Omaha Community Foundation Donor Directed Depository (EIN 363789990) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

Donna Kush

Phone

4023423458

Tax Period

2023-01-01 to 2023-12-31

Omaha Community Foundation Donor Directed Depository, founded in 1991, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $44.7M in total revenue in fiscal year 2023.

Mission

Support the Omaha Community Foundation's Mission.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $43,504,713

Program Service Revenue $0

Investment Income $1,159,522

Other Revenue $868

TOTAL REVENUE $44,665,103

Expense Breakdown

Grants Paid $43,633,684

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,794,227

Other Expenses $1,259,470

TOTAL EXPENSES $44,893,154

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,665,103	$44,220,006	+0.0%
Expenses	$44,893,154	$44,854,771	+0.0%
Net Income	$-228,051	$-634,765	-0.6%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$808,025

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donna Kush	President & CEO	10.00	Officer	$0	$44,120	$520,206
Melisa Sunde	CFO	10.00	Officer	$0	$38,511	$287,819
John Levy	Pres of W&R Scott	0.00		$0	$38,104	$273,892
Kelli Cavey	VP of Donor Serv	10.00		$0	$39,188	$212,289
Anne Meysenberg	Dir of Comm Invest	10.00		$0	$36,417	$166,840
Nicole Murry	Dir of Human Resou	10.00		$0	$35,826	$164,820
Vanessa Denney	Dir of Philan Serv	10.00		$0	$5,281	$142,466
Farhan Khan	Director	0.50	Director	$0	$0	$0
Gail Graeve	Vice Chairman	0.50	Officer Director	$0	$0	$0
Jo Giles	Director	0.50	Director	$0	$0	$0
Mike Cassling	Director	0.50	Director	$0	$0	$0
Athena Ramos	Director	0.50	Director	$0	$0	$0
Daniel Padilla	Director	0.50	Director	$0	$0	$0
Dan Houghton	Director	0.50	Director	$0	$0	$0
Brady Marlow	Director	0.50	Director	$0	$0	$0
Jimmy Nolan	Director	0.50	Director	$0	$0	$0
Gary Gates	Director	0.50	Director	$0	$0	$0
Todd Simon	Director Emerit	0.50	Director	$0	$0	$0
Bob Schlott	Director	0.50	Director	$0	$0	$0
Ia Hagan	Director	0.50	Director	$0	$0	$0
Tara Slevin	Director	0.50	Director	$0	$0	$0
Kari O'Neill Potts	Director	0.50	Director	$0	$0	$0
Jona Van Deun	Secretary	0.50	Officer Director	$0	$0	$0
Micki Ambridge	Director	0.50	Director	$0	$0	$0
Brandon Hamm	Chairman	0.50	Officer Director	$0	$0	$0
Matthew Mercer	Treasurer	0.50	Officer 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
2024	No data	No data	No data	No data
2023	$44,665,103	$44,893,154	$49,214,195	$-228,051
2022	$44,220,006	$44,854,771	$47,899,500	$-634,765
2021	$38,155,808	$40,123,430	$49,176,399	$-1,967,622
2020	$39,120,551	$30,057,737	$51,626,783	$9,062,814

Omaha Community Foundation Donor Directed Depository