2011-11-09T16:38:00-06:00 2010-12-31 HBE BECKER MEYER LOVE LLP 5944 VANDERVOORT DRIVE PO BOX 23110 LINCOLN NE 685423110 990 2010-01-01 470458128 LINCOLN COMMUNITY FOUNDATION INC LINC 4024742345 215 CENTENNIAL MALL SOUTH NO 100 LINCOLN NE 68508 SCOTT LAWSON 4024742345 2011-11-09 1 KRYSTAL L SIEBRANDT CPA CFE 4024234343 2010 2016-02-24 21:20:13Z BARBARA BARTLE 215 CENTENNIAL MALL SOUTH NO 100 LINCOLN NE 68508 15160562 0 X WWW.LCF.ORG X 1955 NE TO CARRY OUT CHARITABLE ACTIVITIES, PRIMARILY IN AND FOR THE BENEFIT OF THE COMMUNITY OF LINCOLN, NEBRASKA AND LANCASTER COUNTY, NEBRASKA. 17 17 18 5 0 0 1603086 546621 1123200 0 -6227244 967513 -154526 92361 -3655484 1606495 4320398 2059984 0 0 660711 738804 0 0 305205 1555400 873729 6536509 3672517 -10191993 -2066022 57386938 61762704 1490043 1522337 55896895 60240367 TO CARRY OUT CHARITABLE ACTIVITIES, PRIMARILY IN AND FOR THE BENEFIT OF THE COMMUNITY OF LINCOLN, NEBRASKA AND LANCASTER COUNTY, NEBRASKA. 0 0 2791342 2059984 82879 GRANTS AND ALLOCATIONS TO NON-PROFIT CHARITABLE ORGANIZATIONS. 2791342 1 1 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 16 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NE X X SCOTT LAWSON CFO 4024742345 215 CENTENNIAL MALL SOUTH STE 100 LINCOLN NE 68508 PATRICK BEANS 2.00 X X 0 0 0 CANDY HENNING 1.00 X X 0 0 0 SUE QUAMBUSCH 3.00 X X 0 0 0 CARL SJULIN 2.00 X X 0 0 0 JEFF PEETZ JAN-JULY 1.00 X 0 0 0 RON ECKLUND JAN-MAY 1.00 X 0 0 0 ORVILLE JONES JAN-MAY 1.00 X 0 0 0 LORI MCCLURG JAN-MAY 1.00 X 0 0 0 VANN PRICE JAN-MAY 1.00 X 0 0 0 DAVE LIVINGSTON 1.00 X 0 0 0 WILL SCOTT 1.00 X 0 0 0 LARRY SMALL 1.00 X 0 0 0 CORI VOKOUN 1.00 X 0 0 0 RICH BAILEY 1.00 X 0 0 0 HANK WOODS 1.00 X 0 0 0 JOHN BERGMEYER MAY-DEC 1.00 X 0 0 0 JUAN FRANCO MAY-DEC 1.00 X 0 0 0 JEFF JOHNSON MAY-DEC 1.00 X 0 0 0 ANGIE MUHLEISEN MAY-DEC 1.00 X 0 0 0 RICH VIERK MAY-DEC 1.00 X 0 0 0 NANCY WIEDERSPAN MAY-DEC 1.00 X 0 0 0 BILL OLSON MAY-DEC 1.00 X 0 0 0 BARBARA BARTLE FEB-DEC 40.00 X 120862 0 10677 PAULA METCALF JULY-DEC 40.00 X 62644 0 3452 SCOTT LAWSON JULY-DEC 40.00 X 46266 0 2917 SARAH PEETZ SEPT-DEC 40.00 X 36800 0 1756 TIMOTHY KEMPER 1 MONTH 40.00 X 12019 0 0 GRETCHEN THORNBURG JAN-APRIL 40.00 X 48689 0 1142 CYNTHIA DEVOE JAN-APRIL 40.00 X 73738 0 1274 401018 0 21218 1 0 0 0 0 546621 546621 976995 976995 278048 187552 90496 90496 90496 13357033 13366515 -9482 -9482 -9482 MISCELLANEOUS REVENUE 900099 1865 1865 1865 1606495 82879 0 976995 2059984 2059984 422236 141777 164260 116199 197187 88974 89481 18732 24615 1310 23083 222 38580 12416 16532 9632 56186 20760 23058 12368 57415 57415 8056 8056 42043 42043 64967 51974 12993 155403 13875 39305 102223 63707 14322 32167 17218 7790 2665 3316 1809 3207 321 2565 321 263941 250871 8507 4563 3821 3821 ANNUITY DISTRIBUTION 96853 96853 LIFE INSURANCE PREMIUM 73349 73349 EMPLOYEE EXPENSE 19440 4371 9872 5197 MEMBERSHIP DUES AND SUB 13398 5334 4336 3728 MISCELLANEOUS 339 339 3672517 2791342 575970 305205 -806200 -2269824 139430 5340057 121489 125842 113946 6584988 2167804 4624446 4417184 48452423 50612938 2240979 2287766 2614371 1134795 57386938 61762704 653989 682209 836054 840128 1490043 1522337 X 52949331 56967236 2947564 3273131 55896895 60240367 57386938 61762704 X -2066022 6409494 X X 0 1 1 X 0 X 5706929 20041839 4066846 1603086 546621 31965321 5706929 20041839 4066846 1603086 546621 31965321 22151753 9813568 1696244 1835975 1838099 1038382 976995 7385695 2617 64 161 11249 1865 15956 39366972 0.24930 0.43200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 212765 296600 3414617 1 1 48604136 261112 7077945 3044592 52898601 44208658 1670740 6373993 3649255 48604136 1.00000 0.00000 0.00000 0 0 641294 641294 5549225 2070654 3478571 394469 97150 297319 4417184 ANNUITIES AND TRUSTS PAYABLE 840128 840128 1606495 3672517 -2066022 6263769 145725 6409494 4343472 9019909 6263769 1149645 7413414 1606495 0 1606495 4676437 1003920 1003920 3672517 0 3672517 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS WILL BE USED TO FUND GRANTS TO NONPROFIT ORGANIZATIONS AND SCHOLARSHIPS TO DESERVING STUDENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: LINCOLN 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. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2010. THE ORGANIZATION BELEIVES 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 8 - OTHER ADJUSTMENTS: SPLIT INTEREST AGREEMENTS 145,001. ADJUSTMENT FOR AN INTERFUND TRANSFER BETWEEN LINCOLN 724. COMMUNITY FOUNDATION AND LINCOLN FOUNDATION DONOR DIRECTED DEPOSITORY PART XII, LINE 2D - OTHER ADJUSTMENTS: $742 - ADJUSTMENT FOR AN INTERFUND TRANSFER BETWEEN LINCOLN COMMUNITY FOUNDATION AND LINCOLN FOUNDATION DONOR DIRECTED DEPOSITORY $145,001 - SPLIT INTEREST AGREEMENTS $187,552 - RENTAL EXPENSES $816,368 - INTERNAL ADMINISTRATIVE FEE REVENUE PART XIII, LINE 2D - OTHER ADJUSTMENTS: $187,552 - RENTAL EXPENSES $816,368 - INTERNAL ADMINISTRATIVE FEE EXPENSE 1 AMERICAN RED CROSS-CORNHUSKER REGIONAL CHAPTER PO BOX 83267 LINCOLN NE 68501 470376573 501(C)(3) 8502 HAITI EARTHQUAKE RELIEF AND GENERAL SUPPORT BOYS AND GIRLS CLUB OF LINCOLNLANCASTER COUNTY PO BOX 22344 LINCOLN NE 68542 208677226 501(C)(3) 10000 POWER HOUR AFTER SCHOOL PROGRAM BRYANLGH COLLEGE OF HEALTH SCIENCES 5035 EVERETT STREET LINCOLN NE 68506 470712000 501(C)(3) 9000 SCHOLARSHIPS CAPITAL HUMANE SOCIETY 2320 PARK BLVD LINCOLN NE 68506 470376622 501(C)(3) 198613 CAPITAL CAMPAIGN CATHEDRAL OF THE RISEN CHRIST 3500 SHERIDAN BLVD LINCOLN NE 68506 470438599 501(C)(3) 5119 GENERAL SUPPORT CEDARS YOUTH SERVICES 6601 PIONEERS BLVD LINCOLN NE 68506 470551975 501(C)(3) 20585 GENERAL SUPPORT CENTENNIAL SCHOOL FOUNDATION 1301 CENTENNIAL AVE UTICA NE 68456 470498240 501(C)(3) 8324 SCHOLARSHIPS CENTERPOINTE 2633 P STREET LINCOLN NE 68503 470550702 501(C)(3) 10000 MENTAL HEALTH AND SUBSTANCE USE INTERVENTION PROGRAM CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION 8401 W DODGE RD STE 160 OMAHA NE 68114 476105603 501(C)(3) 5119 GENERAL SUPPORT CITY OF LINCOLN-FINANCE DEPARTMENT 555 SOUTH 10TH STREET LINCOLN NE 68508 501(C)(3) 19620 TAKING CHARGE OF THE CITY PROJECT COLONIAL WILLIAMSBURG FOUNDATION POBOX 1776 WILLIAMSBURG VA 23187 540505888 501(C)(3) 25000 EDUCATIONAL PROGRAMMING CONCORDIA UNIVERSITY 800 N COLUMBIA AVE SEWARD NE 68434 470378777 501(C)(3) 10300 SCHOLARSHIPS DOANE COLLEGE-CRETE 1014 BOSWELL AVE CRETE NE 68333 470377991 501(C)(3) 11050 SCHOLARSHIPS EAST BUTLER PUBLIC SCHOOLS FOUNDATION 212 S MADISON STREET BRAINARD NE 68626 363431235 501(C)(3) 24971 SCHOLARSHIPS FIRST PRESBYTERIAN CHURCH-LINCOLN 840 S 17TH STREET LINCOLN NE 68508 470391514 501(C)(3) 24000 GENERAL SUPPORT FOOD BANK OF LINCOLN 4840 DORIS BAIR CIR STE A LINCOLN NE 68504 470640293 501(C)(3) 6063 BACKPACK PROGRAM AND GENERAL SUPPORT FOUNDATION FOR LINCOLN PUBLIC SCHOOLS 5901 O STREET LINCOLN NE 68501 363490560 501(C)(3) 18856 CHAMPIONS CIRCLE CAMPAIGN FRIENDS OF ARTS ARE BASIC 102 WAB LAB LINCOLN NE 68588 470842606 501(C)(3) 5594 GENERAL SUPPORT FRIENDSHIP HOME OF LINCOLN PO BOX 85358 LINCOLN NE 68501 470619855 501(C)(3) 20958 REPAIRS TO FACILITIES HASTINGS COLLEGE 710 NORTH TURNER AVENUE HASTINGS NE 68901 470376525 501(C)(3) 8232 SCHOLARSHIPS LEADERSHIP LINCOLN 920 O STREET LINCOLN NE 68508 470685407 501(C)(3) 10980 LEADERSHIP LINCOLN YOUTH IN ACTION CENTER LIGHTHOUSE 2601 N STREET LINCOLN NE 68510 363656310 501(C)(3) 21904 GENERAL SUPPORT LINCOLN CHILDREN'S MUSEUM 1420 P STREET LINCOLN NE 68508 470716636 501(C)(3) 55000 GENERAL SUPPORT LINCOLN COMMUNITY PLAYHOUSE 2500 S 56TH STREET LINCOLN NE 68506 470355388 501(C)(3) 9838 GENERAL SUPPORT LINCOLN LITERACY COUNCIL 745 S 9TH STREET LINCOLN NE 68508 470655582 501(C)(3) 25220 WORKFORCE READINESS ENGLISH PROGRAM LINCOLN ORCHESTRA ASSOCIATION 233 S 13TH STREET STE B102 LINCOLN NE 68508 470773445 501(C)(3) 5760 CD PROJECT LINCOLN PARKS AND RECREATION FOUNDATION 2740 A STREET LINCOLN NE 68502 363853746 501(C)(3) 719884 CONSTRUCTION OF THE UNION PLAZA AMPHITHEATER AND LEGACY TREE GROVE LUX CENTER FOR THE ARTS 2601 N 48TH STREET LINCOLN NE 68502 470629528 501(C)(3) 9023 ART VAN DELUXE PROGRAM MAKE-A-WISH OF NEBRASKA 11926 ARBOR STREET STE 102 OMAHA NE 68144 470671096 501(C)(3) 5119 GENERAL SUPPORT MIDLAND LUTHERAN COLLEGE 900 NORTH CLARKSON STREET FREMONT NE 68025 470376551 501(C)(3) 5500 SCHOLARSHIPS MILFORD SCHOOLS FOUNDATION 1200 W 1ST STREET MILFORD NE 68405 470830054 501(C)(3) 8323 SCHOLARSHIPS MOSAIC 4980 S 118TH STREET OMAHA NE 68137 113669999 501(C)(3) 13294 DESIGNATED TO AXTELL AGENCY MOURNING HOPE 4919 BALDWIN AVE LINCOLN NE 68504 470782915 501(C)(3) 10300 TECHNOLOGY HARDWARE UPDATES NEBRASKA APPLESEED CENTER FOR LAW IN THE PUBLC INTEREST 941 O STREET LINCOLN NE 68508 470798343 501(C)(3) 8000 GENERAL SUPPORT NEBRASKA STATE BAR FOUNDATION 635 S 14TH STREET STE 120 LINCOLN NE 68509 476030023 501(C)(3) 30000 STANDING BEAR SCHOLARSHIP FUND NEBRASKA WESLEYAN UNIVERSITY 5000 ST PAUL AVENUE LINCOLN NE 68504 470376524 501(C)(3) 36113 SCHOLARSHIPS NORTHEAST COMMUNITY COLLEGE 801 EAST BENJAMIN AVENUE NORFOLK NE 68701 470524851 501(C)(3) 8171 SCHOLARSHIPS ORAL ROBERTS UNIVERSITY 7777 SOUTH LEWIS AVENUE TULSA OK 74171 730739626 501(C)(3) 6465 SCHOLARSHIPS OR OTHER PROGRAMS PEOPLE'S CITY MISSION 110 Q STREET LINCOLN NE 68501 470376896 501(C)(3) 40992 GENERAL SUPPORT AND FOOD PURCHASES PHI KAPPA TAU FOUNDATION 5221 MORNING SUN ROAD OXFORD OH 45056 316024975 501(C)(3) 10000 TRAVEL STIPENDS - "HOLE IN WALL" COUNSELORS PRISON FELLOWSHIP MINISTRIES 44180 RIVERSIDE PKWY LEESBURG VA 20179 620988294 501(C)(3) 20000 GENERAL SUPPORT ROPER ELEMENTARY SCHOOL 2323 S CODDINGTON AVENUE LINCOLN NE 68522 501(C)(3) 6000 OUTDOOR EDUCATIONAL ACTIVITIES SAINT ELIZABETH FOUNDATION 6900 L ST STE 100 LINCOLN NE 68510 470625523 501(C)(3) 13594 LINCOLN E.D. CONNECTIONS SENIORS FOUNDATION PO BOX 81904 LINCOLN NE 68501 470630837 501(C)(3) 8573 LINCOLN INFORMATION FOR THE ELDERLY FOR FRIENDS OF LIFE FUND SEWARD COMMUNITY SCHOLARSHIP PO BOX 141 SEWARD NE 68434 470620453 501(C)(3) 41619 SCHOLARSHIPS SINTE GLESKA UNIVERSITY 101 ANTELOPE LAKE CIR MISSION SD 57555 460312209 501(C)(3) 30000 FOR ART INSTITUTE AT SINTE GLESKA UNIVERSITY SOUTHEAST COMMUNITY COLLEGE - BEATRICE 4771 WEST SCOTT ROAD BEATRICE NE 68310 470549567 501(C)(3) 21500 SCHOLARSHIPS SPECIAL OLYMPICS NEBRAKSA 11011 Q ST STE 104C OMAHA NE 68137 470546346 501(C)(3) 5119 GENERAL SUPPORT THE MADONNA FOUNDATION 5401 SOUTH STREET LINCOLN NE 68506 237159940 501(C)(3) 10000 COMMUNITY MEDICAL TRANSPORTATION PROGRAM THE SALVATION ARMY 2625 POTTER STREET LINCOLN NE 68503 362167910 501(C)(3) 19732 GENERAL SUPPORT UNIVERSITY OF NEBRASKA - KEARNEY 905 WEST 25TH STREET KEARNEY NE 68849 470049123 501(C)(3) 18500 SCHOLARSHIPS UNIVERSITY OF NEBRASKA - OMAHA 6001 DODGE STREET OMAHA NE 68182 470049123 501(C)(3) 9700 SCHOLARSHIPS UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL STE 300 LINCOLN NE 68508 470379839 501(C)(3) 20587 NEBRASKA RESPERATORY THEATRE; NEWMAN CENTER; SCHOLARSHIPS UNIVERSITY OF NEBRASKA MEDICAL CENTER 4350 DEWEY AVENUE OMAHA NE 68195 470049123 501(C)(3) 12000 SCHOLARSHIPS UNIVERSITY OF NEBRASKA - LINCOLN 1400 R STREET LINCOLN NE 68588 470049123 501(C)(3) 90675 BARKLEY CENTER, SCHOLARHIPS VOICES OF HOPE 2545 N STREET LINCOLN NE 68510 470726814 501(C)(3) 11370 QUICK RESPONSE-INSURANCE DEDUCTIBLE AFTER LIGHTENING STORM VOLUNTEER PARTNERS 215 CENTENNIAL MALL S STE 340 LINCOLN NE 68508 582574619 501(C)(3) 19500 POOL OF PROFESSIONAL VOLUNTEERS PROGRAM WAHOO PUBLIC SCHOOLS FOUNDATION 2201 N LOCUST STREET LINCOLN NE 68066 470714777 501(C)(3) 10000 SCHOLARSHIPS YMCA OF LINCOLN 570 FALLBROOK BLVD STE 210 LINCOLN NE 68521 470376578 501(C)(3) 26148 ELLIOTT COMMUNITY LEARNING CENTER YWCA OF LINCOLN 1432 N STREET LINCOLN NE 68509 470376894 501(C)(3) 20000 RESPITE AND TAKE A BREAK PROGRAM 60 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE LINCOLN COMMUNITY FOUNDATION STAFF RESEARCHES ALL CHARITIES THAT DONORS RECOMMEND FOR GRANTS. TO QUAILFY FOR A GRANT DISTRIBUTION, A PROSPECTIVE GRANTEE MUST BE ABLE TO SATISFY THE FOUNDATION'S DUE DILLIGENCE REQUIREMENTS BEFORE A GRANT IS MADE. A PROSPECTIVE GRANTEE COMPLETES A FORMAL GRANT APPLICATION, WHICH INCLUDES SUPPLYING AUDITED FINANCIAL STATEMENTS, CURRENT 990S, BOARD OF DIRECTORS AND OFFICER LISTINGS. LINCOLN COMMUNITY FOUNDATION ALSO USES GUIDESTAR TO DETERMINE THAT THE POTENTIAL GRANTEE IS A QUALIFIED CHAIRTY IN GOOD STANDING. ONCE THE ORGANIZATION MEETS THE DUE DILLIGENCE REQUIREMENTS, THE FOUNDATION ISSUES A CHECK TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS ASSIGNS THIS DUTY TO THE AUDIT COMMITTEE IN THEIR AUDIT CHARTER. THE COMMITTEE REVIEWS A DRAFT OF THE FORM 990 ALONG WITH THE AUDIT REPORT. A COPY OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTORS ARE ASKED AT THE BEGINNING OF EACH QUARTERLY MEETING IF THERE ARE ANY CHANGES SINCE THEIR LAST DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE (A BOARD COMMITTEE) MEETS ANNUALLY TO SET PAY INCREASES AS WELL AS PAY RANGES FOR ALL EMPLOYEES. THESE ARE BASED ON COMPARABILITY DATA. THE DECISIONS MADE BY THIS COMMITTEE ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PUTS ITS FORM 990 AND AUDIT REPORTS FOR THREE YEARS ON THE WEBSITE FOR PUBLIC VIEWING. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE PROVIDED TO ANYONE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 6,263,769. SPLIT INTEREST AGREEMENTS 145,001. ADJUSTMENT FOR AN INTERFUND TRANSFER BETWEEN LINCOLN 724. COMMUNITY FOUNDATION AND LINCOLN FOUNDATION DONOR DIRECTED DEPOSITORY TOTAL TO FORM 990, PART XI, LINE 5: 6,409,494. FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: THE POLICY HAS NOT CHANGED SINCE PRIOR YEAR. LINCOLN FOUNDATION DONOR DIRECTED DEPOSITORY 215 CENTENNIAL MALL SOUTH STE 100 LINCOLN NE 68508 363766015 GRANTS AND ALLOCATIONS TO LOCAL NON-PROFIT ORGANIZATIONS NE 501(C)(3) LINE 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0