Civic Intelligence

Ameritas Charitable Foundation

EIN 36-3428705 • Lincoln, NE

5900 O StreetLincoln, NE 68510-2234
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.0%

Faster asset growth than 33% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$16,122,351

Down $11,436 (-0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$16,122,351

Down $11,436 (-0.1%) from 2022

Operations
Liabilities / Revenue18th percentileNet Margin58th percentile

Revenue

Down

$1,055,181

Down $964,703 (-48%) from 2022

Expenses

Down

$947,369

Down $38,473 (-3.9%) from 2022

Net Income

Down

$107,812

Down $926,230 (-90%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2020: $13,005,016Liabilities 2020: $0Net Assets 2020: $13,005,0162020Assets 2021: $15,099,745Liabilities 2021: $0Net Assets 2021: $15,099,7452021Assets 2022: $16,133,787Liabilities 2022: $0Net Assets 2022: $16,133,7872022Assets 2024: $16,122,351Liabilities 2024: $0Net Assets 2024: $16,122,3512024

Highlighted filing

2024

Assets$16,122,351
Liabilities$0
Net Assets$16,122,351
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $1,401,962Expenses 2020: $833,919Net Income 2020: $568,0432020Revenue 2021: $3,010,054Expenses 2021: $915,325Net Income 2021: $2,094,7292021Revenue 2022: $2,019,884Expenses 2022: $985,842Net Income 2022: $1,034,0422022Revenue 2024: $1,055,181Expenses 2024: $947,369Net Income 2024: $107,8122024

Highlighted filing

2024

Revenue$1,055,181
Expenses$947,369
Net Income$107,812
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,122,351
Liabilities
$0
Net assets
$16,122,351
Revenue
$1,055,181
Expenses
$947,369
Net income
$107,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.06$0.95$0.11
2022Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.02$0.99$1.03
2021Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$3.01$0.92$2.09
2020Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.40$0.83$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert M JurgenmeierPresident & Director-$0--
SUSAN K WILKINSONSecretary/Treasurer/Director-$0--
Tonn M OstergardVP & Director-$0--
Filing and Contact Details

Filer

Filer Name
Ameritas Charitable Foundation
EIN
36-3428705
In Care Of
% AMERITAS LIFE INSURANCE CORP
Phone
4024677828
Address
5900 O STREET, LINCOLN, NE 68510-2234

Signing Officer

Name
Susan Wilkinson
Title
Secretary &Treasurer
Phone
4024677721
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
214 N TRYON STREET SUITE 4200, CHARLOTTE, NC 28202
Preparer
Matthew J Lodes
Phone
7043447500
Raw XML Appendix312 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS - STATEMENT 19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05426074
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05077630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07030136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08037839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK - STATEMENT 17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02974547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - STATEMENT 17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04333493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0437689
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0493324
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt022678
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0953691
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0953691
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0573117
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0943500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0943500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0101490
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0437689
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0437689
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0107812
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04775457
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022678
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022678
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0493324
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01029615
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03869
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0943500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0947369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01033484
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01055181
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03869
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14282133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt079793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1493324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt079793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1493324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt098883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14775457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BROADCOM (AVGO)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1REALIZED GAIN FROM STATEMENT 16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0573117
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0107812
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016122351
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016014539
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016122351
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0885910
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0885910
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0885910
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0900222
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014312
IRS990PF/DistributableAmountGrp/TotalTaxAmt014312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028918
IRS990PF/FMVAssetsEOYAmt018186050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04845812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05426074
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05077630
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07387830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07030136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08037839
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01469
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03639
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt049133
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03138794
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02974547
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04333493
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016014539
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016122351
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0640634
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0687955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0687955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016014539
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016122351
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018186050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016014539
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016122351
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016014539
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016122351
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018278615
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039886
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018235090
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0274179
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03639
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0900222
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018004436
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018278615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert M Jurgenmeier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN K WILKINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Tonn M Ostergard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05900 O STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15900 O STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25900 O STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0685102234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1685102234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2685102234
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0943500
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0943500
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05900 O STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068510
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AMERITAS LIFE INSURANCE CORP
IRS990PF/StatementsRegardingActyGrp/PhoneNum04023254044
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Business Rationale for application should be sent to [email protected]. The invitaiton to apply online will be emailed via Benevity Grants. Online Application Platform requires the following information: (A) Cause Summary; including name, TIN, Address, Website, Mission Statement, and Contact Information (b) Project details; including project name, type, focus area, geographic reach, state, timeline, and description (c) Other Information: a. If approved, how do you plan to spend this grant? b. Confirmed Partners and their roles. c. Why do you think Ameritas would be a good partner for your organization? d. Is your organization open to all, and do you practice Diversity, Equity, and Inclusion? (d) Required Attachments a. Board of Directors b. Project Budget & Financial Plan c. Most recent Audited Statements d. Any other support deemed necessary
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LIZ RING CARLSON AMERITAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04024677828
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OSTREET LINCOLN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd068510
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Preference will be given to funding requests from qualified applicants received from communities with an Ameritas presence. All organizations having 501(c)(3) tax-exempt status conferred by the Internal Revenue Service are eligible to apply for funding consideration as long as the organization has two years of audited or reviewed financial statements. Preference will be given to educational programs, but consideration will be given to civic, cultural, health and welfare requests. Generally, requests for support of debt retirement or operational deficits are not favored. Funding of any project, program or organization is limited to 10% of the total amount of the project, program or organizational budget. Funding is also limited to 5% of the total amount for capital campaigns.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0The Ameritas Charitable Foundation meets twice a year. In order to be responsive to the needs of the
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0See Grants Attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt05900 O STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd0685102234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0943500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Grants Attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05900 O STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0685102234
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0703000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0943500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0885910
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0885910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049671
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0107261
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049671
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0943500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057590
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0107261
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049671
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ameritas Life Insurance Corp
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05900 O STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LINCOLN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd068510
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt098883
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt098883
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0585 shares of Broadcom (AVGO)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-10-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01469
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SUSP-RCPTS PEND DIST-SEC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03639
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt049133
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03869
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03869
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary &Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04024677721
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ameritas Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0363428705
ReturnHeader/Filer/InCareOfNm0% AMERITAS LIFE INSURANCE CORP
ReturnHeader/Filer/PhoneNum04024677828
ReturnHeader/Filer/USAddress/AddressLine1Txt05900 O STREET
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0685102234
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0214 N TRYON STREET SUITE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043447500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LODES
ReturnHeader/ReturnTs02025-10-17T12:11:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.