Civic Intelligence

Ameritas Charitable Foundation

990PF • Fiscal year 2021 • EIN 36-3428705

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

91st percentile

70%

Higher net margin than 91% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

115%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$15,099,745

Up $2,094,729 (+16%) from 2020

Net Assets

Up

$15,099,745

Up $2,094,729 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$3,010,054

Up $1,608,092 (+115%) from 2020

Expenses

Up

$915,325

Up $81,406 (+9.8%) from 2020

Net Income

Up

$2,094,729

Up $1,526,686 (+269%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$15,099,745
Liabilities$0
Net Assets$15,099,745

Operations Trend

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

2021

Revenue$3,010,054
Expenses$915,325
Net Income$2,094,729
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.2
Compensation and Service Providers

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
2022-09-01
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
214 N TRYON STREET SUITE 4200, CHARLOTTE, NC 28202
Preparer
Matthew J Lodes
Phone
7043447500
Raw XML Appendix357 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 21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt06910260
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt07062496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04723843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08639320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK - STATEMENT 21
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt096152
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0100227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02738775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - STATEMENT 21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04125254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0344874
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02565070
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt066
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt044
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02910054
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02910054
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02654484
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0890500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0890500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0344874
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0344874
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02094729
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06311296
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02565070
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02997643
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0890500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0915325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02999468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03010054
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt157420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22565070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32565070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42565070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52565070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt157420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt035063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INTUITIVE SURGICAL (ISRG)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ILLUMINA INC (ILMN)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2REALIZED GAIN FROM STATEMENT 20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02654484
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02094729
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015099745
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013005016
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015099745
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0941913
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0941913
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0941913
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0983580
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041667
IRS990PF/DistributableAmountGrp/TotalTaxAmt041667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt042455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt063000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt042455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt084122
IRS990PF/FMVAssetsEOYAmt020601182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06101601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06910260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07062496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03501629
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04723843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08639320
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0909
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0646
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt043816
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02738775
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02738775
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04125254
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013005016
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015099745
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0565950
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0630069
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0630069
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013005016
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015099745
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020601182
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013005016
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015099745
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013005016
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015099745
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt096152
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt096152
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0100227
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019971162
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066582
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019903934
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0299567
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0646
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0983580
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019671595
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019971162
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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
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/AddressLine1Txt35900 O STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0685102234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1685102234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2685102234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3685102234
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0890500
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0890500
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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/FormAndInfoAndMaterialsTxt0Applications should be mailed to the address above or sent via email to [email protected] and include the following information: (a) Organization name, address, EIN/TIN 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 - operational budget, financial statements, review/audit opinion of financial statements, board of directors and staff.
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/Amt01123500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT 19
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0890500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT 18
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/TotalGrantOrContriApprvFutAmt01123500
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0890500
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/AppliedToCurrentYearAmt0890500
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0941913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt051413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0125167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0174256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0155544
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt051413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0104131
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0299423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0125167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0174256
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0890500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0403554
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0454967
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/TotalContributionsAmt098803
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt035064
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt163739
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc035 SHARES OF INTUITIVE SURGICAL (ISRG)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1155 SHARES OF ILLUMINA INC (ILMN)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-09-30
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-09-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0646
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt043816
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01825
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01825
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt044
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt044
TaxesSchedule/TaxesDetail/Amt023000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary &Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04024677721
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
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/AddressLine1Txt0214 N TRYON STREET SUITE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043447500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LODES
ReturnHeader/ReturnTs02022-09-01T16:22:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wilkinson
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings