The Lozier Foundation

Omaha, NE
Tax-exempt since March 1987
EIN: 94-3027928

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$50.6M (2023)

Expenses

$40.2M (2023)

Total Assets

$459M (2023)

Total Liabilities

$70k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$50,597,216

Expenses

$40,242,203

Net Income

$10,355,013

Net Assets

$458,747,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,101,467	29.8%
Interest Revenue	$903,509	1.8%
Dividends	$16,495,503	32.6%
Sales of Assets	$18,173,051	35.9%
Other Income	-$76,314

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,941,529	91.8%
Compensation of Officers*	$29,145	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,817,281
Total Liabilities	$69,992
Net Assets	$458,747,289

Compensation

Key Employees and Officers	Compensation	Other
Susan Toohey (Director Of Educatio)	$231,749	$38,786
Renee Fry (Director Of Policy)	$189,415	$36,229
Tahnee Markussen (Program Officer)	$110,614	$20,978
Kwin Kunkle (Grants Administrator)	$79,384	$16,434
Collette Lozier (Trustee)	$29,145	$0
Dianne S Lozier (Exec Director/Trustee)	$0	$0
A George Lozier (Trustee)	$0	$0
Ashley Kuhn (Trustee)	$0	$0
John Heaston Deceased 5312024 (Trustee)	$0	$0
Robert Braun Jr (Director Of Philanthropy)	$0	$0

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990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$44,819,542

Expenses

$26,243,780

Net Income

$18,575,762

Net Assets

$454,667,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,598,435	23.6%
Interest Revenue	$146,907	0.3%
Dividends	$16,341,839	36.5%
Sales of Assets	$17,658,370	39.4%
Other Income	$73,991	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,661,910	90.2%
Compensation of Officers*	$29,772	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$454,702,543
Total Liabilities	$34,768
Net Assets	$454,667,775

Compensation

Key Employees and Officers	Compensation	Other
Susan Toohey (Director Of Educatio)	$53,556	$2,572
Collette Lozier (Trustee Parttime)	$29,772	$0
Dianne S Lozier (Trustee Parttime)	$0	$0
A George Lozier (Trustee Parttime)	$0	$0
Sheri Andrews Resigned 123122 (Trustee Parttime)	$0	$0
Ashley Kun (Trustee Parttime)	$0	$0
John Heaston (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$84,469,210

Expenses

$28,419,137

Net Income

$56,050,073

Net Assets

$440,536,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,368,407	22.9%
Interest Revenue	$15,755	0.0%
Dividends	$17,379,508	20.6%
Sales of Assets	$47,604,106	56.4%
Other Income	$101,434	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,957,037	91.3%
Compensation of Officers*	$24,692	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$440,536,134
Total Liabilities	$13
Net Assets	$440,536,121

Compensation

Key Employees and Officers	Compensation	Other
Collette Lozier (Trustee Parttime)	$24,692	$0
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
George Lozier (Trustee Parttime)	$0	$0
Sheri Andrews (Trustee Parttime)	$0	$0
Ashley Kun (Trustee Parttime)	$0	$0
John Heaston (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$45,145,320

Expenses

$22,981,253

Net Income

$22,164,067

Net Assets

$393,679,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,453,848	36.4%
Interest Revenue	$158,137	0.4%
Dividends	$14,127,923	31.3%
Sales of Assets	$14,250,357	31.6%
Other Income	$155,055	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,413,160	93.2%
Compensation of Officers*	$1,473	0.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$393,679,654
Total Liabilities	$19
Net Assets	$393,679,635

Compensation

Key Employees and Officers	Compensation	Other
Collette Lozier (Trustee Parttime)	$1,473	$0
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
Susan Lozier (Trustee Parttime)	$0	$0
Sandra Lozier (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Aug. 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$54,656,201

Expenses

$23,211,779

Net Income

$31,444,422

Net Assets

$385,165,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,826,743	39.9%
Interest Revenue	$607,877	1.1%
Dividends	$13,901,753	25.4%
Sales of Assets	$18,079,205	33.1%
Other Income	$240,623	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,538,596	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$385,165,811
Total Liabilities	$23
Net Assets	$385,165,788

Compensation

Key Employees and Officers	Compensation	Other
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
Susan Lozier (Trustee Parttime)	$0	$0
Collette Lozier (Trustee Parttime)	$0	$0
Sandra Lozier (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Sept. 25, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$50,103,099

Expenses

$21,955,949

Net Income

$28,147,150

Net Assets

$371,867,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,505,124	40.9%
Interest Revenue	$419,552	0.8%
Dividends	$13,413,464	26.8%
Sales of Assets	$15,480,084	30.9%
Other Income	$284,875	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,391,000	92.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$371,867,295
Total Liabilities	$35
Net Assets	$371,867,260

Compensation

Key Employees and Officers	Compensation	Other
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
Susan Lozier (Trustee Parttime)	$0	$0
Collette Lozier (Trustee Parttime)	$0	$0
Sandra Lozier (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Sept. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$44,084,004

Expenses

$20,874,983

Net Income

$23,209,021

Net Assets

$354,700,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,494,335	46.5%
Interest Revenue	$103,376	0.2%
Dividends	$13,383,269	30.4%
Sales of Assets	$10,011,598	22.7%
Other Income	$91,426	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,480,307	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,700,408
Total Liabilities	$42
Net Assets	$354,700,366

Compensation

Key Employees and Officers	Compensation	Other
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
Susan Lozier (Trustee Parttime)	$0	$0
Collette Lozier (Trustee Parttime)	$0	$0
Sandra Lozier (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Aug. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$17,099,304

Expenses

$19,010,156

Net Income

-$1,910,852

Net Assets

$341,329,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,973,965	23.2%
Interest Revenue	$15,705	0.1%
Dividends	$12,774,305	74.7%
Sales of Assets	$101,262	0.6%
Other Income	$234,067	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,741,030	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$341,329,431
Total Liabilities	$61
Net Assets	$341,329,370

Compensation

Key Employees and Officers	Compensation	Other
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
Susan Lozier (Trustee Parttime)	$0	$0
Collette Lozier (Trustee Parttime)	$0	$0
Sandra Lozier (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Oct. 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$37,211,847

Expenses

$14,444,620

Net Income

$22,767,227

Net Assets

$346,984,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,999,205	34.9%
Interest Revenue	$2,889	0.0%
Dividends	$12,874,857	34.6%
Sales of Assets	$11,233,432	30.2%
Other Income	$101,464	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,797,155	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$346,984,149
Total Liabilities	$78
Net Assets	$346,984,071

Compensation

Key Employees and Officers	Compensation	Other
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
Susan Lozier (Trustee Parttime)	$0	$0
Collette Lozier (Trustee Parttime)	$0	$0
Sandra Lozier (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Aug. 24, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$67,221,189

Expenses

$21,563,157

Net Income

$45,658,032

Net Assets

$336,952,510

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,920,175	31.1%
Interest Revenue	$2,687	0.0%
Dividends	$13,015,872	19.4%
Sales of Assets	$33,055,763	49.2%
Other Income	$226,692	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,912,017	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$336,952,666
Total Liabilities	$156
Net Assets	$336,952,510

Compensation

Key Employees and Officers	Compensation	Other
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
Susan Lozier (Trustee Parttime)	$0	$0
Collette Lozier (Trustee Parttime)	$0	$0
Sandra Lozier (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Aug. 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$46,789,415

Expenses

$20,140,025

Net Income

$26,649,390

Net Assets

$304,171,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,750,811	27.3%
Interest Revenue	$4,321	0.0%
Dividends	$10,797,849	23.1%
Sales of Assets	$22,852,694	48.8%
Other Income	$383,740	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,627,106	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$304,171,367
Total Liabilities	$183
Net Assets	$304,171,184

Compensation

Key Employees and Officers	Compensation	Other
Allan Lozier (Trustee Parttime)	$0	$0
Dianne Lozier (Trustee Parttime)	$0	$0
Susan Lozier (Trustee Parttime)	$0	$0
Vickey Kleinsmith (Trustee Parttime)	$0	$0
Sandra Lozier (Trustee Parttime)	$0	$0
Robert Braun Jr (Exec Director Parttime)	$0	$0

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990-PF

Filed on Aug. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$85,495,150

Expenses

$17,606,168

Net Income

$67,888,982

Net Assets

$277,516,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,336,990	8.6%
Interest Revenue	$8,136	0.0%
Dividends	$10,195,071	11.9%
Sales of Assets	$67,441,488	78.9%
Other Income	$513,465	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,474,249	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$277,517,061
Total Liabilities	$267
Net Assets	$277,516,794

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,376,766

Expenses

$15,108,274

Net Income

-$731,508

Net Assets

$203,721,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$691,813	4.8%
Interest Revenue	$9,973	0.1%
Dividends	$9,164,198	63.7%
Sales of Assets	$4,131,507	28.7%
Other Income	$379,275	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,951,014	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$203,721,812
Total Liabilities	$456
Net Assets	$203,721,356

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The Lozier Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $50.6M (2023)

Expenses $40.2M (2023)

Total Assets $459M (2023)

Total Liabilities $70k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$50.6M (2023)

Expenses

$40.2M (2023)

Total Assets

$459M (2023)

Total Liabilities

$70k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001