2016 GIVING REPORT As we reflect on the success of 2016 and look ahead, we are grateful for the collective efforts of all who helped cultivate generosity this year. This year our donors gave 11,000 grants—a record!—to 2,349 nonprofits. And we opened 154 new donor accounts, which helps further expand our reach. With more than $1 billion in assets, we are now the 15th largest community foundation in the country, according to CF Insights. While these numbers are impressive, our biggest successes are reflected in the relationships we continue to build across our community. In 2016, we worked to deepen our impact throughout the region. We launched The Landscape, a community indicator project that uses publicly available data to gage how the Omaha metro is faring in six areas community life. This project reaffirms our commitment to meeting the community’s greatest needs, while expanding the breadth and depth of knowledge we offer. The Landscape is a space where each of us can dig deeper and learn about this community beyond our own unique experience; our hope is that this project helps inform our own work, and the efforts of our many partners and collaborators across the Omaha-Council Bluffs region. Each and every day these partners—our board, staff, the area’s nonprofit sector, and our family of donors—are driven to make this community a better place for all. Together we seek to inspire philanthropy that’s both big and small—whether it’s a new $10 donation given during Omaha Gives!, a leader influenced through our Nonprofit Capacity Building Program, or a donor that witnesses the tangible impact of their substantial gift. Since our founding in 1982, more than $1.5 billion has been granted to nonprofits on behalf of our 1,500-plus donors. As a result of this collective enthusiasm around giving, we can look to the future of our community with optimism. We know there is more good to be uncovered, and we’re excited to continue this important work together. WHAT WE DO Nonprofits: We strengthen nonprofits through our nonprofit capacity building and grant programs. Community: We bring the community together around giving through Omaha Gives! and The Landscape. Cultivating Generosity: We expand giving opportunities for donors through charitable account services, legacy giving and donor resources. 2 OUR MISSION OUR VALUES To serve the community by cultivating COMMUNITY: We’re in this together. generosity and strengthening nonprofits. Helping each other is how we move forward. HOPE: We see what can be and are OUR VISION inspired to do more. INTEGRITY: Honesty lives in everything we To elevate what our community accomplishes. do. INCLUSIVITY: We are uncompromising when it comes to doing the right thing. BOARD OF DIRECTORS EXCELLENCE: Settling for less is not an option. Our work is intentional and done with Todd D. Simon Chair quality, sincerity, and wisdom. Connie Ryan Vice Chair FUN: And why not? Pursuit of greatness will Mark Weber Secretary create happiness along the way. Pat Corrigan Treasurer 2016 FOUNDATION STAFF Robert D. Bates Katrina Adams Program Associate Steve Baumert Sara Boyd President & CEO Dana Bradford Kali Baker Vice President of Mike Cassling Community Relations Cristina Castro-Matukewicz Beckie Brabec Receptionist Tim Clark Denise Cardos Southwest Iowa Associate Trent Demulling Matt Darling Vice President of Donor Services Jennifer Hamann Diane Darrington Grants Manager Janet Melchior-Kopp Yvette Franks Accounting Associate Sharon Kresha Ally Freeman Communications John A. Scott Manager Jeff Snyder Stacey Goodman Donor Services Specialist Melanie King Executive Assistant Thomas Warren John Levy Director of Donor Katie Weitz Philanthropy Anne Meysenburg Director of Community LEGAL COUNSEL Investment Emily Nguyen Director of Research and Thomas R. Pansing Evaluation *Pro Bono Services; Thank you for so graciously offering your time and talents to the Foundation. Dennis Nissen Iowa Foundations 2016 RETIRED Director BOARD MEMBERS Pamela Pierce Donor Services Associate Shannon Sands Donor Services Specialist Carey Hamilton Robin Spitznagle Director of Administrative Services Tim Clark Amy Steinmeyer Accounting Assistant Melisa Sunde CFO 3 2016 BOARD COMMITTEES Officers Fund for Omaha Committee Investment Subcommitee Todd Simon Chair Tim Clark Chair Mike App Chair Connie Ryan Vice Chair Katie Weitz Vice Chair Dan Hamann Pat Corrigan Treasurer Steve Baumert John Maginn Mark Weber Secretary Cristina Castro-Matukewicz Andrea McMahon Alec Gorynski John Philo Audit Committee Jennifer Hamann Melisa Sunde Staff Liaison Jeff Snyder Chair Carey Hamilton Trent Demulling Vice Chair Ruth Henrichs Strategic Planning Committee Mike Cassling Janet Melchior-Kopp Mike Cassling Chair Pat Corrigan ex officio Kim Yungtum Todd Simon Vice Chair Melisa Sunde Staff Liaison Anne Meysenburg Staff Liaison Dana Bradford Jeff Gordman Community Investment Gift Acceptance Committee Dick Kelley Committee Deryl Hamann Deb McDonald John Scott Chair Scott Heider Connie Ryan Dana Bradford Sharon Kresha John Scott Tre Brashear Janet Melchior-Kopp Sue Thaden Jamie Berglund Thomas R. Pansing Sara Boyd Staff Liaison Cristina Castro-Matukewicz Jeff Snyder Tim Clark Matt Darling Staff Liaison Jennifer Hamann Tom Warren Governance Committee Katie Weitz Mark Weber Chair Kali Baker Staff Liaison Sharon Kresha Vice Chair Pat Corrigan Finance Committee Connie Ryan Pat Corrigan Chair Todd Simon Bob Bates Robin Spitznagle Staff Liaison Bill Kernen John Maginn Andrea McMahon Thomas R. Pansing John Scott Omer Sagheer Steve Seline Jim Timmerman Melisa Sunde Staff Liaison 4 COMMUNITY FOUNDATIONS OF SOUTHWEST IOWA 2016 COUNTY ADVISORY BOARD ROSTERS Audubon County Fremont County Montgomery County Genelle Deist Chair Kent Claiborne Chair Dennis D. Bloom, Esq. Chair Jonnie Meislahn Vice Chair Kristin Blackburn Vice Chair Bruce Swanson, Esq. Vice Chair Barbara Johnson Secretary/ Erika Graham Secretary/ Marty Barnett Secretary/ Treasurer Treasurer Treasurer Daryl Olsen, DVM Jonna Loewe Mickey Anderson Joseph T. Rasmussen, Esq. Steve Lorimor Christine Johnson Joel Hogue Grant Schaaf Deana Lewis Shelley Burr James C. Norris Brett Irlmeier Ambassador Harrison County Barbara Reisinger Jay Nelson Ambassador Bill Cunard Chair Donna Robinson Roger Kenkel Vice Chair Cass County Ragene Darling Secretary/ Page County Nicholas Hunt Chair Treasurer Martin Mattes Chair Gary Maas Vice Chair Judy Holcombe Mims Henstorf Vice Chair Roland K. Landsness, Esq Judson Frisk, Esq. Dennis Grebert Secretary/ Secretary/ Mike Carson Treasurer Treasurer Carol Gall Greg Ritchey Royal Bierbaum Scott Sump Beulah Follmann Mills County Laura Swanson Mark D. Kyhnn, CPA Barb Mass Chair Linda Young Vice Chair Shelby County Crawford County Nancy McGrew Secretary/ Gene Gross Chair Patrick Wuestewald Chair Treasurer Allan Hjelle Vice Chair Janine Kock Vice Chair Richard Maaske Pat Gawley Secretary/ Ken Kahl Secretary/ Mark Schoening Treasurer Treasurer Lana White Todd H. Argotsinger Scott Bowker Jim Chipman Tonya Eller Jim Zimmerman Matt Lujano Marla Rauch Adam Ulrich Allen Nepper, Esq. Ambassador Jim Lohman, CPA, Esq. Ambassador Jim White Ambassador Scott Ferguson Ambassador Steve Vary Ambassador 5 LET GOOD GROW The Let Good Grow Fund supports the strategic vision of the Omaha Community Foundation to strengthen the nonprofit community; to bring people together through collaborative giving; and to expand giving opportunities to grow philanthropy. In addition to a number of donors who wish to remain anonymous, we are grateful for the following donors who have generously supported this work: Fred and Robyn Amis Herb and Cynthia Hartman Dennis and Linda Nissen INCENTIVE Mike and Becky App James Hassenstab Don and Connie Osborne William and Ruth Scott Family Foundation Kali Baker John Heine Daniel and Carolina Padilla Bob and Judy Bates Jason and Susie Hiley Tom and Jennifer Pansing Mike and Alicia Battershell Tim and Jonna Holland Dan and Elise Parish THE LANDSCAPE Mogens and Cindy Bay Marjorie Hood Frank and Polly Partsch Heider Family Ted and Jeaniene Bolamperti Don and Ann Hosford Shirley Pestal Iowa West Foundation Matt and Sara Boyd Bob Howard Lewis and Winifred Pinch Peter Kiewit Foundation Dana and Danielle Bradford Liz Hruska Ted and Ginger Rehman John and Dianne Scott Amanda and Kelly Brewer Dean and Maria Jacobsen Dick and Mary Lynn Reiser Annette and Paul Smith Mark Bristol Mary Jessen Jerry and Mary Ries Denise Cardos Rich and Fran Juro Thompson H. and Jane D. Rogers Jim and Anne Carroll Gary and Sally Kaplan Connie Ryan NONPROFIT Cristina Castro-Matukewicz Howard and Gloria Kaslow Mike and Shannon Sands Steve and Janet Chambers Bob and Bette Kathol Bryan and Heather Schneider CAPACITY Dick and Helen Kelley Paul and Jane Conley Steve and Sue Scholer Bill Kernen BUILDING James and Gail Cozette Todd and Betiana Simon Melanie King Peter Kiewit Foundation D.A. Davidson & Co. Rick and Connie Spellman Brad and Amy Knuth Todd and Betiana Simon Matt and Lizzy Darling Jim and Robin Spitznagle Dave and Vickie Krecek Valmont Foundation Diane Darrington Chris and Melisa Sunde Jim and Sharon Kresha Weitz Family Foundation Joellen Darrington Red and Jann Thomas Kuehl Capital Corporation The Delta Air Lines Foundation Al and Beverly Thomsen Jim and Diny Landen Trent amd Aimee Demulling Mary Thornton YOUNG Sue Lawson Marvin and Lynette Dvorak Jim and Margie Timmerman Mike and Mary Leighton Jim and Marge Eggers Del and Phyllis Toebben PROFESSIONAL Chris and Tammy Loeffler Michael Fahey Stan and Dottie Truhlsen Gretchen M. Mack AND YOUTH Tom and Janet Ferlic Larry and Carol Uebner Jerry and Mary Mahoney Jere and Diane Fonda Judy Vann ENGAGEMENT Ed and Sally Malashock Jim and Corrine Fougeron Dian Warren Mammel Family Foundation Tom and Evelyn McKnight Carol Gendler Sam Watson William and Ruth Scott Family Foundation Janet Melchior-Kopp Jeff and Danielle Gordman Sarah Watson Sherwood Foundation Gerry and Sally Messbarger Mike and Kathy Gross Bill and Charlie Welsh Todd and Betiana Simon Anne Meysenburg and George and Judy Haecker David Shreffler Tim and Beth Wilson Deryl and Ramona Hamann Joe Moglia Bill and Judy Wimmer John and Ibby Hancock Maureeen Monen Ron and Diane Wink Terry and Judy Haney R.J.