Civic Intelligence

Uss Yorktown Foundation

990 • Fiscal year 2022 • EIN 46-1892486

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

40 Patriots Point RdMT Pleasant, SC 29464

(843) 881-5925

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$85,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

82nd percentile

36%

Faster asset growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

18%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$734,468

Up $194,267 (+36%) from 2021

Net Assets

Up

$734,468

Up $194,267 (+36%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$517,761

Up $79,472 (+18%) from 2021

Expenses

Down

$299,188

Down $96,859 (-24%) from 2021

Net Income

Up

$218,573

Up $176,331 (+417%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $225Liabilities 2012: $4,7412012Assets 2014: $82,898Liabilities 2014: $25,4472014Assets 2015: $100,681Liabilities 2015: $5,767Net Assets 2015: $94,9142015Assets 2016: $211,304Liabilities 2016: $0Net Assets 2016: $211,3042016Assets 2017: $225,514Liabilities 2017: $0Net Assets 2017: $225,5142017Assets 2018: $298,200Liabilities 2018: $0Net Assets 2018: $298,2002018Assets 2019: $441,484Liabilities 2019: $0Net Assets 2019: $441,4842019Assets 2020: $477,579Liabilities 2020: $0Net Assets 2020: $477,5792020Assets 2021: $540,201Liabilities 2021: $0Net Assets 2021: $540,2012021Assets 2022: $734,468Liabilities 2022: $0Net Assets 2022: $734,4682022Assets 2023: $886,408Liabilities 2023: $0Net Assets 2023: $886,4082023Assets 2024: $1,202,681Liabilities 2024: $0Net Assets 2024: $1,202,6812024Assets 2025: $1,275,192Liabilities 2025: $0Net Assets 2025: $1,275,1922025

Highlighted filing

2022

Assets$734,468
Liabilities$0
Net Assets$734,468

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $0Expenses 2012: $4,516Net Income 2012: -$4,5162012Revenue 2014: $166,675Expenses 2014: $104,392Net Income 2014: $62,2832014Revenue 2015: $330,871Expenses 2015: $293,409Net Income 2015: $37,4622015Revenue 2016: $530,578Expenses 2016: $419,954Net Income 2016: $110,6242016Revenue 2017: $432,967Expenses 2017: $418,757Net Income 2017: $14,2102017Revenue 2018: $497,556Expenses 2018: $424,103Net Income 2018: $73,4532018Revenue 2019: $475,928Expenses 2019: $334,892Net Income 2019: $141,0362019Revenue 2020: $348,825Expenses 2020: $316,082Net Income 2020: $32,7432020Revenue 2021: $438,289Expenses 2021: $396,047Net Income 2021: $42,2422021Revenue 2022: $517,761Expenses 2022: $299,188Net Income 2022: $218,5732022Revenue 2023: $478,734Expenses 2023: $341,612Net Income 2023: $137,1222023Revenue 2024: $659,261Expenses 2024: $376,719Net Income 2024: $282,5422024Revenue 2025: $660,787Expenses 2025: $595,516Net Income 2025: $65,2712025

Highlighted filing

2022

Revenue$517,761
Expenses$299,188
Net Income$218,573
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$517,761
Mission and Program Overview

Mission

The foundation serves to memorialize those who have served and those who are currently serving, and to educate and to inspire those who will serve in our nation's armed forces in the future

The uss yorktown foundation partners with patriots point naval and maritime museum to inspire our children, visitors, community and the world by promoting america's proud longstanding traditions of service, leadership, duty and sacrifice through education, exhibits, programming and community outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$328,427$574,401▲ $245,974
Investments in Publicly Traded Securities$91,855$78,409▼ $13,446
Cash and Non-Interest-Bearing Accounts$106,744$62,448▼ $44,296
Prepaid Expenses and Deferred Charges$13,175$18,800▲ $5,625
Total Assets$540,201$734,468▲ $194,267
Other Assets Total-$410-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$540,201$409,347▼ $130,854
Net Assets With Donor Restrictions-$325,121-
Total Net Assets Fund Balance$540,201$734,468▲ $194,267
Total Liabilities and Net Assets / Fund Balance$540,201$734,468▲ $194,267
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Allison HuntExecutive DiFT$85,000$85,000

Board Members and Trustees

NameTitle
Chauncey R ClarkBoard Chairm
James H Flatley IiiVice Chairma
George P WatersBoard Member
Gray CoultonBoard Member
Kent HutchinsonBoard Member
Kevin R McdearisBoard Member
L Joseph WischerathBoard Member
Michael R SudzinaBoard Member
Rebecca P CostanzoBoard Member
Tommy McqueenyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$221,878
Program Service Revenue
$293,370
Investment Income
$2,513
Other Revenue
$0
All Other Contributions
$212,472
Change in Net Assets
$218,573

Audited Revenue Reconciliation

Revenue per Audited Statements
$517,761
Total Revenue per Audited Statements
$517,761
Total Revenue per Form 990
$517,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,050
Salaries, Compensation, and Employee Benefits$93,138
Total Fundraising Expense$15,825
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$51,000$25,500$8,500$85,000
Other Employee Benefits$4,882$1,628$1,628$8,138
Fees for Services Other$4,820$1,606$1,606$8,032
Information Technology$4,038$1,346$1,346$6,730
Fees for Services Accounting$3,576$1,192$1,192$5,960
Insurance$1,478$492$492$2,462
Office Expenses$839$280$280$1,399
All Other Expenses$660$291$291$1,242
Conferences and Meetings$694$232$232$1,158
Other Expenses$877--$877
Fees for Service Investment Mgmnt Fees$432$144$144$720
Travel$343$114$114$571
Total Functional Expenses$250,538$32,825$15,825$299,188

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$299,188
Total Expenses per Audited Statements$299,188
Total Expenses per Form 990$299,188
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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 11B

No review has or will be conducted

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

In compliance with procedures outilined in our organizational by-laws and conflict of interest policy, the following procedures are monitored to ensure the guidelines outlined in the policy are followed: 1. All board members are required to sign the conflict-of-interest policy and abide by the guidelines. 2. Board members with any potential conflicts must disclose such potential conflict. That person may not participate or be present at tany meeting during the discussion of the possible conflict. 3. Board meeting minutes must reflect when a member discloses a conflict of interest and how the conflict was managed. Board minutes must also record members present during the meeting. 4. Vendors must disclose any relationship - personal, financial, or otherwise - that the vendor has with any of the organization's directors, officers, employees or volunteers.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies, and financial statements are available upon written request.

Filing and Contact Details

Filer

Filer Name
Uss Yorktown Foundation
EIN
46-1892486
Phone
8438815925
Address
40 PATRIOTS POINT RD, MT PLEASANT, SC 29464

Signing Officer

Name
Allison Hunt
Title
Executive Director
Phone
8438815925
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Hunt
Formed
2013
Legal Domicile
Sc
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
30

Preparer

Firm
Moore Beauston & Woodham Llp
Address
3520 W MONTAGUE AVE STE 201, N CHARLESTON, SC 29418
Preparer
Andrew Duggan CPA
Phone
8437665010
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The uss yorktown foundation partners with patriots point naval and maritime museum to inspire our children, visitors, community and the world by promoting america's proud longstanding traditions of service, leadership, duty and sacrifice through education, exhibits, programming and community outreach.

Form 990, Page 2, Part III, Line 4D

SEE SCHEDULE O DETAIL.

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IRS990/ProgramServiceRevenueGrp/Desc0GHOST TOURS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1134976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0158394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1134976
IRS990/ProgSrvcAccomActy2Grp/Desc0THE USS YORKTOWN FOUNDATION RAISES FUNDS TO SUPPORT SPECIAL PROGRAMS AND EVENTS AT THE MUSEUM. THIS INCLUDES THE ANNUAL 4TH OF JULY BLAST FIREWORKS, THE VOLUNTEER PROGRAM, AND FRAGILE COLLECTIONS EXHIBIT OPENING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0139076
IRS990/ProgSrvcAccomActy3Grp/Desc0THE USS YORKTOWN FOUNDATION RAISES FUNDS FOR SCHOLARSHIPS FOR UNDER- RESOURCED STUDENTS TO ATTEND EDUCATIONAL PROGRAMMING ONBOARD THE SHIP. THIS PROGRAM WAS SUSPENDED FOR COVID AND DID NOT RESTART UNTIL MARCH 2022.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0660
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SEE SCHEDULE O DETAIL.
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IRS990/PYTotalExpensesAmt0396047
IRS990/PYTotalRevenueAmt0438289
IRS990/ReconcilationRevenueExpnssAmt0218573
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0574401
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0237896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0348825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0353882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0396563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01559044
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0740340
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IRS990ScheduleA/PublicSupportCY170Pct00.78640
IRS990ScheduleA/PublicSupportPY170Pct00.83210
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IRS990ScheduleA/SubstantialContributorsTotAmt0332978
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0353882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0396563
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01559044
IRS990ScheduleA/TotalSupportAmt01559044
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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IRS990ScheduleD/RevenueSubtotalAmt0517761
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE USS YORKTOWN FOUNDATION PARTNERS WITH PATRIOTS POINT NAVAL AND MARITIME MUSEUM TO INSPIRE OUR CHILDREN, VISITORS, COMMUNITY AND THE WORLD BY PROMOTING AMERICA'S PROUD LONGSTANDING TRADITIONS OF SERVICE, LEADERSHIP, DUTY AND SACRIFICE THROUGH EDUCATION, EXHIBITS, PROGRAMMING AND COMMUNITY OUTREACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE SCHEDULE O DETAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW HAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN COMPLIANCE WITH PROCEDURES OUTILINED IN OUR ORGANIZATIONAL BY-LAWS AND CONFLICT OF INTEREST POLICY, THE FOLLOWING PROCEDURES ARE MONITORED TO ENSURE THE GUIDELINES OUTLINED IN THE POLICY ARE FOLLOWED: 1. ALL BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT-OF-INTEREST POLICY AND ABIDE BY THE GUIDELINES. 2. BOARD MEMBERS WITH ANY POTENTIAL CONFLICTS MUST DISCLOSE SUCH POTENTIAL CONFLICT. THAT PERSON MAY NOT PARTICIPATE OR BE PRESENT AT TANY MEETING DURING THE DISCUSSION OF THE POSSIBLE CONFLICT. 3. BOARD MEETING MINUTES MUST REFLECT WHEN A MEMBER DISCLOSES A CONFLICT OF INTEREST AND HOW THE CONFLICT WAS MANAGED. BOARD MINUTES MUST ALSO RECORD MEMBERS PRESENT DURING THE MEETING. 4. VENDORS MUST DISCLOSE ANY RELATIONSHIP - PERSONAL, FINANCIAL, OR OTHERWISE - THAT THE VENDOR HAS WITH ANY OF THE ORGANIZATION'S DIRECTORS, OFFICERS, EMPLOYEES OR VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0250538
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299188
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IRS990/TotalOtherProgSrvcExpenseAmt022167
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IRS990/TotalReportableCompFromOrgAmt085000
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0517761
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0540201
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0734468
IRS990/TravelGrp/FundraisingAmt0114
IRS990/TravelGrp/ManagementAndGeneralAmt0114
IRS990/TravelGrp/ProgramServicesAmt0343
IRS990/TravelGrp/TotalAmt0571
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt040 PATRIOTS POINT
IRS990/USAddress/CityNm0MOUNT PLEASANT
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029464
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.USSYORKTOWNFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON HUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08438815925
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USS YORKTOWN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0USSY
ReturnHeader/Filer/EIN0461892486
ReturnHeader/Filer/PhoneNum08438815925
ReturnHeader/Filer/USAddress/AddressLine1Txt040 PATRIOTS POINT RD
ReturnHeader/Filer/USAddress/CityNm0MT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029464
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570966291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORE BEAUSTON & WOODHAM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03520 W MONTAGUE AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0N CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029418
ReturnHeader/PreparerPersonGrp/PhoneNum08437665010
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW DUGGAN CPA
ReturnHeader/ReturnTs02022-11-14T17:17:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUNT
ReturnHeader/TaxPeriodBeginDt02021-07-01

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