Civic Intelligence

Yorkshire Foundation

990EZ • Fiscal year 2018 • EIN 30-0135785

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

14120 Memorial DriveHouston, TX 77079-6825

(281) 531-6088

Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

202%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

149%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$60,327

Up $40,329 (+202%) from 2017

Net Assets

Up

$56,677

Up $41,950 (+285%) from 2017

Liabilities

Down

$3,650

Down $1,621 (-31%) from 2017

Revenue

Up

$97,969

Up $58,584 (+149%) from 2017

Expenses

Down

$56,019

Down $21,261 (-28%) from 2017

Net Income

Up

$41,950

Up $79,845 (+211%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $28,988Liabilities 2014: $0Net Assets 2014: $28,9882014Assets 2015: $47,903Liabilities 2015: $0Net Assets 2015: $47,9032015Assets 2016: $52,800Liabilities 2016: $178Net Assets 2016: $52,6222016Assets 2017: $19,998Liabilities 2017: $5,271Net Assets 2017: $14,7272017Assets 2018: $60,327Liabilities 2018: $3,650Net Assets 2018: $56,6772018Assets 2019: $89,801Liabilities 2019: $1,329Net Assets 2019: $88,4722019Assets 2020: $68,263Liabilities 2020: $9Net Assets 2020: $68,2542020Assets 2021: $19,104Liabilities 2021: $138Net Assets 2021: $18,9662021Assets 2022: $48,158Liabilities 2022: $223Net Assets 2022: $47,9352022Assets 2023: $31,799Liabilities 2023: $2,387Net Assets 2023: $29,4122023Assets 2024: $34,760Liabilities 2024: $309Net Assets 2024: $34,4512024

Highlighted filing

2018

Assets$60,327
Liabilities$3,650
Net Assets$56,677

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $116,545Expenses 2014: $141,737Net Income 2014: -$25,1922014Revenue 2015: $89,538Expenses 2015: $70,623Net Income 2015: $18,9152015Revenue 2016: $51,063Expenses 2016: $43,838Net Income 2016: $7,2252016Revenue 2017: $39,385Expenses 2017: $77,280Net Income 2017: -$37,8952017Revenue 2018: $97,969Expenses 2018: $56,019Net Income 2018: $41,9502018Revenue 2019: $102,124Expenses 2019: $70,329Net Income 2019: $31,7952019Revenue 2020: $28,407Expenses 2020: $48,625Net Income 2020: -$20,2182020Revenue 2021: $34,789Expenses 2021: $84,077Net Income 2021: -$49,2882021Revenue 2022: $48,792Expenses 2022: $19,823Net Income 2022: $28,9692022Revenue 2023: $28,716Expenses 2023: $47,239Net Income 2023: -$18,5232023Revenue 2024: $20,380Expenses 2024: $15,341Net Income 2024: $5,0392024

Highlighted filing

2018

Revenue$97,969
Expenses$56,019
Net Income$41,950
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$97,969
Mission and Program Overview

Mission

The primary purpose of the yorkshire foundation is to support educational programs at the yorkshire academy; a private elementary and preschool facility in houston, tx.the foundation raises money to purchase supplies and sponsor programs at the academy including enhancing learning in the community, literacy programs, computer instruction and technology, visual and performing arts programs, parent education resources, and continuing teacher education.

The primary purpose of the yorkshire foundation is to support educational programs at the yorkshire academy; a private elementary and preschool facility in houston, tx.the foundation raises money to fund various program and supply needs at the academy including sponsoring teacher continuing education and funding technology improvements.

Program Services

DescriptionGrantsExpenses
IN 2018, THE FOUNDATION PROVIDED A NUMBER OF NEW COMPUTERS AND OTHER TECHNOLOGICAL EQUIPMENT FOR CLASSROOM USE. IT ALSO PURCHASED MATERIALS FOR THE SCHOOL LIBRARY. ADDITIONALLY, THE FOUNDATION SPONSORED THE STUDENT MUSICAL PRODUCTIONS, PROVIDED NEW PLAY GROUND AND PHYSICAL EDUCATION EQUIPMENT AND PURCHASED VARIOUS COURSE CIRRICULUM SUPPLIES. THE FOUNDATION SUPPLEMENTS SCHOOL PROPERTY MAINTENANCE AND IMPROVEMENT. THE FOUNDATION ALSO SUPPORTED ACADEMY TEACHERS IN ATTENDING CONTINUING EDUCATION COURSES AND SPONSORED VARIOUS HEALTH AND TECHNOLOGY SEMINARS FOR PARENTS AND TEACHERS ON PREMISES.$0$43,204
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY T SWINBANKPresident, Director-$0--
JANET HOWARDVP, Treasurer, Director-$0--
VIVIEN CRAINSecretary, DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Yorkshire Foundation
EIN
30-0135785
Phone
2815316088
Address
14120 MEMORIAL DRIVE, HOUSTON, TX 77079-6825

Signing Officer

Name
Shirley T Swinbank
Title
President
Phone
2815316088
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD SUITE 2400, HOUSTON, TX 77056
Preparer
Laurie a Weston
Phone
7136253500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity, general fund. Grantee name: houston food bank. Grantee address: 535 portwall st houston, tx 77029. Grantee relationship: none. Property description: cash. Date of gift: 03/07/18. Amount given: 345.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity, general fund. Grantee name: american diabetes association. Grantee address: 2451 crystal drive, suite 900 arlington, va 22202. Grantee relationship: none. Property description: cash. Date of gift: 03/27/18. Amount given: 250. Total included on form 990-ez, line 10: 595.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank service charges. Amount: 141. Description: classroom supplies & equipment. Amount: 35,337. Description: teacher education. Amount: 2,590. Description: musical program expense. Amount: 4,735. Description: fundraising. Amount: 7,086. Description: gala expense. Amount: 1,095. Description: library expenses. Amount: 422. Description: various school expenses. Amount: 120. Description: auction project. Amount: 454. Total to form 990-ez, line 16: 51,980.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit card payable. Beg. Of year amount: 5,271. End of year amount: 3,650.

Raw XML Appendix147 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VIVIEN CRAIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02815316088
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014120 MEMORIAL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0770796825
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060327
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IRS990EZ/ContributionsGiftsGrantsEtcAmt097969
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt041950
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03089
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0595
IRS990EZ/GrossReceiptsAmt097969
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014727
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056677
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014727
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056677
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY T SWINBANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VIVIEN CRAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP, TREASURER, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY, DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt051980
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE OF THE YORKSHIRE FOUNDATION IS TO SUPPORT EDUCATIONAL PROGRAMS AT THE YORKSHIRE ACADEMY; A PRIVATE ELEMENTARY AND PRESCHOOL FACILITY IN HOUSTON, TX.THE FOUNDATION RAISES MONEY TO FUND VARIOUS PROGRAM AND SUPPLY NEEDS AT THE ACADEMY INCLUDING SPONSORING TEACHER CONTINUING EDUCATION AND FUNDING TECHNOLOGY IMPROVEMENTS.
IRS990EZ/PrintingPublicationsPostageAmt0355
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2018, THE FOUNDATION PROVIDED A NUMBER OF NEW COMPUTERS AND OTHER TECHNOLOGICAL EQUIPMENT FOR CLASSROOM USE. IT ALSO PURCHASED MATERIALS FOR THE SCHOOL LIBRARY. ADDITIONALLY, THE FOUNDATION SPONSORED THE STUDENT MUSICAL PRODUCTIONS, PROVIDED NEW PLAY GROUND AND PHYSICAL EDUCATION EQUIPMENT AND PURCHASED VARIOUS COURSE CIRRICULUM SUPPLIES. THE FOUNDATION SUPPLEMENTS SCHOOL PROPERTY MAINTENANCE AND IMPROVEMENT. THE FOUNDATION ALSO SUPPORTED ACADEMY TEACHERS IN ATTENDING CONTINUING EDUCATION COURSES AND SPONSORED VARIOUS HEALTH AND TECHNOLOGY SEMINARS FOR PARENTS AND TEACHERS ON PREMISES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043204
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05271
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03650
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056019
IRS990EZ/TotalProgramServiceExpensesAmt043204
IRS990EZ/TotalRevenueAmt097969
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW/YORKSHIREFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt097969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0394500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95130
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0375280
IRS990ScheduleA/SubstantialContributorsTotAmt019220
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt097969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039385
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051063
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0116545
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0394500
IRS990ScheduleA/TotalSupportAmt0394500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: PUBLIC CHARITY, GENERAL FUND. GRANTEE NAME: HOUSTON FOOD BANK. GRANTEE ADDRESS: 535 PORTWALL ST HOUSTON, TX 77029. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/07/18. AMOUNT GIVEN: 345.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PUBLIC CHARITY, GENERAL FUND. GRANTEE NAME: AMERICAN DIABETES ASSOCIATION. GRANTEE ADDRESS: 2451 CRYSTAL DRIVE, SUITE 900 ARLINGTON, VA 22202. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/27/18. AMOUNT GIVEN: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 141. DESCRIPTION: CLASSROOM SUPPLIES & EQUIPMENT. AMOUNT: 35,337. DESCRIPTION: TEACHER EDUCATION. AMOUNT: 2,590. DESCRIPTION: MUSICAL PROGRAM EXPENSE. AMOUNT: 4,735. DESCRIPTION: FUNDRAISING. AMOUNT: 7,086. DESCRIPTION: GALA EXPENSE. AMOUNT: 1,095. DESCRIPTION: LIBRARY EXPENSES. AMOUNT: 422. DESCRIPTION: VARIOUS SCHOOL EXPENSES. AMOUNT: 120. DESCRIPTION: AUCTION PROJECT. AMOUNT: 454. TOTAL TO FORM 990-EZ, LINE 16: 51,980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 5,271. END OF YEAR AMOUNT: 3,650.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY T SWINBANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02815316088
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YORKSHIRE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YORK
ReturnHeader/Filer/EIN0300135785
ReturnHeader/Filer/PhoneNum02815316088
ReturnHeader/Filer/USAddress/AddressLine1Txt014120 MEMORIAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770796825
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F8A2BC593D20E980B74D99FC6626075FEFA9897
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050DF3CE2DFFBB9D00537F9D9E2BB18D0DD978FC8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.133.177
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:28:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD SUITE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE A WESTON
ReturnHeader/ReturnTs02019-05-13T15:48:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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