Civic Intelligence

York Rotary Charitable Endowment Fund

990 • Fiscal year 2015 • EIN 23-2642321

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 31, 2016

Organization ProfileN/A
48 East Market StreetYork, PA 17401

(717) 848-1370

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

86th percentile

31%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,535,736

Down $1,533 (-0.1%) from 2014

Net Assets

Up

$1,535,736

Up $1,059 (+0.1%) from 2014

Liabilities

Down

$0

Down $2,592 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin86th percentile

Revenue

Down

$115,635

Down $39,332 (-25%) from 2014

Expenses

Up

$79,936

Up $24,868 (+45%) from 2014

Net Income

Down

$35,699

Down $64,200 (-64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2015

Assets$1,535,736
Liabilities$0
Net Assets$1,535,736
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

2015

Revenue$115,635
Expenses$79,936
Net Income$35,699
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 31, 2016
Return Version
2014v6.0
Gross Receipts
$138,995
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$843,622$826,986▼ $16,636
Savings and Temporary Cash Investments$289,441$344,617▲ $55,176
Other Notes and Loans Receivable, Net$285,409$262,365▼ $23,044
Total Assets$1,537,269$1,535,736▼ $1,533
Other Assets Total$118,797$101,768▼ $17,029
Liabilities
Accounts Payable and Accrued Expenses$2,592$0▼ $2,592
Total Liabilities$2,592$0▼ $2,592
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,033,026$1,068,726▲ $35,700
Permanently Rstr Net Assets$501,651$467,010▼ $34,641
Unrestricted Net Assets-$0-
Total Net Assets Fund Balance$1,534,677$1,535,736▲ $1,059
Total Liabilities and Net Assets / Fund Balance$1,537,269$1,535,736▼ $1,533

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$101,768--
Other Securities$359,976--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$501,651$985▼ $15,359-$467,010
2013$451,134$1,705▲ $70,889-$501,651
2012$414,339$715▲ $56,631-$451,134
2011$436,768$2,620▼ $4,789-$414,339
2010$362,739$11,120▲ $79,093-$436,768
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Roberta OberdickExecutive Director(non-voting)FT$61,780$61,780

Board Members and Trustees

NameTitle
David HoffmanPast President
Al SykesPresident
Paddy RooneyPresident Elect
Steven KlunkFinancial VP
Aaron JacobsMember
BILL O'LEARYMember
Bobbi Anne DeleoMember
Bryan TateMember
Chuck LongMember
David PolkMember
Di HersheyMember
Dick SloanMember
Jean TreuthartMember
Josh GeorgeMember
Tom WarmanMember
Marsha BorntSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,683
Program Service Revenue
$0
Investment Income
$14,343
Other Revenue
$30,609
All Other Contributions
$58,043
Change in Net Assets
$35,699

Audited Revenue Reconciliation

Revenue per Audited Statements
$115,636
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-34,641
Total Revenue per Audited Statements
$80,995
Total Revenue per Form 990
$115,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,710
Other Expenses$13,226
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$58,710--$58,710
Grants to Domestic Individuals$8,000--$8,000
Other Expenses$2,404--$2,404
Total Functional Expenses$79,936$0$0$79,936

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$79,936
Total Expenses per Audited Statements$79,936
Total Expenses per Form 990$79,936
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
York City Little LeagueYork, PA501 C (3)Sponsorship$20,000
York County Community Foundation-city Tree FundYork, PA501 C (3)Seed Money to Start Tree Fund Endowment$10,000
Equiteam Support ServicesDallastown, PA501 C (3)Assist in Equine Assisted Learning$9,000
TURNING POINT WOMEN'S COUNSELING AND ADVOCACY CENTERYork, PA501 C (3)Technology Assistance$9,000
Carlisle Rotary Club FoundationCarlisle, PA501 C (3)Disaster Relief Donations for Nepal$8,710
Autism YorkYork, PA501 C (3)Technology Assistance$2,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,969
Fundraising Direct Expenses$23,360
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf and Tennis Outing$66,609$53,969$21,290$32,679
Total Events$66,609$53,969$23,360$30,609
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
Yes
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.”

Page 9 Part VIII Line 1F-amended Return

“The revenue was increased to properly reflect the activity”

Filing and Contact Details

Filer

Filer Name
York Rotary Charitable Endowment Fund
EIN
23-2642321
Phone
7178481370
Address
48 EAST MARKET STREET, YORK, PA 17401

Signing Officer

Name
Steve Klunk
Title
Financial Vice President
Phone
7177576999
Signed
2016-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Oberdick
Formed
1991
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
221 W PHILADELPHIA STREET SUITE 200, YORK, PA 17401
Preparer
Jaime Kuntz CPA
Phone
7178467000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The oversight process has not changed.”

Page 11 Part X Line 15-amended Return

“The due from affiliate was increased to properly reflect the activity”

Page 11 Part X Line 33-amended Return

“Net assets increased as a result of the revenue and receivable increasing”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund was set up for the purpose of restricting money for future scholarships”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net change in beneficial interest -34,641.”

Raw XML AppendixShowing 400 of 645 raw XML fields

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/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCIAL VP
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt012640
IRS990/FundraisingDirectExpensesAmt023360
IRS990/FundraisingGrossIncomeAmt053969
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt066710
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt08000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt08000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt058710
IRS990/GrantsToDomesticOrgsGrp/TotalAmt058710
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0138995
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014343
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014343
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0843622
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0826986
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01534677
IRS990/NetAssetsOrFundBalancesEOYAmt01535736
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt030609
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt030609
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-34641
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0118797
IRS990/OtherAssetsTotalGrp/EOYAmt0101768
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1PRESERVE PLANET EARTH
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt08090
IRS990/OtherExpensesGrp/ProgramServicesAmt12732
IRS990/OtherExpensesGrp/ProgramServicesAmt22404
IRS990/OtherExpensesGrp/TotalAmt08090
IRS990/OtherExpensesGrp/TotalAmt12732
IRS990/OtherExpensesGrp/TotalAmt22404
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0285409
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0262365
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0501651
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0467010
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERTA OBERDICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt071210
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt033200
IRS990/PYInvestmentIncomeAmt052179
IRS990/PYOtherExpensesAmt021868
IRS990/PYOtherRevenueAmt031578
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt099899
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt055068
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0154967
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt035699
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0289441
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0344617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0252641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014343
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt052179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010061
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0118921
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0273267
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01966
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01966
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67640
IRS990ScheduleA/PublicSupportPY170Pct00.64930
IRS990ScheduleA/PublicSupportTotal170Amt0252641
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043006
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047164
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0252641
IRS990ScheduleA/TotalSupportAmt0373528
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04474
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0501651
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0985
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0467010
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt015793
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15359
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04404
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0451134
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0501651
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt017673
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070889
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04048
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0414339
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0715
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0451134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt016503
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt056631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03840
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0436768
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0414339
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt016420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03746
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0362739
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt011120
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0436768
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt012438
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079093
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt079936
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0101768
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED ENTITY
IRS990ScheduleD/OtherRevenueAmt0-34641
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0467010
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1359976
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST YCCF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-34641
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0115636
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND WAS SET UP FOR THE PURPOSE OF RESTRICTING MONEY FOR FUTURE SCHOLARSHIPS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN BENEFICIAL INTEREST -34,641.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0101768
IRS990ScheduleD/TotalBookValueSecuritiesAmt0826986
IRS990ScheduleD/TotalExpensesPerForm990Amt079936
IRS990ScheduleD/TotalRevenuePerForm990Amt0115636
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt080995
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt079936
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012640
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012640
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023360
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF AND TENNIS OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02070
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066609

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,535,736
Liabilities
$0
Net assets
$1,535,736
Revenue
$115,635
Expenses
$79,936
Net income
$35,699
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