2017-06-23T14:03:57-05:00 2016-10-31 470574775 FRANKEL ZACHARIA LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2015-11-01 470376529 THE OMAHA HOME FOR BOYS OMAH 4024577000 4343 NORTH 52ND STREET OMAHA NE 68104 JEFFREY R MORAN PRESIDENT 4024577000 2017-06-22 1 KURT MEISINGER P00847894 4024969100 2015 2021-01-29 14:40:06Z JEFFREY R MORAN 4343 NORTH 52ND STREET OMAHA NE 68104 82818415 0 X WWW.OMAHAHOMEFORBOYS.ORG X 1920 NE SUPPORT AND STRENGTHEN YOUTH AND FAMILIES. 15 15 136 50 0 0 2984357 4333091 2136060 2332152 1820881 4194896 237368 292267 7178666 11152406 35861 48165 0 0 5354111 5220663 0 0 1323479 4684557 4487527 10074529 9756355 -2895863 1396051 81877387 80278585 1809762 2371438 80067625 77907147 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 4206936 1327765 RESIDENTIAL CARE PROGRAM IS COMMUNITY BASED AND UTILIZES A FAMILY ENVIRONMENT AND BEHAVIORALLY-BASED CURRICULUM TO EQUIP YOUTH WITH POSITIVE SKILLS AND THE ABILITY TO MAKE GOOD DECISIONS WHEN CONFRONTED WITH DIFFICULT CHOICES. THE PROGRAM PROVIDES AT-RISK HIGH SCHOOL AGE YOUTH WITH A FAMILY STRUCTURE, POSITIVE REINFORCEMENT, EFFECTIVE DISCIPLINE AND MOTIVATION TO MODIFY INAPPROPRIATE BEHAVIORS AND EDUCATIONAL SUPPORT TO BUILD PROFICIENCY, SKILLS AND SUCCESS. YOUTH LIVE ON THE MAIN CAMPUS IN COTTAGES WITH 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. 957298 147016 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 21 WHO STRUGGLE WITH HOMELESSNESS AND LACK OF SUPPORT AND EDUCATION BECAUSE OF A NUMBER OF AT-RISK FACTORS INCLUDING MULTIPLE OUT-OF-HOME PLACEMENTS. THESE YOUTH HAVE NOT HAD THE GUIDANCE AND SUPPORT NECESSARY IN THEIR LIVES TO SET GOALS AND WORK TO ACHIEVE THOSE GOALS. THE PROGRAM PROVIDES A TRANSITIONAL LIVING SPECIALIST FOR EACH YOUTH, A SKILL-BASED STRUCTURE, SAFE ENVIRONMENT AND EDUCATIONAL SUPPORT TO HELP YOUTH COMPLETE EDUCATION, FIND EMPLOYMENT AND TRANSITION TO INDEPENDENCY IN THE COMMUNITY. 1327603 48165 905370 EDUCATIONAL SERVICES PROGRAM ALLOWS YOUTH TO ATTEND PUBLIC SCHOOLS IN THE COMMUNITY TO MAINTAIN ACADEMIC SUPPORT AND CREDITS AS WELL AS POSITIVE RELATIONSHIPS WITH TEACHERS AND ADMINISTRATORS. THESE SERVICES ARE PROVIDED TO YOUTH ACROSS ALL PROGRAMS. THIS INCLUDES A DAY SCHOOL, ASSESSMENTS AND REMEDIAL SUPPORT, CREDIT RECOVERY, HIGH SCHOOL DIPLOMA AND GED SUPPORT, ENRICHMENT AND EXPERIENTIAL LEARNING, WELLNESS AND RECREATION, AND ADVOCACY WITHIN THE SCHOOLS THEY ATTEND. 631772 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. THROUGH THE PROGRAM AND ITS INDEPENDENT LIVING SPECIALISTS, 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, JOB SKILLS SUPPORT, AND SAFE, AFFORDABLE HOUSING IN THE COMMUNITY. 631772 7123609 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 72 0 1 136 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 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 CFO 4024577000 4343 N 52ND STREET OMAHA NE 68104 DARREN CARLSON CHAIRMAN 3.00 X X 0 0 0 NIZAR WEHBI VICE CHAIRMAN 3.00 X X 0 0 0 EARL E REDRICK SECRETARY 3.00 X X 0 0 0 BRAD D YODER TREASURER 3.00 X X 0 0 0 KIRSTEN CASE EXECUTIVE COMMITTEE 3.00 X 0 0 0 ALLEN STRAUB EXECUTIVE COMMITTEE 3.00 X 0 0 0 JEFFREY COLEMAN DIRECTOR 1.00 X 0 0 0 JANIS CHRISTENSEN DIRECTOR THROUGH MAY 2016 1.00 X 0 0 0 TIMOTHY F GOODNIGHT DIRECTOR 1.00 X 0 0 0 JAMES E KELLEY DIRECTOR 1.00 X 0 0 0 PAUL D RUTHERFORD 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 ROBERT WHIPPLE DIRECTOR 1.00 X 0 0 0 ASHLEY YOUNG DIRECTOR 1.00 X 0 0 0 MICHAEL MCFARLIN SECRETARY UNTIL JANUARY 2016 3.00 X 0 0 0 TOBA COHEN-DUNNING EXECUTIVE COMMITTEE UNTIL JAN 2016 3.00 X 0 0 0 AILEEN WARREN DIRECTOR 1.00 X 0 0 0 JEFFREY R MORAN PRESIDENT & CEO 50.00 X 145382 0 19275 JEREMY D WARREN CFO 50.00 X 100909 0 18752 JEFFREY DEWISPELARE COO 50.00 X 103613 0 21046 349904 0 59073 3 0 1 0 0 350000 51337 65612 3866142 51204 4333091 RESIDENTIAL CARE 900099 1279766 1279766 EDUCATIONAL SERVICES 900099 905370 905370 TRANSITIONAL LIVING 900099 147016 147016 2332152 1702732 1702732 218101 0 218101 218101 218101 74040485 27075 71572005 3391 2468480 23684 2492164 2492164 116780 51337 90613 26167 26167 MISCELLANEOUS 900099 47999 47999 47999 11152406 2380151 0 4439164 48165 48165 367140 162718 189262 15160 3889275 3189418 241437 458420 128947 101999 14944 12004 526593 436045 39254 51294 308708 244080 29967 34661 6981 3809 2769 403 27100 16805 9458 837 167857 167857 419976 325828 61721 32427 526680 32443 104926 389311 328841 19972 53189 255680 519020 457379 56260 5381 35552 25632 6927 2993 2511 2134 151 226 1136804 905913 217774 13117 154191 127978 23129 3084 EQUIPMENT AND MAINTENAN 530680 455632 55584 19464 YOUTH DIRECT CARE 463742 463742 MISCELLANEOUS 130845 77327 31495 22023 PROFESSIONAL DEVELOPMEN 36747 26590 3163 6994 9756355 7123609 1309267 1323479 494680 230386 623194 1627484 183655 618678 658058 297710 1200 1200 34868 25818 42122533 23035057 19811629 19087476 55636392 34607500 1459488 20960679 2974223 2821654 81877387 80278585 540421 795337 100432 62481 1168909 1513620 1809762 2371438 X 74478255 71947033 3442876 3813620 2146494 2146494 80067625 77907147 81877387 80278585 X 1396051 -2998157 -558372 X X 0 1 X 1 0 X 6000398 2917069 3869228 2984357 4333091 20104143 6000398 2917069 3869228 2984357 4333091 20104143 2816966 17287177 1459319 1817217 1888817 2018300 1920833 9104486 45063 427212 200273 54540 164779 891867 30100496 9378815 0.57430 0.56490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57095880 81575 1220883 2662302 167857 55568179 60847094 115609 -7851 3672268 186704 57095880 60471144 123305 4108065 3665452 189968 60847094 58914945 83000 5974533 4303953 197381 60471144 54298442 1952792 5286301 2405847 216743 58914945 0.95320 0.01540 0.03140 1 0 83778 268562 352340 4665700 34975121 21569140 18071681 2196 1440741 1072327 370610 686435 393590 292845 19087476 LIMITED PARTNERSHIP 19951275 F ALTERNATIVE INVESTMENTS 1009404 F 20960679 ANNUITY OBLIGATIONS 231884 ACCRUED RETIREMENT PLAN CONTRIBUTION 1281736 1513620 X 8100948 -2998157 114556 -2883601 10984549 167857 167857 11152406 10261426 672928 672928 9588498 167857 167857 9756355 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 90,613. CHANGE IN BENEFICIAL INTEREST IN TRUSTS 23,943. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 90,613. CHANGE IN ACTUARIAL LOSS ON ACCRUED RETIREMENT PLAN CONTRIBUTIONS 366,444. CHANGE IN ACTUARIAL LOSS ON ANNUITY OBLIGATIONS 24,871. LOSS ON CONTINGENCY 191,000. GALA 117215 28692 88523 1624 3025 24043 21215 17625 GOLF TOURNAMENT 50902 22645 28257 1340 20046 1259 436 168117 51337 116780 2964 23071 25302 21215 18061 90613 26167 1 SCHOLARSHIPS 10 48165 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 137882 0 7500 0 0 0 0 0 19275 0 164657 0 0 0 X 1 51204 NEW YORK STOCK EXCHANGE 0 1 0 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 11 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 LOSS ON ACCRUED RETIREMENT PLAN CONTRIBUTIONS -366,444. CHANGE IN ACTUARIAL LOSS ON ANNUITY OBLIGATIONS -24,871. CHANGE IN BENEFICIAL INTEREST IN TRUSTS 23,943. LOSS ON CONTINGENCY -191,000. FORM 990, PART XII, LINE 2C: NO CHANGE HAS BEEN MADE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS OF THE AUDIT. OCTOPUS LP 108 W 13TH STREET WILMINGTON DE 19801 270515537 INVESTMENT KS THE OMAHA HOME FOR BOYS INVESTMENT 19951275 0 0 0.74830 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OCTOPUS LP B 20000000 FMV