YORK COMMUNITY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- YORK COMMUNITY FOUNDATION (EIN 36-3324526)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201832269349300958
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T09:36:41-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470817269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOPSA OTTE ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 E 7TH ST | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 684673024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363324526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YORK COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YORK | BusinessNameControlTxt |
| Phone | 4023625531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 N LINCOLN AVENUE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESE SWANSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4023625531 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSANDRA OTTE | PreparerPersonNm |
| PTIN | P00106391 | PTIN |
| Phone | 4023626636 | PhoneNum |
| Preparation | 2018-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THERESE SWANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 N LINCOLN AVE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,580,188 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | YORKCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | TO UTILIZE CHARITABLE FUNDS TO STRENGTHEN AND IMPROVE THE YORK COMMUNITY FOR ALL ITS CITIZENS | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $76,773 | PYContributionsGrantsAmt |
| CY Contributions Grants | $414,130 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $432,309 | PYInvestmentIncomeAmt |
| CY Investment Income | $260,645 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,813 | PYOtherRevenueAmt |
| CY Other Revenue | $40,864 | CYOtherRevenueAmt |
| PY Total Revenue | $555,895 | PYTotalRevenueAmt |
| CY Total Revenue | $715,639 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $434,524 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $899,412 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,763 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,861 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,477 | PYOtherExpensesAmt |
| CY Other Expenses | $87,606 | CYOtherExpensesAmt |
| PY Total Expenses | $537,764 | PYTotalExpensesAmt |
| CY Total Expenses | $1,004,879 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,131 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$289,240 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,568,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,279,602 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $621 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,568,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,278,981 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO UTILIZE CHARITABLE FUNDS TO STRENGTHEN AND IMPROVE THE YORK COMMUNITY FOR ALL ITS CITIZENS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $280,897 | ExpenseAmt |
| Grant | $198,150 | GrantAmt |
| Desc | THE FOUNDATION PROVIDES SCHOLARSHIPS FOR HIGHER EDUCATION TO MANY AREA STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $708,988 | ExpenseAmt |
| Grant | $701,262 | GrantAmt |
| Desc | THE FOUNDATION AWARDS SEVERAL GRANTS TO QUALIFIED TAX EXEMPT ENTITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $989,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESE SWANSON | PersonNm |
| Phone | 4023625531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 N LINCOLN AVENUE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68467 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CG HOLTHUS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENT RAUERT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GAROLD LEGGOTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARYL WILTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY RUBEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA LOSCHEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL THOMAS-MILLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY BARROWS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES CAMPBELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE R KOPSA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE THOMPSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE NORTH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES W HARRIS | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KRISTIE HOLOCH | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THERESE SWANSON | ||||||
| EXECUTIVE DI | 1.00 | $16,068 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $16,068 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $414,130 | AllOtherContributionsAmt |
| Noncash Contributions | $285,000 | NoncashContributionsAmt |
| Total Contributions | $414,130 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,766 | TotalRevenueColumnAmt |
| Exclusion | $167,766 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,363 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,859 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,504 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,504 | TotalRevenueColumnAmt |
| Exclusion | $8,504 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $936,569 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $843,690 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,879 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,879 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HANDLING FEE INCOME | Desc |
| Total Revenue Column | $32,360 | TotalRevenueColumnAmt |
| Exclusion | $32,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,360 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $715,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,879 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $208,630 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,262 | TotalAmt |
| Program Services | $701,262 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,150 | TotalAmt |
| Program Services | $198,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,068 | TotalAmt |
| Program Services | $12,051 | ProgramServicesAmt |
| Management And General | $4,017 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564 | TotalAmt |
| Program Services | $423 | ProgramServicesAmt |
| Management And General | $141 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,229 | TotalAmt |
| Program Services | $922 | ProgramServicesAmt |
| Management And General | $307 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,063 | TotalAmt |
| Management And General | $5,063 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,333 | TotalAmt |
| Program Services | $65,333 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701 | TotalAmt |
| Management And General | $701 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,797 | TotalAmt |
| Program Services | $640 | ProgramServicesAmt |
| Management And General | $3,157 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489 | TotalAmt |
| Management And General | $489 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324 | TotalAmt |
| Management And General | $324 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,826 | TotalAmt |
| Program Services | $3,797 | ProgramServicesAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,532 | TotalAmt |
| Program Services | $766 | ProgramServicesAmt |
| Management And General | $766 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| OFFICE RENT | $3,600 | $3,600 |
| DUES AND FEES | $2,722 | $2,722 |
| BANK CHARGES | $189 | $189 |
| MILEAGE | $30 | $30 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,879 | TotalAmt |
| Program Services | $989,885 | ProgramServicesAmt |
| Management And General | $14,994 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,040 | BOYAmt |
| EOY | $20,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $398,989 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,984 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,831 | BOYAmt |
| EOY | $381,005 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,159,624 | BOYAmt |
| EOY | $5,877,908 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,568,818 | BOYAmt |
| EOY | $6,279,602 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597 | BOYAmt |
| EOY | $621 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597 | BOYAmt |
| EOY | $621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,893 | BOYAmt |
| EOY | $161,247 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,411,328 | BOYAmt |
| EOY | $6,117,734 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,568,221 | BOYAmt |
| EOY | $6,278,981 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,568,818 | BOYAmt |
| EOY | $6,279,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$289,240 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,181,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $530,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $642,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $414,130 | CurrentTaxYearAmt |
| Total | $3,845,670 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,181,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $530,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $642,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $414,130 | CurrentTaxYearAmt |
| Total | $3,845,670 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,845,670 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,129 | CurrentTaxYearAmt |
| Total | $615,983 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,360 | CurrentTaxYearAmt |
| Total | $148,889 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,610,542 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $223,504 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | HANDLING FEE INCOME 116,529 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 18 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $63,011 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $25,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $327,239 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $50,876 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,934,266 | BeginningYearBalanceAmt |
| Contributions | $119,094 | ContributionsAmt |
| Investment Earnings Or Losses | $251,937 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $585,368 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,166 | AdministrativeExpensesAmt |
| End Year Balance | $5,643,670 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,961,717 | BeginningYearBalanceAmt |
| Contributions | $67,770 | ContributionsAmt |
| Investment Earnings Or Losses | $464,803 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $467,184 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $92,839 | AdministrativeExpensesAmt |
| End Year Balance | $5,963,354 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,537,221 | BeginningYearBalanceAmt |
| Contributions | $612,805 | ContributionsAmt |
| Investment Earnings Or Losses | $149,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $264,578 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,700 | OtherExpendituresAmt |
| Administrative Expenses | $71,553 | AdministrativeExpensesAmt |
| End Year Balance | $5,961,717 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,567,782 | BeginningYearBalanceAmt |
| Contributions | $126,589 | ContributionsAmt |
| Investment Earnings Or Losses | $445,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $537,325 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,418 | OtherExpendituresAmt |
| Administrative Expenses | $52,580 | AdministrativeExpensesAmt |
| End Year Balance | $5,537,221 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,373,733 | BeginningYearBalanceAmt |
| Contributions | $1,460,029 | ContributionsAmt |
| Investment Earnings Or Losses | $146,990 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $352,067 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| Administrative Expenses | $55,904 | AdministrativeExpensesAmt |
| End Year Balance | $5,567,782 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46920 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24810 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $355,250 | OtherCostOrOtherBasisAmt |
| Book Value | $355,250 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,984 | DepreciationAmt |
| Book Value | $25,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $381,005 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| Book Value | $5,877,908 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $5,877,908 | TotalBookValueProgramRltdAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HOLTHUS CONVENTION CENTER | |||||||
| 529 LINCOLN AVE | YORK | NE | 68467 | 461253253 | 501C3 | $50,000 | CONVENTION CENTER |
| YORK COLLEGE | |||||||
| 1125 E 8TH STREET | YORK | NE | 68467 | 470418641 | GOV | $43,000 | EDUCATION |
| WESSELS LIVING HISTORY MUSEUM | |||||||
| 603 N LINCOLN AVE | YORK | NE | 68467 | 470843864 | 501C3 | $90,000 | OPER/BUILDING |
| NEBRASKA CORRECTIONAL CENTER FOR WO | |||||||
| 1107 RECHARGE RD | YORK | NE | 68467 | 470491233 | GOV | $285,000 | PARENTING CENTER CON |
| CITY OF YORK | |||||||
| 100 E 4 | YORK | NE | 68467 | 476006423 | GOV | $6,415 | BALLFIELD |
| GREENWOOD CEMETERY | |||||||
| 1000 WEST 8TH STREET | YORK | NE | 68467 | 470178205 | 501C3 | $150,000 | BEAUTIFICATION/UPGRA |
| YORK PUBLIC SCHOOLS | |||||||
| 1715 N DELAWARE | YORK | NE | 68467 | 476006011 | GOV | $6,350 | EDUCATION |
| BLUE VALLEY COMMUNITY ACTION | |||||||
| PO BOX 273 | FAIRBURY | NE | 68352 | 470492640 | 501C3 | $50,000 | BUILDING GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR HIGHER E | GrantTypeTxt |
| Recipient | 86 | RecipientCnt |
| Cash Grant | $198,150 | CashGrantAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $285,000 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | C.G. 'KELLY' HOLTHUS - FATHER KRISTIE HOLOCH - DAUGHTER |
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERS ELECT MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERS ARE PERSONS INTERESTED IN DEVOTING THEIR EFFORTS OR FUNDS TO THE FURTHERANCE OF THE PURPOSES OF THE CORPORATION. MEMBERS ARE ELECTED TO MEMBERSHIP BY A MAJORITY VOTE OF THE MEMBERS PRESENT AT THE ANNUAL OR SPECIAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR AND THE CURRENT PRESIDENT REVIEW A DRAFT COPY OF THE TAX RETURN IN ITS ENTIRETY BEFORE THE RETURN IS FINALIZED. THE TAX RETURN IS THEN MADE AVAILABE TO THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH NEW MEMBER UPON BECOMING A NEW MEMBER. MEMBERS ARE ASKED TO REVIEW ANNUALLY AND REPORT ANY CHANGES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION HAS RETURNS FOR PUBLIC INSPECTION ON HAND AND ARE GIVEN TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESSELS LIVING HISTORY FARM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 NORTH LINCOLN AVE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470843864 | EIN |
| Primary Activities | FARM HISTO | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| WESSELS LIVING HISTORY FARM | |
| B | $41,000 |
| WESSELS LIVING HISTORY FARM | |
| C | $14,000 |
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