Civic Intelligence

Weitz Family Foundation

990PF • Fiscal year 2016 • EIN 47-0834133

Sep 01, 2015 to Aug 31, 2016 • Filed on Nov 21, 2016

110 N 92nd StreetOmaha, NE 68114

(402) 391-1980

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

1st percentile

-447%

Higher net margin than 1% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$53,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

4th percentile

-15%

Faster asset growth than 4% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Down

$41,511,707

Down $7,366,620 (-15%) from 2015

Net Assets

Down

$41,510,109

Down $7,366,620 (-15%) from 2015

Liabilities

Flat

$1,598

Flat from 2015

Revenue

Down

$2,650,317

Down $19,164,691 (-88%) from 2015

Expenses

Up

$14,493,105

Up $8,171,672 (+129%) from 2015

Net Income

Down

-$11,842,788

Down $27,336,363 (-176%) from 2015

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $13,250,197Liabilities 2012: $02012Assets 2013: $11,435,130Liabilities 2013: $02013Assets 2014: $35,970,735Liabilities 2014: $02014Assets 2015: $48,878,327Liabilities 2015: $1,598Net Assets 2015: $48,876,7292015Assets 2016: $41,511,707Liabilities 2016: $1,598Net Assets 2016: $41,510,1092016Assets 2017: $39,124,367Liabilities 2017: $1,584Net Assets 2017: $39,122,7832017Assets 2019: $36,390,247Liabilities 2019: $5,782Net Assets 2019: $36,384,4652019Assets 2020: $29,719,480Liabilities 2020: $18,228Net Assets 2020: $29,701,2522020Assets 2021: $41,283,061Liabilities 2021: $10,798Net Assets 2021: $41,272,2632021Assets 2022: $37,066,329Liabilities 2022: $14,136Net Assets 2022: $37,052,1932022Assets 2023: $36,968,652Liabilities 2023: $23,460Net Assets 2023: $36,945,1922023Assets 2024: $21,175,064Liabilities 2024: $11,414Net Assets 2024: $21,163,6502024

Highlighted filing

2016

Assets$41,511,707
Liabilities$1,598
Net Assets$41,510,109

Operations Trend

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

$40M$20M$0-$20MRevenue 2012: $13,018,323Expenses 2012: $3,315,434Net Income 2012: $9,702,8892012Revenue 2013: $776,519Expenses 2013: $6,718,725Net Income 2013: -$5,942,2062013Revenue 2014: $37,826,438Expenses 2014: $4,505,016Net Income 2014: $33,321,4222014Revenue 2015: $21,815,008Expenses 2015: $6,321,433Net Income 2015: $15,493,5752015Revenue 2016: $2,650,317Expenses 2016: $14,493,105Net Income 2016: -$11,842,7882016Revenue 2017: $6,936,130Expenses 2017: $14,566,020Net Income 2017: -$7,629,8902017Revenue 2019: $17,028,989Expenses 2019: $13,438,540Net Income 2019: $3,590,4492019Revenue 2020: $4,126,008Expenses 2020: $11,279,559Net Income 2020: -$7,153,5512020Revenue 2021: $24,036,289Expenses 2021: $14,032,668Net Income 2021: $10,003,6212021Revenue 2022: $5,077,336Expenses 2022: $15,395,536Net Income 2022: -$10,318,2002022Revenue 2023: $16,538,032Expenses 2023: $16,742,834Net Income 2023: -$204,8022023Revenue 2024: $1,060,466Expenses 2024: $16,842,008Net Income 2024: -$15,781,5422024

Highlighted filing

2016

Revenue$2,650,317
Expenses$14,493,105
Net Income-$11,842,788
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Nov 21, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN A WEITZExecutive Director-$53,000-$53,000
WALLACE R WEITZPresident & Treasurer-$0--
BARBARA V WEITZVice President & Secretary-$0--
ROGER T WEITZDirector-$0--
ANDREW S WEITZDirector-$0--
KATHLEEN WEITZDirector-$0--
MEREDITH WEITZDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARLETON COLLEGEGENERAL OPERATINGEDUCATIONAL ORGANIZANORTHFIELD, MN, US$2,000,000
Paid GrantFILM STREAMS INCGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$1,160,000
Paid GrantWOMEN'S FUND OF GREATER OMAHAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$780,000
Paid GrantUNION FOR CONTEMPORARY ARTGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$600,000
Paid GrantOMAHA CONSERVATORY OF MUSICGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$500,000
Paid GrantSEVENTY FIVE NORTH REVITALIZATION OMAHAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$500,000
Paid GrantURBAN LEAGUE OF NEBRASKAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$470,000
Paid GrantONE WORLD COMMUNITY HEALTH CENTERSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$430,000
Paid GrantNO MORE EMPTY POTSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$410,000
Paid GrantAVENUE SCHOLARSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$400,000
Paid GrantNEBRASKA APPLESEEDGENERAL OPERATING501C(3) ORGANIZATIONLINCOLN, NE, US$350,000
Paid GrantOPERA OMAHAGENERAL OPERATING501C(3) ORGANIZATIONOMANA, NE, US$308,750
Paid GrantGIRLS INCGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$300,000
Paid GrantREGENTS OF UNIVERSITY OF CALIFORNIAAUTISM RESEARCHEDUCATIONAL ORGANIZAOAKLAND, CA, US$300,000
Paid GrantTRI-FAITH INITIATIVE OF OMAHAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$300,000
Paid GrantPHOENIX ACADEMYGENERAL OPERATINGEDUCATIONAL ORGANIZAOMAHA, NE, US$260,000
Paid GrantUNIVERSITY OF NEBRASKA FOUNDATIONUNMC COLLEGE OF PUBLIC HEALTHEDUCATIONAL ORGANIZAOMAHA, NE, US$250,000
Paid GrantUNIVERSITY OF NEBRASKA FOUNDATIONGENERAL OPERATINGEDUCATIONAL ORGANIZAOMAHA, NE, US$250,000
Paid GrantAFRICAN AMERICAN EMPOWERMENT NETWORKGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$240,000
Paid GrantCOLLEGE POSSIBLEGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$210,000
Paid GrantOPENSKY POLICY INSTITUTEGENERAL OPERATING501C(3) ORGANIZATIONLINCOLN, NE, US$185,000
Paid GrantCOLLEGE OF SAINT MARYGENERAL OPERATINGEDUCATIONAL ORGANIZAOMAHA, NE, US$160,000
Paid GrantJOSLYN ART MUSEUMFELLOW PRORGRAM501C(3) ORGANIZATIONOMAHA, NE, US$160,000
Paid GrantHEARTLAND WORKERS CENTERGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$150,000
Paid GrantNEBRASKA APPLESEEDNEBRASKA STATE TABLE501C(3) ORGANIZATIONLINCOLN, NE, US$150,000
Paid GrantPLANNED PARENTHOODGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$150,000
Paid GrantUNITED WAY OF THE MIDLANDSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$150,000
Paid GrantJUSTICE FOR OUR NEIGHBORSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$127,000
Paid GrantBLUE BARN THEATREGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$125,000
Paid GrantTHE START CENTERGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$125,000
Paid GrantCENTER FOR RURAL AFFAIRSGENERAL OPERATING501C(3) ORGANIZATIONLYONS, NE, US$120,000
Paid GrantCOLLECTIVE FOR YOUTHGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$100,000
Paid GrantINCOMMONGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$100,000
Paid GrantOMAHA SYMPHONY ASSOCIATIONGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$100,000
Paid GrantPARTNERSHIP FOR OUR KIDSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$100,000
Paid GrantCASA OMAHAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$75,000
Paid GrantLITERACY CENTER OF THE MIDLANDSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$75,000
Paid GrantWOMEN'S CENTER FOR ADVANCEMENTGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$55,000
Paid GrantDEPAUL UNIVERSITYSTOCKYARD INSTITUTEEDUCATIONAL ORGANIZACHICAGO, IL, US$52,000
Paid Grant100 BLACK METGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantAUTISIM ACTION PARTNERSHIPGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantBROWNELL TALBOTGENERAL OPERATINGEDUCATIONAL ORGANIZAOMAHA, NE, US$50,000
Paid GrantCOMPLETELY KIDSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantD2 CENTERGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantFAMILY HOUSING ADVISORY SERVICEGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantFINANCIAL HOPE COLLABORATIVEGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantGRAMEEN AMERICAGENERAL OPERATING501C(3) ORGANIZATIONNEW YORK, NY, US$50,000
Paid GrantHEARTLAND FAMILY SERVICESGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantHOLY NAME HOUSING CORPGENERAL OPERATINGEDUCATIONAL ORGANIZAN TH STREET, NE, US$50,000
Paid GrantKIDS CAN COMMUNITY CENTERGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantLEGAL AID OF NEBRASKAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantMIDLANDS MENTORING PARTNERSHIPGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantNEIGHBORWORKS OMAHAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantNONPROFIT ASSOCIATION OF THE MIDLANDSGENEARL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantNOTHING BUT NET FOUNDATIONGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantPROJECT HARMONYGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantROSE BLUMKIN PERFORMING ARTS CENTERGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantWHISPERING ROOTSGENERALL OPERATING501C(3) ORGANIZATIONPAPILLION, NE, US$50,000
Paid GrantYOUTH EMERGENCY SERVICESGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$50,000
Paid GrantHABITAT FOR HUMANITYGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$45,000
Paid GrantNORTH OMAHA LOVES JAZZ & ARTS CENTERGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$45,000
Paid GrantCOMMON CAUSE NEBRASKAGENERAL OPERATING501C(3) ORGANIZATIONLINCOLN, NE, US$30,000
Paid GrantFOOD BANK FOR THE HEARTLANDGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$30,000
Paid GrantNET FOUNDATION FOR TELEVISIONGENERAL OPERATING501C(3) ORGANIZATIONLINCOLN, NE, US$30,000
Paid GrantREBUILDING TOGETHER OMAHAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$30,000
Paid GrantSTORYCATCHERS THEATREGENERAL OPERATING501C(3) ORGANIZATIONCHICAGO, IL, US$30,000
Paid GrantUNIVERSITY OF NEBRASKA OMAHAWEITZ FELLOWSHIPEDUCATIONAL ORGANIZAOMAHA, NE, US$26,270
Paid GrantALZHEIMERS ASSOCIATIONGENERAL OPERATING501C(3) ORGANIZATIONCHICAGO, IL, US$25,000
Paid GrantBIG BROTHERSBIG SISTERS OF THE MIDLANDSGENERAL OPERATIONS501C(3) ORGANIZATIONOMAHA, NE, US$25,000
Paid GrantBOYS & GIRLS CLUB OF OMAHAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$25,000
Paid GrantCHRISTIAN URBAN EDUCATION SERVICESGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$25,000
Paid GrantCOMMUNITIES IN SCHOOLS OF MID-AMERICAGENERAL OPERATING501C(3) ORGANIZATIONLAWRENCE, KS, US$25,000
Paid GrantNEBRASKA COALITION FOR LIFESAVING CURESGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$25,000
Paid GrantNEBRASKA WRITERS COLLECTIVEGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$25,000
Paid GrantOMAHA COMMUNITY FOUNDATIONGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$25,000
Paid GrantWHY ARTSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$25,000
Paid GrantYFCMAHA MUSIC FESTIVAL501C(3) ORGANIZATIONOMAHA, NE, US$25,000
Paid GrantCITY SPROUTSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$20,000
Paid GrantKIOS - FM RADIO STATIONSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$20,000
Paid GrantOMAHA PUBLIC LIBRARYGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$20,000
Paid GrantRESPECTGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$20,000
Paid GrantART FOR ALLGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantBEMIS CENTER FOR CONTEMPORARY ARTSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantBLACK MEN UNITEDGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantGOTTA BE MEGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantGREAT PLAINS THEATRE CONFERENCEGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantHEART MINISTRY CENTERGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantINCLUSIVE COMMUNITIESGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantINTERCULTURAL SENIOR CENTERGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantMALCOLM X MEMORIAL FOUNDATIONGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantNEBRASKA HUMANE SOCIETYGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantNEBRASKANS FOR CIVIC REFORMGENERAL OPERATING501C(3) ORGANIZATIONLINCOLN, NE, US$10,000
Paid GrantNEW LEADERS COUNCILGENERAL OPERATING501C(3) ORGANIZATIONWASHINGTON, DC, US$10,000
Paid GrantOMAHA AREA YOUTH ORCHESTRAGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantPTI NEBRASKAGENERL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantYOUTH CARE AND BEYONDGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$10,000
Paid GrantNEBRASKA GOLF FOUNDATIONGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$6,000
Paid GrantBANNISTERS LEADERSHIP ACADEMYGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$5,000
Paid GrantHOLY NAME HOUSING CORPTENANTS EMERGENCY ASSIST FUNDEDUCATIONAL ORGANIZAN TH STREET, NE, US$5,000
Paid GrantJUNIOR ACHIEVEMENT OF THE MIDLANDSGENERAL OPERATING501C(3) ORGANIZATIONOMAHA, NE, US$1,750
Paid GrantHUMANITIES NEBRASKAGENERAL OPERATING501C(3) ORGANIZATIONLINCOLN, NE, US$1,500
Paid GrantOMAHA SCHOOLS FOUNDATIONSOUTH HIGH BAND501C(3) ORGANIZATIONOMAHA, NE, US$1,000
Filing and Contact Details

Filer

Filer Name
Weitz Family Foundation
EIN
47-0834133
Phone
4023911980
Address
110 N 92ND STREET, OMAHA, NE 68114

Signing Officer

Name
Wallace R Weitz
Title
President & Treasurer
Phone
4023911980
Signed
2016-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Hancock & Dana Pc
Address
12829 WEST DODGE ROAD 100, OMAHA, NE 68154
Preparer
Janet Osborn
Phone
4023911065
Raw XML AppendixShowing 400 of 1,296 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02425
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0962368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt034767040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BERKSHIRE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0746577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120452985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt216862558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WEITZ HICKORY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PARTNERS III OPPORTUNITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2RESEARCH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01254597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130317058
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL OPERATING
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