Nonprofit · EIN 36-4071892
LORI & DAVID SCOTT FOUNDATION
Tax-exempt · OMAHA, NE 68122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,948,018 | $1,002,515 | $945,503 | $42,025,117 | $300,096 | $41,725,021 |
| December 31, 2024 | 990 | $843,713 | $723,121 | $120,592 | $38,962,608 | $190,000 | $38,772,608 |
| December 31, 2023 | 990 | $5,493,282 | $977,925 | $4,515,357 | $39,031,694 | $393,874 | $38,637,820 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $750,000
- Program service revenue
- $0
- Investment income
- $1,183,114
- Net gain from sales of assets
- -$72,232
- Other revenue
- $14,904
Expenses
- Grants and similar amounts paid
- $766,930
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $14,650
- Program services (functional)
- $834,283
- Management and general (functional)
- $168,232
Balance sheet and other
- Total assets, start of year
- $38,962,608
- Total assets, end of year
- $42,025,117
- Total liabilities, end of year
- $300,096
- Net assets, end of year
- $41,725,021
- Publicly traded securities
- $40,863,528
- Net assets without donor restrictions
- $41,725,021
- Gross receipts
- $6,971,815
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1995
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA MILLER | SECRETARY Officer | 1 | $7,306 | $280,000 | $13,805 |
| CALVIN SISSON | PRESIDENT & CEO Officer | 1 | $8,975 | $272,529 | $12,494 |
| CHRISTI ANNIN | CFO Officer | 1 | $3,039 | $92,258 | $13,103 |
| RICH EAKIN | VICE PRESIDENT Officer | 1 | $2,960 | $89,880 | $6,695 |
| W DAVID SCOTT | DIRECTOR (CHARIMAN) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES E LANDEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LORI SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK R MCDONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELLEN WRIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FATIMA BASITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE CASSLING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CALVIN SISSON | PRESIDENT & CEO Officer | 1 | $0 | $937,258 | $36,642 |
| CHRISTI ANNIN | CFO Officer | 1 | $0 | $286,978 | $39,415 |
| RICH EAKIN | VICE PRESIDENT Officer | 1 | $0 | $289,154 | $20,515 |
| LAURA MILLER | SECRETARY Officer | 1 | $0 | $250,000 | $11,977 |
| W DAVID SCOTT | DIRECTOR (CHARIMAN) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES E LANDEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LORI SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK R MCDONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELLEN WRIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FATIMA BASITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE CASSLING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CALVIN SISSON | PRESIDENT & CEO Officer | 1 | $0 | $840,841 | $35,016 |
| CHRISTI ANNIN | CFO Officer | 1 | $0 | $237,745 | $38,023 |
| RICH EAKIN | VICE PRESIDENT Officer | 1 | $0 | $254,511 | $19,456 |
| LAURA MILLER | SECRETARY Officer | 1 | $0 | $210,000 | $10,500 |
| W DAVID SCOTT | DIRECTOR (CHARIMAN) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES E LANDEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LORI SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK R MCDONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELLEN WRIGHT | DIRECTOR Trustee or director | 1 | $0 | $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 2025)
- W DAVID SCOTT, 10340 NORTH 84TH STREET, OMAHA, NE 68122
- Signed the 990
- W DAVID SCOTT, CHAIRMAN
- 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 ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS IN COMMUNITIES IN NEBRASKA AND SOUTHWEST IOWA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS.Expenses $834,283 · grants $766,930
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 | 990 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
- 36-4071892
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,025,117
- Income (IRS master file)
- $6,971,815
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,948,018 | $1,002,515 | $42,025,117 | IRS |
| 990 | December 2024 | $843,713 | $723,121 | $38,962,608 | IRS |
| 990 | December 2023 | $5,493,282 | $977,925 | $39,031,694 | XML |
| 990 | December 2022 | $624,434 | $579,682 | $37,805,055 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 36-4071892).
Questions about LORI & DAVID SCOTT FOUNDATION
- What is the EIN of LORI & DAVID SCOTT FOUNDATION?
- The employer identification number (EIN) of LORI & DAVID SCOTT FOUNDATION is 36-4071892.
- Is LORI & DAVID SCOTT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to LORI & DAVID SCOTT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LORI & DAVID 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 LORI & DAVID SCOTT FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LORI & DAVID SCOTT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LORI & DAVID SCOTT FOUNDATION?
- The 990 for the year ended December 31, 2025 names W DAVID SCOTT.
- Who are the officers and directors of LORI & DAVID SCOTT FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 11 people; 4 received compensation from the organization, the highest $7,306 (LAURA MILLER, SECRETARY).
- How much revenue does LORI & DAVID SCOTT FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,948,018, expenses of $1,002,515 and total assets of $42,025,117 at year end.
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