Civic Intelligence

Phelps Association

990 • Fiscal year 2014 • EIN 06-6069051

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 25, 2015

PO Box 202047New Haven, CT 06520-2047

(203) 624-1013

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.05x

Higher debt load relative to revenue than 21% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

71st percentile

9.9%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$6,845,255

Up $613,880 (+9.9%) from 2013

Net Assets

Up

$6,814,393

Up $639,637 (+10%) from 2013

Liabilities

Down

$30,862

Down $25,757 (-45%) from 2013

Revenue

Down

$601,695

Down $307,005 (-34%) from 2013

Expenses

Up

$422,180

Up $48,720 (+13%) from 2013

Net Income

Down

$179,515

Down $355,725 (-66%) from 2013

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: $5,851,049Liabilities 2011: $40,150Net Assets 2011: $5,810,8992011Assets 2012: $5,672,523Liabilities 2012: $33,007Net Assets 2012: $5,639,5162012Assets 2013: $6,231,375Liabilities 2013: $56,619Net Assets 2013: $6,174,7562013Assets 2014: $6,845,255Liabilities 2014: $30,862Net Assets 2014: $6,814,3932014Assets 2015: $6,899,699Liabilities 2015: $24,690Net Assets 2015: $6,875,0092015Assets 2016: $6,570,897Liabilities 2016: $27,462Net Assets 2016: $6,543,4352016Assets 2017: $6,845,010Liabilities 2017: $5,664Net Assets 2017: $6,839,3462017Assets 2018: $8,866,702Liabilities 2018: $43,236Net Assets 2018: $8,823,4662018Assets 2019: $9,252,374Liabilities 2019: $285,561Net Assets 2019: $8,966,8132019Assets 2020: $8,624,272Liabilities 2020: $8,048Net Assets 2020: $8,616,2242020Assets 2021: $10,029,647Liabilities 2021: $42,206Net Assets 2021: $9,987,4412021Assets 2022: $9,024,598Liabilities 2022: $116,636Net Assets 2022: $8,907,9622022Assets 2023: $9,281,458Liabilities 2023: $13,115Net Assets 2023: $9,268,3432023Assets 2024: $9,501,303Liabilities 2024: $21,971Net Assets 2024: $9,479,3322024

Highlighted filing

2014

Assets$6,845,255
Liabilities$30,862
Net Assets$6,814,393

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $353,2742011Expenses 2012: $423,8902012Revenue 2013: $908,700Expenses 2013: $373,460Net Income 2013: $535,2402013Revenue 2014: $601,695Expenses 2014: $422,180Net Income 2014: $179,5152014Revenue 2015: $607,049Expenses 2015: $373,427Net Income 2015: $233,6222015Revenue 2016: $322,924Expenses 2016: $379,655Net Income 2016: -$56,7312016Revenue 2017: $365,879Expenses 2017: $359,290Net Income 2017: $6,5892017Revenue 2018: $2,394,634Expenses 2018: $380,125Net Income 2018: $2,014,5092018Revenue 2019: $397,992Expenses 2019: $395,931Net Income 2019: $2,0612019Revenue 2020: $415,871Expenses 2020: $423,793Net Income 2020: -$7,9222020Revenue 2021: $804,152Expenses 2021: $453,547Net Income 2021: $350,6052021Revenue 2022: $541,566Expenses 2022: $457,842Net Income 2022: $83,7242022Revenue 2023: $136,534Expenses 2023: $507,382Net Income 2023: -$370,8482023Revenue 2024: $284,779Expenses 2024: $500,440Net Income 2024: -$215,6612024

Highlighted filing

2014

Revenue$601,695
Expenses$422,180
Net Income$179,515
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 25, 2015
Return Version
2013v4.0
Gross Receipts
$1,204,122
Mission and Program Overview

Mission

To support the educational, social and professional development of its members through association activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,286,090$4,583,894▲ $297,804
Land, Buildings, and Equipment, Net$1,336,415$1,644,046▲ $307,631
Investments Other Securities$510,411$541,110▲ $30,699
Cash and Non-Interest-Bearing Accounts$30,433$27,600▼ $2,833
Savings and Temporary Cash Investments$25,410--
Pledges and Grants Receivable$11,250$17,525▲ $6,275
Prepaid Expenses and Deferred Charges$824--
Total Assets$6,231,375$6,845,255▲ $613,880
Other Assets Total$30,542$31,080▲ $538
Liabilities
Other Liabilities$25,601$26,881▲ $1,280
Accounts Payable and Accrued Expenses$31,018$3,981▼ $27,037
Total Liabilities$56,619$30,862▼ $25,757
Net Assets / Fund Balance
Unrestricted Net Assets$6,174,756$6,814,393▲ $639,637
Total Net Assets Fund Balance$6,174,756$6,814,393▲ $639,637
Total Liabilities and Net Assets / Fund Balance$6,231,375$6,845,255▲ $613,880

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,452,072$1,083,442$2,535,514
Other Land Buildings$64,780$106,523$171,303
Land$127,194-$127,194
Other Securities$541,110--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jessica OgilviePresident
Nathaniel CartmellVice President
Peter TruebnerSecretary
Koby SadanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
John Canning & Co LtdBuilding Improvements-$291,100
Revenue and Support

Revenue Composition

Contributions and Grants
$229,499
Program Service Revenue
$0
Investment Income
$366,198
Other Revenue
$5,998
All Other Contributions
$229,499
Change in Net Assets
$179,515

Audited Revenue Reconciliation

Revenue per Audited Statements
$601,695
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$460,122
Total Revenue per Audited Statements
$1,061,817
Total Revenue per Form 990
$601,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,943
Salaries, Compensation, and Employee Benefits$84,687
Total Fundraising Expense$42,647
Grants and Similar Amounts Paid$4,550
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$95,579$42,198-$137,777
Depreciation Depletion$74,151$24,717-$98,868
Other Salaries and Wages$27,075$19,339$30,942$77,356
Fees for Service Investment Mgmnt Fees-$33,657-$33,657
Other Expenses$20,943--$20,943
Office Expenses$4,645$4,645$6,194$15,484
Conferences and Meetings$4,422$4,422$2,212$11,056
Fees for Services Legal-$7,658-$7,658
Fees for Services Accounting-$7,500-$7,500
Payroll Taxes$2,199$1,833$3,299$7,331
Grants to Domestic Individuals$4,550--$4,550
Total Functional Expenses$233,564$145,969$42,647$422,180

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loans Payable - Life Insurance$26,881
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization consists of members that attended yale university and were selected for membership based on academic,social and other acheivments.

Form 990, Part VI, Section A, Line 7A

The board of governors has a nominating committee and the board will elect new members of the governing body.

Form 990, Part VI, Section A, Line 7B

Changes to the constitution or bylaws of the association must be voted on by the membership of the association.

Form 990, Part VI, Section B, Line 11

A copy of the return was provided to the officers of the organization to review before filing.

Form 990, Part VI, Section C, Line 19

The organization makes its documents available to the public upon contacting the office and meeting at a time that is convenient to both parties.

Filing and Contact Details

Filer

EIN
06-6069051
Phone
2036241013

Signing Officer

Name
Jessica Ogilvie
Title
President
Phone
2036241013
Signed
2015-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Ogilvie
Formed
1884
Legal Domicile
Ct
Voting Board Members
22
Independent Board Members
22
Employees
5
Volunteers
0

Preparer

Preparer
Dana Harvey CPA
Phone
2033877771
Raw XML Appendix390 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt031018
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03981
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH ASSOCIATION ACTIVITIES.
IRS990/AllOtherContributionsAmt0229499
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10DANA HARVEY CPA
IRS990/BooksInCareOfDetail/PhoneNum02033877771
IRS990/BooksInCareOfDetail/USAddress/AddressLine103013 DIXWELL AVENUE
IRS990/BooksInCareOfDetail/USAddress/City0HAMDEN
IRS990/BooksInCareOfDetail/USAddress/State0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode006518
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt030433
IRS990/CashNonInterestBearingGrp/EOYAmt027600
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt02212
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04422
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04422
IRS990/ConferencesMeetingsGrp/TotalAmt011056
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0291100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10150 COMMERCE CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0CHESHIRE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode006410
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10JOHN CANNING & CO LTD
IRS990/ContractorCompensationGrp/ServicesDesc0BUILDING IMPROVEMENTS
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0229499
IRS990/CYGrantsAndSimilarPaidAmt04550
IRS990/CYInvestmentIncomeAmt0366198
IRS990/CYOtherExpensesAmt0332943
IRS990/CYOtherRevenueAmt05998
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0179515
IRS990/CYSalariesCompEmpBnftPaidAmt084687
IRS990/CYTotalExpensesAmt0422180
IRS990/CYTotalFundraisingExpenseAmt042647
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0601695
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt024717
IRS990/DepreciationDepletionGrp/ProgramServicesAmt074151
IRS990/DepreciationDepletionGrp/TotalAmt098868
IRS990/Desc0MOST OF THE ASSOCIATIONS EXPENSES ARE FOR THE MAINTAINANCE & OPERATION OF A BUILDING USED BY THE UNDERGRADUATE MEMBERS AT YALE UNIVERSITY TO FURTHER THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0229014
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07500
IRS990/FeesForServicesAccountingGrp/TotalAmt07500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07658
IRS990/FeesForServicesLegalGrp/TotalAmt07658
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt033657
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt033657
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JESSICA OGILVIE
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER TRUEBNER
IRS990/Form990PartVIISectionAGrp/PersonNm2KOBY SADAN
IRS990/Form990PartVIISectionAGrp/PersonNm3NATHANIEL CARTMELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01884
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0125444
IRS990/GainOrLossGrp/SecuritiesAmt095742
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt04550
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04550
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0125444
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0698169
IRS990/GrossReceiptsAmt01204122
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0145012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0145012
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0510411
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0541110
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04286090
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04583894
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01189965
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01336415
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01644046
IRS990/LandBldgEquipCostOrOtherBssAmt02834011
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0602427
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH ASSOCIATION ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06174756
IRS990/NetAssetsOrFundBalancesEOYAmt06814393
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0221186
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0221186
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0460122
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt042198
IRS990/OccupancyGrp/ProgramServicesAmt095579
IRS990/OccupancyGrp/TotalAmt0137777
IRS990/OfficeExpensesGrp/FundraisingAmt06194
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04645
IRS990/OfficeExpensesGrp/ProgramServicesAmt04645
IRS990/OfficeExpensesGrp/TotalAmt015484
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030542
IRS990/OtherAssetsTotalGrp/EOYAmt031080
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNDERGRADUATE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt020943
IRS990/OtherExpensesGrp/TotalAmt020943
IRS990/OtherLiabilitiesGrp/BOYAmt025601
IRS990/OtherLiabilitiesGrp/EOYAmt026881
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE CLAIM PROCEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05998
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05998
IRS990/OtherRevenueTotalAmt05998
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt030942
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019339
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027075
IRS990/OtherSalariesAndWagesGrp/TotalAmt077356
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03299
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01833
IRS990/PayrollTaxesGrp/ProgramServicesAmt02199
IRS990/PayrollTaxesGrp/TotalAmt07331
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017525
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0824
IRS990/PrincipalOfficerNm0JESSICA OGILVIE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION PROVIDES GRANTS AND SCHOLARSHIPS TO YALE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04550
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04550
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0379639
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04663
IRS990/PYInvestmentIncomeAmt0321261
IRS990/PYOtherExpensesAmt0280268
IRS990/PYOtherRevenueAmt0207800
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0535240
IRS990/PYSalariesCompEmpBnftPaidAmt088529
IRS990/PYTotalExpensesAmt0373460
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0908700
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0179515
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0229499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0379639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt079325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt085708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt091402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0865573
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0366198
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0524489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0156349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0307649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0229252
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01583937
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014595
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05998
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04572
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08798
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019368
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35060
IRS990ScheduleA/PublicSupportPY170Pct00.37700
IRS990ScheduleA/PublicSupportTotal170Amt0865573
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0229499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0379639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt079325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt085708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt091402
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0865573
IRS990ScheduleA/TotalSupportAmt02468878
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01452072
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01083442
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02535514
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0127194
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0127194
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0460122
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064780
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0106523
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0171303
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026881
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOANS PAYABLE - LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0541110
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0460122
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0601695
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01644046
IRS990ScheduleD/TotalBookValueSecuritiesAmt0541110
IRS990ScheduleD/TotalExpensesPerForm990Amt00
IRS990ScheduleD/TotalLiabilityAmt026881
IRS990ScheduleD/TotalRevenuePerForm990Amt0601695
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01061817
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF MEMBERS THAT ATTENDED YALE UNIVERSITY AND WERE SELECTED FOR MEMBERSHIP BASED ON ACADEMIC,SOCIAL AND OTHER ACHEIVMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF GOVERNORS HAS A NOMINATING COMMITTEE AND THE BOARD WILL ELECT NEW MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES TO THE CONSTITUTION OR BYLAWS OF THE ASSOCIATION MUST BE VOTED ON BY THE MEMBERSHIP OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE RETURN WAS PROVIDED TO THE OFFICERS OF THE ORGANIZATION TO REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON CONTACTING THE OFFICE AND MEETING AT A TIME THAT IS CONVENIENT TO BOTH PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06231375
IRS990/TotalAssetsEOYAmt06845255
IRS990/TotalAssetsGrp/BOYAmt06231375
IRS990/TotalAssetsGrp/EOYAmt06845255
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0229499
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt042647
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0145969
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0233564
IRS990/TotalFunctionalExpensesGrp/TotalAmt0422180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056619
IRS990/TotalLiabilitiesEOYAmt030862
IRS990/TotalLiabilitiesGrp/BOYAmt056619
IRS990/TotalLiabilitiesGrp/EOYAmt030862
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06174756
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06814393
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0233564
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0366198
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05998
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0601695
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06231375
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06845255
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06174756
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06814393
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 202047
IRS990/USAddress/City0NEW HAVEN
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode0065202047
IRS990/VotingMembersGoverningBodyCnt022
IRS990/VotingMembersIndependentCnt022
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA OGILVIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02036241013
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHELPS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PHEL
ReturnHeader/Filer/EIN0066069051
ReturnHeader/Filer/PhoneNum02036241013
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 202047
ReturnHeader/Filer/USAddress/City0NEW HAVEN
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0065202047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061298465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SM ESPOSITO & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103013 DIXWELL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006518
ReturnHeader/PreparerPersonGrp/PhoneNum02033877771
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA HARVEY CPA
ReturnHeader/ReturnTs02015-02-26T08:18:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.50$0.02$9.48$0.28$0.50$0.22
2023Detailed filing. Detailed filing data is available for this year.$9.28$0.01$9.27$0.14$0.51$0.37
2022Detailed filing. Detailed filing data is available for this year.$9.02$0.12$8.91$0.54$0.46$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.04$9.99$0.80$0.45$0.35
2020Detailed filing. Detailed filing data is available for this year.$8.62$0.01$8.62$0.42$0.42$0.01
2019Detailed filing. Detailed filing data is available for this year.$9.25$0.29$8.97$0.40$0.40$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.04$8.82$2.39$0.38$2.01
2017Detailed filing. Detailed filing data is available for this year.$6.85$0.01$6.84$0.37$0.36$0.01
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.57$0.03$6.54$0.32$0.38$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.02$6.88$0.61$0.37$0.23
2014Detailed filing. Detailed filing data is available for this year.$6.85$0.03$6.81$0.60$0.42$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.23$0.06$6.17$0.91$0.37$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$0.03$5.64$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.04$5.81$0.35