Inceptia
Donations deductibleRevenue
$14.2m
year to 30 September 2025
Expenses
$16.9m
year to 30 September 2025
Total assets
$279.2m
$2.2m liabilities
Net assets
$277m
assets less liabilities
Directors and trustees
8
3.2 years on average
Staff
0
employees, year to 30 September 2025
Chair observed
≥1 yr
Richard Vierk
Left since last filing
0
no seats appear to have opened
Inceptia's network
8 people6 organisationsi8 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (14) 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
8 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.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 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 |
|---|---|---|---|
| Richard Vierk Chair | Chair | 2023 | 3 yrs |
| Anthony Goins | Director | 2023 | 3 yrs |
| David A Macoubrie | CEO (As of Oct 2023) | 2024 | 2 yrs |
| David Lechner | Director | 2024 | 2 yrs |
| Guy Saunders | Director | 2023 | 3 yrs |
| Joseph Knecht | Director | 2023 | 3 yrs |
| Kimberly Russel (also filed as Kim Russel) | Director | 2023 | 3 yrs |
| Randall Scott Heesacker | CEO (Thru Oct 2023) | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
13 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 |
|---|---|---|
| Carissa R Uhlman | VP Student Success | 2023 |
| Christopher J Campbell | Ast VP Business Development | 2023 |
| David A Macoubrie | Executive VP & COO | 2023 |
| Deana Marie Unger | VP Operations | since 2023 |
| Jill M Hicks | CFO | since 2023 |
| Krista Brooke Odbert | AVP Product Development | 2024 |
| Mark E Krings | VP Product Implementation | since 2023 |
| Michael Jay Lubben | Senior VP Business Development | since 2023 |
| Pamela Sue Beckmann | Sr. Director of Customer SVC & Student Engagement | 2024 |
| Shannon R Jones | VP Business Development | since 2023 |
| Susan Kay Downing | Senior VP Marketing | since 2023 |
| Timothy Jon Roethig | AVP Contact Center Ops | 2024 |
| William Leonard Kohl | Senior VP Portfolio Management | since 2023 |
Pay and hours
year to 30 September 2025iFrom 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 |
|---|---|---|---|---|---|
| Michael Jay Lubben | SVP Business Dev. (Thru 04/24) | 40 | $367k | $32k | |
| Susan Kay Downing | Senior VP Marketing | 40 | $244k | $55k | |
| Deana Marie Unger | VP Operations | 40 | $235k | $28k | |
| David A Macoubrie | CEO/President | 20 | $184k | $184k | $54k |
| Jill M Hicks | CFO/ Sec & Treas | 20 | $159k | $159k | $45k |
| Mark Krings | VP Client Services | 40 | $154k | $57k | |
| Shannon Jones | AVP Business Development | 40 | $142k | $34k | |
| Christopher Campbell | AVP Business Development | 40 | $130k | $21k | |
| William Leonard Kohl | Senior VP Portfolio Management | 20 | $112k | $112k | $54k |
| Adam Davy | VP Business Dev (As of 07/24) | 40 | $69k | $10k | |
| Brenda Sisel | AVP Accounting/Finance | 20 | $61k | $61k | $44k |
| Timothy Roethig | AVP Operations-Contact Center | 8 | $27k | $107k | $47k |
| Richard Vierk | Chair | 3 | $18k | $18k | |
| Guy Saunders | Director | 1 | $6k | $6k | |
| Joseph Knecht | Director | 1 | $6k | $6k | |
| Kimberly Russel | Director (Thru 12/2024) | 1 | $6k | $6k | |
| Anthony Goins | Director | 1 | $6k | $6k | |
| David Lechner | Director (As of 06/10/2024) | 1 | $3k | $6k | |
| Randall Scott Heesacker | Former CEO | 0 | $0 | $426k |
About
- Legal name
- Inceptia
- EIN
- 920907062
- Address
- Po Box 82507, Lincoln, NE, 68501-2507
- State
- Nebraska
- Mission
- Inceptia helps educational institutions strengthen relationships and boost enrollment using solutions that enable students to navigate admissions and financial aid, borrow wisely and resolve loan repayment challenges. (as filed on the Form 990)
- Activity (NTEE)
- B82 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 2022
- Principal officer
- David Macoubrie (as named on the Form 990)
- IRS ruling date
- 1 April 2023
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 2, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedSUPPORTING ORGFoundation for Educational Services IncRelatedSUPPORTING ORGNebraska Student Loan Program IncRelatedEDU SUPPORTEducationquest Foundation
Longest observed on the filings
≥3years on the filingsRichard Vierk
≥3years on the filingsAnthony Goins
≥3years on the filingsGuy Saunders
≥3years on the filingsJoseph Knecht
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $279.2m
- Total liabilities
- $2.2m
- Net assets or fund balances
- $277m
- Contributions and grants received
- $0
- Program service revenue
- $3.7m
- Employees
- 0
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 |
|---|---|---|---|
| 2023 | $47.7m | $17.6m | $30.1m |
As filed on the IRS Form 990. US dollars.