Civic Intelligence

Yates Fund

990 • Fiscal year 2021 • EIN 86-3766216

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
1125 South 103rd Street Suite 200Omaha, NE 68124

(402) 391-1980

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$11,100

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

$2,969,204

No earlier filing loaded for comparison.

Net Assets

$2,969,204

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

$3,000,806

No earlier filing loaded for comparison.

Expenses

$31,602

No earlier filing loaded for comparison.

Net Income

$2,969,204

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$2,969,204
Liabilities$0
Net Assets$2,969,204
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$3,000,806
Expenses$31,602
Net Income$2,969,204
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$4,001,202
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$0$1,125,290▲ $1,125,290
Investments Other Securities-$991,236-
Cash and Non-Interest-Bearing Accounts-$852,678-
Total Assets$0$2,969,204▲ $2,969,204
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$2,969,204-
Total Net Assets Fund Balance$0$2,969,204▲ $2,969,204
Total Liabilities and Net Assets / Fund Balance$0$2,969,204▲ $2,969,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,125,290--
Other Securities$991,236--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Daniel M PadillaTreasurerPT$11,100$11,100

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,010,010
Program Service Revenue
$0
Investment Income
$-9,204
Other Revenue
$0
All Other Contributions
$3,010,010
Change in Net Assets
$2,969,204

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3,600$1,000,440Fair Market Value (FMV) Per Nyse
Total Noncash Contributions3,600$1,000,440-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$11,100--$11,100
Occupancy$9,608--$9,608
Insurance$7,204--$7,204
Information Technology-$60-$60
Other Expenses$3,600$30-$30
Total Functional Expenses$31,512$90$0$31,602
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
1125 SOUTH 103RD STREET SUITE 200, OMAHA, NE 68124

Signing Officer

Name
Kathryn Weitz
Title
President
Phone
4023911980
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Weitz
Formed
2021
Legal Domicile
Ne
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Hancock & Dana Pc
Address
12829 WEST DODGE ROAD 100, OMAHA, NE 68154
Preparer
Janet Osborn
Phone
4023911065
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix300 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.

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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEITZ
ReturnHeader/TaxPeriodBeginDt02021-05-10
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,969,204
Liabilities
$0
Net assets
$2,969,204
Revenue
$3,000,806
Expenses
$31,602
Net income
$2,969,204
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