Civic Intelligence

Akiba Yavneh Foundation

990 • Fiscal year 2016 • EIN 27-1866033

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 28, 2017

Organization ProfileN/A
12324 Merit DriveDallas, TX 75251

(214) 295-3400

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

6th percentile

-59%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.3%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,780,973

Down $87,760 (-2.3%) from 2015

Net Assets

Down

$3,780,973

Down $87,760 (-2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin6th percentile

Revenue

Down

$148,894

Down $67,627 (-31%) from 2015

Expenses

Down

$236,655

Down $690 (-0.3%) from 2015

Net Income

Down

-$87,761

Down $66,937 (-321%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$3,780,973
Liabilities$0
Net Assets$3,780,973
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$148,894
Expenses$236,655
Net Income-$87,761
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Gross Receipts
$166,090
Mission and Program Overview

Mission

To support the general operations of yavneh academy of dallas

Sole purpose is for the benefit of yavneh academy of dallas

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,174,720$4,224,720▲ $50,000
Investments in Publicly Traded Securities$3,270,940$3,268,007▼ $2,933
Cash and Non-Interest-Bearing Accounts$597,793$512,966▼ $84,827
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-305,987$-443,747▼ $137,760
Total Assets$3,868,733$3,780,973▼ $87,760
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,868,733$3,780,973▼ $87,760
Total Liabilities and Net Assets / Fund Balance$3,868,733$3,780,973▼ $87,760
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Andrew SchultzOfficer
Ann RosenbergOfficer
Carol KreditorOfficer
Danny GuttmanOfficer
Elizabeth GreifOfficer
Jaynie Schultz RomanerOfficer
Jeff FineOfficer
Michael ZuckerOfficer
Richard RohanOfficer
Steve WernickOfficer
Steven P RosenbergOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$0
Investment Income
$98,894
Other Revenue
$0
All Other Contributions
$50,000
Change in Net Assets
$-87,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,655
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$223,848--$223,848
Fees for Service Investment Mgmnt Fees-$12,807-$12,807
Total Functional Expenses$223,848$12,807$0$236,655
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 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 11

“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 considered requests for the documents on a case-by-case basis, and in cases in which the organization agreed to make documents available, offered to make them available for inspection, either in the organization's administrative offices, or at the offices of a designated agent, as determined by the organization.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Andrew Schultz
Title
President
Phone
2142953400
Signed
2017-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Schultz
Formed
2009
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Bland Garvey Pc
Address
2600 N CENTRAL EXPY 550, RICHARDSON, TX 75080-2007
Preparer
Robert W Justice
Phone
9722312503
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 CONSIDERED REQUESTS FOR THE DOCUMENTS ON A CASE-BY-CASE BASIS, AND IN CASES IN WHICH THE ORGANIZATION AGREED TO MAKE DOCUMENTS AVAILABLE, OFFERED TO MAKE THEM AVAILABLE FOR INSPECTION, EITHER IN THE ORGANIZATION'S ADMINISTRATIVE OFFICES, OR AT THE OFFICES OF A DESIGNATED AGENT, AS DETERMINED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0YAVNEH ACADEMY OF DALLAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0752470261
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012324 MERIT DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd075251
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0223848
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0YAVNEH ACADEMY AT DALLAS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03868733
IRS990/TotalAssetsEOYAmt03780973
IRS990/TotalAssetsGrp/BOYAmt03868733
IRS990/TotalAssetsGrp/EOYAmt03780973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt050000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012807
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0223848
IRS990/TotalFunctionalExpensesGrp/TotalAmt0236655
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03868733
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03780973
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0223848
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt098894
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0148894
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03868733
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03780973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012324 MERIT DRIVE
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075251
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142953400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YAVNEH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YAVN
ReturnHeader/Filer/EIN0271866033
ReturnHeader/Filer/PhoneNum02142953400
ReturnHeader/Filer/USAddress/AddressLine1Txt012324 MERIT DRIVE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075251
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751854024
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/PreparationDt02017-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W JUSTICE
ReturnHeader/ReturnTs02017-03-08T09:35:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,780,973
Liabilities
$0
Net assets
$3,780,973
Revenue
$148,894
Expenses
$236,655
Net income
-$87,761
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