2014 GIVING REPORT It’s no surprise to us, our donors and the giving community are among the most generous in the nation - and they made 2014 an incrdible year! The donors working through the Omaha Community Foundation had a record year. They gave over $173 million to nonprofits which ranked 5th in the nation for most generous among community foundation donors. That level of giving surpassed community foundations in Chicago, New York, and Boston according to the annual report published by CF Insights. Another important milestone for the Foundation was achieved this year. We surpassed $1 billion in assets which make us the 17th largest community foundation nationally. In addition, this was a record year for people joining our family of donors – 159 accounts were opened in 2014. These milestones and record level of growth are important today, but it also means that there will continue to be community investment in our nonprofits long into the future. Our donors love this community and continue to find more ways to make it the best it can be. We exist to help them accomplish those hopes and dreams. Our community’s future is bright. The Omaha Community Foundation connects people who care about our community with the people and nonprofits who are doing the most good here. Over $1.2 billion has been granted to nonprofits on behalf of our donors. And since 1982, our family of over 1,300 donors has given over $1.6 billion to charitable giving accounts at the Omaha Community Foundation. Much has been accomplished, but we are ready to do more. 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 a new Community Indicator Project. Donors: We expand giving opportunities for donors through charitable account services, planned giving, and donor resources. 2 OUR MISSION OUR VALUES To serve the community by cultivating generosity COMMUNITY: We’re in this together. 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 To elevate what our community accomplishes. everything we do. EXCELLENCE: Settling for less is not an option. Our work is intentional and done with quality, sincerity, and wisdom. FUN: And why not? Pursuit of greatness will create happiness along the way. BOARD OF DIRECTORS FOUNDATION STAFF Todd Simon Chair Sara Boyd President and CEO Connie Ryan Vice Chair Kali Baker Vice President of Mark Weber Secretary Community Relations Mary Jones Treasurer Beckie Brabec Receptionist Bob Bates Denise Cardos Southwest Iowa Assistant Steve Baumert Matt Darling Vice President of Mike Cassling Donor Services Cristina Castro-Matukewicz Diane Darrington Grants Manager Tim Clark Yvette Franks Accounting Assistant Pat Corrigan Stacey Goodman Donor Services Jeff Gordman Associate Carey Hamilton Andrew Kind Accounting Associate Janet Melchior-Kopp Melanie King Executive Assistant Sharon Kresha Tina McGaugh Program Assistant Tom Nichting Emily Nguyen Director of Research John Scott and Evaluation Jeff Snyder Dennis Nissen Iowa Foundations Thomas Warren Director Katie Weitz Pamela Pierce Donor Services and Communications Assistant Lauren Schomburg Communications 2014 RETIRED Associate BOARD MEMBERS Robin Spitznagle Director of Administrative Services John Nelson Melisa Sunde CFO Mary Reckmeyer 3 2014–2015 BOARD COMMITTEES Officers Fund for Omaha Governance Committee Todd Simon Chair Tim Clark Chair Mark Weber Chair Connie Ryan Vice Chair Steve Baumert Sharon Kresha Vice Chair Mary Jones Treasurer Scott Berryman Mary Jones Mark Weber Secretary Carol Gendler Connie Ryan Alec Gorynski Todd Simon Audit Committee Jennifer Hamann Robin Spitznagle Staff Liaison Tom Nichting Chair Carey Hamilton Mary Jones (ex officio) Ruth Henrichs Strategic Planning Committee John P. Nelson Janet Melchior-Kopp Mike Cassling Chair Jeff Snyder John Scott Todd Simon Vice Chair Melisa Sunde Staff Liason Sue Violi John Hancock Tom Warren Jeff Gordman Community Investment Dick Kelley Committee Kim Yungtum Director of Staff Liaison Connie Ryan John Scott Chair Community Investment John Scott Tre Brashear Sara Boyd Staff Liaison Jamie Berglund Christina Castro-Matukiewicz Gift Acceptance Committee Investment Sub-Commitee Tim Clark Deryl Hamann Mike App Chair Jennifer Hamann Scott Heider Dan Hamann Katie Weitz Sharon Kresha John Maginn Director of Staff Liaison Janet Melchior-Kopp Andrea McMahon Community Investment Tom Pansing Melisa Sunde Staff Liaison Jeff Snyder Finance Committee Matt Darling Staff Liaison Mary Jones Chair Grow Philanthropy Committee Pat Corrigan Vice Chair Jeff Snyder Chair Mike App Carey Hamilton Vice Chair Bob Bates Mike Cassling Bill Kernen Pat Corrigan John Maginn Tom Nichting Tom Pansing Mary Palu John Scott Bryan Schneider Omer Sagheer Aaron Shaddy Steve Seline Todd Simon Jim Timmerman Matt Darling Staff Liaison Katie Weitz Melisa Sunde Staff Liaison 4 COMMUNITY FOUNDATIONS OF SOUTHWEST IOWA 2014 COUNTY ADVISORY BOARD ROSTERS Audubon County Fremont County Montgomery County Brett Irlmeier Chair Kent Claiborne Chair Dennis D. Jonnie Meislahn Vice Chair Kristin Blackburn Vice Chair Bloom, Esq. Chair Thomas Nielson Secretary/ Erika Graham Secretary/ Bruce Swanson, Treasurer Treasurer Esq. Vice Chair Barbara Johnson Danielle Loewe Jim Braden, CPA Secretary/ Jay Nelson Steve Lorimor Treasurer Daryl Olsen, DVM Grant Schaaf Mickey Anderson Joseph Rasmussen, Esq. Harrison County Marty Barnett Paul Goracke Cass County Bill Cunard Chair Christine Johnson Nicholas Hunt Chair Roger Kenkel Vice Chair Deana Lewis Gary Maas Vice Chair Linda Lehan Secretary/ Donna Robinson Roland Treasurer Landsness, Esq. Secretary/ Judson Frisk, Esq. Page County Treasurer Judy Holcombe Tom McAndrews Chair Mark D. Kyhnn, CPA Steve Heim Mims Henstorf Vice Chair Beulah Follmann Tom Stoner Royal Bierbaum Kris Sherman Secretary/ Mills County Treasurer Martin Mattes Crawford County Allen Hall Chair Greg Ritchey Jim White Chair Barb Mass Vice Chair Laura Swanson Scott Ferguson Vice Chair Nancy McGrew Secretary/ Ken Kahl Secretary/ Treasurer Shelby County Treasurer Mark Schoening Gene Gross Chair Larry Abbe Lana White Allan Hjelle Vice Chair Tonya Eller Linda Young Janine Kock Pat Gawley Secretary/ Treasurer Adam Ullrich, Esq. Todd H. Argotsinger, Esq. Marla Raasch Jim Chipman Patrick Wuestewald Gene McCool Allen Nepper, Esq. Ambassador Steve Vary Ambassador Jim Lohman, CPA, Esq. 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 collective giving; and to expand giving opportunities to grow philanthropy. In additon to a number of donors who wish to remain anonymous, we are grateful for the following donors who have generously supported this work. James and Jean Ambrose Kuehl Capital Corporation INCENTIVE America First Foundation Jim and Diny Landen Fred and Robyn Amis Mike and Susan Lebens Bill and Sally Hanley Kali Baker Ed and Carrie May Tom and Janet Nichting Bob and Judy Bates Scott McCollister William and Ruth Scott Family Foundation Mike and Alicia Battershell Tom and Cindy McGowan Mogens and Cindy Bay Millard Manufacturing NONPROFIT Dick and Pat Bell Joe Moglia Trish Billotte R.J. and Liz Neary CAPACITY Matt and Sara Boyd Dennis and Linda Nissen Ayanna Boykins Bill and Jean O’Connor BUILDING Amanda and Kelly Brewer Jerry and Jennifer O’Doherty The Hawks Foundation Denise Cardos Tom and Jennifer Pansing Todd and Betiana Simon Paul and Jane Conley Ron and Judy Parks Robert and Patricia Cronin Frank and Polly Partsch Diane Darrington Pamela Pierce YOUNG Joellen Darrington Lewis and Winifred Pinch PROFESSIONAL Ken and Margie Doyle Mike and Susan Price Marvin and Lynette Dvorak Ted and Ginger Rehmann AND YOUTH Jim and Marge Eggers Pete and Susanne Ricketts ENGAGEMENT Michael and Molly Erftmier Jerry and Mary Ries Mammel Family Foundation Tom and Janet Ferlic Rick and Carol Russell William and Ruth Scott Family Foundation Ed and Mary Lee Fitzsimmons John and Ruthie Sage Sherwood Foundation Anne Foley Todd and Betiana Simon Todd and Betiana Simon Jere and Diane Fonda Bryan and Heather Schneider Mark Frerichs Jim and Robin Spitznagle Carol Gendler Nick and Kathy Steinbach Jeff and Danielle Gordman Chris and Melisa Sunde George and Judy Haecker Red and Jann Thomas Deryl and Ramona Hamann Al and Beverly Thomsen Brian and Carey Hamilton Del and Phyllis Toebben Herb and Cynthia Hartman Stan and Dottie Truhlsen James Hassenstab Larry and Carol Uebner John Heine Judy Vann Jason and Susie Hiley Dian Warren Bryan Hill and Pamela Beall Sam Watson Tim and Jonna Holland Sarah Watson Bob Howard Katie Weitz Liz Hruska Bill and Charlie Welsh Jess and Cheli Hull Kevin Welsh Dean and Maria Jacobsen Bill and Judy Wimmer David and Mary Jones Ron and Diane Wink Melanie King James and Kathleen Wood Dave and Vicki Krecek 6 2014 CHARITIBLE GIVING ACCOUNTS In addition to a number of donors who wish to remain anonymous, we are grateful for the opportunity to serve the following donors: SUPPORTING Paul Czyz Charitable Fund David K. Karnes Family Fund * Daugherty Family Fund Kauders Charitable Fund * ORGANIZATIONS Henry A. Davis Charitable Fund Kelley Family Foundation Advised Fund DMSI Charitable Fund * Richard and Nicole Kelley Charitable Fund Amis Family Foundation Kellstrom Family Fund Building Healthy Futures Dobrauc Family Foundation