2025-03-30T13:40:48-04:00 2023-12-31 260724881 PHILLIPS &CRUISE TAX &BUSINESS SVCS 115 E SOUTH FRONT NO 4 GRAND ISLAND NE 68801 990 2023-01-01 274573866 NATIVE360 LOAN FUND INC NATI 2550 N DIERS AVE SUITE K GRAND ISLAND NE 68803 RORY BOWEN TREASURER 3088500303 2025-03-26 true true GARY PHILLIPS P00267486 3083813668 2025-03-30 X 2023 2025-03-06 01:10:19Z X 2250548 false X NATIVE360.ORG X 2011 NE PROVIDE AFFORDABLE CREDIT, CAPITAL, TECHNICAL ASSISTANCE AND PROGRAMS TO PONCA TRIBAL MEMBERS AND OTHER NATIVE AMERICANS ENCOURAGING THEM TO BECOME STRONG AND SELF SUFFICIENT BUSINESS OWNERS 6 6 3 0 0 1817348 1964077 247231 286471 0 4081 0 2068660 2250548 0 0 386605 398701 0 0 452305 419765 838910 818466 1229750 1432082 9822882 10944660 3859143 3548839 5963739 7395821 PROVIDE AFFORDABLE CREDIT, CAPITAL, TECHNICAL ASSISTANCE AND PROGRAMS TO PONCA TRIBAL MEMBERS AND OTHER NATIVE AMERICANS ENCOURAGING THEM TO BECOME STRONG AND SELF SUFFICIENT BUSINESS OWNERS 738120 286471 PROVIDE TRAINING AND TECHNICAL ASSISTANCE TO PONCA TRIBE OF NEBRASKA TRIBAL MEMBERS AND OTHER NATIVE AMERICANS SEEKING TO START, MAINTAIN OR EXPAND SMALL BUSINESSES. THIS SUPPORT WILL COME FROM WORKSHOPS, SEMINARS, WEB BASED SERVICES, HELP WRITING A BUSINESS PLAN, CREDIT REPAIR SERVICES, ENTREPRENEURIAL TRAINING, WEB BASED TECHNICAL ASSISTANCE, AND MORE. ACTIVITIES WILL ADDRESS BARRIERS LIMITING SUCCESSFUL DEVELOPMENT OF MICRO BUSINESSES. FIRST PONCA FINANCIAL WILL ALSO MAKE LOANS TO THE SAME PERSONS THAT PARTICIPATE IN ITS TRAINING AND ASSISTANCE PROGRAM. 738120 true true false false false false false false false false true false false true false false false false false false false false false false false false false false false true false false false true false false false false false false false false false false false false false false true 8 0 true 3 true false false false false false false false false X 6 6 false false false false false false false true true false false true true true true false false true false false NE X PERCY UPTON 3088500303 2550 N DIERS AVE SUITE K GRAND ISLAND NE 68803 PERCY UPTON EXECUTIVE DIRECTOR 45.00 0.00 X X 197272 0 0 NICOLLE UPTON SENIOR FINANCIAL MANAGER 0.00 0.00 X 87029 0 0 BRUCE LONG DIRECTOR 5.00 0.00 X 1400 0 0 JENIFER RICHARDSON SECRETARY 5.00 0.00 X X 1400 0 0 SAM NELSON CHAIRMAN 5.00 0.00 X X 1400 0 0 TODD MULLINAR VICE CHAIR 5.00 0.00 X X 1400 0 0 RORY BOWEN TREASURER 5.00 0.00 X X 1400 0 0 291301 0 0 1 false true false 1964077 1964077 LOAN INTEREST INCOME 522291 286471 286471 286471 MISC INCOME 522291 2250548 286471 0 0 X 185272 185272 123231 123231 17194 17194 50969 50969 22035 22035 21974 21974 25103 25103 26434 26434 10603 10603 60832 60832 3980 3980 15949 15949 18308 18308 78481 78481 1865 1865 8165 8165 TRAINING 38294 38294 LOAN LOSS RESERVE 64978 64978 LICENSES AND PERMITS 865 865 43934 43934 818466 738120 80346 0 5169236 5560464 522480 4126888 3723091 22785 7912 1963 14873 524795 1123752 9822882 10944660 29618 53592 3829525 3495247 3859143 3548839 X 5963739 7395821 5963739 7395821 9822882 10944660 1432082 0 X X true X true X false true true X 1409856 1628660 2335237 1817348 1965077 9156178 1409856 1628660 2335237 1817348 1965077 9156178 9156178 105523 157405 155959 247171 283494 949552 105523 157405 155959 247171 283494 949552 3951 7708 4141 2977 18777 1519330 1786065 2498904 2068660 2251548 10124507 0.90440 0.91080 0.09000 0.09000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22785 7912 14873 14873 CURRENT PORTION OF LONG TERM DEBT 1018900 INTEREST ACCRUED 20022 PREPAID EXPENSES 9042 OWEESTA LOAN LOSS RESERVE 25000 RIGHT TO USE ASSET 50788 1123752 false false false false false false PERCY UPTON EXECUTIVE DIRECTOR 197272 197272 LEVI UPTON SON OF EXEC DIR CONSUMER LOAN X 252810 222757 false true true ABBY SIEMERS DAUGHTER OF EXEC DIR CONSUMER LOAN X 163849 155696 false true true PERCY UPTON EXECUTIVE DIRECTOR HOME IMPROVEMENT X 30000 22545 false true true TODD MULLINER VICE CHAIR VEHICLE LOAN X 36000 24479 false true true JENNIFER RICHARDSON SECRETARY HOME LOAN X 102975 97003 false true true 522480 Amended return information PART VII - OFFICERS, DIRECTORS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES INCOME WAS INCLUDED. AN ADDITIONAL KEY EMPLOYEE WAS ADDED.SCHEDULE L - PART II - LOANS TO AND FROM INTERESTED PERSONS WAS INCLUDED ON PART II INSTEAD OF PART IIISCHEDULE J QUESTIONS WERE ANSWERED Form 990 governing body review Part VI line 11 A COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING Conflict of interest policy compliance Part VI line 12c EACH DIRECTOR, PRINCIPALOFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON:A HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICYB HAS READ AND UNDERSTANDS THE POLICYC HAS AGREED TO COMPLY WITH THE POLICY ANDD UNDERSTAND THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WITCH ACCOMPLISH ONE OR MORE OF ITS TAX EXEPMT PURPOSES.IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTERST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED (CONTINUED)TRANSACTION OR ARRANGEMENTAFTER DISCLOSURE OF THE FINANCIAL INTERST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WIYJ THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. CEO executive director top management comp Part VI line 15a A COMPARISON WAS MADE OF THE SALARY OF THE EXCUTIVE DIRECTOR TO THE SALARIES OF OTHER EXCUTIVE DIRECTORS IN OTHER ORGANIZATIONS. Governing documents etc available to public Part VI line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST Audited by an independent accountant Part XII line 2b AN AUDIT HAS BEEN COMPLETED List of other fees for services expenses Part IX line 11g CONTRACTOR FEES List of other expenses Part IX line 24e PROFESSIONAL FEES