Nonprofit · EIN 94-3027928
THE LOZIER FOUNDATION
Tax-exempt · OMAHA, NE 68102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $31,322,758 | $52,978,999 | -$21,656,241 | $437,091,158 | $110 | $437,091,048 |
| December 31, 2023 | 990-PF | $50,597,216 | $40,242,203 | $10,355,013 | $458,817,281 | $69,992 | $458,747,289 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,500
- Dividends
- $17,620,045
- Interest
- $552,547
- Net gain from sales of assets
- $13,212,524
- Other income
- -$69,858
Expenses
- Grants and similar amounts paid
- $49,221,417
- Compensation of officers, directors and key employees
- $27,069
- Salaries, compensation and benefits (total)
- $618,018
- Disbursements for charitable purposes
- $50,080,576
- Excise tax on investment income
- $405,927
Balance sheet and other
- Total assets, start of year
- $458,817,281
- Total assets, end of year
- $437,091,158
- Total liabilities, end of year
- $110
- Net assets, end of year
- $437,091,048
- Fair market value of assets
- $516,974,036
- Qualifying distributions
- $51,085,771
- Net investment income
- $31,553,710
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN TOOHEY 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | DIRECTOR OF EDUCATIO Highest-paid employee | 40 | $241,479 | $38,402 |
| RENEE FRY 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | DIRECTOR OF POLICY Highest-paid employee | 40 | $184,864 | $36,321 |
| TAHNEE MARKUSSEN 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | PROGRAM OFFICER Highest-paid employee | 40 | $114,200 | $22,497 |
| KWIN KUNKLE 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | GRANTS ADMINISTRATOR Highest-paid employee | 40 | $81,772 | $15,060 |
| COLLETTE LOZIER 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE | 20 | $27,069 | $0 |
| DIANNE S LOZIER 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | EXEC DIRECTOR/TRUSTEE | 10 | $0 | $0 |
| A GEORGE LOZIER 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE | 2 | $0 | $0 |
| ASHLEY KUHN 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE (ENDING 2024)/ADVISOR | 2 | $0 | $0 |
| JOHN HEASTON DECEASED 5312024 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE | 2 | $0 | $0 |
| JANICE GARNETT 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE (ENDING 2024)/ADVISOR | 2 | $0 | $0 |
| EMILIANO LERDA 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE (ENDING 2024)/ADVISOR | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN TOOHEY 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | DIRECTOR OF EDUCATIO Highest-paid employee | 40 | $231,749 | $38,786 |
| RENEE FRY 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | DIRECTOR OF POLICY Highest-paid employee | 40 | $189,415 | $35,869 |
| TAHNEE MARKUSSEN 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | PROGRAM OFFICER Highest-paid employee | 40 | $110,614 | $20,738 |
| KWIN KUNKLE 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | GRANTS ADMINISTRATOR Highest-paid employee | 40 | $79,384 | $16,194 |
| COLLETTE LOZIER 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE | 20 | $29,145 | $0 |
| DIANNE S LOZIER 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | EXEC DIRECTOR/TRUSTEE | 10 | $0 | $0 |
| A GEORGE LOZIER 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE | 2 | $0 | $0 |
| ASHLEY KUHN 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE | 2 | $0 | $0 |
| JOHN HEASTON DECEASED 5312024 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | TRUSTEE | 2 | $0 | $0 |
| ROBERT BRAUN JR 1299 FARNAM STREET SUITE 1450, OMAHA, NE 68102 | DIRECTOR OF PHILANTHROPY | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1299 FARNAM ST STE 1450, OMAHA, NE 68102-1130
- Signed the 990-PF
- DIANNE S LOZIER, TRUSTEE
- Phone
- (402) 457-8133
- Website
- WWW.LOZIERFOUNDATION.ORG
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3027928
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $437,091,158
- Income (IRS master file)
- $129,596,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $31,322,758 | $52,978,999 | $437,091,158 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $50,597,216 | $40,242,203 | $458,817,281 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 94-3027928).
Questions about THE LOZIER FOUNDATION
- What is the EIN of THE LOZIER FOUNDATION?
- The employer identification number (EIN) of THE LOZIER FOUNDATION is 94-3027928.
- Is THE LOZIER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to THE LOZIER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LOZIER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LOZIER FOUNDATION 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 THE LOZIER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE LOZIER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 5 received compensation from the organization, the highest $241,479 (SUSAN TOOHEY, DIRECTOR OF EDUCATIO).
- How much revenue does THE LOZIER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $31,322,758, expenses of $52,978,999 and total assets of $437,091,158 at year end.
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