2012-11-12T14:07:08-06:00 2012-06-30 470677245 HBE BECKER MEYER LOVE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2011-07-01 470769903 NEBRASKA COMMUNITY FOUNDATION NEBR 4023237330 PO BOX 83107 LINCOLN NE 685013107 JEFFREY G YOST 4023237330 2012-11-05 0 PATRICK A MEYER CPA CFE P00283870 4024234343 2012-11-05 2011 2016-02-24 21:20:13Z JEFFREY G YOST PO BOX 83107 LINCOLN NE 685013107 33911239 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. 17 17 28 1800 0 0 25052988 32111156 818525 894882 219725 188652 6368068 716549 32459306 33911239 169854 172231 0 0 1699753 1608544 0 39530 208325 18164952 22640521 20034559 24460826 12424747 9450413 69492934 78664829 1866627 1588109 67626307 77076720 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 22843860 172231 894882 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 221 AFFILIATED FUNDS BENEFITTING 235 COMMUNITIES AND 49 NONPROFIT ORGANIZATIONS ACROSS NEBRASKA. 22843860 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 147 0 1 28 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 17 17 0 0 1 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 SHANNON HARNER 4.00 X X 0 0 0 BRANDON DAY 3.00 X X 0 0 0 DENNIS STARA 2.00 X X 0 0 0 RICHARD WALTER 2.00 X X 0 0 0 BRIAN THOMPSON 2.00 X 0 0 0 DOUG BEREUTER 1.00 X 0 0 0 KC BELITZ 1.00 X 0 0 0 JUDY BROCKMEIER 1.00 X 0 0 0 CASEY GARRIGAN 1.00 X 0 0 0 JUDY PARKS 1.00 X 0 0 0 JUDITH SCHERER CONNEALY 1.00 X 0 0 0 JOE FERGUSON 1.00 X 0 0 0 RAY WELSH 1.00 X 0 0 0 FE PETE PETERSON 1.00 X 0 0 0 SUSAN UGAI 1.00 X 0 0 0 LORI PANKONIN 1.00 X 0 0 0 JANET KROTTER CHVALA 1.00 X 0 0 0 JON SCHMADERER 1.00 X 0 0 0 SARA COFFEE RADIL 1.00 X 0 0 0 KURT F TJADEN 1.00 X 0 0 0 JEFFREY G YOST 52.00 X 130656 0 36166 DIANE M WILSON 58.00 X 118850 0 14997 249506 0 51163 2 0 1 0 HEADWATERS CORPORATION 4111 4TH AVE STE 6 KEARNEY NE 68845 ENVIRONMENTAL PROGRAM MANAGEMENT 1970394 EA ENGINEERING SCIENCE AND TECHNOLOGY I 221 SUN VALLEY BLVD SUITE D LINCOLN NE 68528 WATER QUALITY MANAGEMENT 426121 TETRA TECH DIVISIONS 3801 AUTOMATION WAY STE 100 FORT COLLINS CO 80525 ENVIRONMENTAL MANAGEMENT/ENHANCEMENT 382599 AYRES ASSOCIATES INC 3665 JFK PARKWAY BLG 2 STE 200 FORT COLLINS CO 80525 ENVIRONMENTAL MANAGEMENT/ENHANCEMENT 368082 THE FLATWATER GROUP 8200 CODY DR STE A LINCOLN NE 685129550 ENVIRONMENTAL CONSULTING 354958 17 12660425 19450731 1458430 32111156 SVCS FOR AFFIL. FUNDS 900099 894882 894882 894882 188652 188652 UNREAL & REALIZED GAIN 900099 774873 774873 ACTUARIAL LOSS 900099 -58324 -58324 716549 33911239 894882 0 905201 X 172231 172231 304521 164712 89969 49840 1012464 821901 113349 77214 36280 28434 4632 3214 162999 127150 21991 13858 92280 70084 13665 8531 10022 3744 6278 16620 725 15895 39530 39530 57239 57239 41787 29217 8780 3790 113742 113742 45852 29175 15315 1362 46350 37657 8693 76999 56570 14323 6106 68971 59211 4880 4880 140240 70637 69603 1098 1098 19892 2843 17049 57218 34785 22433 SEE SCHEDULE O 20558223 20558223 ADMINISTRATIVE FEES 894618 894618 CONTRACT PAYMENTS 322793 322793 DEVELOPMENT 69469 69469 99388 70557 28831 24460826 22843860 1408641 208325 1056799 7641476 24425211 21825713 35813 0 168524 99114 81248 69410 42965304 48219900 1000 2 927559 908328 69492934 78664829 46727 48368 696352 292658 34713 21693 1088835 1225390 1866627 1588109 X 48863315 54788701 18204298 20725470 558694 1562549 67626307 77076720 69492934 78664829 9450413 0 X X 0 1 1 X 1 1 X 22278100 26578806 25672621 25052988 32111156 131693671 22278100 26578806 25672621 25052988 32111156 131693671 9096743 122596928 307824 304961 154202 219725 188652 1175364 132869035 3636060 0.92270 0.92550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400 400 24460426 24460826 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 2413 653 400 3466 250000 250000 250000 750000 1125000 42 4 7757787 1125 4261491 53304 18342166 1543981 1 1 34918975 5438669 698075 723245 377063 39955411 28568683 1869485 5733253 921507 330939 34918975 22777946 4656784 2597489 1184958 278578 28568683 21700574 4267576 -2382582 588361 219261 22777946 0.00930 0.98840 0.00230 0 0 10042 1949 8093 158482 97165 61317 69410 CHARITABLE GIFT ANNUITY LIABILITY 1225390 1225390 33911239 24460826 9450413 9450413 34428006 1110381 1110381 33317625 593614 593614 33911239 23813815 29320 29320 23784495 676331 676331 24460826 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS AT THE FOUNDATION WILL BE USED TO BUILD STRONG, PROSPEROUS COMMUNITIES AND CHARITABLE ORGANIZATIONS THROUGHOUT NEBRASKA. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012, THE FOUNDATION HAD NO TAX LIABILITY ON UNRELATED BUSINESS ACTIVITY. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSISTIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF THE CONSOLIDATED, CONTROLLED ORGANIZATION 41,781. REVENUE RECOGNIZED FOR BOOKS ON DISSOLUTION OF AGENCY FUND 1,068,600. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE ELIMINATED FOR CONSOLIDATED FINANCIAL STATEMENTS 61,760. REVENUE OF AGENCY FUNDS 531,854. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF THE CONSOLIDATED, CONTROLLED ORGANIZATION 29,320. PART XIII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES ELIMINATED FOR CONSOLIDATED FINANCIAL STATEMENTS 61,760. EXPENSES OF AGENCY FUNDS 614,571. X X X X 1 THOMAS A WRIGHT 7420 W CENTER ST MILWAUKEE WI 53210 NORFOLK VETERANS HOME HEROES PARK 0 370401 39530 330871 370401 39530 330871 NE SCHEDULE G, PART I, LINE 2B(IV) AND (VI): FUNDRAISER CONTRACTED WITH AND WAS PAID BY THE FOUNDATION AS FISCAL AGENT FOR THIS PROJECT TO RAISE MONEY FOR A PARK ON THE GROUNDS OF A STATE-OWNED VETERANS HOME. HOWEVER, SHORTLY AFTER ENTERING INTO THE CONTRACT, THE ENTITY RESPONSIBLE FOR THIS CAPITAL PROJECT, THE NORFOLK VETERANS HOME FOUNDATION, INC., OBTAINED ITS 501(C)(3) STATUS AND CONTRIBUTIONS SOLICITED THEREAFTER WENT TO THAT ORGANIZATION. THE DOLLAR AMOUNT OF CONTRIBUTIONS RAISED AS SHOWN ON SCHEDULE G, PART I, LINE 2(B)(IV) AND (VI) INCLUDES AMOUNTS RECEIVED BY THE FOUNDATION AND BY THE NORFOLK VETERANS HOME FOUNDATION, INC. 1 COLLEGE SCHOLARSHIPS FOR NEBRASKA STUDENTS 153 172231 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 130656 0 0 0 0 0 6885 0 29281 0 166822 0 0 0 X 7 899817 QUOTED MARKET PRICES X 2 10908 APPRAISAL X AG COMMODITIES 87 293881 QUOTED MARKET PRICES X ROYALTY INTERESTS 1 253825 CASH FLOW MULTIPLE 1 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF NEBRASKA COMMUNITY FOUNDATION WERE AMENDED IN JUNE 2012 TO INCREASE THE MAXIMUM NUMBER OF DIRECTORS. 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. 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 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. 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 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 NO TRANSACTIONS EXCEEDING 50000 C NO TRANSACTIONS EXCEEDING 50000 K NO TRANSACTIONS EXCEEDING 50000 P