Totals
- Total revenue
- $33,158,515
- Total expenses
- $36,620,393
- Contributions and grants received
- $26,894,776
- Grants paid
- $3,106,756
- Program service revenue
- $5,666,071
- Investment income
- $378,067
- Other revenue
- $219,601
- Total assets, end of year
- $46,510,589
- Total liabilities, end of year
- $5,899,039
- Net assets or fund balances, end of year
- $40,611,550
- Program services expenses (Part IX)
- $30,705,652
- Management and general expenses
- $5,237,350
- Fundraising expenses
- $677,391
- Program service expenses (Part III)
- $30,705,652
Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$606,351
-
1c · Fundraising events
$318,303
-
1e · Government grants (contributions)
$18,709,976
-
1f · All other contributions, gifts and grants
$7,260,146
-
1g · Noncash contributions included above
$376,248
-
2a · Program service revenue: COUNSELING AND PREVENTION
total $5,505,200 · related or exempt $5,505,200
-
2b · Program service revenue: HOUSING, SAFETY AND FINANCIAL STA
total $132,434 · related or exempt $132,434
-
2c · Program service revenue: CHILD AND FAMILY WELL-BEING
total $28,437 · related or exempt $28,437
-
3 · Investment income
total $318,786 · excluded $318,786
-
6a · Gross rents
real property $221,983
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $221,983
-
6d · Net rental income or loss
total $221,983 · excluded $221,983
-
7a · Gross sales of assets other than inventory
securities $1,328,794
-
7b · Less cost or other basis and sales expenses
securities $1,250,673 · other assets $18,840
-
7c · Gain or loss
securities $78,121 · other assets -$18,840
-
7d · Net gain or loss
total $59,281 · excluded $59,281
-
8a · Fundraising events: gross income
$23,672
-
8a · Fundraising events: contributions included on line 1c
$318,303
-
8b · Fundraising events: direct expenses
$41,747
-
8c · Net income from fundraising events
total -$18,075 · excluded -$18,075
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $15,693 · related or exempt $15,693
-
11e · Other revenue, total
$15,693
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $3,106,756 · program services $3,106,756
-
5 · Compensation of officers, directors and key employees
total $381,114 · management and general $324,939 · fundraising $56,175
-
7 · Other salaries and wages
total $20,332,769 · program services $17,321,016 · management and general $2,674,178 · fundraising $337,575
-
8 · Pension plan contributions
total $584,389 · program services $426,265 · management and general $139,399 · fundraising $18,725
-
9 · Other employee benefits
total $2,168,346 · program services $1,733,545 · management and general $366,761 · fundraising $68,040
-
10 · Payroll taxes
total $1,933,528 · program services $1,691,367 · management and general $226,707 · fundraising $15,454
-
11b · Fees: legal
total $123,409 · program services $67,783 · management and general $55,619 · fundraising $7
-
11c · Fees: accounting
total $135,625 · program services $94,957 · management and general $37,807 · fundraising $2,861
-
11f · Fees: investment management
total $34,280 · management and general $34,280
-
11g · Fees: other
total $1,623,698 · program services $1,109,856 · management and general $494,386 · fundraising $19,456
-
12 · Advertising and promotion
total $317,738 · program services $131,241 · management and general $123,808 · fundraising $62,689
-
13 · Office expenses
total $1,015,149 · program services $885,350 · management and general $111,623 · fundraising $18,176
-
16 · Occupancy
total $1,925,604 · program services $1,818,236 · management and general $88,669 · fundraising $18,699
-
17 · Travel
total $482,547 · program services $405,902 · management and general $72,535 · fundraising $4,110
-
19 · Conferences, conventions and meetings
total $136,338 · program services $104,623 · management and general $30,201 · fundraising $1,514
-
20 · Interest
total $202,157 · program services $202,157
-
22 · Depreciation, depletion and amortization
total $782,748 · program services $679,162 · management and general $85,436 · fundraising $18,150
-
24a · Other expenses: EQUIPMENT REPAIRS AND M
total $520,992 · program services $437,006 · management and general $70,619 · fundraising $13,367
-
24b · Other expenses: MISCELLANEOUS
total $478,907 · program services $195,561 · management and general $263,498 · fundraising $19,848
-
24c · Other expenses: UNCOLLECTIBLE ACCOUNTS
total $216,354 · program services $216,354 · management and general $0 · fundraising $0
-
24d · Other expenses: ORGANIZATION DUES
total $117,945 · program services $78,515 · management and general $36,885 · fundraising $2,545
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,441,273 · end of year $3,887,999
-
2 · Savings and temporary cash investments
beginning of year $5,315,068 · end of year $4,323,292
-
4 · Accounts receivable
beginning of year $12,108,943 · end of year $8,465,826
-
7 · Other notes and loans receivable
beginning of year $1,894,392 · end of year $1,957,280
-
9 · Prepaid expenses and deferred charges
beginning of year $194,277 · end of year $188,994
-
10a · Land, buildings and equipment: cost or other basis
$25,601,879
-
10b · Land, buildings and equipment: accumulated depreciation
$11,814,665
-
10c · Land, buildings and equipment, net
beginning of year $13,555,572 · end of year $13,787,214
-
11 · Investments: publicly traded securities
beginning of year $6,670,152 · end of year $5,500,657
-
12 · Investments: other securities
beginning of year $1,508,514 · end of year $1,274,539
-
13 · Investments: program-related
beginning of year $6,711,645 · end of year $6,711,594
-
14 · Intangible assets
beginning of year $103,446 · end of year $51,674
-
15 · Other assets
beginning of year $12,342 · end of year $361,520
-
17 · Accounts payable and accrued expenses
beginning of year $922,867 · end of year $1,190,223
-
21 · Escrow or custodial account liability
beginning of year $18,238 · end of year $258,370
-
23 · Secured mortgages and notes payable
beginning of year $6,499,456 · end of year $3,989,794
-
25 · Other liabilities
beginning of year $375,198 · end of year $460,652
-
27 · Net assets without donor restrictions
beginning of year $23,515,536 · end of year $25,740,545
-
28 · Net assets with donor restrictions
beginning of year $22,184,329 · end of year $14,871,005
Mission and programs · 2022
Mission
TO STRENGTHEN INDIVIDUALS AND FAMILIES IN OUR COMMUNITY THROUGH EDUCATION, COUNSELING AND SUPPORT SERVICES.
-
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.
Expenses $17,215,580 · Grants $61,301 · Revenue $5,505,200
-
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.
Expenses $1,458,929 · Grants $7,610 · Revenue $44,130
-
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.
Expenses $12,031,143 · Grants $3,037,845 · Revenue $132,434
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JULIE STROHFUS
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
BECKY JACKSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
TRAVIS FRY
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
MARCOS HERNANDEZ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
MEGAN HOLTORF
DIRECTOR THRU JUNE 2022
- Total calculated
- $0
- Hours/week
- 1
-
ANTHONY ASHBY
DIRECTOR THRU MAY 2022
- Total calculated
- $0
- Hours/week
- 1
-
DAVID WARREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NANCY WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DOMINIQUE MORGAN
DIRECTOR THRU MAY 2022
- Total calculated
- $0
- Hours/week
- 1
-
ANDREA HARGUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALAN THELEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AMY OLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAUREN WEIVODA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JACQUE MERRITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ABE SCHLOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TOM FRETTE
DIRECTOR THRU JUNE 2022
- Total calculated
- $0
- Hours/week
- 1
-
PATTY KEAIRNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BARRY THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSANNE MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MATT SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PHILANA BLAKELY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DONNA DOSTAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANGELA AVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LEANNE ZIETTLOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIE GIBSON-BEIER
DIRECTOR THRU JUNE 2022
- Total calculated
- $0
- Hours/week
- 1
-
JONATHAN JAMESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GREG ROTHERMEL
DIRETOR
- Total calculated
- $0
- Hours/week
- 1
-
HEATHER SIEBKEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AMANDA WILIIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BOBBY BRUMFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FRANK BAILEY
DIRECTOR AS OF JULY 2022
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT BINDER
DIRECTOR AS OF MAY 2022
- Total calculated
- $0
- Hours/week
- 1
-
KERRI CULVER
DIRECTOR AS OF MAY 2022
- Total calculated
- $0
- Hours/week
- 1
-
DAN GOMEZ
DIRECTOR AS OF MAY 2022
- Total calculated
- $0
- Hours/week
- 1
-
BRENDA LANGENBERG
DIRECTOR AS OF JUNE 2022
- Total calculated
- $0
- Hours/week
- 1
-
CATHY PETTID
DIRECTOR AS OF MAY 2022
- Total calculated
- $0
- Hours/week
- 1
-
JOHN JEANETTA
PRESIDENT/CEO
- Total calculated
- $280,876
- From this org
- $249,006
- From related orgs
- $0
- Other
- $31,870
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $249,006
- Bonus
- $0
- Other
- $0
- Deferred
- $17,243
- Nontaxable benefits
- $14,627
- Filer's total
- $280,876
-
GREG GUNDERSON
CHIEF FINANCIAL OFFICER
- Total calculated
- $100,238
- From this org
- $89,707
- From related orgs
- $0
- Other
- $10,531
- Hours/week
- 37.5
-
MARY O'NEILL
CHIEF OPERATING OFFICER
- Total calculated
- $175,083
- From this org
- $155,232
- From related orgs
- $0
- Other
- $19,851
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $155,232
- Bonus
- $0
- Other
- $0
- Deferred
- $10,866
- Nontaxable benefits
- $8,985
- Filer's total
- $175,083
-
MARZIA SHIELDS
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $150,234
- From this org
- $132,133
- From related orgs
- $0
- Other
- $18,101
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $132,133
- Bonus
- $0
- Other
- $0
- Deferred
- $9,218
- Nontaxable benefits
- $8,883
- Filer's total
- $150,234
-
ALFRED ONGESA
NURSE PRACTIONER
- Total calculated
- $159,275
- From this org
- $145,369
- From related orgs
- $0
- Other
- $13,906
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $145,369
- Bonus
- $0
- Other
- $0
- Deferred
- $1,574
- Nontaxable benefits
- $12,332
- Filer's total
- $159,275
-
DIANNA PROKUPEK
NURSE PRACTIONER
- Total calculated
- $149,600
- From this org
- $143,024
- From related orgs
- $0
- Other
- $6,576
- Hours/week
- 37.5
-
JENNY STEWART
PROGRAM DIRECTOR
- Total calculated
- $141,746
- From this org
- $131,071
- From related orgs
- $0
- Other
- $10,675
- Hours/week
- 37.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CHARLES E LAKIN HUMAN SERVICES CAMPUS FOUNDATION
501(C)(3) · SUPPORT THE AGENCIES ASSOCIATED WITH CHARLES E. LAKIN HUMAN SERVICES CAMPUS · IA
Directly controlled by NONE
-
THE NORTH OMAHA INTERGENERATIONAL CAMPUS INC
501(C)(4) · COMMON AREA LAND MANAGEMENT FOR INTERGENERATIONAL HUMAN SERVICES CAMPUS · NE
Directly controlled by HEARTLAND FAMILY SERVICE
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
RELATED · LOW-INCOME HOUSING · IA · 0.01% owned · share of income -$10 · share of assets $7,542 · general or managing partner
-
RELATED · PROGRAM HOUSING · NE · 0.01% owned · share of income -$41 · share of assets $551 · general or managing partner
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343179349307144
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