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Nonprofiteer
← DIXON FAMILY FOUNDATION

Form 990 for tax year 2024

Filed by DIXON FAMILY FOUNDATION.

Totals

Total revenue
$1,171,429
Total expenses
$969,935
Contributions and grants received
$0
Grants paid
$705,500
Program service revenue
$0
Investment income
$1,171,429
Other revenue
$0
Total assets, end of year
$48,122,607
Total liabilities, end of year
$24,624
Net assets or fund balances, end of year
$48,097,983
Program services expenses (Part IX)
$775,345
Management and general expenses
$194,590
Fundraising expenses
$0
Program service expenses (Part III)
$775,345

Program services were 79.9% 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 $1,479,079 · excluded $1,479,079

  • 7a · Gross sales of assets other than inventory

    securities $15,728,475

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

    securities $16,036,125

  • 7c · Gain or loss

    securities -$307,650

  • 7d · Net gain or loss

    total -$307,650 · excluded -$307,650

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $705,500 · program services $705,500

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $1,964 · program services $982 · management and general $982

  • 11c · Fees: accounting

    total $12,500 · program services $6,250 · management and general $6,250

  • 11f · Fees: investment management

    total $127,358 · management and general $127,358

  • 19 · Conferences, conventions and meetings

    total $925 · program services $925

  • 24a · Other expenses: CONSULTING FEE

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

  • 24b · Other expenses: PV ADJUSTMENT

    total $1,688 · program services $1,688

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,187,510 · end of year $943,030

  • 11 · Investments: publicly traded securities

    beginning of year $45,653,938 · end of year $46,619,623

  • 15 · Other assets

    beginning of year $389,932 · end of year $559,954

  • 18 · Grants payable

    beginning of year $287,936 · end of year $24,624

  • 27 · Net assets without donor restrictions

    beginning of year $47,943,444 · end of year $48,097,983

Mission and programs · 2024

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 ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS IN COMMUNITIES IN NEBRASKA AND SOUTHWEST IOWA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS.

    Expenses $775,345 · Grants $705,500

As filed on the 2024 return.

Listed in Part VII

  • KAREN A DIXON

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • KATHRYN DIXON LAMBERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ELIZABETH DIXON

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • LINDSEY TONNIGES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROBYN ROBERTS FREEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SARAH YALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • CJ GUENZEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • CALVIN SISSON

    PRESIDENT & CEO

    Total calculated
    $973,900
    From this org
    $0
    From related orgs
    $937,258
    Other
    $36,642
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $660,155 related
    Bonus
    $0 + $265,366 related
    Other
    $0 + $11,737 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $19,392 related
    Filer's total
    $0 + $973,900 related
  • RICH EAKIN

    VICE PRESIDENT

    Total calculated
    $309,669
    From this org
    $0
    From related orgs
    $289,154
    Other
    $20,515
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,385 related
    Bonus
    $0 + $45,769 related
    Other
    $0
    Deferred
    $0 + $10,615 related
    Nontaxable benefits
    $0 + $9,900 related
    Filer's total
    $0 + $309,669 related
  • CHRISTI ANNIN

    CFO

    Total calculated
    $326,393
    From this org
    $0
    From related orgs
    $286,978
    Other
    $39,415
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,670 related
    Bonus
    $0 + $17,308 related
    Other
    $0
    Deferred
    $0 + $11,827 related
    Nontaxable benefits
    $0 + $27,588 related
    Filer's total
    $0 + $326,393 related
  • SARAH LOPEZ

    SECRETARY

    Total calculated
    $220,501
    From this org
    $0
    From related orgs
    $210,001
    Other
    $10,500
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,616 related
    Bonus
    $0 + $10,385 related
    Other
    $0
    Deferred
    $0 + $10,500 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $220,501 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
2024
Filed
15 May 2025
IRS schema version
2024v5.1
Source object
202501359349314465

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