 0 89281 0 89671 0 -390 0 -390 -390 0 0 0 Reimbursement for project expenses 900099 79361 79361 0 0 Funds Raised for other 501c3 organizations 900000 -11556071 -11556071 0 0 0 0 0 0 -11476710 2208089 -10757100 0 138975 487985 347120 140865 327576 155344 172232 8089 8089 18248 18248 12943 12943 0 9676 9676 29734 29734 4863 4863 7857 7857 19060 7963 11097 84510 36219 48291 14841 14841 0 581010 575630 5380 13901 13901 11803 11803 Lists, dues and subscriptions 6188 0 6188 0 Project expenses 401230 401230 0 0 2039514 1538347 501167 0 93417 27784 3914462 6954538 449254 4679434 575620 600474 100685 87257 20601 13428 1845112 2000272 596758 645412 7495224 14921342 76904 195220 3678230 10883599 3755134 11078819 X 3270770 3418053 469320 424470 0 0 3740090 3842523 7495224 14921342 168575 -66142 0 0 0 0 X 0 1 X 0 0 X 8376057 1958558 1956356 4126643 12826214 29243828 0 0 0 0 0 0 0 0 8376057 1958558 1956356 4126643 12826214 29243828 23770614 5473214 40309 34457 38220 44502 138975 296463 0 0 0 0 0 0 525000 375000 225000 525000 720000 2370000 31910291 0.17152 0.47064 X Schedule A, Part II, Line 10 Other income represents consulting income which the Organization earns relating to the fundraising and management of its projects. 0 0 0 0 0 0 0 0 0 0 0 100685 0 87257 13428 0 0 0 0 13428 0 Contributions payable 9945782 Liability for deferred compensation 937817 10883599 X 2141947 -66142 0 0 0 -66142 2208089 0 0 0 2208089 2039514 0 0 0 0 0 2039514 0 0 0 2039514 Schedule D, Part X, Line 2 The Organization qualifies as a tax-exempt, nonprofit organization under Section 501c3 of the Internal Revenue Code. Accordingly, no provision for federal income taxes has been made in the accompanying financial statements. The Organization had no liability for uncertain tax positions as of December 31, 2018 and 2017. On December 22, 2017, the Tax Cuts and Jobs Act ("Tax Act") was signed into US law. The Tax Act makes broad and complex changes to the US tax code that affects 2018 and later years. The Organization has evaluated the impact of the Tax Act and determined that such Tax Act did not have an effect on the Organization's financial statements as of and for the years ended December 31, 2018 and 2017. X X X 0 0 0 0 0 0 0 0 0 Susan L Morris President 295000 0 25000 0 0 0 115911 0 10171 0 446082 0 0 0 HDR Inc Richard Bell is a board member of both entities 432304 design fees for a Heritage project 0 T&G Real Estate Solutions LLC Walter Scott Jr is owner 167150 construction management services 0 X 3 765782 fair market value 0 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 990 and attached schedules are prepared by the Treasurer of the Organization and are provided to the President and Secretary for their review and approval prior to filing. The Form 990 is also provided to Board members with the request that they 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 a questionnaire on an annual basis to identify business relationships among Directors. These questionnaires are then reviewed by the Treasurer to determine any potential conflicts of interest and business relationships which would need to be disclosed. Form 990, Part VI, Section B, Line 15 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 are 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. Omaha Shelter for Homeless Trust 10050 Regency Circle Suite 101 Omaha NE 68114 823653921 homeless shelter NE 501c3 170(b)(1)(A)(vi) N/A 0 Veterans Ambulatory Center Development Corporation 10050 Regency Circle Suite 101 Omaha NE 68114 815352624 ambulatory care facility NE 501c3 170(b)(1)(A)(vi) N/A 0 Downtown Riverfront Trust 10050 Regency Circle Suite 101 Omaha NE 68114 814619812 riverfront revitalization NE 501c3 170(b)(1)(A)(vi) N/A 0 Community Information Trust 10050 Regency Circle Suite 101 Omaha NE 68114 463502113 community access to technology NE 501c3 170(B)(1)(A)(vi) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0