UNIVERSITY OF NEBRASKA FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NEBRASKA FOUNDATION (EIN 47-0379839)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-01
- IRS object ID
- 202501219349302265
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T13:37:39+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O Street Ste 1040 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470379839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NEBRASKA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4024581100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 82555 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY K WILHELM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4024581100 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristin Tynon | PreparerPersonNm |
| PTIN | P01063388 | PTIN |
| Phone | 4024737600 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROY K WILHELM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 LINCOLN MALL STE 300 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,370,032,912 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF NEBRASKA FOUNDATION GROWS RELATIONSHIPS AND RESOURCES THAT ENABLE THE UNIVERSITY OF NEBRASKA TO CHANGE LIVES AND SAVE LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 302 | TotalEmployeeCnt |
| Total Volunteers | 435 | TotalVolunteersCnt |
| Total Gross UBI | $69,389 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $280,164,046 | PYContributionsGrantsAmt |
| CY Contributions Grants | $279,616,027 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $132,672,354 | PYInvestmentIncomeAmt |
| CY Investment Income | $71,416,369 | CYInvestmentIncomeAmt |
| PY Other Revenue | $188,860 | PYOtherRevenueAmt |
| CY Other Revenue | $1,489,099 | CYOtherRevenueAmt |
| PY Total Revenue | $413,025,260 | PYTotalRevenueAmt |
| CY Total Revenue | $352,521,495 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $287,827,175 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $292,269,115 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,029,804 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,131,720 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $200,167 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $667,279 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $26,847,667 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,489,457 | PYOtherExpensesAmt |
| CY Other Expenses | $21,423,389 | CYOtherExpensesAmt |
| PY Total Expenses | $338,546,603 | PYTotalExpensesAmt |
| CY Total Expenses | $345,491,503 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $74,478,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,029,992 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,243,311,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,588,896,895 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $456,325,529 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $490,908,509 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,786,985,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,097,988,386 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF NEBRASKA FOUNDATION GROWS RELATIONSHIPS AND RESOURCES THAT ENABLE THE UNIVERSITY OF NEBRASKA TO CHANGE LIVES AND SAVE LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $292,269,115 | ExpenseAmt |
| Grant | $292,269,115 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE UNIVERSITY OF NEBRASKA FOUNDATION RAISES AND MANAGES PRIVATE FINANCIAL SUPPORT FROM INDIVIDUALS, CORPORATIONS AND OTHER FOUNDATIONS FOR THE BENEFIT OF THE UNIVERSITY OF NEBRASKA. | Desc |
| Total Program Service Expenses | $292,269,115 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 302 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROY K WILHELM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4024581100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 LINCOLN MALL SUITE 300 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANGIE MUHLEISEN | ||||||||
| BOARD CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN F HASTINGS | ||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $633,958 | $0 | $114,226 | |
| JANE E MILLER | ||||||||
| BOARD CHAIR ELECT | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE HUBBARD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAREY HAMILTON | ||||||||
| DIRECTOR END 9/23 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DON VOELTE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY OSTERGARD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| IVAN GILREATH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J SCOTT NELSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JULIE JACOBSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LORI DRUSE | ||||||||
| DIRECTOR BEG 9/23 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL M MENDLIK | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA MASSEY | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE W SELINE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN THADEN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TED HARRIS | ||||||||
| DIRECTOR BEG 9/23 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS H WARREN SR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D JACKMAN | ||||||||
| DIRECTOR END 9/23 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM LESTER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHET A POEHLING | ||||||||
| ASSOC GENERAL COUNSEL, ASST CO | 40.0 | 0.0 | Yes (X) | $98,093 | $0 | $43,028 | ||
| KEITH D MILES | ||||||||
| SVP, GENERAL COUNSEL, CORP SEC | 40.0 | 5.0 | Yes (X) | $257,835 | $0 | $52,318 | ||
| TROY K WILHELM | ||||||||
| CFO & TREASURER | 40.0 | 0.0 | Yes (X) | $325,706 | $0 | $41,512 | ||
| AMY VOLK | ||||||||
| SVP, UNMC DEVELOPMENT | 40.0 | 0.0 | $300,363 | $0 | $56,326 | Yes (X) | ||
| BRIAN NEALE | ||||||||
| CHIEF INVESTMENT OFFICER | 40.0 | 0.0 | $547,272 | $0 | $65,418 | Yes (X) | ||
| LAUREN MILTENBERGER | ||||||||
| VP UNO ADVANCEMENT | 40.0 | 0.0 | $257,418 | $0 | $20,972 | Yes (X) | ||
| LORI BYRNE | ||||||||
| EVP, DEVELOPMENT | 40.0 | 0.0 | $397,515 | $0 | $59,715 | Yes (X) | ||
| NICK LINDE | ||||||||
| VP ADVANCEMENT | 40.0 | 0.0 | $227,196 | $0 | $21,682 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,045,356 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $475,197 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNION BANK & TRUST COMPANY | |||||
| 1801 PINE LAKE ROAD | LINCOLN | NE | 68512 | INVESTMENT MANAGEMENT | $529,591 |
| LEGENDS SALES & MARKETING LLC | |||||
| 610 BROADWAY SUITE 2400 | NEW YORK | NY | 10006 | FUNDRAISING | $452,888 |
| HARDING LOEVNER | |||||
| 400 CROSSING BLVD 4TH FLOOR | BRIDGEWATER | NJ | 08807 | INVESTMENT MANAGEMENT | $322,546 |
| DIFFSTRAT COMPANIES INC | |||||
| 3950 RIVER RIDGE DRIVE NE STE A | CEDAR RAPIDS | IA | 52402 | CAMPAIGN CONSULTING | $225,735 |
| ZURI GROUP LLC | |||||
| 601 NW HARMON BLVD SUITE 8 | BEND | OR | 97703 | BUSINESS PROCESS & SYSTEM CONSULTING | $219,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $141,855 | RelatedOrganizationsAmt |
| All Other Contributions | $279,474,172 | AllOtherContributionsAmt |
| Noncash Contributions | $53,366,660 | NoncashContributionsAmt |
| Total Contributions | $279,616,027 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,858,955 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $44,938 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,814,017 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,424 | TotalRevenueColumnAmt |
| Exclusion | $39,424 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $200,055 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $135,566 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,489 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,489 | TotalRevenueColumnAmt |
| Exclusion | $64,489 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,047,897,223 | SecuritiesAmt |
| Other | $36,042 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,017,375,851 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,521,372 | SecuritiesAmt |
| Other | $36,042 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,557,414 | TotalRevenueColumnAmt |
| Exclusion | $30,557,414 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $1,360,735 | $1,360,735 | |
| UNIVERSITY MAGAZINE | 511120 | $24,451 | $24,451 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,385,186 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $352,521,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $69,389 | UnrelatedBusinessRevenueAmt |
| Exclusion | $72,836,079 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,269,115 | TotalAmt |
| Program Services | $292,269,115 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,365,733 | TotalAmt |
| Management And General | $1,097,591 | ManagementAndGeneralAmt |
| Fundraising | $268,142 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,873,391 | TotalAmt |
| Management And General | $7,652,892 | ManagementAndGeneralAmt |
| Fundraising | $15,220,499 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,199,279 | TotalAmt |
| Management And General | $810,032 | ManagementAndGeneralAmt |
| Fundraising | $1,389,247 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,014,747 | TotalAmt |
| Management And General | $1,065,620 | ManagementAndGeneralAmt |
| Fundraising | $1,949,127 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,678,570 | TotalAmt |
| Management And General | $610,386 | ManagementAndGeneralAmt |
| Fundraising | $1,068,184 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,064 | TotalAmt |
| Management And General | $420,064 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,744 | TotalAmt |
| Management And General | $211,744 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,797 | TotalAmt |
| Management And General | $133,797 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,279 | TotalAmt |
| Fundraising | $667,279 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,702,427 | TotalAmt |
| Management And General | $9,702,427 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,395 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $146,395 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,232,751 | TotalAmt |
| Fundraising | $2,232,751 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,970 | TotalAmt |
| Management And General | $109,780 | ManagementAndGeneralAmt |
| Fundraising | $171,190 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,125 | TotalAmt |
| Management And General | $32,465 | ManagementAndGeneralAmt |
| Fundraising | $50,660 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,130,283 | TotalAmt |
| Management And General | $831,999 | ManagementAndGeneralAmt |
| Fundraising | $1,298,284 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,836 | TotalAmt |
| Management And General | $263,563 | ManagementAndGeneralAmt |
| Fundraising | $411,273 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,004 | TotalAmt |
| Management And General | $231,212 | ManagementAndGeneralAmt |
| Fundraising | $360,792 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,892 | TotalAmt |
| Management And General | $185,863 | ManagementAndGeneralAmt |
| Fundraising | $290,029 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,586 | TotalAmt |
| Management And General | $99,431 | ManagementAndGeneralAmt |
| Fundraising | $155,155 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PAID TO BENEFICIARIES | $2,274,614 | $2,274,614 | |
| DUES & SUBSCRIPTIONS | $813,814 | $317,842 | $495,972 |
| REPAIRS & MAINTENANCE | $663,562 | $259,159 | $404,403 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,525 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $64,240 | ManagementAndGeneralAmt |
| Fundraising | $268,285 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,491,503 | TotalAmt |
| Program Services | $292,269,115 | ProgramServicesAmt |
| Management And General | $26,374,721 | ManagementAndGeneralAmt |
| Fundraising | $26,847,667 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,841,019 | BOYAmt |
| EOY | $60,809,825 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,632,936 | BOYAmt |
| EOY | $159,353,198 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,622,228 | BOYAmt |
| EOY | $213,394,552 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,467 | BOYAmt |
| EOY | $2,923,315 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,895,190 | BOYAmt |
| EOY | $2,939,604 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,530 | BOYAmt |
| EOY | $508,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,588,747 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,925,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,995,138 | BOYAmt |
| EOY | $19,663,564 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,495,941 | BOYAmt |
| EOY | $902,021,727 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,399,478 | BOYAmt |
| EOY | $2,210,716,389 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,561,443 | BOYAmt |
| EOY | $16,566,424 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,243,311,370 | BOYAmt |
| EOY | $3,588,896,895 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,172,194 | BOYAmt |
| EOY | $9,251,748 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,180,948 | BOYAmt |
| EOY | $24,555,490 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,972,387 | BOYAmt |
| EOY | $457,101,271 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,325,529 | BOYAmt |
| EOY | $490,908,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,728,679 | BOYAmt |
| EOY | $121,136,824 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,668,257,162 | BOYAmt |
| EOY | $2,976,851,562 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,786,985,841 | BOYAmt |
| EOY | $3,097,988,386 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,243,311,370 | BOYAmt |
| EOY | $3,588,896,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,029,992 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $303,526,373 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $446,180 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $244,889,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $260,888,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,453,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $280,164,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $279,616,027 | CurrentTaxYearAmt |
| Total | $1,383,011,899 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $244,889,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $260,888,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,453,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $280,164,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $279,616,027 | CurrentTaxYearAmt |
| Total | $1,383,011,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $116,101,417 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,266,910,482 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,958,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,069,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,188,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,090,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,053,496 | CurrentTaxYearAmt |
| Total | $228,360,395 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $411,730 | CurrentTaxYearMinus1YearAmt |
| Total | $411,730 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,360,735 | CurrentTaxYearAmt |
| Total | $1,360,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,613,144,759 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7854 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7737 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 1360735.0, COLUMN F - 1360735.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $66,670 | RevenuesIncludedAmt |
| Assets Included | $1,880,108 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,898,454,148 | BeginningYearBalanceAmt |
| Contributions | $86,823,592 | ContributionsAmt |
| Investment Earnings Or Losses | $253,442,814 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $77,304,453 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,161,416,101 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,722,872,555 | BeginningYearBalanceAmt |
| Contributions | $95,326,611 | ContributionsAmt |
| Investment Earnings Or Losses | $155,516,837 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $75,261,855 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,898,454,148 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,903,834,571 | BeginningYearBalanceAmt |
| Contributions | $68,310,318 | ContributionsAmt |
| Investment Earnings Or Losses | -$176,606,903 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $72,665,431 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,722,872,555 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,395,834,767 | BeginningYearBalanceAmt |
| Contributions | $54,897,809 | ContributionsAmt |
| Investment Earnings Or Losses | $516,114,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $63,012,005 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,903,834,571 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,435,753,475 | BeginningYearBalanceAmt |
| Contributions | $61,080,788 | ContributionsAmt |
| Investment Earnings Or Losses | -$41,339,929 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $59,659,567 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,395,834,767 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1821 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.8179 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $14,395,237 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $106,718 | OtherCostOrOtherBasisAmt |
| Book Value | $14,501,955 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $562,886 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,723,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $852,887 | DepreciationAmt |
| Book Value | $1,433,059 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,103,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,588,456 | DepreciationAmt |
| Book Value | $2,515,253 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,697,137 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,483,840 | DepreciationAmt |
| Book Value | $1,213,297 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,663,564 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $529,259,014 | F |
| COMMINGLED FUND - PUBLIC EQUITY | $491,865,284 | F |
| HEDGE FUNDS | $1,165,224 | F |
| INDEX FUND - PUBLIC EQUITY | $1,119,835,590 | F |
| OTHER SECURITIES | $4,286,417 | F |
| GOVERNMENT SECURITIES | $64,304,860 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,210,716,389 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED ANNUITIES PAYABLE | $14,985,963 |
| DEPOSITS HELD IN CUSTODY | $431,582,955 |
| OPERATING LEASE LIABILITY | $10,532,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $457,101,271 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE COLLECTIONS INCLUDES WORKS OF ART, BOOKS, POEMS, AND OTHER HISTORICAL TREASURES HOUSED AT VARIOUS CENTERS AND MUSEUMS AT THE UNIVERSITY OF NEBRASKA'S CAMPUSES. THESE COLLECTIONS FURTHER EXPAND THE EDUCATIONAL EXPERIENCES OF THE STUDENTS AT THE INSTITUTION. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE UNIVERSITY OF NEBRASKA. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. SUCH TAX POSITIONS, WHICH ARE MORE THAN 50% LIKELY OF BEING REALIZED, ARE MEASURED AT THEIR HIGHEST VALUE. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. DURING FISCAL YEARS 2024 AND 2023, MANAGEMENT DETERMINED THERE ARE NO INCOME TAX POSITIONS REQUIRING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | 24 | Investments | $317,134,524 |
| Europe (Including Iceland and Greenland) | 6 | Investments | $44,760,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 30 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Subtotal Spent | $361,894,985 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $361,894,985 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGENDS SALES & MARKETING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 BROADWAY SUITE 2400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $14,305 | GrossReceiptsAmt |
| Retained By Contractor | $667,279 | RetainedByContractorAmt |
| Net To Organization | -$652,974 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $14,305 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $667,279 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$652,974 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Nebraska | ||||||||||
| 3835 Holdrege Street | Lincoln | NE | 68588 | 470049123 | 501(c)3 | $285,980,039 | $263,831 | FMV/Appraisal | Items donated for University use | University Support |
| The Alumni Association of the University of Nebraska - Lincoln | ||||||||||
| 1520 R Street | Lincoln | NE | 68508 | 470378980 | 501(c)3 | $368,000 | Alumni Association Support | |||
| UNMC Alumni Association | ||||||||||
| 985200 NE Med Cir | Omaha | NE | 68198 | 270733750 | 501(c)3 | $230,000 | Alumni Association Support | |||
| Nebraska Medicine | ||||||||||
| 987400 NE Med Ctr | Omaha | NE | 68198 | 813158267 | 501(c)3 | $5,422,245 | Program Support | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE PAID UPON SUBMISSION OF REQUEST FOR SAID FUNDS AFTER THE EXPENSES ARE INCURRED AT THE IRC SECTION 501(C)(3) AFFILIATED ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN F HASTINGS | ||||||||||||||
| PRESIDENT & CEO | $513,462 | $0 | $64,894 | $0 | $55,602 | $0 | $87,511 | $0 | $26,715 | $0 | $748,184 | $0 | $41,000 | $0 |
| TROY K WILHELM | ||||||||||||||
| CFO & TREASURER | $317,384 | $0 | $7,961 | $0 | $361 | $0 | $32,323 | $0 | $9,189 | $0 | $367,218 | $0 | $0 | $0 |
| KEITH D MILES | ||||||||||||||
| SVP, GENERAL COUNSEL, CORP SEC | $242,043 | $0 | $6,306 | $0 | $9,486 | $0 | $25,603 | $0 | $26,715 | $0 | $310,153 | $0 | $0 | $0 |
| LORI BYRNE | ||||||||||||||
| EVP, DEVELOPMENT | $371,147 | $0 | $17,022 | $0 | $9,346 | $0 | $33,000 | $0 | $26,715 | $0 | $457,230 | $0 | $0 | $0 |
| BRIAN NEALE | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $349,733 | $0 | $197,363 | $0 | $176 | $0 | $33,000 | $0 | $32,418 | $0 | $612,690 | $0 | $0 | $0 |
| AMY VOLK | ||||||||||||||
| SVP, UNMC DEVELOPMENT | $283,568 | $0 | $13,473 | $0 | $3,322 | $0 | $29,611 | $0 | $26,715 | $0 | $356,689 | $0 | $0 | $0 |
| NICK LINDE | ||||||||||||||
| VP ADVANCEMENT | $217,138 | $0 | $9,921 | $0 | $137 | $0 | $21,682 | $0 | $0 | $0 | $248,878 | $0 | $0 | $0 |
| LAUREN MILTENBERGER | ||||||||||||||
| VP UNO ADVANCEMENT | $250,442 | $0 | $2,604 | $0 | $4,372 | $0 | $20,972 | $0 | $0 | $0 | $278,390 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | SOCIAL DUES FOR SELECTED EMPLOYEES ARE AVAILABLE BASED ON JOB RESPONSIBILITIES. THE SOCIAL DUES ARE INCLUDED IN TAXABLE INCOME FOR THOSE INDIVIDUALS. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | BRIAN HASTINGS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN WHICH HAD A DISTRIBUTION IN 2023 OF $41,000. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGIE MUHLEISEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SHAREHOLDER & DIRECTOR, UNION BANK & TRUST | RelationshipDescriptionTxt |
| Transaction | $563,332 | TransactionAmt |
| Transaction | INVESTMENT MANAGEMENT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Column (b) ANGIE MUHLEISEN | FormAndLineReferenceDesc |
| Explanation | MS. MUHLEISEN SERVES ON THE BOARD OF DIRECTORS FOR THE ORGANIZATION AND IS A SHAREHOLDER AND DIRECTOR OF UNION BANK & TRUST, WHICH PROVIDES ASSET MANAGEMENT SERVICES TO THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,670 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $50,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,950,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 372 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,053,619 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $134,651 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Net transfer value of insurance policies | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,027,563 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CROPS | 8 | $31,296 | Selling cost |
| Yes (X) | Equipment | 3 | $52,861 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 5 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I COLUMN B | AMOUNTS LISTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | THE ORGANIZATION USED BROKERS TO SELL STOCK GIFTS AND REAL ESTATE GIFTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a & 15B - PROCESS TO ESTABLISH COMPENSATION | MARKET DATA ON COMPENSATION IS GATHERED AND ANALYZED AND THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE. BASED ON THE DATA PROVIDED, THE COMPENSATION SUBCOMMITTEE SUBMITS RECOMMENDATIONS FOR COMPENSATION OF OFFICERS AND DISQUALIFIED PERSONS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, WITH THE AUTHORITY PROVIDED TO THEM BY THE BOARD OF DIRECTORS, APPROVES ALL DISQUALIFIED PERSON SALARIES AND REPORTS THE SALARIES TO THE BOARD. THIS PROCESS LAST OCCURRED IN FY 2024. |
| Form 990, Part VI, Line 2 DESCRIPTION OF BUSINESS RELATIONSHIP | THESE INDIVIDUALS BOTH SERVE ON THE BOARD OF DIRECTORS FOR ASSURITY. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | ANGIE MUHLEISEN & CAREY HAMILTON - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | TRUSTEES ARE CONSIDERED MEMBERS OF THE ENTITY. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | TRUSTEES ELECT THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | TRUSTEES HAVE THE ABILITY TO REMOVE ANY DIRECTOR, CHAIR, OR CHAIR ELECT OF THE BOARD. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE APPROVAL OF THE FORM 990 HAS BEEN DELEGATED BY THE BOARD OF DIRECTORS TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. THE FORM 990 WITH SCHEDULE B REDACTED IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ANNUAL COMPLETION OF THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS REQUIRED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. STATED DISCLOSURES ARE INVESTIGATED BY IN-HOUSE LEGAL COUNSEL AND REPORTED TO THE CHAIR OF THE AUDIT COMMITTEE. THE CHAIR REVIEWS ANY POTENTIAL CONFLICTS AND MAKES A RECOMMENDATION TO THE BOARD, IF APPROPRIATE. THE BOARD MAKES THE FINAL DETERMINATION OF WHETHER OR NOT THERE IS A DISQUALIFYING EVENT. AT ANY TIME, A BOARD MEMBER MAY RECUSE HIMSELF/HERSELF FROM THE DISCUSSION. INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY KNOWN OR POSSIBLE CONFLICTS THAT ARISE DURING THE YEAR. |
| Form 990, Part VI, Line 19 Required documents available to the public | AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 446180; |
| Schedule F, Part I, Line 3(f) | 364,289,807 VALUE OF INVESTMENTS (2,394,822) EXPENSE PAID TO MANAGERS ---------------- 361,894,985 TOTAL ON PART I, LINE 3(F) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| UNF INVESTMENTS LLC | |||||||||
| PO BOX 82555 | LINCOLN | NE | 68501 | 470795794 | BUSINESS DEV | NE | $149,670 | $2,761,843 | U OF NE FDN |
| Stumpf Peterson Pogue LLC | |||||||||
| PO BOX 82555 | LINCOLN | NE | 68501 | 470379839 | Land management | NE | $0 | $2,187,242 | U OF NE FDN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNF CHARITABLE GIFT FUND | ||||||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | 200288992 | CHAR. GIVING | NE | 501(c)(3) | 7 | U OF NE FDN | Yes (true) |
| UNIVERSITY OF NEBRASKA AT OMAHA ALUMNI ASSOCIATION | ||||||||||
| 2285 SO 67TH ST SUITE 200 | OMAHA | NE | 68106 | 476027511 | SUPPORTING ORG | NE | 501(c)(3) | Type III-FI | U OF NE FDN | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (55) | ||||
| CHARITABLE TRUST | NE | NA | Trust | Yes (true) |
| CHARITABLE LEAD TRUSTS (10) | ||||
| CHARITABLE TRUST | NE | NA | Trust | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF NEBRASKA AT OMAHA ALUMNI ASSOCIATION | ||
| Q | $194,282 | cash |
| UNF CHARITABLE GIFT FUND | ||
| C | $119,923 | cash |
| UNIVERSITY OF NEBRASKA AT OMAHA ALUMNI ASSOCIATION | ||
| O | $138,806 | CASH |