Nonprofit · EIN 36-3699672
NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND
Tax-exempt · OMAHA, NE 68118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $42,510 | $48,221 | -$5,711 | $823,988 | $12,328,435 | -$11,504,447 |
| December 31, 2023 | 990 | $45,480 | $58,351 | -$12,871 | $888,290 | $12,734,453 | -$11,846,163 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $42,510
- Net gain from sales of assets
- $408
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $48,221
Balance sheet and other
- Total assets, start of year
- $888,290
- Total assets, end of year
- $823,988
- Total liabilities, end of year
- $12,328,435
- Net assets, end of year
- -$11,504,447
- Publicly traded securities
- $799,098
- Net assets without donor restrictions
- -$11,504,447
- Gross receipts
- $173,425
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1988
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN L GOESER | PRES & CEO NEBR METHODIST Trustee or director, Officer | 1 | $0 | $1,364,694 | $286,724 |
| JEFFREY E FRANCIS | CFO Officer | 1 | $0 | $677,985 | $163,726 |
| MONTY SELLON MD | DIRECTOR Trustee or director | 1 | $0 | $574,238 | $97,910 |
| CAROLEE V JONES MD | DIRECTOR Trustee or director | 1 | $0 | $319,247 | $57,936 |
| LARRY V PEARSON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADAM YALE | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEB BASS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JODY HORNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD C HAHN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAN KINNEY PH D | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| C L LANDEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SID DINSDALE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRET C GRIESS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADRIAN DOWELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN L GOESER | PRES & CEO NEBR METHODIST Trustee or director, Officer | 1 | $0 | $1,250,508 | $281,592 |
| CAROLEE V JONES MD | DIRECTOR Trustee or director | 1 | $0 | $798,625 | $63,735 |
| JEFFREY E FRANCIS | CFO Officer | 1 | $0 | $659,734 | $148,176 |
| MONTY SELLON MD | DIRECTOR Trustee or director | 1 | $0 | $509,652 | $45,020 |
| LARRY V PEARSON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADAM YALE | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEB BASS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JODY HORNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD C HAHN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAN KINNEY PH D | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| C L LANDEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SID DINSDALE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRET C GRIESS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 825 S 169TH ST, OMAHA, NE 68118-9300
- Principal officer (990 for 2024)
- JEFFREY E FRANCIS, 825 S 169TH STREET, OMAHA, NE 68118
- Signed the 990
- JEFFREY E FRANCIS, VP FINANCE & CFO
- Phone
- (402) 354-4840
Mission
THE NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND PROVIDES A POOLED FUND FROM CONTRIBUTIONS OF THE NEBRASKA METHODIST HEALTH SYSTEM AFFILIATES WHICH RESULTS IN A COST EFFECTIVE METHOD OF CONTROLLING, REDUCING AND PROTECTING RISKS OF LEGAL LIABILITY WHICH ARISE OUT OF THE RENDERING OF CARE TO THE SICK AND INJURED.
Program accomplishments
- THE TRUST FUND WAS ORGANIZED TO PROVIDE MEDICAL MALPRACTICE & GENERAL LIABILITY SELF-INSURANCE PROTECTION FOR NEBRASKA METHODIST HEALTH SYSTEM AND ITS AFFILIATES. THE TRUST POSTS FUNDS OF THE BENEFICIARIES TO SELF-INSURE EXPOSURE OF EMPLOYEES AND CERTAIN AGENTS. THESE EXPOSURES INCLUDE MALPRACTICE, PATIENT RELATED GENERAL LIABILITY, AND COMPREHENSIVE GENERAL LIABILITY. THIS POOLING OF FUNDS HELPS TO REDUCE INSURANCE EXPENSE RESULTING IN LOWER COST MEDICAL SERVICES TO THE COMMUNITY.Expenses $48,221
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
- 36-3699672
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20Z)
- Assets (IRS master file)
- $823,988
- Income (IRS master file)
- $173,425
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $42,510 | $48,221 | $823,988 | IRS |
| 990 | December 2023 | $45,480 | $58,351 | $888,290 | XML |
| 990 | December 2022 | $108,265 | $22,918 | $964,698 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 36-3699672).
Questions about NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND
- What is the EIN of NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND?
- The employer identification number (EIN) of NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND is 36-3699672.
- Is NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND 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 NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND 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 NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND 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 NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND?
- The 990 for the year ended December 31, 2024 names JEFFREY E FRANCIS.
- Who are the officers and directors of NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $42,510, expenses of $48,221 and total assets of $823,988 at year end.
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