The Nelson Family Foundation

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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

1997

Legal Domicile

Phone

4023423458

Tax Period

2023-01-01 to 2023-12-31

The Nelson Family Foundation, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 412% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 77% operating margin.

Mission

Support the Omaha Community Foundation's Mission

Program Service Accomplishments

Program 1

Expenses: $590,236

To operate exclusively for charitable, educational and religious purposes by conducting or supporting activities for the benefit of, or carry out the purposes of the Omaha Community Foundation.

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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 $237,660

Program Service Revenue $0

Investment Income $104,150

Other Revenue $2,298,442

TOTAL REVENUE $2,640,252

Expense Breakdown

Grants Paid $257,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $590,236

Other Expenses $349,665

TOTAL EXPENSES $606,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,640,252	$515,972	+4.1%
Expenses	$606,915	$459,676	+0.3%
Net Income	$2,033,337	$56,296	+35.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John H Nelson	Vice President	1.00	Officer Director	$0	$0	$0
John P Nelson	President	3.00	Officer Director	$0	$0	$0
William A Cutler III	Secretary	1.00	Officer Director	$0	$0	$0
Katherine Nelson	Director	1.00	Director	$0	$0	$0
Thomas D Whitson	Treasurer	1.00	Officer Director	$0	$0	$0
Kristopher Madsen	Director	1.00	Director	$0	$0	$0
James A Campbell	Secretary	1.00	Officer Director	$0	$0	$0
John Jerkovich	Director	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
2024	No data	No data	No data	No data
2023	$2,640,252	$606,915	$3,341,520	$2,033,337
2022	$515,972	$459,676	$1,235,259	$56,296
2021	$792,154	$453,953	$1,295,560	$338,201
2020	$194,245	$256,508	$918,357	$-62,263