Civic Intelligence

The Yankee Charitable Foundation

990EZ • Fiscal year 2022 • EIN 06-1590568

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 17, 2023

Organization ProfileN/A
C/O William Campbell 26 Naubuc AveGlastonbury, CT 06033

(860) 657-1040

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$344,466

Down $1,056 (-0.3%) from 2021

Net Assets

Down

$344,466

Down $1,056 (-0.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin24th percentile

Revenue

Down

$8,197

Down $3,362 (-29%) from 2021

Expenses

Down

$9,253

Down $6,272 (-40%) from 2021

Net Income

Up

-$1,056

Up $2,910 (+73%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2011: $344,029Liabilities 2011: $02011Assets 2012: $343,287Liabilities 2012: $02012Assets 2013: $520,742Liabilities 2013: $0Net Assets 2013: $520,7422013Assets 2014: $503,784Liabilities 2014: $0Net Assets 2014: $503,7842014Assets 2015: $503,271Liabilities 2015: $0Net Assets 2015: $503,2712015Assets 2016: $508,448Liabilities 2016: $0Net Assets 2016: $508,4482016Assets 2017: $501,045Liabilities 2017: $0Net Assets 2017: $501,0452017Assets 2018: $500,856Liabilities 2018: $0Net Assets 2018: $500,8562018Assets 2019: $502,279Liabilities 2019: $0Net Assets 2019: $502,2792019Assets 2020: $349,488Liabilities 2020: $0Net Assets 2020: $349,4882020Assets 2021: $345,522Liabilities 2021: $0Net Assets 2021: $345,5222021Assets 2022: $344,466Liabilities 2022: $0Net Assets 2022: $344,4662022Assets 2023: $344,062Liabilities 2023: $0Net Assets 2023: $344,0622023Assets 2024: $343,530Net Assets 2024: $343,5302024

Highlighted filing

2022

Assets$344,466
Liabilities$0
Net Assets$344,466
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $20,005Expenses 2011: $18,489Net Income 2011: $1,5162011Revenue 2012: $4Expenses 2012: $746Net Income 2012: -$7422012Revenue 2013: $178,414Expenses 2013: $959Net Income 2013: $177,4552013Revenue 2014: $8,971Expenses 2014: $25,929Net Income 2014: -$16,9582014Revenue 2015: $63,142Expenses 2015: $63,655Net Income 2015: -$5132015Revenue 2016: $39,139Expenses 2016: $33,962Net Income 2016: $5,1772016Revenue 2017: $30,082Expenses 2017: $37,485Net Income 2017: -$7,4032017Revenue 2018: $16,775Expenses 2018: $16,964Net Income 2018: -$1892018Revenue 2019: $21,240Expenses 2019: $19,817Net Income 2019: $1,4232019Revenue 2020: $19,038Expenses 2020: $171,829Net Income 2020: -$152,7912020Revenue 2021: $11,559Expenses 2021: $15,525Net Income 2021: -$3,9662021Revenue 2022: $8,197Expenses 2022: $9,253Net Income 2022: -$1,0562022Revenue 2023: $7,475Expenses 2023: $7,879Net Income 2023: -$4042023Revenue 2024: $6,421Expenses 2024: $6,953Net Income 2024: -$5322024

Highlighted filing

2022

Revenue$8,197
Expenses$9,253
Net Income-$1,056
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 17, 2023
Return Version
2022v4.1
Gross Receipts
$8,197
Mission and Program Overview

Mission

The organization's primary exempt purpose is to support, through donations, religious, charitable, scientific, and/or educational organizations qualified under internal revenue code section 501(c)3 including the yankee institute for public policy, inc.

The organization's primary exempt purpose is to support, through donations, religious, charitable, scientific, and/or educational organizations qualified under internal revenue code section 501(c)(3) including the yankee institute for public policy, inc.

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO THE YANKEE INSTITUTE FOR PUBLIC POLICY INC, A 501(C)(3) ORGANIZATION.$7,000$7,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD GUNDERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Yankee Charitable Foundation
EIN
06-1590568
Phone
8606571040
Address
C/O WILLIAM CAMPBELL 26 NAUBUC AVE, GLASTONBURY, CT 06033

Signing Officer

Name
Gerald Gunderson
Title
Trustee
Signed
2023-02-17
Discuss with paid preparer
Yes

Preparer

Firm
William H Campbell Pc
Address
26 NAUBUC AVENUE, GLASTONBURY, CT 06033
Preparer
William H Campbell
Phone
8606571040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: a 501(c)(3) chartiab name: yankee institute for public policy address: 216 main street hartford, ct 06106 cash contribution: 7,000”

Form 990-ez, Part I, Line 16

“Expenses bank fees 15 total 15”

Form 990-ez, Part III

“The organization's primary exempt purpose is to support, through donations, religious, charitable, scientific, and/or educational organizations qualified under internal revenue code section 501(c)(3) including the yankee institute for public policy, inc.”

Raw XML Appendix126 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM H CAMPBELL PC
IRS990EZ/BooksInCareOfDetail/PhoneNum08606571040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026 NAUBUC AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLASTONBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0345522
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0344466
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1056
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02238
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0345522
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0344466
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07000
IRS990EZ/GrossReceiptsAmt08197
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08197
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0345522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0344466
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0345522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0344466
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERALD GUNDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT, THROUGH DONATIONS, RELIGIOUS, CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) INCLUDING THE YANKEE INSTITUTE FOR PUBLIC POLICY, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO THE YANKEE INSTITUTE FOR PUBLIC POLICY INC, A 501(C)(3) ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09253
IRS990EZ/TotalProgramServiceExpensesAmt07000
IRS990EZ/TotalRevenueAmt08197
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521358144
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt07000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: A 501(C)(3) CHARTIAB NAME: YANKEE INSTITUTE FOR PUBLIC POLICY ADDRESS: 216 MAIN STREET HARTFORD, CT 06106 CASH CONTRIBUTION: 7,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 15 TOTAL 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT, THROUGH DONATIONS, RELIGIOUS, CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) INCLUDING THE YANKEE INSTITUTE FOR PUBLIC POLICY, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD GUNDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE YANKEE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YANK
ReturnHeader/Filer/EIN0061590568
ReturnHeader/Filer/PhoneNum08606571040
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WILLIAM CAMPBELL 26 NAUBUC AVE
ReturnHeader/Filer/USAddress/CityNm0GLASTONBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006033
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061275003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM H CAMPBELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 NAUBUC AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006033
ReturnHeader/PreparerPersonGrp/PhoneNum08606571040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H CAMPBELL
ReturnHeader/ReturnTs02023-03-06T09:52:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUNDERSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,466
Liabilities
$0
Net assets
$344,466
Revenue
$8,197
Expenses
$9,253
Net income
-$1,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.44$3.44$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.07$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.08$0.09$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.00$3.46$0.12$0.16$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.19$1.72$1.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.21$0.20$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.17$0.17$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.30$0.37$0.07
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.08$0.00$5.08$0.39$0.34$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.63$0.64$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.09$0.26$0.17
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.21$0.00$5.21$1.78$0.01$1.77
2012Summary only. Only limited summary data is available for this year.$3.43$0.00$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$3.44$0.00$0.20$0.18$0.02