Nonprofit · EIN 47-0719689
INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION
Tax-exempt (reinstated) · LINCOLN, NE 68505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-EZ | $34,057 | $49,053 | -$14,996 | $181,213 | $20,984 | $160,229 |
| October 31, 2024 | 990-EZ | $30,885 | $26,583 | $4,302 | $189,131 | $13,906 | $175,225 |
| October 31, 2023 | 990-EZ | $43,771 | $36,130 | $7,641 | $180,955 | $10,032 | $170,923 |
Financial details: 990-EZ for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $9,000
- Investment income
- $4,811
- Net income from fundraising events
- $18,916
- Other revenue
- $1,330
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,060
- Other expenses
- $27,993
- Program services (functional)
- $47,993
Balance sheet and other
- Total assets, start of year
- $189,131
- Total assets, end of year
- $181,213
- Total liabilities, end of year
- $20,984
- Net assets, end of year
- $160,229
- Cash, savings and investments
- $164,788
- Gross receipts
- $52,372
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-EZ for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF MAGEE | PRESIDENT | 1 | $0 |
| RYAN HEDDEN | VICE PRESIDE | 1 | $0 |
| ANN AMES | SECRETARY/TR | 1 | $0 |
| JULIE RICHT | DIRECTOR | 1 | $0 |
| NATE SPURLING | DIRECTOR | 1 | $0 |
| DAVID STEINKRAUS | DIRECTOR | 1 | $0 |
| ROB TALCOTT | DIRECTOR | 1 | $0 |
| JENNY KOPUN | DIRECTOR | 1 | $0 |
| RILEY TONKIN | DIRECTOR | 1 | $0 |
990-EZ for the year ended October 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON HONGSERMEIER | PAST CHAIR | 1 | $0 |
| JEFF MAGEE | CHAIR | 1 | $0 |
| ANN AMES | SECRETARY/TR | 1 | $0 |
| RYAN HEDDEN | DIRECTOR | 1 | $0 |
| JENNY KOPUN | DIRECTOR | 1 | $0 |
| CRAIG MARMIE | DIRECTOR | 1 | $0 |
| SAM PHILLIPS | DIRECTOR | 1 | $0 |
| NATE SPURLING | DIRECTOR | 1 | $0 |
| DAVID STEINKRAUS | DIRECTOR | 1 | $0 |
| RILEY TONKIN | DIRECTOR | 1 | $0 |
990-EZ for the year ended October 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF MAGEE | DIRECTOR | 1 | $0 |
| ANN AMES | SECRETARY/TR | 1 | $0 |
| SAM PHILLIPS | DIRECTOR | 1 | $0 |
| CRAIG MARMIE | DIRECTOR | 1 | $0 |
| NATE SPURLING | DIRECTOR | 1 | $0 |
| LISA LADAY-DAVIS | DIRECTOR | 1 | $0 |
| DAVID STEINKRAUS | DIRECTOR | 1 | $0 |
| JON HONGSERMEIER | PRESIDENT | 1 | $0 |
| MICHAEL LUNA | DIRECTOR | 1 | $0 |
| RILEY TONKIN | DIRECTOR | 1 | $0 |
| RYAN HEDDEN | VICE PRESIDE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8231 NORTHWOODS DRIVE STE B, LINCOLN, NE 68505-3092
- Mailing address (990-N for 2010)
- 8231-B Northwoods Dr, Lincoln NE 68505
- Principal officer (990-N for 2010)
- Carol McClelland, 8231-B Northwoods Dr, Lincoln NE 68505
- Signed the 990-EZ
- ANN AMES, SECRETARY/TREASURER
- Phone
- (402) 476-2951
- Return prepared by
- DANA F COLE & COMPANY LLP
Mission
SEE SCHEDULE O
Program accomplishments
- PROVIDES SCHOLARSHIIPS TO STUDENTS, SUPPORTS COURSES ADN PROGAMS RELATING TO INSURANCE AND ACTS AS A RESOURCE TO PROMOTE A BETTER UNDERSTANDING OF THE PRINCIPALS OF INSURANCE BY THE GENERAL PUBLIC.Expenses $47,993 · grants $20,000
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-EZ on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-EZ on file |
IRS record
- EIN
- 47-0719689
- 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
- 2011
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $181,213
- Income (IRS master file)
- $52,372
Revocation and reinstatement
- Exemption revoked
- January 15, 2011
- Posted by the IRS
- September 7, 2011
- Reinstated
- Effective January 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | October 2025 | $34,057 | $49,053 | $181,213 | XML |
| 990-EZ | October 2024 | $30,885 | $26,583 | $189,131 | XML |
| 990-EZ | October 2023 | $43,771 | $36,130 | $180,955 | XML |
| 990-EZ | October 2022 | – | – | – | IRS |
| 990-EZ | October 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | IRS |
| 990-EZ | August 2019 | – | – | – | IRS |
| 990-EZ | August 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Carol McClelland | August 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 47-0719689).
Questions about INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION
- What is the EIN of INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION?
- The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION is 47-0719689.
- Is INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on January 15, 2011 and reinstated it effective January 15, 2011.
- Are donations to INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION 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 INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended October 2025.
- Who is the principal officer of INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION?
- The 990-N for 2010 names Carol McClelland.
- Who are the officers and directors of INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION?
- The 990-EZ for the year ended October 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does INDEPENDENT INSURANCE AGENTS OF NEBRASKA FOUNDATION have?
- On its 990-EZ for the year ended October 31, 2025 it reported revenue of $34,057, expenses of $49,053 and total assets of $181,213 at year end.
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- OPPORTUNITY SCHOLARSHIPS OF NEBRASKA EIN 93-2008470 · last filed 990 for 2025
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