2023-11-14T08:50:17-06:00 2023-06-30 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2022-07-01 273520778 OMAHA EQUESTRIAN FOUNDATION OMAH 4029303088 1004 FARNAM STREET STE 100 OMAHA NE 68102 JULIE BOILESEN CEO 4029303088 2023-10-23 1 JULIE BOILESEN 999009999 0 HANNAH GOSCHA P02133534 4024968800 2023-10-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE BOILESEN 1004 FARNAM STREET STE 100 OMAHA NE 68102 7239803 0 X WWW.OMAHAEQUESTRIAN.ORG X 2010 NE TO SET AN INTERNATIONAL-CALIBER STANDARD OF COMPETITION, TO LAY THE GROUNDWORK FOR HOSTING THE WORLD CUP FINALS IN OMAHA, NE AND CHANGE THE WAY THE WAY EQUESTRIAN SPORT IS PRESENTED IN THIS COUNTRY. A TRICKLE-DOWN EFFECT OF THIS EVENT WILL BE TO EXPAND AND IMPROVE THE EQUESTRIAN SPORTS INDUSTRY IN THE MIDWEST. 10 10 5 250 0 0 1048395 1682031 278586 5496685 0 0 195111 23387 1522092 7202103 0 0 0 0 246304 242831 0 0 124244 1808535 8019309 2054839 8262140 -532747 -1060037 87852 293043 14874 792602 72978 -499559 X THE MISSION OF THE OMAHA EQUESTRIAN FOUNDATION IS TO PRODUCE INTERNATIONAL CALIBER EQUESTRIAN EVENTS THAT OFFER BOTH EDUCATIONAL AND ECONOMIC DEVELOPMENT OPPORTUNITIES FOR THE COMMUNITY. THIS IS ACCOMPLISHED THROUGH EVENTS AND EDUCATIONAL ACTIVITIES THAT GROW THE KNOWLEDGE OF AN INTEREST IN HORSES AND EQUESTRIAN SPORTS LOCALLY AND REGIONALLY. 0 0 7131872 5496685 THE OMAHA EQUESTRIAN FOUNDATION PRODUCES INTERNATIONAL CALIBER EVENTS TO DEVELOP OMAHA INTO A HUB OF THE SPORT HORSE INDUSTRY. THE ORGANIZATION RECEVIED THE FOLLOWING IN-KIND DONATIONS OF SERVICES THAT ARE NOT REFLECTED IN 990 REVENUES PER IRS GUIDANCE: USE OF FACILITIES $54,000, ADVERTISING SERVICES $413,500 AND LEGAL SERVICES $20,000. 7131872 1 1 0 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 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 56 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X JULIE BOILESEN 4029303088 1004 FARNAM STREET SUITE 100 OMAHA NE 68102 LISA ROSKENS CHAIRMAN AND PRESIDENT 10.00 X X 0 0 0 JULIE BOILESEN CHIEF EXECUTIVE OFFICER 40.00 X X 126000 0 11078 CHRIS ADDERTON BOARD MEMBER 1.00 X 0 0 0 LORI BUCHOLZ BOARD MEMBER 1.00 X 0 0 0 KAREN CUDMORE BOARD MEMBER 1.00 X 0 0 0 AUDIE KEATON BOARD MEMBER 1.00 X 0 0 0 JENNIFER MAXWELL BOARD MEMBER 1.00 X 0 0 0 ANNE SUSHKO BOARD MEMBER 1.00 X 0 0 0 JOHN MCQUEEN BOARD MEMBER 1.00 X 0 0 0 MAKAYLA MCMORRIS CHIEF COMMUNICATION & MARKETING OFFICER 1.00 X 0 0 0 126000 0 11078 1 0 0 0 MECA 455 N 10TH STREET OMAHA NE 68102 FACILITY RENTAL 978566 ORANGE PRODUCTIONS SOLUTIONS 4733 SANTALA DR KNOXVILLE TN 37909 EVENT MANAGEMENT 919833 JTWG 2713 YARMOUTH DRIVE WELLINGTON FL 33414 RIGHTS FEES 328975 THE DUTTA CORPORATION 3121 FAIRLANE FARMS ROAD WELLINGTON FL 33414 HORSE TRANSPORTATION 188691 SONBURST COMMUNICATIONS 11204 DAVENPORT STREET OMAHA NE 68154 EVENT MANAGEMENT 187428 5 9163 1672868 178350 1682031 TICKET SALES 711120 2583522 2583522 SPONSORSHIPS 711120 2407104 2407104 HORSE SHOW 711120 461157 461157 OTHER EVENT REVENUE 711120 44902 44902 5496685 61087 9163 37700 23387 23387 7202103 5496685 0 23387 137078 68539 21941 46598 77735 54409 23326 11584 6143 3849 1592 16434 8715 5460 2259 86262 86262 866049 815580 50469 72932 72932 1297235 1297235 18551 18551 27900 27900 PROGRAM AND EVENTS 3792713 3792713 AWARDS 1611415 1611415 PROGRAM AND EVENTS - IN 232350 232350 DEVELOPMENT 13902 13902 8262140 7131872 1006024 124244 44440 277531 286945 271433 43412 15512 87852 293043 14874 59925 0 732677 14874 792602 X 72978 -499559 0 0 72978 -499559 87852 293043 -1060037 487500 0 X 1 X 0 0 0 X 2320238 2593059 1103909 1048395 1682031 8747632 512402 3200 0 278586 5496685 6290873 9539 48969 237086 61087 356681 2842179 2596259 1152878 1564067 7239803 15395186 20000 47400 5408 10000 82808 320339 2030713 407492 350099 826752 3935395 340339 2078113 412900 360099 826752 4018203 11376983 2842179 2596259 1152878 1564067 7239803 15395186 0.73900 0.54590 0.00000 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 286945 271433 15512 15512 REVOLVING LINE OF CREDIT 557677 DUE TO RELATED PARTY 175000 732677 X PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 740-10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. FUNDRAISING 70250 9163 61087 37700 70250 9163 61087 37700 37700 23387 LISA ROSKENS BOARD MEMBER 12000 MONTH-TO-MOTH OPERATING LEASE FOR OFFICE SPACE 0 X 33000 FMV X FOOTING AND MATS 1 54000 FMV X FENCING 1 40000 FMV X STORAGE 1 25000 FMV X SIGNAGE 1 10000 FMV X FEED 1 6000 FMV X GIFTS 1 5350 FMV X RADIO 1 5000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS PREPARED, IT IS SENT TO THE CHAIRMAN OF THE BOARD FOR REVIEW AND APPROVAL PRIOR TO THE FILING OF THE FORM. THE MEMBERS OF THE BOARD ARE LOCATED IN VARIOUS PARTS OF THE COUNTRY. THEREFORE, AN ELECTRONIC COPY OF FORM 990 WILL BE PROVIDED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO THE FILING DATE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE ALL REAL OR APPARENT CONFLICT OF INTEREST IN CONNECTION WITH THE ORGANIZATION'S ACTIVITIES. THE FORM IS DISTRIBUTED ON A YEARLY BASIS TO THE BOARD MEMBERS FOR COMPLETION AND IS ON FILE AT THE OFFICE. IF AN OFFICER OR DIRECTOR HAS A CONFLICT OF INTEREST, THAT MEMBER ABSTAINS FROM PARTICIPATING IN DISCUSSION AND DELIBERATIONS WITH RESPECT TO THE SUBJECT OF THE CONFLICT AND MUST ABSTAIN FROM VOTING ON THAT SUBJECT. THE MINUTES WOULD REFLECT THE INDIVIDUAL'S DISCLOSURE AS WELL AS THAT PERSON'S ABSTENTION FROM PARTICIPATING AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE ORGANIZATION'S OFFICERS IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS USING INFORMATION FROM COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.