Civic Intelligence

Helen E Yerk Foundation Inc.

990 • Fiscal year 2018 • EIN 23-2030335

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 19, 2018

Organization ProfileN/A
3500 High Point BlvdBethlehem, PA 18017

(610) 264-5724

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.96x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

64th percentile

5.7%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,786,650

Up $96,694 (+5.7%) from 2017

Net Assets

Up

$1,736,650

Up $46,694 (+2.8%) from 2017

Liabilities

Up

$50,000

Up $50,000 from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin15th percentile

Revenue

Down

$51,849

Down $156,595 (-75%) from 2017

Expenses

Up

$61,191

Up $51,838 (+554%) from 2017

Net Income

Down

-$9,342

Down $208,433 (-105%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,151,671Liabilities 2011: $0Net Assets 2011: $1,151,6712011Assets 2012: $1,203,147Liabilities 2012: $0Net Assets 2012: $1,203,1472012Assets 2013: $1,353,917Liabilities 2013: $0Net Assets 2013: $1,353,9172013Assets 2014: $1,483,530Liabilities 2014: $0Net Assets 2014: $1,483,5302014Assets 2015: $1,515,327Liabilities 2015: $0Net Assets 2015: $1,515,3272015Assets 2016: $1,550,422Liabilities 2016: $0Net Assets 2016: $1,550,4222016Assets 2017: $1,689,956Liabilities 2017: $0Net Assets 2017: $1,689,9562017Assets 2018: $1,786,650Liabilities 2018: $50,000Net Assets 2018: $1,736,6502018Assets 2019: $1,836,363Liabilities 2019: $0Net Assets 2019: $1,836,3632019Assets 2020: $1,922,868Liabilities 2020: $0Net Assets 2020: $1,922,8682020Assets 2021: $2,332,834Liabilities 2021: $0Net Assets 2021: $2,332,8342021Assets 2022: $2,018,014Liabilities 2022: $0Net Assets 2022: $2,018,0142022Assets 2023: $2,225,048Liabilities 2023: $0Net Assets 2023: $2,225,0482023Assets 2025: $2,747,441Liabilities 2025: $0Net Assets 2025: $2,747,4412025

Highlighted filing

2018

Assets$1,786,650
Liabilities$50,000
Net Assets$1,736,650
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $62,056Expenses 2011: $7,944Net Income 2011: $54,1122011Revenue 2012: $36,466Expenses 2012: $9,596Net Income 2012: $26,8702012Expenses 2013: $8,9442013Revenue 2014: $160,691Expenses 2014: $64,877Net Income 2014: $95,8142014Revenue 2015: $36,439Expenses 2015: $10,098Net Income 2015: $26,3412015Revenue 2016: $57,827Expenses 2016: $10,125Net Income 2016: $47,7022016Revenue 2017: $208,444Expenses 2017: $9,353Net Income 2017: $199,0912017Revenue 2018: $51,849Expenses 2018: $61,191Net Income 2018: -$9,3422018Revenue 2019: $114,593Expenses 2019: $11,123Net Income 2019: $103,4702019Revenue 2020: -$22,080Expenses 2020: $11,007Net Income 2020: -$33,0872020Revenue 2021: $402,575Expenses 2021: $1,510Net Income 2021: $401,0652021Revenue 2022: $176,256Expenses 2022: $12,827Net Income 2022: $163,4292022Revenue 2023: $16,188Expenses 2023: $11,062Net Income 2023: $5,1262023Revenue 2025: $72,993Expenses 2025: $14,354Net Income 2025: $58,6392025

Highlighted filing

2018

Revenue$51,849
Expenses$61,191
Net Income-$9,342
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 19, 2018
Return Version
2017v2.3
Gross Receipts
$636,847
Mission and Program Overview

Mission

To operate exclusively for the benefit of the programs of other irc 501(c) (3) organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,641,460$1,785,193▲ $143,733
Pledges and Grants Receivable$46,000--
Savings and Temporary Cash Investments$2,496$1,457▼ $1,039
Total Assets$1,689,956$1,786,650▲ $96,694
Liabilities
Grants Payable-$50,000-
Total Liabilities$0$50,000▲ $50,000
Net Assets / Fund Balance
Unrestricted Net Assets$1,689,956$1,736,650▲ $46,694
Total Net Assets Fund Balance$1,689,956$1,736,650▲ $46,694
Total Liabilities and Net Assets / Fund Balance$1,689,956$1,786,650▲ $96,694
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kaj KarchPresident
Samuel Jones1st VP
Helene Wagner2nd VP
Paul ColemanEx Officio
John M GolaszewskiSecretary
Ron MatanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$51,849
Other Revenue
$0
Change in Net Assets
$-9,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$11,191
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Service Investment Mgmnt Fees-$10,151-$10,151
Fees for Services Accounting-$1,040-$1,040
Total Functional Expenses$50,000$11,191$0$61,191
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lifepath Inc FoundationBethlehem, PA501c3General Support$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed and approved by the finance committee.”

Form 990, Page 6, Part VI, Line 12C

“Each year, all board members and key members must complete an independence survey”

Form 990, Page 6, Part VI, Line 19

“Financial statements are made available to the public upon request. The governing documents and conflict of interest policy are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
The Helen E Yerk Foundation
EIN
23-2030335
Phone
6102645724
Address
3500 HIGH POINT BLVD, BETHLEHEM, PA 18017

Signing Officer

Name
Paul Coleman
Title
Ex Officio
Phone
6102645724
Signed
2018-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Coleman
Formed
1976
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Gbb & Co Llp
Address
1150 GLENLIVET DR STE C-36, ALLENTOWN, PA 18106-3122
Preparer
Todd C Newcomer CPA Cfe
Phone
4842230096
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01786650
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011191
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050000
IRS990/TotalFunctionalExpensesGrp/TotalAmt061191
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051849
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EX OFFICIO
ReturnHeader/BusinessOfficerGrp/PhoneNum06102645724
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELEN E YERK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0232030335
ReturnHeader/Filer/PhoneNum06102645724
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.31.91.10
ReturnHeader/FilingSecurityInformation/IPDt02019-01-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:09:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450527545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GBB & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 GLENLIVET DR STE C-36
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLENTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0181063122
ReturnHeader/PreparerPersonGrp/PhoneNum04842230096
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD C NEWCOMER CPA CFE
ReturnHeader/ReturnTs02019-01-04T12:09:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,786,650
Liabilities
$50,000
Net assets
$1,736,650
Revenue
$51,849
Expenses
$61,191
Net income
-$9,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.07$0.01$0.06
2023Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.02$0.01$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.18$0.01$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.40$0.00$0.40
2020Summary only. Only limited summary data is available for this year.$1.92$0.00$1.92$0.02$0.01$0.03
2019Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.11$0.01$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.05$1.74$0.05$0.06$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.21$0.01$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.01$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.04$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.16$0.06$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.01
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.04$0.01$0.03
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.06$0.01$0.05