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York Rotary Charitable Endowment Fund FY2021 filing

Tax-deductible

York, PA501(c)(3)Since 1991EIN 23-2642321Revenue $113K in FY2021

On file with the IRSyorkrotary.org140 Roosevelt Avenue Suite 209, 17401-3333 · York, PATax-exempt since Apr 1991Publicly supported charity — 170(b)(1)(A)(vi)

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To provide financial assistancer to crippled, disabled, disadvantage adn abused children of York county, PA and to provide financial assistance to post secondary students from York county, PA who are furthering their education in or outside of York county, PA.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $11K a year · 5% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
44 mo
of spending, in cash
Looks good: 44.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $53K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$10K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$113K
-55% vs prior year
Spent
$118K
To programs
79%
Net assets
$3.0M
By yearFY2020–FY2024
Revenue
$113K
FY2021▼ -55%
Tap a bar for its year
Revenue by fiscal year
FY2020$252K
FY2021$113K
FY2022$186K
FY2023$200K
FY2024$245K
FY2024$276K
Expenses
$118K
FY2021▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2020$108K
FY2021$118K
FY2022$274K
FY2023$182K
FY2024$260K
FY2024$208K
Net assets
$3.0M
FY2021▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.5M
FY2021$3.0M
FY2022$2.6M
FY2023$2.7M
FY2024$2.9M
FY2024$3.2M

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1991.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $94K Management & general 21% · $25K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Amy Anstine
Secretary Tr
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Anne Druck
Director
$0Pt VII · Sec A
Matt Falvey
Investment C
$0Pt VII · Sec A
Todd Fogdall
Director
$0Pt VII · Sec A
Josh George
Director
$0Pt VII · Sec A
Glenn Miller
Director
$0Pt VII · Sec A
See York Rotary Charitable Endowment Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers financial aid to children and students in York County, PA.

Provided by the organization

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1 program · $94K · in their own filed words · FY2020
01

Contributions were provided to benefit community involvement programs.

$94Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
York County Community FoundationFY2024$53K
Total grants receivedfrom 1 funder$53K
Grants paid · 49 grants · $933K · 2019–2024
Unitemized GrantFY2024$56,700
Individual RecipientFY2024$19,880
Girl Scouts in the Heart ofFY2024$8,500
Positive Energy ArtsFY2024$8,000
Rainbow Rose CenterFY2024$7,700
Family First HealthFY2024$7,500
The Advantage ProgramFY2024$6,000
Miscellaneous Grants 5000FY2023$74,381
Unitemized GrantFY2023$55,486
Trump Lawn and LandFY2023$25,894
Girl Scouts in the Heart ofFY2023$8,500
Positive Energy ArtsFY2023$8,000
Rainbow Rose CenterPA · FY2023$7,700
Family First Health CorporationPA · FY2023$7,500
FastsignsFY2023$6,579
Advantage ProgramPA · FY2023$6,000
Unitemized GrantFY2022$68,154
Unitemized GrantFY2022$68,154
See all 49 grants →

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$113K
Ln 12
Gifts and grantsLn 1h$66K
Investment incomeLn 3$28K
Other incomeLn 4–11$19K
Money outPt IX
$118K
Ln 25
Programscol B$94K
Managementcol C$25K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$436K
Total assetsLn 16$3.0M
LiabilitiesLn 26$10K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$66K
Investment incomeLn 3$28K
Other incomeLn 4–11$19K
Total revenueLn 12$113K
Assets in detailPt X, end of year
SavingsLn 2$436K
Cash and savings togetherLn 1–2$436K
InvestmentsLn 11–13$2.3M
Total assetsLn 16$3.0M
LiabilitiesLn 26$10K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 647
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$455K$436K
InvestmentsLn 11–13$1.8M$2.3M
Total assetsLn 16$2.5M$3.0M
LiabilitiesLn 26$10K$10K
Net assetsLn 32$2.5M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$63K$63K
Grants to domestic individualsLn 2$22K$22K
Management feesLn 11a$25K$25K
Other expenses (24a–d)Ln 24$9K$9K
Total functional expensesLn 25$118K$94K$25K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $245K$260K−$15K$2.9M 990 PDF
FY2023 $200K$182K$18K$2.7M 990 PDF
FY2022 $186K$274K−$88K$2.6M 990 PDF
FY2021 Viewing $113K$118K−$5K$3.0M 990 PDF
FY2020 $252K$108K$144K$2.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $113,285 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $181,834$66,207
I-9 Program service revenue$0
I-10 Investment incomePrior year $35,687$27,939
I-11 Other revenuePrior year $34,376$19,139
I-12 Total revenuePrior year $251,897$113,285
I-13 Grants and similar amounts paidPrior year $56,628$85,228
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $51,496$33,168
I-18 Total expensesPrior year $108,124$118,396
I-19 Revenue less expensesPrior year $143,773−$5,111
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $113,285 across 5 lines filed
VIII-1f All other contributions, gifts and grants$66,207
VIII-1h Total contributions, gifts and grants$66,207
VIII-3 Investment incomeExcluded from tax $27,939$27,939
VIII-8 Net income from fundraising events$19,139
VIII-12 Total revenueExcluded from tax $27,939$113,285
Part IX · Statement of functional expenses $118,396 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $62,978$62,978
IX-2 Grants to domestic individualsPrograms $22,250$22,250
IX-11a Management feesManagement $24,522$24,522
IX-24 Other expenses (24a–d)Programs $8,646$8,646
IX-25 Total functional expensesPrograms $93,874 · Management $24,522 · Fundraising $0$118,396
Part X · Balance sheet $3,012,072 assets, 9 lines filed
Asset lines not itemized here account for $271,683; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $454,679$436,227
X-12 Other securitiesStart of year $1,813,016$2,304,162
X-16 Total assetsStart of year $2,543,552$3,012,072
X-17 Accounts payable and accrued expensesStart of year $9,780$9,865
X-26 Total liabilitiesStart of year $9,780$9,865
X-27 Net assets without donor restrictionsStart of year $961,140$1,068,557
X-28 Net assets with donor restrictionsStart of year $1,572,632$1,933,650
X-32 Total net assets or fund balancesStart of year $2,533,772$3,002,207
X-33 Total liabilities and net assetsStart of year $2,543,552$3,012,072
Part XI · Reconciliation of net assets $3,002,207 net assets at year end
XI-1 Total revenue$113,285
XI-2 Total expenses$118,396
XI-3 Revenue less expenses−$5,111
XI-4 Net assets at start of year$2,533,772
XI-5 Net unrealized gains (losses) on investments$473,546
XI-10 Net assets at end of year$3,002,207

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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