Nebraska Bankers Association Found… - Form 990 Financial Data

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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

1990

Legal Domicile

Phone

4024741555

Tax Period

2024-05-01 to 2025-04-30

Nebraska Bankers Association Foundation, founded in 1990, is a micro nonprofit in the Employment sector that reported $36K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $33K left a modest 9% surplus.

Mission

THE FOUNDATION'S MISSION IS TO PROVIDE SUPPORT FOR EDUCATION, TRAINING AND CAREER DEVELOPMENT FOR BANKING AND RELATED PROGRAMS. IN ADDITION, THE FOUNDATION WILL SUPPORT FEDERALLY INSURED DEPOSITORY INSTITUTIONS AND THE COMMUNITIES IN WHICH THEY ARE LOCATED THROUGH ROBBERY REWARD PROGRAMS, DISASTER RECOVERY ASSISTANCE AND FINANCIAL LITERACY AND OTHER RELATED ACTIVITIES.

Program Service Accomplishments

Program 1

Expenses: $30,730

AWARDING SCHOLARSHIPS TO COLLEGE AND UNIVERSITY STUDENTS MAJORING IN PROGRAMS RELATED TO BANKING AND TO EMPLOYEES OF FEDERALLY INSURED DEPOSITORY INSTITUTIONS; TO SPONSOR AND SUPPORT EDUCATION...

AWARDING SCHOLARSHIPS TO COLLEGE AND UNIVERSITY STUDENTS MAJORING IN PROGRAMS RELATED TO BANKING AND TO EMPLOYEES OF FEDERALLY INSURED DEPOSITORY INSTITUTIONS; TO SPONSOR AND SUPPORT EDUCATION PROGRAMS FOR EMPLOYEES OF FEDERALLY INSURED DEPOSITORY INSTITUTIONS AND MEMBERS OF THE GENERAL PUBLIC IN THE AREAS OF FINANCIAL LITERACY, FINANCIAL PLANNING, BANKING, FINANCE AND RELATED ACTIVITIES; TO DISTRIBUTE DISASTER RELIEF PAYMENTS TO EMPLOYEES OF FEDERALLY INSURED DEPOSITORY INSTITUTIONS AND TO INDIVIDUALS AND BUSINESSES LIVING IN OR LOCATED IN AREAS IN WHICH A DISASTER IS IN PLACE; AND TO DISTRIBUTE REWARDS IN CONNECTION WITH ROBBERIES OCCURING AT FDIC INSURED INSTITUTIONS LOCATED IN NEBRASKA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,159

Program Service Revenue $0

Investment Income $30,950

Other Revenue $0

TOTAL REVENUE $36,109

Expense Breakdown

Grants Paid $21,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,730

Other Expenses $12,002

TOTAL EXPENSES $33,002

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,109	$32,718	+0.1%
Expenses	$33,002	$28,085	+0.2%
Net Income	$3,107	$4,633	-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

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

$402,362

Total Directors

$897,754

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD KOEHN	VICE CHAIR	1.0	Officer Director	$0	$0	$0
KARA HEIDEMAN	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
LYDELL L WOODBURY	CHAIR	1.0	Officer Director	$0	$0	$0
RICHARD BAIER	PRESIDENT	1.0	Officer Director	$0	$63,162	$402,362
DOUGLAS A JOHNSON	DIRECTOR	1.0	Director	$0	$0	$0
HOLLY WOOD	DIRECTOR	1.0	Director	$0	$0	$0
JAMES E LANDEN	DIRECTOR	1.0	Director	$0	$0	$0
JEFFREY C JOHNSON	DIRECTOR	1.0	Director	$0	$0	$0
JESSICA WURTELE	DIRECTOR	1.0	Director	$0	$0	$0
JOHN F DITTMAN	DIRECTOR	1.0	Director	$0	$0	$0
KELLEY GREFE	DIRECTOR	1.0	Director	$0	$0	$0
MISHAYLA FREBURG	DIRECTOR	1.0	Director	$0	$0	$0
P MARK GRAFF	DIRECTOR	1.0	Director	$0	$0	$0
RON ARRIGO	DIRECTOR	1.0	Director	$0	$53,144	$223,951
SCOTT YANK	DIRECTOR	1.0	Director	$0	$56,897	$271,441
SHASTA WRAGGE	DIRECTOR	1.0	Director	$0	$0	$0
TODD S ADAMS	DIRECTOR	1.0	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	$36,109	$33,002	$894,500	$3,107
2024	$32,718	$28,085	$890,393	$4,633
2023	$94,009	$36,968	$885,760	$57,041
2022	$99,382	$14,515	$833,519	$84,867
2021	$12,732	$62,050	$743,852	$-49,318
2019	$47,521	$21,750	$622,123	$25,771
2018	$27,361	$22,600	$596,352	$4,761

Nebraska Bankers Association Foundation