Civic Intelligence

Ameritas Charitable Foundation

990PF • Fiscal year 2023 • EIN 36-3428705

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 29, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

31st percentile

-0.7%

Faster asset growth than 31% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$16,014,539

Down $119,248 (-0.7%) from 2022

Net Assets

Down

$16,014,539

Down $119,248 (-0.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin20th percentile

Revenue

Down

$659,486

Down $1,360,398 (-67%) from 2022

Expenses

Down

$778,734

Down $207,108 (-21%) from 2022

Net Income

Down

-$119,248

Down $1,153,290 (-112%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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 2023: $16,014,539Liabilities 2023: $0Net Assets 2023: $16,014,5392023Assets 2024: $16,122,351Liabilities 2024: $0Net Assets 2024: $16,122,3512024

Highlighted filing

2023

Assets$16,014,539
Liabilities$0
Net Assets$16,014,539
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 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 2023: $659,486Expenses 2023: $778,734Net Income 2023: -$119,2482023Revenue 2024: $1,055,181Expenses 2024: $947,369Net Income 2024: $107,8122024

Highlighted filing

2023

Revenue$659,486
Expenses$778,734
Net Income-$119,248
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 29, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
2024-08-29
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 Appendix328 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 20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04845812
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04489536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07387830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08205986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK - STATEMENT 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03138794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - STATEMENT 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04329982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0428639
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0113615
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015383
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISC INVESTMENT-GAIN/LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01849
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0559486
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0559486
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0200302
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0760000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0760000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0428639
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0428639
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-119248
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04050286
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015383
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015383
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0113615
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0642439
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03734
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03734
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01849
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01849
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0760000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0778734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0646173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0659486
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13936671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt086687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1113615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2113615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3113615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt086687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1113615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt099178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14050286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NVIDIA CORP (NVDA)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1REALIZED GAIN FROM STATEMENT 19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0200302
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-119248
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016014539
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016133787
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016014539
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0836141
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0836141
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0836141
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0845071
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08930
IRS990PF/DistributableAmountGrp/TotalTaxAmt08930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt029722
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt029722
IRS990PF/FMVAssetsEOYAmt017709471
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05248983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04845812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04489536
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07170760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07387830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08205986
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0162
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01469
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt043333
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03278970
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03138794
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04329982
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016133787
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016014539
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0434912
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0640634
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0640634
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016133787
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016014539
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017709471
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016133787
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016014539
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016133787
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016014539
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017158806
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt063089
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017094248
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0257382
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01469
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0845071
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016901424
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017158806
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/PersonNm0WILLIAM W LESTER
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/ExpensesAndContributionsAmt0760000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0760000
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0760000
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/TotalGrantOrContriApprvFutAmt01025500
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0760000
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/AppliedToCurrentYearAmt0760000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0836141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt076141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0125167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt076141
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt049026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049671
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0760000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt098697
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0174838
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/TotalContributionsAmt099178
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt099178
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0230 shares of Nvidia Corp (NVDA)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-09-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0162
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SUSP-RCPTS PEND DIST-SEC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01469
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt043333
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03734
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03734
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Misc Investment-Gain/Loss
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01849
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01849
TaxesSchedule/TaxesDetail/Amt015000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary &Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04024677721
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-29
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/PreparationDt02024-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LODES
ReturnHeader/ReturnTs02024-09-03T08:08:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,014,539
Liabilities
$0
Net assets
$16,014,539
Revenue
$659,486
Expenses
$778,734
Net income
-$119,248
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
2023Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.66$0.78$0.12
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