2023-11-15T09:52:05-06:00 2022-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2022-01-01 470636199 THE TABITHA FOUNDATION TABI 4024837671 4720 RANDOLPH ST LINCOLN NE 68510 BRIAN SHANKS CHIEF FINANCIAL OFFICER 4024837671 2023-11-14 1 BRIAN SHANKS 999009999 1 WENDY R COOLEY CPA P01523804 4023302660 2023-11-09 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOYCE EBMEIER 4720 RANDOLPH ST LINCOLN NE 68510 2957676 0 X WWW.TABITHA.ORG X 1981 NE THE TABITHA FOUNDATION IS A FOUNDATION THAT OPERATES FOR THE BENEFITS OF TABITHA, A 501(C)(3) ORGANIZATION. 16 16 4 16 0 0 9582550 2532550 0 0 702536 408966 21706 -24508 10306792 2917008 2833508 3276357 0 0 319835 298361 0 0 271291 199144 172245 3352487 3746963 6954305 -829955 18487506 16247232 1680840 2332111 16806666 13915121 NONE 0 0 3276357 3276357 MOTIVATED BY CHRISTIAN COMPASSION, TABITHA DELIVERS A CONTINUUM OF ELDER CARE SERVICES THAT PROMOTE DIGNITY, INDEPENDENCE, AND WELL-BEING OF OLDER ADULTS. THE TABITHA FOUNDATION IS A FOUNDATION THAT OPERATES FOR THE BENEFIT OF TABITHA, INC., A 501(C)(3) ORGANIZATION. 3276357 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X AIMEE BAUMANN 4024837671 4720 RANDOLPH STREET LINCOLN NE 68510 MARK HESSER CHAIR 0.10 0.50 X X 0 0 0 JAMES ANDERSON VICE CHAIR 0.10 0.50 X X 0 0 0 BRYAN SECK DIRECTOR 0.10 0.50 X 0 0 0 NEAL LYONS DIRECTOR 0.10 0.50 X 0 0 0 RENEE SJULIN DIRECTOR 0.10 0.70 X 0 0 0 CLARK ANDERSON DIRECTOR 0.10 0.50 X 0 0 0 KIMBERLY RATH DIRECTOR 0.10 0.50 X 0 0 0 LISA SMITH DIRECTOR 0.10 0.50 X 0 0 0 DIRK BROM DIRECTOR 0.10 0.50 X 0 0 0 WILLIAM STRAIN DIRECTOR 0.10 0.50 X 0 0 0 CAROL FRIESEN DIRECTOR 0.10 0.50 X 0 0 0 DR JULIANN SEBASTIAN DIRECTOR 0.10 0.50 X 0 0 0 BISHOP SCOTT JOHNSON EX-OFFICIO (AS OF SEPT.) 0.10 0.50 X 0 0 0 LEE CHAPIN DIRECTOR 0.10 0.50 X 0 0 0 CHRIS BOCKMANN DIRECTOR 0.10 0.50 X 0 0 0 LESLIE GIBBENS DIRECTOR 0.10 0.50 X 0 0 0 CHRISTINA HINRICHS PRESIDENT & CEO 9.00 42.00 X 0 583653 34830 BRIAN SHANKS SECRETARY/TREASURER & CFO 12.00 44.00 X 0 230201 5985 0 813854 40815 0 0 1 0 0 294352 89984 2148214 20363 2532550 262975 262975 145991 0 145991 145991 145991 16160 294352 40668 -24508 -24508 2917008 0 0 384458 3276357 3276357 265402 92891 172511 4504 1576 2928 10832 3792 7040 17623 6168 11455 55321 55321 2466 863 1603 27870 27870 37236 10452 26784 1 1 17046 17046 REPAIRS AND MAINTENANCE 17530 6136 11394 FUNDRAISING EVENT EXPEN 7403 7403 EMPLOYEE RELATIONS 1287 1287 6085 3782 2303 3746963 3276357 199315 271291 3436291 731803 0 1471825 562715 638348 19918 19918 750938 80206 74855 111948 94065 22501 17883 14363100 12541662 2775 18487506 16247232 1637581 1556430 43259 775681 1680840 2332111 X 11768566 10226377 5038100 3688744 16806666 13915121 18487506 16247232 -829955 -2061590 0 X 0 1 X 1 0 X X 1 TABITHA INC 470377998 10 1 3276357 0 1 3276357 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 950840 2050 952890 930648 20192 950840 871920 58728 930648 850906 21014 871920 805906 45000 850906 0.00000 1.00000 0.00000 0 0 111948 94065 17883 17883 GIFT ANNUITY PAYABLE 24743 INTEREST PAYABLE 938 DUE TO RELATED ORGANIZATION 750000 775681 X 896086 -2061590 -2061590 2957676 -40668 -40668 2917008 3787631 0 3787631 -40668 -40668 3746963 PART V, LINE 4: THE ENDOWMENT FUNDS ARE DONOR RESTRICTED CONTRIBUTIONS HELD TO SUPPORT THE PROGRAMS AND OPERATIONS OF TABITHA, INC., A RELATED ORGANIZATION. PART X, LINE 2: TABITHA ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES. TABITHA RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT DECEMBER 31, 2022, TABITHA HAD NO UNCERTAIN TAX POSITIONS ACCRUED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE ON FORM 990 -40,668. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE ON FORM 990 -40,668. MOW GOLF EVENT 90737 88437 2300 500 3650 6993 0 0 4276 SIGNATURE EVENT 219775 205915 13860 0 0 3803 13915 0 7530 310512 294352 16160 500 3650 10796 13915 11806 40667 -24507 1 TABITHA INC 4720 RANDOLPH STREET LINCOLN NE 68510 470377998 501(C)(3) 3276357 0 SUPPORT FOR ELDER CARE SERVICES 1 0 PART I, LINE 2: GRANTS ARE PROVIDED TO TABITHA, INC., THE SUPPORTED ORGANIZATION. THESE ARE RESTRICTED SPECIFICALLY FOR THE INTENTION OF THE GRANT AND FUNDS ARE MONITORED AS THE ORGANIZATIONS ARE RELATED AND THE OFFICERS OVERSEE THE OPERATIONS. BOARD MEMBERS REVIEW AND APPROVE THE FUNDS AND ASSURE THE FUNDS ARE USED APPROPRIATELY. 0 0 0 0 0 0 0 0 0 CHRISTINA HINRICHS PRESIDENT & CEO 0 446376 0 136250 0 1027 0 9150 0 28026 0 620829 0 0 BRIAN SHANKS SECRETARY/TREASURER & CFO 0 199508 0 29080 0 1613 0 5985 0 2014 0 238200 0 0 PART I, LINE 3 THE PRESIDENT & CEO IS COMPENSATED BY TABITHA, INC., A RELATED ORGANIZATION THAT IS THE SOLE MEMBER OF THE TABITHA FOUNDATION. TABITHA, INC. USES ONE OR MORE OF THE METHODS ON LINE 3 TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING: THE CHAIR OF THE BOARD, THE VICE-CHAIR OF THE BOARD AND ONE OTHER BOARD MEMBER APPOINTED BY THE BOARD CHAIR. THE EXECUTIVE COMMITTEE, DURING THE INTERIM BETWEEN REGULAR AND SPECIAL MEETINGS OF THE BOARD, HAS THE AUTHORITY TO DO ALL THINGS NECESSARY FOR THE CONDUCT OF CORPORATE AFFAIRS, EXCEPT AS PROHIBITED BY LAW (NEB. REV. STAT. 21-1920, AS AMENDED FROM TIME TO TIME), AND EXCEPT AS OTHERWISE DIRECTED BY THE BOARD OF DIRECTORS. SUCH AUTHORITY SHALL, UNLESS OTHERWISE DIRECTED BY THE BOARD, INCLUDE, BUT NOT BE LIMITED TO, REMOVAL OR SUSPENSION OF OFFICERS WITH ADVICE OF COUNSEL, EMERGENCY BUDGET CHANGES OR OTHER ACTS THE EXECUTIVE COMMITTEE DETERMINES, WITH ADVICE OF COUNSEL, TO BE INADVISABLE TO WAIT FOR A SPECIAL OR REGULAR MEETING OF THE BOARD. COMMITTEES ARE CURRENTLY PROHIBITED BY LAW FROM AUTHORIZING DISTRIBUTIONS; APPROVING THE DISSOLUTION, MERGER OR THE SALE, PLEDGE, OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; ELECTING, APPOINT OR REMOVING DIRECTORS OR FILLING VACANCIES ON THE BOARD OR A COMMITTEE; AND ADOPTING, AMENDING OR REPEALING THE ARTICLES OR BYLAWS. FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS AND BOARD OF DIRECTORS HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE TABITHA FOUNDATION IS TABITHA, INC. FORM 990, PART VI, SECTION A, LINE 7A THE CHAIR OF THE BOARD OF TABITHA, INC., THE SOLE MEMBER, IS AN EX-OFFICIO MEMBER OF THE BOARD OF DIRECTORS WITH VOICE AND VOTE. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY TABITHA, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. THE PRESIDENT & CEO AND CFO REVIEW THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR AND COMMITTEE MEMBER SHALL FILE ANNUALLY WITH THE SECRETARY/TREASURER A CONFLICT OF INTEREST STATEMENT AND DISCLOSURE STATEMENT IN A FORM ADOPTED BY THE BOARD, WHICH STATEMENT SHALL BECOME A PART OF THE RECORDS OF THE CORPORATION. THE STATEMENT AFFIRMS EACH PERSON A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B) HAS READ AND UNDERSTANDS THE POLICY; C) HAS AGREED TO COMPLY WITH THE POLICY; D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OF MORE OF ITS TAX-EXEMPT PURPOSES TO MAINTAIN ITS FEDERAL TAX EXEMPTION. EACH PERSON WHO FILES SHALL NOTIFY THE SECRETARY/TREASURER OF ANY PERTINENT CHANGES IN THE STATEMENT DURING THE COURSE OF THE YEAR. IN THE EVENT A QUESTION COMES BEFORE THE BOARD OR A STANDING OR SPECIAL COMMITTEE IN WHICH A DIRECTOR OR COMMITTEE MEMBER HAS A RECORDED OR UNRECORDED CONFLICT, THE DIRECTOR OR COMMITTEE MEMBER SHALL STATE THE EXISTENCE AND NATURE OF THE CONFLICT FOR THE RECORD AND SHALL REFRAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO AND CFO ARE COMPENSATED BY TABITHA, INC., A RELATED ORGANIZATION THAT IS THE SOLE MEMBER OF THE TABITHA FOUNDATION. TABITHA, INC. HAS PROCESSES IN PLACE TO REVIEW COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TABITHA INC 4720 RANDOLPH STREET LINCOLN NE 68510 470377998 ELDER CARE SERVICES NE 501(C)(3) LINE 10 N/A 0 TABITHA ALF REAL ESTATE HOLDING INC 4620 RANDOLPH STREET LINCOLN NE 68510 270241402 SUPPORT TABITHA, INC. WITH ASSISTED LIVING REAL ESTATE NE 501(C)(3) LINE 12A, I TABITHA INC 0 TABITHA GRAND ISLAND INC 3940 EWOLDT STREET GRAND ISLAND NE 68803 843824792 ELDER CARE SERVICES NE 501(C)(3) LINE 10 TABITHA INC 0 TABITHA HOME HEALTH CARE AND HOSPICE LLC 1044 NORTH 115TH STREET SUITE 500 OMAHA NE 68154 873957968 NE N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0