Nebraska Philanthropic Trust
Donations deductibleNebraska Philanthropic Trust's network
6 people8 organisationsi6 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (8) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| CE Heaney | Company secretary | 2019 | 7 yrs |
| Lisa Roskens | Director | 2023 | 3 yrs |
| Patrick T Morris (also filed as Pat Morris) | President | 2022 | 4 yrs |
| Sarah Pillen | Director | 2024 | 2 yrs |
| Susan Morris | Vice President | 2019 | 7 yrs |
| W David Scott | Director | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Andrea Marshall | Controller | since 2023 |
| Jennifer Callahan Thru 3202023 | Former Treasurer | 2023 |
| Jennifer Callahan | Treasurer | since 2019 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Patrick T Morris | President | 40 | $309k | $24k | |
| Susan Morris | Vice President | 40 | $245k | $12k | |
| Catherine French | Former Director | 40 | $151k | $17k | |
| W David Scott | Director | 1 | $0 | ||
| Ce Heaney | Secretary | 1 | $0 | ||
| Lisa Roskens | Director | 1 | $0 | ||
| Sarah Pillen | Director | 1 | $0 | ||
| Andrea Marshall | Controller | 10 | $0 |
About
- Legal name
- Nebraska Philanthropic Trust
- EIN
- 832558124
- Address
- 11808 Miracle Hills Dr Ste 115, Omaha, NE, 68154-4492
- State
- Nebraska
- 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. (as filed on the Form 990)
- Activity (NTEE)
- T30 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 6 (IRS master file code)
- Formed
- 2019
- Principal officer
- Patrick T Morris (as named on the Form 990)
- IRS ruling date
- 1 May 2019
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsCE Heaney
≥7years on the filingsSusan Morris
≥4years on the filingsPatrick T Morris
≥3years on the filingsLisa Roskens
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $2.7m
- Total liabilities
- $846k
- Net assets or fund balances
- $1.9m
- Contributions and grants received
- $30k
- Program service revenue
- $1.7m
- Employees
- 5
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $1.9m | $2.2m | Deficit $316k |
As filed on the IRS Form 990. US dollars.