Civic Intelligence

Ameritas Charitable Foundation

990PF • Fiscal year 2020 • EIN 36-3428705

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
5900 O StreetLincoln, NE 68510-2234

(402) 467-7828

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

$13,005,016

No earlier filing loaded for comparison.

Net Assets

$13,005,016

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin85th percentile

Revenue

$1,401,962

No earlier filing loaded for comparison.

Expenses

$833,919

No earlier filing loaded for comparison.

Net Income

$568,043

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$13,005,016
Liabilities$0
Net Assets$13,005,016
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,401,962
Expenses$833,919
Net Income$568,043
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANN M MARTINVP & Director-$0--
WILLIAM W LESTERPresident & 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
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
45 SOUTH 7TH STREET 3400, MINNEAPOLIS, MN 55402
Preparer
Matthew J Lodes
Phone
6125966000
Raw XML Appendix368 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.

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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt096152
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INTUITIVE SURGICAL (ISRG)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ILLUMINA INC (ILMN)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2REALIZED GAIN FROM ATTACHMENT 14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOANN M MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM W LESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN K WILKINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Tonn M Ostergard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP & DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068510
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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/FormAndInfoAndMaterialsTxt0Applications should be mailed to the address above or sent via email to [email protected] and include the following information: (a) Organization name, address and website; (b) Chief Executive Officer name, telephone number and email address; (c) Contact person name and title, telephone number and email address; (d) Organization Mission Statement and Purpose of Request; (e) Funding request - amount requested, who and how many will be served, partnerships, and work plan; (f) Financial plan - project budget, development plan, and timing; (g) Supporting Material - operating budget, financial budget, review of financial statements, IRS Form 990, Board of Directors and Staff, and IRS Exemption Letter.
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 requests from qualified applicants located in the State of Nebraska with additional preference given to those applicants in the city of Lincoln and Lancaster County. 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/Amt0872000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 13
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0822147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0872000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0822147
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/AppliedToCurrentYearAmt0822147
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0827429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0125167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0174256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0155544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05282
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt043287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0454967
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0125167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0174256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0155544
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0822147
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0498254
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0503536
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ameritas Life Insurance Corp
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1AMERITAS LIFE INSURANCE CORP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05900 O STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15900 O STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LINCOLN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LINCOLN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd068510
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd168510
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt099586
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1414
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt051425
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt148161
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc070 shares of Intuitive Surgical (ISRG)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1143 shares of Illumina Inc (ILMN)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-10-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-10-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0909
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0909
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt140480
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01772
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01772
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt061
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt061
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary &Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04024677721
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 SOUTH 7TH STREET 3400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06125966000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LODES
ReturnHeader/ReturnTs02021-11-15T17:59:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wilkinson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,005,016
Liabilities
$0
Net assets
$13,005,016
Revenue
$1,401,962
Expenses
$833,919
Net income
$568,043
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