2024-09-27T11:58:52-05:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990EZ 2023-01-01 831714821 HERITAGE COMMUNITIES FOUNDATION HERI 4029332561 16934 FRANCES ST 200 OMAHA NE 68130 NATE UNDERWOOD VICE PRESIDENT, TREASURER 4029332561 2024-09-27 1 0 JOSEPH T DONOVAN P01488656 4024968800 2024-09-26 2023 2024-10-15 13:58:12Z X X N/A X X 23273 X 23042 231 23273 24029 2299 23 26351 -3078 40530 0 37452 X 40530 35389 0 2336 40530 37725 0 273 40530 37452 X 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. 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. 24029 24029 24029 FARHAN KHAN PRESIDENT 1.00 0 0 0 NATE UNDERWOOD VICE PRESIDENT, TREASURER 1.00 0 0 0 AMY BIRKEL SECRETARY 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NATE UNDERWOOD 16934 FRANCES ST STE 200 OMAHA NE 68130 4029332561 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 53574 33050 54665 23042 164331 53574 33050 54665 23042 164331 128645 35686 32 24 47 231 334 164665 X 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. THE 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.