2023-11-14T08:43:12-06:00 2022-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2022-01-01 743244900 GREATER OMAHA ALLIANCE FOR BUSINESS ETHICS GREA 4022802235 2500 CALIFORNIA PLAZA OMAHA NE 68178 STEVE KOESTERS TREASURER 4022802235 2023-11-09 1 STEVE KOESTERS 999009999 0 HANNAH GOSCHA P02133534 4024968800 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE KOESTERS SAME AS C ABOVE OMAHA NE 68178 541566 0 X WWW.BUSINESSETHICSALLIANCE.ORG X 2007 NE THE BUSINESS ETHICS ALLIANCE IS A COLLABORATION OF ORGANIZATIONS THAT LEAD IN DEVELOPING AWARENESS, UNDERSTANDING, TRAINING, AND MEASURES NECESSARY TO ENGAGE ORGANIZATIONAL COMPLIANCE, ETHICAL PRACTICES, AND AN ETHICAL CLIMATE THROUGHOUT THE BUSINESS COMMUNITY. 19 16 3 15 0 0 494009 457927 72243 82773 441 866 390 0 567083 541566 0 0 0 0 377512 279510 0 0 56597 275535 336154 653047 615664 -85964 -74098 567205 559043 26361 31769 540844 527274 X THE BUSINESS ETHICS ALLIANCE IS A COLLABORATION BETWEEN THE GREATER OMAHA BUSINESS COMMUNITY, THE BETTER BUSINESS BUREAU, CREIGHTON UNIVERSITYS HEIDER COLLEGE OF BUSINESS, THE GREATER OMAHA CHAMBER OF COMMERCE. WE BUILD LEADERSHIP, STRENGTHEN ORGANIZATIONS, AND ELEVATE GREATER OMAHA THROUGH POSITIVE, PRACTICAL, BUSINESS ETHICS. THE PURPOSE OF THE BUSINESS ETHICS ALLIANCE IS TO PROMOTE AN ENVIRONMENT WHERE THE DISCUSSION AND PRACTICE OF BUSINESS ETHICS IS ENCOURAGED AND EXPECTED. WE AIM TO ESTABLISH OMAHA AS THE CENTER OF BUSINESS ETHICS EXCELLENCE AND CORPORATE CITIZENSHIP. 0 0 326298 82773 THE ALLIANCE PROVIDES ROBUST, ENGAGING, AND INSIGHTFUL COMPLIMENTARY PROGRAMS THAT ARE ATTENDED BY ALL LEVELS OF THE GREATER OMAHA BUSINESS COMMUNITY. OUR SIGNATURE PROGRAMS DISCUSS ETHICAL ISSUES THAT IMPACT BUSINESSES AT ALL LEVELS. OUR PROGRAMS CHALLENGE AND ENCOURAGE GUESTS TO OPENLY DISCUSS ISSUES AND UNDERSTAND INDUSTRY BEST PRACTICES AND SOLUTIONS. PROGRAMS OFTEN INCLUDE KEYNOTE PRESENTATIONS BY LOCAL OR NATIONAL BUSINESS LEADERS, PANEL DISCUSSIONS, GROUP EXERCISES, AND ROUNDTABLE CONVERSATIONS. THE ALLIANCE ALSO FEATURES SPECIALTY PROGRAMMING DEVELOPED TO REACH ETHICS AND COMPLIANCE OFFICERS, YOUNG PROFESSIONALS, AND K-12 STUDENTS. OUR VP ETHICS EXCHANGE ENGAGES EXECUTIVES AT THE LARGEST OMAHA FIRMS WHO ARE IN CHARGE OF ETHICS AND COMPLIANCE INITIATIVES IN ORDER TO SHARE BEST PRACTICES. OUR PROGRAMMING TARGETED TO YOUNG PROFESSIONALS PROVIDES A FORUM FOR YOUNG LEADERS TO REFINE THEIR VALUES AND GIVE THEM OPPORTUNITIES TO LEARN FROM AND OFFER INSIGHT TO THEIR MENTORS, BUSINESS LEADERS, AND PEERS. OUR K-12 PROGRAMMING PROVIDES MULTIPLE LEARNING OPPORTUNITIES FOR OUR CITY'S YOUTH, BUILDING A LIFE-LONG GRASP AND WORKING UNDERSTANDING OF ETHICS. APPROXIMATELY 360 PEOPLE ATTENDED OUR SIGNATURE PROGRAMS AND 43 ATTENDED OR BENEFITED FROM OUR SPECIALTY PROGRAMS IN THE CURRENT YEAR. APPROXIMATELY 1,013 ATTENDEES ATTENDED OUR ETHICS-BASED PRESENTATIONS AT CONFERENCES AND WORKSHOPS IN 2022. 326298 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 19 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X STEVE KOESTERS 4022802235 2500 CALIFORNIA PLAZA OMAHA NE 68178 DAVID BROWN DIRECTOR 1.00 X 0 0 0 MARK POHL VICE CHAIR 1.00 X X 0 0 0 LUKE CHRISTIANSEN TRUSTEE 1.00 X 0 0 0 DALE GUBBELS TRUSTEE 1.00 X 0 0 0 JIM HEGARTY DIRECTOR 1.00 X 0 0 0 ANTHONY HENDRICKSON DIRECTOR 1.00 X 0 0 0 DAVID MAYER CHAIR 1.00 X X 0 0 0 KEITH STATION TRUSTEE 1.00 X 0 0 0 ALLEN FREDRICKSON TRUSTEE 3.00 X 0 0 0 MADELINE MOYER TRUSTEE 1.00 X 0 0 0 CHRISTINE NEUHARTH TRUSTEE 1.00 X 0 0 0 STEVE KOESTERS TREASURER 1.00 X X 0 0 0 JOEL FALK TRUSTEE 1.00 X 0 0 0 JOE WOSTER TRUSTEE 1.00 X 0 0 0 CHAD MARES TRUSTEE 1.00 X 0 0 0 DANIEL PADILLA TRUSTEE 1.00 X 0 0 0 CHAD RICHTER TRUSTEE 1.00 X 0 0 0 BOB BATES TRUSTEE 1.00 X 0 0 0 MICHAEL ROBINSON EXECUTIVE DIRECTOR/CEO 1.00 X 111129 0 0 111129 0 0 1 0 0 0 0 457927 457927 ETHICS SPEAKING & TRAI 611430 46937 46937 ETHICS PROGRAMS 611430 35836 35836 82773 866 866 541566 82773 0 866 X 111129 111129 148458 23843 76990 47625 19923 10083 6573 3267 15809 15809 60420 6425 53995 7297 970 6327 30513 30513 2015 2015 4778 4778 PROGRAMS 129257 129257 PROGRAMS - IN-KIND EXPE 30528 30528 COMPUTER EXPENSES 14965 14965 CONSULTANT/TEMPORARY EM 14599 13600 999 25973 463 19805 5705 615664 326298 232769 56597 400809 393722 160575 159240 1725 61538 55457 4096 6081 567205 559043 26361 31769 26361 31769 X 409844 340774 131000 186500 540844 527274 567205 559043 -74098 60528 0 X X 0 1 X 1 0 X 526494 479069 629486 494009 457927 2586985 526494 479069 629486 494009 457927 2586985 256452 2330533 447 1608 938 441 866 4300 380 5990 17849 390 24609 2615894 381029 0.89090 0.90250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61538 55457 6081 6081 X 602094 60528 60528 541566 0 541566 615664 0 615664 0 615664 PART X, LINE 2: THE ORGANIZATION 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. FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - BOARD MEMBER DAVID BROWN, PRESIDENT AND CEO OF GREATER OMAHA CHAMBER OF COMMERCE, HAS BUSINESS RELATIONSHIPS WITH ALL COMPANIES REPRESENTED BY BOARD MEMBERS, AS EACH COMPANY REPRESENTED BY BOARD MEMBERS OF THE ORGANIZATION IS ALSO A MEMBER OF THE GREATER OMAHA CHAMBER OF COMMERCE. BOARD MEMBER ANTHONY HENDRICKSON IS THE DEAN OF THE COLLEGE OF BUSINESS ADMINISTRATION AT CREIGHTON UNIVERSITY. MANY BOARD MEMBERS AND COMPANIES AFFILIATED WITH BOARD MEMBERS ARE FINANCIAL SUPPORTERS OF CREIGHTON UNIVERSITY THROUGH DONATIONS. BOARD MEMBER JIM HEGARTY, PRESIDENT AND CEO OF THE BETTER BUSINESS BUREAU, HAS BUSINESS RELATIONSHIPS WITH MULTIPLE OTHER COMPANIES REPRESENTED BY BOARD MEMBERS, AS SEVERAL COMPANIES REPRESENTED BY BOARD MEMBERS ARE ALSO MEMBERS OF THE BETTER BUSINESS BUREAU. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED BY THE POLICY TO ANNUAL DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR POSITION IS COMPENSATED JOINTLY BY THE ORGANIZATION AND BY THE ROBERT B. DAUGHERTY BUSINESS ETHICS & SOCIETY CHAIR AT THE CREIGHTON UNIVERSITY HEIDER COLLEGE OF BUSINESS. TO ESTABLISH THE EXECUTIVE DIRECTOR'S COMPENSATION FOR SERVICES PERFORMED FOR THE ORGANIZATION, THE ORGANIZATION HAS USED SURVEYS AND COMPARABILITY DATA WHICH HAS BEEN REVIEWED BY THE INDEPENDENT MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E BONUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,000. DONOR RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,705. TOTAL EXPENSES 5,705. MISC: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,003. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,003. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,942. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 650. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 650. PRODUCTS: PROGRAM SERVICE EXPENSES 463. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 463. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 210. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 210. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.