Civic Intelligence

York Community Foundation

990 • Fiscal year 2015 • EIN 36-3324526

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 15, 2016

603 N Lincoln AvenueYork, NE 68467

(402) 362-5531

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

20th percentile

$6,500

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

69th percentile

6.8%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-16%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$6,550,687

Up $419,502 (+6.8%) from 2014

Net Assets

Up

$6,550,090

Up $419,329 (+6.8%) from 2014

Liabilities

Up

$597

Up $173 (+41%) from 2014

Revenue

Down

$869,125

Down $167,973 (-16%) from 2014

Expenses

Down

$449,796

Down $1,506,731 (-77%) from 2014

Net Income

Up

$419,329

Up $1,338,758 (+146%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,760,607Liabilities 2010: $427Net Assets 2010: $4,760,1802010Assets 2011: $5,010,616Liabilities 2011: $371Net Assets 2011: $5,010,2452011Assets 2012: $4,935,535Liabilities 2012: $371Net Assets 2012: $4,935,1642012Assets 2013: $7,050,617Liabilities 2013: $427Net Assets 2013: $7,050,1902013Assets 2014: $6,131,185Liabilities 2014: $424Net Assets 2014: $6,130,7612014Assets 2015: $6,550,687Liabilities 2015: $597Net Assets 2015: $6,550,0902015Assets 2016: $6,568,818Liabilities 2016: $597Net Assets 2016: $6,568,2212016Assets 2017: $6,279,602Liabilities 2017: $621Net Assets 2017: $6,278,9812017Assets 2018: $6,686,036Liabilities 2018: $639Net Assets 2018: $6,685,3972018Assets 2019: $6,879,349Liabilities 2019: $658Net Assets 2019: $6,878,6912019Assets 2020: $6,886,775Liabilities 2020: $678Net Assets 2020: $6,886,0972020Assets 2021: $7,029,955Liabilities 2021: $574Net Assets 2021: $7,029,3812021Assets 2022: $6,934,328Liabilities 2022: $591Net Assets 2022: $6,933,7372022Assets 2023: $6,847,206Liabilities 2023: $609Net Assets 2023: $6,846,5972023Assets 2024: $6,795,971Liabilities 2024: $627Net Assets 2024: $6,795,3442024Assets 2025: $7,245,440Liabilities 2025: $650Net Assets 2025: $7,244,7902025

Highlighted filing

2015

Assets$6,550,687
Liabilities$597
Net Assets$6,550,090

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $686,1382010Expenses 2011: $586,3372011Expenses 2012: $485,5482012Expenses 2013: $526,0832013Revenue 2014: $1,037,098Expenses 2014: $1,956,527Net Income 2014: -$919,4292014Revenue 2015: $869,125Expenses 2015: $449,796Net Income 2015: $419,3292015Revenue 2016: $555,895Expenses 2016: $537,764Net Income 2016: $18,1312016Revenue 2017: $715,639Expenses 2017: $1,004,879Net Income 2017: -$289,2402017Revenue 2018: $1,064,158Expenses 2018: $657,742Net Income 2018: $406,4162018Revenue 2019: $679,780Expenses 2019: $486,486Net Income 2019: $193,2942019Revenue 2020: $465,208Expenses 2020: $457,802Net Income 2020: $7,4062020Revenue 2021: $1,265,052Expenses 2021: $1,121,768Net Income 2021: $143,2842021Revenue 2022: $821,526Expenses 2022: $889,052Net Income 2022: -$67,5262022Revenue 2023: $588,405Expenses 2023: $675,545Net Income 2023: -$87,1402023Revenue 2024: $704,952Expenses 2024: $756,205Net Income 2024: -$51,2532024Revenue 2025: $1,581,754Expenses 2025: $1,127,308Net Income 2025: $454,4462025

Highlighted filing

2015

Revenue$869,125
Expenses$449,796
Net Income$419,329
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$1,186,936
Mission and Program Overview

Mission

To utilize charitable funds to strengthen and improve the york community for all its citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$5,731,216$6,147,897▲ $416,681
Land, Buildings, and Equipment, Net$392,774$388,803▼ $3,971
Savings and Temporary Cash Investments$5,748$12,708▲ $6,960
Total Assets$6,131,185$6,550,687▲ $419,502
Other Assets Total$1,447$1,279▼ $168
Liabilities
Accounts Payable and Accrued Expenses$424$597▲ $173
Total Liabilities$424$597▲ $173
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,015,786$6,430,765▲ $414,979
Unrestricted Net Assets$114,975$119,325▲ $4,350
Total Net Assets Fund Balance$6,130,761$6,550,090▲ $419,329
Total Liabilities and Net Assets / Fund Balance$6,131,185$6,550,687▲ $419,502

Asset Categories

AssetBook ValueDepreciationBasis
Land$355,250-$355,250
Equipment$33,553$10,186$43,739
Investment Program Related Org$6,147,897--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,537,221$612,805▲ $149,522$1,700$5,961,717
2013$5,567,782$126,589▲ $445,173$12,418$5,537,221
2012$4,373,733$1,460,029▲ $146,990$5,000$5,567,782
2011$3,907,226$614,664▲ $224,978$144$4,373,733
2010$4,158,459$19,128▲ $142,445$99$3,907,226
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Therese SwansonExecutive DiPT$6,500$6,500

Board Members and Trustees

NameTitle
Kristie HolochPresident
CG 'KELLY' HOLTHUSBoard Member
Charles CampbellBoard Member
Cheryl Thomas-millerBoard Member
Daryl WiltonBoard Member
Donna LoschenBoard Member
Garold LeggottBoard Member
Gordon FillmanBoard Member
Jane ThompsonBoard Member
Judith NordlundBoard Member
Katie NorthBoard Member
Kent RauertBoard Member
Lawrence KopsaBoard Member
Sally RubenBoard Member
Charles W HarrisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$642,624
Program Service Revenue
$0
Investment Income
$177,516
Other Revenue
$48,985
All Other Contributions
$642,624
Change in Net Assets
$419,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$347,377
Other Expenses$85,170
Salaries, Compensation, and Employee Benefits$17,249
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$174,250--$174,250
Grants to Domestic Orgs$173,127--$173,127
Fees for Service Investment Mgmnt Fees$62,024--$62,024
Comp Disqual Persons$7,143$2,380-$9,523
Current Officers, Directors, Trustees, and Key Employees$4,875$1,625-$6,500
Office Expenses$659$5,596-$6,255
Fees for Services Accounting-$4,725-$4,725
Depreciation Depletion$3,796$174-$3,970
Fees for Services Other$1,700--$1,700
Insurance$781$781-$1,562
Payroll Taxes$919$307-$1,226
Advertising-$476-$476
Information Technology-$232-$232
Conferences and Meetings-$126-$126
All Other Expenses-$15-$15
Other Expenses$215$14-$14
Total Functional Expenses$433,345$16,451$0$449,796
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wessels Living History MuseumYork, NE501c3Operating and Church$76,379
Holthus Convention CenterYork, NE501c3Convention Center$50,000
Blue Valley Community ActionFairbury, NE501c3Replace Fire Damage$12,181
York County Sports AuthorityYork, NE501c3Underground Sprinkle$10,596
York General HospitalYork, NE501c3Cardiac Rehab Equip$7,113
City of YorkYork, NEGovMincks Park Renova$5,861
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

C.g. 'kelly' holthus - father kristie holoch - daughter

Form 990, Page 6, Part VI, Line 6

Members elect members of the governing body.

Form 990, Page 6, Part VI, Line 7A

Members are persons interested in devoting their efforts or funds to the furtherance of the purposes of the corporation. Members are elected to membership by a majority vote of the members present at the annual or special meeting.

Form 990, Page 6, Part VI, Line 11B

The executive director and the current president review a draft copy of the tax return in its entirety before the return is finalized. The tax return is then made availabe to the governing body.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is provided to each new member upon becoming a new member. Members are asked to review annually and report any changes.

Form 990, Page 6, Part VI, Line 19

The organization has returns for public inspection on hand and are given to the public upon request.

Filing and Contact Details

Filer

Filer Name
York Community Foundation
EIN
36-3324526
Phone
4023625531
Address
603 N LINCOLN AVENUE, YORK, NE 68467

Signing Officer

Name
Therese Swanson
Title
Officer
Phone
4023625531
Signed
2016-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Therese Swanson
Formed
1985
Legal Domicile
Ne
Voting Board Members
15
Independent Board Members
15
Employees
2

Preparer

Firm
Kopsa Otte Associates LLC
Address
306 E 7TH ST, YORK, NE 68467-3024
Preparer
Lawrence R Kopsa
Phone
4023626636
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IRS990/OtherAssetsTotalGrp/EOYAmt01279
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IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2DUES AND FEES
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1256
IRS990/OtherExpensesGrp/ProgramServicesAmt2215
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06430765
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0THERESE SWANSON
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYTotalRevenueAmt01037098
IRS990/ReconcilationRevenueExpnssAmt0419329
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IRS990/RelatedEntityInd0true
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IRS990/RentalIncomeOrLossGrp/RealAmt018638
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05748
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012708
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0530825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02181318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0160469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0655449
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt097633
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.86520
IRS990ScheduleA/PublicSupportTotal170Amt04170685
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0655449
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt050876
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.26630
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05537221
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0612805
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05961717
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0264578
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0149522
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt052580
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05567782
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0126589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05537221
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0537325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0445173
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0146990
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0614664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04373733
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0327949
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0224978
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0144
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04158459
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt019128
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0371267
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142445
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt099
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/DonorAdvisedFundsContriAmt014303
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt010550
IRS990ScheduleD/DonorAdvisedFundsHeldCnt014
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0273464

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.24$1.58$1.13$0.45
2024Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.70$0.76$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.59$0.68$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.82$0.89$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$0.00$7.03$1.27$1.12$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.47$0.46$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.68$0.49$0.19
2018Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$1.06$0.66$0.41
2017Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.72$1.00$0.29
2016Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.56$0.54$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.87$0.45$0.42
2014Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$1.04$1.96$0.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.00$7.05$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.00$4.94$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.00$5.01$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.00$4.76$0.69