Civic Intelligence

Phelps Association

990 • Fiscal year 2025 • EIN 06-6069051

Jul 01, 2024 to Jun 30, 2025

Organization ProfileN/A
PO Box 202047New Haven, CT 06520-2047

(203) 624-1013

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$9,786,210

Up $284,907 (+3.0%) from 2024

Net Assets

Up

$9,744,330

Up $264,998 (+2.8%) from 2024

Liabilities

Up

$41,880

Up $19,909 (+91%) from 2024

Revenue And Expenses

Revenue

Up

$478,684

Up $193,905 (+68%) from 2024

Expenses

Up

$628,592

Up $128,152 (+26%) from 2024

Net Income

Up

-$149,908

Up $65,753 (+30%) from 2024

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: $9,479,3322024Assets 2025: $9,786,210Liabilities 2025: $41,880Net Assets 2025: $9,744,3302025

Highlighted filing

2025

Assets$9,786,210
Liabilities$41,880
Net Assets$9,744,330
Open 2025 Filing

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: -$215,6612024Revenue 2025: $478,684Expenses 2025: $628,592Net Income 2025: -$149,9082025

Highlighted filing

2025

Revenue$478,684
Expenses$628,592
Net Income-$149,908
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
May 15, 2026
Return Version
2024v5.5
Gross Receipts
$1,442,347
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$6,342,842$6,674,768▲ $331,926
Land, Buildings, and Equipment, Net$2,980,178$2,831,141▼ $149,037
Cash and Non-Interest-Bearing Accounts$32,147$160,267▲ $128,120
Investments Other Securities$115,838$82,926▼ $32,912
Pledges and Grants Receivable$15,400$22,450▲ $7,050
Intangible Assets$12,889$11,132▼ $1,757
Prepaid Expenses and Deferred Charges$2,009$3,526▲ $1,517
Total Assets$9,501,303$9,786,210▲ $284,907
Liabilities
Accounts Payable and Accrued Expenses$15,571$31,426▲ $15,855
Other Liabilities$6,400$10,454▲ $4,054
Total Liabilities$21,971$41,880▲ $19,909
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,640,049$9,739,882▲ $1,099,833
Net Assets With Donor Restrictions$839,283$4,448▼ $834,835
Total Net Assets Fund Balance$9,479,332$9,744,330▲ $264,998
Total Liabilities and Net Assets / Fund Balance$9,501,303$9,786,210▲ $284,907

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,669,258$2,277,783$4,947,041
Other Land Buildings$34,689$127,555$162,244
Land$127,194-$127,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$6,463,127-▲ $771,221$426,650$6,765,142
2023$6,408,293-▲ $643,354$539,260$6,463,127
2022$6,094,825-▲ $798,418$435,805$6,408,293
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard RobertsPresident/governor
Barry SvigalsGovernor
Bradford WilliamsGovernor
Cash WarrenGovernor
Chris SkardonGovernor
Elizabeth FastGovernor
Hallie HobsonGovernor
Isaac WassermanGovernor
Jessica OgilvieGovernor
John R EttingerGovernor
John SchmidtGovernor
Kameka DempseyGovernor
Margaret MorrisGovernor
Nathaniel CartmellGovernor
Pamela JenningsGovernor
Peter MarshallGovernor
Steve AbramowitzGovernor
Steve SherrillGovernor
Christina HelburnSecretary/governor
John T EttingerTreasurer/governor
Revenue and Support

Revenue Composition

Contributions and Grants
$122,363
Program Service Revenue
$0
Investment Income
$356,321
Other Revenue
$0
All Other Contributions
$122,363
Change in Net Assets
$-149,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$545,736
Salaries, Compensation, and Employee Benefits$78,721
Total Fundraising Expense$58,842
Grants and Similar Amounts Paid$4,135
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$160,489--$160,489
Occupancy$121,807$14,330$7,165$143,302
Fees for Services Other$28,533$23,997$23,997$76,527
Other Salaries and Wages$34,494$30,182$7,186$71,862
Conferences and Meetings$23,303$3,884$11,651$38,838
Insurance$30,211$4,879$3,356$38,446
Fees for Service Investment Mgmnt Fees-$38,421-$38,421
Other Expenses$33,253--$33,253
Fees for Services Accounting-$7,500-$7,500
Payroll Taxes$3,292$2,881$686$6,859
Information Technology$507$1,014$3,548$5,069
Grants to Domestic Individuals$3,635--$3,635
Office Expenses$1,053$1,085$1,053$3,191
Advertising$500-$200$700
Grants to Domestic Orgs$500--$500
Total Functional Expenses$441,577$128,173$58,842$628,592
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$8,004
Payroll Tax Payable$2,450
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Co-president
Phone
2036241013
Signed
2026-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Roberts
Formed
1884
Legal Domicile
Ct
Voting Board Members
19
Independent Board Members
19
Employees
5
Volunteers
9

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 IX, Line 11G

“Consulting services: program service expenses 21,497. Management and general expenses 21,497. Fundraising expenses 21,497. Total expenses 64,491. Alumni coordinator: program service expenses 2,500. Management and general expenses 2,500. Fundraising expenses 2,500. Total expenses 7,500. Arcitect fees: program service expenses 4,536. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,536.”

FORM 990, PART XI, LINE 9:

“ROUNDING ADJUSTMENT 7.”

Raw XML AppendixShowing 400 of 536 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/BOYAmt015571
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt031426
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH ASSOCIATION ACTIVITIES.
IRS990/AdvertisingGrp/FundraisingAmt0200
IRS990/AdvertisingGrp/ProgramServicesAmt0500
IRS990/AdvertisingGrp/TotalAmt0700
IRS990/AllOtherContributionsAmt0122363
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANA HARVEY CPA
IRS990/BooksInCareOfDetail/PhoneNum02033877771
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03013 DIXWELL AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMDEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006518
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt032147
IRS990/CashNonInterestBearingGrp/EOYAmt0160267
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt011651
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03884
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt023303
IRS990/ConferencesMeetingsGrp/TotalAmt038838
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0122363
IRS990/CYGrantsAndSimilarPaidAmt04135
IRS990/CYInvestmentIncomeAmt0356321
IRS990/CYOtherExpensesAmt0545736
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-149908
IRS990/CYSalariesCompEmpBnftPaidAmt078721
IRS990/CYTotalExpensesAmt0628592
IRS990/CYTotalFundraisingExpenseAmt058842
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0478684
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0160489
IRS990/DepreciationDepletionGrp/TotalAmt0160489
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/DonorRestrictionNetAssetsGrp/BOYAmt0839283
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04448
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0437442
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07500
IRS990/FeesForServicesAccountingGrp/TotalAmt07500
IRS990/FeesForServicesOtherGrp/FundraisingAmt023997
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023997
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt028533
IRS990/FeesForServicesOtherGrp/TotalAmt076527
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt038421
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt038421
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
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/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0JESSICA OGILVIE
IRS990/Form990PartVIISectionAGrp/PersonNm1NATHANIEL CARTMELL
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm3BARRY SVIGALS
IRS990/Form990PartVIISectionAGrp/PersonNm4KAMEKA DEMPSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN R ETTINGER
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE ABRAMOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm8ELIZABETH FAST
IRS990/Form990PartVIISectionAGrp/PersonNm9HALLIE HOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MARGARET MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm11CASH WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm12ISAAC WASSERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTINA HELBURN
IRS990/Form990PartVIISectionAGrp/PersonNm14BRADFORD WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN T ETTINGER
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVE SHERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm17RICHARD ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm18PAMELA JENNINGS
IRS990/Form990PartVIISectionAGrp/PersonNm19CHRIS SKARDON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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/TitleTxt0GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19GOVERNOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01884
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0218004
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03635
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03635
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01181667
IRS990/GrossReceiptsAmt01442347
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03548
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01014
IRS990/InformationTechnologyGrp/ProgramServicesAmt0507
IRS990/InformationTechnologyGrp/TotalAmt05069
IRS990/InsuranceGrp/FundraisingAmt03356
IRS990/InsuranceGrp/ManagementAndGeneralAmt04879
IRS990/InsuranceGrp/ProgramServicesAmt030211
IRS990/InsuranceGrp/TotalAmt038446
IRS990/IntangibleAssetsGrp/BOYAmt012889
IRS990/IntangibleAssetsGrp/EOYAmt011132
IRS990/InvestmentIncomeGrp/ExclusionAmt0138317
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0138317
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0115838
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt082926
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06342842
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06674768
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02405338
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02980178
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02831141
IRS990/LandBldgEquipCostOrOtherBssAmt05236479
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0963663
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/NetAssetsOrFundBalancesBOYAmt09479332
IRS990/NetAssetsOrFundBalancesEOYAmt09744330
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0218004
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0218004
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0414899
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08640049
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09739882
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07165
IRS990/OccupancyGrp/ManagementAndGeneralAmt014330
IRS990/OccupancyGrp/ProgramServicesAmt0121807
IRS990/OccupancyGrp/TotalAmt0143302
IRS990/OfficeExpensesGrp/FundraisingAmt01053
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01085
IRS990/OfficeExpensesGrp/ProgramServicesAmt01053
IRS990/OfficeExpensesGrp/TotalAmt03191
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt07
IRS990/OtherExpensesGrp/Desc0UNDERGRADUATE SUPPORT
IRS990/OtherExpensesGrp/ProgramServicesAmt033253
IRS990/OtherExpensesGrp/TotalAmt033253
IRS990/OtherLiabilitiesGrp/BOYAmt06400
IRS990/OtherLiabilitiesGrp/EOYAmt010454
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07186
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030182
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034494
IRS990/OtherSalariesAndWagesGrp/TotalAmt071862
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0686
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02881
IRS990/PayrollTaxesGrp/ProgramServicesAmt03292
IRS990/PayrollTaxesGrp/TotalAmt06859
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015400
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt022450
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02009
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03526
IRS990/PrincipalOfficerNm0RICHARD ROBERTS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION PROVIDES GRANTS AND SCHOLARSHIPS TO YALE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04135
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04135
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION PROVIDES SUPPORT TO VARIOUS COMMUNITY BASED ORGANIZATIONS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt068073
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07630
IRS990/PYInvestmentIncomeAmt0216706
IRS990/PYOtherExpensesAmt0415471
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-215661
IRS990/PYSalariesCompEmpBnftPaidAmt077339
IRS990/PYTotalExpensesAmt0500440
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0284779
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-149908
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0122363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt068073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt079340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0138436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt091158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0499370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0138317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0155751
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt067194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0199898
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0253911
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0815071
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35050
IRS990ScheduleA/PublicSupportPY170Pct00.35450
IRS990ScheduleA/PublicSupportTotal170Amt0460659
IRS990ScheduleA/SubstantialContributorsTotAmt038711
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0122363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt068073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt079340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0138436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt091158
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0499370
IRS990ScheduleA/TotalSupportAmt01314441
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/BoardDesignatedBalanceEOYPct00.99000
IRS990ScheduleD/BuildingsGrp/BookValueAmt02669258
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02277783
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04947041
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt038421
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06463127
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06765142
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04135
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0771221

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,786,210
Liabilities
$41,880
Net assets
$9,744,330
Revenue
$478,684
Expenses
$628,592
Net income
-$149,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.79$0.04$9.74$0.48$0.63$0.15
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