Civic Intelligence

Nebraska State Council Mcgivney Foundation

990 • Fiscal year 2023 • EIN 81-0710030

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 08, 2024

C/O Matt Richardson 2621 SW 19th StLincoln, NE 68522

(402) 380-3513

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$832,648

Up $63,315 (+8.2%) from 2022

Net Assets

Up

$832,648

Up $63,315 (+8.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$31,901

Up $4,974 (+18%) from 2022

Expenses

Up

$24,871

Up $4,795 (+24%) from 2022

Net Income

Up

$7,030

Up $179 (+2.6%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2017: $549,699Liabilities 2017: $0Net Assets 2017: $549,6992017Assets 2018: $612,378Liabilities 2018: $0Net Assets 2018: $612,3782018Assets 2019: $683,215Liabilities 2019: $0Net Assets 2019: $683,2152019Assets 2020: $699,151Liabilities 2020: $0Net Assets 2020: $699,1512020Assets 2021: $853,751Liabilities 2021: $0Net Assets 2021: $853,7512021Assets 2022: $769,333Liabilities 2022: $0Net Assets 2022: $769,3332022Assets 2023: $832,648Liabilities 2023: $0Net Assets 2023: $832,6482023Assets 2024: $905,868Liabilities 2024: $0Net Assets 2024: $905,8682024

Highlighted filing

2023

Assets$832,648
Liabilities$0
Net Assets$832,648

Operations Trend

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

$100K$50K$0Revenue 2017: $88,268Expenses 2017: $14,931Net Income 2017: $73,3372017Revenue 2018: $80,010Expenses 2018: $17,331Net Income 2018: $62,6792018Revenue 2019: $77,707Expenses 2019: $26,257Net Income 2019: $51,4502019Revenue 2020: $30,523Expenses 2020: $17,276Net Income 2020: $13,2472020Revenue 2021: $45,258Expenses 2021: $33,454Net Income 2021: $11,8042021Revenue 2022: $26,927Expenses 2022: $20,076Net Income 2022: $6,8512022Revenue 2023: $31,901Expenses 2023: $24,871Net Income 2023: $7,0302023Revenue 2024: $27,788Expenses 2024: $16,209Net Income 2024: $11,5792024

Highlighted filing

2023

Revenue$31,901
Expenses$24,871
Net Income$7,030
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 8, 2024
Return Version
2022v5.0
Gross Receipts
$31,901
Mission and Program Overview

Mission

Gives aid to widows, orphans, the sick, and the poor.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$667,828$729,238▲ $61,410
Cash and Non-Interest-Bearing Accounts$9,542$7,214▼ $2,328
Savings and Temporary Cash Investments$34$34→ $0
Total Assets$769,333$832,648▲ $63,315
Other Assets Total$91,929$96,162▲ $4,233
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$759,042$825,400▲ $66,358
Net Assets Without Donor Restrictions$10,291$7,248▼ $3,043
Total Net Assets Fund Balance$769,333$832,648▲ $63,315
Total Liabilities and Net Assets / Fund Balance$769,333$832,648▲ $63,315

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$96,162--
Other Securities$729,238--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$589,053$750▲ $4,233-$594,036
2021$593,265$1,050▼ $5,262-$589,053
2020$581,354$3,000▲ $8,911-$593,265
2019$572,156$6,600▲ $2,598-$581,354
2018$532,549$4,577▲ $35,030-$572,156
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian HamikDirector
Dan WellsDirector
Don FernedingDirector
Fr John RooneyDirector
James KorthDirector
Mark BorytskyDirector
Mitchell LoweryDirector
Neil PfeiferDirector
Ray GuggenbergerDirector
Rob OstdiekDirector
Tony SwansonDirector
Matt RichardsonPast State D
Mike ShaefferSecretary
Bob WolfState Deputy
Don HypseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,180
Program Service Revenue
$0
Investment Income
$16,488
Other Revenue
$4,233
All Other Contributions
$11,180
Change in Net Assets
$7,030

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,901
Revenue Not Reported on Form 990
$56,285
Total Revenue per Audited Statements
$88,186
Total Revenue per Form 990
$31,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,371
Grants and Similar Amounts Paid$5,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$10,333--$10,333
Grants to Domestic Orgs$5,500--$5,500
Fees for Services Accounting-$4,300-$4,300
Office Expenses-$1,174-$1,174
Advertising-$325-$325
Other Expenses$1,779$146-$146
Total Functional Expenses$17,612$7,259$0$24,871

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,871
Total Expenses per Audited Statements$24,871
Total Expenses per Form 990$24,871
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
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
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

The organization engages a cpa firm to prepare the form 990. The completed form 990 is reviewed by the organization's treasurer and approved by the board before it is filed.

Form 990, Page 6, Part VI, Line 19

Upon request to the foundation, the foundation will provide it's governing documents and annual financial statements.

Filing and Contact Details

Filer

Filer Name
Nebraska State Council
EIN
81-0710030
Phone
4023803513
Address
C/O MATT RICHARDSON 2621 SW 19TH ST, LINCOLN, NE 68522

Signing Officer

Name
Matt Richardson
Title
Past State Deputy
Phone
4023803513
Signed
2024-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Richardson
Formed
2015
Legal Domicile
Ne
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Dana F Cole & Company Llp
Address
1248 O ST STE 500, LINCOLN, NE 68508-1424
Preparer
Ryan Bruns
Phone
4024799300
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

The state officers and directors approves the audited financial statements and form 990. This process has not changed from the prior year.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The primary purpose of this fund is to serve as an endowment fund to receive donor contributions, from the general public, which are invested in perpetuity. The foundation's investment income and earnings are available to be used to provide grants to charitable projects and for other good works.

Schedule D, Page 3, Part X

The foundation has adopted the provisions of fasb asc 740-10, "accounting for uncertain tax positions." the foundation continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. The foundation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that would be material to the financial statements.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CHANGE IN CASH VALUE OF LIFE INS 45,510 MISCELLANEOUS INCOME 1,145
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt086393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015890
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014900
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt079268
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04233
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-4737
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt09206
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02923
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt035030
IRS990ScheduleA/OtherIncome170Grp/TotalAmt046655
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40690
IRS990ScheduleA/PublicSupportPY170Pct00.37600
IRS990ScheduleA/PublicSupportTotal170Amt086393
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027777
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt086393
IRS990ScheduleA/TotalSupportAmt0212316
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0589053
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0750
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0594036
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04233
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0593265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0589053
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5262
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0581354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0593265
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08911
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0572156
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0581354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02598
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0532549
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04577
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0572156
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035030
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt024871
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt056285
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt096162
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0729238
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt056285
IRS990ScheduleD/RevenueSubtotalAmt031901
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY PURPOSE OF THIS FUND IS TO SERVE AS AN ENDOWMENT FUND TO RECEIVE DONOR CONTRIBUTIONS, FROM THE GENERAL PUBLIC, WHICH ARE INVESTED IN PERPETUITY. THE FOUNDATION'S INVESTMENT INCOME AND EARNINGS ARE AVAILABLE TO BE USED TO PROVIDE GRANTS TO CHARITABLE PROJECTS AND FOR OTHER GOOD WORKS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10, "ACCOUNTING FOR UNCERTAIN TAX POSITIONS." THE FOUNDATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueOtherAssetsAmt096162
IRS990ScheduleD/TotalBookValueSecuritiesAmt0729238
IRS990ScheduleD/TotalExpensesPerForm990Amt024871
IRS990ScheduleD/TotalRevenuePerForm990Amt031901
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt088186
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024871
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES A CPA FIRM TO PREPARE THE FORM 990. THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S TREASURER AND APPROVED BY THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST TO THE FOUNDATION, THE FOUNDATION WILL PROVIDE IT'S GOVERNING DOCUMENTS AND ANNUAL FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE STATE OFFICERS AND DIRECTORS APPROVES THE AUDITED FINANCIAL STATEMENTS AND FORM 990. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 12, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KNIGHTS OF COLUMBUS NEBRASKA STATE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237380798
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C8
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02621 SW 19TH ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LINCOLN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd068522
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0769333
IRS990/TotalAssetsEOYAmt0832648
IRS990/TotalAssetsGrp/BOYAmt0769333
IRS990/TotalAssetsGrp/EOYAmt0832648

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