Omaha Community Foundation (EIN 470645958) - 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

1982

Legal Domicile

Principal Officer

Donna Kush

Phone

4023423458

Tax Period

2023-01-01 to 2023-12-31

Omaha Community Foundation, founded in 1982, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $124.8M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $111.7M left a modest 11% surplus.

Mission

To serve the community by cultivating generosity and strengthening nonprofits.

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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 $96,782,391

Program Service Revenue $6,781,599

Investment Income $16,201,351

Other Revenue $5,071,500

TOTAL REVENUE $124,836,841

Expense Breakdown

Grants Paid $100,553,926

Salaries & Benefits $4,416,921

Fundraising Expenses $1,162,061

Program Expenses $106,678,215

Other Expenses $6,740,920

TOTAL EXPENSES $111,711,767

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,836,841	$104,782,157	+0.2%
Expenses	$111,711,767	$86,307,765	+0.3%
Net Income	$13,125,074	$18,474,392	-0.3%

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

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	30.00	Officer	$476,086	$44,120	$520,206
Melisa Sunde	CFO	30.00	Officer	$249,308	$38,511	$287,819
John Levy	Pres of W&R Scott	40.00		$235,788	$38,104	$273,892
Kelli Cavey	VP of Donor Servic	30.00		$173,101	$39,188	$212,289
Anne Meysenberg	Dir of Comm Invest	30.00		$130,423	$36,417	$166,840
Nicole Murry	Dir of Human Resou	30.00		$128,994	$35,826	$164,820
Vanessa Denney	Dir of Philan Serv	30.00		$137,185	$5,281	$142,466
Farhan Khan	Director	1.00	Director	$0	$0	$0
Gail Graeve	Vice Chairman	1.00	Officer Director	$0	$0	$0
Jo Giles	Director	1.00	Director	$0	$0	$0
Mike Cassling	Director	1.00	Director	$0	$0	$0
Athena Ramos	Director	1.00	Director	$0	$0	$0
Gary Gates	Director	1.00	Director	$0	$0	$0
Dan Houghton	Director	1.00	Director	$0	$0	$0
Daniel Padilla	Director	1.00	Director	$0	$0	$0
Jimmy Nolan	Director	1.00	Director	$0	$0	$0
Brady Marlow	Director	1.00	Director	$0	$0	$0
Todd Simon	Director Emerit	1.00	Director	$0	$0	$0
Bob Schlott	Director	1.00	Director	$0	$0	$0
Ia Hagan	Director	1.00	Director	$0	$0	$0
Tara Slevin	Director	1.00	Director	$0	$0	$0
Kari O'Neill Potts	Director	1.00	Director	$0	$0	$0
Jona Van Deun	Secretary	1.00	Officer Director	$0	$0	$0
Micki Ambridge	Director	1.00	Director	$0	$0	$0
Brandon Hamm	Chairman	1.00	Officer Director	$0	$0	$0
Matthew Mercer	Treasurer	1.00	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	$124,836,841	$111,711,767	$516,359,184	$13,125,074
2022	$104,782,157	$86,307,765	$461,432,191	$18,474,392
2021	$149,448,714	$102,926,049	$518,933,550	$46,522,665
2020	$171,128,682	$119,859,242	$466,138,182	$51,269,440

Omaha Community Foundation