Civic Intelligence

Yale Alumni Scholarship Of

EIN 34-6523145 • 501(c)3 • Westlake, OH

Profile

To encourage the enrollment of qualified students to yale university, to assist in interviewing of students, & to provide scholarship funds to yale university for greater cleveland students.

2001 Crocker Road Suite 510Westlake, OH 44145
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

84th percentile

28%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

121%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,265,799

Up $940,847 (+28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,265,799

Up $940,847 (+28%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin99th percentile

Revenue

Up

$616,718

Up $337,876 (+121%) from 2023

Expenses

Down

$5,803

Down $50,437 (-90%) from 2023

Net Income

Up

$610,915

Up $388,313 (+174%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $1,823,620Liabilities 2020: $0Net Assets 2020: $1,823,6202020Assets 2021: $2,198,055Liabilities 2021: $0Net Assets 2021: $2,198,0552021Assets 2022: $2,824,289Liabilities 2022: $0Net Assets 2022: $2,824,2892022Assets 2023: $3,324,952Liabilities 2023: $0Net Assets 2023: $3,324,9522023Assets 2024: $4,265,799Liabilities 2024: $0Net Assets 2024: $4,265,7992024

Highlighted filing

2024

Assets$4,265,799
Liabilities$0
Net Assets$4,265,799
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0Revenue 2020: $110,208Expenses 2020: $40,304Net Income 2020: $69,9042020Revenue 2021: $242,157Expenses 2021: $35,008Net Income 2021: $207,1492021Revenue 2022: $1,343,564Expenses 2022: $37,470Net Income 2022: $1,306,0942022Revenue 2023: $278,842Expenses 2023: $56,240Net Income 2023: $222,6022023Revenue 2024: $616,718Expenses 2024: $5,803Net Income 2024: $610,9152024

Highlighted filing

2024

Revenue$616,718
Expenses$5,803
Net Income$610,915
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,265,799
Liabilities
$0
Net assets
$4,265,799
Revenue
$616,718
Expenses
$5,803
Net income
$610,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.62$0.01$0.61
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.28$0.06$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$1.34$0.04$1.31
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.24$0.04$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.11$0.04$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 10, 2025
Return Version
2023v6.0
Gross Receipts
$616,718
Mission and Program Overview

Mission

To encourage the enrollment of qualified students to Yale University, to assist in the interviewing of students for the admission to Yale University and to provide funds to Yale University for scholarships for Yale students from the Greater Cleveland area

To encourage the enrollment of qualified students to yale university, to assist in interviewing of students, & to provide scholarship funds to yale university for greater cleveland students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,059,111$4,098,707▲ $1,039,596
Cash and Non-Interest-Bearing Accounts$265,841$167,092▼ $98,749
Total Assets$3,324,952$4,265,799▲ $940,847
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,324,952$4,265,799▲ $940,847
Total Net Assets Fund Balance$3,324,952$4,265,799▲ $940,847
Total Liabilities and Net Assets / Fund Balance$3,324,952$4,265,799▲ $940,847
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Samuel S HartwellPresident, S
A R MichelTrustee
Arthur L Clements IiiTrustee
Daniel UrbanTrustee
David HerzerTrustee
Elizabeth a SullivanTrustee
Elliot SchlangTrustee
Holly Dickert-leonard MdTrustee
Joon-li KimTrustee
Mary Bruce Rae-grantTrustee
Myra Evans LapeyrolerieTrustee
Patricia BarzTrustee
Robert H BakerTrustee
Sarah Ott-hansenTrustee
Stephen Kaufman MdTrustee
William StewartTrustee
William Stewart JrTrustee
Karensa DifonzoYale U-Director F
Jeremiah QuinlanYale U-Director O
Henry Ott-hansenVP, Treasure
Revenue and Support

Revenue Composition

Contributions and Grants
$14,257
Program Service Revenue
$0
Investment Income
$602,461
Other Revenue
$0
All Other Contributions
$14,257
Change in Net Assets
$610,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,803
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$2,251-$2,251
Fees for Services Accounting-$1,500-$1,500
Office Expenses-$1,050-$1,050
Conferences and Meetings-$779-$779
Other Expenses-$23-$23
Total Functional Expenses$0$5,803$0$5,803
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“William stewart william stewart, jr. Family henry ott-hansen sarah ott-hansen family”

Form 990, Page 6, Part VI, Line 11B

“Irs form 990 was sent to each trustee for review before it was filed.”

Form 990, Page 6, Part VI, Line 19

“Documents are provided upon written request.”

Filing and Contact Details

Filer

Filer Name
Yale Alumni Scholarship of
EIN
34-6523145
Phone
2166963225
Address
2001 CROCKER ROAD SUITE 510, WESTLAKE, OH 44145

Signing Officer

Name
Samuel S Hartwell
Title
PRESIDENT, SEC'Y.
Phone
2166969253
Signed
2025-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel S Hartwell
Formed
1971
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
20

Preparer

Firm
Onpointe Advisors LLC
Address
20600 CHAGRIN BLVD STE 701, CLEVELAND, OH 44122
Preparer
David Leavitt
Phone
2165619200
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123
IRS990/OtherExpensesGrp/TotalAmt0200
IRS990/OtherExpensesGrp/TotalAmt123
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SAMUEL S HARTWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014278
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt051653
IRS990/PYInvestmentIncomeAmt0264564
IRS990/PYOtherExpensesAmt04587
IRS990/PYRevenuesLessExpensesAmt0222602
IRS990/PYTotalExpensesAmt056240
IRS990/PYTotalRevenueAmt0278842
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0610915
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALL OF THE ACTIVITIES OF THE ORGANIZATION DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE SUPPORTED ORGANIZATION IN MANY WAYS, INCLUDING INTERVIEWING APPLICANTS TO THE SUPPORTED ORGANIZAION, RAISING & PROVIDING FUNDS FOR SCHOLARSHIPS FOR STUDENTS ATTENDING THE SUPPORTED ORGANIZATION, & WORKING CLOSELY WITH THE ADMISSIONS & FINANCIAL AID OFFICES OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALL OF THE ACTIVITIES ENGAGED IN BY THE ORGANIZATION WOULD BE ENGAGED IN BY THE SUPPORTED ORGANIZATION BUT FOR THE ACTIVITIES OF THE ORGANIZATION, INCLUDING INTERVIEWING STUDENTS WHO HAVE APPLIED TO THE SUPPORTED ORGANIZATION, SUBMITTING RECOMMENDATIONS TO ITS ADMISSIONS OFFICE, & RAISING & PROVIDING FUNDS FOR SCHOLARSHIPS FOR STUDENTS ATTENDING THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646973
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YALE UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM STEWART WILLIAM STEWART, JR. FAMILY HENRY OTT-HANSEN SARAH OTT-HANSEN FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IRS FORM 990 WAS SENT TO EACH TRUSTEE FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03324952
IRS990/TotalAssetsEOYAmt04265799
IRS990/TotalAssetsGrp/BOYAmt03324952
IRS990/TotalAssetsGrp/EOYAmt04265799
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014257
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05803
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05803
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03324952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04265799
IRS990/TotalRevenueGrp/ExclusionAmt046514
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0555947
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0616718
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03324952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04265799
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02001 CROCKER ROAD
IRS990/USAddress/CityNm0WESTLAKE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044145
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL S HARTWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, SEC'Y.
ReturnHeader/BusinessOfficerGrp/PhoneNum02166969253
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YALE ALUMNI SCHOLARSHIP OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CLEVELAND INC
ReturnHeader/Filer/BusinessNameControlTxt0YALE
ReturnHeader/Filer/EIN0346523145
ReturnHeader/Filer/PhoneNum02166963225
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 CROCKER ROAD SUITE 510
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044145
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853725125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ONPOINTE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020600 CHAGRIN BLVD STE 701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum02165619200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LEAVITT
ReturnHeader/ReturnTs02025-05-05T22:11:13-04:00

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