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Nonprofiteer
← NEBRASKA BANKERS EDUCATIONAL FOUNDATION

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 Linville

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Richard 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 Zimbelman

    CHAIRMAN-ELECT

    Total calculated
    $0
    Hours/week
    1
  • Travis A Sears

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Erin N Rea

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gisela Jundt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hannah Eatherton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Holly Wood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • James E Landen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey C Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jessica Wurtele

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kelly Grefe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Laurie Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mishayla Freburg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • P Mark Graff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Perry E Haralson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ron 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 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 Niday

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Vicki 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.

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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