Civic Intelligence

Omaha Community Foundation

990 • Fiscal year 2024 • EIN 47-0645958

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization Profilewww.omahafoundation.org

View Organization Page

1120 S 101 St 320Omaha, NE 68124

(402) 342-3458

Siviq Scores

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

Liabilities / Assets

13th percentile

0.03x

Higher debt load relative to assets than 13% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.11x

Higher debt load relative to revenue than 13% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

34th percentile

$568,361

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

57th percentile

7.7%

Faster asset growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

24%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$556,113,142

Up $39,753,958 (+7.7%) from 2023

Net Assets

Up

$539,379,956

Up $38,963,160 (+7.8%) from 2023

Liabilities

Up

$16,733,186

Up $790,798 (+5.0%) from 2023

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin74th percentile

Revenue

Up

$154,195,407

Up $29,358,566 (+24%) from 2023

Expenses

Up

$131,866,945

Up $20,155,178 (+18%) from 2023

Net Income

Up

$22,328,462

Up $9,203,388 (+70%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600M$400M$200M$0Assets 2011: $108,972,720Liabilities 2011: $12,377,556Net Assets 2011: $96,595,1642011Assets 2012: $121,972,548Liabilities 2012: $9,173,951Net Assets 2012: $112,798,5972012Assets 2013: $280,162,008Liabilities 2013: $10,733,620Net Assets 2013: $269,428,3882013Assets 2014: $295,689,370Liabilities 2014: $11,453,212Net Assets 2014: $284,236,1582014Assets 2015: $298,251,019Liabilities 2015: $10,897,911Net Assets 2015: $287,353,1082015Assets 2016: $311,844,944Liabilities 2016: $11,010,685Net Assets 2016: $300,834,2592016Assets 2017: $330,712,337Liabilities 2017: $12,430,409Net Assets 2017: $318,281,9282017Assets 2018: $328,628,225Liabilities 2018: $11,423,085Net Assets 2018: $317,205,1402018Assets 2019: $387,452,258Liabilities 2019: $13,381,155Net Assets 2019: $374,071,1032019Assets 2020: $466,138,182Liabilities 2020: $14,644,611Net Assets 2020: $451,493,5712020Assets 2021: $518,933,550Liabilities 2021: $15,659,757Net Assets 2021: $503,273,7932021Assets 2022: $461,432,191Liabilities 2022: $14,726,628Net Assets 2022: $446,705,5632022Assets 2023: $516,359,184Liabilities 2023: $15,942,388Net Assets 2023: $500,416,7962023Assets 2024: $556,113,142Liabilities 2024: $16,733,186Net Assets 2024: $539,379,9562024

Highlighted filing

2024

Assets$556,113,142
Liabilities$16,733,186
Net Assets$539,379,956
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$200M$100M$0-$100MRevenue 2011: $30,614,486Expenses 2011: $16,572,232Net Income 2011: $14,042,2542011Revenue 2012: $24,992,963Expenses 2012: $16,328,599Net Income 2012: $8,664,3642012Revenue 2013: $166,842,086Expenses 2013: $27,114,493Net Income 2013: $139,727,5932013Revenue 2014: $58,092,034Expenses 2014: $32,568,353Net Income 2014: $25,523,6812014Revenue 2015: $74,282,792Expenses 2015: $63,835,907Net Income 2015: $10,446,8852015Revenue 2016: $0Expenses 2016: $65,299,214Net Income 2016: -$65,299,2142016Revenue 2017: $51,884,369Expenses 2017: $52,235,630Net Income 2017: -$351,2612017Revenue 2018: $78,307,708Expenses 2018: $60,775,602Net Income 2018: $17,532,1062018Revenue 2019: $92,821,876Expenses 2019: $67,525,266Net Income 2019: $25,296,6102019Revenue 2020: $171,128,682Expenses 2020: $119,859,242Net Income 2020: $51,269,4402020Revenue 2021: $149,448,714Expenses 2021: $102,926,049Net Income 2021: $46,522,6652021Revenue 2022: $104,782,157Expenses 2022: $86,307,765Net Income 2022: $18,474,3922022Revenue 2023: $124,836,841Expenses 2023: $111,711,767Net Income 2023: $13,125,0742023Revenue 2024: $154,195,407Expenses 2024: $131,866,945Net Income 2024: $22,328,4622024

Highlighted filing

2024

Revenue$154,195,407
Expenses$131,866,945
Net Income$22,328,462
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$258,034,690
Mission and Program Overview

Mission

To serve the community by cultivating generosity and strengthening nonprofits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$365,176,535$409,657,214▲ $44,480,679
Savings and Temporary Cash Investments$42,046,135$46,740,019▲ $4,693,884
Investments Other Securities$33,482,521$33,013,328▼ $469,193
Other Notes and Loans Receivable, Net$2,896,823$2,484,962▼ $411,861
Land, Buildings, and Equipment, Net$579,249$880,744▲ $301,495
Accounts Receivable$1,774,174$310,798▼ $1,463,376
Cash and Non-Interest-Bearing Accounts-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$516,359,184$556,113,142▲ $39,753,958
Other Assets Total$70,403,747$63,026,077▼ $7,377,670
Liabilities
Other Liabilities$15,288,334$15,704,676▲ $416,342
Accounts Payable and Accrued Expenses$654,054$1,028,510▲ $374,456
Total Liabilities$15,942,388$16,733,186▲ $790,798
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$349,175,173$389,357,638▲ $40,182,465
Net Assets With Donor Restrictions$151,241,623$150,022,318▼ $1,219,305
Total Net Assets Fund Balance$500,416,796$539,379,956▲ $38,963,160
Total Liabilities and Net Assets / Fund Balance$516,359,184$556,113,142▲ $39,753,958

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$182,106$464,964$647,070
Land$533,110--
Leasehold Improvements$165,528$87,099-
Other Assets Org$1,061,551--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$26,732,832-▲ $2,526,204$70,414$28,306,429
2023$24,402,505-▲ $3,192,891$63,962$26,732,832
2022$29,209,800-▼ $3,906,442$64,548$24,402,505
2021$26,429,309$89,055▲ $3,602,107$110,802$29,209,800
2020$24,709,495-▲ $2,571,667$85,545$26,429,310
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna KushPresident & CEOPT$420,485$147,876$568,361
Melisa SundeCFOPT$226,964$85,224$312,188
John LevyPres of W&R ScottFT$226,983$74,676$301,659
Anne MeysenbergDirector of Comm InvestPT$116,074$56,822$172,896
Vanessa DenneyVP Donor Phil ServPT$146,524$4,338$169,271
Megan BarrettDirector Marketing & CoPT$109,271$48,821$158,092
Trevon BrooksCEO Omaha Innov CoFT$147,211$24,393$153,195

Board Members and Trustees

NameTitle
Brandon HammChairman
Gail GraeveVice Chairman
Athena RamosDirector
Bob SchlottDirector
Brady MarlowDirector
Chandler GreenDirector
Dan HoughtonDirector
Daniel PadillaDirector
Farhan KhanDirector
Jay NoddleDirector
Jo GilesDirector
Jon GrobDirector
Kari O'Neill PottsDirector
Matt MuehlingDirector
Micki AmbridgeDirector
Mike CasslingDirector
Tara SlevinDirector
Todd SimonDirector Emerit
Jona Van DeunSecretary
Jimmy NolanTreasurer
Matthew MercerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$118,756,038
Program Service Revenue
$10,112,571
Investment Income
$22,396,441
Other Revenue
$2,930,357
All Other Contributions
$116,070,626
Change in Net Assets
$22,328,462

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded131$45,987,165Fair Market Value (FMV)
Securities Closely Held Stock7$3,699,666Appraisal
Total Noncash Contributions138$49,686,831-

Audited Revenue Reconciliation

Revenue per Audited Statements
$154,195,407
Revenue Not Reported on Form 990
$16,634,698
Total Revenue per Audited Statements
$170,830,105
Total Revenue per Form 990
$154,195,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$116,042,228
Other Expenses$10,471,903
Salaries, Compensation, and Employee Benefits$5,352,814
Total Fundraising Expense$1,352,379
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$116,042,228--$116,042,228
Fees for Services Management$4,752,059--$4,752,059
Other Salaries and Wages$1,626,679$1,162,525$573,393$3,362,597
Fees for Services Other$2,116,456$195,213$48,803$2,360,472
Fees for Service Investment Mgmnt Fees-$1,098,209-$1,098,209
Current Officers, Directors, Trustees, and Key Employees$172,583$567,962$342,339$1,082,884
Information Technology$259,313$204,188$51,047$514,548
Other Employee Benefits$146,836$143,996$71,323$362,155
Occupancy$158,719$126,976$31,744$317,439
Payroll Taxes$127,032$117,420$62,196$306,648
Advertising$124,359$96,337$24,084$244,780
Pension Plan Contributions$98,480$91,818$48,232$238,530
Fees for Services Accounting$32,687$117,706-$150,393
Office Expenses$72,662$54,909$13,727$141,298
Depreciation Depletion$62,208$49,766$12,442$124,416
Conferences and Meetings$58,601$46,535$11,634$116,770
Travel$36,318$21,700$5,425$63,443
Insurance$35,752$21,111$5,278$62,141
Fees for Services Legal$3,602$13,196$776$17,574
Fees for Services Lobbying$9,000--$9,000
Other Expenses$730$584$146$1,460
All Other Expenses$-3,197$-2,558$-639$-6,394
Total Functional Expenses$126,185,255$4,329,311$1,352,379$131,866,945

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$131,866,945
Total Expenses per Audited Statements$131,866,945
Total Expenses per Form 990$131,866,945
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Abide NetworkOmaha, NE501(c)(3)Human Services$172,756
100 Black Men of Omaha IncOmaha, NE501(c)(3)Youth Development$74,184
ACLU Nebraska Foundation IncLincoln, NE501(c)(3)Civil Rights, Social Action, Advoca$40,600
Ablaze Ministries IncSpringfield, NE501(c)(3)Religion, Spiritual Development$30,000
ACE Mentor Program Greater OmOmaha, NE501(c)(3)Educational Institutions$12,500
ActionAid USAWashington, DC501(c)(3)International/Foreign$10,000
402 - Omahas FinestOmaha, NE501(c)(3)Arts, Culture, Humanities$6,000
Ablaze House of Prayer IncSpringfield, NE501(c)(3)Religion, Spiritual Development$5,500
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds held for others$13,919,139
Lease Liability$1,115,924
Annuities Payable$669,613
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“A copy of the return is e-mailed to the Board for review before being filed with the IRS. Each director reviews the 990 and any changes are made accordingly.”

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

“A conflict of interest letter is sent each year to all directors. Each director fills out the form disclosing all conflicts. The form is returned to the foundation and kept on file for reference.”

Form 990, Part VI, Section B, Line 15A

“An evaluation form is sent annually to all board members for their ratings and comments. Spot interviews are also randomly conducted with current staff, donors, prospective donors, and other key constituents, in addition to factoring in the results of an annual cultural health survey. Once all of the information has been compiled, the President & CEO meets with the Chairman, Vice Chairman and Chairman of the Governance Committee to discuss the results. The compensation committee then meets to discuss salary recommendations based on an analysis conducted by an independent HR consultant and some scan of data from the local market. The Committee formulates a compensation recommendation and brings it forward to the Board of Directors to discuss, review, and approve in Executive Session with minutes taken.”

Form 990, Part VI, Section B, Line 15B

“Officers & key employees meet with their supervisors on a formal basis bi-annually to discuss performance. Less formal meetings are held at least monthly. Based on performance and market data provided by an independent consultant, supervisors recommend market and merit-based salary adjustments, they are reviewed by the President and CEO in conjunction with the budget, adjusted and/or approved as recommended, and subsequently granted. The Compensation Committee of the Board of Directors reviews and approves metrics associated with incentive compensation and reviews and approves any payments made based upon an incentive compensation plan.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are kept on file at our office at the location of 1120 S 101st Street, Suite 320, Omaha, NE 68124 and made available upon request.”

Filing and Contact Details

Filer

Filer Name
Omaha Community Foundation
EIN
47-0645958
Phone
4023423458
Address
1120 S 101 St 320, Omaha, NE 68124

Signing Officer

Name
Melisa Sunde
Title
CFO
Signed
2025-11-13

Organization Details

Principal Officer
Donna Kush
Formed
1982
Legal Domicile
Ne
Voting Board Members
16
Independent Board Members
16
Employees
50
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation and supporting foundations, have been recognized by the Internal Revenue Service (IRS) as not for profit organizations as described in Section 501(c)(3) of the Internal Revenue Code (IRC) and, accordingly, are exempt from federal income tax under Section 501(a) of the IRC. The Foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. As of December 31, 2024, the Foundation had no uncertain tax positions.”

Raw XML AppendixShowing 400 of 1,230 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Pres of W&R Scott
IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir of Comm Invest
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Donor Phil Serv
IRS990/Form990PartVIISectionAGrp/TitleTxt5Dir Marketing & Co
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO Omaha Innov Co
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$556,113,142
Liabilities
$16,733,186
Net assets
$539,379,956
Revenue
$154,195,407
Expenses
$131,866,945
Net income
$22,328,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$556$16.7$539$154$132$22.3
2023Summary only. Only limited summary data is available for this year.$516$15.9$500$125$112$13.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$461$14.7$447$105$86.3$18.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$519$15.7$503$149$103$46.5
2020Summary only. Only limited summary data is available for this year.$466$14.6$451$171$120$51.3
2019Summary only. Only limited summary data is available for this year.$387$13.4$374$92.8$67.5$25.3
2018Summary only. Only limited summary data is available for this year.$329$11.4$317$78.3$60.8$17.5
2017Summary only. Only limited summary data is available for this year.$331$12.4$318$51.9$52.2$0.35
2016Summary only. Only limited summary data is available for this year.$312$11.0$301$0.00$65.3$65.3
2015Summary only. Only limited summary data is available for this year.$298$10.9$287$74.3$63.8$10.4
2014Summary only. Only limited summary data is available for this year.$296$11.5$284$58.1$32.6$25.5
2013Summary only. Only limited summary data is available for this year.$280$10.7$269$167$27.1$140
2012Summary only. Only limited summary data is available for this year.$122$9.17$113$25.0$16.3$8.66
2011Summary only. Only limited summary data is available for this year.$109$12.4$96.6$30.6$16.6$14.0