Nonprofit · EIN 83-2558124
NEBRASKA PHILANTHROPIC TRUST
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,917,899 | $2,233,684 | -$315,785 | $2,741,786 | $846,177 | $1,895,609 |
| December 31, 2023 | 990 | $1,548,554 | $2,814,174 | -$1,265,620 | $2,997,440 | $786,046 | $2,211,394 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $30,000
- Program service revenue
- $1,741,665
- Investment income
- $80,530
- Net rental income
- $56,733
- Other revenue
- $65,704
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $758,420
- Other salaries and wages
- $54,171
- Salaries, compensation and benefits (total)
- $910,068
- Professional fundraising fees
- $0
- Legal fees
- $13,527
- Accounting fees
- $56,406
- Occupancy
- $97,180
- Travel
- $30,867
- Depreciation
- $8,529
- Program services (functional)
- $1,394,987
- Management and general (functional)
- $278,092
- Fundraising (functional)
- $560,605
Balance sheet and other
- Total assets, start of year
- $2,997,440
- Total assets, end of year
- $2,741,786
- Total liabilities, end of year
- $846,177
- Net assets, end of year
- $1,895,609
- Land, buildings and equipment
- $100,267
- Net assets without donor restrictions
- $1,713,339
- Net assets with donor restrictions
- $182,270
- Gross receipts
- $1,917,899
- Employees
- 5
- Volunteers
- 0
- Year formed
- 2019
- 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 |
|---|---|---|---|---|
| PATRICK T MORRIS | PRESIDENT Trustee or director, Officer | 40 | $309,202 | $23,888 |
| SUSAN MORRIS | VICE PRESIDENT Trustee or director, Officer | 40 | $244,890 | $12,493 |
| CATHERINE FRENCH | FORMER DIRECTOR Former | 40 | $151,368 | $16,579 |
| W DAVID SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CE HEANEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LISA ROSKENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH PILLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA MARSHALL | CONTROLLER Officer | 10 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK T MORRIS | PRESIDENT Trustee or director, Officer | 40 | $287,585 | $23,750 |
| SUSAN MORRIS | VICE PRESIDENT Trustee or director, Officer | 40 | $272,970 | $13,281 |
| JENNIFER CALLAHAN THRU 3202023 | FORMER TREASURER Officer | 40 | $29,327 | $0 |
| CATHERINE FRENCH THRU 102023 | FORMER DIRECTOR Trustee or director | 1 | $17,308 | $2,777 |
| W DAVID SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CE HEANEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LISA ROSKENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH PILLEN AS OF 112023 | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA MARSHALL | CONTROLLER Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11808 MIRACLE HILLS DR STE 115, OMAHA, NE 68154-4492
- In care of
- % SUSAN L MORRIS
- Principal officer (990 for 2024)
- PATRICK T MORRIS, 11808 MIRACLE HILLS DRIVE 115, OMAHA, NE 68154
- Signed the 990
- PATRICK T MORRIS, PRESIDENT
- Phone
- (531) 283-5287
- Return prepared by
- LUTZ AND COMPANY PC
Mission
THE INITIAL PURPOSE OF THE ORGANIZATION IS TO ENHANCE THE GENERAL WELFARE OF THE STATE OF NEBRASKA BY PROVIDING FUNDRAISING SUPPORT TO PUBLIC AND CHARITABLE INSTITUTIONS AND BY ASSISTING IN THE CONSTRUCTION OF FACILITIES WHICH WILL ASSIST IN ACHIEVING THAT GOAL. THE ORGANIZATION WAS INVOLVED IN SEVERAL PROJECTS IN 2024, FURTHER DESCRIBED BELOW.
Program accomplishments
- THE ORGANIZATION WAS INVOLVED IN THE FUNDRAISING AND PROJECT MANAGEMENT FOR A STORAGE BUILDING SUPPORTING BAXTER ARENA FOR THE UNIVERSITY OF NEBRASKA AT OMAHA.Expenses $504,421
- THE ORGANIZATION ASSISTED MULTIPLE OTHER ACTIVITIES INCLUDING: UNIVERSITY OF NEBRASKA BALLFIELD FACILITIES, UNIVERSITY OF NEBRASKA AT OMAHA'S BASKETBALL TEAM NUTRITION TABLE, UNIVERSITY OF NEBRASKA AT LINCOLN'S STADIUM, AND OTHER CERTAIN OPERATING COSTS IN CONNECTION WITH FULFILLING ITS MISSION OF PROVIDING FUNDRAISING AND PROJECT MANAGEMENT TO CHARITABLE ORGANIZATIONS IN THE STATE OF NEBRASKA.Expenses $890,566 · revenue $1,741,665
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
- 83-2558124
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $2,741,786
- Income (IRS master file)
- $1,917,899
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,917,899 | $2,233,684 | $2,741,786 | XML |
| 990 | December 2023 | $1,548,554 | $2,814,174 | $2,997,440 | XML |
| 990 | December 2022 | $1,767,990 | $393,908 | $3,209,298 | 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 83-2558124).
Questions about NEBRASKA PHILANTHROPIC TRUST
- What is the EIN of NEBRASKA PHILANTHROPIC TRUST?
- The employer identification number (EIN) of NEBRASKA PHILANTHROPIC TRUST is 83-2558124.
- Is NEBRASKA PHILANTHROPIC TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to NEBRASKA PHILANTHROPIC TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEBRASKA PHILANTHROPIC TRUST 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 PHILANTHROPIC TRUST 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 PHILANTHROPIC TRUST 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 PHILANTHROPIC TRUST?
- The 990 for the year ended December 31, 2024 names PATRICK T MORRIS.
- Who are the officers and directors of NEBRASKA PHILANTHROPIC TRUST?
- The 990 for the year ended December 31, 2024 lists 8 people; 3 received compensation from the organization, the highest $309,202 (PATRICK T MORRIS, PRESIDENT).
- How much revenue does NEBRASKA PHILANTHROPIC TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,917,899, expenses of $2,233,684 and total assets of $2,741,786 at year end.
Other nonprofits in OMAHA
- THE SUSAN THOMPSON BUFFETT FOUNDATION EIN 47-6032365 · last filed 990-PF for 2025
- WALTER SCOTT FAMILY FOUNDATION EIN 47-1116371 · last filed 990-PF for 2024
- SHERWOOD FOUNDATION EIN 47-0824755 · last filed 990-PF for 2025
- SUZANNE AND WALTER SCOTT FOUNDATION EIN 36-3727897 · last filed 990 for 2024
- OMAHA COMMUNITY FOUNDATION EIN 47-0645958 · last filed 990 for 2024
- BRIDGES PHILANTHROPIC FUND EIN 99-1674027 · last filed 990 for 2025
- PETER KIEWIT FOUNDATION EIN 47-6098282 · last filed 990-PF for 2025
- OMAHA COMMUNITY FOUNDATION DONOR DIRECTED DEPOSITORY EIN 36-3789990 · last filed 990 for 2024
All nonprofits in OMAHA · Nebraska · Philanthropy, voluntarism and grantmaking foundations