INCEPTIA

EIN: 920907062 501(c)(3) Education

LINCOLN, NE

Total Revenue
$47,663,616
Total Expenses
$17,602,528
Total Assets
$257,336,499
Net Assets
$255,419,884
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
NE
Principal Officer
DAVID MACOUBRIE
Phone
4024796623
Tax Period
2023-10-01 to 2024-09-30

INCEPTIA, founded in 2022, is a mid-sized nonprofit in the Education sector that reported $47.7M in total revenue in fiscal year 2023. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $30.1M, a strong 63% operating margin.

Mission

TO BE THE TRUSTED ADVISOR SUPPORTING LIFE-LONG LEARNING, EDUCATIONAL ACCESS AND SKILLS DEVELOPMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $40,008,683
Program Service Revenue $1,370,587
Investment Income $6,284,346
Other Revenue $0
TOTAL REVENUE $47,663,616

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $11,668,549
Other Expenses $17,602,528
TOTAL EXPENSES $17,602,528

Year-over-Year Comparison

2023 2022 Change
Revenue $47,663,616 $204,344,227 -0.8%
Expenses $17,602,528 $4,735,727 +2.7%
Net Income $30,061,088 $199,608,500 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
7
Independent Members
6
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
8
$2,328,707
Total Directors
8
$996,629
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RANDALL SCOTT HEESACKER CEO (THRU OCT 2023) 20.00
Officer Director
$0 $59,496 $536,141
DAVID A MACOUBRIE CEO (AS OF OCT 2023) 20.00
Officer Director
$0 $57,308 $366,688
JILL M HICKS CFO 20.00
Officer
$0 $43,014 $344,797
MICHAEL JAY LUBBEN SENIOR VP BUSINESS DEVELOPMENT 40.00
Officer
$0 $52,200 $285,564
SUSAN KAY DOWNING SENIOR VP MARKETING 40.00
Officer
$0 $54,299 $287,388
WILLIAM LEONARD KOHL SENIOR VP PORTFOLIO MANAGEMENT 20.00
Officer
$0 $48,389 $264,778
DEANA MARIE UNGER VP OPERATIONS 40.00
Officer
$0 $27,288 $202,801
PAMELA SUE BECKMANN SR. DIRECTOR OF CUSTOMER SVC & STUDENT ENGAGEMENT 0.00
Highest
$0 $46,752 $197,766
MARK E KRINGS VP CLIENT SERVICES 0.00
Highest
$0 $58,382 $206,562
KRISTA BROOKE ODBERT AVP PRODUCT DEVELOPMENT 0.00
Highest
$0 $28,087 $161,522
SHANNON R JONES AVP BUSINESS DEVELOPMENT 0.00
Highest
$0 $40,174 $163,748
TIMOTHY JON ROETHIG AVP CONTACT CENTER OPS 0.00
Highest
$0 $45,731 $167,789
RICHARD VIERK CHAIR 0.50
Officer Director
$0 $0 $40,550
KIMBERLY RUSSEL DIRECTOR 0.50
Director
$0 $0 $13,750
GUY SAUNDERS DIRECTOR 0.50
Director
$0 $0 $15,000
ANTHONY GOINS DIRECTOR 0.50
Director
$0 $0 $10,500
JOSEPH KNECHT DIRECTOR 0.50
Director
$0 $0 $14,000
DAVID LECHNER DIRECTOR 0.50
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 $47,663,616 $17,602,528 $257,336,499 $30,061,088
2023 $204,344,227 $4,735,727 $195,862,511 $199,608,500
Explore More Nonprofits
Top 100 Nonprofits in Nebraska Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare INCEPTIA with other nonprofits in Nebraska and across the country.