Civic Intelligence

Phelps Association

990 • Fiscal year 2022 • EIN 06-6069051

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileN/A
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

21st percentile

0.01x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.22x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-33%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$9,024,598

Down $1,005,049 (-10%) from 2021

Net Assets

Down

$8,907,962

Down $1,079,479 (-11%) from 2021

Liabilities

Up

$116,636

Up $74,430 (+176%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin65th percentile

Revenue

Down

$541,566

Down $262,586 (-33%) from 2021

Expenses

Up

$457,842

Up $4,295 (+0.9%) from 2021

Net Income

Down

$83,724

Down $266,881 (-76%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2022

Assets$9,024,598
Liabilities$116,636
Net Assets$8,907,962
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

2022

Revenue$541,566
Expenses$457,842
Net Income$83,724
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$970,134
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$6,766,043$5,908,464▼ $857,579
Land, Buildings, and Equipment, Net$2,731,804$2,771,556▲ $39,752
Investments Other Securities$396,447$186,362▼ $210,085
Cash and Non-Interest-Bearing Accounts$82,677$113,679▲ $31,002
Pledges and Grants Receivable$28,880$27,965▼ $915
Intangible Assets$18,412$16,572▼ $1,840
Prepaid Expenses and Deferred Charges$5,384$0▼ $5,384
Total Assets$10,029,647$9,024,598▼ $1,005,049
Liabilities
Accounts Payable and Accrued Expenses$9,841$102,993▲ $93,152
Other Liabilities$32,365$13,643▼ $18,722
Total Liabilities$42,206$116,636▲ $74,430
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,266,990$8,239,652▼ $1,027,338
Net Assets With Donor Restrictions$720,451$668,310▼ $52,141
Total Net Assets Fund Balance$9,987,441$8,907,962▼ $1,079,479
Total Liabilities and Net Assets / Fund Balance$10,029,647$9,024,598▼ $1,005,049

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,619,284$1,825,086$4,444,370
Other Land Buildings$25,078$127,555$152,633
Land$127,194-$127,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$7,162,490-▼ $776,735$242,223$6,094,825
2020$5,684,267$318,792▲ $1,438,506$216,882$7,162,490
2019$7,364,053-▲ $16,725$1,637,638$5,684,267
2018$7,361,776-▲ $462,356$417,205$7,364,053
2017$5,286,584$2,004,700▲ $249,913$127,500$7,361,776
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Nathaniel CartmellPresident/governor
Barry SvigalsGovernor
Bradford WilliamsGovernor
Cash WarrenGovernor
Charlie BantaGovernor
Christina HelburnGovernor
Elizabeth FastGovernor
Hallie HobsonGovernor
Hilla MellerGovernor
Hope WeisslerGovernor
Hunter ReisnerGovernor
Isaac WassermanGovernor
Jessica OgilvieGovernor
John BarkerGovernor
John R EttingerGovernor
John SchmidtGovernor
Kameka DempseyGovernor
Margaret MorrisGovernor
Steve AbramowitzGovernor
Steve SherrillGovernor
Tom MccanceGovernor
David GoodSecretary
John T EttingerTreasurer/governor
Peter MarshallVice Pres/governor
Revenue and Support

Revenue Composition

Contributions and Grants
$155,092
Program Service Revenue
$0
Investment Income
$386,474
Other Revenue
$0
All Other Contributions
$155,092
Change in Net Assets
$83,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$380,983
Salaries, Compensation, and Employee Benefits$70,359
Total Fundraising Expense$26,565
Grants and Similar Amounts Paid$6,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$141,930--$141,930
Occupancy$122,870$13,652-$136,522
Other Salaries and Wages$21,788$20,038$21,000$62,826
Fees for Service Investment Mgmnt Fees-$42,207-$42,207
Other Expenses$30,047--$30,047
Office Expenses$2,623$2,623$2,703$7,949
Payroll Taxes$2,486$2,185$2,862$7,533
Fees for Services Accounting-$7,500-$7,500
Insurance-$6,035-$6,035
Grants to Domestic Individuals$6,000--$6,000
Fees for Services Other$3,178--$3,178
Conferences and Meetings$1,367$1,367-$2,734
Travel$2,500--$2,500
Grants to Domestic Orgs$500--$500
Information Technology-$381-$381
Total Functional Expenses$335,289$95,988$26,565$457,842
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
Unfunded Commitments$13,643
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
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 2

“Four members of the board of governors are related. John r. Ettinger (father) and john t. Ettinger (son). John schmidt (father) and christina helburn (daughter)”

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 achievements.”

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 11B

“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

Filer Name
Phelps Association
EIN
06-6069051
Phone
2036241013
Address
PO BOX 202047, NEW HAVEN, CT 06520-2047

Signing Officer

Name
Nathaniel M Cartmell Iii
Title
President
Phone
2036241013
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathaniel M Cartmell Iii
Formed
1884
Legal Domicile
Ct
Voting Board Members
25
Independent Board Members
25
Employees
5
Volunteers
8

Preparer

Firm
Sm Esposito & Co Pc
Address
3013 DIXWELL AVENUE, HAMDEN, CT 06518
Preparer
Dana Harvey CPA
Phone
2033877771
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING ADJUSTMENT 1.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRES/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23GOVERNOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01884
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0186571
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0615139
IRS990/GrossReceiptsAmt0970134
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0381
IRS990/InformationTechnologyGrp/TotalAmt0381
IRS990/InsuranceGrp/ManagementAndGeneralAmt06035
IRS990/InsuranceGrp/TotalAmt06035
IRS990/IntangibleAssetsGrp/BOYAmt018412
IRS990/IntangibleAssetsGrp/EOYAmt016572
IRS990/InvestmentIncomeGrp/ExclusionAmt0199903
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0199903
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0396447
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0186362
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06766043
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05908464
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01952641
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02731804
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02771556
IRS990/LandBldgEquipCostOrOtherBssAmt04724197
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0428568
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/NetAssetsOrFundBalancesBOYAmt09987441
IRS990/NetAssetsOrFundBalancesEOYAmt08907962
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0186571
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0186571
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1163204
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09266990
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08239652
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt013652
IRS990/OccupancyGrp/ProgramServicesAmt0122870
IRS990/OccupancyGrp/TotalAmt0136522
IRS990/OfficeExpensesGrp/FundraisingAmt02703
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02623
IRS990/OfficeExpensesGrp/ProgramServicesAmt02623
IRS990/OfficeExpensesGrp/TotalAmt07949
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0UNDERGRADUATE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt030047
IRS990/OtherExpensesGrp/TotalAmt030047
IRS990/OtherLiabilitiesGrp/BOYAmt032365
IRS990/OtherLiabilitiesGrp/EOYAmt013643
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020038
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021788
IRS990/OtherSalariesAndWagesGrp/TotalAmt062826
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02862
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02185
IRS990/PayrollTaxesGrp/ProgramServicesAmt02486
IRS990/PayrollTaxesGrp/TotalAmt07533
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt028880
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt027965
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05384
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0NATHANIEL M CARTMELL III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION PROVIDES GRANTS AND SCHOLARSHIPS TO YALE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0386253
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04000
IRS990/PYInvestmentIncomeAmt0417899
IRS990/PYOtherExpensesAmt0388624
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0350605
IRS990/PYSalariesCompEmpBnftPaidAmt060923
IRS990/PYTotalExpensesAmt0453547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0804152
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt083724
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST AS PUBLIC SUPPORT EXEEEDS THE 10% THRESHOLD OF AND STILL RETAINS ITS CHARITABLE PURPOSE OF SUPPORTING COLLEGE STUDENTS BY PROMOTING EDUCATIONAL, COMMUNITY AND SOCIAL ACTIVITIES. DUE TO COVID-19 THE PAST TWO YEARS FUNDRAISING HAS BEEN CHALLENGING, AS MANY EVENTS THAT BROUGHT THE COMMUNITY TOGETHER AND PROMOTED GIVING TO THE ORGANIZATION WERE POSTPONED AND THE ORGANIZATION WAS LEFT TO JUST MAILINGS. THE BOARD HAS MADE EFFORTS TO INCREASE THE FUNDRAISING THROUGH OTHER ELECTRONIC MEANS TO GO ALONG WITH PAPER MAILINGS, UPDATED CONTACT LISTS, AND HAS NOW RESUMED IN PERSON EVENTS THAT WILL AID IN THE FUNDRAISING PROCESS. THE ORGANIZATION REMAINS COMMITTED TO INCREASE THE AMOUNT OF PUBLIC SUPPORT ABOVE THE 33 1/3% TRESHOLD. THE EXECUTIVE BOARD OPERATED ON A COMPLETELY VOLUNTEER BASIS AND HAS INVESTED IN STAFF TO FACILITATE THE FUNDRAISING INITIATIVE. THE ORGANIZATION WILL CONTINUE TO SUPPORT SUDENTS AND THE NEW HAVEN COMMUNITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: BEQUEST DATE: 10/14/21 AMOUNT: 41101.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0138436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt091158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0109599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0470236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0386474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0417898
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0187271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0157951
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01255541
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02351
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt019031
IRS990ScheduleA/OtherIncome170Grp/TotalAmt021382
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26910
IRS990ScheduleA/PublicSupportPY170Pct00.29820
IRS990ScheduleA/PublicSupportTotal170Amt0470236
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0138436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt091158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076916

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,024,598
Liabilities
$116,636
Net assets
$8,907,962
Revenue
$541,566
Expenses
$457,842
Net income
$83,724
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