2025-11-17T16:24:57-06:00 2024-12-31 470574775 FRANKEL LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2024-01-01 470390618 HEARTLAND FAMILY SERVICE HEAR 4025533000 2101 SO 42ND STREET OMAHA NE 681052909 PAULI BISHOP CFO 4025533000 2025-11-16 1 0 AMY SUGHROUE P01058335 4024969100 2024 2025-03-06 01:10:19Z JOHN JEANETTA 2101 SO 42ND STREET OMAHA NE 681052909 41495912 0 X WWW.HEARTLANDFAMILYSERVICE.ORG X 1875 NE TO STRENGTHEN INDIVIDUALS AND FAMILIES IN OUR COMMUNITY THROUGH EDUCATION, COUNSELING AND SUPPORT SERVICES. 22 22 550 221 0 0 26899309 30365493 6914587 8546341 630147 1110161 292779 218197 34736822 40240192 2888682 2218450 0 0 25769826 25181762 0 0 563780 7911195 7530170 36569703 34930382 -1832881 5309810 44335053 49732070 5713851 5798548 38621202 43933522 X TO STRENGTHEN INDIVIDUALS AND FAMILIES IN OUR COMMUNITY THROUGH EDUCATION, COUNSELING AND SUPPORT SERVICES. 0 0 19625266 116596 8361044 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, CHILDRENS CENTER, INTENSIVE PSYCH REHAB (IPR), HEARTLAND ONE OAK, NE PSYCH SERVICES, IA PSYCH SERVICES, CRISIS STABILIZATION CENTER, IA CCBHC, AND NE BBBHC. MORE INFORMATION ABOUT THESE PROGRAMS CAN BE FOUND AT HTTPS://WWW.HEARTLANDFAMILYSERVICE.ORG/COUNSELING-PREVENTION/. THERE WERE 4,367 INDIVIDUALS SERVED THROUGHOUT THESE PROGRAMS; 92 HOUSEHOLDS SERVED; 11,911 HOURS OF COUNSELING PROVIDED; AND 13,105 STUDENT DAYS OF INSTRUCTION FOR LICENSED SCHOOL IN 2024. 9530948 2101854 447855 HOUSING, SAFETY & COMMUNITY WELLBEING: 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 & COMMUNITY WELLBEING INCLUDE: GENERATIONS CENTER, IN HOME OMAHA FAMILY SUPPORT, 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), PCHL RRH, HEARTLAND HOUSING SOLUTIONS PSH, HEARTLAND HOMES PSH, HOMELESS SUPPORTIVE SERVICES, HEARTLAND HOUSING SANCTUARY, ENCOMPASS HOUSING, AND HOMELESS DIVERSION. MORE INFORMATION ABOUT THESE PROGRAMS CAN BE FOUND AT HTTPS://WWW.HEARTLANDFAMILYSERVICE.ORG/CHILD-AND-FAMILY/. WITHIN THESE PROGRAMS THERE WERE 2,041 DAYS OF CARE, 209 HOUSEHOLDS SERVED, AND 1,277 INDIVIDUALS SERVED THROUGHOUT THESE PROGRAMS IN 2024. 29156214 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 1 1 0 0 0 1 251 0 1 550 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 MARCOS HERNANDEZ 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 PHILANA BLAKELY VICE CHAIR 2.00 X X 0 0 0 FRANK BAILEY DIRECTOR (THRU JUNE 2024) 1.00 X 0 0 0 SCOTT BINDER DIRECTOR (THRU JUNE 2024) 1.00 X 0 0 0 DAVID WARREN DIRECTOR (THRU JUNE 2024) 1.00 X 0 0 0 NANCY WILLIAMS DIRECTOR 1.00 X 0 0 0 KERRI CULVER DIRECTOR 1.00 X 0 0 0 ANDREA HARGUS DIRECTOR 1.00 X 0 0 0 ALAN THELEN DIRECTOR (THRU JANUARY 2024) 1.00 X 0 0 0 AMY OLSON DIRECTOR 1.00 X 0 0 0 LAUREN WEIVODA DIRECTOR (THRU JUNE 2024) 1.00 X 0 0 0 JACQUE MERRITT DIRECTOR 1.00 X 0 0 0 MARY ELLISON DIRECTOR 1.00 X 0 0 0 BRENDA LANGENBERG DIRECTOR (THRU JUNE 2024) 1.00 X 0 0 0 PATTY KEAIRNES DIRECTOR 1.00 X 0 0 0 CONNIE KINNEAR 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 ANGELA AVIS DIRECTOR 1.00 X 0 0 0 LEANNE ZIETTLOW DIRECTOR 1.00 X 0 0 0 JULIE STROHFUS DIRECTOR 1.00 X 0 0 0 JONATHAN JAMESON DIRECTOR 1.00 X 0 0 0 GREG ROTHERMEL DIRECTOR 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 (THRU NOVEMBER 2024) 1.00 X 0 0 0 CATHY PETTID DIRECTOR 1.00 X 0 0 0 JOHN JEANETTA PRESIDENT/CEO 40.00 X 274747 0 30421 PAULI BISHOP CHIEF FINANCIAL OFFICER 40.00 X 139077 0 10228 MARY O'NEILL CHIEF OPERATING OFFICER 40.00 X 155274 0 21528 DIANNA PROKUPEK NURSE PRACTIONER 40.00 X 151631 0 20096 JENNY STEWART PROGRAM DIRECTOR 40.00 X 131513 0 10888 GREGORY RYAN CHIEF STRATEGY OFFICER 40.00 X 131666 0 36692 GERADO GUERRERO-SEGURA NURSE PRACTIONER 40.00 X 122210 0 9508 1106118 0 139361 13 0 1 0 LUND-ROSS CONSTRUCTORS INC PO BOX 3688 OMAHA NE 68117 CONSTRUCTION 660339 QUALITY CLEANING CREW LLC 2101 SO 42ND STREET OMAHA NE 68105 BUILDING CLEANING 163929 MICHAEL COY MD 2101 SO 42ND STREET OMAHA NE 68105 PSYCHIATRIC 139541 LAWN LAND AND BEYOND LLC 2028 KEYSTONE DRIVE OMAHA NE 68134 LAWN MAINTENANCE 113555 CATEGORY ONE CONSULTING LLC 2101 SO 42ND STREET OMAHA NE 68105 CONSULTING 105000 6 286002 349523 18671228 11058740 4697651 30365493 COUNSELING AND PREVENTION 624100 8361044 8361044 HOUSING AND FINANCIAL STABILITY 624100 185297 185297 8546341 502503 502503 64853 57333 7520 7520 7520 1725272 1093066 24548 632206 -24548 607658 607658 28892 349523 80773 -51881 -51881 MISCELLANEOUS REVENUE 900099 262558 262558 262558 40240192 8808899 0 1065800 2218450 2218450 454474 393441 61033 19498127 16597395 2703043 197689 674152 494293 159270 20589 2605633 1952938 557061 95634 1949376 1720369 192689 36318 80597 66392 14195 10 127195 83060 41516 2619 37638 37638 1122191 745423 363871 12897 235723 83171 131124 21428 992854 873205 102899 16750 1882604 1685128 172739 24737 450503 392883 52091 5529 73855 71497 2358 132209 132209 896314 761127 111164 24023 UNCOLLECTIBLE ACCOUNTS 870593 870593 0 0 EQUIPMENT REPAIRS AND M 409306 330914 56310 22082 MISCELLANEOUS 120157 19093 85127 15937 ORGANIZATION DUES 98431 58074 33852 6505 34930382 29156214 5210388 563780 2746329 4792842 3687373 3372366 750000 4549062 6946372 6186689 2022256 2089390 175361 142609 31213024 16092145 14787492 15120879 6297614 6598395 1389324 1456266 5279631 5279590 253301 143982 44335053 49732070 1643707 1279496 54681 68738 3600333 3026284 415130 1424030 5713851 5798548 X 26527459 25481191 12093743 18452331 38621202 43933522 44335053 49732070 5309810 2510 0 X X 0 1 X 1 1 1 X 26367160 41301551 26894776 26899309 30365493 151828289 26367160 41301551 26894776 26899309 30365493 151828289 15374290 136453999 370497 346419 540769 707466 567356 2532507 7572 7572 79347 26256 39314 90764 291409 527090 154895458 33502452 0.88090 0.90630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 34930382 34930382 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 25 25 250000 250000 250000 250000 1000000 1500000 0 1 X 7686938 0 909329 503969 37638 8054660 6775196 351 1080663 135989 33283 7686938 8178666 484 -1319674 50000 34280 6775196 7281225 268445 1159636 490600 40040 8178666 6552625 846997 87000 31397 7281225 0.10553 0.60988 0.28459 1 0 1169069 1169069 23118017 11434596 11683421 90067 90067 0 5308065 4453150 854915 1527806 114332 1413474 15120879 OTHER RELATED INVESTMENTS 37500 C INVESTMENT IN NFW, LLC 5242090 C 5279590 REFUNDABLE ADVANCES 1424030 1424030 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 241833 224445 17388 2973 11660 35494 2694 1227 IA GALA BANQUET 96958 92798 4160 92 2808 10927 54 5796 1 39624 32280 7344 3848 1970 1230 378415 349523 28892 3065 18316 48391 2748 8253 80773 -51881 1 TRANSPORTATION, HOUSING, FOOD AND GENERAL ASSISTANCE FOR COUNSELING CLIENTS 71 65686 HARDSHIP ASSISTANCE FOR DOUGLAS AND SARPY COUNTY RESIDENTS 308 256139 75000 FAIR MARKET VALUE RENT AND UTILITY ASSISTANCE FOR HOMELESS AND NEAR HOMELESS 945 1718479 MEDICAL, TRANSPORATION, LEGAL, HOUSING, FOOD, AND CLOTHING FOR VICTIMS OF DOMESTIC VIOLENCE 147 103146 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 274747 0 0 0 0 0 19232 0 11189 0 305168 0 0 0 MARY O'NEILL CHIEF OPERATING OFFICER 155274 0 0 0 0 0 10869 0 10659 0 176802 0 0 0 DIANNA PROKUPEK NURSE PRACTIONER 151631 0 0 0 0 0 10614 0 9482 0 171727 0 0 0 GREGORY RYAN CHIEF STRATEGY OFFICER 131666 0 0 0 0 0 9217 0 27475 0 168358 0 0 0 X 2 4561624 FMV X PROGRAM SUPPORT 2 136027 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. HFS COUNCIL BLUFFS LLC 2101 S 42ND STREET OMAHA NE 68105 203781186 LOW-INCOME HOUSING IA -23362 626924 HEARTLAND FAMILY SERVICE 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 NFW LLC 2101 S 42ND STREET OMAHA NE 68105 453991190 PROGRAM HOUSING NE N/A RELATED -41 469 0 1 0.00010 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 THE NORTH OMAHA INTERGENERATIONAL CAMPUS INC C 96780 FMV