Civic Intelligence

Yhb Charitable Endowment Inc.

990 • Fiscal year 2014 • EIN 26-2552404

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

Organization ProfileYHBCE.ORG
29 South Main Street Suite 306West Hartford, CT 06107

(860) 561-7050

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

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

Liabilities / Revenue

6th percentile

0.00x

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

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

Net Margin

99th percentile

97%

Higher net margin than 99% 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

97th percentile

100%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

77th percentile

19%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,081,602

Up $2,538,866 (+100%) from 2013

Net Assets

Up

$5,081,602

Up $2,538,866 (+100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin99th percentile

Revenue

Up

$2,586,358

Up $416,653 (+19%) from 2013

Expenses

Down

$79,521

Down $24,650 (-24%) from 2013

Net Income

Up

$2,506,837

Up $441,303 (+21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$30M$20M$10M$0Assets 2011: $135,453Liabilities 2011: $0Net Assets 2011: $135,4532011Assets 2012: $552,475Liabilities 2012: $0Net Assets 2012: $552,4752012Assets 2013: $2,542,736Liabilities 2013: $0Net Assets 2013: $2,542,7362013Assets 2014: $5,081,602Liabilities 2014: $0Net Assets 2014: $5,081,6022014Assets 2015: $5,815,976Liabilities 2015: $0Net Assets 2015: $5,815,9762015Assets 2016: $7,248,841Liabilities 2016: $0Net Assets 2016: $7,248,8412016Assets 2017: $9,567,942Liabilities 2017: $0Net Assets 2017: $9,567,9422017Assets 2018: $10,488,717Liabilities 2018: $0Net Assets 2018: $10,488,7172018Assets 2019: $12,747,496Liabilities 2019: $0Net Assets 2019: $12,747,4962019Assets 2020: $15,034,808Liabilities 2020: $0Net Assets 2020: $15,034,8082020Assets 2021: $18,766,006Liabilities 2021: $0Net Assets 2021: $18,766,0062021Assets 2022: $21,606,319Liabilities 2022: $0Net Assets 2022: $21,606,3192022Assets 2023: $25,008,128Liabilities 2023: $0Net Assets 2023: $25,008,1282023Assets 2024: $28,564,715Liabilities 2024: $0Net Assets 2024: $28,564,7152024

Highlighted filing

2014

Assets$5,081,602
Liabilities$0
Net Assets$5,081,602
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$10M$5.0M$0Expenses 2011: $125,1522011Expenses 2012: $143,7602012Revenue 2013: $2,169,705Expenses 2013: $104,171Net Income 2013: $2,065,5342013Revenue 2014: $2,586,358Expenses 2014: $79,521Net Income 2014: $2,506,8372014Revenue 2015: $1,177,071Expenses 2015: $134,672Net Income 2015: $1,042,3992015Revenue 2016: $2,089,205Expenses 2016: $546,375Net Income 2016: $1,542,8302016Revenue 2017: $2,622,829Expenses 2017: $667,779Net Income 2017: $1,955,0502017Revenue 2018: $4,448,179Expenses 2018: $1,567,917Net Income 2018: $2,880,2622018Revenue 2019: $4,163,545Expenses 2019: $1,923,744Net Income 2019: $2,239,8012019Revenue 2020: $4,051,002Expenses 2020: $1,829,254Net Income 2020: $2,221,7482020Revenue 2021: $6,068,282Expenses 2021: $2,011,432Net Income 2021: $4,056,8502021Revenue 2022: $8,698,157Expenses 2022: $2,108,588Net Income 2022: $6,589,5692022Revenue 2023: $5,445,152Expenses 2023: $2,126,205Net Income 2023: $3,318,9472023Revenue 2024: $6,807,781Expenses 2024: $2,725,709Net Income 2024: $4,082,0722024

Highlighted filing

2014

Revenue$2,586,358
Expenses$79,521
Net Income$2,506,837
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$3,624,830
Mission and Program Overview

Mission

Yhb charitable endowment was formed to serve the charitable interests of its donors by offering individual donor advised funds. Such funds offer simplicity and flexibility as to the timing, amounts and beneficiaries of charitable donations. Donors have input as to how fund dollars are invested or, with larger accounts, can access personal asset management for their fund. Donors can create a legacy of giving to perpetuate family values or to honor the memory of a loved one.

Yhb charitable endowment was formed to serve the charitable interests of its donors by offering individual donor advised funds. Such funds offer simplicity and flexibility as to the timing, amounts and beneficiaries of charitable donations. Donors have input as to how fund dollars are invested or, with larger accounts, can access personal asset managment for their fund. Donors can create a legacy of giving to perpetuate family values or to honor the memory of a loved one.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,542,736$5,081,602▲ $2,538,866
Total Assets$2,542,736$5,081,602▲ $2,538,866
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,542,736$5,081,602▲ $2,538,866
Total Net Assets Fund Balance$2,542,736$5,081,602▲ $2,538,866
Total Liabilities and Net Assets / Fund Balance$2,542,736$5,081,602▲ $2,538,866

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,542,736$2,513,265▲ $105,122-$5,081,602
2013$552,475$2,038,696▲ $55,736-$2,542,736
2012$135,453$546,772▲ $14,010-$552,475
2011$149,530$106,789▲ $4,286-$135,453
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Paul R MartelPresident
Mark W EveretteVice President
Brenda SullivanBoard Member
Del HighamBoard Member
Dr Howard MarkBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,513,265
Program Service Revenue
$0
Investment Income
$73,093
Other Revenue
$0
All Other Contributions
$2,513,265
Change in Net Assets
$2,506,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,414
Other Expenses$12,107
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,200--$64,200
Fees for Service Investment Mgmnt Fees$11,974--$11,974
Foreign Grants$3,214--$3,214
Other Expenses$133--$133
Total Functional Expenses$79,521$0$0$79,521
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Dream ProgramWinooski, VT501(c)(3)General Supportgeneral Support$10,000
Apostolic Christian Church of Ellington Ct IncEllington, CT501(c)(3)General Support$5,000

International Summary

Offices
2
Employees
10
Spending
$3,214

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South America, Ecuador and Chimborazo ProvinceClinic Operations, Medicine and SuppliesN/a10$1,731
Central America and the CaribbeanClinic Operations, Medicine and SuppliesN/a110$1,483
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mark W EveretteBoard Vice-presidentTHE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 7% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS.No-
Paul R MartelBoard PresidentTHE BOARD PRESIDENT IS EMPLOYED AND OWNS 45% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The president and vice president own 45% and 7%, respectively of yhb investment advisors, inc. Which manages the funds.”

Form 990, Part VI, Section B, Line 11

“The board of directors reviews the form 990 before the form is submitted to the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Yhb Charitable Endowment Inc
EIN
26-2552404
Phone
8605617050
Address
29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT 06107

Signing Officer

Name
Paul Martel
Title
President
Phone
8605617050
Signed
2015-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Martel
Formed
2008
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Whittlesey & Hadley Pc
Address
280 TRUMBULL STREET 24TH FLOOR, HARTFORD, CT 06103
Preparer
Edward G Sullivan
Phone
8605223111
Raw XML AppendixShowing 400 of 425 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0YHB CHARITABLE ENDOWMENT WAS FORMED TO SERVE THE CHARITABLE INTERESTS OF ITS DONORS BY OFFERING INDIVIDUAL DONOR ADVISED FUNDS. SUCH FUNDS OFFER SIMPLICITY AND FLEXIBILITY AS TO THE TIMING, AMOUNTS AND BENEFICIARIES OF CHARITABLE DONATIONS. DONORS HAVE INPUT AS TO HOW FUND DOLLARS ARE INVESTED OR, WITH LARGER ACCOUNTS, CAN ACCESS PERSONAL ASSET MANAGMENT FOR THEIR FUND. DONORS CAN CREATE A LEGACY OF GIVING TO PERPETUATE FAMILY VALUES OR TO HONOR THE MEMORY OF A LOVED ONE.
IRS990/AllOtherContributionsAmt02513265
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAUL MARTEL
IRS990/BooksInCareOfDetail/PhoneNum08605617050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt029 SOUTH MAIN STREET SUITE 306
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST HARTFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006107
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02513265
IRS990/CYGrantsAndSimilarPaidAmt067414
IRS990/CYInvestmentIncomeAmt073093
IRS990/CYOtherExpensesAmt012107
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02506837
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt079521
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02586358
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt079521
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt011974
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011974
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt03214
IRS990/ForeignGrantsGrp/TotalAmt03214
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL R MARTEL
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK W EVERETTE
IRS990/Form990PartVIISectionAGrp/PersonNm2DEL HIGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3DR HOWARD MARK
IRS990/Form990PartVIISectionAGrp/PersonNm4BRENDA SULLIVAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt018269
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt067414
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt064200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt064200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01056741
IRS990/GrossReceiptsAmt03624830
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt054824
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054824
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02542736
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05081602
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01038472
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0YHB CHARITABLE ENDOWMENT WAS FORMED TO SERVE THE CHARITABLE INTERESTS OF ITS DONORS BY OFFERING INDIVIDUAL DONOR ADVISED FUNDS. SUCH FUNDS OFFER SIMPLICITY AND FLEXIBILITY AS TO THE TIMING, AMOUNTS AND BENEFICIARIES OF CHARITABLE DONATIONS. DONORS HAVE INPUT AS TO HOW FUND DOLLARS ARE INVESTED OR, WITH LARGER ACCOUNTS, CAN ACCESS PERSONAL ASSET MANAGEMENT FOR THEIR FUND. DONORS CAN CREATE A LEGACY OF GIVING TO PERPETUATE FAMILY VALUES OR TO HONOR THE MEMORY OF A LOVED ONE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02542736
IRS990/NetAssetsOrFundBalancesEOYAmt05081602
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt018269
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018269
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt032029
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0133
IRS990/OtherExpensesGrp/TotalAmt0133
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL MARTEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02038696
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0100789
IRS990/PYInvestmentIncomeAmt0131009
IRS990/PYOtherExpensesAmt03382
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02065534
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0104171
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02169705
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02506837
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02513265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02038696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0546772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0106789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05261141
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt05261141
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02513265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02038696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0546772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0106789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055619
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05261141
IRS990ScheduleA/TotalSupportAmt05261141
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt012107
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02542736
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02513265
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05081602
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt067414
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0105122
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03382
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0552475
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02038696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02542736
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0100789
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055736
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0350
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0135453
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0546772
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0552475
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0143410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0350
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0149530
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0106789
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0135453
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0124802
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04286
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt02513265
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt067414
IRS990ScheduleD/DonorAdvisedFundsHeldCnt016
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt05081602
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt110
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt01731
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt11483
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SOUTH AMERICA, ECUADOR AND CHIMBORAZO PROVINCE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0N/A
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1N/A
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0CLINIC OPERATIONS, MEDICINE AND SUPPLIES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1CLINIC OPERATIONS, MEDICINE AND SUPPLIES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt010
IRS990ScheduleF/SubtotalOfficesCnt02
IRS990ScheduleF/SubtotalSpentAmt03214
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0YHB IS AWARE THAT IT MUST APPLY STRICT STANDARDS OF COMPLIANCE BECAUSE OF THE LACK OF PUBLIC RESOURCES TO VERIFY THAT THE FOREIGN CHARITY EXISTS AND THAT ITS WORK IS CONSISTENT WITH THE OBJECTIVES OF THE DONOR ADVISED FUND MAKING THE GRANT AND YHB'S OWN STANDARDS. BEFORE ANY GRANT IS MADE, YHB DOES SUFFICIENT DUE DILIGENCE AND INVESTIGATION TO INSURE THAT SUCH IS THE CASE. WHILE THE MAJORITY OF GRANT REQUESTS ARE DOMESTIC, YHB RECOGNIZES THAT THE NEEDS, PARTICULARLY OF CHILDREN ARE GREAT IN MANY FOREIGN COUNTRIES, AND SEEKS TO ACCOMMODATE SUCH GIVING WHEN APPROPRIATE.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt010
IRS990ScheduleF/TotalOfficeCnt02
IRS990ScheduleF/TotalSpentAmt03214
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORTGENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE DREAM PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1APOSTOLIC CHRISTIAN CHURCH OF ELLINGTON CT INC
IRS990ScheduleI/RecipientTable/RecipientEIN0260030908
IRS990ScheduleI/RecipientTable/RecipientEIN1237357977
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 361
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt134 MIDDLE BUTCHER ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINOOSKI
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ELLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd005404
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106026
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1BOOK
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0YHB IS AWARE OF ITS RESPONSIBILITY TO ASSURE THAT DONATIONS FROM DONOR-ADVISED FUNDS ARE MADE ONLY TO NON-PROFIT ORGANIZATIONS ORGANIZED UNDER SECTION 501(C)3. YHB SUBSCRIBES TO A WELL-KNOWN PUBLIC DATA BASE OF SUCH NON-PROFITS AND RESEARCHES AND DOCUMENTS THE STATUS OF EACH CHARITY BEFORE ANY GRANT IS MADE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PAUL R MARTEL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MARK W EVERETTE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD VICE-PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE BOARD PRESIDENT IS EMPLOYED AND OWNS 45% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1THE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 7% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND VICE PRESIDENT OWN 45% AND 7%, RESPECTIVELY OF YHB INVESTMENT ADVISORS, INC. WHICH MANAGES THE FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE THE FORM IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0061283359
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0INVESTMENT MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0YHB INVESTMENT ADVISORS INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt029 SOUTH MAIN STREET SUITE 306
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0WEST HARTFORD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd006107
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YHB INVESTMENT ADVISORS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FUNDACION INTERNATIONAL BUEN SAMARITANO PAUL MARTEL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0462196101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO SERVE THE CHARITABLE INTERESTS BY OFFERING INDIVIDUAL DONOR ADVISED FUNDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08 CARYN LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEATOGUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006089
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02542736
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt05081602
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02542736
IRS990/TotalAssetsEOYAmt05081602
IRS990/TotalAssetsGrp/BOYAmt02542736
IRS990/TotalAssetsGrp/EOYAmt05081602
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02513265
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079521
IRS990/TotalFunctionalExpensesGrp/TotalAmt079521
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02542736
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05081602
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt079521
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054824
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018269
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02586358
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02542736
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05081602
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt029 SOUTH MAIN STREET SUITE 306
IRS990/USAddress/CityNm0WEST HARTFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006107
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0YHBCE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,081,602
Liabilities
$0
Net assets
$5,081,602
Revenue
$2,586,358
Expenses
$79,521
Net income
$2,506,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$6.81$2.73$4.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$0.00$25.0$5.45$2.13$3.32
2022Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$8.70$2.11$6.59
2021Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$6.07$2.01$4.06
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$4.05$1.83$2.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$4.16$1.92$2.24
2018Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$4.45$1.57$2.88
2017Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$2.62$0.67$1.96
2016Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$2.09$0.55$1.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$1.18$0.13$1.04
2014Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$2.59$0.08$2.51
2013Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$2.17$0.10$2.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.13