Ameritas Charitable Foundation
- Assets
- $16.0m
- Revenue
- $659.5k
- Investments
- $15.4m
- Employees
- 0
- Location
- Lincoln, NE
- Founding
- 04/1986
- Data as of
- 12/2023
- EIN
- 36-3428705
Organization Overview
Ameritas Charitable Foundation is located in Lincoln, NE. The organization was established in 1986. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ameritas Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Ameritas Charitable Foundation generated $659.5k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (1.4%) each year. All expenses for the organization totaled $778.7k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by 0.0% per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William W Lester President & Director | 0.1 | $0 | |
Susan K Wilkinson Secretary/treasurer/director | 0.1 | $0 | |
Tonn M Ostergard VP & Director | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $100,000 |
| Interest on Savings | $15,383 |
| Dividends & Interest | $428,639 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $113,615 |
| Capital Gain Net Income | $200,302 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,849 |
| Total Revenue | $659,486 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $15,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,734 |
| Total operating and administrative expenses | $18,734 |
| Contributions, gifts, grants paid | $760,000 |
| Total expenses and disbursements | $778,734 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $640,634 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,138,794 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,469 |
| Total assets | $16,014,539 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |