Nebraska-Iowa Kiwanis District Foundation

EIN: 237080872 501(c)(3) Community Improvement

Bellevue, NE

Total Revenue
$87,396
Total Expenses
$57,596
Total Assets
$860,295
Net Assets
$860,295
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
NE
Principal Officer
Lonnie Shumate
Phone
4027090587
Tax Period
2024-10-01 to 2025-09-30

Nebraska-Iowa Kiwanis District Foundation, founded in 1970, is a micro nonprofit in the Community Improvement sector that reported $87K in total revenue in fiscal year 2024. The organization ran a surplus of $30K, a strong 34% operating margin.

Mission

The NE-IA Kiwanis District Foundation provides services and funds to benefit children through grants made to Kiwanis clubs in the Nebraska-Iowa Kiwanis District in addition to the funding and operation of the Key Leader and diaster relief service programs.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $55,439
Program Service Revenue $0
Investment Income $33,241
Other Revenue $-1,284
TOTAL REVENUE $87,396

Expense Breakdown

Grants Paid $46,718
Salaries & Benefits $0
Fundraising Expenses $1,734
Program Expenses $46,718
Other Expenses $10,878
TOTAL EXPENSES $57,596

Year-over-Year Comparison

2024 2023 Change
Revenue $87,396 $89,623 0.0%
Expenses $57,596 $42,982 +0.3%
Net Income $29,800 $46,641 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
23
Independent Members
23
Employees
N/A
Volunteers
23

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lonnie Shumate Treasurer 4.00
Officer Director
$0 $0 $0
Jody Melcher Director 4.00
Director
$0 $0 $0
David Muff Secretary 8.00
Officer Director
$0 $0 $0
Norma Beaver Trustee 6.00
Director
$0 $0 $0
Gary Lindgren Trustee 1.00
Director
$0 $0 $0
Curt Reis Board Advisor 1.00
Director
$0 $0 $0
Connie Reis Trustee 1.00
Director
$0 $0 $0
Kathryn Schweer Trustee 1.00
Director
$0 $0 $0
Teresa Rotschafer Trustee 1.00
Director
$0 $0 $0
Joe Schmall Trustee 1.00
Director
$0 $0 $0
Gerri Bugg Trustee 1.00
Director
$0 $0 $0
Barb Sanders Trustee 1.00
Director
$0 $0 $0
Joyce Finnell Trustee 1.00
Director
$0 $0 $0
Jody Smith Trustee 1.00
Director
$0 $0 $0
Tracey Scissors-Domgard President 1.00
Officer Director
$0 $0 $0
Shirley Daughterty Past President 1.00
Director
$0 $0 $0
David Kempf Trustee 1.00
Director
$0 $0 $0
Tim McGee Trustee 1.00
Director
$0 $0 $0
Steve Green Trustee 1.00
Director
$0 $0 $0
Teresa Dredge Trustee 1.00
Director
$0 $0 $0
Carter Jones Trustee 1.00
Director
$0 $0 $0
Marcia Wallen Trustee 1.00
Director
$0 $0 $0
Larry Buss Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $87,396 $57,596 $860,295 $29,800
2024 $89,623 $42,982 $794,621 $46,641
2023 $78,315 $68,905 $664,479 $9,410
2022 $63,598 $104,878 $619,338 $-41,280
2021 $106,023 $23,682 $795,166 $82,341
2020 $88,908 $44,773 $669,701 $44,135
2019 $117,472 $117,025 $615,212 $447
2018 $118,676 $109,401 $618,352 $9,275
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