Civic Intelligence

York Community Foundation

990 • Fiscal year 2016 • EIN 36-3324526

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

7th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

54th percentile

3.3%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$14,950

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

44th percentile

0.3%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$6,568,818

Up $18,131 (+0.3%) from 2015

Net Assets

Up

$6,568,221

Up $18,131 (+0.3%) from 2015

Liabilities

Flat

$597

Flat from 2015

Revenue

Down

$555,895

Down $313,230 (-36%) from 2015

Expenses

Up

$537,764

Up $87,968 (+20%) from 2015

Net Income

Down

$18,131

Down $401,198 (-96%) from 2015

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

2016

Assets$6,568,818
Liabilities$597
Net Assets$6,568,221

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

2016

Revenue$555,895
Expenses$537,764
Net Income$18,131
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$1,006,270
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$6,147,897$6,159,624▲ $11,727
Land, Buildings, and Equipment, Net$388,803$384,831▼ $3,972
Savings and Temporary Cash Investments$12,708$23,040▲ $10,332
Total Assets$6,550,687$6,568,818▲ $18,131
Other Assets Total$1,279$1,323▲ $44
Liabilities
Accounts Payable and Accrued Expenses$597$597→ $0
Total Liabilities$597$597→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,430,765$6,411,328▼ $19,437
Unrestricted Net Assets$119,325$156,893▲ $37,568
Total Net Assets Fund Balance$6,550,090$6,568,221▲ $18,131
Total Liabilities and Net Assets / Fund Balance$6,550,687$6,568,818▲ $18,131

Asset Categories

AssetBook ValueDepreciationBasis
Land$355,250-$355,250
Equipment$29,581$14,158$43,739
Investment Program Related Org$6,159,624--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,961,717$67,770▲ $464,803-$5,963,354
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Therese SwansonExecutive DiPT$14,950$14,950

Board Members and Trustees

NameTitle
Kristie HolochPresident
Bradley BarrowsBoard Member
Cg HolthusBoard Member
Charles CampbellBoard Member
Cheryl Thomas-millerBoard Member
Daryl WiltonBoard Member
Donna LoschenBoard Member
Garold LeggottBoard Member
Gordon FillmanBoard Member
Jane ThompsonBoard Member
Judi NordlundBoard Member
Katie NorthBoard Member
Kent RauertBoard Member
Lawrence R KopsaBoard Member
Sally RubenBoard Member
Charles W HarrisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$76,773
Program Service Revenue
$0
Investment Income
$432,309
Other Revenue
$46,813
All Other Contributions
$76,773
Change in Net Assets
$18,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$434,524
Other Expenses$86,477
Salaries, Compensation, and Employee Benefits$16,763
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$242,724--$242,724
Grants to Domestic Individuals$191,800--$191,800
Fees for Service Investment Mgmnt Fees$64,249--$64,249
Current Officers, Directors, Trustees, and Key Employees$11,212$3,738-$14,950
Fees for Services Accounting-$4,852-$4,852
Office Expenses$462$4,290-$4,752
Depreciation Depletion$3,798$175-$3,973
Information Technology-$2,721-$2,721
Payroll Taxes$858$286-$1,144
Insurance$516$516-$1,032
Advertising-$791-$791
Other Employee Benefits$502$167-$669
Conferences and Meetings-$53-$53
Other Expenses$175$32-$32
Total Functional Expenses$520,143$17,621$0$537,764
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
York CollegeYork, NEGovLighting and Sound$80,000
Wessels Living History MuseumYork, NE501c3Operating$62,606
Holthus Convention CenterYork, NE501c3Convention Center$60,000
York Rotary ClubYork, NE501c4Neon Signage$15,000
York Adopt a PetYork, NE501c3Enhance Services$7,000
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
Executive Director
Phone
4023625531
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Therese Swanson
Formed
1985
Legal Domicile
Ne
Voting Board Members
16
Independent Board Members
16
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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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