Form 990 for tax year 2025
Filed by NEBRASKA BANKERS EDUCATIONAL FOUNDATION.
Totals
- Total revenue
- $32,997
- Total expenses
- $24,331
- Contributions and grants received
- $4,620
- Grants paid
- $20,000
- Program service revenue
- $0
- Investment income
- $28,377
- Other revenue
- $0
- Total assets, end of year
- $956,449
- Total liabilities, end of year
- $54,283
- Net assets or fund balances, end of year
- $902,166
- Program services expenses (Part IX)
- $22,336
- Management and general expenses
- $1,995
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $22,336
Program services were 91.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$4,620
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $28,377 · excluded $28,377
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8c · Net income from fundraising events
total $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,000 · program services $1,000
-
2 · Grants to domestic individuals
total $19,000 · program services $19,000
-
11c · Fees: accounting
total $3,990 · program services $1,995 · management and general $1,995
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $328 · program services $328
-
24a · Other expenses: MISCELLANEOUS EXPENSE
total $13 · program services $13
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $17,107 · end of year $69,679
-
2 · Savings and temporary cash investments
beginning of year $838,305 · end of year $847,682
-
4 · Accounts receivable
beginning of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $39,088 · end of year $39,088
-
17 · Accounts payable and accrued expenses
beginning of year $1,000 · end of year $54,283
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $893,500 · end of year $902,166
Mission and programs · 2025
Mission
THE FOUNDATION'S MISSION IS TO PROVIDE SUPPORT FOR EDUCATION, TRAINING AND CAREER DEVELOPMENT FOR BANKING AND RELATED PROGRAMS. IN ADDITION, THE FOUNDATION WILL SUPPORT FEDERALLY INSURED DEPOSITORY INSTITUTIONS AND THE COMMUNITIES IN WHICH THEY ARE LOCATED THROUGH ROBBERY REWARD PROGRAMS, DISASTER RECOVERY ASSISTANCE AND FINANCIAL LITERACY AND OTHER RELATED ACTIVITIES.
Activities or mission (Part I)
THE FOUNDATION'S MISSION IS TO PROVIDE SUPPORT FOR EDUCATION, TRAINING AND CAREER DEVELOPMENT FOR BANKING AND RELATED PROGRAMS.
-
AWARDING SCHOLARSHIPS TO COLLEGE AND UNIVERSITY STUDENTS MAJORING IN PROGRAMS RELATED TO BANKING AND TO EMPLOYEES OF FEDERALLY INSURED DEPOSITORY INSTITUTIONS; TO SPONSOR AND SUPPORT EDUCATION PROGRAMS FOR EMPLOYEES OF FEDERALLY INSURED DEPOSITORY INSTITUTIONS AND MEMBERS OF THE GENERAL PUBLIC IN THE AREAS OF FINANCIAL LITERACY, FINANCIAL PLANNING, BANKING, FINANCE AND RELATED ACTIVITIES; TO DISTRIBUTE DISASTER RELIEF PAYMENTS TO EMPLOYEES OF FEDERALLY INSURED DEPOSITORY INSTITUTIONS AND TO INDIVIDUALS AND BUSINESSES LIVING IN OR LOCATED IN AREAS IN WHICH A DISASTER IS IN PLACE; AND TO DISTRIBUTE REWARDS IN CONNECTION WITH ROBBERIES OCCURING AT FDIC INSURED INSTITUTIONS LOCATED IN NEBRASKA.
Expenses $22,336 · Grants $20,000
As filed on the 2025 return.
Listed in Part VII
-
Mark K LinvilleMARK K LINVILLE
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Richard BaierRICHARD BAIER
PRESIDENT
- Total calculated
- $420,969
- From this org
- $0
- From related orgs
- $353,252
- Other
- $67,717
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $303,327 related
- Bonus
- $0 + $40,182 related
- Other
- $0 + $9,743 related
- Deferred
- $0 + $24,500 related
- Nontaxable benefits
- $0 + $43,217 related
- Filer's total
- $0 + $420,969 related
-
Scott A ZimbelmanSCOTT A ZIMBELMAN
CHAIRMAN-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Travis A SearsTRAVIS A SEARS
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Erin N ReaERIN N REA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gisela JundtGISELA JUNDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hannah EathertonHANNAH EATHERTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Holly WoodHOLLY WOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James E LandenJAMES E LANDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey C JohnsonJEFFREY C JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica WurteleJESSICA WURTELE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly GrefeKELLY GREFE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurie JohnsonLAURIE JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mishayla FreburgMISHAYLA FREBURG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
P Mark GraffP MARK GRAFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Perry E HaralsonPERRY E HARALSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ron ArrigoRON ARRIGO
DIRECTOR
- Total calculated
- $239,504
- From this org
- $0
- From related orgs
- $180,742
- Other
- $58,762
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $145,946 related
- Bonus
- $0 + $23,163 related
- Other
- $0 + $11,633 related
- Deferred
- $0 + $13,478 related
- Nontaxable benefits
- $0 + $45,284 related
- Filer's total
- $0 + $239,504 related
-
Scott YankSCOTT YANK
DIRECTOR
- Total calculated
- $278,472
- From this org
- $0
- From related orgs
- $217,722
- Other
- $60,750
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $187,246 related
- Bonus
- $0 + $20,437 related
- Other
- $0 + $10,039 related
- Deferred
- $0 + $16,225 related
- Nontaxable benefits
- $0 + $44,525 related
- Filer's total
- $0 + $278,472 related
-
Tyler NidayTYLER NIDAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vicki StullVICKI STULL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NEBRASKA BANKER'S ASSOCIATION INC
501(C)(6) · EDUCATION · NE
Directly controlled by NA
-
KSNE BANKERS ASSOC SCHOOL OF BANKING
501(C)(3) · EDUCATION · NE
Directly controlled by NBAKBA
-
NEBRASKA BANKERS FEDERAL PAC
527 · POLITICAL · NE
Directly controlled by NBA
-
NEBRASKA BANKERS STATE PAC
527 · POLITICAL · NE
Directly controlled by NBA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
NEBRASKA BANKERS INSURANCE & SERVICES CO
C CORPORATION · INSURANCE SERVICES · NE
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 8 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202632519349301613
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