Civic Intelligence

Seniors Foundation

EIN 47-0630837 • 501(c)3 • Lincoln, NE

Profile

To enrich the lives of seniors by supporting aging partners.

420 Victory Park DrLincoln, NE 68510

www.seniorsfoundation.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$513,658

Up $60,225 (+13%) from 2023

Liabilities

Up

$197

Up $21 (+12%) from 2023

Net Assets

Up

$513,461

Up $60,204 (+13%) from 2023

Revenue

Down

$82,394

Down $281,120 (-77%) from 2023

Expenses

Down

$67,881

Down $87,333 (-56%) from 2023

Net Income

Down

$14,513

Down $193,787 (-93%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $503,732Liabilities 2011: $0Net Assets 2011: $503,7322011Assets 2012: $539,797Liabilities 2012: $105,572Net Assets 2012: $434,2252012Assets 2013: $448,100Liabilities 2013: $67,995Net Assets 2013: $380,1052013Assets 2014: $372,985Liabilities 2014: $8,025Net Assets 2014: $364,9602014Assets 2015: $268,647Liabilities 2015: $37,757Net Assets 2015: $230,8902015Assets 2016: $315,158Liabilities 2016: $54,454Net Assets 2016: $260,7042016Assets 2017: $270,107Liabilities 2017: $515Net Assets 2017: $269,5922017Assets 2018: $320,793Liabilities 2018: $485Net Assets 2018: $320,3082018Assets 2019: $339,669Liabilities 2019: $314Net Assets 2019: $339,3552019Assets 2020: $393,885Liabilities 2020: $135Net Assets 2020: $393,7502020Assets 2021: $520,311Liabilities 2021: $148Net Assets 2021: $520,1632021Assets 2022: $484,162Liabilities 2022: $238Net Assets 2022: $483,9242022Assets 2023: $453,433Liabilities 2023: $176Net Assets 2023: $453,2572023Assets 2024: $513,658Liabilities 2024: $197Net Assets 2024: $513,4612024

Highlighted filing

2024

Assets$513,658
Liabilities$197
Net Assets$513,461

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $87,965Expenses 2011: $229,789Net Income 2011: -$141,8242011Revenue 2012: $131,099Expenses 2012: $421,167Net Income 2012: -$290,0682012Revenue 2013: $86,335Expenses 2013: $241,092Net Income 2013: -$154,7572013Revenue 2014: $102,370Expenses 2014: $132,321Net Income 2014: -$29,9512014Revenue 2015: $147,713Expenses 2015: $265,353Net Income 2015: -$117,6402015Revenue 2016: $168,528Expenses 2016: $166,147Net Income 2016: $2,3812016Revenue 2017: $47,380Expenses 2017: $95,313Net Income 2017: -$47,9332017Revenue 2018: $51,007Expenses 2018: $66,463Net Income 2018: -$15,4562018Revenue 2019: $49,751Expenses 2019: $70,572Net Income 2019: -$20,8212019Revenue 2020: $45,394Expenses 2020: $74,438Net Income 2020: -$29,0442020Revenue 2021: $99,391Expenses 2021: $99,477Net Income 2021: -$862021Revenue 2022: $331,587Expenses 2022: $318,660Net Income 2022: $12,9272022Revenue 2023: $363,514Expenses 2023: $155,214Net Income 2023: $208,3002023Revenue 2024: $82,394Expenses 2024: $67,881Net Income 2024: $14,5132024

Highlighted filing

2024

Revenue$82,394
Expenses$67,881
Net Income$14,513

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.13$0.82$0.68$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$3.64$1.55$2.08
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$3.32$3.19$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.99$0.99$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.45$0.74$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.39$0.50$0.71$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.20$0.51$0.66$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.70$0.01$2.70$0.47$0.95$0.48
2016Detailed filing. Detailed filing data is available for this year.$3.15$0.54$2.61$1.69$1.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.38$2.31$1.48$2.65$1.18
2014Summary only. Only limited summary data is available for this year.$3.73$0.08$3.65$1.02$1.32$0.30
2013Summary only. Only limited summary data is available for this year.$4.48$0.68$3.80$0.86$2.41$1.55
2012Summary only. Only limited summary data is available for this year.$5.40$1.06$4.34$1.31$4.21$2.90
2011Summary only. Only limited summary data is available for this year.$5.04$0.00$5.04$0.88$2.30$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
May 18, 2025
Return Version
2023v6.0
Gross Receipts
$90,858
Mission and Program Overview

Mission

To enrich the lives of seniors by supporting aging partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$363,256$419,021▲ $55,765
Cash and Non-Interest-Bearing Accounts$69,261$72,520▲ $3,259
Savings and Temporary Cash Investments$20,591$22,010▲ $1,419
Land, Buildings, and Equipment, Net$325$107▼ $218
Total Assets$453,433$513,658▲ $60,225
Liabilities
Accounts Payable and Accrued Expenses$176$197▲ $21
Total Liabilities$176$197▲ $21
Net Assets / Fund Balance
Net Assets With Donor Restrictions$388,486$445,720▲ $57,234
Net Assets Without Donor Restrictions$64,771$67,741▲ $2,970
Total Net Assets Fund Balance$453,257$513,461▲ $60,204
Total Liabilities and Net Assets / Fund Balance$453,433$513,658▲ $60,225

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$107$8,734$8,841

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$369,420-▲ $54,473-$423,893
2022$367,681-▲ $1,739-$369,420
2021$413,871-▼ $46,190-$367,681
2020$316,528-▲ $97,343-$413,871
2019$260,363-▲ $56,165-$316,528
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gina CottonExecutive DiPT$45,852$45,852

Board Members and Trustees

NameTitle
Robin SzwanekPresident
Roger LempkePresident-el
April LewisDirector
Becca HenryDirector
Bob MichlDirector
Chris BlomenbergDirector
David MiersDirector
Deb KallhoffDirector
J HoffmanDirector
Jeff AhlDirector
Joan AndersonDirector
John CroghanDirector
Joy PattenDirector
Kate SpeckDirector
Kierstin ReedDirector
Sami SegelkeDirector
Kristine Dykeman-schoeningPast Preside
Denise BullingSecretary
Derek MeyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,010
Program Service Revenue
$0
Investment Income
$11,902
Other Revenue
$-2,518
All Other Contributions
$44,610
Change in Net Assets
$14,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$52,178
Total Fundraising Expense$39,371
Other Expenses$15,703
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$9,167$4,601$32,084$45,852
Other Salaries and Wages-$2,935$2,935$5,870
Fees for Services Accounting-$5,275-$5,275
Information Technology-$2,570$2,570$5,140
Office Expenses-$1,050$1,280$2,330
Insurance-$1,495-$1,495
Fees for Services Management-$891-$891
Payroll Taxes-$228$228$456
Depreciation Depletion-$218-$218
Other Expenses-$20$274$20
Total Functional Expenses$9,167$19,343$39,371$67,881
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,464
Fundraising Gross Income$5,946
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event$34,346$5,946$2,463$3,483
Total Events$34,346$5,946$8,464$-2,518
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by management and board treasurer in detail, and sent to all board members prior to filing.

Form 990, Page 6, Part VI, Line 12C

The foundation regularly monitors and enforces compliance with the conflict of interest policy during board orientation each year.

Form 990, Page 6, Part VI, Line 15A

Executive committee reviewed comparability data for the executive director position when determining approved compensation.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Seniors Foundation
EIN
47-0630837
Phone
4024416179
Address
420 VICTORY PARK DR, LINCOLN, NE 68510

Signing Officer

Name
Derek Meyer
Title
Treasurer
Phone
4024416179
Signed
2025-05-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derek Meyer
Formed
1981
Legal Domicile
Ne
Voting Board Members
19
Independent Board Members
19
Employees
1
Volunteers
19

Preparer

Firm
Grafton & Associates Pc
Address
5935 S 56TH ST SUITE A, LINCOLN, NE 68516
Preparer
Joseph J Meduna
Phone
4024863600
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

REALIZED GAIN 1,951

Financial Statement Notes

Schedule D, Page 3, Part X

The foundation is incorporated as a not-for-profit corporation and, accordingly, is exempt from income taxes under section 50lc)(3) of the internal revenue code and has been classified as an organization that is not a private foundation. As such, income earned in the performance of its exempt purpose is not subject to income tax. Any income earned through activities not related to its exempt purpose is subject to unrelated business income tax at normal corporate rates. During the years ended august 31, 2024 and 2023, the foundation did not engage in any such activity and therefore no provisions have been made in the financial statements for these taxes. Management also believes the foundation did not have any significant uncertain tax positions for the year ending august 31, 2024 and 2023. The foundation may be subject to internal revenue service audit for the years ending august 31, 2023, 2022, and 2021.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DI
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02570
IRS990/InformationTechnologyGrp/TotalAmt05140
IRS990/InsuranceGrp/ManagementAndGeneralAmt01495
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MissionDesc0TO ENRICH THE LIVES OF SENIORS BY SUPPORTING AGING PARTNERS.
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01951
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1DUES & REGISTRATIONS
IRS990/OtherExpensesGrp/Desc2MEALS
IRS990/OtherExpensesGrp/FundraisingAmt0274
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt060
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
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IRS990/PrincipalOfficerNm0DEREK MEYER
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0107
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08734
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08841
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS INCORPORATED AS A NOT-FOR-PROFIT CORPORATION AND, ACCORDINGLY, IS EXEMPT FROM INCOME TAXES UNDER SECTION 50LC)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. AS SUCH, INCOME EARNED IN THE PERFORMANCE OF ITS EXEMPT PURPOSE IS NOT SUBJECT TO INCOME TAX. ANY INCOME EARNED THROUGH ACTIVITIES NOT RELATED TO ITS EXEMPT PURPOSE IS SUBJECT TO UNRELATED BUSINESS INCOME TAX AT NORMAL CORPORATE RATES. DURING THE YEARS ENDED AUGUST 31, 2024 AND 2023, THE FOUNDATION DID NOT ENGAGE IN ANY SUCH ACTIVITY AND THEREFORE NO PROVISIONS HAVE BEEN MADE IN THE FINANCIAL STATEMENTS FOR THESE TAXES. MANAGEMENT ALSO BELIEVES THE FOUNDATION DID NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR THE YEAR ENDING AUGUST 31, 2024 AND 2023. THE FOUNDATION MAY BE SUBJECT TO INTERNAL REVENUE SERVICE AUDIT FOR THE YEARS ENDING AUGUST 31, 2023, 2022, AND 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.72590
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0107
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt028400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt028400
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08464
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENT

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