Civic Intelligence

Yatima Group Fund

990EZ • Fiscal year 2018 • EIN 30-0224915

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileN/A
891 23rd St NESalem, OR 97301

(503) 364-2181

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

25th percentile

-8.9%

Higher net margin than 25% 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

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,696

Down $17,695 (-56%) from 2017

Net Assets

Down

$13,696

Down $17,695 (-56%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$199,670

Up $25,135 (+14%) from 2017

Expenses

Up

$217,365

Up $70,781 (+48%) from 2017

Net Income

Down

-$17,695

Down $45,646 (-163%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$40K$30K$20K$10K$0Assets 2010: $6,466Net Assets 2010: $6,4662010Assets 2011: $2,341Liabilities 2011: $0Net Assets 2011: $2,3412011Assets 2012: $6,636Net Assets 2012: $6,6362012Assets 2013: $16,510Liabilities 2013: $0Net Assets 2013: $16,5102013Assets 2014: $2,563Net Assets 2014: $2,5632014Assets 2015: $9,962Liabilities 2015: $0Net Assets 2015: $9,9622015Assets 2016: $3,440Net Assets 2016: $3,4402016Assets 2017: $31,391Net Assets 2017: $31,3912017Assets 2018: $13,696Net Assets 2018: $13,6962018Assets 2019: $686Liabilities 2019: $0Net Assets 2019: $6862019Assets 2020: $1,940Liabilities 2020: $0Net Assets 2020: $1,9402020Assets 2021: $2,375Liabilities 2021: $0Net Assets 2021: $2,3752021Assets 2022: $6,011Liabilities 2022: $0Net Assets 2022: $6,0112022Assets 2023: $2,568Liabilities 2023: $0Net Assets 2023: $2,5682023Assets 2024: $1,775Liabilities 2024: $0Net Assets 2024: $1,7752024Assets 2025: $925Liabilities 2025: $0Net Assets 2025: $9252025

Highlighted filing

2018

Assets$13,696
Liabilities-
Net Assets$13,696
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $98,683Expenses 2010: $97,940Net Income 2010: $7432010Expenses 2011: $228,2562011Revenue 2012: $145,616Expenses 2012: $141,321Net Income 2012: $4,2952012Revenue 2013: $214,694Expenses 2013: $204,820Net Income 2013: $9,8742013Revenue 2014: $188,936Expenses 2014: $202,883Net Income 2014: -$13,9472014Revenue 2015: $231,884Expenses 2015: $224,485Net Income 2015: $7,3992015Revenue 2016: $197,787Expenses 2016: $204,309Net Income 2016: -$6,5222016Revenue 2017: $174,535Expenses 2017: $146,584Net Income 2017: $27,9512017Revenue 2018: $199,670Expenses 2018: $217,365Net Income 2018: -$17,6952018Revenue 2019: $261,528Expenses 2019: $264,570Net Income 2019: -$3,0422019Revenue 2020: $306,877Expenses 2020: $305,623Net Income 2020: $1,2542020Revenue 2021: $269,675Expenses 2021: $269,240Net Income 2021: $4352021Revenue 2022: $287,065Expenses 2022: $283,429Net Income 2022: $3,6362022Revenue 2023: $200,255Expenses 2023: $199,198Net Income 2023: $1,0572023Revenue 2024: $114,139Expenses 2024: $114,932Net Income 2024: -$7932024Revenue 2025: $76,626Expenses 2025: $77,476Net Income 2025: -$8502025

Highlighted filing

2018

Revenue$199,670
Expenses$217,365
Net Income-$17,695
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$199,670
Mission and Program Overview

Mission

Dedicated to providing support, care, and comfort to children orphaned by aids in africa.

To support, care for and comfort aids orphans in africa.

Program Services

DescriptionGrantsExpenses
TO SUPPORT, CARE FOR AND COMFORT AIDS ORPHANS IN AFRICA.$217,365-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES K LACEPresidentPT$0--
LAUREL J LACESecretary-$0--
CAROL JENKINSBookkeeper-$0--
Filing and Contact Details

Filer

Filer Name
Yatima Group Fund
EIN
30-0224915
Phone
5033642181
Address
891 23RD ST NE, SALEM, OR 97301

Signing Officer

Name
James K Lace
Title
President
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Porth & Unrein PC
Address
864 Promontory Pl SE / PO 3200, Salem, OR 97302-0200
Preparer
Daniel C Porth
Phone
5033709617
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Support paid to orphanage $212926”

Other Expenses.2

“BANK CHARGES $1722”

Other Expenses.3

“MEDICAL SUPPLIES $1367”

Other Expenses.4

“Student trip expenses $1200”

Other Expenses.5

“FEES $150”

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES LACE
IRS990EZ/BooksInCareOfDetail/PhoneNum05033642181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0891 23RD ST NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031391
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013696
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0199640
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17695
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031391
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013696
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0199670
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031391
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031391
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES K LACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREL J LACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOOKKEEPER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0217365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT, CARE FOR AND COMFORT AIDS ORPHANS IN AFRICA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT, CARE FOR AND COMFORT AIDS ORPHANS IN AFRICA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0217365
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0217365
IRS990EZ/TotalProgramServiceExpensesAmt0217365
IRS990EZ/TotalRevenueAmt0199670
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0199640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0174533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0197784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0231879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0188935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0992771
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt036
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0992771
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0199640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0174533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0197784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0231879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0188935
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0992771
IRS990ScheduleA/TotalSupportAmt0992807
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT PAID TO ORPHANAGE $212926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES $1722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEDICAL SUPPLIES $1367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT TRIP EXPENSES $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FEES $150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES K LACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YATIMA GROUP FUND
ReturnHeader/Filer/BusinessNameControlTxt0YATI
ReturnHeader/Filer/EIN0300224915
ReturnHeader/Filer/PhoneNum05033642181
ReturnHeader/Filer/USAddress/AddressLine1Txt0891 23RD ST NE
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930775226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porth & Unrein PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0864 Promontory Pl SE / PO 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0973020200
ReturnHeader/PreparerPersonGrp/PhoneNum05033709617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL C PORTH
ReturnHeader/ReturnTs02019-11-12T16:41:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,696
Liabilities
-
Net assets
$13,696
Revenue
$199,670
Expenses
$217,365
Net income
-$17,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.77$0.77$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.14$1.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$2.00$1.99$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$2.87$2.83$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$2.70$2.69$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$3.07$3.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$2.62$2.65$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.14$2.00$2.17$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.75$1.47$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.98$2.04$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$2.32$2.24$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.89$2.03$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$2.15$2.05$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$1.46$1.41$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$2.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.99$0.98$0.01