Civic Intelligence

Heritage Communities Foundation

EIN 83-1714821 • 501(c)3 • Omaha, NE

Profile

Heritage communities foundation was formed as a vehicle to assist employees of senior living communities and other enterprises affiliated with the organization. The purpose of the organization is to implement an employee care fund to provide awards to such employees and their families facing unexpected or unavoidable circumstances outside the employee's control that create an economic hardship.

16934 Frances St 200Omaha, NE 68130

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-38%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$37,725

Down $2,805 (-6.9%) from 2022

Liabilities

Up

$273

Up $273 from 2022

Net Assets

Down

$37,452

Down $3,078 (-7.6%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin70th percentile

Revenue

Down

$23,273

Down $31,439 (-57%) from 2022

Expenses

Down

$26,351

Down $6,945 (-21%) from 2022

Net Income

Down

-$3,078

Down $24,494 (-114%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2020: $14,065Liabilities 2020: $0Net Assets 2020: $14,0652020Assets 2021: $19,114Liabilities 2021: $0Net Assets 2021: $19,1142021Assets 2022: $40,530Liabilities 2022: $0Net Assets 2022: $40,5302022Assets 2023: $37,725Liabilities 2023: $273Net Assets 2023: $37,4522023

Highlighted filing

2023

Assets$37,725
Liabilities$273
Net Assets$37,452
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2020: $53,606Expenses 2020: $39,541Net Income 2020: $14,0652020Revenue 2021: $33,074Expenses 2021: $28,025Net Income 2021: $5,0492021Revenue 2022: $54,712Expenses 2022: $33,296Net Income 2022: $21,4162022Revenue 2023: $23,273Expenses 2023: $26,351Net Income 2023: -$3,0782023

Highlighted filing

2023

Revenue$23,273
Expenses$26,351
Net Income-$3,078
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,725
Liabilities
$273
Net assets
$37,452
Revenue
$23,273
Expenses
$26,351
Net income
-$3,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$37.7$0.27$37.5$23.3$26.4$3.08
2022Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$54.7$33.3$21.4
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$33.1$28.0$5.05
2020Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$53.6$39.5$14.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 27, 2024
Return Version
2023v5.1
Gross Receipts
$23,273
Mission and Program Overview

Mission

Heritage communities foundation was formed as a vehicle to assist employees of senior living communities and other enterprises affiliated with the organization. The purpose of the organization is to implement an employee care fund to provide awards to such employees and their families facing unexpected or unavoidable circumstances outside the employee's control that create an economic hardship.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S CHARITABLE PURPOSE IS TO ASSIST EMPLOYEES WITH THE TEMPORARY FINANCIAL CONSEQUENCES OF DISASTER OR PERSONAL HARDSHIP. THE ELIGIBLE CLASS OF BENEFICIARIES IS INTENDED TO BE LARGE AND INDEFINITE.$24,029$24,029
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARHAN KHANPresident-$0--
NATE UNDERWOODVice President, Treasurer-$0--
AMY BIRKELSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Communities Foundation
EIN
83-1714821
Phone
4029332561
Address
16934 FRANCES ST 200, OMAHA, NE 68130

Signing Officer

Name
Nate Underwood
Title
Vice President, Treasurer
Phone
4029332561
Signed
2024-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Joseph T Donovan
Phone
4024968800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 231.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank service charges. Amount: 23.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 1,770. Description: advance rec hms mgt. Beg. Of year amount: 0. End of year amount: 566.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 250. Description: inter company due. Beg. Of year amount: 0. End of year amount: 23.”

Raw XML Appendix145 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04029332561
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FARHAN KHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATE UNDERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY BIRKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT, TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HERITAGE COMMUNITIES FOUNDATION WAS FORMED AS A VEHICLE TO ASSIST EMPLOYEES OF SENIOR LIVING COMMUNITIES AND OTHER ENTERPRISES AFFILIATED WITH THE ORGANIZATION. THE PURPOSE OF THE ORGANIZATION IS TO IMPLEMENT AN EMPLOYEE CARE FUND TO PROVIDE AWARDS TO SUCH EMPLOYEES AND THEIR FAMILIES FACING UNEXPECTED OR UNAVOIDABLE CIRCUMSTANCES OUTSIDE THE EMPLOYEE'S CONTROL THAT CREATE AN ECONOMIC HARDSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S CHARITABLE PURPOSE IS TO ASSIST EMPLOYEES WITH THE TEMPORARY FINANCIAL CONSEQUENCES OF DISASTER OR PERSONAL HARDSHIP. THE ELIGIBLE CLASS OF BENEFICIARIES IS INTENDED TO BE LARGE AND INDEFINITE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024029
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024029
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033050
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0164331
IRS990ScheduleA/TotalSupportAmt0164665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,770. DESCRIPTION: ADVANCE REC HMS MGT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 566.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 250. DESCRIPTION: INTER COMPANY DUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 23.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATE UNDERWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT, TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04029332561
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE COMMUNITIES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0831714821
ReturnHeader/Filer/PhoneNum04029332561
ReturnHeader/Filer/USAddress/AddressLine1Txt016934 FRANCES ST 200
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470625816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013616 CALIFORNIA ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681545336
ReturnHeader/PreparerPersonGrp/PhoneNum04024968800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH T DONOVAN
ReturnHeader/ReturnTs02024-09-27T11:58:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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