Civic Intelligence

Nebraska Lions Foundation Endowment Fund Inc.

990 • Fiscal year 2022 • EIN 47-0813730

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

3536 S 163rd StOmaha, NE 68130

(402) 697-8115

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

23rd percentile

-9.2%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

13%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$842,732

Down $85,047 (-9.2%) from 2021

Net Assets

Down

$842,732

Down $85,047 (-9.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$39,920

Up $4,708 (+13%) from 2021

Expenses

Down

$1,893

Down $16,596 (-90%) from 2021

Net Income

Up

$38,027

Up $21,304 (+127%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $545,169Liabilities 2011: $0Net Assets 2011: $545,1692011Assets 2013: $680,714Liabilities 2013: $0Net Assets 2013: $680,7142013Assets 2014: $757,997Liabilities 2014: $0Net Assets 2014: $757,9972014Assets 2015: $779,877Liabilities 2015: $930Net Assets 2015: $778,9472015Assets 2016: $844,728Liabilities 2016: $0Net Assets 2016: $844,7282016Assets 2017: $885,558Liabilities 2017: $1,200Net Assets 2017: $884,3582017Assets 2018: $638,277Liabilities 2018: $0Net Assets 2018: $638,2772018Assets 2019: $692,472Liabilities 2019: $0Net Assets 2019: $692,4722019Assets 2020: $799,803Liabilities 2020: $0Net Assets 2020: $799,8032020Assets 2021: $927,779Liabilities 2021: $0Net Assets 2021: $927,7792021Assets 2022: $842,732Liabilities 2022: $0Net Assets 2022: $842,7322022Assets 2023: $890,467Liabilities 2023: $0Net Assets 2023: $890,4672023Assets 2024: $968,085Liabilities 2024: $0Net Assets 2024: $968,0852024

Highlighted filing

2022

Assets$842,732
Liabilities$0
Net Assets$842,732

Operations Trend

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

$100K$50K$0Expenses 2011: $4,6762011Revenue 2013: $41,513Expenses 2013: $2,404Net Income 2013: $39,1092013Revenue 2014: $45,135Expenses 2014: $1,573Net Income 2014: $43,5622014Revenue 2015: $43,801Expenses 2015: $943Net Income 2015: $42,8582015Revenue 2016: $39,276Expenses 2016: $1,100Net Income 2016: $38,1762016Revenue 2017: $39,755Expenses 2017: $1,231Net Income 2017: $38,5242017Revenue 2018: $28,906Expenses 2018: $14,341Net Income 2018: $14,5652018Revenue 2019: $44,731Expenses 2019: $15,286Net Income 2019: $29,4452019Revenue 2020: $94,578Expenses 2020: $14,445Net Income 2020: $80,1332020Revenue 2021: $35,212Expenses 2021: $18,489Net Income 2021: $16,7232021Revenue 2022: $39,920Expenses 2022: $1,893Net Income 2022: $38,0272022Revenue 2023: $35,796Expenses 2023: $16,643Net Income 2023: $19,1532023Revenue 2024: $41,492Expenses 2024: $12,570Net Income 2024: $28,9222024

Highlighted filing

2022

Revenue$39,920
Expenses$1,893
Net Income$38,027
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.0
Gross Receipts
$39,920
Mission and Program Overview

Mission

To provide financial support for the nebraska lions foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$927,581$834,999▼ $92,582
Cash and Non-Interest-Bearing Accounts$198$7,733▲ $7,535
Total Assets$927,779$842,732▼ $85,047
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$927,779$842,732▼ $85,047
Total Net Assets Fund Balance$927,779$842,732▼ $85,047
Total Liabilities and Net Assets / Fund Balance$927,779$842,732▼ $85,047
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randy LuthyChair
Phil DobeshChair-elect
Merle MorfordPast Chair
Jeanne GentrySecretary
David EmryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,420
Program Service Revenue
$0
Investment Income
$30,500
Other Revenue
$0
All Other Contributions
$9,420
Change in Net Assets
$38,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,370-$1,370
Insurance-$359-$359
Fees for Services Other-$164-$164
Total Functional Expenses$0$1,893$0$1,893
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Tax return is reviewed by the treasurer before filing and made available for review to all of the board members.

Form 990, Page 6, Part VI, Line 19

All of the governing documents and form 990 are available upon request of any individual or organization.

Filing and Contact Details

Filer

Filer Name
Nebraska Lions Foundation Endowment
EIN
47-0813730
Phone
4026978115
Address
3536 S 163RD ST, OMAHA, NE 68130

Signing Officer

Name
David Emry
Title
Treasurer
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Emry
Formed
1999
Legal Domicile
Ne
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
75

Preparer

Firm
Schwarz & Associates
Address
4620 S 143RD ST, OMAHA, NE 68137
Preparer
Sharon M Schwarz
Phone
4023306880
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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04620 S 143RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068137
ReturnHeader/PreparerPersonGrp/PhoneNum04023306880
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON M SCHWARZ
ReturnHeader/ReturnTs02023-05-12T12:40:47-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EMRY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.68$0.00$9.68$0.41$0.13$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.90$0.00$8.90$0.36$0.17$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.40$0.02$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.28$0.00$9.28$0.35$0.18$0.17
2020Summary only. Only limited summary data is available for this year.$8.00$0.00$8.00$0.95$0.14$0.80
2019Summary only. Only limited summary data is available for this year.$6.92$0.00$6.92$0.45$0.15$0.29
2018Summary only. Only limited summary data is available for this year.$6.38$0.00$6.38$0.29$0.14$0.15
2017Summary only. Only limited summary data is available for this year.$8.86$0.01$8.84$0.40$0.01$0.39
2016Summary only. Only limited summary data is available for this year.$8.45$0.00$8.45$0.39$0.01$0.38
2015Detailed filing. Detailed filing data is available for this year.$7.80$0.01$7.79$0.44$0.01$0.43
2014Summary only. Only limited summary data is available for this year.$7.58$0.00$7.58$0.45$0.02$0.44
2013Summary only. Only limited summary data is available for this year.$6.81$0.00$6.81$0.42$0.02$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.05