Civic Intelligence

York Rotary Charitable Endowment Fund

990 • Fiscal year 2021 • EIN 23-2642321

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization ProfileWWW.YORKROTARY.ORG
140 Roosevelt Avenue Suite 209York, PA 17401

(717) 848-1370

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.09x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

19th percentile

-4.5%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

66th percentile

18%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$3,012,072

Up $468,520 (+18%) from 2020

Net Assets

Up

$3,002,207

Up $468,435 (+18%) from 2020

Liabilities

Up

$9,865

Up $85 (+0.9%) from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin19th percentile

Revenue

Down

$113,285

Down $138,612 (-55%) from 2020

Expenses

Up

$118,396

Up $10,272 (+9.5%) from 2020

Net Income

Down

-$5,111

Down $148,884 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2021

Assets$3,012,072
Liabilities$9,865
Net Assets$3,002,207
Open 2021 Filing

Operations Trend

Revenue Growth4th 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

2021

Revenue$113,285
Expenses$118,396
Net Income-$5,111
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$139,595
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$1,813,016$2,304,162▲ $491,146
Savings and Temporary Cash Investments$454,679$436,227▼ $18,452
Other Notes and Loans Receivable, Net$275,857$271,683▼ $4,174
Total Assets$2,543,552$3,012,072▲ $468,520
Liabilities
Accounts Payable and Accrued Expenses$9,780$9,865▲ $85
Total Liabilities$9,780$9,865▲ $85
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,572,632$1,933,650▲ $361,018
Net Assets Without Donor Restrictions$961,140$1,068,557▲ $107,417
Total Net Assets Fund Balance$2,533,772$3,002,207▲ $468,435
Total Liabilities and Net Assets / Fund Balance$2,543,552$3,012,072▲ $468,520

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$531,904--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$403,574-▲ $128,330-$531,904
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bryan TatePresident
Anne DruckDirector
Glenn MillerDirector
J Lawrence SmithDirector
Jackie SummersDirector
Josh GeorgeDirector
Todd FogdallDirector
William AnstineDirector
Lynne Morrison Starting 321Executive Di
Roberta Oberdick Until 321Executive Di
Matt FalveyInvestment C
Amy AnstineSecretary Tr
Douglas BermanTreasurer/fi
Macgregor BrillhartVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$66,207
Program Service Revenue
$0
Investment Income
$27,939
Other Revenue
$19,139
All Other Contributions
$66,207
Change in Net Assets
$-5,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,228
Other Expenses$33,168
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,978--$62,978
Fees for Services Management-$24,522-$24,522
Grants to Domestic Individuals$22,250--$22,250
Other Expenses$238--$238
Total Functional Expenses$93,874$24,522$0$118,396
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Rotary FoundationChicago, IL-Chula Vista Rotary$12,700
Beaumont Rotary FoundationBeaumont, TX-Icestormdisaster Aid$11,080
Equi Team Support ServicesDallastown, PA-Train Comm. Provider$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$45,449
Fundraising Direct Expenses$26,310
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Love Fore Commu$45,449$45,449$10,100$35,349
Total Events$45,449$45,449$26,310$19,139
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
Yes
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
140 ROOSEVELT AVENUE SUITE 209, YORK, PA 17401

Signing Officer

Name
Douglas Berman
Title
Treasurer/financ. VP
Phone
7178481370
Signed
2022-05-11

Organization Details

Principal Officer
Douglas 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 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.”

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/TotalSupportAmt0655806
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt039932
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1531904
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BENEFICIAL INTEREST YCCF
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/Event1Nm0LOVE FORE COMMU
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011210
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IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt022250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt112700
IRS990ScheduleI/RecipientTable/CashGrantAmt211080
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TRAIN COMM. PROVIDER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHULA VISTA ROTARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ICESTORMDISASTER AID
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EQUI TEAM SUPPORT SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BEAUMONT ROTARY FOUNDATION
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IRS990ScheduleI/RecipientTable/RecipientEIN1363245072
IRS990ScheduleI/RecipientTable/RecipientEIN2237350450
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 PLEASANT AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt114280 COLLECTIONS CENTER DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22355 IH10 SOUTH STE 213
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLASTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BEAUMONT
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
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/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF YORK PENNSYLVANIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231034802
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0140 ROOSEVELT AVENUE SUITE 209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd017401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,012,072
Liabilities
$9,865
Net assets
$3,002,207
Revenue
$113,285
Expenses
$118,396
Net income
-$5,111
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