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990PF • Fiscal year 2020 • EIN 06-0983815

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

Yale University - PO Box 208214New Haven, CT 06520-8214

(617) 722-7210

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

663%

Higher net margin than 100% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

14th percentile

-4.4%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$10,495,606

Down $480,345 (-4.4%) from 2019

Net Assets

$10,495,606

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$106,242

Down $840,671 (-114%) from 2019

Expenses

Up

$598,578

Up $8,698 (+1.5%) from 2019

Net Income

Down

-$704,820

Down $849,369 (-588%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $11,057,618Liabilities 2011: $02011Assets 2012: $10,818,157Liabilities 2012: $02012Assets 2013: $11,248,843Liabilities 2013: $02013Assets 2014: $11,669,991Liabilities 2014: $02014Assets 2015: $11,991,471Liabilities 2015: $02015Assets 2019: $10,975,951Liabilities 2019: $02019Assets 2020: $10,495,606Liabilities 2020: $0Net Assets 2020: $10,495,6062020Assets 2021: $10,749,126Liabilities 2021: $1Net Assets 2021: $10,749,1262021Assets 2022: $11,085,604Liabilities 2022: $1Net Assets 2022: $11,085,6042022Assets 2023: $10,901,704Liabilities 2023: $12023

Highlighted filing

2020

Assets$10,495,606
Liabilities$0
Net Assets$10,495,606

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $420,604Expenses 2011: $357,946Net Income 2011: $62,6582011Revenue 2012: $289,521Expenses 2012: $493,982Net Income 2012: -$204,4612012Revenue 2013: $927,872Expenses 2013: $477,709Net Income 2013: $450,1632013Revenue 2014: $1,195,691Expenses 2014: $760,833Net Income 2014: $434,8582014Revenue 2015: $922,836Expenses 2015: $599,010Net Income 2015: $323,8262015Revenue 2019: $734,429Expenses 2019: $589,880Net Income 2019: $144,5492019Revenue 2020: -$106,242Expenses 2020: $598,578Net Income 2020: -$704,8202020Revenue 2021: $1,246,124Expenses 2021: $597,209Net Income 2021: $648,9152021Revenue 2022: $641,020Expenses 2022: $641,277Net Income 2022: -$2572022Revenue 2023: $591,081Expenses 2023: $624,547Net Income 2023: -$33,4662023

Highlighted filing

2020

Revenue-$106,242
Expenses$598,578
Net Income-$704,820
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
YALE UNIVERSITYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Yale-scripps Trust-cust
EIN
06-0983815
Phone
6177227210
Address
YALE UNIVERSITY - PO BOX 208214, NEW HAVEN, CT 06520-8214

Signing Officer

Name
George K Atwood
Title
Director
Phone
6177227210
Signed
2021-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix380 raw XML fields

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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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BNY MELLON NA
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11515 UNIVERSITY AVE
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07457
OtherDecreasesSchedule/OtherDecreasesDetail/Amt143
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OID INCOME ADJUSTMENT FROM CTF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CY RETURN OF CAPITAL ADJUSTMENT ON SALES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0231975
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME TIING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03000
TaxesSchedule/TaxesDetail/Amt01787
TaxesSchedule/TaxesDetail/Amt16829
TaxesSchedule/TaxesDetail/Amt217644
TaxesSchedule/TaxesDetail/Amt39636
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01787
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt39636
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE K ATWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227210
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YALE-SCRIPPS TRUST-CUST
ReturnHeader/Filer/BusinessNameControlTxt0SCRI
ReturnHeader/Filer/EIN0060983815
ReturnHeader/Filer/PhoneNum06177227210
ReturnHeader/Filer/USAddress/AddressLine1Txt0YALE UNIVERSITY - PO BOX 208214
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0065208214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T13:00:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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