Inceptia
EIN 920907062 · 501(c)(3) · Public charity · Lincoln, NE · recognized 2023
- Assets
- $257M
- Revenue
- $47.7M
- Expenses
- $17.6M
- Investment income
- $6.3M
Form 990 fiscal year ended 09/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 09/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Mercer Investments Llc | Investment mgmt services | $126,540 |
| Elevation Marketing | Consulting | $114,591 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Randall Scott Heesacker | Ceo (thru oct 2023) | $476,645 | $59,496 |
| David A Macoubrie | Ceo (as of oct 2023) | $309,380 | $57,308 |
| Jill M Hicks | Cfo | $301,783 | $43,014 |
| Michael Jay Lubben | Senior vp business development | $233,364 | $52,200 |
| Susan Kay Downing | Senior vp marketing | $233,089 | $54,299 |
| William Leonard Kohl | Senior vp portfolio management | $216,389 | $48,389 |
| Deana Marie Unger | Vp operations | $175,513 | $27,288 |
| Pamela Sue Beckmann | Sr. director of customer svc & student engagement | $151,014 | $46,752 |
| Mark E Krings | Vp client services | $148,180 | $58,382 |
| Krista Brooke Odbert | Avp product development | $133,435 | $28,087 |
| Shannon R Jones | Avp business development | $123,574 | $40,174 |
| Timothy Jon Roethig | Avp contact center ops | $122,058 | $45,731 |
| Richard Vierk | Chair | $40,550 | $0 |
| Guy Saunders | Director | $15,000 | $0 |
| Joseph Knecht | Director | $14,000 | $0 |
| Kimberly Russel | Director | $13,750 | $0 |
| Anthony Goins | Director | $10,500 | $0 |
| David Lechner | Director | $0 | $0 |