Nonprofit · EIN 27-4573866
NATIVE360 LOAN FUND INC
Tax-exempt · GRAND ISLAND, NE 68803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,223,801 | $769,750 | $3,454,051 | $14,595,940 | $3,746,068 | $10,849,872 |
| December 31, 2023 | 990 (amended) | $2,250,548 | $818,466 | $1,432,082 | $10,944,660 | $3,548,839 | $7,395,821 |
| December 31, 2022 | 990 (amended) | $2,068,660 | $838,910 | $1,229,750 | $9,822,882 | $3,859,143 | $5,963,739 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,748,594
- of which government grants
- $1,174,526
- Program service revenue
- $318,773
- Investment income
- $117,778
- Other revenue
- $38,656
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $215,681
- Other salaries and wages
- $141,677
- Salaries, compensation and benefits (total)
- $449,904
- Professional fundraising fees
- $0
- Legal fees
- $55,001
- Occupancy
- $18,105
- Travel
- $3,519
- Depreciation
- $3,659
- Program services (functional)
- $481,598
- Management and general (functional)
- $288,152
Balance sheet and other
- Total assets, start of year
- $10,944,660
- Total assets, end of year
- $14,595,940
- Total liabilities, end of year
- $3,746,068
- Net assets, end of year
- $10,849,872
- Land, buildings and equipment
- $16,306
- Net assets without donor restrictions
- $10,809,872
- Net assets with donor restrictions
- $40,000
- Gross receipts
- $4,223,801
- Employees
- 3
- Year formed
- 2011
- State of legal domicile
- NE
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PERCY UPTON | EXECUTIVE DI Trustee or director, Officer | 45 | $215,681 | $11,675 |
| NICOLLE UPTON | SENIOR FINAN Highest-paid employee | 40 | $101,054 | $5,034 |
| RORY BOWEN | TREASURER Trustee or director, Officer | 5 | $1,715 | $0 |
| SAM NELSON | CHAIRMAN Trustee or director, Officer | 5 | $1,600 | $0 |
| JENNY RICHARDSON | SECRETARY Trustee or director, Officer | 5 | $1,600 | $0 |
| TODD MULLINER | VICE CHAIR Trustee or director, Officer | 5 | $1,300 | $0 |
| BRUCE LONG | DIRECTOR Trustee or director | 5 | $700 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PERCY UPTON | EXECUTIVE DIRECTOR Trustee or director, Key employee | 45 | $197,272 |
| NICOLLE UPTON | SENIOR FINANCIAL MANAGER Key employee | 0 | $87,029 |
| BRUCE LONG | DIRECTOR Trustee or director | 5 | $1,400 |
| JENIFER RICHARDSON | SECRETARY Trustee or director, Officer | 5 | $1,400 |
| SAM NELSON | CHAIRMAN Trustee or director, Officer | 5 | $1,400 |
| TODD MULLINAR | VICE CHAIR Trustee or director, Officer | 5 | $1,400 |
| RORY BOWEN | TREASURER Trustee or director, Officer | 5 | $1,400 |
990 for the year ended December 31, 2022: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PERCY UPTON | EXECUTIVE DIRECTOR Trustee or director, Key employee | 45 | $201,430 |
| NICOLLE UPTON | SENIOR FINANCIAL MANAGER Key employee | 0 | $98,996 |
| JENIFER RICHARDSON | DIRECTOR Trustee or director | 5 | $1,600 |
| BRUCE LONG | DIRECTOR Trustee or director | 5 | $1,600 |
| SAM NELSON | CHAIRMAN Trustee or director, Officer | 5 | $1,600 |
| TODD MULLINAR | VICE CHAIR Trustee or director, Officer | 5 | $1,600 |
| RORY BOWEN | TREASURER Trustee or director, Officer | 5 | $1,400 |
Address and contacts
- Address (IRS master file)
- 2550 N DIERS AVE STE K, GRAND ISLAND, NE 68803-1214
- In care of
- % PERCY UPTON
- Mailing address (990-N for 2011)
- 941 O Street, Lincoln NE 685083626
- Principal officer (990 for 2024)
- PERCY UPTON, 2550 N DIERS AVE SUITE K, GRAND ISLAND, NE 68803
- Principal officer (990-N for 2011)
- Percy Upton, 941 O Street, Lincoln NE 685083626
- Signed the 990
- PERCY UPTON, EXECUTIVE DIRECTOR
- Phone
- (308) 850-0303
- Website
- NATIVE360.ORG
- Return prepared by
- DANA F COLE & COMPANY LLP
Mission
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
Program accomplishments
- 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.Expenses $481,598 · revenue $318,773
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-4573866
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S32)
- Assets (IRS master file)
- $14,595,940
- Income (IRS master file)
- $4,223,801
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,223,801 | $769,750 | $14,595,940 | XML |
| 990 | December 2023 | $2,250,548 | $818,466 | $10,944,660 | XML |
| 990 | December 2022 | $2,068,660 | $838,910 | $9,822,882 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Percy Upton | December 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 27-4573866).
Questions about NATIVE360 LOAN FUND INC
- What is the EIN of NATIVE360 LOAN FUND INC?
- The employer identification number (EIN) of NATIVE360 LOAN FUND INC is 27-4573866.
- Is NATIVE360 LOAN FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to NATIVE360 LOAN FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIVE360 LOAN FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIVE360 LOAN FUND INC 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 NATIVE360 LOAN FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NATIVE360 LOAN FUND INC?
- The 990 for the year ended December 31, 2024 names PERCY UPTON.
- Who are the officers and directors of NATIVE360 LOAN FUND INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 7 received compensation from the organization, the highest $215,681 (PERCY UPTON, EXECUTIVE DI).
- How much revenue does NATIVE360 LOAN FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,223,801, expenses of $769,750 and total assets of $14,595,940 at year end.
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All nonprofits in GRAND ISLAND · Nebraska · Community improvement and capacity building