Civic Intelligence

Robert B Daugherty Foundation

990T • Fiscal year 2022 • EIN 36-3766006

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile

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15000 VALMONT PLAZA Suite 202Omaha, NE 68154

(402) 933-4663

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0B$500M$0Assets 2013: $773,059,646Liabilities 2013: $0Net Assets 2013: $773,059,6462013Assets 2014: $734,456,102Liabilities 2014: $0Net Assets 2014: $734,456,1022014Assets 2016: $710,633,803Liabilities 2016: $0Net Assets 2016: $710,633,8032016Assets 2018: $688,471,275Liabilities 2018: $0Net Assets 2018: $688,471,2752018Assets 2019: $765,961,826Liabilities 2019: $0Net Assets 2019: $765,961,8262019Assets 2020: $807,209,939Liabilities 2020: $0Net Assets 2020: $807,209,9392020Assets 2021: $895,599,209Liabilities 2021: $0Net Assets 2021: $895,599,2092021Assets 2022: $780,103,315Liabilities 2022: $0Net Assets 2022: $780,103,3152022Assets 2024: $839,670,579Liabilities 2024: $0Net Assets 2024: $839,670,5792024

Latest loaded filing

2024

Assets$839,670,579
Liabilities$0
Net Assets$839,670,579
Open 2024 Filing

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2013: $109,555,378Expenses 2013: $36,957,300Net Income 2013: $72,598,0782013Revenue 2014: $95,356,115Expenses 2014: $41,319,568Net Income 2014: $54,036,5472014Revenue 2016: $21,894,720Expenses 2016: $41,730,733Net Income 2016: -$19,836,0132016Revenue 2018: $55,884,577Expenses 2018: $51,300,437Net Income 2018: $4,584,1402018Revenue 2019: $34,965,729Expenses 2019: $52,474,861Net Income 2019: -$17,509,1322019Revenue 2020: $38,644,855Expenses 2020: $56,840,372Net Income 2020: -$18,195,5172020Revenue 2021: $80,372,150Expenses 2021: $57,962,844Net Income 2021: $22,409,3062021Revenue 2022: $41,236,431Expenses 2022: $66,551,049Net Income 2022: -$25,314,6182022Revenue 2024: $73,411,301Expenses 2024: $52,864,636Net Income 2024: $20,546,6652024

Latest loaded filing

2024

Revenue$73,411,301
Expenses$52,864,636
Net Income$20,546,665
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Robert B Daugherty Foundation
EIN
36-3766006
In Care Of
% JOHN WILSON
Phone
4029334663
Address
15000 VALMONT PLAZA Suite 202, OMAHA, NE 68154

Signing Officer

Name
John Wilson
Title
Executive Director
Phone
4029334663
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
1120 S 101ST ST STE 410, OMAHA, NE 68124-1088
Preparer
Jason W Bombeck
Phone
4023921040
Raw XML Appendix114 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
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt00
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01566921
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-9034
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt01557887
IRS1041ScheduleD/GainLessIncludedAmt01557887
IRS1041ScheduleD/GainPlusDividendsAmt01557887
IRS1041ScheduleD/NetIncomeMinusSmallerAmt01557887
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt01566921
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-9034
IRS1041ScheduleD/NetTimesPercentAmt00
IRS1041ScheduleD/SmallerGainAmt01557887
IRS1041ScheduleD/SmallerOfCalcAmt00
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt00
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt00
IRS1041ScheduleD/SmallerTimesPercentAmt00
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt00
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt00
IRS1041ScheduleD/TaxAmt00
IRS1041ScheduleD/TaxOnTaxableIncomeAmt00
IRS1041ScheduleD/TaxPlusTimePercentAmt00
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01566921
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-9034
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt01557887
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01540420
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-26701
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt00
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02020-01-01
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01540420
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0GAIN FROM PARTNERSHIPS THAT PRODUCES UBI
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02022-12-31
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt01540420
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02022-01-01
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-26701
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0GAIN FROM PARTNERSHIPS THAT PRODUCES UBI
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02022-12-31
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-26701
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt04013798
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN WILSON
IRS990T/BooksInCareOfDetail/PhoneNum04029334663
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt015000 VALMONT PLAZA SUITE 202
IRS990T/BooksInCareOfDetail/USAddress/CityNm0OMAHA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd068154
IRS990T/BookValueAssetsEOYAmt0780103315
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0true
IRS990T/ForeignCountryCd0EI
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt011816667
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt01557887
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-2615402
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-1057515
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-1057515
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN PARTNERSHIPS THAT PRODUCE UBI
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1057515
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-1057515
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04029334663
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT B DAUGHERTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0363766006
ReturnHeader/Filer/InCareOfNm0% JOHN WILSON
ReturnHeader/Filer/PhoneNum04029334663
ReturnHeader/Filer/USAddress/AddressLine1Txt015000 VALMONT PLAZA Suite 202
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01120 S 101ST ST STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681241088
ReturnHeader/PreparerPersonGrp/PhoneNum04023921040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON W BOMBECK
ReturnHeader/ReturnTs02023-11-10T14:07:45-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$840$0.00$840$73.4$52.9$20.5
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$780$0.00$780$41.2$66.6$25.3
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$896$0.00$896$80.4$58.0$22.4
2020Detailed filing. Detailed filing data is available for this year.$807$0.00$807$38.6$56.8$18.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$766$0.00$766$35.0$52.5$17.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$688$0.00$688$55.9$51.3$4.58
2016Detailed filing. Detailed filing data is available for this year.$711$0.00$711$21.9$41.7$19.8
2014Detailed filing. Detailed filing data is available for this year.$734$0.00$734$95.4$41.3$54.0
2013Detailed filing. Detailed filing data is available for this year.$773$0.00$773$110$37.0$72.6