2024-03-20T17:24:04-05:00 2023-06-30 470574775 FRANKEL LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2022-07-01 470637493 COMMUNITY ALLIANCE INC COMM 4023415128 4001 LEAVENWORTH STREET OMAHA NE 68105 CAROLE J BOYE PRESIDENT & CEO 4023415128 2024-03-11 1 CAROLE BOYE 999009999 0 DAN J DAVIS P01084317 4024969100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROLE J BOYE 4001 LEAVENWORTH STREET OMAHA NE 68105 91786897 0 X WWW.COMMUNITY-ALLIANCE.ORG X 1981 NE PROVIDE LEADERSHIP, MANAGEMENT, PLANNING, COORDINATION, AND ADMINISTRATIVE SUPPORT OF THE MUTI-CORPORATE COMMUNITY ALLIANCE SYSTEM ENHANCING THE EFFECTIVENESS OF SERVING PEOPLE WITH MENTAL ILLNESS. 12 12 17 12 0 0 7794100 41652421 4194681 5069540 2102791 907990 24540 39121 14116112 47669072 0 0 0 0 2278263 3136030 0 0 0 2422702 2306946 4700965 5442976 9415147 42226096 54661714 77874329 4038172 6456229 50623542 71418100 HELPING INDIVIDUALS WITH MENTAL ILLNESS ACHIEVE THEIR UNIQUE POTENTIAL AND TO LIVE, WORK, LEARN AND CONTRIBUTE IN A COMMUNITY OF MUTUAL SUPPORT. 0 0 4548811 5108661 PROVIDE LEADERSHIP, MANAGEMENT, PLANNING, COORDINATION, AND ADMINSTRATIVE SUPPORT OF THE MULTI-CORPORATE COMMUNITY ALLIANCE SYSTEM ENHANCING THE EFFECTIVENESS OF SERVING PEOPLE WITH MENTAL ILLNESS. 4548811 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 4 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X COMMUNITY ALLIANCE INC 4023415128 4001 LEAVENWORTH STREET OMAHA NE 68105 GEORGE KLEINE CHAIR AS OF 1/1/2023 0.50 4.75 X X 0 0 0 MURINE HEANEY VICE CHAIR AS OF 1/1/2023 0.50 4.50 X X 0 0 0 STEVE KUTILEK SECRETARY TREASURER AS OF 1/1/2023 0.50 4.25 X X 0 0 0 JON BREUNING DIRECTOR 0.25 5.00 X 0 0 0 KATHY GERBER DIRECTOR 0.25 2.75 X 0 0 0 MARGIE HELLER DIRECTOR 0.25 2.75 X 0 0 0 RALPH MOROCCO DIRECTOR 0.25 2.50 X 0 0 0 LORIE LEWIS DIRECTOR 0.25 2.75 X 0 0 0 TARA WISDOM DIRECTOR 0.25 2.75 X 0 0 0 MIKE HOMA DIRECTOR 0.25 2.25 X 0 0 0 STEVE KERRIGAN DIRECTOR 0.25 2.75 X 0 0 0 STU DORNAN DIRECTOR 0.25 2.25 X 0 0 0 CAROLE J BOYE PRESIDENT & CEO 30.00 10.00 X 245787 0 35341 AILEEN BRADY EXECUTIVE VP & COO 28.00 12.00 X 199149 0 34211 DOMINIC PARRISH CFO 28.00 12.00 X 114209 0 19438 559145 0 88990 3 0 1 0 ALLEY POYNER MACCHIETTO ARCHITECTURE 1516 CUMING STREET OMAHA NE 68102 ARCHITECTURE 2372177 DISNEY INSTITUTE PO BOX 733100 DALLAS TX 75373 SERVICE CULTURE DEVELOPMENT 500000 HAUSMAN & SONS CONSTRUCTION INC 8885 EXECUTIVE WOODS DRIVE LINCOLN NE 68512 CONSTRUCTION MANAGEMENT 210840 RAINWOOD DEVELOPMENT PARTNERS 10340 NORTH 84TH STREET OMAHA NE 68122 CONSTRUCTION MANAGEMENT 140625 DESIGN ROOM INC 2075 EVERGREEN ROAD PERRY OH 44081 COMMUNICATIONS & MARKETING 134200 5 250000 41402421 13080386 41652421 MGMT/CONTRACT FEES 623990 5069540 5069540 5069540 267486 267486 39121 0 39121 39121 39121 39745000 5013329 39611490 4506335 133510 506994 640504 640504 47669072 5108661 0 907990 X 648135 648135 686384 686384 379476 379476 1340377 1340377 81658 81658 11458 11458 16208 16208 15950 15950 902201 902201 107450 107450 124469 124469 23057 23057 487126 487126 320257 101893 218364 COMMUNITY EDUCATION 267464 267464 FEES, LICENSES, AND PER 21275 21275 MISCELLANEOUS EXPENSES 10031 10031 5442976 4548811 894165 0 3530651 18538318 3994277 9376509 0 684833 359090 115793 39047595 2687739 17240067 36359856 4975464 10625097 24106739 1610296 455426 563627 54661714 77874329 2259591 4336144 208046 274591 1570535 1845494 4038172 6456229 X 44376332 23768469 6247210 47649631 50623542 71418100 54661714 77874329 X 42226096 462789 684833 -22714542 135382 X X 0 1 X 1 1 1 X X 10 COMMUNITY ALLIANCE REHABILITATION SERVICES 470759670 7 1 0 0 COMMUNITY ALLIANCE RESIDENTIAL SERVICES 470756972 10 1 0 0 COMMUNITY ALLIANCE HOUSING CORP I 363527624 10 0 0 0 COMMUNITY ALLIANCE HOUSING CORP II 363691035 10 0 0 0 COMMUNITY ALLIANCE HOUSING CORP III 470741392 10 0 0 0 COMMUNITY ALLIANCE HOUSING CORP IV 470774091 10 0 0 0 COMMUNITY ALLIANCE HOUSING CORP V 470828338 10 0 0 0 COMMUNITY ALLIANCE HOUSING CORP VI 470837929 10 0 0 0 COMMUNITY ALLIANCE HOUSING CORP VII 721579136 7 0 0 0 COMMUNITY ALLIANCE HOUSING MANAGEMENT 202777542 10 0 0 0 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 1: COMMUNITY ALLIANCE INC. HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH ALL COMMUNITY ALLIANCE AFFILIATES. COMMUNITY ALLIANCE INC. PROVIDES LEADERSHIP, MANAGEMENT, PLANNING, COORDINATION AND ADMINISTRATIVE SUPPORT TO COMMUNITY ALLIANCE REHABILITATION SERVICES, COMMUNITY ALLIANCE RESIDENTIAL SERVICES, COMMUNITY ALLIANCE HOUSING MANAGEMENT, COMMUNITY ALLIANCE HOUSING CORPORATIONS, AND COMMUNITY ALLIANCE FOUNDATION (ALSO A SUPPORTING ORGANIZATION). PART IV, SECTION D, LINE 3: MORE THAN 50 PERCENT OF THE BOARD MEMBERS OVERLAP BETWEEN COMMUNITY ALLIANCE, INC. AND THE BROTHER-SISTER ORGANIZATIONS IT SUPPORTS. ESSENTIALLY, THE SAME GROUP OF INDIVIDUALS CONTROLS BOTH COMMUNITY ALLIANCE, INC., A SUPPORTING ORGANIZATION, AND MOST OF THE ORGANIZATION IT SUPPPORTS. THE EXCEPTION IS COMMUNITY ALLIANCE REHABILITATION SERVICES. COMMUNITY ALLIANCE, INC. BOARD MEMBERS CONSTITUTE SEVEN OF THE FIFTEEN BOARD MEMBERS OF COMMUNITY ALLIANCE REHABILITATION SERVICES. THE SIGNIFICANT BOARD MEMEBER OVERLAP ENSURES THAT THE INCOME AND ASSETS OF COMMUNITY ALLIANCE, INC. ARE USED ONLY FOR THE MANAGEMENT AND SUPPORT OF THE COMMUNITY ALLIANCE AFFILIATED ENTITIES CARRYING OUT THE CHARITABLE ACTIVITIES WHICH ARE THE BASIS FOR THEIR TAX EXEMPTIONS. PART IV, SECTION E, LINE 2A: COMMUNITY ALLIANCE, INC. PROVIDES SENIOR MANAGEMENT PERSONNEL AS WELL AS PERFORMS ACCOUNTING, PAYROLL, HUMAN RESOURCE FUNCTIONS, BENEFIT ADMINISTRATION, STRATEGIC PLANNING AND OTHER SUPPORTIVE SERVICES FOR SUPPORTED ORGANZATIONS; ALL FURTHERING THEIR EXEMPT PURPOSE. THIS IS THE PURPOSE OF THE ORGANIZATION AND CONSTITUTES SUBSTANTIALLY ALL OF ITS ACTIVITIES. ALL SUPPORTED ORGANIZATIONS ARE LISTED IN SCHEDULE A PART I. PART IV, SECTION E, LINE 2B: COMMUNITY ALLIANCE, INC. PERFORMS ESSENTIAL ADMINISTRATIVE, MANAGEMENT AND OPERATIONAL FUNCTIONS TO SUSTAIN THE SUPPORTED ORGANIZATIONS AND THEIR ACTIVITIES, AND TO MAINTAIN THEIR COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS. SUCH ADMINISTRATIVE, MANAGEMENT AND OPERATIONAL FUNCTIONS WOULD HAVE TO BE CONDUCTED DIRECTLY BY EACH SUPPORTED ORGANIZATION IF NOT PROVIED BY COMMUNITY ALLIANCE, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 4000 0 1 15950 19950 0 PART II-B, LINE 1: THE ORGANIZATION HIRED AN INDEPENDENT LOBBYIST. 0 1 X 8641720 8641720 2083133 1167438 915695 1408251 1362074 46177 26914491 158227 26756264 36359856 DEFERRED COMPENSATION PLAN 1842050 DUE FROM AFFILIATES 3444 1845494 X PART IV, LINE 2B: A SEPARATE ACCOUNT IS MAINTAINED TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL RESPONSIBILITIES AND IN SOME CASES, SERVING AS REPRESENTATIVE PAYEE AS AUTHORIZED BY THE SOCIAL SECURITY ADMINISTRATION. CASH RECEIVED FROM OR ON BEHALF OF A PARTICIPANT IS DEPOSITED IN THE ACCOUNT AND CREDITED TO THAT PARTICIPANT. CASH DISBURSED IS CHARGED TO THAT PARTICIPANT. INDIVIDUAL ACCOUNTING FOR ALL FUNDS ARE REGULARLY PROVIDED TO THE CLIENT, CONSERVATOR, GUARDIAN, REPRESENATIVE PAYEE, AND/OR SOCIAL SECURITY ADMINISTRATION AS APPLICABLE. PART X, LINE 2: ALL AFFILIATED ENTITIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALL ENTITIES HAVE RECEIVED DETERMINATION LETTERS THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN THE AGENCY'S TAX- EXEMPT STATUS. ACCOUNTING STANDARDS REQUIRE DISCLOSURE AND RECOGNITION IN FINANCIAL STATEMENTS OF POSITIONS TAKEN IN A TAX RETURN ABOUT THE TREATMENT OF TRANSACTIONS AND EVENTS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. TAX POSITIONS RELATIVE TO A NOT-FOR-PROFIT ORGANIZATION INCLUDE ACTIVITIES THAT MAY ENDANGER ITS EXEMPT PURPOSE AND STATUS AS AN EXEMPT ORGANIZATION. THE AGENCY BELIEVES IT COMPLIES WITH ALL RELEVANT TAX LAWS AND REGULATIONS AND HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS; ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENT. X X X X 0 0 0 0 0 0 0 0 0 CAROLE J BOYE PRESIDENT & CEO 245787 0 0 0 0 0 27643 0 7698 0 281128 0 0 0 AILEEN BRADY EXECUTIVE VP & COO 199149 0 0 0 0 0 26508 0 7703 0 233360 0 0 0 X 4 13080386 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, COMPRISED OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER, HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990, PREPARED BY OUR INDEPENDENT AUDIT FIRM, IS FORWARDED TO THE ORGANIZATION'S AUDIT COMMITTEE, WHICH IS COMPRISED OF BOARD MEMBERS AND OFFICERS. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 AND REPORTS ITS FINDINGS AND RECOMMENDATIONS TO THE BOARD. THE FORM 990 IS FINALIZED AND SUBMITTED UPON CONCLUSION OF THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND EXECUTIVE LEADERSHIP ARE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY AND SUMBIT A WRITTEN DISCLOSURE/COMPLIANCE STATEMENT. IN ADDITION TO ANNUAL DISCLOSURES, ALL PERSONS SUBJECT TO THIS POLICY ARE REQUIRED TO IMMEDIATELY REPORT ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE IN ACCORDANCE WITH THESE PROCEDURES AND ABSTAIN FROM PARTICIPATION IN THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT OFFICERS OF ALL COMMUNITY ALLIANCE AFFILIATED CORPORATIONS CONDUCTS AN ANNUAL REVIEW OF EXECUTIVE COMPENSATION FOR SENIOR ADMINISTRATIVE STAFF. THE COMMITTEE UTILIZES LOCAL, REGIONAL, AND NATIONAL DATA OF COMPARABLE AGENCIES, OBTAINED THOUGH 990S, LOCAL AND NATIONAL SURVEYS, AND OTHER CRITERIA IT DEEMS APPROPRIATE IN SETTING THE COMPENSATION OF SENIOR ADMINSTRATIVE STAFF. FORM 990, PART VI, SECTION C, LINE 19 COMMUNITY ALLIANCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE CORPORATION'S MAIN OFFICE. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 902,201. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 902,201. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF 457(B) PLAN 135,382. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR. THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. COMMUNITY ALLIANCE REHABILITATION SERVICES 4001 LEAVENWORTH STREET OMAHA NE 68105 470756970 MENTAL HEALTH PROGRAMS FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 7 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING MANAGEMENT 4001 LEAVENWORTH STREET OMAHA NE 68105 202777542 MANAGE SUPPORTIVE HOUSING PROGRAMS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE FOUNDATION 4001 LEAVENWORTH STREET OMAHA NE 68105 470756969 FINANCIAL SUPPORT OF COMMUNITY ALLIANCE ENTITIES NE 501(C)(3) LINE 12A,I COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE RESIDENTIAL SERVICES 4001 LEAVENWORTH STREET OMAHA NE 68105 470756972 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION I 4001 LEAVENWORTH STREET OMAHA NE 68105 363527624 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION II 4001 LEAVENWORTH STREET OMAHA NE 68105 363691035 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION III 4001 LEAVENWORTH STREET OMAHA NE 68105 470741392 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION IV 4001 LEAVENWORTH STREET OMAHA NE 68105 470774091 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION V 4001 LEAVENWORTH STREET OMAHA NE 68105 470828338 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION VI 4001 LEAVENWORTH STREET OMAHA NE 68105 470837929 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 10 COMMUNITY ALLIANCE INC 1 COMMUNITY ALLIANCE HOUSING CORPORATION VII 4001 LEAVENWORTH STREET OMAHA NE 68105 721579136 SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS NE 501(C)(3) LINE 7 COMMUNITY ALLIANCE INC 1 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 1 COMMUNITY ALLIANCE REHABILITATION SERVICES L 4921595 COST COMMUNITY ALLIANCE FOUNDATION L 34260 COST COMMUNITY ALLIANCE HOUSING MANAGEMENT SERVICES M 76146 COST COMMUNITY ALLIANCE HOUSING MANAGEMENT SERVICES L 113685 COST COMMUNITY ALLIANCE FOUNDATION C 250000 CASH TRANSFERRED = FMV