Civic Intelligence

Lori & David Scott Foundation

EIN 36-4071892 • 501(c)3 • Omaha, NE

Profile

The mission of the foundation is to distribute funds for charitable purposes in the areas of civic, cultural, health, education and social services

10340 North 84th StreetOmaha, NE 68122

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.23x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$973,900

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 115.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

35th percentile

1.5%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$38,962,608

Down $69,086 (-0.2%) from 2023

Liabilities

Down

$190,000

Down $203,874 (-52%) from 2023

Net Assets

Up

$38,772,608

Up $134,788 (+0.3%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin69th percentile

Revenue

Down

$843,713

Down $4,649,569 (-85%) from 2023

Expenses

Down

$723,121

Down $254,804 (-26%) from 2023

Net Income

Down

$120,592

Down $4,394,765 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2019: $32,017,613Liabilities 2019: $1,377,991Net Assets 2019: $30,639,6222019Assets 2020: $36,363,916Liabilities 2020: $982,519Net Assets 2020: $35,381,3972020Assets 2021: $40,121,871Liabilities 2021: $612,763Net Assets 2021: $39,509,1082021Assets 2022: $37,805,055Liabilities 2022: $376,704Net Assets 2022: $37,428,3512022Assets 2023: $39,031,694Liabilities 2023: $393,874Net Assets 2023: $38,637,8202023Assets 2024: $38,962,608Liabilities 2024: $190,000Net Assets 2024: $38,772,6082024

Highlighted filing

2024

Assets$38,962,608
Liabilities$190,000
Net Assets$38,772,608
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2019: $5,111,639Expenses 2019: $1,407,282Net Income 2019: $3,704,3572019Revenue 2020: $5,045,860Expenses 2020: $686,403Net Income 2020: $4,359,4572020Revenue 2021: $1,263,368Expenses 2021: $450,047Net Income 2021: $813,3212021Revenue 2022: $624,434Expenses 2022: $579,682Net Income 2022: $44,7522022Revenue 2023: $5,493,282Expenses 2023: $977,925Net Income 2023: $4,515,3572023Revenue 2024: $843,713Expenses 2024: $723,121Net Income 2024: $120,5922024

Highlighted filing

2024

Revenue$843,713
Expenses$723,121
Net Income$120,592
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,962,608
Liabilities
$190,000
Net assets
$38,772,608
Revenue
$843,713
Expenses
$723,121
Net income
$120,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.0$0.19$38.8$0.84$0.72$0.12
2023Detailed filing. Detailed filing data is available for this year.$39.0$0.39$38.6$5.49$0.98$4.52
2022Detailed filing. Detailed filing data is available for this year.$37.8$0.38$37.4$0.62$0.58$0.04
2021Detailed filing. Detailed filing data is available for this year.$40.1$0.61$39.5$1.26$0.45$0.81
2020Detailed filing. Detailed filing data is available for this year.$36.4$0.98$35.4$5.05$0.69$4.36
2019Detailed filing. Detailed filing data is available for this year.$32.0$1.38$30.6$5.11$1.41$3.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$16,934,402
Mission and Program Overview

Mission

The mission of the foundation is to distribute funds for charitable purposes in the areas of civic, cultural, health, education and social services.

The mission of the foundation is to distribute funds for charitable purposes in the areas of civic, cultural, health, education and social services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$38,125,887$27,588,359▼ $10,537,528
Savings and Temporary Cash Investments$630,621$11,063,006▲ $10,432,385
Total Assets$39,031,694$38,962,608▼ $69,086
Other Assets Total$275,186$311,243▲ $36,057
Liabilities
Grants Payable$393,874$190,000▼ $203,874
Total Liabilities$393,874$190,000▼ $203,874
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,637,820$38,772,608▲ $134,788
Total Net Assets Fund Balance$38,637,820$38,772,608▲ $134,788
Total Liabilities and Net Assets / Fund Balance$39,031,694$38,962,608▼ $69,086
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Calvin SissonPresident & CEO
Rich EakinVice President
Ellen WrightDirector
Fatima BasithDirector
Jack R McdonnellDirector
James E LandenDirector
Lori ScottDirector
Mike CasslingDirector
W David ScottDirector (chariman)
Christi AnninCFO
Laura MillerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$843,713
Other Revenue
$0
Change in Net Assets
$120,592

Audited Revenue Reconciliation

Revenue per Audited Statements
$749,994
Revenue Not Reported on Financial Statements
$93,719
Revenue Not Reported on Form 990
$14,196
Other Revenue Adjustments
$93,719
Total Revenue per Audited Statements
$764,190
Total Revenue per Form 990
$843,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$482,500
Other Expenses$240,621
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$482,500--$482,500
Fees for Services Management$50,000$50,000-$100,000
Fees for Service Investment Mgmnt Fees-$93,719-$93,719
Fees for Services Accounting$6,850$6,850-$13,700
Fees for Services Legal$982$982-$1,964
Other Expenses$112$10,000-$112
Total Functional Expenses$561,570$161,551$0$723,121

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$723,121
Expenses per Audited Statements$629,402
Total Expenses per Audited Statements$629,402
Expenses Not Reported on Financial Statements$93,719
Other Expense Adjustments$93,719
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hastings College FoundationHastings, NE501(c)(3)Capital Campaign$150,000
Teammates Mentoring ProgramLincoln, NE501(c)(3)Event$110,000
Brownell Talbot SchoolOmaha, NE501(c)(3)Event$67,000
Boy Scouts of America Mid-america CouncilOmaha, NE501(c)(3)Event$25,000
Omaha Community FoundationOmaha, NE501(c)(3)Event & Program Support$25,000
Partnership 4 KidsOmaha, NE501(c)(3)Event$25,000
Platte Institute for Economic ResearchOmaha, NE501(c)(3)Program Support$20,000
CHILDREN'S SCHOLARSHIP FUNDOmaha, NE501(c)(3)Event$10,000
Nebraska Philanthropic TrustOmaha, NE501(c)(3)General Operating Support$10,000
Quality Living IncOmaha, NE501(c)(3)Event$10,000
The Durham MuseumOmaha, NE501(c)(3)Event$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The following directors have family and business relationships: david scott and lori scott - family”

Form 990, Part VI, Section A, Line 4

“Pursuant to recommendations by our supported organization, changes were made to our governing documents to clarify that payments can be made to or for the use of individual members of the charitable class benefited by our publicly supported organization and can be made indirectly to unrelated organizations to a member of a charitable class benefited by our publicly supported organization who would otherwise receive direct payments from our publicly supported organization consistent with reg. 1.509(a)-4(e)(1). Additionally, our supporting organization expanded their geographic location of community impact to cover nebraska and southwest iowa.”

Form 990, Part VI, Section A, Line 8B

“The foundation does not have any committees that currently act on behalf of the governing board”

Form 990, Part VI, Section B, Line 11B

“Each director will receive the form 990 for review prior to being filed with the irs”

Form 990, Part VI, Section B, Line 12C

“Annually (or more frequently if necessary), as required under the conflict of interest policy, the directors disclose any conflicts of interest with family members and/or business transactions. The organization monitors all conflicts, and if a transaction with a conflict exists, it is discussed during the annual board meeting and the conflicted director is prohibited from voting on such decision.”

Form 990, Part VI, Section B, Line 15

“The foundation does not have any paid employees or directors. Therefore, no processes are in place relating to compensation.”

Form 990, Part VI, Section C, Line 19

“The foundation does not make these records available to the public.”

Filing and Contact Details

Filer

Filer Name
Lori & David Scott Foundation
EIN
36-4071892
Phone
4025021122
Address
10340 NORTH 84TH STREET, OMAHA, NE 68122

Signing Officer

Name
Christi Annin
Title
CFO
Phone
4025021122
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W David Scott
Formed
1995
Legal Domicile
Ne
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Hannah Goscha
Phone
4024968800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has been recognized by the internal revenue service as a not-for-profit organization as described in section 501(c)(3) of the internal revenue code and, accordingly, is exempt from federal income tax under section 501(a) of the internal revenue code. At december 31, 2024 and 2023, the foundation had no uncertain tax positions.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses netted against investment income 93,719. Pv adjustment”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses netted against investment income 93,719. Pv adjustment”

Raw XML AppendixShowing 400 of 645 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CHRISTI ANNIN
IRS990/BooksInCareOfDetail/PhoneNum04025021122
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010340 NORTH 84TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0OMAHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0681222216
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0482500
IRS990/CYInvestmentIncomeAmt0843713
IRS990/CYOtherExpensesAmt0240621
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0120592
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0723121
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0843713
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS IN COMMUNITIES IN NEBRASKA AND SOUTHWEST IOWA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0561570
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06850
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06850
IRS990/FeesForServicesAccountingGrp/TotalAmt013700
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0982
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0982
IRS990/FeesForServicesLegalGrp/TotalAmt01964
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt050000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt050000
IRS990/FeesForServicesManagementGrp/TotalAmt0100000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt093719
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt093719
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt239.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt736642
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt820515
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt939415
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1011977
IRS990/Form990PartVIISectionAGrp/PersonNm0W DAVID SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES E LANDEN
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm3JACK R MCDONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm4ELLEN WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm5FATIMA BASITH
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE CASSLING
IRS990/Form990PartVIISectionAGrp/PersonNm7CALVIN SISSON
IRS990/Form990PartVIISectionAGrp/PersonNm8RICH EAKIN
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTI ANNIN
IRS990/Form990PartVIISectionAGrp/PersonNm10LAURA MILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7937258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8289154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9286978
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10250000
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR (CHARIMAN)
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-234693
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0482500
IRS990/GrantsPayableGrp/BOYAmt0393874
IRS990/GrantsPayableGrp/EOYAmt0190000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0482500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0482500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015855996
IRS990/GrossReceiptsAmt016934402
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01078406
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01078406
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt038125887
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027588359
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016090689
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt038637820
IRS990/NetAssetsOrFundBalancesEOYAmt038772608
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-234693
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-234693
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014196
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt038637820
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt038772608
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0275186
IRS990/OtherAssetsTotalGrp/EOYAmt0311243
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONSULTING FEE
IRS990/OtherExpensesGrp/Desc1PV ADJUSTMENT
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010000
IRS990/OtherExpensesGrp/ProgramServicesAmt010000
IRS990/OtherExpensesGrp/ProgramServicesAmt111126
IRS990/OtherExpensesGrp/ProgramServicesAmt2112
IRS990/OtherExpensesGrp/TotalAmt020000
IRS990/OtherExpensesGrp/TotalAmt111126
IRS990/OtherExpensesGrp/TotalAmt2112
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0W DAVID SCOTT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05000080
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0751800
IRS990/PYInvestmentIncomeAmt0485373
IRS990/PYOtherExpensesAmt0226125
IRS990/PYOtherRevenueAmt07829
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04515357
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0977925
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05493282
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0120592
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0630621
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011063006
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OMAHA COMMUNITY FOUNDATION (OCF), LORI & DAVID SCOTT FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE LORI & DAVID SCOTT FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF LORI & DAVID SCOTT FOUNDATION'S BOARD. OCF'S PRIMARY PURPOSE IS TO FUND CHARITABLE PROGRAMS AND ORGANIZATIONS PRIMARILY SERVING NEBRASKA AND SOUTHWEST IOWA. THEREFORE, THE DISTRIBUTIONS MADE BY LORI & DAVID SCOTT FOUNDATION TO VARIOUS NONPROFITS AS DETERMINED BY ITS BOARD, WHICH IS CONTROLLED BY OCF APPOINTEES, CONSTITUTES DISTRIBUTIONS TO MEMBERS OF THE CHARITABLE CLASS BENEFITTED BY OCF, OR TO ORGANIZATIONS CHOSEN BY LORI & DAVID SCOTT FOUNDATION'S OCF CONTROLLED BOARD, CONSTITUTE SUPPORT TO OCF, ITS SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE EXPLANATION ABOVE FOR SCHEDULE A, PART I, LINE 12G. THE ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 12G
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, LINE 6
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0470645958
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0482500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OMAHA COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0482500
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt093719
IRS990ScheduleD/ExpensesSubtotalAmt0629402
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt014196
IRS990ScheduleD/OtherExpensesNotIncludedAmt093719
IRS990ScheduleD/OtherRevenuesNotIncludedAmt093719
IRS990ScheduleD/RevenueNotReportedAmt014196
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt093719
IRS990ScheduleD/RevenueSubtotalAmt0749994
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. AT DECEMBER 31, 2024 AND 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 93,719. PV ADJUSTMENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 93,719. PV ADJUSTMENT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0723121
IRS990ScheduleD/TotalRevenuePerForm990Amt0843713
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0764190
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0629402
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt420000
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt725000
IRS990ScheduleI/RecipientTable/CashGrantAmt867000
IRS990ScheduleI/RecipientTable/CashGrantAmt9110000
IRS990ScheduleI/RecipientTable/CashGrantAmt10150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5EVENT & PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10CAPITAL CAMPAIGN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S SCHOLARSHIP FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1QUALITY LIVING INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NEBRASKA PHILANTHROPIC TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE DURHAM MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4PLATTE INSTITUTE FOR ECONOMIC RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5OMAHA COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6PARTNERSHIP 4 KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8BROWNELL TALBOT SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9TEAMMATES MENTORING PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10HASTINGS COLLEGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0470822724
IRS990ScheduleI/RecipientTable/RecipientEIN1470665946
IRS990ScheduleI/RecipientTable/RecipientEIN2832558124
IRS990ScheduleI/RecipientTable/RecipientEIN3470556061
IRS990ScheduleI/RecipientTable/RecipientEIN4208809060
IRS990ScheduleI/RecipientTable/RecipientEIN5470645958
IRS990ScheduleI/RecipientTable/RecipientEIN6470762798
IRS990ScheduleI/RecipientTable/RecipientEIN7470376545
IRS990ScheduleI/RecipientTable/RecipientEIN8470376595
IRS990ScheduleI/RecipientTable/RecipientEIN9470840990
IRS990ScheduleI/RecipientTable/RecipientEIN10470376525
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07837 CHICAGO PLAZA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16404 NORTH 70TH PLAZA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt211808 MIRACLE HILLS DRIVE SUITE 115
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3801 S 10TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt46910 PACIFIC ST STE 216
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51120 S 101 STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61004 FARNAM STREET SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt712401 W MAPLE RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8400 N HAPPY HOLLOW BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9121 S 13TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10710 N TURNER AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm7OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm8OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm9LINCOLN
IRS990ScheduleI/RecipientTable/USAddress/CityNm10HASTINGS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.