Civic Intelligence

Ike & Roz Friedman Foundation

990PF • Fiscal year 2016 • EIN 36-3687396

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization Profile
22804 Hansen AveElkhorn, NE 68022

(402) 697-1111

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-43%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,227,603

Down $67,050 (-1.6%) from 2015

Net Assets

Down

$4,227,603

Down $67,050 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin18th percentile

Revenue

Down

$319,705

Down $242,339 (-43%) from 2015

Expenses

Down

$392,695

Down $3,347 (-0.8%) from 2015

Net Income

Down

-$72,990

Down $238,992 (-144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $4,294,653Liabilities 2015: $0Net Assets 2015: $4,294,6532015Assets 2016: $4,227,603Liabilities 2016: $0Net Assets 2016: $4,227,6032016Assets 2017: $4,142,542Liabilities 2017: $0Net Assets 2017: $4,142,5422017Assets 2018: $3,979,201Liabilities 2018: $0Net Assets 2018: $3,979,2012018Assets 2019: $3,922,717Liabilities 2019: $0Net Assets 2019: $3,922,7172019Assets 2020: $3,218,336Liabilities 2020: $0Net Assets 2020: $3,218,3362020Assets 2021: $3,038,000Liabilities 2021: $0Net Assets 2021: $3,038,0002021Assets 2022: $2,992,468Liabilities 2022: $0Net Assets 2022: $2,992,4682022Assets 2023: $2,913,455Liabilities 2023: $0Net Assets 2023: $2,913,4552023Assets 2024: $3,292,290Liabilities 2024: $15,000Net Assets 2024: $3,277,2902024

Highlighted filing

2016

Assets$4,227,603
Liabilities$0
Net Assets$4,227,603
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2015: $562,044Expenses 2015: $396,042Net Income 2015: $166,0022015Revenue 2016: $319,705Expenses 2016: $392,695Net Income 2016: -$72,9902016Revenue 2017: $325,066Expenses 2017: $405,704Net Income 2017: -$80,6382017Revenue 2018: $260,067Expenses 2018: $431,250Net Income 2018: -$171,1832018Revenue 2019: $296,969Expenses 2019: $358,326Net Income 2019: -$61,3572019Revenue 2020: -$314,910Expenses 2020: $390,056Net Income 2020: -$704,9662020Revenue 2021: $184,338Expenses 2021: $363,850Net Income 2021: -$179,5122021Revenue 2022: $344,698Expenses 2022: $398,730Net Income 2022: -$54,0322022Revenue 2023: $298,196Expenses 2023: $374,892Net Income 2023: -$76,6962023Revenue 2024: $895,000Expenses 2024: $485,522Net Income 2024: $409,4782024

Highlighted filing

2016

Revenue$319,705
Expenses$392,695
Net Income-$72,990
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA WEARDirector-$0--
SUSAN COHNPresident-$0--
ARNOLD JOFFEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ike & Roz Friedman Foundation
EIN
36-3687396
Phone
4026971111
Address
22804 Hansen Ave, Elkhorn, NE 68022

Signing Officer

Name
Susie Cohn
Title
President
Signed
2017-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Steven P Kenney
Phone
4024968800
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122804 Hansen Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22810 South 100th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Omaha
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OMAHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Omaha
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0340316
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0231069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0261468
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04058
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02649
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06570947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06650522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06097197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05694719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05553041
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236380
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0335251
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0337900
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02649
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0337900
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt022804 Hansen Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Elkhorn
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SUSAN COHN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04026971111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM IS REQUIRED, SHOULD INCLUDE NAME, ADDRESS, SPECIFIC ACTIVITIES OF PROPOSED GRANT REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUSAN COHN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04026971111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt022804 Hansen Ave
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Elkhorn
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd068022
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0337900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068022
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0337900
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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/AppliedToCurrentYearAmt0280685
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0280685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015258
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094470
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015258
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0337900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057215
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt094470
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037255
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment management fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO EXP FROM PASSTHROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027554
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027554
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115422
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-3474
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-3474
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3474
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05199
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1741
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Other Adjustments
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Schwab-Tax-Exempt Interest Income
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0170

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,227,603
Liabilities
$0
Net assets
$4,227,603
Revenue
$319,705
Expenses
$392,695
Net income
-$72,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$0.02$3.28$0.90$0.49$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.30$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.34$0.40$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.18$0.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.31$0.39$0.70
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.30$0.36$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.26$0.43$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.33$0.41$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.32$0.39$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.56$0.40$0.17