Civic Intelligence

Yorkshire Foundation

990EZ • Fiscal year 2022 • EIN 30-0135785

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

Organization ProfileWWW.YORKSHIREFOUNDATION.ORG
14120 Memorial DrHouston, TX 77079-6825

(281) 531-6088

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

94th percentile

152%

Faster asset growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

40%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$48,158

Up $29,054 (+152%) from 2021

Net Assets

Up

$47,935

Up $28,969 (+153%) from 2021

Liabilities

Up

$223

Up $85 (+62%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin92nd percentile

Revenue

Up

$48,792

Up $14,003 (+40%) from 2021

Expenses

Down

$19,823

Down $64,254 (-76%) from 2021

Net Income

Up

$28,969

Up $78,257 (+159%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2022

Assets$48,158
Liabilities$223
Net Assets$47,935
Open 2022 Filing

Operations Trend

Revenue Growth69th percentile

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

2022

Revenue$48,792
Expenses$19,823
Net Income$28,969
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$49,747
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.

Program Services

DescriptionGrantsExpenses
DURING 2022 THE FOUNDATION PURCHASED SOFTWARE, BOOKS AND OTHER CURRICULUM MATERIALS FOR THE USE OF THE ACADEMY STUDENTS AND TEACHERS.$0$5,558
THE FOUNDATION PROVIDED FUNDING FOR THE YORKSHIRE ACADEMY'S 2022 MUSICAL PRODUCTIONS INCLUDING COSTUME AND SET MATERIALS.$0$2,674
THE FOUNDATION SPONSORED TEACHER TRAINING AND RESOURCE MATERIALS AND SEMINAR ATTENDANCE FEES FOR CONTINUING EDUCATION.$0$521
Compensation and Service Providers
Top Officer Pay78th percentile

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 DR, HOUSTON, TX 77079-6825

Signing Officer

Name
Shirley T Swinbank
Title
President
Phone
2815316088
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: bank service charges. Amount: 115. Description: classroom supplies & equipment. Amount: 5,558. Description: fundraising supplies and expenses. Amount: 6,561. Description: musical program expense. Amount: 2,674. Description: parent seminar. Amount: 525. Description: teacher education. Amount: 521. Total to form 990-ez, line 16: 15,954.”

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

“Description: credit card payable. Beg. Of year amount: 138. End of year amount: 223.”

Raw XML Appendix152 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/BOYAmt019104
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048158
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt048882
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt028969
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03869
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt048158
IRS990EZ/FundraisingGrossIncomeAmt0865
IRS990EZ/GrossReceiptsAmt049747
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018966
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047935
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018966
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047935
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/OtherExpensesTotalAmt015954
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 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING 2022 THE FOUNDATION PURCHASED SOFTWARE, BOOKS AND OTHER CURRICULUM MATERIALS FOR THE USE OF THE ACADEMY STUDENTS AND TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE FOUNDATION PROVIDED FUNDING FOR THE YORKSHIRE ACADEMY'S 2022 MUSICAL PRODUCTIONS INCLUDING COSTUME AND SET MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE FOUNDATION SPONSORED TEACHER TRAINING AND RESOURCE MATERIALS AND SEMINAR ATTENDANCE FEES FOR CONTINUING EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05558
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12674
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2521
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0955
IRS990EZ/SpecialEventsNetIncomeLossAmt0-90
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0138
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0223
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019823
IRS990EZ/TotalProgramServiceExpensesAmt08753
IRS990EZ/TotalRevenueAmt048792
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.YORKSHIREFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0102049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt097969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0312096
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0865
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76760
IRS990ScheduleA/PublicSupportPY170Pct00.82520
IRS990ScheduleA/PublicSupportTotal170Amt0239580
IRS990ScheduleA/SubstantialContributorsTotAmt072516
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028407
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0102049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt097969
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312096
IRS990ScheduleA/TotalSupportAmt0312096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 115. DESCRIPTION: CLASSROOM SUPPLIES & EQUIPMENT. AMOUNT: 5,558. DESCRIPTION: FUNDRAISING SUPPLIES AND EXPENSES. AMOUNT: 6,561. DESCRIPTION: MUSICAL PROGRAM EXPENSE. AMOUNT: 2,674. DESCRIPTION: PARENT SEMINAR. AMOUNT: 525. DESCRIPTION: TEACHER EDUCATION. AMOUNT: 521. TOTAL TO FORM 990-EZ, LINE 16: 15,954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 138. END OF YEAR AMOUNT: 223.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY T SWINBANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02815316088
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YORKSHIRE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YORK
ReturnHeader/Filer/EIN0300135785
ReturnHeader/Filer/PhoneNum02815316088
ReturnHeader/Filer/USAddress/AddressLine1Txt014120 MEMORIAL DR
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770796825
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE A WESTON
ReturnHeader/ReturnTs02023-05-11T08:54:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHIRLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWINBANK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,158
Liabilities
$223
Net assets
$47,935
Revenue
$48,792
Expenses
$19,823
Net income
$28,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.34$0.20$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.02$0.29$0.29$0.47$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.49$0.20$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.35$0.84$0.49
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.28$0.49$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.88$1.02$0.70$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.04$0.57$0.98$0.56$0.42
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.05$0.15$0.39$0.77$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.51$0.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.90$0.71$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.17$1.42$0.25