Civic Intelligence

Akiba Yavneh Foundation

EIN 27-1866033 • 501(c)3 • Dallas, TX

Profile

To support the general operations of akibayavneh academy.

12324 Merit DriveDallas, TX 75251

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

92nd percentile

90%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Assets

Up

$11,688,940

Up $2,168,285 (+23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,688,940

Up $2,168,285 (+23%) from 2023

Revenue

Up

$1,618,556

Up $415,085 (+34%) from 2023

Expenses

Down

$500,891

Down $3,790 (-0.8%) from 2023

Net Income

Up

$1,117,665

Up $418,875 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $4,139,490Liabilities 2011: $0Net Assets 2011: $4,139,4902011Assets 2012: $3,825,906Liabilities 2012: $0Net Assets 2012: $3,825,9062012Assets 2013: $3,714,156Liabilities 2013: $0Net Assets 2013: $3,714,1562013Assets 2014: $3,894,729Liabilities 2014: $0Net Assets 2014: $3,894,7292014Assets 2015: $3,868,733Liabilities 2015: $0Net Assets 2015: $3,868,7332015Assets 2016: $3,780,973Liabilities 2016: $0Net Assets 2016: $3,780,9732016Assets 2017: $3,715,571Liabilities 2017: $0Net Assets 2017: $3,715,5712017Assets 2018: $4,275,309Liabilities 2018: $0Net Assets 2018: $4,275,3092018Assets 2019: $3,924,720Liabilities 2019: $0Net Assets 2019: $3,924,7202019Assets 2020: $3,894,102Liabilities 2020: $0Net Assets 2020: $3,894,1022020Assets 2021: $4,016,566Liabilities 2021: $0Net Assets 2021: $4,016,5662021Assets 2022: $9,569,384Liabilities 2022: $0Net Assets 2022: $9,569,3842022Assets 2023: $9,520,655Liabilities 2023: $0Net Assets 2023: $9,520,6552023Assets 2024: $11,688,940Liabilities 2024: $0Net Assets 2024: $11,688,9402024

Highlighted filing

2024

Assets$11,688,940
Liabilities$0
Net Assets$11,688,940

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $185,6442011Expenses 2012: $440,6062012Expenses 2013: $389,0962013Revenue 2014: $498,449Expenses 2014: $317,876Net Income 2014: $180,5732014Revenue 2015: $216,521Expenses 2015: $237,345Net Income 2015: -$20,8242015Revenue 2016: $148,894Expenses 2016: $236,655Net Income 2016: -$87,7612016Revenue 2017: $121,552Expenses 2017: $186,954Net Income 2017: -$65,4022017Revenue 2018: $753,735Expenses 2018: $193,997Net Income 2018: $559,7382018Revenue 2019: $60,379Expenses 2019: $410,968Net Income 2019: -$350,5892019Revenue 2020: $163,152Expenses 2020: $193,770Net Income 2020: -$30,6182020Revenue 2021: $312,337Expenses 2021: $189,873Net Income 2021: $122,4642021Revenue 2022: $449,359Expenses 2022: $335,039Net Income 2022: $114,3202022Revenue 2023: $1,203,471Expenses 2023: $504,681Net Income 2023: $698,7902023Revenue 2024: $1,618,556Expenses 2024: $500,891Net Income 2024: $1,117,6652024

Highlighted filing

2024

Revenue$1,618,556
Expenses$500,891
Net Income$1,117,665

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.62$0.50$1.12
2023Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$1.20$0.50$0.70
2022Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.45$0.34$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.00$4.02$0.31$0.19$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.16$0.19$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.06$0.41$0.35
2018Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.75$0.19$0.56
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.12$0.19$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.15$0.24$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.22$0.24$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.50$0.32$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.00$3.83$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.00$4.14$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$1,618,556
Mission and Program Overview

Mission

To support the general operations of yavneh academy of dallas

Sole purpose is for the benefit of akibayavneh academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,617,643$11,105,442▲ $2,487,799
Cap Stk Tr Prin Current Funds$8,841,903$8,841,903→ $0
Rtn Earn Endowment Incm Other Fnds$678,752$2,847,037▲ $2,168,285
Other Notes and Loans Receivable, Net$426,315$426,315→ $0
Cash and Non-Interest-Bearing Accounts$476,697$157,183▼ $319,514
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$9,520,655$11,688,940▲ $2,168,285
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,520,655$11,688,940▲ $2,168,285
Total Liabilities and Net Assets / Fund Balance$9,520,655$11,688,940▲ $2,168,285

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,105,442--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,618,556
Other Revenue
$0
Change in Net Assets
$1,117,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$500,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$466,650--$466,650
Fees for Service Investment Mgmnt Fees-$34,241-$34,241
Total Functional Expenses$466,650$34,241$0$500,891
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 11B

A draft of the form 990 was reviewed by the director of finance, any corrections are made by the auditors. The audited financial statements were reviewed by the entire board.

Form 990, Part VI, Section B, Line 12C

Each director, principle officer and member of a committee affirmed their compliance with the conflict of interest policy. The foundation reviewed to ensure that it operates in a manner consistent with charitable purposes and did not engage in activities that could jeopardize its tax-exempt status.

Form 990, Part VI, Section C, Line 19

The organization considers requests documents on a case-by-case basis. In cases where the organization has agreed to make documents available, inspection occurs either at the organization's administrative offices, or at the offices of a designated agent.

Filing and Contact Details

Filer

Filer Name
Akiba Yavneh Foundation
EIN
27-1866033
Phone
2142953400
Address
12324 MERIT DRIVE, DALLAS, TX 75251

Signing Officer

Name
Steven Rosenberg
Title
President
Phone
2142953400
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Rosenberg
Formed
2009
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Bland Garvey Pc
Address
2600 N CENTRAL EXPY 550, RICHARDSON, TX 75080-2007
Preparer
Laura Zerger
Phone
9722312503
Supplemental Narrative

Additional Explanations

FORM 990 PART XI LINE 5:

Akiba yavneh foundation move all the endowment fund from merrill bank of america to stifel investment.

Financial Statement Notes

PART X, LINE 2:

Akiba yavneh foundation was included in the consolidated financial statements of akibayavneh academy. The footnote included in akibayavneh financial statements is: the school is a not-for-profit organization exempt from federal income taxes under internal revenue code section 501(c)(3). Accordingly, no provision for federal income tax has been recorded in the accompanying financial statements. The school files the required annual federal information return for tax-exempt organizations. The school is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to june 30, 2021.

Raw XML Appendix398 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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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE AKIBA YAVNEH FOUNDATION SOLELY BENEFITS THE AKIBAYAVNEH ACADEMY. THE FOUNDATION MAKES AN ANNUAL DISTRIBUTION TO THE ACADEMY FOR TUITION ASSISTANCE TO STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AKIBA YAVNEH FOUNDATION WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF AKIBAYAVNEH ACADEMY. THE FOOTNOTE INCLUDED IN AKIBAYAVNEH FINANCIAL STATEMENTS IS: THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL FILES THE REQUIRED ANNUAL FEDERAL INFORMATION RETURN FOR TAX-EXEMPT ORGANIZATIONS. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt011105442
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FORM 990 WAS REVIEWED BY THE DIRECTOR OF FINANCE, ANY CORRECTIONS ARE MADE BY THE AUDITORS. THE AUDITED FINANCIAL STATEMENTS WERE REVIEWED BY THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINCIPLE OFFICER AND MEMBER OF A COMMITTEE AFFIRMED THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FOUNDATION REVIEWED TO ENSURE THAT IT OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DID NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONSIDERS REQUESTS DOCUMENTS ON A CASE-BY-CASE BASIS. IN CASES WHERE THE ORGANIZATION HAS AGREED TO MAKE DOCUMENTS AVAILABLE, INSPECTION OCCURS EITHER AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES, OR AT THE OFFICES OF A DESIGNATED AGENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AKIBA YAVNEH FOUNDATION MOVE ALL THE ENDOWMENT FUND FROM MERRILL BANK OF AMERICA TO STIFEL INVESTMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART XI LINE 5:
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0500891
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/VotingMembersGoverningBodyCnt010
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142953400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLAND GARVEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 N CENTRAL EXPY 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHARDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750802007
ReturnHeader/PreparerPersonGrp/PhoneNum09722312503
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA ZERGER
ReturnHeader/ReturnTs02025-05-13T13:42:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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