2023-05-14T10:50:14-05:00 2022-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2022-01-01 364071893 PARKER FAMILY FOUNDATION PARK 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 CHRISTI ANNIN DIRECTOR OF FINANCE 4025021122 2023-05-12 1 CHRISTI ANNIN 999009999 0 JAMES J TICHOTA P00573913 4024968800 2023-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SANDRA PARKER 10340 NORTH 84TH STREET OMAHA NE 68122 6693146 0 X N/A X 1995 NE THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES. 5 5 0 5 0 0 0 0 0 0 1763174 982140 25770 47053 1788944 1029193 1119500 1290800 0 0 0 0 0 0 0 266677 254589 1386177 1545389 402767 -516196 53755894 49182933 422758 725301 53333136 48457632 THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES 0 0 1358756 1290800 THE FOUNDATION WAS ORGANIZED AND IS OPERATED GENERALLY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF, THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS OF THE GREATER OMAHA AREA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS. IN ADDITION, THE FOUNDATION DISTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS. 1358756 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X CHRISTI ANNIN 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 SANDRA PARKER DIRECTOR (CHARIMAN) 1.00 X X 0 0 0 DAVID R PARKER DIRECTOR (TREASURER) 1.00 X X 0 0 0 TRENT DEMULLING DIRECTOR 1.00 X 0 0 0 ADRIENNE FAY DIRECTOR 1.00 X 0 0 0 AMIE SCHELLPEPER DIRECTOR 1.00 X 0 0 0 CALVIN SISSON PRESIDENT & CEO 1.00 39.00 X 0 791842 37352 RICH EAKIN VICE PRESIDENT 1.00 39.00 X 0 238743 16700 CHRISTI ANNIN DIRECTOR OF FINANCE 1.00 39.00 X 0 229109 34800 ANNE FOLKERS SECRETARY 1.00 39.00 X 0 182427 31200 0 1442121 120052 0 0 1 0 0 1170751 1170751 5475342 5663953 -188611 -188611 -188611 OTHER INCOME 900099 24596 24596 PV ADJUSTMENT 900099 22457 22457 47053 1029193 0 0 1029193 1290800 1290800 100000 50000 50000 15700 7850 7850 118783 118783 CONSULTING FEE 20000 10000 10000 OTHER EXPENSE 106 106 1545389 1358756 186633 0 694762 798938 52660770 47959037 400362 424958 53755894 49182933 422758 725301 422758 725301 X 53333136 48457632 53333136 48457632 53755894 49182933 -516196 -4359308 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 1290800 0 1 1290800 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G OMAHA COMMUNITY FOUNDATION (OCF), THE PARKER FAMILY FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE PARKER FAMILY FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF THE PARKER FAMILY FOUNDATION'S BOARD. OCF'S PRIMARY PURPOSE IS TO FUND CHARITABLE PROGRAMS AND ORGANIZATIONS PRIMARILY SERVING THE OMAHA/METRO AREA, SOUTHEAST NEBRASKA AND SOUTHWEST IOWA. THEREFORE, THE DISTRIBUTIONS MADE BY THE PARKER FAMILY FOUNDATION TO VARIOUS NONPROFITS AS DETERMINED BY ITS BOARD, WHICH IS CONTROLLED BY OCF APPOINTEES, CONSTITUTES DISTRIBUTIONS TO MEMBERS OF THE CHARITABLE CLASS BENEFITTED BY OCF. CONSEQUENTLY, ALL OF THE DISTRIBUTIONS MADE, WHETHER DIRECTLY TO OCF, OR TO ORGANIZATIONS CHOSEN BY THE PARKER FAMILY FOUNDATION'S OCF CONTROLLED BOARD, CONSTITUTE SUPPORT TO OCF, ITS SUPPORTED ORGANIZATION. 0 X -3471355 -4359308 -4359308 887953 141240 141240 1029193 1404149 0 1404149 141240 141240 1545389 PART X, LINE 2: THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. AT DECEMBER 31, 2022 AND 2021, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 118,783. PRESENT VALUE ADJUSTMENT TO GRANTS PAYABLE 22,457. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 118,783. PRESENT VALUE ADJUSTMENT TO GRANTS PAYABLE 22,457. 1 AMERICAN RED CROSS HEARTLAND CHAPTER 2912 S 80TH AVE OMAHA NE 68124 530196605 501(C)(3) 15000 0 EVENT & GENERAL OPERATING SUPPORT ANGELS AMONG US 3858 JONES ST STE A OMAHA NE 68105 204728470 501(C)(3) 25000 0 PROGRAM SUPPORT BOYS & GIRLS CLUB OF THE MIDLANDS 2610 HAMILTON ST OMAHA NE 68131 470467350 501(C)(3) 30000 0 PROGRAM SUPPORT CASA FOR DOUGLAS COUNTY 2412 ST MARYS AVE OMAHA NE 68105 352171298 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT CHILD SAVING INSTITUTE 4545 DODGE ST OMAHA NE 68132 450489204 501(C)(3) 35000 0 EVENT & PROGRAM SUPPORT CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION 8404 INDIAN HILLS DR STE 650 OMAHA NE 68114 476105603 501(C)(3) 7300 0 EVENT CHILDRENS RESPITE CARE CENTER INC 5321 S 138TH ST OMAHA NE 68137 470718409 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 33000 0 EVENT & PROGRAM SUPPORT FONTENELLE FOREST 1111 BELLEVUE BLVD N BELLEVUE NE 68005 476026109 501(C)(3) 100000 0 CAPITAL CAMPAIGN FREE BIKES 4 KIDZ OMAHA 609 NORTH 66TH STREET OMAHA NE 68132 883937170 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT GRIEF'S JOURNEY 8000 CHICAGO STREET OMAHA NE 68114 470838482 501(C)(3) 20000 0 CAPITAL CAMPAIGN LAKE CUNNINGHAM DEVELOPMENT TRUST 8660 LAKE CUNNINGHAM ROAD OMAHA NE 68122 825231670 501(C)(3) 20000 0 CAPITAL CAMPAIGN LAURITZEN GARDENS 100 BANCROFT ST OMAHA NE 68108 470659701 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT MERRYMAKERS ASSOCIATION 12020 SHAMROCK PLZ STE 200 OMAHA NE 68154 470692363 501(C)(3) 12500 0 EVENT NEBRASKA METHODIST HOSPITAL FOUNDATION 8701 WEST DODGE ROAD SUITE 450 OMAHA NE 68114 470595345 501(C)(3) 20000 0 CAPITAL CAMPAIGN NORTHSTAR FOUNDATION 4242 NORTH 49TH AVE OMAHA NE 68104 260494022 501(C)(3) 52500 0 EVENT & CAPITAL CAMPAIGN OMAHA CHILDREN'S MUSEUM 500 SOUTH 20TH ST OMAHA NE 68102 470594056 501(C)(3) 65000 0 EVENT & GENERAL OPERATING SUPPORT OMAHA DISCOVERY TRUST 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 320596113 501(C)(3) 150000 0 GENERAL OPERATING SUPPORT OMAHA GIRLS ROCK INC 6001 DODGE ST CEC 1261 OMAHA NE 68182 453838678 501(C)(3) 10000 0 PROGRAM SUPPORT OMAHA THEATER COMPANY 2001 FARNAM STREET OMAHA NE 68102 470494912 501(C)(3) 17500 0 EVENT & PROGRAM SUPPORT OMAHA ZOO FOUNDATION 3701 S 10TH ST OMAHA NE 68107 363297716 501(C)(3) 300000 0 CAPITAL CAMPAIGN PROJECT HARMONY 11949 Q ST OMAHA NE 68137 470789054 501(C)(3) 30000 0 EVENT & GENERAL OPERATING SUPPORT SMART GEN SOCIETY INC 8710 F ST SUITE 112 OMAHA NE 68127 812942318 501(C)(3) 10000 0 CAPITAL CAMPAIGN THE DURHAM MUSEUM 801 S 10TH ST OMAHA NE 68108 470556061 501(C)(3) 35000 0 PROGRAM SUPPORT UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501(C)(3) 150000 0 CAPITAL CAMPAIGN & PROGRAM SUPPORT WESTSIDE COMMUNITY SCHOOLS FOUNDATION INC 1101 S 90TH ST OMAHA NE 68124 470560469 501(C)(3) 45000 0 EVENT & SCHOLARSHIPS WOMEN'S CENTER FOR ADVANCEMENT 3801 HARNEY ST OMAHA NE 68131 273205476 501(C)(3) 7500 0 EVENT & GENERAL OPERATING SUPPORT 27 PART I, LINE 2: BEFORE A GRANT IS GIVEN, GRANTEES OVER A CERTAIN AMOUNT SIGN A WRITTEN CONTRACT THAT STIPULATES AN ANNUAL REPORTING REQUIREMENT DETAILING HOW THE GRANT WAS UTILIZED. IF A REPORT IS NOT RECEIVED, THE FOUNDATION WILL FOLLOW UP WITH THE GRANTEE. IF A GRANTEE IS DELINQUENT, FUTURE GRANTS MAY BE IN JEOPARDY. THIS PROCESS IS MONITORED CLOSELY BY THE BOARD. 0 0 0 0 0 0 0 0 0 CALVIN SISSON PRESIDENT & CEO 0 389881 0 401961 0 0 0 12200 0 25152 0 829194 0 0 CHRISTI ANNIN DIRECTOR OF FINANCE 0 179109 0 50000 0 0 0 9600 0 25200 0 263909 0 0 RICH EAKIN VICE PRESIDENT 0 178743 0 60000 0 0 0 7400 0 9300 0 255443 0 0 ANNE FOLKERS SECRETARY 0 144369 0 38058 0 0 0 6000 0 25200 0 213627 0 0 FORM 990, PART VI, SECTION A, LINE 2 SANDRA PARKER AND DAVID R. PARKER - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES THAT CURRENTLY ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B EACH DIRECTOR WILL RECEIVE THE FORM 990 FOR REVIEW PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY (OR MORE FREQUENTLY IF NECESSARY), AS REQUIRED UNDER THE CONFLICT OF INTEREST POLICY, THE DIRECTORS DISCLOSE ANY CONFLICTS OF INTEREST WITH FAMILY MEMBERS AND/OR BUSINESS TRANSACTIONS. THE ORGANIZATION MONITORS ALL CONFLICTS, AND IF A TRANSACTION WITH A CONFLICT EXISTS, IT IS DISCUSSED DURING THE ANNUAL BOARD MEETING AND THE CONFLICTED DIRECTOR IS PROHIBITED FROM VOTING ON SUCH DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES OR DIRECTORS. THEREFORE, NO PROCESSES ARE IN PLACE RELATING TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE THESE RECORDS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OMAHA COMMUNITY FOUNDATION 3555 FARNAM ST STE 222 OMAHA NE 68131 470645958 COMM TRUST NE 501(C)(3) LINE 8 N/A 0 SUZANNE & WALTER SCOTT FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 681222216 363727897 SUPPORT NE 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0