2024-08-27T16:13:24-05:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 463502113 COMMUNITY INFORMATION TRUST COMM 4023913190 10050 REGENCY CIRCLE 101 OMAHA NE 68114 JENNIFER CALLAHAN TREASURER 4023913190 2024-08-19 1 0 HANNAH GOSCHA P02133534 4024968800 2024-07-03 2023 2024-08-08 14:25:15Z RACHEL JACOBSON 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 104089110 0 X N/A X 2013 NE COMMUNITY INFORMATION TRUST IS A 501(C)(3) ORGANIZATION WHICH WAS CREATED TO EXPAND COMMUNITY ACCESS TO TECHNOLOGY AND DIGITAL LITERACY PROGRAMS AND SERVICES. DURING 2022, THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH HERITAGE SERVICES TO FUNDRAISE FOR THE CAPITAL CAMPAIGN AND MANAGE THE OMAHA CENTRAL PUBLIC LIBRARY PROJECT. 4 4 26 28 0 0 26731231 103659651 0 0 172621 -6350622 19834 15231 26923686 97324260 678755 0 0 0 913336 765004 0 0 387804 1630804 1963114 3222895 2728118 23700791 94596142 43244426 141328386 3027594 6515412 40216832 134812974 X COMMUNITY INFORMATION TRUST IS AN ORGANIZATION CREATED TO OVERSEE THE DEVELOPMENT AND OPERATION OF DO SPACE, A TECHNOLOGY LIBRARY IN OMAHA NEBRASKA WHICH OPENED TO THE PUBLIC IN NOVEMBER 2015. DURING 2022, THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH HERITAGE SERVICES TO FUNDRAISE FOR THE CAPITAL CAMPAIGN AND MANAGE THE OMAHA CENTRAL PUBLIC LIBRARY PROJECT. 1 1 1047045 COMMUNITY INFORMATION TRUST IS A NONPROFIT ORGANIZATION CREATED TO OVERSEE THE DEVELOPMENT AND OPERATION OF DO SPACE, A TECHNOLOGY LIBRARY IN OMAHA, WHICH IS A PLACE WHERE THE COMMUNITY CAN ACCESS LEADING EDGE TECHNOLOGY AS WELL AS RECEIVE ASSISTANCE AND INSTRUCTION IN ITS USE. IN 2023, THE ORGANIZATION'S ACTIVITIES PRIMARILY INCLUDED THE OPERATION OF DO SPACE WITH VARIOUS PROGRAMS AND SERVICES OFFERED TO THE PUBLIC AT NO COST. ADDITIONALLY IN 2023, THE ORGANIZATION PARTNERED WITH OMAHA PUBLIC LIBRARY, THE OMAHA PUBLIC LIBRARY FOUNDATION, THE CITY OF OMAHA, AND HERITAGE OMAHA TO LAUNCH SCHEMATIC DESIGN AND BEGAN FUNDRAISING FOR A NEW OMAHA CENTRAL PUBLIC LIBRARY. TECHNOLOGY GRANT- IN 2022, THE ORGANIZATION RECEIVED A FEDERAL GRANT AWARD TOTALING $748,482 TO HOLD FUND TECHNOLOGY EQUIPMENT PURCHASES TO BE DISTRIBUTED TO MEMBERS OF THE COMMUNITY, CALLED THE EMERGENCY CONNECTIVITY GRANT. DURING 2022, EQUIPMENT PURCHASES TOTALLING $678,755 WERE DISTRIBUTED TO INDIVIDUUALS. 550000 CENTRAL LIBRARY - DURING 2022, THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH HERITAGE SERVICES TO FUNDRAISE FOR THE CAPITAL CAMPAIGN AND MANAGE THE OMAHA CENTRAL PUBLIC LIBRARY PROJECT WHICH INCLUDES THE CONSTRUCTION OF A NEW CENTRAL PUBLIC LIBRARY AT 72ND AND DODGE AND THE DEVELOPMENT OF A FACILITIES MASTER PLAN FOR THE OMAHA PUBLIC LIBRARY. THE $200,000 RELATES TO PROJECT MANAGEMENT SERVICES PROVIDED BY HERITAGE OMAHA IN 2022. 1597045 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 26 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER CALLAHAN 4023913190 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 RACHEL JACOBSON PRESIDENT AND DIRECTOR 5.00 40.00 X X 0 290000 20300 MICHAEL MCCARTHY CHAIR AND DIRECTOR 5.00 2.00 X X 0 0 0 D DAVID SLOSBURG VICE CHAIR AND DIRECTOR 2.00 1.00 X X 0 0 0 KAREN A LINDER DIRECTOR 1.00 1.00 X 0 0 0 DANIEL J WATERS SECRETARY 1.00 2.00 X 0 0 0 JENNIFER L CALLAHAN TREASURER 5.00 10.00 X 0 61027 0 REBECCA STAVICK CHIEF EXECUTIVE OFFICER 40.00 0.00 X 189533 0 7565 189533 351027 27865 1 0 1 0 HERITAGE SERVICES 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 MANAGEMENT FEES 550000 MARGARET SULLIVAN STUDIO 307 7TH AVENUE SUITE 504 NEW YORK NY 10001 DESIGN SERVICES 316039 2 103659651 103659651 414228 414228 6764850 -6764850 -6764850 -6764850 PRINTING FEES 900099 15231 15231 15231 97324260 0 0 -6335391 197098 197098 567906 293917 273989 686601 352863 58738 275000 70622 70622 52751 52751 619259 361848 149727 107684 158484 133447 25037 24940 24940 38563 38540 23 50741 50741 148212 148212 23834 23834 ADMIN EXPENSES 52949 46180 6769 OTHER FEES 13854 13854 STAFF AND VOLUNTEER DEV 11900 11900 SUPPLIES 5284 5284 5120 5120 2728118 1597045 743269 387804 268452 377881 2660076 12167442 23151928 100376594 67329 6294600 202912 15690775 6091688 1473195 22247452 43244426 141328386 1530696 5111772 1496898 1403640 3027594 6515412 X 16012674 26396088 24204158 108416886 40216832 134812974 43244426 141328386 94596142 0 X 0 1 X 0 0 X 1542218 2337390 2270535 26731231 103659651 136541025 1542218 2337390 2270535 26731231 103659651 136541025 82252022 54289003 115693 72070 57905 213884 414228 873780 51621 17319 29787 19834 15231 133792 137548597 0.39470 0.20190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5761348 5761348 126055 31514 94541 194286 104863 89423 212911 66535 146376 6091688 INVESTMENT IN ANNUITY 1379237 DEPOSITS 3200 CONSTRUCTION IN PROGRESS 20865015 22247452 X 97408851 84591 84591 97324260 0 97324260 2812709 84591 84591 2728118 0 2728118 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A NON PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CONSIDERED A PRIVATE ORGANIZATION. THE FINANCIAL STATEMENTS WILL NOT REFLECT A PROVISION FOR INCOME TAXES, EXCEPT FOR THE TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE ORGANIZATION HAD NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 740 10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. 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. THE ORGANIZATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR DECEMBER 31, 2022, 2021 AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 0 0 0 0 0 0 0 0 0 RACHEL JACOBSON PRESIDENT AND DIRECTOR 0 290000 0 0 0 0 0 20300 0 0 0 310300 0 0 REBECCA STAVICK CHIEF EXECUTIVE OFFICER 189533 0 0 0 0 0 7565 0 0 0 197098 0 0 0 LAMSON DUGAN & MURRAY DAN WATERS IS A PARTNER 21847 LEGAL SERVICES 0 FORM 990, PART III, LINE 2 THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH HERITAGE SERVICES TO FUNDRAISE FOR THE CAPITAL CAMPAIGN AND MANAGE THE OMAHA CENTRAL PUBLIC LIBRARY PROJECT (THE "CENTRAL LIBRARY PROJECT") THE CENTRAL LIBRARY PROJECT IS A COLLABORATION BETWEEN THE ORGANIZATION, OMAHA PUBLIC LIBRARY (OPL), THE CITY OF OMAHA, OMAHA PUBLIC LIBRARY FOUNDATION (OPLF), AND HERITAGE SERVICES WHICH WILL RESULT IN THE CONSTRUCTION OF A NEW, WORLD CLASS CENTRAL PUBLIC LIBRARY. UPON CONSTRUCTION COMPLETION, WHICH IS EXPECTED IN 2025, THE ORGANIZATION WILL MERGE INTO OPLF TO FORM A STRENGTHENED PRIVATE FOUNDATION TO SUPPORT THE NEEDS OF OMAHA'S ENHANCED LIBRARY SYSTEM. FORM 990, PART III, LINE 3 DEMOLITION OF THE DO SPACE FACILITY WAS COMPLETED ON JULY 13, 2023. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE PRESIDENT AND TREASURER AS WELL AS ALL BOARD MEMBERS PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ANNUALLY COMPLETE A FORM DISCLOSING THE ORGANIZATIONS WITH WHICH THEY ARE RELATED. FORM 990, PART VI, SECTION B, LINE 15A AS THE ORGANIZATION IS RELATIVELY NEW, A SPECIFIC COMPENSATION ANALYSIS HAS NOT BEEN PERFORMED; HOWEVER, BASED ON KNOWLEDGE OF THE COMPENSATION OF CEO'S OF OTHER NONPROFIT ORGANIZATIONS, THE BOARD OF DIRECTORS IS COMFORTABLE WITH SUCH COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. HERITAGE SERVICES 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 470731254 FUNDRAISING AND PROJECT MANAGEMENT NE 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 HERITAGE SERVICES M 550000