Civic Intelligence

Yates Fund

990 • Fiscal year 2023 • EIN 86-3766216

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A
3260 Davenport StreetOmaha, NE 68131

(402) 391-1980

Siviq Scores

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

Liabilities / Assets

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.12x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

30th percentile

$75,938

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,122,085

Up $853,384 (+14%) from 2022

Net Assets

Up

$6,960,102

Up $698,587 (+11%) from 2022

Liabilities

Up

$161,983

Up $154,797 (+2154%) from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin91st percentile

Revenue

Down

$1,355,605

Down $2,064,718 (-60%) from 2022

Expenses

Up

$657,018

Up $529,006 (+413%) from 2022

Net Income

Down

$698,587

Down $2,593,724 (-79%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2023

Assets$7,122,085
Liabilities$161,983
Net Assets$6,960,102
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$1,355,605
Expenses$657,018
Net Income$698,587
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$1,355,605
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$4,505,443$6,266,981▲ $1,761,538
Investments Other Securities$46,948$519,696▲ $472,748
Cash and Non-Interest-Bearing Accounts$1,716,310$269,924▼ $1,446,386
Accounts Receivable-$58,235-
Prepaid Expenses and Deferred Charges-$7,249-
Total Assets$6,268,701$7,122,085▲ $853,384
Liabilities
Accounts Payable and Accrued Expenses$7,186$87,688▲ $80,502
Deferred Revenue-$74,295-
Total Liabilities$7,186$161,983▲ $154,797
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,261,515$6,960,102▲ $698,587
Total Net Assets Fund Balance$6,261,515$6,960,102▲ $698,587
Total Liabilities and Net Assets / Fund Balance$6,268,701$7,122,085▲ $853,384

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,835,135$167,608-
Other Land Buildings$653,946$80,978-
Equipment$138,204$19,859-
Leasehold Improvements$639,696$75,108-
Other Securities$519,696--
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marie Helene AndreExecutive DirectorFT$75,938$75,938

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,154,780
Program Service Revenue
$0
Investment Income
$9,505
Other Revenue
$191,320
All Other Contributions
$1,154,780
Change in Net Assets
$698,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$569,203
Salaries, Compensation, and Employee Benefits$87,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$343,552-$343,552
Occupancy$123,723--$123,723
Current Officers, Directors, Trustees, and Key Employees$75,938--$75,938
Fees for Services Management-$27,000-$27,000
Insurance$9,775--$9,775
Fees for Services Legal-$6,808-$6,808
Other Employee Benefits$6,237--$6,237
Payroll Taxes$5,640--$5,640
Fees for Services Accounting-$4,945-$4,945
Office Expenses-$2,791-$2,791
Other Expenses$23,767$2,786-$2,786
All Other Expenses-$456-$456
Information Technology-$452-$452
Travel$50--$50
Total Functional Expenses$245,130$411,888$0$657,018
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
2024-11-13
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
0
Volunteers
0

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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ReturnHeader/ReturnTs02024-11-14T17:06:57-06:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,122,085
Liabilities
$161,983
Net assets
$6,960,102
Revenue
$1,355,605
Expenses
$657,018
Net income
$698,587
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