Nonprofit · EIN 36-3727897
SUZANNE AND WALTER SCOTT FOUNDATION
Tax-exempt · OMAHA, NE 68122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $480,205,807 | $49,947,387 | $430,258,420 | $965,051,014 | $17,632,832 | $947,418,182 |
| December 31, 2023 | 990 | $327,875,619 | $77,325,501 | $250,550,118 | $624,027,717 | $14,607,015 | $609,420,702 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $373,402,500
- Program service revenue
- $1,519,000
- Investment income
- $85,788,624
- Net rental income
- $19,428,726
- Net gain from sales of assets
- $73,242,261
- Other revenue
- $19,495,683
Expenses
- Grants and similar amounts paid
- $25,748,185
- Compensation of officers, directors and key employees
- $2,353,008
- Other salaries and wages
- $4,311,572
- Salaries, compensation and benefits (total)
- $8,565,470
- Professional fundraising fees
- $0
- Legal fees
- $80,498
- Accounting fees
- $80,700
- Occupancy
- $3,150,597
- Travel
- $338,799
- Depreciation
- $842,707
- Program services (functional)
- $40,855,442
- Management and general (functional)
- $9,091,945
Balance sheet and other
- Total assets, start of year
- $624,027,717
- Total assets, end of year
- $965,051,014
- Total liabilities, end of year
- $17,632,832
- Net assets, end of year
- $947,418,182
- Land, buildings and equipment
- $20,987,496
- Publicly traded securities
- $9,896,625
- Net assets without donor restrictions
- $947,418,182
- Gross receipts
- $1,200,455,694
- Employees
- 57
- Volunteers
- 7
- Year formed
- 1990
- 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 |
|---|---|---|---|---|
| CALVIN SISSON | PRESIDENT & CEO Officer | 40 | $937,258 | $36,642 |
| KEN MOREANO | EXECUTIVE DIRECTOR - NOAK Highest-paid employee | 0 | $567,020 | $44,838 |
| CHRISTI ANNIN | CFO Officer | 40 | $286,978 | $39,415 |
| RICHARD EAKIN | VICE PRESIDENT Officer | 40 | $289,154 | $20,515 |
| ANNE FOLKERS | DEPUTY DIRECTOR Key employee | 40 | $232,717 | $39,588 |
| LAURA MILLER | DIRECTOR OF EDUCATION Key employee | 40 | $250,000 | $11,977 |
| GARY FREEMAN | BUSINESS OPERATIONS OFFICER Highest-paid employee | 40 | $223,620 | $31,058 |
| DOMINIC ROMEO | SERVICE MANAGER - NOAK Highest-paid employee | 0 | $233,355 | $11,668 |
| WILLIAM TORSON | CHIEF TECHNOLOGY OFFICER - NOAK Highest-paid employee | 0 | $228,709 | $11,436 |
| RYAN OSBORN | DIRECTOR OF OPERATIONS - NOAK Highest-paid employee | 0 | $200,786 | $29,359 |
| SARAH LOPEZ | DIRECTOR OF GRANTMAKING Key employee | 40 | $210,001 | $10,500 |
| W DAVID SCOTT | DIRECTOR (TREASURER) Trustee or director, Officer | 1 | $0 | $0 |
| MICKEY ANDERSON | DIRECTOR (CHAIRMAN) Trustee or director, Officer | 1 | $0 | $0 |
| RANDY SCHMAILZL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE FAUST | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR WILLIAM SINGER | DIRECTOR Trustee or director | 1 | $0 |
| CINDY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN MORRIS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CALVIN SISSON | PRESIDENT & CEO Officer | 40 | $840,841 | $35,016 |
| KEN MOREANO | EXECUTIVE DIRECTOR - NOAK Highest-paid employee | 0 | $520,928 | $42,792 |
| CHRISTI ANNIN | CFO Officer | 40 | $237,745 | $38,023 |
| RICHARD EAKIN | VICE PRESIDENT Officer | 40 | $254,511 | $19,456 |
| GARY FREEMAN | BUSINESS OPERATIONS OFFICER Highest-paid employee | 40 | $208,360 | $37,160 |
| ANNE FOLKERS | DEPUTY DIRECTOR Key employee | 40 | $198,370 | $35,042 |
| DOMINIC ROMEO | SERVICE MANAGER - NOAK Highest-paid employee | 0 | $220,450 | $10,972 |
| LAURA MILLER | DIRECTOR OF EDUCATION Key employee | 40 | $210,000 | $10,500 |
| RYAN OSBORN | DIRECTOR OF OPERATIONS - NOAK Highest-paid employee | 0 | $189,347 | $27,650 |
| SARAH LOPEZ | DIRECTOR OF GRANTMAKING Key employee | 40 | $190,000 | $9,500 |
| TRACI WILLIAMS HANCOCK | BUSINESS OPERATIONS DIRECTOR - NOAK Highest-paid employee | 0 | $149,090 | $16,079 |
| W DAVID SCOTT | DIRECTOR (TREASURER) Trustee or director, Officer | 1 | $0 | $0 |
| MICKEY ANDERSON | DIRECTOR (CHAIRMAN) Trustee or director, Officer | 1 | $0 | $0 |
| RANDY SCHMAILZL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE FAUST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR WILLIAM SINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN MORRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10340 N 84TH ST, OMAHA, NE 68122-2216
- In care of
- % CHRISTI ANNIN
- Principal officer (990 for 2024)
- CHRISTI ANNIN, 10340 NORTH 84TH STREET, OMAHA, NE 681222216
- Signed the 990
- CHRISTI ANNIN, CFO
- Phone
- (402) 502-1122
- Return prepared by
- LUTZ AND COMPANY PC
Mission
THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND SOCIAL SERVICES.
Program accomplishments
- THE FOUNDATION WAS ORGANIZED AND IS OPERATED GENERALLY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF, THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS IN NEBRASKA AND SOUTHWEST IOWA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS. IN ADDITION, THE FOUNDATION DISTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS. CONSISTENT WITH THE OMAHA COMMUNITY FOUNDATION, THE FOUNDATION SUPPORTS THE UNIVERSITY OF NEBRASKA, OMAHA CAMPUS IN VARIOUS PROJECTS.Expenses $40,855,442 · grants $25,748,185 · revenue $1,519,000
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
- 36-3727897
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $965,051,014
- Income (IRS master file)
- $1,200,455,694
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $327,875,619 | $77,325,501 | $624,027,717 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $61,557,215 | $35,733,087 | $456,659,077 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SUZANNE AND WALTER SCOTT FOUNDATION
- What is the EIN of SUZANNE AND WALTER SCOTT FOUNDATION?
- The employer identification number (EIN) of SUZANNE AND WALTER SCOTT FOUNDATION is 36-3727897.
- Is SUZANNE AND WALTER SCOTT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to SUZANNE AND WALTER SCOTT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SUZANNE AND WALTER SCOTT FOUNDATION 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 SUZANNE AND WALTER SCOTT 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 SUZANNE AND WALTER SCOTT FOUNDATION 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 SUZANNE AND WALTER SCOTT FOUNDATION?
- The 990 for the year ended December 31, 2024 names CHRISTI ANNIN.
- Who are the officers and directors of SUZANNE AND WALTER SCOTT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 18 people; 11 received compensation from the organization, the highest $937,258 (CALVIN SISSON, PRESIDENT & CEO).
- How much revenue does SUZANNE AND WALTER SCOTT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $480,205,807, expenses of $49,947,387 and total assets of $965,051,014 at year end.
Other nonprofits in OMAHA
- OMAHA COMMUNITY FOUNDATION EIN 47-0645958 · last filed 990 for 2024
- BRIDGES PHILANTHROPIC FUND EIN 99-1674027 · last filed 990 for 2025
- OMAHA COMMUNITY FOUNDATION DONOR DIRECTED DEPOSITORY EIN 36-3789990 · last filed 990 for 2024
- OMAHA HOME FOR BOYS FOUNDATION INC EIN 99-1671915 · last filed 990 for 2025
- JEWISH FEDERATION OF OMAHA INC EIN 47-0384659 · last filed 990 for 2025
- WILLIAM AND RUTH SCOTT FAMILY FOUNDATION INC EIN 47-0815787 · last filed 990 for 2024
- UNITED WAY OF THE MIDLANDS EIN 47-0376605 · last filed 990 for 2025
- JEWISH FEDERATION OF OMAHA FOUNDATION EIN 20-1123519 · last filed 990 for 2025
All nonprofits in OMAHA · Nebraska · Philanthropy, voluntarism and grantmaking foundations