2014-10-28T14:43:52-05:00 2014-06-30 470677245 HBE BECKER MEYER LOVE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2013-07-01 470769903 NEBRASKA COMMUNITY FOUNDATION NEBR 4023237330 PO BOX 83107 LINCOLN NE 685013107 JEFFREY G YOST PRESIDENT & CHIEF EXEC OFFICER 4023237330 2014-10-15 0 PATRICK A MEYER CPA CFE P00283870 4024234343 2014-10-15 2013 2015-11-30 17:44:51Z JEFFREY G YOST PO BOX 83107 LINCOLN NE 685013107 52380423 0 X WWW.NEBCOMMFOUND.ORG X 1993 NE THE NEBRASKA COMMUNITY FOUNDATION USES THE TOOLS OF PHILANTHROPY, COMMUNITY DEVELOPMENT AND ECONOMIC DEVELOPMENT TO HELP COMMUNITIES HELP THEMSELVES. 18 18 22 2000 0 0 20714770 42502730 1039059 1223961 84443 60436 6125024 8397934 27963296 52185061 198678 216707 0 0 1485871 1463674 0 0 170722 20857915 35216809 22542464 36897190 5420832 15287871 83594921 98799218 1097369 1013795 82497552 97785423 X THE NEBRASKA COMMUNITY FOUNDATION USES THE TOOLS OF PHILANTHROPY, COMMUNITY DEVELOPMENT AND ECONOMIC DEVELOPMENT TO HELP COMMUNITIES HELP THEMSELVES. CONTINUED ON SCHEDULE ONCF CREATES A PATH TO GREATER PROSPERITY FOR ALL BY HELPING COMMUNITIES: - ENVISION A BETTER FUTURE - DEVELOP LOCAL LEADERSHIP AND TALENT - INSPIRE CHARITABLE GIVING AND GROW ENDOWMENTS - FUND COMMUNITY NEEDS AND OPPORTUNITIES - MANAGE FINANCIAL RESOURCES - BUILD AND LEVERAGE EVERY LOCAL ASSET 0 0 34967338 216707 1223961 LEADERSHIP DEVELOPMENT, CAPACITY-BUILDING, STRATEGIC PLANNING, ENDOWMENT-BUILDING AND EDUCATION IN SUPPORT OF COMMUNITY BETTERMENT FOR RURAL COMMUNITIES AND CHARITABLE ORGANIZATIONS THROUGHOUT NEBRASKA IS PROVIDED TO 222 AFFILIATED FUNDS BENEFITTING 255 COMMUNITIES AND 42 NONPROFIT ORGANIZATIONS ACROSS NEBRASKA. 34967338 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 137 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X DIANE M WILSON 4023237330 3833 SOUTH 14TH STREET LINCOLN NE 68502 BRANDON DAY CHAIR 4.00 X X 0 0 0 DENNIS STARA VICE CHAIR 3.00 X X 0 0 0 DOUG BEREUTER TREASURER 2.00 X X 0 0 0 JUDY BROCKMEIER SECRETARY 2.00 X X 0 0 0 SHANNON HARNER PAST CHAIR 1.00 X 0 0 0 KC BELITZ DIRECTOR 1.00 X 0 0 0 LORA DAMME DIRECTOR 1.00 X 0 0 0 JOE FERGUSON DIRECTOR 1.00 X 0 0 0 CASEY GARRIGAN DIRECTOR 1.00 X 0 0 0 LORI PANKONIN DIRECTOR 1.00 X 0 0 0 JUDY PARKS DIRECTOR 1.00 X 0 0 0 SARA COFFEE RADIL DIRECTOR 1.00 X 0 0 0 AL STEUTER DIRECTOR 1.00 X 0 0 0 BRIAN THOMPSON DIRECTOR 1.00 X 0 0 0 KURT F TJADEN DIRECTOR 1.00 X 0 0 0 RICHARD WALTER DIRECTOR 1.00 X 0 0 0 RAY WELSH DIRECTOR 1.00 X 0 0 0 GREG VASEK DIRECTOR 1.00 X 0 0 0 SANDI WENDELL DIRECTOR 1.00 X 0 0 0 LYNN ROPER DIRECTOR 1.00 X 0 0 0 JEFFREY G YOST PRESIDENT AND CEO 55.00 X 146748 0 37627 DIANE M WILSON COO/CFO 61.00 X 136100 0 16304 282848 0 53931 2 0 1 0 HEADWATERS CORPORATION 4111 4TH AVE STE 6 KEARNEY NE 68845 ENVIRONMENTAL PROGRAM MANAGEMENT 2084642 TETRA TECH DIVISIONS 3801 AUTOMATION WAY STE 100 FORT COLLINS CO 80525 ENVIRONMENTAL MANAGEMENT/ENHANCEMENT 719781 EA ENGINEERING SCIENCE AND TECHNOLOGY I PO BOX 23865 BALTIMORE MD 212035865 WATER QUALITY MONITORING 446569 T & F SAND AND GRAVEL INC 74748 T ROAD ELM CREEK NE 68836 ENVIRONMENTAL MANAGEMENT/ENHANCEMENT 378917 UNITED STATES GEOLOGICAL SURVEY MS 271 NATIONAL CENTER RESTON VA 20192 ENVIRONMENTAL MANAGEMENT/ENHANCEMENT 319469 15 185865 26184233 16132632 4561501 42502730 SVCS FOR AFFIL. FUNDS 900099 1223961 1223961 1223961 60436 60436 61865 61865 163289 185865 195362 -32073 -32073 UNREAL & REALIZED GAIN 900099 8433637 8433637 ACTUARIAL LOSS 900099 -65495 -65495 8368142 52185061 1223961 0 8458370 X 216707 216707 352436 207168 106657 38611 856969 665701 103044 88224 30693 23773 3506 3414 139044 100583 22558 15903 84532 62245 13782 8505 8288 6899 1389 18065 18065 73187 73187 43775 38152 3073 2550 85484 51681 30014 3789 46086 27766 18320 33114 12876 20238 79473 56864 15793 6816 34510 24326 7274 2910 64520 31146 33374 102 102 27148 5395 21753 58916 37473 21443 SEE SCHEDULE O 32801616 32801616 ADMINISTRATIVE FEES 1223725 1223725 CONTRACT PAYMENTS 366294 366294 DEVELOPMENT 185892 185892 66614 44781 21833 36897190 34967338 1759130 170722 5054209 3055675 20354161 22859325 41741 189645 97068 63925 92577 57462512 72120378 2 2 660112 629520 83594921 98799218 41427 44324 90926 0 8165 0 956851 969471 1097369 1013795 X 61754762 78500741 18958750 17330034 1784040 1954648 82497552 97785423 83594921 98799218 15287871 0 X X 0 1 X 1 1 1 X 25672621 25052988 32111156 20714770 42502730 146054265 25672621 25052988 32111156 20714770 42502730 146054265 2087349 143966916 154202 219725 188652 143389 122301 828269 146882534 4712131 0.98020 0.97400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200 200 36897190 36897390 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 653 400 200 200 1453 250000 250000 250000 250000 1000000 1500000 41 6 6703619 8585 2267777 58615 24699045 2687343 1 1 50390227 8085742 8246437 1209504 578342 64934560 39955411 6134314 6012301 1247171 464628 50390227 34918975 5438669 698075 723245 377063 39955411 28568683 1869485 5733253 921507 330939 34918975 22777946 4656784 2597489 1184958 278578 28568683 0.03410 0.91280 0.05310 0 0 13311 6964 6347 176334 90104 86230 92577 CHARITABLE GIFT ANNUITY LIABILITY 969471 969471 X 50836239 288529 288529 50547710 1637351 1637351 52185061 36685516 267337 267337 36418179 479011 479011 36897190 PART V, LINE 4: ENDOWMENT FUNDS AT THE FOUNDATION WILL BE USED TO BUILD STRONG, PROSPEROUS COMMUNITIES AND CHARITABLE ORGANIZATIONS THROUGHOUT NEBRASKA. PART X, LINE 2: NEBRASKA COMMUNITY FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEAR ENDED JUNE 30, 2014, THE FOUNDATION HAD NO TAX LIABILITY ON UNRELATED BUSINESS ACTIVITY. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF THE CONSOLIDATED, CONTROLLED ORGANIZATION 43,167. INTERFUND TRANSFER TO AGENCY FUND 50,000. FUNDRAISING EXPENSES NETTED IN REVENUE ON FORM 990 195,362. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE ELIMINATED FOR CONSOLIDATED FINANCIAL STATEMENTS 43,140. REVENUE OF AGENCY FUNDS 1,594,211. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF THE CONSOLIDATED, CONTROLLED ORGANIZATION 21,975. INTERFUND TRANSFER TO AGENCY FUND 50,000. FUNDRAISING EXPENSES NETTED IN REVENUE ON FORM 990 195,362. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES ELIMINATED FOR CONSOLIDATED FINANCIAL STATEMENTS 43,140. EXPENSES OF AGENCY FUNDS 435,871. DINNER & AUCTION 90325 49777 40548 4532 43007 DINNER & AUCTION 84077 48806 35271 42070 5 174752 87282 87470 900 6555 2250 96048 349154 185865 163289 900 11087 2250 181125 195362 -32073 1 COLLEGE SCHOLARSHIPS FOR NEBRASKA STUDENTS 167 216707 0 N/A N/A PART I, LINE 2: GRANTS TO INDIVIDUALS MADE BY THE FOUNDATION ARE IN THE FORM OF SCHOLARSHIPS, AS SET FORTH IN PART III TO THIS SCHEDULE. SCHOLARSHIP REPORTING FORMS ARE COMPLETED BY THE SCHOLARSHIP SELECTION COMMITTEE SETTING FORTH THE IDENTITY OF THE STUDENT RECEIVING THE SCHOLARSHIP AND THE COLLEGE OR UNIVERSITY THAT THE STUDENT WILL ATTEND. ALL SCHOLARSHIP PAYMENTS ARE MADE PAYABLE TO AND MAILED DIRECTLY TO THE EDUCATIONAL INSTITUTION RATHER THAN TO THE RECIPIENT. THE CHECK NOTES THE NAME OF THE RECIPIENT SO THAT THE EDUCATIONAL INSTITUTION CAN PROPERLY APPLY THE PAYMENT FOR ITS INTENDED PURPOSE. X X X X 0 0 0 0 0 0 0 0 0 JEFFREY G YOST PRESIDENT AND CEO 146748 0 0 0 0 0 0 0 37627 0 184375 0 0 0 DIANE M WILSON COO/CFO 136100 0 0 0 0 0 0 0 16304 0 152404 0 0 0 X 14 2004535 QUOTED MARKET PRICES X 2 3575250 APPRAISAL X AG COMMODITIE 50 403223 QUOTED MARKET PRICES X EVENT ITEMS 399 144011 FAIR MARKET VALUE 2 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION'S COO/CFO AND CONTROLLER PERFORM A THOROUGH REVIEW OF THE FORM 990 PREPARED BY THE CPA FIRM WHILE IT IS IN DRAFT FORM. THE COO/CFO REVIEWS THE RETURN WITH THE PRESIDENT/CEO. THE BOARD OF DIRECTORS HAS DELEGATED RESPONSIBILITY FOR REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE, WHICH HOLDS A MEETING TO WALK THROUGH THE FORM 990 WITH THE COO/CFO. A COPY OF THE COMPLETE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICERS, AND EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS AND ANY OTHER POTENTIAL CONFLICTS AND TAKES APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND MAKING RECOMMENDATIONS TO THE FULL BOARD RELATED TO THE COMPENSATION OF THE FOUNDATION'S OFFICERS. THE EXECUTIVE COMMITTEE SUMMARIZES CURRENT COMPENSATION AND PERFORMANCE OF THE OFFICERS; COMPILES COMPARABLE INFORMATION FOR EACH POSITION (USING BOTH NATIONAL SURVEY DATA AND REGIONAL INFORMATION FOR SIMILARLY-SITUATED ORGANIZATIONS); AND MAKES A RECOMMENDATION TO THE FULL BOARD REGARDING OFFICERS' COMPENSATION FOR THE UPCOMING YEAR. IN THE CURRENT YEAR, A COMPENSATION COMMITTEE WAS FORMED TO ASSIST WITH THIS PROCESS. THE BOARD OF DIRECTORS DISCUSSES THE RECOMMENDATION IN EXECUTIVE SESSION (I.E., WITHOUT OFFICERS OR STAFF PRESENT) AND TAKES ACTION TO ADOPT OFFICERS' COMPENSATION AMOUNTS. THE COMPENSATION DATA AND ACTION TAKEN IS DOCUMENTED IN WRITING. ALL MEMBERS OF THE EXECUTIVE COMMITTEE, COMPENSATION COMMITTEE, AND BOARD ARE INDEPENDENT AND FREE OF CONFLICTS OF INTEREST WITH REGARD TO OFFICERS' COMPENSATION. THIS PROCESS WAS USED FOR BOTH OFFICERS OF THE FOUNDATION, THE PRESIDENT/CEO AND THE CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER; THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES AS DEFINED FOR PURPOSES OF FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S ANNUAL REPORT, WHICH INCLUDES SUMMARY FINANCIAL INFORMATION, IS AVAILABLE ON THE FOUNDATION'S WEBSITE AND IS WIDELY DISTRIBUTED TO THE PUBLIC. THE GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICE. FORM 990, PART IX, LINE 24A: CHARITABLE DISTRIBUTIONS FOR AFFILIATED FUNDS. FORM 990, PART XI, LINE 1, ACCOUNTING METHOD: THE FOUNDATION USES THE MODIFIED CASH METHOD OF ACCOUNTING. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLATTE RIVER RECOVERY IMPLEMENTATION FOUNDATION PO BOX 83107 LINCOLN NE 685013107 262433808 LAND INTEREST HOLDING ENTITY TRUSTEE-PLATTE RIVER RECOVERY PROGRAM NE 501(C)(3) 170(B)(1) (A)(VI) N/A 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 NO TRANSACTIONS EXCEEDING 50000 L NO TRANSACTIONS EXCEEDING 50000 Q