Civic Intelligence

Yorktown Foundation

990EZ • Fiscal year 2015 • EIN 31-1475717

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 12, 2016

PO Box 43Yorktown, VA 23690

(757) 871-2850

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$85,700

No earlier filing loaded for comparison.

Net Assets

$85,700

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$76,031

No earlier filing loaded for comparison.

Expenses

$66,283

No earlier filing loaded for comparison.

Net Income

$9,748

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $85,700Liabilities 2015: $0Net Assets 2015: $85,7002015Assets 2016: $72,033Liabilities 2016: $0Net Assets 2016: $72,0332016Assets 2017: $81,138Liabilities 2017: $0Net Assets 2017: $81,1382017Assets 2018: $86,568Liabilities 2018: $0Net Assets 2018: $86,5682018Assets 2019: $82,893Liabilities 2019: $0Net Assets 2019: $82,8932019Assets 2020: $98,079Liabilities 2020: $0Net Assets 2020: $98,0792020Assets 2021: $112,332Liabilities 2021: $0Net Assets 2021: $112,3322021Assets 2022: $115,064Liabilities 2022: $0Net Assets 2022: $115,0642022Assets 2023: $95,183Liabilities 2023: $0Net Assets 2023: $95,1832023Assets 2024: $101,891Liabilities 2024: $0Net Assets 2024: $101,8912024

Highlighted filing

2015

Assets$85,700
Liabilities$0
Net Assets$85,700

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $76,031Expenses 2015: $66,283Net Income 2015: $9,7482015Revenue 2016: $75,580Expenses 2016: $89,247Net Income 2016: -$13,6672016Revenue 2017: $89,213Expenses 2017: $80,108Net Income 2017: $9,1052017Revenue 2018: $89,073Expenses 2018: $83,643Net Income 2018: $5,4302018Revenue 2019: $94,744Expenses 2019: $98,419Net Income 2019: -$3,6752019Revenue 2020: $39,061Expenses 2020: $23,875Net Income 2020: $15,1862020Revenue 2021: $60,868Expenses 2021: $46,615Net Income 2021: $14,2532021Revenue 2022: $90,668Expenses 2022: $87,936Net Income 2022: $2,7322022Revenue 2023: $69,438Expenses 2023: $89,319Net Income 2023: -$19,8812023Revenue 2024: $97,769Expenses 2024: $91,061Net Income 2024: $6,7082024

Highlighted filing

2015

Revenue$76,031
Expenses$66,283
Net Income$9,748
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 12, 2016
Return Version
2015v2.1
Gross Receipts
$127,697
Mission and Program Overview

Mission

Provide resources to preserve & perpetuate the special historic character of yorktown, virginia, and to guide, encourage and support appropriate improvements in keeping with its spirit, size, scale and historic traditions. Yorktown foundation and all of its committees deferred all events in 2020 due to covid. The gallery at yorktown was closed most months of 2020.

To provide resources to preserve and perpetuate the special historic character of Yorkton, VA and to guide, encourage and support appropriate improvements in keeping with its spirit, size, scale and historic traditions.

Program Services

DescriptionGrantsExpenses
Celebrate Yorktown: Organized and operated several free public events including an concert series and public concert with the Virginia Symphony Orchestra at the historic waterfront$0$33,930
Lighted Boat Parade: A public celebration of the waterfront heritage of Yorktown culminating in a parade of festively lighted boats along the York River shore$0$11,855
Art at the River: A public art exhibition and juried art show at the historic waterfront setting.$0$11,732
Other costs to support smaller events a such as garden walks, book signings, art demonstrations.$0$8,466
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edith RobertsonPresident-$0--
David PeeblesVice President-$0--
Tom MitchellTreasurer-$0--
Carolyn WeekleySecretary-$0--
Walt AkersDirector-$0--
David DouglasDirector-$0--
William ColeDirector-$0--
Suzanne HoodDirector-$0--
Filing and Contact Details

Filer

Filer Name
Yorktown Foundation
EIN
31-1475717
Phone
7578712850
Address
PO Box 43, Yorktown, VA 23690

Signing Officer

Name
Tom Mitchell
Title
Treasurer
Phone
7578712850
Signed
2016-11-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Art at the River Costs;11732|Lighted Boat Parade Costs;11855|Gallery Costs;7860|Celebrate Yorktown Costs;33930|Tall Ships Costs;373|Administrative Costs;233^Total;65983^

Raw XML Appendix188 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Tom Miychell
IRS990EZ/BooksInCareOfDetail/PhoneNum07578712850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 43
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Yorktown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023690
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075952
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt056513
IRS990EZ/CostOfGoodsSoldAmt051666
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09748
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075952
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085700
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt019513
IRS990EZ/GrossReceiptsAmt0127697
IRS990EZ/GrossSalesOfInventoryAmt071179
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075952
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085700
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075952
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085700
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Edith Robertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Peebles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carolyn Weekley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Walt Akers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5David Douglas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6William Cole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Suzanne Hood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt065983
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide resources to preserve and perpetuate the special historic character of Yorkton, VA and to guide, encourage and support appropriate improvements in keeping with its spirit, size, scale and historic traditions.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Celebrate Yorktown: Organized and operated several free public events including an concert series and public concert with the Virginia Symphony Orchestra at the historic waterfront
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Lighted Boat Parade: A public celebration of the waterfront heritage of Yorktown culminating in a parade of festively lighted boats along the York River shore
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Art at the River: A public art exhibition and juried art show at the historic waterfront setting.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other costs to support smaller events a such as garden walks, book signings, art demonstrations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033930
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111855
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211732
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt38466
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066283
IRS990EZ/TotalProgramServiceExpensesAmt065983
IRS990EZ/TotalRevenueAmt076031
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt056513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0244043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99985
IRS990ScheduleA/PublicSupportPY170Pct00.9998
IRS990ScheduleA/PublicSupportTotal170Amt0244043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt056513
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056604
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt034837
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0244043
IRS990ScheduleA/TotalSupportAmt0244080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Art at the River Costs;11732|Lighted Boat Parade Costs;11855|Gallery Costs;7860|Celebrate Yorktown Costs;33930|Tall Ships Costs;373|Administrative Costs;233^Total;65983^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Mitchell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07578712850
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YORKTOWN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YORK
ReturnHeader/Filer/EIN0311475717
ReturnHeader/Filer/PhoneNum07578712850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 43
ReturnHeader/Filer/USAddress/CityNm0Yorktown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023690
ReturnHeader/ReturnTs02016-11-12T14:58:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings