2023-11-13T14:02:49-06:00 2022-12-31 470574775 FRANKEL ZACHARIA LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2022-01-01 470390618 HEARTLAND FAMILY SERVICE HEAR 4025533000 2101 SO 42ND STREET OMAHA NE 681052909 PAULI BISHOP CFO 4025533000 2023-11-10 1 PAULI BISHOP 999009999 0 AMY SUGHROUE P01058335 4024969100 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN JEANETTA 2101 SO 42ND STREET OMAHA NE 681052909 34469775 0 X WWW.HEARTLANDFAMILYSERVICE.ORG X 1875 NE TO STRENGTHEN INDIVIDUALS AND FAMILIES IN OUR COMMUNITY THROUGH EDUCATION, COUNSELING AND SUPPORT SERVICES. 31 31 609 203 0 0 41301551 26894776 6155733 5666071 1005175 378067 13068 219601 48475527 33158515 3383331 3106756 0 0 24224351 25400146 0 0 677391 8212238 8113491 35819920 36620393 12655607 -3461878 53515624 46510589 7815759 5899039 45699865 40611550 X TO STRENGTHEN INDIVIDUALS AND FAMILIES IN OUR COMMUNITY THROUGH EDUCATION, COUNSELING AND SUPPORT SERVICES. 0 0 17215580 61301 5505200 COUNSELING & PREVENTION: PROGRAMS IN THIS AREA SHARE A CENTRAL FOCUS ON THERAPEUTIC SERVICES IN ORDER TO TREAT CURRENT MENTAL HEALTH AND SUBSTANCE USE ISSUES, MANAGE CHRONIC ILLNESSES, AND INTERVENE EARLIER TO LIMIT OCCURRENCES THROUGH MENTAL HEALTH COUNSELING, EDUCATION, AND PREVENTION SERVICES. PROGRAMS WITHIN COUNSELING & PREVENTION INCLUDE: ALL COUNSELING AND PREVENTION PROGRAMS, COUNSELING (NE), FAMILY WORKS (NE), IA SUBSTANCE ABUSE AND GAMBLING PREVENTION, COUNSELING (IA), PREVENTION IOWA - DRUG FREE COMMUNITIES (DFC), INTEGRATED HEALTH HOME, SARPY JUVENILE JUSTICE CENTER, ACT - ASSERTIVE COMMUNITY TREATMENT (IA), HEARTLAND BRIDGES, MENTAL HEALTH CRISIS RESPONSE TEAM (IA), FAMILY WORKS (IA), THERAPEUTIC SCHOOL, ASAP SARPY CRISIS RESPONSE, DOUGLAS COUNTY YOUTH CENTER, PREVENTION - TFN/MOTAC, SCHOOL BASED THERAPY (LEWIS CENTRAL), CHILDREN'S CENTER, INTENSIVE PSYCH REHAB (IPR), HEARTLAND ONE OAK, PROJECT DISASTER RECOVERY, NE PSYCH SERVICES, IA PSYCH SERVICES, AND IA CCBHC. MORE INFORMATION ABOUT THESE PROGRAMS CAN BE FOUND AT HTTPS://WWW.HEARTLANDFAMILYSERVICE.ORG/COUNSELING-PREVENTION/. THERE WERE 4,162 INDIVIDUALS SERVED THROUGHOUT THESE PROGRAMS; 10,345 HOURS OF COUNSELING PROVIDED; AND 9,864 STUDENT DAYS OF INSTRUCTION FOR LICENSED SCHOOL IN 2022. 1458929 7610 44130 CHILD & FAMILY WELLBEING: THESE PROGRAMS AND SERVICES SPAN THE ENTIRE LIFESPAN. FROM EARLY CHILDHOOD EDUCATION PROGRAMMING TO THERAPEUTIC INTERVENTION FOR TROUBLED TEENS TO SOCIAL AND NUTRITIONAL OFFERINGS FOR SENIORS, PARTICIPANTS IN OUR PROGRAMS RECEIVE EDUCATION AND SUPPORT TODAY IN ORDER TO HAVE A BRIGHTER FUTURE. PROGRAMS WITHIN CHILD & FAMILY WELLBEING INCLUDE: GENERATIONS CENTER AND IN HOME OMAHA FAMILY SUPPORT. MORE INFORMATION ABOUT THESE PROGRAMS CAN BE FOUND AT HTTPS://WWW.HEARTLANDFAMILYSERVICE.ORG/CHILD-AND-FAMILY/. THERE WERE 1,470 SERVICE HOURS PROVIDED AND 5,962 MEALS PROVIDED THROUGHOUT THESE PROGRAMS IN 2022. 12031143 3037845 132434 HOUSING, SAFETY & FINANCIAL STABILITY: THE GOAL OF PROGRAMS IN THIS AREA IS TO PROVIDE IMMEDIATE, AS WELL AS LONG-TERM ASSISTANCE TO MEMBERS OF OUR COMMUNITY EXPERIENCING ISSUES OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, HOMELESSNESS, AND FINANCIAL CRISIS. PROGRAMS WITHIN HOUSING, SAFETY & FINANCIAL STABILITY INCLUDE: HEARTLAND HOUSING CONNECTIONS RRH, HOMELESS PREVENTION, HEARTLAND HOUSING OPPORTUNITIES RRH, DOMESTIC VIOLENCE / SEXUAL ASSAULT SERVICES, VAWA (DOMESTIC VIOLENCE / SEXUAL ASSAULT SERVICES), NE VOCA (DOMESTIC VIOLENCE / SEXUAL ASSAULT SERVICES), SASP (DOMESTIC VIOLENCE / SEXUAL ASSAULT SERVICES), WAYS TO WORK, HEARTLAND HOUSING PASSAGES RRH, PCHL RRH, HEARTLAND HOUSING SOLUTIONS PSH, HEARTLAND HOMES PSH, HOMELESS SUPPORTIVE SERVICES, HEARTLAND HOUSING SANCTUARY, AND HOMELESS DIVERSION. MORE INFORMATION CAN BE FOUND AT HTTPS://WWW.HEARTLANDFAMILYSERVICE.ORG/HOUSING-FINANCIAL-STABILITY/. WITHIN THESE PROGRAMS THERE WERE 15,192 DAYS OF CARE, 1,245 HOUSEHOLDS SERVED AND 1,305 PERSONS SERVED IN 2022. 30705652 1 1 0 1 0 0 0 0 1 1 1 0 1 0 1 1 0 1 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 0 0 0 1 250 0 1 609 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4025533000 2101 S 42ND STREET OMAHA NE 68105 JULIE STROHFUS CHAIR 2.00 X X 0 0 0 BECKY JACKSON SECRETARY 2.00 X X 0 0 0 TRAVIS FRY TREASURER 2.00 X X 0 0 0 MARCOS HERNANDEZ VICE CHAIR 2.00 X X 0 0 0 MEGAN HOLTORF DIRECTOR THRU JUNE 2022 1.00 X 0 0 0 ANTHONY ASHBY DIRECTOR THRU MAY 2022 1.00 X 0 0 0 DAVID WARREN DIRECTOR 1.00 X 0 0 0 NANCY WILLIAMS DIRECTOR 1.00 X 0 0 0 DOMINIQUE MORGAN DIRECTOR THRU MAY 2022 1.00 X 0 0 0 ANDREA HARGUS DIRECTOR 1.00 X 0 0 0 ALAN THELEN DIRECTOR 1.00 X 0 0 0 AMY OLSON DIRECTOR 1.00 X 0 0 0 LAUREN WEIVODA DIRECTOR 1.00 X 0 0 0 JACQUE MERRITT DIRECTOR 1.00 X 0 0 0 ABE SCHLOTT DIRECTOR 1.00 X 0 0 0 TOM FRETTE DIRECTOR THRU JUNE 2022 1.00 X 0 0 0 PATTY KEAIRNES DIRECTOR 1.00 X 0 0 0 BARRY THOMAS DIRECTOR 1.00 X 0 0 0 SUSANNE MILLER DIRECTOR 1.00 X 0 0 0 MATT SMITH DIRECTOR 1.00 X 0 0 0 PHILANA BLAKELY DIRECTOR 1.00 X 0 0 0 DONNA DOSTAL DIRECTOR 1.00 X 0 0 0 ANGELA AVIS DIRECTOR 1.00 X 0 0 0 LEANNE ZIETTLOW DIRECTOR 1.00 X 0 0 0 JULIE GIBSON-BEIER DIRECTOR THRU JUNE 2022 1.00 X 0 0 0 JONATHAN JAMESON DIRECTOR 1.00 X 0 0 0 GREG ROTHERMEL DIRETOR 1.00 X 0 0 0 HEATHER SIEBKEN DIRECTOR 1.00 X 0 0 0 AMANDA WILIIAMS DIRECTOR 1.00 X 0 0 0 BOBBY BRUMFIELD DIRECTOR 1.00 X 0 0 0 FRANK BAILEY DIRECTOR AS OF JULY 2022 1.00 X 0 0 0 SCOTT BINDER DIRECTOR AS OF MAY 2022 1.00 X 0 0 0 KERRI CULVER DIRECTOR AS OF MAY 2022 1.00 X 0 0 0 DAN GOMEZ DIRECTOR AS OF MAY 2022 1.00 X 0 0 0 BRENDA LANGENBERG DIRECTOR AS OF JUNE 2022 1.00 X 0 0 0 CATHY PETTID DIRECTOR AS OF MAY 2022 1.00 X 0 0 0 JOHN JEANETTA PRESIDENT/CEO 37.50 X 249006 0 31870 GREG GUNDERSON CHIEF FINANCIAL OFFICER 37.50 X 89707 0 10531 MARY O'NEILL CHIEF OPERATING OFFICER 37.50 X 155232 0 19851 MARZIA SHIELDS CHIEF DEVELOPMENT OFFICER 37.50 X 132133 0 18101 ALFRED ONGESA NURSE PRACTIONER 37.50 X 145369 0 13906 DIANNA PROKUPEK NURSE PRACTIONER 37.50 X 143024 0 6576 JENNY STEWART PROGRAM DIRECTOR 37.50 X 131071 0 10675 1045542 0 111510 11 0 1 0 MICHAEL COY MD 2101 S 42ND ST OMAHA NE 68105 PROFESSIONAL 154835 1 606351 318303 18709976 7260146 376248 26894776 COUNSELING AND PREVENTION 624100 5505200 5505200 HOUSING, SAFETY AND FINANCIAL STA 624100 132434 132434 CHILD AND FAMILY WELL-BEING 624100 28437 28437 5666071 318786 318786 221983 0 221983 221983 221983 1328794 1250673 18840 78121 -18840 59281 59281 23672 318303 41747 -18075 -18075 MISCELLANEOUS REVENUE 900099 15693 15693 15693 33158515 5681764 0 581975 3106756 3106756 381114 324939 56175 20332769 17321016 2674178 337575 584389 426265 139399 18725 2168346 1733545 366761 68040 1933528 1691367 226707 15454 123409 67783 55619 7 135625 94957 37807 2861 34280 34280 1623698 1109856 494386 19456 317738 131241 123808 62689 1015149 885350 111623 18176 1925604 1818236 88669 18699 482547 405902 72535 4110 136338 104623 30201 1514 202157 202157 782748 679162 85436 18150 EQUIPMENT REPAIRS AND M 520992 437006 70619 13367 MISCELLANEOUS 478907 195561 263498 19848 UNCOLLECTIBLE ACCOUNTS 216354 216354 0 0 ORGANIZATION DUES 117945 78515 36885 2545 36620393 30705652 5237350 677391 5441273 3887999 5315068 4323292 12108943 8465826 1894392 1957280 194277 188994 25601879 11814665 13555572 13787214 6670152 5500657 1508514 1274539 6711645 6711594 103446 51674 12342 361520 53515624 46510589 922867 1190223 18238 258370 6499456 3989794 375198 460652 7815759 5899039 X 23515536 25740545 22184329 14871005 45699865 40611550 53515624 46510589 -3461878 -1626437 0 X X 0 1 X 1 1 1 X 36427840 19496353 26367160 41301551 26894776 150487680 36427840 19496353 26367160 41301551 26894776 150487680 21960431 128527249 355073 474020 370497 346419 540769 2086778 65 65 7572 7702 161661 120678 79347 26256 39314 427256 153009416 30521275 0.84000 0.82270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36662140 36662140 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 25 0 25 250000 250000 250000 250000 1000000 1500000 0 0 1 X 8178666 484 -1319674 50000 34280 6775196 7281225 268445 1159636 490600 40040 8178666 6552625 846997 87000 31397 7281225 5684644 3 288200 33413 6552625 6328670 -303964 307700 32362 5684644 0.12475 0.33834 0.53691 1 0 963930 963930 18634044 7865973 10768071 90067 90067 0 4681384 3809407 871977 1232454 49218 1183236 13787214 INVESTMENT IN HFS COUNCIL BLUFFS, LLC 1431922 C OTHER RELATED INVESTMENTS 37500 C INVESTMENT IN NFW, LLC 5242172 C 6711594 ACCRUED PAYROLL AND EMPLOYEE VACATION BENEFITS 460652 460652 X PART IV, LINE 2B: THE AGENCY AND HOLY NAME HOUSING CORPORATION, ANOTHER NOT-FOR-PROFIT ENTITY, PARTNERED TO COMPLETE A CONSTRUCTION PROJECT WHICH IS KNOWN AS THE NORTH OMAHA INTERGENERATIONAL CAMPUS (NOIC). THE AGENCY USES THE FACILITY TO OPERATE INTERGENERATIONAL PROGRAMS INCLUDING YOUTH COUNSELING AND PREVENTION SERVICES ALONGSIDE SENIOR SERVICES. THE AGENCY ALSO SERVED AS AN AGENT AND RECEIVED FUNDS FROM DONORS ON BEHALF OF THE CAMPUS AND THE OTHER ENTITIES FOR DISBURSEMENT TO CONSTRUCTION-RELATED VENDORS. CASH RECEIVED BY THE AGENCY THAT IS ALLOCABLE TO THE OTHER ENTITIES IS INCLUDED IN THE STATEMENT OF FINANCIAL POSITION AS "CASH AND THE OBLIGATION RELATED TO THIS CASH IS INCLUDED IN "PAYABLE TO NOIC". PART V, LINE 4: INCOME GENERATED FROM THE RESTRICTED ENDOWMENT FUNDS IS COMMITTED TO THE CONTINUED FUNDING OF NORMAL OPERATIONS INCURRED IN FULFILLMENT OF STATED ORGANIZATION MISSIONS. TEMPORARILY RESTRICTED FUNDS ARE RESTRICTED FOR FUNDING OF SPECIFIC PROGRAMS. THE BOARD DESIGNATED OR QUASI-ENDOWMENT IS HELD FOR USE IN THE AGENCY'S SENIOR CENTER PROGRAM. PART X, LINE 2: THE AGENCY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAXES ARE INCLUDED IN THESE FINANCIAL STATEMENTS. 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 NOT-FOR-PROFIT ORGANIZATION INCLUDE ACTIVITIES THAT MAY ENDANGER ITS EXEMPT PURPOSE AND STATUS AS AN EXEMPT ORGANIZATION. THE AGENCY 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. NE GALA BANQUET 204595 194195 10400 19926 IA GALA BANQUET 101600 93260 8340 2550 3683 2000 7505 1 35780 30848 4932 532 4529 1022 341975 318303 23672 532 7079 3683 2000 28453 41747 -18075 1 TRANSPORTATION, HOUSING, FOOD AND GENERAL ASSISTANCE FOR COUNSELING CLIENTS 48 55583 HARDSHIP ASSISTANCE FOR DOUGLAS AND SARPY COUNTY RESIDENTS 237 329809 150000 FAIR MARKET VALUE CLOTHING AND FOOD GENERAL ASSISTANCE FOR CHILDREN 16 5506 RENT AND UTILITY ASSISTANCE FOR HOMELESS AND NEAR HOMELESS 2015 2482831 MEDICAL, TRANSPORATION, LEGAL, HOUSING, FOOD, AND CLOTHING FOR VICTIMS OF DOMESTIC VIOLENCE 256 83027 PART I, LINE 2: PROGRAM STAFF DETERMINE IF APPLICANTS MEET THE ELIGIBILITY GUIDELINES/REQUIREMENTS OF ALL SPECIFIC FUNDING SOURCES AND EACH SOURCE HAS A PROTOCOL THAT MUST BE FOLLOWED. THE PROGRAM STAFF FILL OUT A CHECK REQUEST TO BE PAID TO SPECIFIC VENDORS LIKE LANDLORDS, UTILITY COMPANIES, PHARMACIES, ETC. THE PROGRAM DIRECTOR (PD) AND/OR VICE PRESIDENT (VP) APPROVES THE CHECK REQUEST PRIOR TO IT BEING SENT TO THE HEARTLAND FAMILY SERVICE FISCAL DEPARTMENT FOR PROCESSING. THE PD/VP CAN ALSO DESIGNATE APPROVAL RIGHTS TO SOMEONE ELSE WITHIN THE PROGRAM WITH NOTICE TO THE ACCOUNTS PAYABLE (AP) DEPARTMENT. ONCE THE REQUEST IS RECEIVED BY AP IT FOLLOWS THE "CASH DISBURSEMENT POLICY". THE CHECK IS REMITTED WITH AN ACCOMPANYING LETTER OR INFORMATION TO ENSURE IT IS APPLIED TO THE CLIENT'S ACCOUNT. X X X X X 0 0 0 0 0 0 0 0 0 JOHN JEANETTA PRESIDENT/CEO 249006 0 0 0 0 0 17243 0 14627 0 280876 0 0 0 MARY O'NEILL CHIEF OPERATING OFFICER 155232 0 0 0 0 0 10866 0 8985 0 175083 0 0 0 ALFRED ONGESA NURSE PRACTIONER 145369 0 0 0 0 0 1574 0 12332 0 159275 0 0 0 MARZIA SHIELDS CHIEF DEVELOPMENT OFFICER 132133 0 0 0 0 0 9218 0 8883 0 150234 0 0 0 X 1 202507 FMV X PROGRAM SUPPORT 2 173741 ESTIMATED COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND CONTROLLER REVIEW THE FORM 990 DRAFT AND ADDRESS ANY QUESTIONS OR CHANGES WITH THE PREPARER. THE RETURN IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR COMMENTS. AFTER ADDRESSING ANY COMMENTS, THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY DURING ORIENTATION. EXISTING BOARD MEMBERS ARE ASKED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY IN JANUARY OF EACH YEAR. ANNUALLY, THE FINANCE COMMITTEE REVIEWS A STATEMENT PREPARED INTERNALLY THAT LISTS ALL FINANCIAL ACTIVITIES RELATED TO BOARD MEMBERS INCLUDING BANKS. FORM 990, PART VI, SECTION B, LINE 15 EVERY TWO YEARS, HEARTLAND FAMILY SERVICE CONDUCTS A COMPREHENSIVE ANALYSIS OF POSITIONS THAT INCLUDES DATA FROM AREA, REGIONAL, AND NATIONAL SOURCES. THIS DATA IS THEN USED BY HUMAN RESOURCES TO SET SALARY RANGES THROUGHOUT THE AGENCY SUBJECT TO THE APPROVAL OF THE HUMAN RESOURCES TASK FORCE OF THE BOARD OF DIRECTORS. ALSO, ON AN ANNUAL BASIS THE BOARD OF DIRECTORS REVIEWS AND APPROVES SALARY CHANGES FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 A PRESS RELEASE IS SUBMITTED TO LOCAL PAPERS UPON THE BOARD OF DIRECTORS ADOPTION OF THE ANNUAL AUDIT REPORT. COPIES OF THE FORM 990 AND THE ANNUAL AUDIT ARE AVAILABLE UPON REQUEST AND ARE SUBMITTED ANNUALLY TO MULTIPLE EXTERNAL SOURCES. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGES WERE MADE TO THE AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. CHARLES E LAKIN HUMAN SERVICES CAMPUS FOUNDATION 2101 S 42ND STREET OMAHA NE 68105 454639407 SUPPORT THE AGENCIES ASSOCIATED WITH CHARLES E. LAKIN HUMAN SERVICES CAMPUS IA 501(C)(3) 509(1)(3) TYPE I NONE 0 THE NORTH OMAHA INTERGENERATIONAL CAMPUS INC 2101 S 42ND STREET OMAHA NE 68105 464690725 COMMON AREA LAND MANAGEMENT FOR INTERGENERATIONAL HUMAN SERVICES CAMPUS NE 501(C)(4) N/A HEARTLAND FAMILY SERVICE 0 HFS COUNCIL BLUFFS LLC 2101 S 42ND STREET OMAHA NE 68105 203781186 LOW-INCOME HOUSING IA N/A RELATED -10 7542 0 1 0.00010 NFW LLC 2101 S 42ND STREET OMAHA NE 68105 453991190 PROGRAM HOUSING NE N/A RELATED -41 551 0 1 0.00010 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1