2025-07-11T13:32:16-05:00 2024-08-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-09-01 470560469 WESTSIDE COMMUNITY SCHOOLS FOUNDATION INC WEST 4023902139 909 SOUTH 76TH STREET OMAHA NE 68114 TERRY HANNA PRESIDENT 4023902139 2025-07-10 1 0 HANNAH GOSCHA P02133534 4024968800 2025-07-10 2023 2025-03-06 01:10:19Z TERRY HANNA 909 SOUTH 76TH STREET OMAHA NE 68114 18868048 0 X WWW.WCSFOUNDATION66.ORG X 1974 NE TO IMPROVE THE EDUCATION OF STUDENTS AND SUPPORT TEACHERS AND RESIDENTS OF SCHOOL DISTRICT 66. 21 20 197 98 0 0 2797990 13556000 4379904 4954713 388779 216085 -44100 57470 7522573 18784268 1284545 5649401 0 0 4020885 4540695 0 0 213063 707617 602029 6013047 10792125 1509526 7992143 7490612 16191079 7317 21679 7483295 16169400 TO GENERATE AND RAISE FUNDS TO ENHANCE THE DISTRICT'S ABILITY TO MEET THE EXPECTATIONS OF AN EXEMPLARY EDUCATION FOR EVERY STUDENT. 0 0 4534637 4954713 WE CURRENTLY OPERATE 11 EARLY CHILDHOOD CENTERS AND PROVIDE CHILD CARE SERVICES TO 865 STUDENTS RANGING IN AGE FROM 18 MONTHS - 12 YEARS. 5719085 5537651 THE WESTSIDE FOUNDATION IS COMMITTED TO IMPROVING THE EDUCATION OF STUDENTS AND SUPPORTING THE TEACHERS AND RESIDENTS OF SCHOOL DISTRICT 66 THROUGH ACTIVITIES INCLUDING: CURRICULUM IMPROVEMENT, MENTORING PROGRAMS, PARENTAL SUPPORT ACTIVITIES, FACILITIES IMPROVEMENT, AND VARIOUS STUDENT ACTIVITIES. 111750 111750 THE WESTSIDE FOUNDATION ADMINISTERS FUNDS FOR DONOR-ESTABLISHED SCHOLARSHIPS AND HONORARIUMS. 10365472 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 197 1 0 0 0 0 0 1 1 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X BRIAN GABRIAL DIRECTOR OF FINANCE 4023902139 909 SOUTH 76TH STREET OMAHA NE 68114 TERRY KROEGER CHAIRMAN 1.00 X X 0 0 0 TONY SCHRAGER VICE CHAIRMAN 1.00 X X 0 0 0 RANDY HORN TREASURER 1.00 X X 0 0 0 JAMIE FRIEDLAND SECRETARY 1.00 X X 0 0 0 KATIE ANGLIM DIRECTOR 0.50 X 0 0 0 JOSH BARTEE DIRECTOR 0.50 X 0 0 0 ANN CHRISTIANSEN DIRECTOR 0.50 X 0 0 0 NATE DODGE DIRECTOR 0.50 X 0 0 0 ANN HOFMANN DIRECTOR 0.50 X 0 0 0 CHRIS HAWKINS DIRECTOR 0.50 X 0 0 0 STAN JENSEN DIRECTOR 0.50 X 0 0 0 RICK KELLEY DIRECTOR 0.50 X 0 0 0 JOHN KOTOUC DIRECTOR 0.50 X 0 0 0 CL LANDEN DIRECTOR 0.50 X 0 0 0 CLARK LAURITZEN DIRECTOR 0.50 X 0 0 0 MIKE LUCAS DIRECTOR 0.50 X 0 0 0 BETH MORRISSETTE DIRECTOR 0.50 X 0 0 0 MIKE MURPHY DIRECTOR 0.50 X 0 0 0 SANDY PARKER DIRECTOR 0.50 X 0 0 0 DJ REZAC DIRECTOR 0.50 X 0 0 0 TERRY HANNA PRESIDENT 40.00 X 178643 0 23808 JULIE OELKE ECC PROGRAM DIRECTOR 40.00 X 100162 0 9521 278805 0 33329 2 0 1 0 0 239531 281000 13035469 13556000 EARLY CHILDHOOD TUITION 611600 4878955 4878955 EARLY CHILDHOOD FOOD REIMBURSEMEN 611600 75758 75758 4954713 216085 216085 141250 239531 83780 57470 57470 18784268 4954713 0 273555 5495848 5495848 153553 153553 202451 190304 4049 8098 3713977 3487425 79690 146862 624267 533445 32719 58103 26981 26981 1452 1452 13710 13710 62393 62393 37696 37696 FOOD 322462 322462 SUPPLIES 65222 65222 BANK FEES 34739 34739 STAFF APPRECIATION 14102 14102 23272 23272 10792125 10365472 213590 213063 1854013 7431525 26761 1088696 454501 830089 634195 4779749 8125359 7490612 16191079 7317 21679 7317 21679 X 4336680 4278122 3146615 11891278 7483295 16169400 7490612 16191079 7992143 693962 0 X X 0 1 X 1 0 X 1818745 1736246 3426121 2797990 13556000 23335102 3253654 3642471 4279196 4379904 4954713 20509938 5072399 5378717 7705317 7177894 18510713 43845040 149068 91850 144774 629950 1225864 2241506 0 149068 91850 144774 629950 1225864 2241506 41603534 39953 35568 34934 50899 216085 377439 39953 35568 34934 50899 216085 377439 5112352 5414285 7740251 7228793 18726798 44222479 0.94080 0.94920 0.00850 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1092408 154270 213601 90169 1370110 854754 184408 94702 41456 1092408 801989 207853 -117446 37642 854754 687708 20577 137134 43430 801989 592294 42921 70993 18500 687708 0.01010 0.98990 0 0 63700 63700 533471 354385 179086 491525 100116 391409 634195 ACCRUED PAYROLL 21679 21679 X 19562010 693962 693962 18868048 -83780 -83780 18784268 10875905 0 10875905 -83780 -83780 10792125 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT CONSIDERED A PRIVATE FOUNDATION. THE FINANCIAL STATEMENTS WILL NOT REFLECT A PROVISION FOR INCOME TAXES, EXCEPT FOR THE TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023, THE FOUNDATION HAD NO LIABILITY FOR UNRELATED BUSINESS INCOME. THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 740-10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN INCOME TAX POSITIONS TAKEN WHICH WOULD REQUIRE THE FOUNDATION TO REFLECT A LIABILITY FOR UNRECOGNIZED TAX BENEFITS ON THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION MODIFIED CASH BASIS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE AUGUST 31, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS FOR STUDENT AND EMPLOYEE SCHOLARSHIPS. VI VI 2024 - A SPLASH OF SPIRIT! 380781 239531 141250 61693 22087 380781 239531 141250 61693 22087 83780 57470 1 DOUGLAS COUNTY SCHOOL DISTRICT 0066 (WESTSIDE COMMUNITY SCHOOLS) 909 SOUTH 76TH STREET OMAHA NE 68114 476002681 5495848 0 BUILDING COSTS AND VARIOUS STUDENT SUPPORT SCHOLARSHIPS 66 111750 AWARDS 23 41803 PART I, LINE 2: WESTSIDE COMMUNITY SCHOOLS FOUNDATION PROVIDES FUNDING TO DOUGLAS COUNTY SCHOOL DISTRICT 0066 (WESTSIDE COMMUNITY SCHOOLS) AND SCHOOL DISTRICT EMPLOYEES AND STUDENTS. THE SCHOOL DISTRICT REQUIRES FUNDING FROM THE FOUNDATION FOR CERTAIN APPROVED EXPENSES. CERTAIN CRITERIA ARE REQUIRED TO BE FULFILLED BEFORE A STUDENT MAY RECEIVE A SCHOLARSHIP OR EMPLOYEE MAY RECEIVE AN AWARD. X X X 0 0 0 0 0 0 0 1 0 TERRY HANNA PRESIDENT 158643 0 20000 0 0 0 0 0 23808 0 202451 0 0 0 PART I, LINE 7 THE PRESIDENT'S BONUS IS A DISCRETIONARY AMOUNT DETERMINED BY THE BOARD CHAIRMAN AND TREASURER BASED ON FUNDRAISING RESULTS FOR THE YEAR. THIS AMOUNT VARIES BY YEAR, AND SOME YEARS THERE IS NO BONUS PAID TO THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY AND POWER OF THE BOARD DURING THE INTERVAL BETWEEN MEETINGS OF THE BOARD EXCEPT WHERE ACTION BY THE ENTIRE BOARD IS SPECIFIED BY STATUTE, THE BYLAWS, OR RESOLUTION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT, CHAIRMAN, AND TREASURER OF THE FOUNDATION REVIEW THE FULL FORM 990 AND A PUBLIC DISCLOSURE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PERIODICALLY EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD POWERS SHALL AFFIRM SUCH PERSON HAS AGREED TO COMPLY WITH THE POLICY AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE SHALL CONSIST OF 3 BOARD MEMBERS. THE COMMITTEE SHALL MEET AS OFTEN AS ITS CHAIRPERSON DEEMS NECESSARY TO PERFORM AND CARRY OUT THE COMMITTEE'S RESPONSIBILITIES BUT AT LEAST ONCE A YEAR TO SET THE PRESIDENT'S AND DEVELOPMENT DIRECTOR'S SALARIES. COMMITTEE RESPONSIBILITIES INCLUDE (1) OVERSEEING THE DEVELOPMENT AND IMPLEMENTATION OF THE COMPENSATION PHILOSOPHY AND STRATEGY FOR THE PRESIDENT AND (2) REVIEWING AND RECOMMENDING TO THE BOARD OF DIRECTORS ANNUAL RAISES IN COMPENSATION FOR THE PRESIDENT USING COMPARATIVE DATA THAT MAY INCLUDE THE SIZE OF THE ORGANIZATION, GEOGRAPHIC AREA SERVED, RELATED INDUSTRIES AND PROFESSIONS, AND OTHER RELEVANT FACTORS THAT ARE SPECIFIED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: THE WESTSIDE COMMUNITY SCHOOLS FOUNDATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XI, LINE 2C: THE AUDIT COMMITTEE OF THE WESTSIDE COMMUNITY SCHOOLS FOUNDATION, INC ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.