CONCORDIA FOUNDATION NEBRASKA (EIN 476034005) - 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

1959

Legal Domicile

Principal Officer

BERNARD BULL

Phone

4026437380

Tax Period

2024-07-01 to 2025-06-30

CONCORDIA FOUNDATION NEBRASKA, founded in 1959, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. The organization ran a surplus of $699K, a strong 42% operating margin.

Mission

TO BE THE PRIME STRATEGIC AND FINANCIAL PARTNER OF CONCORDIA UNIVERSITY.

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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 $1,259,025

Program Service Revenue $0

Investment Income $394,589

Other Revenue $0

TOTAL REVENUE $1,653,614

Expense Breakdown

Grants Paid $895,369

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $895,369

Other Expenses $59,164

TOTAL EXPENSES $954,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,653,614	$1,540,936	+0.1%
Expenses	$954,533	$896,576	+0.1%
Net Income	$699,081	$644,360	+0.1%

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

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

$1,625,872

Total Directors

$248,672

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANE BAACK	CHAIR	0.60	Officer Director	$0	$0	$0
BONNIE MEYER	VICE CHAIR	0.60	Officer Director	$0	$0	$0
GARY MCDANIEL	VP OF ENROLLMENT (THRU 3/25)	0.60	Officer Director	$0	$133,848	$146,487
SCOTT ADLE	REGENT	0.60	Director	$0	$0	$0
BENJAMIN BALL	REGENT	0.60	Director	$0	$0	$0
KRISTA BARNHOUSE	REGENT	0.60	Director	$0	$0	$0
STUART BARTRUFF	REGENT	0.60	Director	$0	$0	$0
DAN BUMAN	DIRECTOR	0.60	Director	$0	$0	$0
RYAN BURGER	REGENT	0.60	Director	$0	$0	$0
KRISTI BURMEISTER	DIRECTOR	0.60	Director	$0	$0	$0
CRAIG ERNSTMEYER	REGENT	0.60	Director	$0	$0	$0
JOHN FRASER	REGENT	0.60	Director	$0	$0	$0
DOUG GAUNT	REGENT	0.60	Director	$0	$0	$0
GAIL HAWKINS	REGENT	0.60	Director	$0	$0	$0
DICK HELMS	REGENT	0.60	Director	$0	$0	$0
ROBERT HERMANN	DIRECTOR (THRU 12/24)	0.60	Director	$0	$29,097	$102,185
COL GLORIA HOBAN	DIRECTOR	0.60	Director	$0	$0	$0
KRISTIE HOLTHUS HOLOCH	DIRECTOR	0.60	Director	$0	$0	$0
TIMOTHY HU	REGENT	0.60	Director	$0	$0	$0
SAMUEL HUEBNER	DIRECTOR	0.60	Director	$0	$0	$0
THOMAS MAURER	DIRECTOR	0.60	Director	$0	$0	$0
DENNIS MEYER	REGENT	0.60	Director	$0	$0	$0
TRUDY MEYER	REGENT	0.60	Director	$0	$0	$0
TIMOTHY MOLL	REGENT	0.60	Director	$0	$0	$0
JOHN NIKODYM	DIRECTOR	0.60	Director	$0	$0	$0
KLINT PETERSON	DIRECTOR	0.60	Director	$0	$0	$0
RICHARD SNOW	REGENT	0.60	Director	$0	$0	$0
ANDREW STADLER	DIRECTOR	0.60	Director	$0	$0	$0
DOUG TEWES	REGENT	0.60	Director	$0	$0	$0
CHAD THIES	DIRECTOR	0.60	Director	$0	$0	$0
ERIK VIESELMEYER	REGENT	0.60	Director	$0	$0	$0
DOROTHY WALTER	DIRECTOR	0.60	Director	$0	$0	$0
LAUREN WALTER	DIRECTOR	0.60	Director	$0	$0	$0
BERNARD BULL	PRESIDENT	0.60	Officer	$0	$123,626	$262,774
DAVID KUMM	EVP, CFO	0.60	Officer	$0	$125,769	$301,659
TIMOTHY PREUSS	PROVOST	0.60	Officer	$0	$214,110	$321,161
DAVID GENE BROOKS	VP STUDENT AFFAIRS	0.60	Officer	$0	$71,330	$180,406
KIM BOYCE	COO	0.60	Officer	$0	$41,685	$185,806
DEREK ENGELBART	VP INSTITUTIONAL ADVANCEME	0.60	Officer	$0	$56,398	$227,579

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	$1,653,614	$954,533	$22,230,990	$699,081
2024	No data	No data	No data	No data
2023	$1,301,316	$879,466	$17,520,708	$421,850
2022	$25,376,925	$849,038	$16,239,040	$24,527,887
2021	$1,139,921	$861,542	$18,826,126	$278,379
2020	$744,882	$827,861	$15,008,375	$-82,979
2019	$921,292	$803,184	$16,037,402	$118,108
2018	$1,743,467	$1,309,359	$15,709,771	$434,108

CONCORDIA FOUNDATION NEBRASKA