Civic Intelligence

York Rotary Charitable Endowment Fund

990 • Fiscal year 2022 • EIN 23-2642321

Jul 01, 2021 to Jun 30, 2022 • Filed on May 04, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-47%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

64%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,590,041

Down $422,031 (-14%) from 2021

Net Assets

Down

$2,590,041

Down $412,166 (-14%) from 2021

Liabilities

Down

$0

Down $9,865 (-100%) from 2021

Revenue

Up

$185,917

Up $72,632 (+64%) from 2021

Expenses

Up

$273,734

Up $155,338 (+131%) from 2021

Net Income

Down

-$87,817

Down $82,706 (-1618%) from 2021

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

2022

Assets$2,590,041
Liabilities$0
Net Assets$2,590,041

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

2022

Revenue$185,917
Expenses$273,734
Net Income-$87,817
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 4, 2023
Return Version
2021v4.0
Gross Receipts
$207,173
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$2,304,162$1,929,964▼ $374,198
Savings and Temporary Cash Investments$436,227$374,874▼ $61,353
Other Notes and Loans Receivable, Net$271,683$285,203▲ $13,520
Total Assets$3,012,072$2,590,041▼ $422,031
Liabilities
Accounts Payable and Accrued Expenses$9,865--
Total Liabilities$9,865$0▼ $9,865
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,933,650$1,662,703▼ $270,947
Net Assets Without Donor Restrictions$1,068,557$927,338▼ $141,219
Total Net Assets Fund Balance$3,002,207$2,590,041▼ $412,166
Total Liabilities and Net Assets / Fund Balance$3,012,072$2,590,041▼ $422,031

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$474,681--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$531,904-▼ $57,223-$474,681
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bryan TatePresident
Aaron JacobsDirector
Glen MillerDirector
J Lawrence SmithDirector
Jacqueline SummersDirector
Sonam RuitDirector
Todd FogdallDirector
William AnstineDirector
Roberta Oberdick Until 321Exec Coordin
Lynne MorrisonExecutive Di
Matt FalveyInvestment C
Amy AnstineSecretary Tr
Doug BermanTreasurer/fi
Macgregor BrillhartVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$141,215
Program Service Revenue
$90
Investment Income
$35,549
Other Revenue
$9,063
All Other Contributions
$114,455
Change in Net Assets
$-87,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$231,584
Other Expenses$42,150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$177,634--$177,634
Grants to Domestic Individuals$53,950--$53,950
Fees for Services Management-$36,000-$36,000
Other Expenses$250$8-$258
Total Functional Expenses$232,682$41,052$0$273,734
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of York - Kiwanis Lake ProjectYork, PA--$49,673
Miscellaneous Grant ExpenseYork, PA--$33,329
Center for Disaster PhilanthropyNew Freedom, PA--$25,000
Child Care ConsultantsWashington, DC--$15,632
Sparrow PlaceYork, PA--$10,000
York County Food BankYork, PA--$10,000
YwcaYork, PA--$10,000
House of Reconciliation Ministries---$6,000
Stick N Move BoxingYork, PA--$6,000
Ymca of the RosesYork, PA--$6,000
York County Industrial Dev AuthYork, PA--$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,319
Fundraising Direct Expenses$21,256
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Love Fore Commu$57,079$30,319$21,256$9,063
Total Events$57,079$30,319$21,256$9,063
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
Doug Berman
Title
Treasurer/financ. VP
Phone
7178481370
Signed
2023-05-04

Organization Details

Principal Officer
Doug Berman
Formed
1991
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
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 assistance 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 2, Part V, Line 4

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

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MISCELLANEOUS GRANT EXPENSE
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2YORK COUNTY FOOD BANK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3STICK N MOVE BOXING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4YMCA OF THE ROSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5YORK COUNTY INDUSTRIAL DEV AUTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6CHILD CARE CONSULTANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7CENTER FOR DISASTER PHILANTHROPY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SPARROW PLACE
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10HOUSE OF RECONCILIATION MINISTRIES
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IRS990ScheduleI/RecipientTable/USAddress/CityNm5YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm6WASHINGTON
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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