2025-11-12T14:52:20-06:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2024-01-01 743244900 GREATER OMAHA ALLIANCE FOR BUSINESS ETHICS GREA 4022802235 2500 CALIFORNIA PLAZA OMAHA NE 68178 JOEL FALK TREASURER 4022802235 2025-11-12 1 0 DANIEL SWEENEY JD LLM P02009973 4024968800 2025-11-11 2024 2025-03-06 01:10:19Z MADELINE MOYER SAME AS C ABOVE OMAHA NE 68178 342742 0 X WWW.BUSINESSETHICSALLIANCE.ORG X 2007 NE THE BUSINESS ETHICS ALLIANCE IS A COLLABORATION OF ORGANIZATIONS THAT LEAD IN DEVELOPING AWARENESS, UNDERSTANDING, TRAINING, AND MEASURES NECESSARY TO ENGAGE ORGANIZATIONAL COMPLIANCE, ETHICAL PRACTICES, AND AN ETHICAL CLIMATE THROUGHOUT THE BUSINESS COMMUNITY. 19 18 5 3 0 0 250437 324323 31825 15039 3065 3380 1725 0 287052 342742 0 0 0 0 209981 274550 0 0 111924 289369 154132 499350 428682 -212298 -85940 361967 282375 14491 20839 347476 261536 X THE ALLIANCE'S MISSION IS TO ELEVATE AND INSPIRE LEADERS, ORGANIZATIONS, AND COMMUNITIES THROUGH POSITIVE, PRACTICAL BUSINESS ETHICS EDUCATION. WE WERE COLLABORATIVELY FORMED BY THE GREATER OMAHA BUSINESS COMMUNITY, THE BETTER BUSINESS BUREAU, CREIGHTON UNIVERSITY'S HEIDER COLLEGE OF BUSINESS, AND THE GREATER OMAHA CHAMBER OF COMMERCE. 0 0 147310 15039 THE ALLIANCE PROVIDES INDIVIDUAL, ORGANIZATIONAL, AND COMMUNITY PROGRAMS THAT ARE ATTENDED BY ALL LEVELS OF THE GREATER OMAHA BUSINESS COMMUNITY FROM EXECUTIVE TO FRONT-LINE. OUR SIGNATURE PROGRAMS DISCUSS ETHICAL ISSUES THAT IMPACT ORGANIZATIONS AT ALL LEVELS. OUR PROGRAMS AND WORKSHOPS OPENLY CHALLENGE AND ENCOURAGE GUESTS TO DISCUSS ETHICAL ISSUES AND UNDERSTAND BEST PRACTICES AND SOLUTIONS. PROGRAMS OFTEN INCLUDE PRESENTATIONS BY LOCAL OR NATIONAL BUSINESS LEADERS, PANEL DISCUSSIONS, GROUP EXERCISES, AND ROUNDTABLE CONVERSATIONS. THE ALLIANCE ALSO FEATURES SPECIALTY PROGRAMMING DEVELOPED TO REACH ETHICS AND COMPLIANCE OFFICERS, YOUNG PROFESSIONALS, AND K-12 STUDENTS. 147310 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 19 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X ANN MARIE MARLIER EXECUTIVE DIRECTOR 4022803394 2500 CALIFORNIA PLAZA OMAHA NE 68178 ANNMARIE MARLIER EXECUTIVE DIRECTOR/CEO 40.00 X X 117529 0 5701 MARK POHL CHAIR 1.00 X X 0 0 0 ANTHONY HENDRICKSON DIRECTOR 1.00 X 0 0 0 KEITH STATION DIRECTOR 1.00 X 0 0 0 MADELINE MOYER VICE-CHAIR 1.00 X X 0 0 0 CHRISTINE NEUHARTH DIRECTOR 1.00 X 0 0 0 STEVE KOESTERS SECRETARY 1.00 X X 0 0 0 JOEL FALK TREASURER 1.00 X X 0 0 0 JOE WOSTER DIRECTOR 1.00 X 0 0 0 DANIEL PADILLA DIRECTOR 1.00 X 0 0 0 CHAD RICHTER DIRECTOR 1.00 X 0 0 0 DONNA DOSTAL DIRECTOR 1.00 X 0 0 0 HARRIS FRANKEL DIRECTOR 1.00 X 0 0 0 DAVID VANDEGINSTE DIRECTOR 1.00 X 0 0 0 HEATH MELLO DIRECTOR 1.00 X 0 0 0 JAMES HEGARTY DIRECTOR 1.00 X 0 0 0 DAVID MAYER DIRECTOR 1.00 X 0 0 0 KENDALL MINOR DIRECTOR 1.00 X 0 0 0 PATRICIA KEARNS DIRECTOR 1.00 X 0 0 0 MARK MATHIA DIRECTOR 1.00 X 0 0 0 117529 0 5701 1 0 0 0 0 324323 324323 ETHICS PROGRAMS 611430 15039 15039 15039 3380 3380 342742 15039 0 3380 X 123230 49292 18485 55453 132074 35303 72128 24643 19246 6377 6831 6038 27604 27604 5903 493 4943 467 2682 2682 1838 1838 2325 2325 CONSULTANT/TEMPORARY EM 56125 18597 19920 17608 PROGRAMS 31302 31302 COMPUTER EXPENSES 12848 4257 4560 4031 MISCELLANEOUS EXPENSES 5555 906 3793 856 7950 783 4339 2828 428682 147310 169448 111924 306724 202325 51000 77645 69785 67380 4243 2405 361967 282375 14491 20839 14491 20839 X 260976 164036 86500 97500 347476 261536 361967 282375 -85940 0 X X 0 1 X 1 0 X 629486 494009 457927 263937 324323 2169682 629486 494009 457927 263937 324323 2169682 243863 1925819 938 441 866 3065 3380 8690 17849 390 1725 19964 2198336 278922 0.87600 0.86570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69785 67380 2405 2405 X 398992 56250 56250 342742 0 342742 484932 56250 56250 428682 0 428682 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FINANCIAL STATEMENTS WILL NOT REFLECT A PROVISION FOR INCOME TAXES EXCEPT FOR THE TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAD NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 740-10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2021. FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - BOARD MEMBER HEATH MELLO, PRESIDENT AND CEO OF GREATER OMAHA CHAMBER OF COMMERCE (AS OF OCOTBER 2023), HAS BUSINESS RELATIONSHIPS WITH ALL COMPANIES REPRESENTED BY BOARD MEMBERS, AS EACH COMPANY REPRESENTED BY BOARD MEMBERS OF THE ORGANIZATION IS ALSO A MEMBER OF THE GREATER OMAHA CHAMBER OF COMMERCE. BOARD MEMBER ANTHONY HENDRICKSON IS THE DEAN OF THE COLLEGE OF BUSINESS ADMINISTRATION AT CREIGHTON UNIVERSITY. MANY BOARD MEMBERS AND COMPANIES AFFILIATED WITH BOARD MEMBERS ARE FINANCIAL SUPPORTERS OF CREIGHTON UNIVERSITY THROUGH DONATIONS. BOARD MEMBER JIM HEGARTY, PRESIDENT AND CEO OF THE BETTER BUSINESS BUREAU, HAS BUSINESS RELATIONSHIPS WITH MULTIPLE OTHER COMPANIES REPRESENTED BY BOARD MEMBERS, AS SEVERAL COMPANIES REPRESENTED BY BOARD MEMBERS ARE ALSO MEMBERS OF THE BETTER BUSINESS BUREAU. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED BY THE POLICY TO ANNUAL DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A TO ESTABLISH THE EXECUTIVE DIRECTOR'S COMPENSATION FOR SERVICES PERFORMED FOR THE ORGANIZATION, THE ORGANIZATION HAS USED SURVEYS AND COMPARABILITY DATA WHICH HAS BEEN REVIEWED BY THE INDEPENDENT MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E TRAVEL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,938. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,938. DONOR RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,181. TOTAL EXPENSES 2,181. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 683. MANAGEMENT AND GENERAL EXPENSES 732. FUNDRAISING EXPENSES 647. TOTAL EXPENSES 2,062. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 669. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 669. PRODUCTS: PROGRAM SERVICE EXPENSES 100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.