YATES FUND (EIN 863766216) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

KATHRYN WEITZ

Phone

4023911980

Tax Period

2023-01-01 to 2023-12-31

YATES FUND, founded in 2021, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $699K, a strong 52% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,154,780

Program Service Revenue $0

Investment Income $9,505

Other Revenue $191,320

TOTAL REVENUE $1,355,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,815

Fundraising Expenses $0

Program Expenses $245,130

Other Expenses $569,203

TOTAL EXPENSES $657,018

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,355,605	$3,420,323	-0.6%
Expenses	$657,018	$128,012	+4.1%
Net Income	$698,587	$3,292,311	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$75,938

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN A WEITZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROLYN MILLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL M PADILLA	TREASURER	10.00	Officer Director	$0	$0	$0
AMANDA M FORKER	SECRETARY	1.00	Officer Director	$0	$0	$0
MARIE HELENE ANDRE	EXECUTIVE DIRECTOR	40.00	Director	$75,938	$0	$75,938

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,355,605	$657,018	$7,122,085	$698,587
2022	$3,420,323	$128,012	$6,268,701	$3,292,311
2021	$3,000,806	$31,602	$2,969,204	$2,969,204

YATES FUND