Civic Intelligence

Downtown Riverfront Trust

990 • Fiscal year 2019 • EIN 81-4619812

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization ProfileN/A
10050 Regency Circle Suite 101Omaha, NE 68114

(402) 391-3190

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.99x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.89x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

35th percentile

0.5%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

4th percentile

$14,022

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

99th percentile

161%

Faster asset growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

179%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$151,998,722

Up $93,704,728 (+161%) from 2018

Net Assets

Up

$1,230,469

Up $899,819 (+272%) from 2018

Liabilities

Up

$150,768,253

Up $92,804,909 (+160%) from 2018

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin35th percentile

Revenue

Up

$169,454,287

Up $108,792,680 (+179%) from 2018

Expenses

Up

$168,554,468

Up $107,492,203 (+176%) from 2018

Net Income

Up

$899,819

Up $1,300,477 (+325%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2017: $922,374Liabilities 2017: $191,066Net Assets 2017: $731,3082017Assets 2018: $58,293,994Liabilities 2018: $57,963,344Net Assets 2018: $330,6502018Assets 2019: $151,998,722Liabilities 2019: $150,768,253Net Assets 2019: $1,230,4692019Assets 2020: $158,328,884Liabilities 2020: $157,429,891Net Assets 2020: $898,9932020Assets 2021: $158,815,743Liabilities 2021: $158,037,911Net Assets 2021: $777,8322021Assets 2022: $78,147,504Liabilities 2022: $77,606,639Net Assets 2022: $540,8652022Assets 2023: $20,920,786Liabilities 2023: $20,489,396Net Assets 2023: $431,3902023Assets 2024: $13,622,822Liabilities 2024: $13,309,116Net Assets 2024: $313,7062024

Highlighted filing

2019

Assets$151,998,722
Liabilities$150,768,253
Net Assets$1,230,469
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MRevenue 2017: $1,508,071Expenses 2017: $776,763Net Income 2017: $731,3082017Revenue 2018: $60,661,607Expenses 2018: $61,062,265Net Income 2018: -$400,6582018Revenue 2019: $169,454,287Expenses 2019: $168,554,468Net Income 2019: $899,8192019Revenue 2020: $36,994,406Expenses 2020: $37,325,882Net Income 2020: -$331,4762020Revenue 2021: $28,894,950Expenses 2021: $29,016,111Net Income 2021: -$121,1612021Revenue 2022: $3,742,336Expenses 2022: $3,979,303Net Income 2022: -$236,9672022Revenue 2023: $894,297Expenses 2023: $1,003,772Net Income 2023: -$109,4752023Revenue 2024: $398,352Expenses 2024: $516,036Net Income 2024: -$117,6842024

Highlighted filing

2019

Revenue$169,454,287
Expenses$168,554,468
Net Income$899,819
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$169,454,287
Mission and Program Overview

Mission

Downtown riverfront trust, in collaboration with the city of omaha, the metropolitan entertainment & convention authority (meca) and a riverfront revitalization committee have assumed responsibility for the planning, design and construction of the new tri-park complex on three city of omaha owned properties currently referred to as lewis and clark landing, heartland of america park and gene leahy mall. Drt is responsible for securing private donations from the community to fund a portion of the development. Meca is responsible for paying project expenses as well as activating, operating and maintaining the development. Due to this relationship, almost all funds raised by drt relating to this project are shown as a grants expense and contributions payable to meca.

The purpose of the Organization is to work, in conjunction with governmental agencies of the Cities of Omaha and Council Bluffs, as well as private sector entities, to develop the Missouri River waterfront in the metropolitan area for the benefit and use of the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$6,503,878$147,397,993▲ $140,894,115
Savings and Temporary Cash Investments$51,307,721$4,578,229▼ $46,729,492
Cash and Non-Interest-Bearing Accounts$386,471$13,141▼ $373,330
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0--
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Inventories for Sale or Use$0--
Prepaid Expenses and Deferred Charges$0--
Total Assets$58,293,994$151,998,722▲ $93,704,728
Other Assets Total$95,924$9,359▼ $86,565
Liabilities
Other Liabilities$56,587,471$150,559,981▲ $93,972,510
Accounts Payable and Accrued Expenses$1,375,873$208,272▼ $1,167,601
Total Liabilities$57,963,344$150,768,253▲ $92,804,909
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$330,650$1,230,469▲ $899,819
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$330,650$1,230,469▲ $899,819
Total Liabilities and Net Assets / Fund Balance$58,293,994$151,998,722▲ $93,704,728
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleOtherTotal
Jennifer CallahanTreasurer$14,022$14,022

Board Members and Trustees

NameTitle
Kenneth StinsonChairman
Susan MorrisPresident
Jack KoraleskiDirector
Mogens C BayDirector
W Gary GatesDirector
CE Heaney JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$169,158,578
Program Service Revenue
$0
Investment Income
$295,709
Other Revenue
$0
All Other Contributions
$169,158,578
Change in Net Assets
$899,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,554,468
Total Fundraising Expense$100,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$100,000-$100,000$200,000
Fees for Services Accounting-$14,022-$14,022
Fees for Services Legal-$7,515-$7,515
Office Expenses-$2,188-$2,188
Other Expenses$0$398$0$398
Total Functional Expenses$168,416,143$38,325$100,000$168,554,468
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contributions Payable$150,559,981
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Certain board members have business relationships with other board members.”

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by the Treasurer and reviewed by the President and Secretary. A copy of the 990 and all attached schedules are also distributed to all board members prior to the filing of the 990.”

Form 990, Part VI, Section B, Line 12C

“Members of the Board of Directors complete a questionnaire on an annual basis to identify business relationships among directors. These questionnaires are then reviewed by the Treasurer to determine any potential conflicts of interest and business relationships which would need to be disclosed.”

Form 990, Part VI, Section C, Line 19

“The Organization would provide its governing documents, financial statements and tax returns upon request.”

Filing and Contact Details

Filer

Filer Name
Downtown Riverfront Trust
EIN
81-4619812
Phone
4023913190
Address
10050 Regency Circle Suite 101, Omaha, NE 68114

Signing Officer

Name
Jennifer Callahan
Title
Treasurer and Controller
Phone
4023913190
Signed
2020-07-15

Organization Details

Principal Officer
Jennifer Callahan
Formed
2016
Legal Domicile
Ne
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“The Organization follows the provisions of FASB Codification Topic 740-10 related to uncertain income tax provisions. 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.”

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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051307721
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04578229
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0169158578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060376540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01508071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0231043189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0295709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0285067
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0580776
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0231043189
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0169158578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060376540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01508071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0231043189
IRS990ScheduleA/TotalSupportAmt0231623965
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150559981
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Contributions Payable
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization follows the provisions of FASB Codification Topic 740-10 related to uncertain income tax provisions. 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalLiabilityAmt0150559981
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Certain board members have business relationships with other board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is prepared by the Treasurer and reviewed by the President and Secretary. A copy of the 990 and all attached schedules are also distributed to all board members prior to the filing of the 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the Board of Directors complete a questionnaire on an annual basis to identify business relationships among directors. These questionnaires are then reviewed by the Treasurer to determine any potential conflicts of interest and business relationships which would need to be disclosed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization would provide its governing documents, financial statements and tax returns upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Heritage Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0470731254
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0payment of consulting fee and reimbursement of expenses
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170B1Avi
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010050 Regency Circle
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0Suite 101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Omaha
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd068114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt058293994
IRS990/TotalAssetsEOYAmt0151998722
IRS990/TotalAssetsGrp/BOYAmt058293994
IRS990/TotalAssetsGrp/EOYAmt0151998722
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0169158578
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0100000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038325
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0168416143
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168554468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt057963344
IRS990/TotalLiabilitiesEOYAmt0150768253
IRS990/TotalLiabilitiesGrp/BOYAmt057963344
IRS990/TotalLiabilitiesGrp/EOYAmt0150768253
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0330650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01230469
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0168416143
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0295709
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0169454287
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058293994
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0151998722
IRS990/TotReportableCompRltdOrgAmt014022
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010050 Regency Circle Suite 101
IRS990/USAddress/CityNm0Omaha
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068114
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-11-19 02:30:22Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,998,722
Liabilities
$150,768,253
Net assets
$1,230,469
Revenue
$169,454,287
Expenses
$168,554,468
Net income
$899,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.6$13.3$0.31$0.40$0.52$0.12
2023Detailed filing. Detailed filing data is available for this year.$20.9$20.5$0.43$0.89$1.00$0.11
2022Detailed filing. Detailed filing data is available for this year.$78.1$77.6$0.54$3.74$3.98$0.24
2021Detailed filing. Detailed filing data is available for this year.$159$158$0.78$28.9$29.0$0.12
2020Detailed filing. Detailed filing data is available for this year.$158$157$0.90$37.0$37.3$0.33
2019Detailed filing. Detailed filing data is available for this year.$152$151$1.23$169$169$0.90
2018Detailed filing. Detailed filing data is available for this year.$58.3$58.0$0.33$60.7$61.1$0.40
2017Summary only. Only limited summary data is available for this year.$0.92$0.19$0.73$1.51$0.78$0.73