Civic Intelligence

Yates Fund

EIN 86-3766216 • 501(c)3 • Omaha, NE

Profile

To preserve the historic yates elementary building as a safe and vibrant facility, housing a coalition of non-profit tenants providing new americans and native nebraskans alike opportunities to work, play create, and grow together.

3260 Davenport StreetOmaha, NE 68131

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.04x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

35th percentile

-0.6%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

5.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

4th percentile

-53%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$6,985,181

Down $136,904 (-1.9%) from 2023

Liabilities

Down

$29,665

Down $132,318 (-82%) from 2023

Net Assets

Down

$6,955,516

Down $4,586 (-0.1%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin35th percentile

Revenue

Down

$767,996

Down $587,609 (-43%) from 2023

Expenses

Up

$772,582

Up $115,564 (+18%) from 2023

Net Income

Down

-$4,586

Down $703,173 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $2,969,204Liabilities 2021: $0Net Assets 2021: $2,969,2042021Assets 2022: $6,268,701Liabilities 2022: $7,186Net Assets 2022: $6,261,5152022Assets 2023: $7,122,085Liabilities 2023: $161,983Net Assets 2023: $6,960,1022023Assets 2024: $6,985,181Liabilities 2024: $29,665Net Assets 2024: $6,955,5162024

Highlighted filing

2024

Assets$6,985,181
Liabilities$29,665
Net Assets$6,955,516
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $3,000,806Expenses 2021: $31,602Net Income 2021: $2,969,2042021Revenue 2022: $3,420,323Expenses 2022: $128,012Net Income 2022: $3,292,3112022Revenue 2023: $1,355,605Expenses 2023: $657,018Net Income 2023: $698,5872023Revenue 2024: $767,996Expenses 2024: $772,582Net Income 2024: -$4,5862024

Highlighted filing

2024

Revenue$767,996
Expenses$772,582
Net Income-$4,586
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,985,181
Liabilities
$29,665
Net assets
$6,955,516
Revenue
$767,996
Expenses
$772,582
Net income
-$4,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.99$0.03$6.96$0.77$0.77$0.00
2023Detailed filing. Detailed filing data is available for this year.$7.12$0.16$6.96$1.36$0.66$0.70
2022Detailed filing. Detailed filing data is available for this year.$6.27$0.01$6.26$3.42$0.13$3.29
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$3.00$0.03$2.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$767,996
Mission and Program Overview

Mission

To preserve the historic yates elementary building as a safe and vibrant facility, housing a coalition of non-profit tenants providing new americans and native nebraskans alike opportunities to work, play create, and grow together.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,266,981$6,080,910▼ $186,071
Investments Other Securities$519,696$389,685▼ $130,011
Cash and Non-Interest-Bearing Accounts$269,924$323,555▲ $53,631
Savings and Temporary Cash Investments-$175,000-
Accounts Receivable$58,235--
Prepaid Expenses and Deferred Charges$7,249$16,031▲ $8,782
Total Assets$7,122,085$6,985,181▼ $136,904
Liabilities
Accounts Payable and Accrued Expenses$87,688$23,505▼ $64,183
Deferred Revenue$74,295$6,160▼ $68,135
Total Liabilities$161,983$29,665▼ $132,318
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,960,102$6,933,142▼ $26,960
Net Assets With Donor Restrictions-$22,374-
Total Net Assets Fund Balance$6,960,102$6,955,516▼ $4,586
Total Liabilities and Net Assets / Fund Balance$7,122,085$6,985,181▼ $136,904

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,827,775$373,936-
Other Land Buildings$561,257$179,968-
Equipment$119,863$42,766-
Leasehold Improvements$572,015$146,589-
Other Securities$389,685--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Marie Helene AndreExecutive DirectorFT$79,833$79,833
Daniel M PadillaTreasurerPT$19,600$19,600

Board Members and Trustees

NameTitle
Kathryn a WeitzPresident
Carolyn MillerVice President
Amanda M ForkerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$495,077
Program Service Revenue
$0
Investment Income
$19,989
Other Revenue
$252,930
All Other Contributions
$495,077
Change in Net Assets
$-4,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$654,868
Salaries, Compensation, and Employee Benefits$117,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$399,707-$399,707
Occupancy$138,121--$138,121
Current Officers, Directors, Trustees, and Key Employees$79,833$19,600-$99,433
Fees for Services Other$14,896--$14,896
Fees for Services Accounting-$10,893-$10,893
Other Employee Benefits$9,502--$9,502
Payroll Taxes$8,779--$8,779
Other Expenses$6,150$11,912-$6,150
Fees for Services Legal-$5,028-$5,028
All Other Expenses-$4,419-$4,419
Insurance$1,429--$1,429
Information Technology-$1,299-$1,299
Office Expenses-$697-$697
Fees for Services Management-$440-$440
Total Functional Expenses$318,587$453,995$0$772,582
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
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, Part VI, Section B, Line 11B

“The 990 is presented by the treasurer to the full board for review and approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Yates Fund
EIN
86-3766216
Phone
4023911980
Address
3260 DAVENPORT STREET, OMAHA, NE 68131

Signing Officer

Name
Kathryn Weitz
Title
President
Phone
4023911980
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Weitz
Formed
2021
Legal Domicile
Ne
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
4

Preparer

Firm
Hancock & Dana Pc
Address
12829 WEST DODGE ROAD 100, OMAHA, NE 68154
Preparer
Janet Osborn
Phone
4023911065
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0561257
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0179968
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0741225
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PRESENTED BY THE TREASURER TO THE FULL BOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt099433
IRS990/TotalRevenueGrp/ExclusionAmt019989
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0252930
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0767996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN WEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04023911980
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YATES FUND
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470710889
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANCOCK & DANA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012829 WEST DODGE ROAD 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
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ReturnHeader/PreparerPersonGrp/PhoneNum04023911065
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET OSBORN
ReturnHeader/ReturnTs02025-11-17T14:54:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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