2021-04-28T08:27:18-05:00 2020-06-30 KPMG LLP 1212 North 96th Street Suite 300 Omaha NE 68114 990 2019-07-01 470379839 University of Nebraska Foundation % Troy K Wilhelm UNIV 4024581100 PO Box 82555 Lincoln NE 68501 TROY K WILHELM CFO 4024581100 2021-04-27 true Donald Neal Jr P00798244 4023481450 2021-04-21 2019 2022-09-23 18:48:47Z TROY K WILHELM 1010 Lincoln Mall Suite 300 Lincoln NE 68508 2505993723 false X www.nufoundation.org X 1936 NE The University of Nebraska Foundation grow relationships and resources that enable the Univeristy of Nebraska to change lives and save lives. 17 14 261 65 -3066477 0 234855484 244889395 0 0 108765651 117297296 764896 2616204 344386031 364802895 207641075 169594135 0 0 21122988 22060668 644940 664281 20477448 24579806 21671732 253988809 213990816 90397222 150812079 2516577930 2596674595 383714851 379301585 2132863079 2217373010 The University of Nebraska Foundation grows relationships and resources that enable the University of Nebraska to change lives and save lives. false false 169594135 169594135 0 The University of Nebraska Foundation raises and manages private financial support from individuals, corporations and other foundations for the benefit of the University of Nebraska. 169594135 true true false false false false false true false true true true false false true true false true false false true false false true false false false true false true false false false false false false false true true true false false true true true true false false true 78 0 true 261 true true true false false false false true true false true true false false false X 17 14 false false false false true true false true true false false false true true true true true true true false CA CO IN KY ME MD MA MI MN NH NJ NY OR SC UT X X Troy K Wilhelm 4024581100 1010 Lincoln Mall Suite 300 Lincoln NE 68508 X Brian F Hastings PRESIDENT & CEO 40.0 0.0 X X 459388 0 43414 Lori Byrne EVP, Development 40.0 0.0 X 280576 0 41937 Troy K Wilhelm CFO & Treasurer 40.0 0.0 X 278666 0 30939 Joe Selig SVP, UNL Development 40.0 0.0 X 267241 0 34974 Amy Volk SVP, UNMC Development 40.0 0.0 X 249443 0 39588 Brian Neale VP, INVESTMENTS 40.0 0.0 X 232452 0 39612 Keith D Miles SVP, General Counsel, Corp Sec 40.0 5.0 X 220298 0 38150 Dara Troutman Chief of Staff 40.0 0.0 X 192657 0 21333 Chet A Poehling Assoc General Counsel, Asst Co 40.0 0.0 X 82540 0 27139 William D Jackman Board Chair 1.0 0.0 X X 0 0 0 Don Voelte Board Chair-Elect 1.0 0.0 X X 0 0 0 Dan Bahensky Director 1.0 0.0 X 0 0 0 Paul Engler Director 1.0 0.0 X 0 0 0 Charles D Fritch MD Director 1.0 0.0 X 0 0 0 Carey Hamilton Director 1.0 0.0 X 0 0 0 Norman R Hedgecock Director 1.0 0.0 X 0 0 0 Margaret M Holman Director 1.0 0.0 X 0 0 0 Anne Hubbard Director 1.0 0.0 X 0 0 0 Robert Kelley Director 1.0 0.0 X 0 0 0 Rodrigo Lopez Director 1.0 0.0 X 0 0 0 JoAnn Martin Director 1.0 0.0 X 0 0 0 Jane E Miller Director 1.0 0.0 X 0 0 0 Angie Muhleisen Director 1.0 0.0 X 0 0 0 J Scott Nelson Director 1.0 0.0 X 0 0 0 Thomas H Warren Sr Director 1.0 0.0 X 0 0 0 Mark Chronister Director (THRU 7/19) 1.0 0.0 X 0 0 0 John Gottschalk Director (THRU 10/19) 1.0 0.0 X 0 0 0 2263261 0 317086 37 false true false Frontier Capital Management Company 99 Summer Street Boston MA 02110 Investment Managers 794678 Ruffalo Noel Levitz LLC 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Fundraising 664481 Union Bank Trust Company 6811 S 27th Street Lincoln NE 68512 Investment Managers 544709 Harding Loevner 400 Crossing Blvd 4th Floor Bridgewater NJ 08807 Investment Managers 503500 Iridian Asset Management LLC 276 Post Road West Westport CT 06880 Investment Managers 402205 15 105362 244784033 19865251 244889395 0 47013725 -3066477 50080202 0 861 861 943915 112789 831126 0 831126 831126 2211361610 2141078039 70283571 70283571 70283571 0 0 0 0 0 0 0 0 0 CHANGE IN VALUE OF SPLIT INT AGREEMENT 900099 1784217 1784217 1784217 364802895 -3066477 122979977 169594135 169594135 0 0 0 1074917 848929 225988 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15066731 DEPOSITS HELD IN CUSTODY 328739697 343806428 X Schedule D, Part III, Line 4 COLLECTIONS OF ART, HISTORICAL TREASURES, AND OTHER SIMILIAR ASSETS The collections include works of art, books, poems, and other historical treasures housed at various centers and museums at the University of Nebraska's campuses. These collections further expand the educational experiences of the students at the institution. Schedule D, Part V, Line 4 Endowment Funds Endowment funds are intended to support the University of Nebraska. Schedule D, Part X, Line 2 FIN 48 FOOTNOTE The Foundation is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. The Foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Such tax positions, which are more than 50% likely of being realized, are measured at their highest value. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. During fiscal years 2020 and 2019, management determined there are no income tax positions requiring recognition in the consolidated financial statements. false Europe (Including Iceland and Greenland) 3 Investments 14804331 Central America and the Caribbean 28 Investments 155096864 31 31 169901195 169901195 true false false false true false Schedule F, Part I, Line 3(f) Value of Investments Value of Investments: $170,742,861 Expense paid to managers: ($841,666) ________________ Total on page 1: $169,901,195 X true Ruffalo Noel Levitz LLC 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Phone Solicit false 447470 664281 -216811 447470 664281 -216811 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI true University of Nebraska 3835 Holdrege Street Lincoln NE 68588 470049123 501(c)(3) 166120154 2290644 FMV/Appraisals DONATED FOR UNIV USE University Support The Alumni Assoc of the University of NE - Lincoln 1520 R Street Lincoln NE 68508 470378980 501(c)(3) 350000 Alumni Association Support Alumni Association Support UNMC Alumni Association 985200 Nebraska Medical Center Omaha NE 68198 270733750 501(c)(3) 230000 Alumni Association Support Alumni Association Support Nebraska Medicine 987400 Nebraska Medical Center Omaha NE 68198 813158267 501(c)(3) 603336 Alumni Association Support Program Support 4 Schedule I, Part I, Line 2 Grant funds are paid upon submission of request for said funds after the expenses are incurred at the IRC Section 501(c)(3) affiliated organizations. X true true X X X X false false false false false false false false false Brian F Hastings PRESIDENT & CEO 391865 0 52800 0 14723 0 22400 0 23448 0 505236 0 0 0 Troy K Wilhelm CFO & Treasurer 257710 0 19969 0 987 0 20903 0 11420 0 310989 0 0 0 Keith D Miles SVP, General Counsel, Corp Sec 202786 0 16371 0 1141 0 17136 0 22398 0 259832 0 0 0 Lori Byrne EVP, Development 251954 0 19989 0 8633 0 20923 0 22398 0 323897 0 0 0 Joe Selig SVP, UNL Development 243553 0 19424 0 4264 0 20336 0 16022 0 303599 0 0 0 Amy Volk SVP, UNMC Development 220801 0 17742 0 10900 0 18575 0 22397 0 290415 0 0 0 Brian Neale VP, INVESTMENTS 214260 0 17325 0 867 0 18135 0 22861 0 273448 0 0 0 Dara Troutman Chief of Staff 177718 0 13966 0 973 0 14297 0 7845 0 214799 0 0 0 Schedule J, Part I, Line 1a SOCIAL DUES FOR SELECTED EMPLOYEES AVAILABLE BASED UPON JOB RESPONSIBILITIES. JoAnn Martin CEO, Ameritas 9093 TPA of Dental Plan false Angie Muhleisen CEO, Union Bank & Trust 491786 Management of Assets false Schedule L, Part IV Business transactions involving interested persons Angie Muhleisen is the president and CEO of union bank and trust. Union bank and trust provides asset management services to the university of Nebraska foundation. During fiscal year 2020, $491,786 was paid to union bank and trust for asset management services. Joann martin is a director of Ameritas life insurance corporation. Ameritas life insurance company serves as the third-party administrator for the University of Nebraska foundation self-insured dental plan. During fiscal year 2020, $9,093 in administrative fees were paid to Ameritas life insurance corporation. X 7 231725 Appraisal X 3 154800 Fair Market Value X 204 16508275 Fair Market Value X 1 771000 Appraisal X 1 265000 Fair Market Value X 1 1400000 Fair Market Value X 1 505750 Appraisal X 1 5000 Fair Market Value X Livestock 1 2083 Fair Market Value X Mineral Interests 3 3706 Fair Market Value X Insurance Policy 1 17912 Fair Market Value 5 false true true Schedule M, Part I, Line (b) AMOUNTS LISTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. Schedule M, Part I, Line 32b THIRD PARTIES THE ORGANIZATION USES BROKERS TO SELL STOCK GIFTS AND REAL ESTATE GIFTS. Form 990, Part IV, Line 4 The University of Nebraska Foundation does not engage in lobbying activities. The University of Nebraska engages an external firm for an insubstantial amount of lobbying activities and pays for those services from unrestricted funds held at the University of Nebraska Foundation. Form 990, Part VI, Line 6 TRUSTEE MEMBERS TRUSTEES ARE CONSIDERED MEMBERS OF THE ENTITY. Form 990, Part VI, Line 7a ELECTIONS OF BOARD OF DIRECTORS TRUSTEES ELECT THE BOARD OF DIRECTORS. Form 990, Part VI, Line 11b REVIEW OF THE FORM 990 THE APPROVAL OF THE FORM 990 HAS BEEN DELEGATED BY THE BOARD OF DIRECTORS TO THE TAX REVIEW SUBCOMMITTEE. THE TAX REVIEW SUBCOMMITTEE CONSISTS OF THREE ELECTED DIRECTORS - THE BOARD CHAIR, BOARD CHAIR-ELECT AND AUDIT COMMITTEE CHAIR. THE TAX REVIEW SUBCOMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. THE FORM 990 WITH SCHEDULE B REDACTED IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 12c CONFLICT OF INTEREST POLICY ANNUAL COMPLETION OF THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS REQUIRED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. STATED DISCLOSURES ARE INVESTIGATED BY IN-HOUSE LEGAL COUNSEL AND REPORTED TO THE CHAIR OF THE AUDIT COMMITTEE. THE CHAIR REVIEWS ANY POTENTIAL CONFLICTS AND MAKES A RECOMMENDATION TO THE BOARD, IF APPROPRIATE. THE BOARD MAKES THE FINAL DETERMINATION OF WHETHER OR NOT THERE IS A DISQUALIFYING EVENT. AT ANY TIME, A BOARD MEMBER MAY RECUSE HIMSELF/HERSELF FROM THE DISCUSSION. THE INDIVIDUAL IS ALSO REQUIRED TO DISCLOSE ANY KNOWN OR POSSIBLE CONFLICTS THAT ARISE DURING THE YEAR. Form 990, Part VI, Line 15a REVIEW OF COMPENSATION MARKET DATA ON COMPENSATION IS GATHERED AND ANALYZED AND THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE. BASED ON THE DATA PROVIDED, THE COMPENSATION SUBCOMMITTEE SUBMITS RECOMMENDATIONS FOR COMPENSATION OF OFFICERS AND DISQUALIFIED PERSONS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, WITH THE AUTHORITY PROVIDED TO THEM BY THE BOARD OF DIRECTORS, APPROVES ALL DISQUALIFIED PERSON SALARIES AND REPORTS THE SALARIES TO THE BOARD. Form 990, Part VI, Line 19 GOVERNING DOCUMENTS AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. UNF Investments LLC PO Box 82555 Lincoln NE 68501 470795794 Business Dev NE 1273144 2606713 U of NE Fdn UNF Charitable Gift Fund 1010 Lincoln Mall Suite 300 Lincoln NE 68508 200288992 Char. Giving NE 501(c)(3) 7 U of NE FDN true false false true false false false false false false false false true false true false false false false true UNF Charitable Gift Fund c 105362 Accrual UNF Charitable Gift Fund s 8300 Accrual