Nonprofit · EIN 86-3766216
YATES FUND
Tax-exempt · OMAHA, NE 68131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $767,996 | $772,582 | -$4,586 | $6,985,181 | $29,665 | $6,955,516 |
| December 31, 2023 | 990 | $1,355,605 | $657,018 | $698,587 | $7,122,085 | $161,983 | $6,960,102 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $495,077
- Program service revenue
- $0
- Investment income
- $19,989
- Net rental income
- $252,930
- Other revenue
- $252,930
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $99,433
- Salaries, compensation and benefits (total)
- $117,714
- Professional fundraising fees
- $0
- Legal fees
- $5,028
- Accounting fees
- $10,893
- Occupancy
- $138,121
- Depreciation
- $399,707
- Program services (functional)
- $318,587
- Management and general (functional)
- $453,995
Balance sheet and other
- Total assets, start of year
- $7,122,085
- Total assets, end of year
- $6,985,181
- Total liabilities, end of year
- $29,665
- Net assets, end of year
- $6,955,516
- Land, buildings and equipment
- $6,080,910
- Net assets without donor restrictions
- $6,933,142
- Net assets with donor restrictions
- $22,374
- Gross receipts
- $767,996
- Employees
- 1
- Volunteers
- 4
- Year formed
- 2021
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE HELENE ANDRE | EXECUTIVE DIRECTOR Trustee or director | 40 | $79,833 |
| DANIEL M PADILLA | TREASURER Trustee or director, Officer | 10 | $19,600 |
| KATHRYN A WEITZ | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CAROLYN MILLER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| AMANDA M FORKER | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE HELENE ANDRE | EXECUTIVE DIRECTOR Trustee or director | 40 | $75,938 |
| KATHRYN A WEITZ | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CAROLYN MILLER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DANIEL M PADILLA | TREASURER Trustee or director, Officer | 10 | $0 |
| AMANDA M FORKER | SECRETARY Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3260 DAVENPORT ST, OMAHA, NE 68131-2501
- In care of
- % KATHRYN A WEITZ
- Principal officer (990 for 2024)
- KATHRYN WEITZ, 1125 SOUTH 103RD STREET SUITE 200, OMAHA, NE 68124
- Signed the 990
- KATHRYN WEITZ, PRESIDENT
- Phone
- (402) 391-1980
- Return prepared by
- HANCOCK & DANA PC
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.
Program accomplishments
- THE PRIMARY ACTIVITY OF YATES FUND IS TO LEASE, RENOVATE AND MAINTAIN THE YATES ELEMENTARY SCHOOL BUILDING AS A HISTORIC BUILDING LOCATED AT 3260 DAVENPORT ST, OMAHA, NE, AND TO HOUSE NON-PROFIT TENANTS WHICH WORK TOGETHER TO PROVIDE SERVICES TO IMMIGRANTS AND OTHERS IN NEED IN THE GIFFORD PARK NEIGHBORHOOD AND SURROUNDING COMMUNITY OF OMAHA, NE.Expenses $318,587 · revenue $252,930
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-3766216
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $6,985,181
- Income (IRS master file)
- $767,996
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $767,996 | $772,582 | $6,985,181 | IRS |
| 990 | December 2023 | $1,355,605 | $657,018 | $7,122,085 | XML |
| 990 | December 2022 | $3,420,323 | $128,012 | $6,268,701 | IRS |
| 990 | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-3766216).
Questions about YATES FUND
- What is the EIN of YATES FUND?
- The employer identification number (EIN) of YATES FUND is 86-3766216.
- Is YATES FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to YATES FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does YATES FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of YATES FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did YATES FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of YATES FUND?
- The 990 for the year ended December 31, 2024 names KATHRYN WEITZ.
- Who are the officers and directors of YATES FUND?
- The 990 for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $79,833 (MARIE HELENE ANDRE, EXECUTIVE DIRECTOR).
- How much revenue does YATES FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $767,996, expenses of $772,582 and total assets of $6,985,181 at year end.
Other nonprofits in OMAHA
- METROPOLITAN ENTERTAINMENT & EIN 91-1846837 · last filed 990 for 2025
- SOUTHSIDE REDEVELOPMENT CORPORATION EIN 84-2173880 · last filed 990 for 2025
- NEW BETTER BUSINESS BUREAU INC EIN 47-0258465 · last filed 990 for 2024
- OMAHA COMMUNITY PLAYHOUSE EIN 47-0399856 · last filed 990 for 2025
- BOLD EDUCATION FUND INC EIN 45-5369198 · last filed 990 for 2024
- LIONS EYE BANK OF NEBRASKA INC EIN 47-0666857 · last filed 990 for 2025
- 11TH STREET ENTERPRISES EIN 93-1412056 · last filed 990 for 2025
- SPARK EIN 81-3057920 · last filed 990 for 2024
All nonprofits in OMAHA · Nebraska · Community improvement and capacity building