Wm A & Norma Nelson Foundation

Wm A & Norma Nelson Foundation maintains minimal expenses and no officer compensation amidst gradual asset decline.

EIN: 205450114 · Omaha, NE · NTEE: T22 · Updated: 2026-03-28

$66KRevenue
$245KAssets
85/100Mission Score (Excellent)
T22
Wm A & Norma Nelson Foundation Financial Summary
MetricValue
Total Revenue$66K
Total Expenses$23K
Program Spending95%
CEO/Top Officer Pay$20,000
Net Assets$245K
Transparency Score85/100

Is Wm A & Norma Nelson Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Wm A & Norma Nelson Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Wm A & Norma Nelson Foundation

Wm A & Norma Nelson Foundation (EIN: 205450114) is a nonprofit organization based in Omaha, NE, classified under NTEE code T22. The organization reported total revenue of $66K and total assets of $245K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Wm A & Norma Nelson Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Wm A & Norma Nelson Foundation is a micro nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 12.2%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$22K
Total Expenses$23K
Surplus / Deficit$-721
Total Assets$245K
Total Liabilities$1
Net Assets$245K
Operating Margin-3.3%
Debt-to-Asset Ratio0.0%
Months of Reserves129.2 months

Financial Health Grade: B

In 2024, Wm A & Norma Nelson Foundation reported a deficit of $721 with expenses exceeding revenue, holds 129.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2012–2024), Wm A & Norma Nelson Foundation's revenue has grown at a compound annual growth rate (CAGR) of 12.2%.

YearRevenue ChangeExpense ChangeAsset Change
2024+1.6%-4.1%-0.3%
2023-24.8%+6.7%-0.8%
2022+37.4%+8.9%+2.7%
2021+271.8%-6.5%+0.2%
2020-70.0%-32.2%-9.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Wm A & Norma Nelson Foundation appears to be a small private foundation with consistent, albeit modest, financial activity. Over the past decade, its revenue has fluctuated, with the latest reported revenue at $22,015 for the period ending 202406. Expenses have generally hovered in the low to mid-$20,000s annually, with the most recent expenses at $22,736. The foundation's assets have seen a gradual decline over the long term, from $325,589 in 2012 to $244,744 in 2024, suggesting that its distributions may be exceeding its investment income or new contributions. However, liabilities consistently remain at a minimal $1, indicating strong financial stability in terms of debt. The organization demonstrates strong spending efficiency in terms of administrative overhead, as it reports 0% officer compensation across all available filings, suggesting a volunteer-led or very lean operational structure. Given its NTEE code T22 (Private Grantmaking Foundations), its primary function is likely grantmaking, and the absence of significant administrative costs is a positive indicator. The consistent asset base, despite a slow decline, suggests a managed approach to its endowment, though the long-term sustainability without significant new contributions or improved investment returns warrants observation. Transparency is generally good through its consistent IRS 990 filings. The detailed breakdown of revenue and expenses, along with asset and liability figures, provides a clear picture of its financial operations. The lack of officer compensation is a significant positive for transparency and efficiency, as it means a greater proportion of funds can be directed towards its charitable purpose. However, without a detailed breakdown of program spending versus other expenses, a precise assessment of program efficiency is challenging, though the overall low expense base implies a high program focus for a grantmaking foundation.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Wm A & Norma Nelson Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Wm A & Norma Nelson Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$22KTotal Revenue
$23KTotal Expenses
$245KTotal Assets
$1Total Liabilities
$245KNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported at 0% across all available filings, indicating a volunteer-led organization or one with no paid officers, which is highly efficient for an organization of its size with annual expenses in the low $20,000s.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Wm A & Norma Nelson Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Wm A & Norma Nelson Foundation:

Frequently Asked Questions about Wm A & Norma Nelson Foundation

Is Wm A & Norma Nelson Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Wm A & Norma Nelson Foundation (EIN: 205450114) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does Wm A & Norma Nelson Foundation spend its money?

Wm A & Norma Nelson Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Wm A & Norma Nelson Foundation tax-deductible?

Wm A & Norma Nelson Foundation is registered as a tax-exempt nonprofit (EIN: 205450114). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Wm A & Norma Nelson Foundation CEO make?

Wm A & Norma Nelson Foundation's highest-compensated officer earns $20,000 annually. The organization reported $66K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Wm A & Norma Nelson Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Wm A & Norma Nelson Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Wm A & Norma Nelson Foundation located?

Wm A & Norma Nelson Foundation is headquartered in Omaha, Nebraska and files with the IRS under EIN 205450114. It is classified under NTEE code T22.

How many years of IRS 990 filings does Wm A & Norma Nelson Foundation have?

Wm A & Norma Nelson Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $66K in total revenue.

Is the Wm A & Norma Nelson Foundation financially sustainable long-term given its declining assets?

The foundation's assets have decreased from $325,589 in 2012 to $244,744 in 2024. While liabilities are minimal, this trend suggests that annual expenses, which average around $23,000, may be consistently exceeding revenue and drawing down the principal. Long-term sustainability would depend on reversing this trend through increased revenue or reduced distributions.

What is the primary purpose of the foundation's expenses if there is no officer compensation?

Given its NTEE code T22 (Private Grantmaking Foundations) and the absence of officer compensation, the majority of the foundation's expenses are likely direct grants or contributions to other organizations, along with minimal operational costs such as investment management fees or legal/accounting services for compliance.

Filing History

IRS 990 filing history for Wm A & Norma Nelson Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2024), Wm A & Norma Nelson Foundation's revenue has grown by 298.9%, moving from $6K to $22K. Total assets decreased by 24.8% over the same period, from $326K to $245K. Total functional expenses fell by 9.7%, from $25K to $23K. In its most recent filing year (2024), Wm A & Norma Nelson Foundation reported a deficit of $721, with expenses exceeding revenue. The organization holds $1 in liabilities against $245K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $245K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $22K $23K $245K $1
2023 $22K $24K $245K $1 View 990
2022 $29K $22K $248K $1
2021 $21K $20K $241K $1
2020 $6K $22K $240K $1 View 990
2016 $19K $32K $264K $1 View 990
2015 $11K $25K $278K $1 View 990
2014 $23K $24K $291K $1 View 990
2013 $-11,583 $22K $292K $1 View 990
2012 $6K $25K $326K $1 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Wm A & Norma Nelson Foundation:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Wm A & Norma Nelson Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

Other Nonprofits in Nebraska

Explore more nonprofits based in Nebraska with AI-powered transparency reports.

View all Nebraska nonprofits →

Similar Organizations (NTEE T22)

Other nonprofits classified under NTEE code T22.

View all T22 nonprofits →

Explore Related Nonprofits

Browse by State