AUMdb

Heritage Services

EIN 470731254 · 501(c)(3) · Public charity · Omaha, NE · recognized 1989

Assets
$7.2M
Revenue
$1.7M
Expenses
$1.6M
Investment income
$192K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rachel Jacobson President $343,500 $32,085
Shannon Gilroy Vice president of development $201,731 $26,796
Ranae Keckeisen Treasurer $151,861 $10,847
Tammy Roza Director of operations $114,608 $10,858
Mickey Anderson Director $0 $0
Michael R Mccarthy Chairman $0 $0
Mogens C Bay Vice chair $0 $0
Susan A Buffett Director $0 $0
Bruce E Grewcock Director $0 $0
Scott C Heider Director $0 $0
Karen Linder Director $0 $0
Dianne Seeman Lozier Director $0 $0
D David Slosburg Director $0 $0
Kenneth E Stinson Director $0 $0
Lance Fritz Director $0 $0
Daniel Waters Secretary $0 $0