2024-11-14T13:28:13-06:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 832558124 NEBRASKA PHILANTHROPIC TRUST NEBR 4023913190 10340 N 84TH ST OMAHA NE 68122 PATRICK T MORRIS PRESIDENT 4023913190 2024-11-14 1 0 HANNAH GOSCHA P02133534 4024968800 2024-11-14 2023 2024-10-15 13:58:12Z PATRICK T MORRIS 10340 N 84TH ST OMAHA NE 68122 1788337 0 X N/A X 2019 NE THE MISSION OF THE ORGANIZATION IS TO BENEFIT THE STATE OF NEBRASKA THROUGH THE PLANNING, IMPLEMENTATION, AND EXECUTION OF PUBLIC/PRIVATE PARTNERSHIPS WITH AN EMPHASIS ON FUNDRAISING AND PROJECT MANAGEMENT. 6 4 4 0 0 0 1766318 387500 0 1063332 1672 97722 0 0 1767990 1548554 0 0 0 0 28353 717886 0 0 385488 365555 2096288 393908 2814174 1374082 -1265620 3209298 2997440 1729122 786046 1480176 2211394 X THE INITIAL PURPOSE OF THE ORGANIZATION IS TO ENHANCE THE GENERAL WELFARE OF THE STATE OF NEBRASKA BY PROVIDING FUNDRAISING SUPPORT TO PUBLIC AND CHARITABLE INSTITUTIONS AND BY ASSISTING IN THE CONSTRUCTION OF FACILITIES WHICH WILL ASSIST IN ACHIEVING THAT GOAL. THE ORGANIZATION WAS INVOLVED IN SEVERAL PROJECTS IN 2023, FURTHER DESCRIBED BELOW. 0 0 1379372 THE ORGANIZATION WAS INVOLVED IN THE FUNDRAISING AND PROJECT MANAGEMENT FOR A STORAGE BUILDING SUPPORTING BAXTER ARENA FOR THE UNIVERSITY OF NEBRASKA AT OMAHA. 297500 THE ORGANIZATION WAS INVOLVED WITH EVALUATING THE FEASIBILITY OF A WATER LINE TO SUPPORT THE OPERATIONS AT THE STRATEGIC AIR AND SPACE MUSEUM, MAHONEY STATE PARK AND THE HENRY DOORLY ZOO FACILITIES AT EXIT 426 IN NEBRASKA. 92750 THE ORGANIZATION WAS INVOLVED WITH FUNDRAISING ACTIVITIES FOR GO BIG PROJECT. 490852 1063332 THE ORGANIZATION ASSISTED MULTIPLE OTHER ACTIVITIES INCLUDING: UNIVERSITY OF NEBRASKA BALLFIELD FACILITIES, UNIVERSITY OF NEBRASKA AT OMAHA'S BASKETBALL TEAM NUTRITION TABLE, UNIVERSITY OF NEBRASKA AT LINCOLN'S STADIUM, AND OTHER CERTAIN OPERATING COSTS IN CONNECTION WITH FULFILLING ITS MISSION OF PROVIDING FUNDRAISING AND PROJECT MANAGEMENT TO CHARITABLE ORGANIZATIONS IN THE STATE OF NEBRASKA. 490852 1063332 2260474 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANDREA MARSHALL 4023913190 10340 N 84TH ST OMAHA NE 68122 W DAVID SCOTT DIRECTOR 1.00 X 0 0 0 PATRICK T MORRIS PRESIDENT 40.00 X X 287585 0 23750 SUSAN MORRIS VICE PRESIDENT 40.00 X X 272970 0 13281 CE HEANEY SECRETARY 1.00 X X 0 0 0 LISA ROSKENS DIRECTOR 1.00 X 0 0 0 SARAH PILLEN AS OF 112023 DIRECTOR 1.00 X 0 0 0 CATHERINE FRENCH THRU 102023 FORMER DIRECTOR 1.00 X 17308 0 2777 ANDREA MARSHALL CONTROLLER 40.00 X 0 0 0 JENNIFER CALLAHAN THRU 3202023 FORMER TREASURER 40.00 X 29327 0 0 607190 0 39808 2 0 1 0 0 387500 387500 PROJECT FEES 900099 1063332 1063332 1063332 84984 84984 252521 239783 12738 12738 12738 1548554 1063332 0 97722 626913 282111 62691 282111 23662 10648 2366 10648 21169 9526 2117 9526 8489 3820 849 3820 37653 16944 3765 16944 24401 24401 25827 25827 1000 1000 26965 12134 2697 12134 23534 23534 7507 7507 26614 26614 2696 2696 PROJECT EXPENSES 1922934 1922934 DEVELOPMENT 21334 21334 PAYROLL AND 403B FEES 8238 8238 MISCELLANEOUS EXPENSES 5238 2357 524 2357 2814174 2260474 168212 385488 240945 90707 2314027 1600435 515566 732189 137820 570818 940 3291 0 0 3291 3209298 2997440 118751 34718 1610371 751328 1729122 786046 X 1071029 1480176 1140365 1480176 2211394 3209298 2997440 -1265620 1996838 0 X 1 X 0 0 0 X 4135607 17273486 1885760 1766318 387500 25448671 1063332 1063332 4135607 17273486 1885760 1766318 1450832 26512003 1025000 500000 35000 1560000 789642 789642 1025000 500000 824642 2349642 24162361 9029 26 1672 84984 95711 9029 26 1672 84984 95711 4135607 17282515 1885786 1767990 1535816 26607714 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3291 3291 3291 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CONSIDERED A PRIVATE FOUNDATION. THE FINANCIAL STATEMENTS WILL NOT REFLECT A PROVISION FOR INCOME TAXES, EXCEPT FOR THE TAX ON UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION HAD NO LIABILITY FOR UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 74010 RELATED TO UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN INCOME TAX POSITIONS TAKEN WHICH WOULD REQUIRE THE ORGANIZATION TO REFLECT A LIABILITY FOR UNRECOGNIZED TAX BENEFITS ON THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. X X 0 0 0 0 0 0 0 0 0 PATRICK T MORRIS PRESIDENT 274585 0 13000 0 0 0 12732 0 11018 0 311335 0 0 0 SUSAN MORRIS VICE PRESIDENT 260970 0 12000 0 0 0 11977 0 1304 0 286251 0 0 0 X 836 252521 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C DUE TO THE SMALL SIZE OF THE BOARD, EVERY DIRECTOR IS AWARE OF POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.