Nonprofit · EIN 36-3723642
MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND
Tax-exempt · OMAHA, NE 68175
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $305,207 | $218,985 | $86,222 | $399,737 | $0 | $399,737 |
| December 31, 2023 | 990 | $325,119 | $226,652 | $98,467 | $313,515 | $0 | $313,515 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $294,185
- Program service revenue
- $0
- Investment income
- $11,022
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $217,322
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $218,985
Balance sheet and other
- Total assets, start of year
- $313,515
- Total assets, end of year
- $399,737
- Total liabilities, end of year
- $0
- Net assets, end of year
- $399,737
- Gross receipts
- $305,207
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1990
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEX HIGGINS | VICE PRESIDENT & DIRECTOR Trustee or director, Officer | 2 | $0 |
| CRUZ Cabrera | SECRETARY & DIRECTOR Trustee or director, Officer | 2 | $0 |
| JEN CONNEALY | SECRETARY & DIRECTOR Trustee or director, Officer | 2 | $0 |
| KELLEE GRIMES | PRESIDENT & DIRECTOR Trustee or director, Officer | 2 | $0 |
| KIM ARMSTRONG | TREASURER & DIRECTOR Trustee or director, Officer | 2 | $0 |
| MEGHAN MALIK | SECRETARY & DIRECTOR Trustee or director, Officer | 2 | $0 |
| ALLYSON ZIEGLER | DIRECTOR Trustee or director | 1 | $0 |
| TAY MILLER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michelle Sexton | VICE PRESIDENT & DIRECTOR Trustee or director, Officer | 2 | $0 |
| Kellee Grimes | PRESIDENT & DIRECTOR Trustee or director, Officer | 2 | $0 |
| Kim Armstrong | SECRETARY & DIRECTOR Trustee or director, Officer | 5 | $0 |
| Vicki Rushlau | Treasurer & Director Trustee or director, Officer | 1 | $0 |
| Cruz Cabrera de Ortiz | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175-0001
- In care of
- % ATTN JIM CRAMPTON
- Principal officer (990 for 2024)
- KELLEE GRIMES, MUTUAL OF OMAHA PLAZA, OMAHA, NE 68175
- Signed the 990
- KELLEE GRIMES, PRESIDENT & DIRECTOR
- Phone
- (402) 351-8944
- Return prepared by
- ERNST & YOUNG US LLP
Mission
THE MISSION OF THE MUTUAL OF OMAHA EMPLOYEE ASSISTANCE FUND IS TO PROVIDE AID TO ASSOCIATES EXPERIENCING HARDSHIP IN TIMES OF CRISIS.
Program accomplishments
- THE EMPLOYEE FINANCIAL ASSISTANCE FUND (THE FUND) PROVIDES FINANCIAL ASSISTANCE TO ASSOCIATES DURING CRISIS OR NEED. FULL-TIME, PART TIME AND TEMPORARY EMPLOYEES OF MUTUAL OF OMAHA - WHO ARE EXPERIENCING HARDSHIP, CAN APPLY FOR ASSISTANCE FROM THE FUND. EMPLOYEES ARE LIMITED TO RECEIVING GENERAL FINANCIAL ASSISTANCE ONCE EVERY 18 MONTHS. ASSISTANCE IS PROVIDED TO EMPLOYEES FACING CHALLENGES FOR ITEMS SUCH AS TRANSPORTATION, UTILITIES, HOUSING, CHILDCARE, AND EMERGENCY HOME REPAIR. THE FUND IS PRIMARILY FUNDED BY CONTRIBUTIONS FROM MUTUAL OF OMAHA EMPLOYEES, THE CORPORATION AND MATCHING GIFTS BY THE MUTUAL OF OMAHA FOUNDATION. IN 2024, THE ORGANIZATION HELPED 350 EMPLOYEES AND THEIR FAMILIIES. TOTAL NUMBER OF ASSOCIATES PROVIDED A GRANT: 350 AVERAGE SIZE OF GRANT: $620Expenses $218,985 · grants $217,322
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3723642
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20Z)
- Assets (IRS master file)
- $399,737
- Income (IRS master file)
- $305,207
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $305,207 | $218,985 | $399,737 | XML |
| 990 | December 2023 | $325,119 | $226,652 | $313,515 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3723642).
Questions about MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND
- What is the EIN of MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND?
- The employer identification number (EIN) of MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND is 36-3723642.
- Is MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND?
- The 990 for the year ended December 31, 2024 names KELLEE GRIMES.
- Who are the officers and directors of MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $305,207, expenses of $218,985 and total assets of $399,737 at year end.
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