Heritage Services' mission is to provide education, financial services, project management, and fundraising assistance to nonprofit entities in the Omaha metropolitan area. Recent projects include Do Space (2015), Siena Francis House homeless shelter (2018), and a new ambulatory care facility for the Veterans Ambulatory Center Development Corporation (2020). Kiewit Luminarium, a learning destination focused on STEM, is currently under construction and slated to open in 2023.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
$369K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $335K a year · 23% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$369K
to officers and key staff · 38% of spending
Concern: pay to officers and key staff is 38% of spending; over 30%.
Pt VII · Sec A
16 mo
of spending, in cash
Plus $3.7M in investments, Pt X · Ln 11–13
Looks good: 15.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $800K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$55K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-29% vs prior year
Spent
$967K
To programs
71%
Net assets
$5.1M
By yearFY2020–FY2024
Revenue
$1.1M
FY2021▼ -29%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$1.1M
FY2022$1.4M
FY2023$1.6M
FY2024$1.7M
Expenses
$967K
FY2021▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.0M
FY2021$967K
FY2022$1.0M
FY2023$1.1M
FY2024$1.6M
Net assets
$5.1M
FY2021▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.8M
FY2021$5.1M
FY2022$4.8M
FY2023$5.9M
FY2024$6.6M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1989.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $690K Management & general 29% · $277K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $369K paid to officers and key staff.

Part VII, Section A · reportable compensation
$282,038Pt VII · Sec A
$87,394Pt VII · Sec A
$0Pt VII · Sec A
Director and Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Rachel Jacobson’s $344K as President is at the 98th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Susan L Morris————$586,233
Rachel Jacobson$343,500$290,000$306,823$282,038$118,269
Shannon Gilroy$201,731————
Ranae Keckeisen$151,861$148,470———
Tammy Roza$114,608$119,480$116,074——
Jennifer L Callahan———$87,394$100,442
Jennifer Callahan—$61,027$79,522——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps nonprofits with education, finances, project management, and fundraising.

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Provided by the organization

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1 program · $690K · in their own filed words · FY2021
01

Heritage Services incurs certain operating costs in connection with fulfilling its mission of fundraising and management of nonprofit projects in the Omaha metropolitan area. These costs include certain salaries and benefits, and certain operating and office expenses.

$690Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 6 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$675K
Gifts and grantsLn 1h$391K
Other incomeLn 4–11$39K
Money outPt IX
$967K
Ln 25
Programscol B$690K
Managementcol C$277K
Owns and owesPt X
$5.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$5.2M
LiabilitiesLn 26$55K
PeoplePt VI, VII
18
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$391K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$675K
Investment incomeLn 3$28K
Other incomeLn 4–11$39K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$103K
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$3.7M
Land, buildings, equipmentLn 10c$50K
Other assetsLn 15$81K
Total assetsLn 16$5.2M
LiabilitiesLn 26$55K
Net assetsLn 32$5.1M
OperationsPt I, VI
EmployeesI 56
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$4.5M$1.3M
InvestmentsLn 11–13$3.7M
Land, buildings, equipmentLn 10c$21K$50K
Total assetsLn 16$4.8M$5.2M
LiabilitiesLn 26$48K$55K
Net assetsLn 32$4.8M$5.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$336K$297K$39K
Other salaries and wagesLn 7$334K$211K$124K
Pension plan contributionsLn 8$16K$10K$6K
Other employee benefitsLn 9$12K$12K$283
Payroll taxesLn 10$36K$29K$7K
Legal feesLn 11b$100$100
Accounting feesLn 11c$23K$23K
Other fees for servicesLn 11g$22K$4K$17K
Office expensesLn 13$16K$3K$13K
Information technologyLn 14$17K$11K$6K
OccupancyLn 16$94K$76K$19K
TravelLn 17$12K$12K
Conferences, conventions and meetingsLn 19$22K$19K$2K
Depreciation, depletion and amortizationLn 22$9K$9K
InsuranceLn 23$9K$9K
Other expenses (24a–d)Ln 24$9K$5K$4K$0
Total functional expensesLn 25$967K$690K$277K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.7M$1.6M$85K$6.6M 990 PDF
FY2023 $1.6M$1.1M$504K$5.9M 990 PDF
FY2022 $1.4M$1.0M$356K$4.8M 990 PDF
FY2021 Viewing $1.1M$967K$166K$5.1M 990 PDF
FY2020 $1.6M$1.0M$564K$4.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,133,044 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $290,000$391,000
I-9 Program service revenuePrior year $1,220,000$675,000
I-10 Investment incomePrior year $38,305$27,759
I-11 Other revenuePrior year $52,960$39,285
I-12 Total revenuePrior year $1,601,265$1,133,044
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $781,635$735,475
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $255,139$231,381
I-18 Total expensesPrior year $1,036,774$966,856
I-19 Revenue less expensesPrior year $564,491$166,188
Part VI · Governance 14 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,133,044 across 13 lines filed
Lines not itemized here account for $675,000 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$391,000
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$391,000
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $27,759$27,759
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax $39,285$39,285
VIII-12 Total revenueRelated to mission $675,000 · Unrelated business $0 · Excluded from tax $67,044$1,133,044
Part IX · Statement of functional expenses $966,856 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $297,389 · Management $39,044$336,433
IX-7 Other salaries and wagesPrograms $210,609 · Management $123,787$334,396
IX-8 Pension plan contributionsPrograms $10,479 · Management $5,832$16,311
IX-9 Other employee benefitsPrograms $11,560 · Management $283$11,843
IX-10 Payroll taxesPrograms $29,194 · Management $7,298$36,492
IX-11b Legal feesManagement $100$100
IX-11c Accounting feesManagement $22,507$22,507
IX-11g Other fees for servicesPrograms $4,339 · Management $17,358$21,697
IX-13 Office expensesPrograms $3,082 · Management $12,722$15,804
IX-14 Information technologyPrograms $11,268 · Management $5,685$16,953
IX-16 OccupancyPrograms $75,514 · Management $18,879$94,393
IX-17 TravelPrograms $12,198$12,198
IX-19 Conferences, conventions and meetingsPrograms $19,346 · Management $2,238$21,584
IX-22 Depreciation, depletion and amortizationManagement $8,801$8,801
IX-23 InsuranceManagement $8,581$8,581
IX-24 Other expenses (24a–d)Programs $5,158 · Management $3,605 · Fundraising $0$8,763
IX-25 Total functional expensesPrograms $690,136 · Management $276,720 · Fundraising $0$966,856
Part X · Balance sheet $5,191,570 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $21,464$102,626
X-2 Savings and temporary cash investmentsStart of year $4,526,723$1,167,629
X-4 Accounts receivableStart of year $150,000$100,000
X-9 Prepaid expenses and deferred chargesStart of year $8,467$9,029
X-10c Land, buildings and equipment, netStart of year $20,517$49,669
X-11 Publicly traded securities$3,681,234
X-15 Other assetsStart of year $77,308$81,383
X-16 Total assetsStart of year $4,804,479$5,191,570
X-17 Accounts payable and accrued expensesStart of year $48,011$55,007
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $48,011$55,007
X-27 Net assets without donor restrictionsStart of year $4,691,468$5,046,563
X-28 Net assets with donor restrictionsStart of year $65,000$90,000
X-32 Total net assets or fund balancesStart of year $4,756,468$5,136,563
X-33 Total liabilities and net assetsStart of year $4,804,479$5,191,570
Part XI · Reconciliation of net assets $5,136,563 net assets at year end
XI-1 Total revenue$1,133,044
XI-2 Total expenses$966,856
XI-3 Revenue less expenses$166,188
XI-4 Net assets at start of year$4,756,468
XI-5 Net unrealized gains (losses) on investments$213,907
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,136,563

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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