Civic Intelligence

York Rotary Charitable Endowment Fund

990 • Fiscal year 2014 • EIN 23-2642321

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

48 East Market Street17401

(717) 848-1370

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

23rd percentile

0.02x

Higher debt load relative to revenue than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$1,537,269

Up $149,948 (+11%) from 2013

Net Assets

Up

$1,534,677

Up $150,416 (+11%) from 2013

Liabilities

Down

$2,592

Down $468 (-15%) from 2013

Revenue

$154,967

No earlier filing loaded for comparison.

Expenses

Up

$55,068

Up $24,633 (+81%) from 2013

Net Income

$99,899

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,098,141Liabilities 2010: $3,560Net Assets 2010: $1,094,5812010Assets 2011: $1,231,226Liabilities 2011: $0Net Assets 2011: $1,231,2262011Assets 2012: $1,270,623Liabilities 2012: $5,216Net Assets 2012: $1,265,4072012Assets 2013: $1,387,321Liabilities 2013: $3,060Net Assets 2013: $1,384,2612013Assets 2014: $1,537,269Liabilities 2014: $2,592Net Assets 2014: $1,534,6772014Assets 2015: $1,535,736Liabilities 2015: $0Net Assets 2015: $1,535,7362015Assets 2016: $2,042,809Liabilities 2016: $0Net Assets 2016: $2,042,8092016Assets 2017: $2,022,623Liabilities 2017: $0Net Assets 2017: $2,022,6232017Assets 2018: $2,170,147Liabilities 2018: $0Net Assets 2018: $2,170,1472018Assets 2019: $2,459,322Liabilities 2019: $60,279Net Assets 2019: $2,399,0432019Assets 2020: $2,543,552Liabilities 2020: $9,780Net Assets 2020: $2,533,7722020Assets 2021: $3,012,072Liabilities 2021: $9,865Net Assets 2021: $3,002,2072021Assets 2022: $2,590,041Liabilities 2022: $0Net Assets 2022: $2,590,0412022Assets 2023: $2,750,422Liabilities 2023: $10,716Net Assets 2023: $2,739,7062023Assets 2024: $2,907,777Liabilities 2024: $10,970Net Assets 2024: $2,896,8072024

Highlighted filing

2014

Assets$1,537,269
Liabilities$2,592
Net Assets$1,534,677

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $11,2562010Expenses 2011: $29,2602011Expenses 2012: $43,3902012Expenses 2013: $30,4352013Revenue 2014: $154,967Expenses 2014: $55,068Net Income 2014: $99,8992014Revenue 2015: $115,635Expenses 2015: $79,936Net Income 2015: $35,6992015Revenue 2016: $94,981Expenses 2016: $62,476Net Income 2016: $32,5052016Revenue 2017: $39,178Expenses 2017: $59,364Net Income 2017: -$20,1862017Revenue 2018: $125,813Expenses 2018: $136,071Net Income 2018: -$10,2582018Revenue 2019: $248,005Expenses 2019: $154,161Net Income 2019: $93,8442019Revenue 2020: $251,897Expenses 2020: $108,124Net Income 2020: $143,7732020Revenue 2021: $113,285Expenses 2021: $118,396Net Income 2021: -$5,1112021Revenue 2022: $185,917Expenses 2022: $273,734Net Income 2022: -$87,8172022Revenue 2023: $200,470Expenses 2023: $182,308Net Income 2023: $18,1622023Revenue 2024: $244,945Expenses 2024: $259,781Net Income 2024: -$14,8362024

Highlighted filing

2014

Revenue$154,967
Expenses$55,068
Net Income$99,899
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$183,638
Mission and Program Overview

Mission

To provide financial assistancer to crippled, disabled, disadvantage and abused children of york county, pa and to provide financial assistance to post secondary students from york county, pa who are furthering their education in or outside of york county, pa.

To provide financial assistance to crippled, disabled, disadvantaged and abused children of york county, pa and to provide financial assistance to post secondary students from york county, pa who are furthering their education in or outside of york county, pa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$699,502$843,622▲ $144,120
Savings and Temporary Cash Investments$289,641$289,441▼ $200
Other Notes and Loans Receivable, Net$310,448$285,409▼ $25,039
Total Assets$1,387,321$1,537,269▲ $149,948
Other Assets Total$87,730$118,797▲ $31,067
Liabilities
Accounts Payable and Accrued Expenses$3,060$2,592▼ $468
Total Liabilities$3,060$2,592▼ $468
Net Assets / Fund Balance
Temporarily Rstr Net Assets$933,127$1,033,026▲ $99,899
Permanently Rstr Net Assets$451,134$501,651▲ $50,517
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,384,261$1,534,677▲ $150,416
Total Liabilities and Net Assets / Fund Balance$1,387,321$1,537,269▲ $149,948

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$118,797--
Other Securities$341,971--
Compensation and Service Providers

Board Members and Trustees

NameTitle
John KlinedinstPast President
David HoffmanPresident
Al SykesPresident Elect
Roberta OberdickExecutive Coordinator
Steven KlunkFinancial VP
Aaron JacobsMember
Bob CoxMember
Bobbi Anne DeleoMember
Bryan TateMember
Chuck LongMember
Frank ReedMember
Paddy RooneyMember
Tom BartonMember
David PolkSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,210
Program Service Revenue
$0
Investment Income
$52,179
Other Revenue
$31,578
Change in Net Assets
$99,899

Audited Revenue Reconciliation

Revenue per Audited Statements
$154,967
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$50,517
Total Revenue per Audited Statements
$205,484
Total Revenue per Form 990
$154,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,200
Other Expenses$21,868
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,700--$23,700
Grants to Domestic Individuals$9,500--$9,500
Other Expenses$4,689--$4,689
Total Functional Expenses$55,068$0$0$55,068

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$55,068
Total Expenses per Audited Statements$55,068
Total Expenses per Form 990$55,068
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,249
Fundraising Direct Expenses$28,671
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$60,249$60,249$28,671$31,578
Total Events$60,249$60,249$28,671$31,578
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
Audit committee
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The 990 is available to all board members to review prior to filing.

Form 990, Part VI, Section C, Line 19

The organization has copies of these documents in the office of the club and are available upon request.

Filing and Contact Details

Filer

EIN
23-2642321
Phone
7178481370

Signing Officer

Name
Steve Klunk
Title
Financial Vice President
Phone
7177576999
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Oberdick
Formed
1991
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
220

Preparer

Preparer
Edward E Wagoner
Phone
7177410004
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Net change in beneficial interest 50,517.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0221818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012094
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0116672
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0237534
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01966
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01153
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03119
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64930
IRS990ScheduleA/PublicSupportPY170Pct00.40940
IRS990ScheduleA/PublicSupportTotal170Amt0221818
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt060607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012183
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0221818
IRS990ScheduleA/TotalSupportAmt0341609
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt055068
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0118797
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED ENTITY
IRS990ScheduleD/OtherRevenueAmt050517
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0501651
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1341971
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST YCCF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt050517
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0154967
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET CHANGE IN BENEFICIAL INTEREST 50,517.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0118797
IRS990ScheduleD/TotalBookValueSecuritiesAmt0843622
IRS990ScheduleD/TotalExpensesPerForm990Amt055068
IRS990ScheduleD/TotalRevenuePerForm990Amt0154967
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0205484
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt055068
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060249
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF AND TENNIS OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031578
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028671
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028671
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A COMMITTEE THAT APPROVES THE SCHOLARSHIPS. THE RECORDS ARE KEPT IN THE OFFICE OF THE ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS AVAILABLE TO ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS COPIES OF THESE DOCUMENTS IN THE OFFICE OF THE CLUB AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS HAS NOT CHANGED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ROTARY CLUB OF YORK PENNSYLVANIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231034802
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBER ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1048 EAST MARKET STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode017401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0933127
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01033026
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01387321
IRS990/TotalAssetsEOYAmt01537269
IRS990/TotalAssetsGrp/BOYAmt01387321
IRS990/TotalAssetsGrp/EOYAmt01537269
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt071210
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055068
IRS990/TotalFunctionalExpensesGrp/TotalAmt055068
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03060
IRS990/TotalLiabilitiesEOYAmt02592
IRS990/TotalLiabilitiesGrp/BOYAmt03060
IRS990/TotalLiabilitiesGrp/EOYAmt02592
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01384261
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01534677
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055068
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt083757
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0220
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01387321

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.01$2.90$0.24$0.26$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.01$2.74$0.20$0.18$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.19$0.27$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.01$3.00$0.11$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.25$0.11$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.06$2.40$0.25$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.13$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.09$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.12$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.53$0.15$0.06$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.38$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.01$1.27$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.09$0.01