MERRICK FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MERRICK FOUNDATION INC (EIN 47-6024770)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-09-02
IRS object ID
202632459349300108
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-02T08:57:15-04:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470589915PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AMGL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1407AddressLine1Txt
CityGRAND ISLANDCityNm
State AbbreviationNEStateAbbreviationCd
ZIP688021407ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476024770EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRICK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERRBusinessNameControlTxt
Phone3089463707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11532 17TH AVENUE SUITE BAddressLine1Txt
CityCENTRAL CITYCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68826ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOURTNEY RETZLAFFPersonNm
Person TitleCFOPersonTitleTxt
Phone3089463707PhoneNum
Signature2026-08-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCY J LUTH CPAPreparerPersonNm
PTINP00078547PTIN
Phone3083811810PhoneNum
Preparation2026-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLARRY BENSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11532 17TH AVENUE SUITE BAddressLine1Txt
CityCENTRAL CITYCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68826ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,753,660GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MERRICK-FOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1960FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionIMPROVE THE QUALITY OF LIFE IN MERRICK COUNTY BY DIRECTING CHARITABLE FUNDS TO ACHIEVE MAXIMUM BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$433,481PYContributionsGrantsAmt
CY Contributions Grants$1,824,260CYContributionsGrantsAmt
PY Program Service Revenue$34,600PYProgramServiceRevenueAmt
CY Program Service Revenue$39,570CYProgramServiceRevenueAmt
PY Investment Income$609,648PYInvestmentIncomeAmt
CY Investment Income$1,389,437CYInvestmentIncomeAmt
PY Other Revenue$95,051PYOtherRevenueAmt
CY Other Revenue$110,544CYOtherRevenueAmt
PY Total Revenue$1,172,780PYTotalRevenueAmt
CY Total Revenue$3,363,811CYTotalRevenueAmt
PY Grants And Similar Paid$468,933PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$543,459CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$159,852PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$153,980CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,597CYTotalFundraisingExpenseAmt
PY Other Expenses$224,947PYOtherExpensesAmt
CY Other Expenses$236,738CYOtherExpensesAmt
PY Total Expenses$853,732PYTotalExpensesAmt
CY Total Expenses$934,177CYTotalExpensesAmt
PY Revenues Less Expenses$319,048PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,429,634CYRevenuesLessExpensesAmt
Total Assets BOY$20,940,543TotalAssetsBOYAmt
Total Assets EOY$25,566,185TotalAssetsEOYAmt
Total Liabilities BOY$2,701,514TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,372,161TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,239,029NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,194,024NetAssetsOrFundBalancesEOYAmt
MissionIMPROVE THE QUALITY OF LIFE IN MERRICK COUNTY BY DIRECTING CHARITABLE FUNDS TO ACHIEVE MAXIMUM BENEFITS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$656,261ExpenseAmt
Grant$543,459GrantAmt
Revenue$39,570RevenueAmt
DescINDIVIDUALS, GROUPS, AND COMMUNITIES IN MERRICK COUNTY, NEBRASKA, MAKE APPLICATIONS TO THE FOUNDATION FOR GRANTS, AWARDS, AND SCHOLARSHIPS.Desc
Total Program Service Expenses$656,261TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCOURTNEY RETZLAFFPersonNm
Phone3089463707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11532 17TH AVENUE SUITE BAddressLine1Txt
CityCENTRAL CITYCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68826ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
SHAUNA GRAHAM
CDO40.00Yes (X)$45,525$0$0
COURTNEY RETZLAFF
CFO40.00Yes (X)$42,011$0$0
TYSON BENNER
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
LARRY BENSON
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
APRIL BOLTE
MEMBER1.00$0$0$0Yes (X)
MARY CHURCH
MEMBER1.00$0$0$0Yes (X)
WHITNEY HAKE
MEMBER1.00$0$0$0Yes (X)
JAYME HANS
MEMBER1.00$0$0$0Yes (X)
BRANDON KONWINSKI
MEMBER1.00$0$0$0Yes (X)
SHELLY KUTA
MEMBER1.00$0$0$0Yes (X)
AMY KYES
MEMBER1.00$0$0$0Yes (X)
CHUCK MASON
MEMBER1.00$0$0$0Yes (X)
CHASE SAMUELSON
TREASURER1.00Yes (X)$0$0$0Yes (X)
MARY STEINER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
DJ TALBOTT
MEMBER1.00$0$0$0Yes (X)
TRENT WAGNER
MEMBER1.00$0$0$0Yes (X)
DALLAS ZIMBLEMAN
MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$87,536TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,824,260AllOtherContributionsAmt
Total Contributions$1,824,260TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Total Revenue Column$39,570TotalRevenueColumnAmt
Related Or Exempt Func Income$39,570RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$39,570TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$419,904TotalRevenueColumnAmt
Exclusion$419,904ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,359,382SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$389,200SecuritiesAmt
Other$649OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$970,182SecuritiesAmt
Other-$649OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$969,533TotalRevenueColumnAmt
Related Or Exempt Func Income$969,533RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$31,951FundraisingGrossIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,951TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
FARM INCOME$67,695$67,695
RENTAL INCOME$10,880$10,880
OTHER INCOME$18$18
FieldValueIRS element (for citing)
Other Revenue Total$78,593OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,363,811TotalRevenueColumnAmt
Related Or Exempt Func Income$1,009,103RelatedOrExemptFuncIncomeAmt
Exclusion$498,497ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$383,177TotalAmt
Program Services$383,177ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$160,282TotalAmt
Program Services$160,282ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$87,536TotalAmt
Management And General$87,536ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$53,191TotalAmt
Management And General$53,191ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,216TotalAmt
Management And General$4,216ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,037TotalAmt
Management And General$9,037ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,603TotalAmt
Management And General$10,603ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$31,258TotalAmt
Management And General$31,258ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,597TotalAmt
Fundraising$17,597FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,656TotalAmt
Management And General$2,656ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,400TotalAmt
Management And General$8,400ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$68TotalAmt
Management And General$68ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,332TotalAmt
Management And General$1,332ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,086TotalAmt
Management And General$13,086ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,226TotalAmt
Management And General$7,226ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSES$112,802$112,802
SOFTWARE/TECH SUPPORT$19,953$19,953
SUPPLIES$5,338$5,338
REPAIRS & MAINTENANCE$3,900$3,900

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,519TotalAmt
Management And General$2,519ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$934,177TotalAmt
Program Services$656,261ProgramServicesAmt
Management And General$260,319ManagementAndGeneralAmt
Fundraising$17,597FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$107,930BOYAmt
EOY$325,948EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$150BOYAmt
EOY$93EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,114BOYAmt
EOY$6,380EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$808,813LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$264,925LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$541,783BOYAmt
EOY$543,888EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,274,795BOYAmt
EOY$24,674,278EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,771BOYAmt
EOY$15,598EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,940,543BOYAmt
EOY$25,566,185EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,309BOYAmt
EOY$24,356EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$172,765BOYAmt
EOY$145,392EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,504,440BOYAmt
EOY$3,202,413EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,701,514BOYAmt
EOY$3,372,161EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,268,500BOYAmt
EOY$3,900,217EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,970,529BOYAmt
EOY$18,293,807EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,239,029BOYAmt
EOY$22,194,024EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,940,543BOYAmt
EOY$25,566,185EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,429,634ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,525,361NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$742,078CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$605,195CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$367,160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$433,481CurrentTaxYearMinus1YearAmt
Current Tax Year$1,824,260CurrentTaxYearAmt
Total$3,972,174TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$742,078CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$605,195CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$367,160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$433,481CurrentTaxYearMinus1YearAmt
Current Tax Year$1,824,260CurrentTaxYearAmt
Total$3,972,174TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,972,174PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$256,452CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$241,736CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$306,027CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$380,536CurrentTaxYearMinus1YearAmt
Current Tax Year$419,904CurrentTaxYearAmt
Total$1,604,655TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,535CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,912CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,854CurrentTaxYearMinus1YearAmt
Current Tax Year$78,593CurrentTaxYearAmt
Total$420,120TotalAmt
FieldValueIRS element (for citing)
Total Support$5,996,949TotalSupportAmt
Gross Receipts Rltd Activities$465,150GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66240PublicSupportCY170Pct
Public Support PY1700.59100PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 341,527ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$4,100DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$8,598DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$717,838DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,624,578BeginningYearBalanceAmt
Contributions$1,576,526ContributionsAmt
Investment Earnings Or Losses$2,300,713InvestmentEarningsOrLossesAmt
Other Expenditures$379,040OtherExpendituresAmt
Administrative Expenses$263,527AdministrativeExpensesAmt
End Year Balance$17,859,250EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,955,335BeginningYearBalanceAmt
Contributions$291,719ContributionsAmt
Investment Earnings Or Losses$2,904,919InvestmentEarningsOrLossesAmt
Other Expenditures$298,106OtherExpendituresAmt
Administrative Expenses$229,289AdministrativeExpensesAmt
End Year Balance$14,624,578EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,768,220BeginningYearBalanceAmt
Contributions$180,110ContributionsAmt
Investment Earnings Or Losses$1,557,747InvestmentEarningsOrLossesAmt
Other Expenditures$348,148OtherExpendituresAmt
Administrative Expenses$202,594AdministrativeExpensesAmt
End Year Balance$11,955,335EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,316,580BeginningYearBalanceAmt
Contributions$435,956ContributionsAmt
Investment Earnings Or Losses-$2,148,727InvestmentEarningsOrLossesAmt
Other Expenditures$584,416OtherExpendituresAmt
Administrative Expenses$251,173AdministrativeExpensesAmt
End Year Balance$10,768,220EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,335,998BeginningYearBalanceAmt
Contributions$298,421ContributionsAmt
Investment Earnings Or Losses$2,351,700InvestmentEarningsOrLossesAmt
Other Expenditures$462,039OtherExpendituresAmt
Administrative Expenses$207,500AdministrativeExpensesAmt
End Year Balance$13,316,580EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.55560PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.44440TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$419,948InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,000OtherCostOrOtherBasisAmt
Book Value$421,948BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$311,565OtherCostOrOtherBasisAmt
Depreciation$200,628DepreciationAmt
Book Value$110,937BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$75,300OtherCostOrOtherBasisAmt
Depreciation$64,297DepreciationAmt
Book Value$11,003BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$543,888TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescASSETS HELD FOR THE BENEFIT OF OTHERDesc
Amt$3,202,413Amt
FieldValueIRS element (for citing)
Total Liability$3,202,413TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,868,736TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,525,361NetUnrealizedGainsInvstAmt
Other Revenue-$20,436OtherRevenueAmt
Revenue Not Reported$1,504,925RevenueNotReportedAmt
Revenue Subtotal$3,363,811RevenueSubtotalAmt
Total Revenue Per Form990$3,363,811TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$913,741TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$20,436OtherExpensesIncludedAmt
Expenses Not Reported-$20,436ExpensesNotReportedAmt
Expenses Subtotal$934,177ExpensesSubtotalAmt
Total Expenses Per Form990$934,177TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 2DFARM EXPENSES NETTED AGAINST REVENUE 10,822 INVEST FEES NETTED AGAINST REVENUE -31,258
SCHEDULE D, PAGE 4, PART XII, LINE 2DFARM EXPENSES NETTED AGAINST REVENUE 10,822 INVEST FEES NETTED AGAINST REVENUE -31,258

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FUNDRAISING EVEEvent1Nm
Gross Receipts Event1$31,951GrossReceiptsEvent1Amt
Gross Revenue Event1$31,951GrossRevenueEvent1Amt
Gross Receipts Total$31,951GrossReceiptsTotalAmt
Gross Revenue Total Events$31,951GrossRevenueTotalEventsAmt
Net Income Summary$31,951NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
CENTRAL CITY PUBLIC SCHOOLS
1510 28TH STCENTRAL CITYNE68826476004254GOV$53,105PERFORMING ARTS CENT
CENTRAL NEBRASKA COMMUNITY ACTION
626 N STLOUP CITYNE68853470495122501C3$5,160ASSIST INDIV IN NEEDPARTNERSHIP
CHAPMAN COMMUNITY IMPROVEMENT
PO BOX 55CHAPMANNE688275105324593$8,000PARK UPGRADESASSOCIATION
MERRICK CO HISTORICAL MUSEUM
2716 28TH SCENTRAL CITYNE68826237062068501C3$6,600WRIGHT MORRIS OPER.
MERRICK CO HISTORICAL MUSEUM
2716 28TH SCENTRAL CITYNE68826237062068501C3$10,000SECURITY CAMERA SYST
MIDLAND AREA AGENCY ON AGING
2727 WEST 2ND ST SUITE 440HASTINGSNE68901470585186501C3$9,000SENIOR SERVICES
PALMER PUBLIC SCHOOL
202 COMMERCIAL STREETPALMERNE68864476004296GOV$6,000STUDENT TRIP
PLATTE PEER GROUP
PO BOX 164CHAPMANNE68827562425104501C3$10,000OPERATIONS
CLARKS PUBLIC LIBRARY
PO BOX 233CLARKSNE68628466006138GOV$5,250NEW CARPETING
MERRICK COUNTY CHILD DEVELOPMENT
2412 23RD AVECENTRAL CITYNE68826470823383501C3$12,650CLASSROOM REMODELCENTER
SILVER CREEK SONS OF AMERICAN
612 VINE STSILVER CREEKNE68663476042588501C19$38,800BALLFIELD LIGHTSLEGION POST 263
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient226RecipientCnt
Cash Grant$160,282CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY REQUIRING RECEIPTS FROM THE ORGANIZATION RECEIVING THE GRANT FUNDS TO ENSURE THEY ARE PROPERLY SPENDING THE GRANT FUNDS. THE ORGANIZATIONS RECEIVING THE GRANT FUNDS ARE TO ALSO ATTEND THE ANNUAL BOARD MEETING TO GIVE THE BOARD A REPORT AND/OR UPDATE ON THE PROGRESS OF THE GRANT PROJECT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6BOARD MEMBERS OF THE FOUNDATION ARE CONSIDERED VOLUNTEERS. BOARD MEMBERS SERVE AS OVERSIGHT TO SPENDING, FINANCIAL INVESTMENTS AND ENFORCEMENT OF POLICY AND FOUNDATION LAW.
FORM 990, PAGE 6, PART VI, LINE 11BTHE ORGANIZATION'S GOVERNING BODY REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED.
FORM 990, PAGE 6, PART VI, LINE 12CTHE BOARD MEMBERS ANNUALLY SIGN A CONFLICT OF INTEREST POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE COMMITTEE MEETS AND REVIEWS COMPENSATION ANNUALLY.
FORM 990, PAGE 6, PART VI, LINE 15BTHE EXECUTIVE COMMITTEE MEETS AND REVIEWS COMPENSATION ANNUALLY.
FORM 990, PAGE 6, PART VI, LINE 19THE FORM 990 AND OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC WHEN REQUESTED.
FORM 990, PART XI, LINE 9FARM EXPENSES NETTED AGAINST REVENUE 10,822 INVEST FEES NETTED AGAINST REVENUE -31,258 FARM EXPENSES NETTED AGAINST REVENUE -10,822 INVEST FEES NETTED AGAINST REVENUE 31,258

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