Civic Intelligence

Charles a Coffin Memorial Fund

EIN 06-6034841 • 501(c)3 • New Haven, CT

Profile

The charles a. Coffin memorial fund is a nonprofit organization operated primarily to provide funds for the partial operation and maintenance of the library of the yale school of medicine.

333 Cedar Street SHM L300New Haven, CT 06510

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

49th percentile

0.21x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

54th percentile

5.6%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$13,092,432

Up $688,465 (+5.6%) from 2024

Liabilities

Up

$315,741

Up $2,709 (+0.9%) from 2024

Net Assets

Up

$12,776,691

Up $685,756 (+5.7%) from 2024

Operations
Liabilities / Revenue49th percentileNet Margin92nd percentile

Revenue

Up

$1,477,193

Up $737,202 (+100%) from 2024

Expenses

Up

$553,041

Up $45,618 (+9.0%) from 2024

Net Income

Up

$924,152

Up $691,584 (+297%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $6,854,621Liabilities 2011: $15,000Net Assets 2011: $6,839,6212011Assets 2012: $6,655,920Liabilities 2012: $12,000Net Assets 2012: $6,643,9202012Assets 2013: $7,050,130Liabilities 2013: $7,500Net Assets 2013: $7,042,6302013Assets 2014: $7,952,145Liabilities 2014: $7,500Net Assets 2014: $7,944,6452014Assets 2015: $8,169,428Liabilities 2015: $7,500Net Assets 2015: $8,161,9282015Assets 2016: $7,888,189Liabilities 2016: $57,500Net Assets 2016: $7,830,6892016Assets 2017: $8,325,719Liabilities 2017: $6,300Net Assets 2017: $8,319,4192017Assets 2018: $8,944,532Liabilities 2018: $6,300Net Assets 2018: $8,938,2322018Assets 2019: $9,225,158Liabilities 2019: $6,300Net Assets 2019: $9,218,8582019Assets 2020: $9,535,511Liabilities 2020: $6,300Net Assets 2020: $9,529,2112020Assets 2021: $12,211,506Liabilities 2021: $6,300Net Assets 2021: $12,205,2062021Assets 2022: $11,159,739Liabilities 2022: $6,300Net Assets 2022: $11,153,4392022Assets 2023: $11,426,722Liabilities 2023: $226,903Net Assets 2023: $11,199,8192023Assets 2024: $12,403,967Liabilities 2024: $313,032Net Assets 2024: $12,090,9352024Assets 2025: $13,092,432Liabilities 2025: $315,741Net Assets 2025: $12,776,6912025

Highlighted filing

2025

Assets$13,092,432
Liabilities$315,741
Net Assets$12,776,691
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $351,6422011Expenses 2012: $345,3582012Revenue 2013: $285,684Expenses 2013: $343,898Net Income 2013: -$58,2142013Revenue 2014: $557,906Expenses 2014: $345,298Net Income 2014: $212,6082014Revenue 2015: $673,587Expenses 2015: $347,531Net Income 2015: $326,0562015Revenue 2016: $235,068Expenses 2016: $381,645Net Income 2016: -$146,5772016Revenue 2017: $501,872Expenses 2017: $383,076Net Income 2017: $118,7962017Revenue 2018: $509,589Expenses 2018: $393,323Net Income 2018: $116,2662018Revenue 2019: $388,939Expenses 2019: $397,180Net Income 2019: -$8,2412019Revenue 2020: $521,101Expenses 2020: $397,775Net Income 2020: $123,3262020Revenue 2021: $784,545Expenses 2021: $401,272Net Income 2021: $383,2732021Revenue 2022: $659,800Expenses 2022: $406,064Net Income 2022: $253,7362022Revenue 2023: $645,526Expenses 2023: $412,206Net Income 2023: $233,3202023Revenue 2024: $739,991Expenses 2024: $507,423Net Income 2024: $232,5682024Revenue 2025: $1,477,193Expenses 2025: $553,041Net Income 2025: $924,1522025

Highlighted filing

2025

Revenue$1,477,193
Expenses$553,041
Net Income$924,152
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,092,432
Liabilities
$315,741
Net assets
$12,776,691
Revenue
$1,477,193
Expenses
$553,041
Net income
$924,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.32$12.8$1.48$0.55$0.92
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.31$12.1$0.74$0.51$0.23
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.23$11.2$0.65$0.41$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.01$11.2$0.66$0.41$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.01$12.2$0.78$0.40$0.38
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.54$0.01$9.53$0.52$0.40$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$0.01$9.22$0.39$0.40$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.94$0.01$8.94$0.51$0.39$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.33$0.01$8.32$0.50$0.38$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.89$0.06$7.83$0.24$0.38$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.17$0.01$8.16$0.67$0.35$0.33
2014Detailed filing. Detailed filing data is available for this year.$7.95$0.01$7.94$0.56$0.35$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.01$7.04$0.29$0.34$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.66$0.01$6.64$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$0.02$6.84$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
May 15, 2026
Return Version
2024v5.2
Gross Receipts
$4,398,960
Mission and Program Overview

Mission

The charles a. Coffin memorial fund is a nonprofit organization operated primarily to provide funds for the partial operation and maintenance of the library of the yale school of medicine.

To provide funds for the partial operation and maintenance of the library of the yale school of medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,712,441$7,691,916▲ $979,475
Investments in Publicly Traded Securities$4,885,692$4,558,667▼ $327,025
Cash and Non-Interest-Bearing Accounts$536,412$630,868▲ $94,456
Savings and Temporary Cash Investments$269,422$210,981▼ $58,441
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$12,403,967$13,092,432▲ $688,465
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$300,000$300,000→ $0
Accounts Payable and Accrued Expenses$13,032$15,741▲ $2,709
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$313,032$315,741▲ $2,709
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,090,935$12,776,691▲ $685,756
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$12,090,935$12,776,691▲ $685,756
Total Liabilities and Net Assets / Fund Balance$12,403,967$13,092,432▲ $688,465

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,786,709--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$12,090,935-▲ $1,224,993-$12,776,691
2023$11,199,819-▲ $1,385,712-$12,090,935
2022$11,159,739-▲ $744,873-$11,199,819
2021$12,211,506-▼ $667,462-$11,159,739
2020$9,535,511-▲ $3,061,298-$12,211,506
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
John D ChildsChairman
Alexander GarsideDirector
Avice MeehanDirector
Dune LawrenceDirector
Hendon C PingeonDirector
Joan A Steitz PhDDirector
Jon RotoloDirector
Rebecca EhrhardtDirector
Robert Berman MDDirector
Vlad Coric MDDirector
Maurie D McInnis PhDEx-Officio
John W ChildsSecretary
Bronwen A Childs DVMTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,477,193
Other Revenue
$0
Change in Net Assets
$924,152

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,463,389
Revenue Not Reported on Financial Statements
$13,804
Revenue Not Reported on Form 990
$-238,396
Total Revenue per Audited Statements
$1,224,993
Total Revenue per Form 990
$1,477,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,000
Other Expenses$145,450
Salaries, Compensation, and Employee Benefits$107,591
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$300,000--$300,000
Other Salaries and Wages$43,037$37,737-$80,774
Fees for Services Management-$70,000-$70,000
Fees for Services Other-$44,596-$44,596
Other Employee Benefits-$26,817-$26,817
Fees for Service Investment Mgmnt Fees-$13,804-$13,804
Fees for Services Accounting-$10,000-$10,000
Office Expenses-$3,799-$3,799
Fees for Services Legal-$3,251-$3,251
Total Functional Expenses$343,037$210,004$0$553,041

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$553,041
Expenses per Audited Statements$539,237
Total Expenses per Audited Statements$539,237
Expenses Not Reported on Financial Statements$13,804
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale School of MedicineNew Haven, CT501(c)(3)See Supplemental Information$300,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

“The treasurer reviews the form 990 prior to its filing.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The organization actively monitors compliance with the conflict of interest policy.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes it governing documents, conflict of interest policy and financial statements available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
The Charles A Coffin Memorial Fund
EIN
06-6034841
In Care Of
% BRONWEN A CHILDS DVM
Phone
2037854612
Address
333 Cedar Street SHM L300, New Haven, CT 06510

Signing Officer

Name
Bronwen a Childs Dvm
Title
Treasurer
Phone
2037854612
Signed
2026-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bronwen a Childs Dvm
Formed
1941
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET SUITE 1710, PHILADELPHIA, PA 19103-2945
Preparer
Richard Ruvelson
Phone
2155462140
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The intended use of the endowment fund is to produce income to support the yale school of medicine's library.”

PART X, LINE 2:

“The fund is recognized as a tax-exempt organization under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the fund's tax-exempt purpose is subject to taxation as unrelated business income. Gaap requires entities to evaluate, measure, recognize and disclose any uncertain tax positions. Gaap prescribes a minimum recognition threshold that a tax position is required to meet in order to be recognized in the financial statements. The fund believes that it had no uncertain tax positions.”

Raw XML AppendixShowing 400 of 652 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
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IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDS FOR THE PARTIAL OPERATION AND MAINTENANCE OF THE LIBRARY OF THE YALE SCHOOL OF MEDICINE.
IRS990/AdvertisingGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/PhoneNum02037854612
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 CEDAR STREET SHM L300
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006510
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CntrctRcvdGreaterThan100KCnt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01477193
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0MAINTENANCE OF THE CLERICAL FORCE AND GENERAL UPKEEP OF THE LIBRARY OF THE YALE SCHOOL OF MEDICINE.
IRS990/DescribedInSection501c3Ind0true
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IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
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IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
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IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0John D Childs
IRS990/Form990PartVIISectionAGrp/PersonNm1Bronwen A Childs DVM
IRS990/Form990PartVIISectionAGrp/PersonNm2John W Childs
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Berman MD
IRS990/Form990PartVIISectionAGrp/PersonNm4Vlad Coric MD
IRS990/Form990PartVIISectionAGrp/PersonNm5Rebecca Ehrhardt
IRS990/Form990PartVIISectionAGrp/PersonNm6Alexander Garside
IRS990/Form990PartVIISectionAGrp/PersonNm7Dune Lawrence
IRS990/Form990PartVIISectionAGrp/PersonNm8Avice Meehan
IRS990/Form990PartVIISectionAGrp/PersonNm9Hendon C Pingeon
IRS990/Form990PartVIISectionAGrp/PersonNm10Jon Rotolo
IRS990/Form990PartVIISectionAGrp/PersonNm11Joan A Steitz PhD
IRS990/Form990PartVIISectionAGrp/PersonNm12Maurie D McInnis PhD
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