Civic Intelligence

York Rotary Charitable Endowment Fund

990 • Fiscal year 2020 • EIN 23-2642321

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileWWW.YORKROTARY.ORG
724 South George StreetYork, PA 17401

(717) 848-1370

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.04x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

43rd percentile

3.4%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

1.6%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$2,543,552

Up $84,230 (+3.4%) from 2019

Net Assets

Up

$2,533,772

Up $134,729 (+5.6%) from 2019

Liabilities

Down

$9,780

Down $50,499 (-84%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin92nd percentile

Revenue

Up

$251,897

Up $3,892 (+1.6%) from 2019

Expenses

Down

$108,124

Down $46,037 (-30%) from 2019

Net Income

Up

$143,773

Up $49,929 (+53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$2,543,552
Liabilities$9,780
Net Assets$2,533,772
Open 2020 Filing

Operations Trend

Revenue Growth51st 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

2020

Revenue$251,897
Expenses$108,124
Net Income$143,773
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$275,553
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.

Provide financial assistance to children and students or york county, pa

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,827,308$1,813,016▼ $14,292
Savings and Temporary Cash Investments$381,630$454,679▲ $73,049
Other Notes and Loans Receivable, Net$250,384$275,857▲ $25,473
Total Assets$2,459,322$2,543,552▲ $84,230
Liabilities
Other Liabilities$60,279--
Accounts Payable and Accrued Expenses-$9,780-
Total Liabilities$60,279$9,780▼ $50,499
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,827,308$1,572,632▼ $254,676
Net Assets Without Donor Restrictions$571,735$961,140▲ $389,405
Total Net Assets Fund Balance$2,399,043$2,533,772▲ $134,729
Total Liabilities and Net Assets / Fund Balance$2,459,322$2,543,552▲ $84,230

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$403,574--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$449,819-▼ $46,245-$403,574
2018$426,989-▲ $22,830-$449,819
2017$466,920-▼ $39,931-$426,989
2016$426,988$39,932--$466,920
2015$467,010-▼ $40,022-$426,988
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Di HersheyPresident
Anne DruckDirector
Bryan TateDirector
Glenn MillerDirector
J Lawrence SmithDirector
Jackie SummersDirector
Josh GeorgeDirector
Steve FeldmanDirector
William HollyDirector
Roberta OberdickExec Coordin
Lynne MorrisonExecutive Di
Stephen KlunkFinancial VP
Amy AnstineSecretary Tr
Doug BermanTreasurer/fi
Macgregor BrillhartVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$181,834
Program Service Revenue
$0
Investment Income
$35,687
Other Revenue
$34,376
All Other Contributions
$181,834
Change in Net Assets
$143,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,628
Other Expenses$51,496
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$35,024--$35,024
Fees for Services Management-$26,521-$26,521
Grants to Domestic Orgs$21,604--$21,604
Other Expenses$8--$8
Total Functional Expenses$81,603$26,521$0$108,124
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
US Department of AgricultureHarrisburg, PA-Kiwanis Lake$11,564
YORK COUNTY SHERRIFF'S OFFICEYork, PA-Yc Sheriff Drug Dog$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,032
Fundraising Direct Expenses$23,656
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Love Fore Commu$58,032$58,032$10,856$47,176
Total Events$58,032$58,032$23,656$34,376
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
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is available to all board members to review prior to filing”

Form 990, Page 6, Part VI, 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

Filer Name
York Rotary Charitable Endowment
EIN
23-2642321
Phone
7178481370
Address
724 SOUTH GEORGE STREET, YORK, PA 17401

Signing Officer

Name
Doug Berman
Title
Treasurer/financ. VP
Phone
7178481370
Signed
2021-05-17

Organization Details

Principal Officer
Doug Berman
Formed
1991
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Smith Elliott Kearns & Company LLC
Address
16 N GEORGE ST, YORK, PA 17401-1211
Preparer
Krista M Gardner CPA
Phone
7179002021
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide financial assistancer to crippled, disabled, disadvantage adn 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.”

Financial Statement Notes

Schedule D, Page 4, Part XIII

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

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073652
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0582225
IRS990ScheduleA/TotalSupportAmt0653513
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01409442
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1403574
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND WAS SET UP FOR THE PURPOSE OF RESTRICTING MONEY FOR FURTHER SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0800
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LOVE FORE COMMU
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010856
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010856
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012000
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IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt035024
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/RecipientTable/CashGrantAmt011564
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0KIWANIS LAKE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1YC SHERIFF DRUG DOG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0US DEPARTMENT OF AGRICULTURE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1YORK COUNTY SHERRIFF'S OFFICE
IRS990ScheduleI/RecipientTable/RecipientEIN0236000305
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 60827
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt145 N GEORGE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HARRISBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1YORK
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FINANCIAL ASSISTANCER TO CRIPPLED, DISABLED, DISADVANTAGE ADN 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS AVAILABLE TO ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS COPIES OF THESE DOCUMENTS IN THE OFFICE OF THE CLUB AND ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF YORK PENNSYLVANIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231034802
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0724 S GEORGE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd017401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,543,552
Liabilities
$9,780
Net assets
$2,533,772
Revenue
$251,897
Expenses
$108,124
Net income
$143,773
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