2019-08-26T11:42:09-05:00 2018-10-31 470574775 FRANKEL ZACHARIA LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2017-11-01 470376529 THE OMAHA HOME FOR BOYS OMAH 4024577000 4343 NORTH 52ND STREET OMAHA NE 68104 JEFF DEWISPELARE PRESIDENT 4024577000 2019-07-01 1 KURT MEISINGER P00847894 4024969100 64.253.163.98 2019-07-01 14:41:46 CD P 5EF1E1F4759843BFE60D2F2C941449C354E6C627 5EF1E1F4759843BFE60D2F2C941449C354E6C627 2017 2019-02-21 02:37:17Z JEFF DEWISPELARE 4343 NORTH 52ND STREET OMAHA NE 68104 116548641 0 X WWW.OMAHAHOMEFORBOYS.ORG X 1920 NE SUPPORT AND STRENGTHEN YOUTH AND FAMILIES. 17 17 99 50 0 0 4998804 3032291 1912017 1474480 4090311 13934489 234289 181977 11235421 18623237 59563 72061 0 0 5106263 4947029 0 0 1332012 4724266 4599598 9890092 9618688 1345329 9004549 86113556 85485817 2259770 3125299 83853786 82360518 X THE MISSION OF THE OMAHA HOME FOR BOYS IS TO SUPPORT AND STRENGTHEN YOUTH, YOUNG ADULTS, AND FAMILIES THROUGH SERVICES THAT INSPIRE AND EQUIP THEM TO LEAD INDEPENDENT AND PRODUCTIVE LIVES. 0 0 3437853 861763 RESIDENTIAL CARE PROGRAM IS COMMUNITY BASED SUPPORT, UTILIZING A FAMILY ENVIRONMENT AND BEHAVIORALLY-BASED CURRICULUM TO EQUIP YOUTH WITH POSITIVE SKILLS AND THE ABILITY TO GENERALIZE THOSE SKILLS INTO ALL FACETS OF THEIR LIFE. THE PROGRAM STRESSES YOUTH HAVE THE ABILITY TO MAKE GOOD DECISIONS WHEN CONFRONTED WITH DIFFICULT CHOICES AND UTILIZE THE SKILLS THEY HAVE LEARNED TO INTEGRATE THEMSELVES INTO A POSITION TO HAVE A SUCCESSFUL FUTURE. THE PROGRAM PROVIDES AT-RISK HIGH SCHOOL AGE YOUTH WITH A FAMILY STRUCTURE, POSITIVE REINFORCEMENT, EFFECTIVE DISCIPLINE AND MOTIVATION TO MODIFY BEHAVIORAL DEFICIENCIES AND EDUCATIONAL SUPPORT TO BUILD PROFICIENCY, CREDIT ACCRUAL, EDUCATION SKILLS AND SUCCESS. YOUTH LIVE ON THE MAIN CAMPUS IN COTTAGES WITH LIFE SKILLS TEACHERS (HOUSE PARENTS). THERE ARE UP TO EIGHT YOUTH PER COTTAGE, ALL WITH DIFFERENT BACKGROUNDS, EXPERIENCES AND NEEDS. MANY OF THESE AT-RISK YOUTH HAVE BEEN ABUSED, NEGLECTED OR ABANDONED. 1000770 68369 TRANSITIONAL LIVING PROGRAM IS LOCATED ON A SEPARATE CAMPUS CALLED JACOBS' PLACE. THE PROGRAM, FEATURING TWO APARTMENT BUILDINGS AND A LEARNING CENTER, IS A RESOURCE FOR UP TO 18 YOUNG WOMEN AND MEN AGES 17 TO 20 WHO STRUGGLE WITH LACK OF HOUSING, SUPPORT, EDUCATION, AND INDEPENDENT LIVING SKILLS. THE YOUNG MEN AND WOMEN IN THE PROGRAM FIND THE STABILITY AND SECURITY THEY DESPERATELY WANT AND NEED. UNDER THE STRUCTURE AND STAFF SUPERVISION AT JACOBS' PLACE, THESE YOUTH ARE ABLE TO TRANSITION FROM A STATE OF CRISIS TO ONE OF SAFETY AND GROWTH. 1982301 72061 582261 EDUCATIONAL SERVICE PROGRAM GIVES STUDENTS THE OPPORTUNITY TO CONTINUE THEIR HIGH SCHOOL STUDIES WHILE IN OUR RESIDENTIAL CARE PROGRAM IN OUR ON CAMPUS SCHOOL. OUR STUDENTS ARE ALSO GIVEN A CHANCE TO WORK IN DIFFERENT EXPERIENTIAL LEARNING EXPERIENCES IN OUR 4-H PROGRAM, VARIOUS WELLNESS PROGRAMS, AND WORKFORCE READINESS OPPORTUNITIES. THE VAST MAJORITY OF OUR RESIDENTIAL CARE CLIENTS COME TO THE HOME BEING EXTREMELY CREDIT DEFICIENT IN THEIR HOME SCHOOL. THE OHB SCHOOL HAS DEVELOPED A PROGRAM TO FOCUS ON QUALITY CREDIT RECOVERY FOR THE TIME THE STUDENT IS IN OUR CARE. THE OHB SCHOOL ACADEMIC CURRICULUM IS TWO-FOLD UTILIZING BOTH THE PORTABLE ASSISTED STUDY SEQUENCE (PASS) PROGRAM AND ACELLUS. PASS COURSES OFFER GREAT FLEXIBILITY, ALLOWING THE CLIENT TO PROGRESS THROUGH FIVE ACTIVITY BOOKS AND ACCOMPANYING TESTS AT THEIR OWN PACE. ACELLUS IS AN ONLINE, INTERACTIVE LEARNING SYSTEM. STUDENTS WORK CLOSELY WITH THEIR HOME SCHOOL DISTRICT TO DEVELOP AN ACADEMIC PATH THAT WILL SATISFY THEIR SCHOOL DISTRICT GRADUATION REQUIREMENTS. 555444 INDEPENDENT LIVING PROGRAM, CALLED BRANCHING OUT, OFFERS UNIQUE SERVICE OPTIONS TO YOUNG MEN AND WOMEN AGES 14 TO 24. IT IS DESIGNED TO FILL IN SERVICE GAPS, CREATE MUCH-NEEDED STRUCTURE AND SKILL DEVELOPMENT AND INCREASE SUCCESS RATES FOR FOSTER CARE AND FORMER FOSTER CARE YOUTH. THE PARTICIPANTS ARE AT HIGH RISK FOR UNEMPLOYMENT, HOMELESSNESS, AND INCARCERATION. THESE YOUTH HAVE LIMITED ACCESS TO SECONDARY EDUCATION AND EMPLOYMENT READINESS. THROUGH THE PROGRAM'S CURRICULUM AND STAFF, YOUTH ARE ABLE TO SET GOALS AND TAKE STEPS TO BECOME INDEPENDENT AND SELF-RELIANT. THIS INCLUDES AN INDIVIDUALIZED DEVELOPMENT PLAN, GOAL-SETTING, EDUCATIONAL SUPPORT, EMPLOYMENT SUPPORT, AND SAFE, STABLE HOUSING IN THE COMMUNITY. 555444 6976368 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 17 0 1 99 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MN FL PA WA NJ SC GA NY TN VA CT IL ND OH NE MD UT WV MS NC MA X X JEREMY D WARREN FINANCE LEADER 4024577000 4343 N 52ND STREET OMAHA NE 68104 NIZAR WEHBI CHAIRPERSON 3.00 X X 0 0 0 KIRSTEN CASE VICE CHAIRPERSON 3.00 X X 0 0 0 JAMES E KELLEY TREASURER 3.00 X X 0 0 0 ALLEN STRAUB SECRETARY 3.00 X X 0 0 0 AILEEN WARREN EXECUTIVE COMMITTEE 3.00 X 0 0 0 VICTOR BAEZ EXECUTIVE COMMITTEE 3.00 X 0 0 0 RANDAL BEHOUNEK DIRECTOR 1.00 X 0 0 0 FREDDIE CLOPTON DIRECTOR 1.00 X 0 0 0 JEFFREY COLEMAN DIRECTOR 1.00 X 0 0 0 DR JOSEPH EVANS DIRECTOR 1.00 X 0 0 0 TIMOTHY F GOODNIGHT DIRECTOR 1.00 X 0 0 0 MARY PEGGY STEVENS DIRECTOR 1.00 X 0 0 0 GARY S UNGER DIRECTOR 1.00 X 0 0 0 BRAD D YODER DIRECTOR 1.00 X 0 0 0 ASHLEY YOUNG DIRECTOR 1.00 X 0 0 0 REGINALD YOUNG DIRECTOR 1.00 X 0 0 0 TRACY ZAISS DIRECTOR 1.00 X 0 0 0 JEFFREY R MORAN PRESIDENT & CEO THROUGH 12/31/17 50.00 X 145125 0 21430 JEFFREY DEWISPELARE PRESIDENT & CEO AS OF 1/1/2018 50.00 X 113845 0 24334 JEREMY D WARREN CFO 50.00 X 98589 0 23812 357559 0 69576 2 0 1 0 0 253600 51015 44875 2682801 25164 3032291 RESIDENTIAL CARE 900099 823850 823850 EDUCATIONAL SERVICES 900099 582261 582261 TRANSITIONAL LIVING 900099 68369 68369 1474480 2226685 2226685 124053 0 124053 124053 124053 109455163 69081 97456315 360125 11998848 -291044 11707804 11707804 128975 51015 108964 20011 20011 MISCELLANEOUS 900099 37913 37913 37913 18623237 1512393 0 14078553 72061 72061 397862 211923 146153 39786 3497124 2918953 180550 397621 166340 134749 13450 18141 604741 500487 47944 56310 280962 226827 22244 31891 18120 663 17378 79 31480 8415 22075 990 509615 509615 504147 396164 67534 40449 485427 32850 27509 425068 273828 18235 3414 252179 529544 478847 49403 1294 41796 32333 3850 5613 4966 4222 248 496 980795 878010 88767 14018 144445 127112 14444 2889 EQUIPMENT AND MAINTENAN 552931 482550 57103 13278 YOUTH DIRECT CARE 337807 337807 0 0 MISCELLANEOUS 140504 80641 34012 25851 PROFESSIONAL DEVELOPMEN 44193 33519 4615 6059 9618688 6976368 1310308 1332012 234895 219728 1780127 1063953 414377 509395 434506 234707 1200 1200 62258 48478 38522154 21541060 16420869 16981094 43141148 43839805 20566509 19665020 3057667 2922437 86113556 85485817 927917 1340841 0 793800 84595 114223 1247258 876435 2259770 3125299 X 77625278 76003941 4082014 4110083 2146494 2246494 83853786 82360518 86113556 85485817 X 9004549 -10735323 237506 X X 0 1 X 1 0 X 3869228 2984357 4333091 4998804 3032291 19217771 3869228 2984357 4333091 4998804 3032291 19217771 2123303 17094468 1888817 2018300 1920833 1437049 2350738 9615737 686 686 200273 54540 164779 234247 166888 820727 29654921 9731767 0.57640 0.57830 X 63707657 1112859 3571457 4311827 575321 63504825 55568179 4874712 7708962 3628780 815416 63707657 57095880 81575 1220883 2662302 167857 55568179 60847094 115609 -7851 3672268 186704 57095880 60471144 123305 4108065 3665452 189968 60847094 0.95320 0.01780 0.02900 1 1 1 268563 268563 34719631 19993168 14726463 1459321 1121442 337879 2074639 426450 1648189 16981094 LIMITED PARTNERSHIP 19141135 F ALTERNATIVE INVESTMENTS 188471 F REAL ASSET FUNDS 335414 F 19665020 ANNUITY OBLIGATIONS 159191 ACCRUED RETIREMENT PLAN CONTRIBUTION 717244 876435 X 8015813 -10735323 346470 -10388853 18404666 509615 -291044 218571 18623237 9509081 400008 400008 9109073 509615 509615 9618688 PART V, LINE 4: THE ENDOWMENT FUNDS OF THE OMAHA HOME FOR BOYS ARE INTENDED TO ASSIST WITH OPERATIONS, UNLESS OTHERWISE RESTRICTED BY THE DONOR FOR A SPECIFIC PURPOSE, OR FOR PERPETUITY. PART X, LINE 2: THE HOME IS INCORPORATED EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), THOUGH IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES (UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC). THE HOME IS ORGANIZED UNDER SECTION 21 OF THE NEBRASKA NON-PROFIT CORPORATION ACT. CONTRIBUTIONS TO THE HOME ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE IRC. THE HOME IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ACCOUNTING STANDARDS REQUIRE DISCLOSURE AND RECOGNITION IN FINANCIAL STATEMENTS OF POSITIONS TAKEN IN A TAX RETURN ABOUT THE TREATMENT OF TRANSACTIONS AND EVENTS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. TAX POSITIONS RELATIVE TO A NONPROFIT ORGANIZATION INCLUDE ACTIVITIES THAT MAY ENDANGER ITS EXEMPT PURPOSE AND STATUS AS AN EXEMPT ORGANIZATION. THE HOME BELIEVES IT COMPLIES WITH ALL RELEVANT TAX LAWS AND REGULATIONS AND HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS; ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECOGNIZED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 108,964. CHANGE IN BENEFICIAL INTEREST IN TRUSTS -79,299. CHANGE IN ACTUARIAL GAIN ON ACCRUED RETIREMENT PLAN CONTRIBUTIONS 298,124. CHANGE IN ACTUARIAL GAIN ON ANNUITY OBLIGATIONS 18,681. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF CAPITAL ASSETS -291,044. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 108,964. LOSS ON DISPOSAL OF CAPITAL ASSETS 291,044. GALA 133310 36988 96322 0 36988 34705 18459 GOLF TOURNAMENT 46680 14027 32653 8077 5950 0 4785 179990 51015 128975 8077 42938 34705 23244 108964 20011 1 SCHOLARSHIPS 17 72061 0 PART I, LINE 2: SCHOLARSHIP FUNDS ARE EITHER PAID DIRECTLY TO THE HIGHER EDUCATION INSTITUTION OR ARE REIMBURSED TO THE GRANTEE WITH PROPER DOCUMENTATION. X X 0 0 0 0 0 0 0 0 0 JEFFREY R MORAN PRESIDENT & CEO THROUGH 12/31/17 141625 0 3500 0 0 0 4579 0 16851 0 166555 0 0 0 X 1 25164 NEW YORK STOCK EXCHANGE 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR EACH TYPE OF CONTRIBUTION RECEIVED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO MAKE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 ELECTRONICALLY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD DIRECTORS AND TRUSTEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THESE ANNUALLY TO DETERMINE IF ANY ACTION SHOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE & BUDGET COMMITTEE OF THE BOARD OF DIRECTORS IS GIVEN A MEMO FROM THE HUMAN RESOURCES DIRECTOR THAT SHOWS THE CEO'S CURRENT SALARY AND WHAT THE INCREASE WOULD BE WITH A MAXIMUM IN MOST YEARS OF 4.25%. THE COMMITTEE HAS DISCUSSION WITHOUT THE CEO PRESENT. PERIODICALLY, A SALARY SURVEY IS DONE, WITH THE INFORMATION PROVIDED TO THE BOARD. THE CHAIRMAN OF THE BOARD PRESENTS A SIGNED DOCUMENT TO THE HUMAN RESOURCES DIRECTOR STATING WHAT THE CEO'S SALARY SHOULD BE FOR THE COMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 ALL RELEVANT DOCUMENTS ARE AVAILABLE ON THE HOME'S WEBSITE AT HTTP://OMAHAHOMEFORBOYS.ORG/ABOUT-OMAHA-HOME-FOR-BOYS/ FORM 990, PART XI, LINE 9: CHANGE IN ACTUARIAL GAIN ON ACCRUED RETIREMENT PLAN CONTRIBUTIONS 298,124. CHANGE IN ACTUARIAL GAIN ON ANNUITY OBLIGATIONS 18,681. CHANGE IN BENEFICIAL INTEREST IN TRUSTS -79,299. FORM 990, PART XII, LINE 2C: NO CHANGE HAS BEEN MADE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS OF THE AUDIT. SCHEDULE R, PAGE 2, PART III: CONTROLLED FOREIGN PARTNERSHIP REPORTING THE TAXPAYER IS REQUIRED TO FILE FORM 8865, BUT IS NOT DOING SO UNDER THE CONSTRUCTIVE OWNERSHIP EXCEPTION. U.S. PERSON WHOSE INTEREST THE TAXPAYER CONSTRUCTIVELY OWNS: QUANTZ QUARK EQUITY MARKET NEUTRAL FUND, LP 27-1106566 80 BROAD STREET, 5TH FLOOR NEW YORK, NY 10004 FOREIGN PARTNERSHIP FOR WHICH THE TAXPAYER WOULD HAVE HAD TO FILE FORM 8865 BUT FOR THE EXCEPTION: QUANTZ QUARK EMN MASTER FUND LTD 30-088363 94 SOLARIS AVENUE, PO BOX 1348 CAMANA BAY GRAND CAYMEN, CAYMEN ISLANDS KY1-1108 THE TAXPAYER DOES NOT HAVE AN INTEREST IN THE FOREIGN PARTNERSHIP, OR AN INTEREST INDIRECTLY THROUGH THE FOREIGN PARTNERSHIP, THAT'S A SEPARATE UNIT UNDER REG. 1.1503(D)-1(B)(4) OR PART OF A COMBINED SEPARATE UNIT UNDER REG. 1.1503(D)-1(B)(4)(II). OCTOPUS LP 108 W 13TH STREET WILMINGTON DE 19801 270515537 INVESTMENT KS THE OMAHA HOME FOR BOYS INVESTMENT 1386795 19601893 0 0 0.74070 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 OCTOPUS LP A 97818 FAIR VALUE OCTOPUS LP S 1370000 COST