Civic Intelligence

Pearl E Weiss Trust for Young Mens Christian Association

990EZ • Fiscal year 2014 • EIN 48-6110549

Sep 01, 2013 to Aug 31, 2014 • Filed on Sep 24, 2014

PO Box 1337Salina, KS 67402-1337

(785) 452-3561

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

27th percentile

-6.6%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$4,944

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

-4.8%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$233,275

Down $3,131 (-1.3%) from 2013

Net Assets

Down

$233,275

Down $3,131 (-1.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$47,522

Down $2,417 (-4.8%) from 2013

Expenses

Down

$50,653

Down $3,418 (-6.3%) from 2013

Net Income

Up

-$3,131

Up $1,001 (+24%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $239,464Liabilities 2011: $0Net Assets 2011: $239,4642011Assets 2012: $240,538Liabilities 2012: $0Net Assets 2012: $240,5382012Assets 2013: $236,406Liabilities 2013: $0Net Assets 2013: $236,4062013Assets 2014: $233,275Liabilities 2014: $0Net Assets 2014: $233,2752014Assets 2015: $236,391Liabilities 2015: $02015Assets 2016: $231,161Liabilities 2016: $02016Assets 2017: $231,716Liabilities 2017: $0Net Assets 2017: $231,7162017Assets 2018: $225,362Liabilities 2018: $0Net Assets 2018: $225,3622018Assets 2019: $219,348Liabilities 2019: $0Net Assets 2019: $219,3482019Assets 2020: $204,720Liabilities 2020: $0Net Assets 2020: $204,7202020Assets 2021: $250,431Liabilities 2021: $0Net Assets 2021: $250,4312021Assets 2022: $246,942Liabilities 2022: $0Net Assets 2022: $246,9422022Assets 2023: $244,837Liabilities 2023: $0Net Assets 2023: $244,8372023Assets 2024: $236,134Liabilities 2024: $0Net Assets 2024: $236,1342024Assets 2025: $4,114,468Liabilities 2025: $0Net Assets 2025: $4,114,4682025

Highlighted filing

2014

Assets$233,275
Liabilities$0
Net Assets$233,275

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $59,923Expenses 2011: $51,967Net Income 2011: $7,9562011Revenue 2012: $52,000Expenses 2012: $50,926Net Income 2012: $1,0742012Revenue 2013: $49,939Expenses 2013: $54,071Net Income 2013: -$4,1322013Revenue 2014: $47,522Expenses 2014: $50,653Net Income 2014: -$3,1312014Revenue 2015: $53,013Expenses 2015: $49,897Net Income 2015: $3,1162015Revenue 2016: $51,219Expenses 2016: $56,449Net Income 2016: -$5,2302016Revenue 2017: $52,538Expenses 2017: $51,983Net Income 2017: $5552017Revenue 2018: $47,042Expenses 2018: $53,396Net Income 2018: -$6,3542018Revenue 2019: $41,739Expenses 2019: $47,753Net Income 2019: -$6,0142019Revenue 2020: $45,277Expenses 2020: $59,905Net Income 2020: -$14,6282020Revenue 2021: $94,735Expenses 2021: $49,024Net Income 2021: $45,7112021Revenue 2022: $47,372Expenses 2022: $50,861Net Income 2022: -$3,4892022Revenue 2023: $47,421Expenses 2023: $49,526Net Income 2023: -$2,1052023Revenue 2024: $47,735Expenses 2024: $56,438Net Income 2024: -$8,7032024Revenue 2025: $70,598Expenses 2025: $28,269Net Income 2025: $42,3292025

Highlighted filing

2014

Revenue$47,522
Expenses$50,653
Net Income-$3,131
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Sep 24, 2014
Return Version
2013v3.0
Gross Receipts
$47,723
Mission and Program Overview

Mission

The net income from the trust is to be used for the religious education, medical care, and clothing for such less fortunate, but deserving male youths of salina, kansas as may be selected by the young men's christian association of salina, kansas (ymca) board of directors and trustee. Their joint determination as to the use of said funds shall be final. The trustee shall turn over annually the net income to the ymca and it shall furnish the trustee with an annual accounting showing all disbursments of said funds.

The net income from the trust is to be used for the religious education, medical care, and clothing for such less fortunate, but deserving male youths of salina, kansas as may be selected by the salina family ymca, inc. (ymca) board of directors and trustee. Their joint determination as to the use of said funds shall be final. The trustee shall turn over annually the net income to the ymca and it shall furnish the trustee with an annual accounting showing all disbursments of said funds.

Program Services

DescriptionGrantsExpenses
JOINT DETERMINATION WITH YMCA TO DECIDE USE OF INCOME. NET INCOME REMITTED TO SALINA FAMILY YMCA, INC.$40,127$40,127
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADVANTAGE TRUST COMPANYTrusteePT$4,944-$4,944
Filing and Contact Details

Filer

EIN
48-6110549
Phone
7854523561

Signing Officer

Name
Advantage Trust Company-trustee
Title
Robert B Richardson-trust Officer
Phone
7854523561
Signed
2014-09-24
Discuss with paid preparer
Yes

Preparer

Preparer
Corlene R Lange
Phone
7858251561
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Rental Income

Kind and location of property: crop share. Amount: 42,501.

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends. Amount: 2,284. Description: oil income. Amount: 1,913. Total included on form 990-ez, line 4: 4,197.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity. Grantee name: salina family ymca, inc.. Grantee address: 570 ymca drive, box 973 salina, ks 67401. Grantee relationship: none. Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Date of gift: 11/04/13. Amount given: 40,127.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: property taxes - oil. Amount: 165. Description: insurance - crop share. Amount: 115. Description: real estate taxes - crop share. Amount: 3,797. Total to form 990-ez, line 16: 4,077.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments. Beg. Of year amount: 114,697. End of year amount: 111,574.

Raw XML Appendix134 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/BooksInCareOfDetail/BusinessName/BusinessNameLine10ADVANTAGE TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum07854523561
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 1337
IRS990EZ/BooksInCareOfDetail/USAddress/City0SALINA
IRS990EZ/BooksInCareOfDetail/USAddress/State0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0674021337
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0195
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0201
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3131
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01505
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0236406
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0233275
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0824
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040127
IRS990EZ/GrossReceiptsAmt047723
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt046698
IRS990EZ/LandAndBuildingsGrp/BOYAmt0121514
IRS990EZ/LandAndBuildingsGrp/EOYAmt0121514
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0236406
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0233275
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0236406
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0233275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04944
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADVANTAGE TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0114697
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0111574
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04077
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE NET INCOME FROM THE TRUST IS TO BE USED FOR THE RELIGIOUS EDUCATION, MEDICAL CARE, AND CLOTHING FOR SUCH LESS FORTUNATE, BUT DESERVING MALE YOUTHS OF SALINA, KANSAS AS MAY BE SELECTED BY THE SALINA FAMILY YMCA, INC. (YMCA) BOARD OF DIRECTORS AND TRUSTEE. THEIR JOINT DETERMINATION AS TO THE USE OF SAID FUNDS SHALL BE FINAL. THE TRUSTEE SHALL TURN OVER ANNUALLY THE NET INCOME TO THE YMCA AND IT SHALL FURNISH THE TRUSTEE WITH AN ANNUAL ACCOUNTING SHOWING ALL DISBURSMENTS OF SAID FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JOINT DETERMINATION WITH YMCA TO DECIDE USE OF INCOME. NET INCOME REMITTED TO SALINA FAMILY YMCA, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040127
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040127
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt04944
IRS990EZ/SaleOfAssetsGrossAmt01025
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050653
IRS990EZ/TotalProgramServiceExpensesAmt040127
IRS990EZ/TotalRevenueAmt047522
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0480544573
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt040127
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SALINA FAMILY YMCA INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt040127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KIND AND LOCATION OF PROPERTY: CROP SHARE. AMOUNT: 42,501.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DIVIDENDS. AMOUNT: 2,284. DESCRIPTION: OIL INCOME. AMOUNT: 1,913. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: SALINA FAMILY YMCA, INC.. GRANTEE ADDRESS: 570 YMCA DRIVE, BOX 973 SALINA, KS 67401. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: 11/04/13. AMOUNT GIVEN: 40,127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PROPERTY TAXES - OIL. AMOUNT: 165. DESCRIPTION: INSURANCE - CROP SHARE. AMOUNT: 115. DESCRIPTION: REAL ESTATE TAXES - CROP SHARE. AMOUNT: 3,797. TOTAL TO FORM 990-EZ, LINE 16: 4,077.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 114,697. END OF YEAR AMOUNT: 111,574.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - RENTAL INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADVANTAGE TRUST COMPANY-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ROBERT B RICHARDSON-TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07854523561
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10PEARL E WEISS TRUST FOR YOUNG MEN'S
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHRISTIAN ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEIS
ReturnHeader/Filer/EIN0486110549
ReturnHeader/Filer/PhoneNum07854523561
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1337
ReturnHeader/Filer/USAddress/City0SALINA
ReturnHeader/Filer/USAddress/State0KS
ReturnHeader/Filer/USAddress/ZIPCode0674021337
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KENNEDY AND COE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103030 CORTLAND CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0674021100
ReturnHeader/PreparerPersonGrp/PhoneNum07858251561
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORLENE R LANGE
ReturnHeader/ReturnTs02014-10-03T17:00:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.07$0.03$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.05$0.06$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.05$0.05$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.05$0.05$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.09$0.05$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.05$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.04$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.05$0.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.05$0.05$0.00
2016Summary only. Only limited summary data is available for this year.$0.23$0.00$0.05$0.06$0.01
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.05$0.05$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.05$0.05$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.05$0.05$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.06$0.05$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits