2025-12-23T08:37:13-06:00 2025-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2024-07-01 237162972 COMBINED HEALTH AGENCIES DRIVE COMB 4026148500 1941 S 42ND STREET 517 OMAHA NE 68105 MICHELLE GROSSMAN PRESIDENT/CEO 4026148500 2025-12-22 1 1 WENDY R COOLEY CPA P01523804 4023302660 2025-12-22 2024 2025-03-06 01:10:19Z X MICHELLE GROSSMAN 1941 S 42ND STREET 517 OMAHA NE 68105 1736630 0 X WWW.CHADNEBRASKA.ORG X 1971 NE IMPROVING LIVES BY RAISING FUNDS FOR NEBRASKA'S HEALTH CHARITIES THROUGH WORKPLACE GIVING. 42 41 6 150 0 0 1550132 1514897 1084 840 43608 69516 0 0 1594824 1585253 879268 829752 0 0 449210 470789 0 0 22563 110557 102614 1439035 1403155 155789 182098 1848247 1823227 835109 628880 1013138 1194347 IMPROVING LIVES BY RAISING FUNDS FOR NEBRASKA'S HEALTH CHARITIES THROUGH WORKPLACE GIVING. 0 0 1200939 829752 840 COMBINED HEALTH AGENCIES DRIVE (CHAD) CONNECTS EMPLOYEES AND EMPLOYERS VIA THE WORKPLACE TO CHAD'S MEMBER CHARITIES AND THEIR PROGRAMS, SERVICES AND VOLUNTEER OPPORTUNITIES. THIS RELATIONSHP ALLOWS EMPLOYEES TO GIVE TO CHARITIES THROUGH PAYROLL DEDUCTIONS AND OTHER TYPES OF GIFTS IN THEIR WORKPLACE. PARTICIPATING EMPLOYERS ARE STATEWIDE IN NEBRASKA AND IN ALL ECONOMIC SECTORS, INCLUDING BOTH PUBLIC AND PRIVATE ENTITIES. THE COMPANIES/EMPLOYERS RANGE FROM SMALL, LOCAL EMPLOYERS TO LARGE MULTINATIONAL COMPANIES. 1200939 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 42 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SHANNON CASTILLO 4026148500 212 S 74TH STREET OMAHA NE 68114 MICHELLE GROSSMAN PRESIDENT & CEO 45.00 X X 109081 0 18090 AMBER PRESTON BOARD CHAIR 1.00 X X 0 0 0 STEPHANIE VANICEK TREASURER 1.00 X X 0 0 0 KATIE LOVE SECRETARY 1.00 X X 0 0 0 JAMIE GUTIERREZ PAST BOARD CHAIR 1.00 X X 0 0 0 SHARON BRODKEY DIRECTOR AT LARGE 1.00 X 0 0 0 DAVE BUSHEY DIRECTOR AT LARGE 1.00 X 0 0 0 MICHAEL DEMMAN DIRECTOR AT LARGE 1.00 X 0 0 0 JANE BEERMAN DIRECTOR AT LARGE 1.00 X 0 0 0 KERRY HEINRICH DIRECTOR AT LARGE 1.00 X 0 0 0 PRISCILLA HENKELMANN DIRECTOR AT LARGE 1.00 X 0 0 0 BRIAN W KRUSE DIRECTOR AT LARGE 1.00 X 0 0 0 JACK MCKEEGAN DIRECTOR AT LARGE 1.00 X 0 0 0 KARA O'CONNOR DIRECTOR AT LARGE 1.00 X 0 0 0 LINDSAY PATT DIRECTOR AT LARGE 1.00 X 0 0 0 STEVE PATTERSON DIRECTOR AT LARGE 1.00 X 0 0 0 VINCE PILLE DIRECTOR AT LARGE 1.00 X 0 0 0 KELLY VAUGHN DIRECTOR AT LARGE 1.00 X 0 0 0 KAREN CARSON MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 LEAH CASANAVE MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 TONY DANIEL MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 DAWN GONZALES MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 LARRY GUENTHER MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 ELIZABETH MCDOWELL MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 KATHY NELLOR MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 CARLO RINALDI MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 MARK RUSSELL MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 PETER SENIOR MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 TORI SORENSEN MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 JENNIFER SPARROCK MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 CHAD TREMEL MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 NATE UNDERWOOD MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 THOMAS WILLIAMS MD MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 RONNA ZYLSTRA MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 HOWARD DAUBERT DIRECTOR AT LARGE 1.00 X 0 0 0 ANDREW HUBER MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 DAVE JOHNSON MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 SHAWNTELL KROESE DIRECTOR AT LARGE 1.00 X 0 0 0 MACK LA ROCK MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 MICHAEL MURPHY DIRECTOR AT LARGE 1.00 X 0 0 0 LISA RUSSELL MEMBER AGENCY REPRESENTATIVE 1.00 X 0 0 0 GRANT SORRELL DIRECTOR AT LARGE 1.00 X 0 0 0 SHANNON CASTILLO DIRECTOR OF FINANCE AND ADMINISTRATION 40.00 X 68759 0 3432 177840 0 21522 1 0 0 0 0 997917 516980 1514897 LEADERSHIP 25 INCOME 900099 840 840 840 27065 27065 193828 151377 42451 42451 42451 1585253 840 0 69516 829752 829752 214774 100017 104018 10739 204449 176859 26589 1001 8873 7487 1335 51 13736 12083 1653 28957 19255 8931 771 26250 2625 21000 2625 5659 5659 2977 2084 595 298 10548 6617 3180 751 4696 3756 470 470 27850 22280 2785 2785 5978 5081 598 299 2199 1979 220 2023 1619 202 202 4712 1885 2356 471 CAMPAIGN EXPENSE 4393 4173 220 SUPPLIES AND EQUIPMENT 3613 2529 723 361 MEMBERSHIP DUES 1716 858 772 86 1403155 1200939 179653 22563 47432 120173 893705 792390 66563 43022 2341 500 21036 15868 5677 5168 736821 791054 95708 70920 1848247 1823227 39417 41902 758985 575703 36707 11275 835109 628880 X -324922 -97923 1338060 1292270 1013138 1194347 1848247 1823227 X 182098 8273 -9162 X X 0 1 X 1 0 X 1619933 1567722 1539309 1550132 1520556 7797652 1619933 1567722 1539309 1550132 1520556 7797652 298637 7499015 16375 22756 22405 17554 21406 100496 7898148 4970 0.94950 0.95920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 772307 15754 71855 28570 831346 710429 15245 75183 28550 772307 660467 24216 52736 26990 710429 770417 14735 -97685 27000 660467 629562 10805 154924 24874 770417 0.00000 1.00000 0.00000 0 0 21036 15868 5168 5168 RIGHT TO USE - LEASE LIABILITY 11275 11275 X 1598478 8273 19773 -9162 18884 1579594 5659 5659 1585253 1417269 19773 19773 1397496 5659 5659 1403155 PART V, LINE 4: CHAD HOLDS ENDOWMENT FUNDS FOR SUPPORT OF ITS MEMBER CHARITIES THAT CONSIST PRIMARILY OF INVESTMENTS AND LIFE INSURANCE POLICIES. INCOME FROM THE ENDOWMENT FUNDS IS USED TO SUPPORT ONE OR MORE MEMBER CHARITIES EACH YEAR THROUGH A GRANTING PROCESS. PART X, LINE 2: MANAGEMENT BELIEVES THAT CHAD HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. CHAD WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -275. CHANGE IN BENEFICIAL INTEREST 465. UNCOLLECTIBLE CONTRIBUTIONS -9,352. 1 ALZHEIMER'S ASSOCIATION MIDLANDS CHAPTER 8790 F ST STE 404 OMAHA NE 68127 470648438 501(C)(3) 88842 0 TO PROVIDE EDUCATION AND SUPPORT TO ALZHEIMER'S RELATED DISEASES AMERICAN LUNG ASSN OF THE CENTRAL STATES 11225 DAVENPORT ST STE 101 OMAHA NE 68154 430662525 501(C)(3) 18609 0 TO FIGHT LUNG DISEASE AND PROMOTE LUNG HEALTH THROUGH EDUCATION, ADVOCACY, RESEARCH, AND COMMUNITY PROGRAMS FOR ALL RESIDENTS ARTHRITIS FOUNDATION NEBRASKA CHAPTER 16614 VINTON CIRCLE OMAHA NE 68130 470483544 501(C)(3) 27196 0 TO IMPROVE LIVES THROUGH LEADERSHIP IN THE PREVENTION, CONTROL AND CURE OF ARTHRITIS AND RELATED DISEASES AUTISM ACTION PARTNERSHIP 10909 MILL VALLEY ROAD STE 205 OMAHA NE 68154 206892034 501(C)(3) 61420 0 TO IMPROVE THE QUALITY OF LIFE OF PERSONS WITH AUTISM SPECTRUM DISORDERS AND THEIR FAMILIES THROUGH EDUCATION, ADVOCACY, AND SUPPORT, THEREBY ENABLING THEM TO BE AN INTEGRAL PART OF THE COMMUNITY BRAIN INJURY ALLIANCE OF NEBRASKA PO BOX 22147 LINCOLN NE 68542 260851140 501(C)(3) 21129 0 TO SUPPORT THOSE WITH TRAUMATIC BRAIN INJURIES CROHN'S & COLITIS FOUNDATION OF NEBRASKA 268 N 115 ST STE 2 OMAHA NE 68154 136193105 501(C)(3) 37706 0 TO CURE CROHN'S DISEASE AND ULCERATIVE COLITIS, AND TO IMPROVE THE QUALITY OF LIFE OF CHILDREN AND ADULTS AFFECTED BY THESE DISEASES CYSTIC FIBROSIS FOUNDATION NE CHAPTER 2827 S 88TH STREET OMAHA NE 68124 131930701 501(C)(3) 26823 0 TO SUPPORT INNOVATIVE RESEARCH TO CONTROL AND CURE CYSTIC FIBROSIS, PROVIDE SPECIALIZED MEDICAL CARE THROUGH A NATIONWIDE NETWORK OF CENTERS, AND OFFER PHARMACY AND OTHER PATIENT SERVICES EPILEPSY FOUNDATION OF NEBRASKA UNO COMMUNITY ENGAGEMENT CAMPUS 6001 DODGE ST CEC 2286 OMAHA NE 68132 520856660 501(C)(3) 30757 0 TO PROVIDE PROGRAMS AND SERVICES TO PEOPLE AND FAMILIES OF NEBRASKA IMPACTED BY EPILEPSY. WE ARE COMMITTED TO LEADING THE FIGHT TO OVERCOME THE CHALLENGES OF EPILEPSY AND TO ACCELERATE THERAPIES TO STOP SEIZURES, FIND CURES, AND SAVE LIVES RIGHT HERE IN NEBRASKA. BREAKTHROUGH T1D 9202 WEST DODGE RD STE 304 OMAHA NE 68114 231907729 501(C)(3) 71490 0 TO IMPROVE THE LIVES OF CHILDREN AND ADULTS LIVING WITH TYPE 1 DIABETES (T1D) THROUGH FUNDING RESEARCH TO CURE, TREAT, AND PREVENT THIS DISEASE MARCH OF DIMES NEBRASKA CHAPTER 3606 N 156 STE 101-248 OMAHA NE 68116 131846366 501(C)(3) 8701 0 TO IMPROVE THE LIVES OF INFANTS BY PREVENTING PREMATURE BIRTH, BIRTH DEFECTS AND INFANT MORTALITY HEART HEROES PO BOX 340 BOYS TOWN NE 68010 454438001 501(C)(3) 20849 0 TO ASSIST IN FIGHTING NEUROMUSCULAR DISEASES THROUGH WORLDWIDE RESEARCH, A NATIONWIDE NETWORK OF CLINICS OFFERING COMPREHENSIVE MEDICAL SERVICES, AND FAR-REACHING PROFESSIONAL AND PUBLIC HEALTH EDUCATION NATIONAL MULTIPLE SCLEROSIS SOCIETY NE CHAPTER 2020 W 89 ST STE 100 LEAWOOD KS 66206 470439079 501(C)(3) 25307 0 TO AID IN ENDING THE DEVASTATING EFFECTS OF MS, OFFERING INFORMATION AND REFERRAL, EDUCATION AND DIRECT ASSISTANCE TO OVER 25,000 PEOPLE AFFECTED BY MS NEBRASKA AIDS PROJECT 6220 MAPLE STREET OMAHA NE 68104 470786622 501(C)(3) 36266 0 TO LEAD THE COMMUNITY IN THE FIGHT TO OVERCOME HIV/AIDS AND ITS STIGMA THROUGH EDUCATION, SUPPORTIVE SERVICES AND ADVOCACY NEBRASKA HEALTH CARE FOUNDATION 1200 LIBRA DRIVE STE 100 LINCOLN NE 68512 363573679 501(C)(3) 13534 0 TO HELP ENSURE THERE ARE AN ADEQUATE NUMBER OF TRAINED PROFESSIONALS TO CARE FOR RESIDENTS OF NEBRASKA'S SKILLED NURSING FACILITIES AND ASSISTED LIVING COMMUNITIES. NEBRASKA CHAPTER OF THE THE NATIONAL BLEEDING DISORDERS FOUNDATION 8031 W CENTER RD STE 301 OMAHA NE 68124 135641857 501(C)(3) 21071 0 TO FIND BETTER TREATMENTS AND CURES FOR INHERITABLE BLEEDING DISORDERS AND TO PREVENT THE COMPLICATIONS OF THESE DISORDERS THROUGH EDUCATION, ADVOCACY AND RESEARCH NEBRASKA HOSPICE & PALLIATIVE CARE PARTNERSHIP 1519 M STREET COZAD NE 69130 470673727 501(C)(3) 20820 0 TO IMPROVE CARE AND CONDITIONS FOR CHRONICALLY AND TERMINALLY ILL NEBRASKANS THROUGH PUBLIC AND PROFESSIONAL EDUCATION, RESEARCH AND ADVOCACY NEBRASKA KIDNEY ASSOCIATION INC PO BOX 42 MINDEN NE 68959 237225449 501(C)(3) 47924 0 TO PROVIDE INFORMATION AND REFERRALS TO THOSE WITH KIDNEY AND UROLOGIC DISEASES AND TRANSPLANT PATIENTS, EMERGENCY FUNDING, EARLY DETECTION SCREENINGS, PROFESSIONAL EDUCATION, PUBLIC EDUCATION SUSAN G KOMEN FOR THE CURE NEBRASKA 16309 CRAIG AVE BENNINGTON NE 68007 260056671 501(C)(3) 24932 0 TO PROVIDE GRANTS TO LOCAL ORGANIZATIONS TO SUPPORT BREAST HEALTH EDUCATION, SCREENING AND TREATMENT PROGRAMS ACROSS THE STATE THE ALS ASSN MID AMERICA CHAPTER 900 S 74TH PLAZA STE 106 OMAHA NE 68114 481021611 501(C)(3) 38254 0 TO EMPOWER PEOPLE WITH ALS AND THEIR FAMILIES TO LIVE FULLER LIVES, PROVIDING THEM WITH SERVICES AND SUPPORT WHILE FUNDING GLOBAL RESEARCH TO FIND A CURE TEAM JACK PO BOX 607 ATKINSON NE 68713 462301134 501(C)(3) 33856 0 TO RAISE MONEY TO FUND IMPACTFUL PEDIATRIC BRAIN CANCER RESEARCH AND WORK TO CREATE NATIONAL AWARENESS FOR THE DISEASE THE LEUKEMIA & LYMPHOMA SOCIETY 17730 W CENTER RD STE 110-341 OMAHA NE 68130 135644916 501(C)(3) 51949 0 TO CURE LEUKEMIA, NON-HODGKIN'S LYMPHOMA, HODGKIN'S LYMPHOMA AND MYELOMA AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND FAMILIES UNITED CEREBRAL PALSY OF NEBRASKA 11930 ARBOR ST STE 202 OMAHA NE 68114 470534212 501(C)(3) 25628 0 TO PROVIDE PROGRAMS, SERVICES, INFORMATION, REFERRAL, AND FINANCIAL SUPPORT FOR INDIVIDUALS AND FAMILIES WITH CEREBRAL PALSY AS WELL AS OTHER DISABILITIES AMERICAN FOUNDATION FOR SUICIDE PREVENTION PO BOX 45739 OMAHA NE 68154 133393329 501(C)(3) 38322 0 TO SAVE LIVES AND BRING HOPE TO THOSE AFFECTED BY SUICIDE 23 0 PART I, LINE 2: FUNDS CONTRIBUTED BY DONORS IN WORKPLACE CAMPAIGNS CONDUCTED BY OR IN PARTNERSHIP WITH CHAD ARE EITHER DESIGNATED OR UNDESIGNATED FOR SPECIFIC AGENCIES. DESIGNATED FUNDS: FULL MEMBER AGENCIES ARE CREDITED WITH ALL SPECIFICALLY DESIGNATED FUNDS. DESIGNATED FUNDS ARE DISTRIBUTED QUARTERLY (SEPTEMBER, DECEMBER, MARCH AND JUNE) THE FISCAL YEAR FOLLOWING THE FISCAL YEAR IN WHICH THEY WERE PLEDGED. UNDESIGNATED FUNDS: THE UNDESIGNATED FUNDS, LESS EXPENSES ARE CREDITED TO EACH MEMBER AGENCY BASED ON THE PERCENTAGE OF EACH AGENCY'S DESIGNATED FUNDS RELATIVE TO THE TOTAL OF ALL DESIGNATED FUNDS. THIS PERCENTAGE IS CALCULATED ANNUALLY AT THE END OF EVERY FISCAL YEAR FOR EACH AGENCY BY DIVIDING ITS DESIGNATED FUNDS BY THE TOTAL OF ALL DESIGNATED FUNDS FROM NON-NATIONAL CAMPAIGNS. UNDESIGNATED FUNDS ARE DISTRIBUTED FROM AVAILABLE COLLECTED RECEIVABLES ON THE LAST DAY OF EACH CALENDAR QUARTER (SEPTEMBER, DECEMBER, MARCH AND JUNE). FORM 990, PART VI, SECTION A, LINE 1A THE OPERATING MANAGEMENT OF THE CORPORATION SHALL BE PROVIDED BY AN EXECUTIVE COMMITTEE COMPOSED OF THE CHAIR OF THE BOARD, CHAIR-ELECT, SECRETARY, TREASURER, IMMEDIATE PAST BOARD CHAIR AND A MINIMUM OF TWO (2) DIRECTORS AT LARGE TO BE APPOINTED BY THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO ALL THE MEMBERS OF THE FINANCE COMMITTEE TO BE REVIEWED AND APPROVED BEFORE IT IS FILED. A COPY IS ALSO EMAILED TO EACH BOARD MEMBER AND IS PROVIDED AT THE CLOSEST SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS RENEWED EACH YEAR AND BOTH BOARD MEMBERS AND CHC-NE EMPLOYEES ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS. THE CEO MONITORS THESE WITH THE ASSISTANCE OF THE ADMINISTRATIVE ASSISTANT. 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. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO POSITION IS REVIEWED ANNUALLY BY THE HUMAN RESOURCE COMMITTEE. THIS COMMITTEE CONSISTS OF THE BOARD CHAIR, IMMEDIATE PAST BOARD CHAIR AND AT LEAST THREE BUT NO MORE THAN FIVE OTHER BOARD MEMBERS. THIS COMMITTEE IS ALSO RESPONSIBLE FOR ANY OTHER HUMAN RESOURCE ISSUES THAT MAY ARISE WITH THE CEO. THE COMMITTEE USES COMPARABILITY DATA AND KEEPS MINUTES OF THE MEETING DISCUSSIONS. GOALS AND ACHIEVEMENTS ARE REVIEWED AS WELL AS ANNUAL SALARY INCREASE. THE DIRECTOR OF FINANCE POSITION IS SET BY THE PRESIDENT/CEO. THE DIRECTOR OF FINANCE RECEIVED A PERCENTAGE RAISE ANNUALLY BASED ON THE BUDGET APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -275. CHANGE IN BENEFICIAL INTEREST 465. UNCOLLECTIBLE CONTRIBUTIONS -9,352. FORM 990, PART XII, LINE 2C: THE TREASURER OF THE BOARD IS THE CHAIR OF THE FINANCE COMMITTEE. THE TREASURER ALONG WITH THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.