Civic Intelligence

Yates Fund

990 • Fiscal year 2022 • EIN 86-3766216

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$20,913

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

95th percentile

111%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

14%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$6,268,701

Up $3,299,497 (+111%) from 2021

Net Assets

Up

$6,261,515

Up $3,292,311 (+111%) from 2021

Liabilities

Up

$7,186

Up $7,186 from 2021

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin98th percentile

Revenue

Up

$3,420,323

Up $419,517 (+14%) from 2021

Expenses

Up

$128,012

Up $96,410 (+305%) from 2021

Net Income

Up

$3,292,311

Up $323,107 (+11%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2022

Assets$6,268,701
Liabilities$7,186
Net Assets$6,261,515
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

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

2022

Revenue$3,420,323
Expenses$128,012
Net Income$3,292,311
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$3,420,323
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$1,125,290$4,505,443▲ $3,380,153
Cash and Non-Interest-Bearing Accounts$852,678$1,716,310▲ $863,632
Investments Other Securities$991,236$46,948▼ $944,288
Total Assets$2,969,204$6,268,701▲ $3,299,497
Liabilities
Accounts Payable and Accrued Expenses-$7,186-
Total Liabilities$0$7,186▲ $7,186
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,969,204$6,261,515▲ $3,292,311
Total Net Assets Fund Balance$2,969,204$6,261,515▲ $3,292,311
Total Liabilities and Net Assets / Fund Balance$2,969,204$6,268,701▲ $3,299,497

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,007,474--
Other Land Buildings$497,969--
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marie Helene AndreExecutive DirectorFT$20,913$20,913
Daniel M PadillaTreasurerPT$17,985$17,985

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,414,443
Program Service Revenue
$0
Investment Income
$1,980
Other Revenue
$3,900
All Other Contributions
$2,414,443
Change in Net Assets
$3,292,311
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,012
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
Occupancy$25,637--$25,637
Fees for Services Management-$20,913-$20,913
Advertising$18,254--$18,254
Insurance$6,295--$6,295
Fees for Services Accounting-$4,171-$4,171
Fees for Services Legal-$1,344-$1,344
Information Technology-$136-$136
Office Expenses-$76-$76
Other Expenses$51,134$5-$5
Total Functional Expenses$101,320$26,692$0$128,012
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
2023-11-13
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 Appendix334 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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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
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IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN WEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04023911980
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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ReturnHeader/Filer/EIN0863766216
ReturnHeader/Filer/PhoneNum04023911980
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
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ReturnHeader/ReturnTs02023-11-14T13:41:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,268,701
Liabilities
$7,186
Net assets
$6,261,515
Revenue
$3,420,323
Expenses
$128,012
Net income
$3,292,311
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