Civic Intelligence

Acklie Charitable Foundation

990PF • Fiscal year 2022 • EIN 36-3662965

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
400 NW 56th StreetLincoln, NE 68528

(402) 475-9521

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.00x

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

6th percentile

-82%

Higher net margin than 6% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

41st percentile

-3.5%

Faster asset growth than 41% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

$169,885,275

No earlier filing loaded for comparison.

Net Assets

$169,885,275

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin6th percentile

Revenue

$7,567,224

No earlier filing loaded for comparison.

Expenses

$13,748,468

No earlier filing loaded for comparison.

Net Income

-$6,181,244

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$200M$150M$100M$50M$0Assets 2020: $184,012,956Liabilities 2020: $0Net Assets 2020: $184,012,9562020Assets 2022: $169,885,275Liabilities 2022: $0Net Assets 2022: $169,885,2752022

Highlighted filing

2022

Assets$169,885,275
Liabilities$0
Net Assets$169,885,275
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2020: $4,995,097Expenses 2020: $10,844,425Net Income 2020: -$5,849,3282020Revenue 2022: $7,567,224Expenses 2022: $13,748,468Net Income 2022: -$6,181,2442022

Highlighted filing

2022

Revenue$7,567,224
Expenses$13,748,468
Net Income-$6,181,244
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY ACKLIE OSTERGARDPresident-$0--
PHYLLIS A ACKLIESecretary-$0--
TONN OSTERGARDTreasurer-$0--
JEFF SCHUMACHERDirector-$0--
HALLEY KRUSEVice President-$0--
Filing and Contact Details

Filer

Filer Name
Acklie Charitable Foundation
EIN
36-3662965
In Care Of
% HALLEY KRUSE
Phone
4024759521
Address
400 NW 56th Street, Lincoln, NE 68528

Signing Officer

Name
Halley Kruse
Title
President
Phone
4024759521
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Labenz & Associates LLC
Address
8555 Pioneers Boulevard, Lincoln, NE 68520
Preparer
Pamela S Sheets
Phone
4024378383
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1No 2106 The Brittany
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27001 STEVENS RIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 83246
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt012698051
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 NW 56TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068528
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HALLEY KRUSE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04024759521
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHMENT 20
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Holly Ostergard President
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04024759521
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0400 NW 56th Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Lincoln
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd068528
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHMENT 20
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 22
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0VARIOUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd068528
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012691166
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 21
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068528
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt01017000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012691166
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
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01048899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0882390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01971001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0954419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0954419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04816540
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0914250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01048899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0882390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01971001
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012698051
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0914250
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05770959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04856709
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt050322
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY NONDIVIDEND DISTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOND AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ENTERPRISE PROD PTSP-NON DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ENERGY TRANS PTSP-NON DED EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4WHITETAIL FUND I PTSP-EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5WHITETAIL FUND III PTSP-EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7CONFERENCE,CONVENTION,MEETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8CONSULTANT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9MISCELLANEOUS FEES/DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt155388
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt35742

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,885,275
Liabilities
$0
Net assets
$169,885,275
Revenue
$7,567,224
Expenses
$13,748,468
Net income
-$6,181,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$170$0.00$170$7.57$13.7$6.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$184$0.00$184$5.00$10.8$5.85
Peer Organizations

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