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Nonprofit · EIN 20-2176636

MUTUAL OF OMAHA FOUNDATION

Tax-exempt · OMAHA, NE 68175

Financials

$2.8M$5.9M2023$3.5M$6M2024
Revenue Expenses · by fiscal year end
Financials of MUTUAL OF OMAHA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,456,444$6,046,374-$2,589,930$113,063,412$0$113,063,412
December 31, 2023990-PF$2,813,351$5,907,880-$3,094,529$106,691,699$0$106,691,699
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$752,972
Interest
$105,189
Net gain from sales of assets
$2,464,223
Other income
$134,060

Expenses

Grants and similar amounts paid
$5,613,717
Disbursements for charitable purposes
$5,613,717
Excise tax on investment income
$74,022

Balance sheet and other

Total assets, start of year
$106,691,699
Total assets, end of year
$113,063,412
Total liabilities, end of year
$0
Net assets, end of year
$113,063,412
Fair market value of assets
$113,063,412
Qualifying distributions
$5,613,717
Net investment income
$5,715,441

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
GAIL GRAEVE
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
PRESIDENT/SECRETARY/DIRECTOR20$0
Nancy Crawford
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
Vice President/DIRECTOR0.5$0
Richard R Hrabchak
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
Director0.5$0
Michael Lechtenberger
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
Director0.5$0
Juan Prieto Munoz
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
Director0.5$0
Kathleen Tibke (EFF 124)
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
Treasurer/DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
GAIL A GRAEVE
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
PRESIDENT/SECRETARY/DIRECTOR20$0
MICHAEL A LECHTENBERGER
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
VICE-PRESIDENT/DIRECTOR0.5$0
ELIZABETH A MAZZOTTA TERM 1223
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
TREASURER/DIRECTOR0.5$0
RICHARD R HRABCHAK
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
DIRECTOR0.5$0
NANCY CRAWFORD EFF 123
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
VICE PRESIDENT/DIRECTOR0.5$0
JUAN PRIETO MUNOZ EFF 123
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175-0001
In care of
% CORPORATE TAX
Signed the 990-PF
JIM CRAMPTON, PRES/SEC/DIR
Phone
(866) 663-8665
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2176636
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$113,063,412
Income (IRS master file)
$55,504,652

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,456,444$6,046,374$113,063,412XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,813,351$5,907,880$106,691,699XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2176636).

Questions about MUTUAL OF OMAHA FOUNDATION

What is the EIN of MUTUAL OF OMAHA FOUNDATION?
The employer identification number (EIN) of MUTUAL OF OMAHA FOUNDATION is 20-2176636.
Is MUTUAL OF OMAHA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to MUTUAL OF OMAHA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MUTUAL OF OMAHA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MUTUAL OF OMAHA FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MUTUAL OF OMAHA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MUTUAL OF OMAHA FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does MUTUAL OF OMAHA FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,456,444, expenses of $6,046,374 and total assets of $113,063,412 at year end.

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