Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 47-0723949

CALVARY LUTHERAN FOUNDATION INC

Tax-exempt · LINCOLN, NE 68502

Financials

−$17K$3K2023$76K$3K2024−$19K$44K2025
Revenue Expenses · by fiscal year end
Financials of CALVARY LUTHERAN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-$18,655$43,633-$62,288$501,945$0$501,945
December 31, 2024990$75,577$3,396$72,181$564,233$0$564,233
December 31, 2023990-$17,371$2,860-$20,231$492,052$0$492,052
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$11,404
Program service revenue
$0
Investment income
$10,800
Net rental income
-$40,866
Net gain from sales of assets
$4,693
Other revenue
-$40,859

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,225
Program services (functional)
$43,633

Balance sheet and other

Total assets, start of year
$564,233
Total assets, end of year
$501,945
Total liabilities, end of year
$0
Net assets, end of year
$501,945
Land, buildings and equipment
$355,429
Publicly traded securities
$74,537
Gross receipts
$56,236
Employees
0
Year formed
1981
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.

NameTitleHours / weekCompensation
JEFF BENNEDIRECTOR- AS
Trustee or director
–$0
ARNETTE GARRISDIRECTOR-AS
Trustee or director
–$0
NEIL LUNZMANNSECRETARY- A
Trustee or director, Officer
–$0
CHRIS MYERSVICE PRESIDE
Trustee or director, Officer
–$0
KIRBY REARDONDIRECTOR - A
Trustee or director
–$0
JIM SCHULZDIRECTOR- AS
Trustee or director
–$0
JEFF SMITHPRESIDENT- A
Trustee or director, Officer
–$0
KENT STILESDIRECTOR- AS
Trustee or director
–$0
FIRST NEBRASKA TRUST COMPANYTRUSTEE- AS
Institutional trustee
–$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
JEFF BENNEDIRECTOR- AS
Trustee or director
–$0
ARNETTE GARRISDIRECTOR-AS
Trustee or director
–$0
NEIL LUNZMANNSECRETARY- A
Trustee or director, Officer
–$0
CHRIS MYERSVICE PRESIDE
Trustee or director, Officer
–$0
KIRBY REARDONDIRECTOR - A
Trustee or director
–$0
JIM SCHULZDIRECTOR- AS
Trustee or director
–$0
JEFF SMITHPRESIDENT- A
Trustee or director, Officer
–$0
KENT STILESDIRECTOR- AS
Trustee or director
–$0
FIRST NEBRASKA TRUST COMPANYTRUSTEE- AS
Institutional trustee
–$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
JEFF BENNEDIRECTOR- AS
Trustee or director
–$0
NEIL LUNZMANNSECRETARY- A
Trustee or director, Officer
–$0
CHRIS MYERSVICE PRESIDE
Trustee or director, Officer
–$0
JIM SCHULZDIRECTOR- AS
Trustee or director
–$0
JEFF SMITHPRESIDENT- A
Trustee or director, Officer
–$0
JOAN SOTHANDIRECTOR-AS
Trustee or director
–$0
KENT STILESDIRECTOR- AS
Trustee or director
–$0
FIRST NEBRASKA TRUST COMPANYTRUSTEE- AS
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
2788 FRANKLIN ST, LINCOLN, NE 68502-3231
In care of
% FIRST NEBRASKA TRUST COMPANY
Principal officer (990 for 2025)
JEFF SMITH, 2430 MARILYNN AVE, LINCOLN, NE 68502
Signed the 990
JEFF SMITH, PRESIDENT- AS NEEDED
Phone
(402) 580-6847
Return prepared by
JB GROUP INC

Mission

TO PROVIDE SUPPORT FOR CALVARY LUTHERAN CHURCH IN LINCOLN, NE AND LOCAL CHRISTIAN MINISTRIES.

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE SUPPORT FOR LUTHERAN FAMILY SERVICES AND LINCOLN LUTHERAN FUNDRAISER GALA
    Expenses $1,250
  • PROVIDE SUPPORT TO CALVARY LUTHERAN CHURCH
    Expenses $40,000
  • OPERATING AND SUPPORT FUNCTIONS OF THE ORGANIZATION
    Expenses $2,383

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-0723949
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
Assets (IRS master file)
$501,945
Income (IRS master file)
$56,236

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025-$18,655$43,633$501,945XML
990December 2024$75,577$3,396$564,233XML
990December 2023-$17,371$2,860$492,052XML
990December 2022-$699$7,570$512,283IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––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 47-0723949).

Questions about CALVARY LUTHERAN FOUNDATION INC

What is the EIN of CALVARY LUTHERAN FOUNDATION INC?
The employer identification number (EIN) of CALVARY LUTHERAN FOUNDATION INC is 47-0723949.
Is CALVARY LUTHERAN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to CALVARY LUTHERAN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CALVARY LUTHERAN FOUNDATION 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 CALVARY LUTHERAN FOUNDATION INC 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 CALVARY LUTHERAN FOUNDATION INC 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 CALVARY LUTHERAN FOUNDATION INC?
The 990 for the year ended December 31, 2025 names JEFF SMITH.
Who are the officers and directors of CALVARY LUTHERAN FOUNDATION INC?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does CALVARY LUTHERAN FOUNDATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of -$18,655, expenses of $43,633 and total assets of $501,945 at year end.

Other nonprofits in LINCOLN

All nonprofits in LINCOLN · Nebraska