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Nonprofiteer
← DIXON FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by DIXON FAMILY FOUNDATION.

Totals

Total revenue
$1,069,172
Total expenses
$953,563
Contributions and grants received
$0
Grants paid
$688,755
Program service revenue
$0
Investment income
$1,020,895
Other revenue
$48,277
Total assets, end of year
$46,984,138
Total liabilities, end of year
$636,275
Net assets or fund balances, end of year
$46,347,863
Program services expenses (Part IX)
$763,202
Management and general expenses
$190,361
Fundraising expenses
$0
Program service expenses (Part III)
$763,202

Program services were 80.0% 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.

  • 3 · Investment income

    total $1,174,008 · excluded $1,174,008

  • 7a · Gross sales of assets other than inventory

    securities $7,153,177

  • 7b · Less cost or other basis and sales expenses

    securities $7,306,290

  • 7c · Gain or loss

    securities -$153,113

  • 7d · Net gain or loss

    total -$153,113 · excluded -$153,113

  • 11a · Other revenue: OTHER INCOME

    total $48,277 · excluded $48,277

  • 11e · Other revenue, total

    $48,277

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $688,755 · program services $688,755

  • 11a · Fees: management

    total $100,000 · program services $50,000 · management and general $50,000

  • 11c · Fees: accounting

    total $11,795 · program services $5,898 · management and general $5,897

  • 11f · Fees: investment management

    total $124,464 · management and general $124,464

  • 24a · Other expenses: CONSULTING FEE

    total $20,000 · program services $10,000 · management and general $10,000

  • 24b · Other expenses: PV ADJUSTMENT

    total $8,538 · program services $8,538

  • 24c · Other expenses: POSTAGE

    total $11 · program services $11

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $374,175 · end of year $111,761

  • 11 · Investments: publicly traded securities

    beginning of year $49,988,792 · end of year $46,459,221

  • 15 · Other assets

    beginning of year $371,654 · end of year $413,156

  • 18 · Grants payable

    beginning of year $872,737 · end of year $636,275

  • 27 · Net assets without donor restrictions

    beginning of year $49,861,884 · end of year $46,347,863

Mission and programs · 2022

Mission

THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES.

  • THE FOUNDATION WAS ORGANIZED AND IS OPERATED GENERALLY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF, THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS OF THE GREATER OMAHA AREA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS. IN ADDITION, THE FOUNDATION DISTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS.

    Expenses $763,202 · Grants $688,755

As filed on the 2022 return.

Listed in Part VII

  • KAREN A DIXON

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM J CARVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBYN ROBERTS FREEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDSEY TONNIGES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH DIXON

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SARAH YALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN DIXON LAMBERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CALVIN SISSON

    PRESIDENT & CEO

    Total calculated
    $829,194
    From this org
    $0
    From related orgs
    $791,842
    Other
    $37,352
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,881 related
    Bonus
    $0 + $401,961 related
    Other
    $0
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $25,152 related
    Filer's total
    $0 + $829,194 related

  • RICH EAKIN

    VICE PRESIDENT

    Total calculated
    $255,443
    From this org
    $0
    From related orgs
    $238,743
    Other
    $16,700
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,743 related
    Bonus
    $0 + $60,000 related
    Other
    $0
    Deferred
    $0 + $7,400 related
    Nontaxable benefits
    $0 + $9,300 related
    Filer's total
    $0 + $255,443 related

  • CHRISTI ANNIN

    DIRECTOR OF FINANCE

    Total calculated
    $263,909
    From this org
    $0
    From related orgs
    $229,109
    Other
    $34,800
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,109 related
    Bonus
    $0 + $50,000 related
    Other
    $0
    Deferred
    $0 + $9,600 related
    Nontaxable benefits
    $0 + $25,200 related
    Filer's total
    $0 + $263,909 related

  • SARAH LOPEZ

    SECRETARY/DIR OF GRANTMAKING

    Total calculated
    $197,675
    From this org
    $0
    From related orgs
    $165,675
    Other
    $32,000
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,675 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0 + $6,800 related
    Nontaxable benefits
    $0 + $25,200 related
    Filer's total
    $0 + $197,675 related

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
11 May 2023
IRS schema version
2022v5.0
Source object
202341349349300709

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