Civic Intelligence

The Yankee Institute for Public Policy Studies Inc.

990 • Fiscal year 2013 • EIN 52-1358144

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 23, 2014

Organization ProfileWWW.YANKEEINSTITUTE.ORG
800 Connecticut Blvd Suite 30206108

(860) 282-0722

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

99th percentile

$151,786

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 34.4% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

5th percentile

-71%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$63,465

Down $155,234 (-71%) from 2012

Net Assets

Down

$63,465

Down $155,234 (-71%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin10th percentile

Revenue

Down

$440,812

Down $172,812 (-28%) from 2012

Expenses

Up

$596,046

Up $27,141 (+4.8%) from 2012

Net Income

Down

-$155,234

Down $199,953 (-447%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $222,535Liabilities 2010: $0Net Assets 2010: $222,5352010Assets 2011: $173,980Liabilities 2011: $0Net Assets 2011: $173,9802011Assets 2012: $218,699Liabilities 2012: $0Net Assets 2012: $218,6992012Assets 2013: $63,465Liabilities 2013: $0Net Assets 2013: $63,4652013Assets 2014: $122,051Liabilities 2014: $0Net Assets 2014: $122,0512014Assets 2015: $292,343Liabilities 2015: $0Net Assets 2015: $292,3432015Assets 2016: $408,856Liabilities 2016: $0Net Assets 2016: $408,8562016Assets 2017: $426,377Liabilities 2017: $0Net Assets 2017: $426,3772017Assets 2018: $1,178,287Liabilities 2018: $13,750Net Assets 2018: $1,164,5372018Assets 2019: $1,879,721Liabilities 2019: $6,250Net Assets 2019: $1,873,4712019Assets 2020: $2,422,911Liabilities 2020: $11,218Net Assets 2020: $2,411,6932020Assets 2021: $3,225,283Liabilities 2021: $0Net Assets 2021: $3,225,2832021Assets 2022: $2,903,948Liabilities 2022: $25,283Net Assets 2022: $2,878,6652022Assets 2023: $2,560,960Liabilities 2023: $58,186Net Assets 2023: $2,502,7742023Assets 2024: $2,034,655Liabilities 2024: $124,484Net Assets 2024: $1,910,1712024

Highlighted filing

2013

Assets$63,465
Liabilities$0
Net Assets$63,465
Open 2013 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $582,392Expenses 2010: $534,620Net Income 2010: $47,7722010Revenue 2011: $496,526Expenses 2011: $545,081Net Income 2011: -$48,5552011Revenue 2012: $613,624Expenses 2012: $568,905Net Income 2012: $44,7192012Revenue 2013: $440,812Expenses 2013: $596,046Net Income 2013: -$155,2342013Revenue 2014: $561,232Expenses 2014: $502,646Net Income 2014: $58,5862014Revenue 2015: $815,112Expenses 2015: $644,820Net Income 2015: $170,2922015Revenue 2016: $1,135,282Expenses 2016: $1,018,769Net Income 2016: $116,5132016Revenue 2017: $1,497,661Expenses 2017: $1,480,140Net Income 2017: $17,5212017Revenue 2018: $2,281,522Expenses 2018: $1,561,002Net Income 2018: $720,5202018Revenue 2019: $2,312,322Expenses 2019: $1,603,388Net Income 2019: $708,9342019Revenue 2020: $1,798,908Expenses 2020: $1,260,704Net Income 2020: $538,2042020Revenue 2021: $2,285,850Expenses 2021: $1,435,235Net Income 2021: $850,6152021Revenue 2022: $1,639,522Expenses 2022: $1,975,272Net Income 2022: -$335,7502022Revenue 2023: $2,165,641Expenses 2023: $2,537,340Net Income 2023: -$371,6992023Revenue 2024: $1,969,569Expenses 2024: $2,562,172Net Income 2024: -$592,6032024

Highlighted filing

2013

Revenue$440,812
Expenses$596,046
Net Income-$155,234
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 23, 2014
Return Version
2013v3.1
Gross Receipts
$451,945
Mission and Program Overview

Mission

The organization's primary exempt purpose is to educate the general public about efficiency of services provided by government through government public policy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$218,699$63,465▼ $155,234
Cash and Non-Interest-Bearing Accounts$204,568$38,479▼ $166,089
Savings and Temporary Cash Investments$9,897$21,050▲ $11,153
Land, Buildings, and Equipment, Net$3,234$2,936▼ $298
Total Assets$218,699$63,465▼ $155,234
Other Assets Total$1,000$1,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$218,699$63,465▼ $155,234
Total Liabilities and Net Assets / Fund Balance$218,699$63,465▼ $155,234

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,501$2,796$5,297
Equipment$435$2,348$2,783
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fergus CullenExecutive DiFT$130,000$21,786$151,786
Fergus CullenExecutive Director-$130,000$21,786$151,786

Board Members and Trustees

NameTitle
Robert SimmonsChairman
Andrew JonesDirector
Daniel GresselDirector
Judi FreedmanDirector
Ken BoudreauDirector
Kevin NorthDirector
Penny YoungDirector
George SchieleDirector/sec
Gerald GundersonDirector/tre
Revenue and Support

Revenue Composition

Contributions and Grants
$440,792
Program Service Revenue
$0
Investment Income
$20
Other Revenue
$0
All Other Contributions
$440,792
Change in Net Assets
$-155,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$313,765
Other Expenses$282,281
Total Fundraising Expense$4,480
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$289,800--$289,800
Office Expenses$104,876$3,000-$107,876
Insurance$29,710$4,716-$34,426
Advertising$34,365--$34,365
Fees for Services Other$25,050$2,319-$27,369
Payroll Taxes$23,965--$23,965
Information Technology$17,653$170-$17,823
All Other Expenses$6,427$7,847-$14,274
Occupancy-$8,472-$8,472
Other Expenses$9,194$6,274$4,480$4,480
Travel-$3,449-$3,449
Depreciation Depletion-$1,679-$1,679
Fees for Services Legal-$1,500-$1,500
Fees for Services Accounting-$75-$75
Total Functional Expenses$552,065$39,501$4,480$596,046
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 9

“Ken boudreau 4 porter road farmington, ct 06032 daniel gressel 88 cedar cliff road riverside, ct 06878 gerald gunderson 6 andrew drive simsbury, ct 06089 george schiele 19 hill road greenwich, ct 06830 andrew jones 4 compo parkway westport, ct 06880 penny young 52 indian rock road new canaan, ct 06840 robert simmons p.o. Box 268 stonington, ct 06378 kevin north 15 pennington drive simsbury, ct 06070”

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

“The executive director reviews the form 990 that has been prepared by a cpa prior to filing. Copies of the form 990 are provided to all members of the board of directors.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's compensation is established by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Compensation of officers and key employees is determined by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public on an as requested basis.”

Filing and Contact Details

Filer

EIN
52-1358144
Phone
8602820722

Signing Officer

Name
Carol Platt Liebau
Title
President
Phone
8602820722
Signed
2014-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Platt Liebau
Formed
1984
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
4

Preparer

Preparer
William H Campbell
Phone
8606571040
Raw XML AppendixShowing 400 of 403 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO EDUCATE THE GENERAL PUBLIC ABOUT EFFICIENCY OF SERVICES PROVIDED BY GOVERNMENT THROUGH GOVERNMENT PUBLIC POLICY.
IRS990/AdvertisingGrp/ProgramServicesAmt034365
IRS990/AdvertisingGrp/TotalAmt034365
IRS990/AllOtherContributionsAmt0440792
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07847
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06427
IRS990/AllOtherExpensesGrp/TotalAmt014274
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JESSICA BUCHANAN
IRS990/BooksInCareOfDetail/PhoneNum08602820722
IRS990/BooksInCareOfDetail/USAddress/AddressLine10800 CONNECTICUT BLVD SUITE 302
IRS990/BooksInCareOfDetail/USAddress/City0EAST HARTFORD
IRS990/BooksInCareOfDetail/USAddress/State0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode006108
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0204568
IRS990/CashNonInterestBearingGrp/EOYAmt038479
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0440792
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020
IRS990/CYOtherExpensesAmt0282281
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-155234
IRS990/CYSalariesCompEmpBnftPaidAmt0313765
IRS990/CYTotalExpensesAmt0596046
IRS990/CYTotalFundraisingExpenseAmt04480
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0440812
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01679
IRS990/DepreciationDepletionGrp/TotalAmt01679
IRS990/Desc0EDUCATION AND PUBLIC AWARENESS OF PUBLIC POLICIES THAT PROMOTE EFFICIENCY IN GOVERNMENT THROUGH PUBLIC SPEAKING, EDUCATIONAL EVENTS, NEWSPAPER OP-EDS, TV, RADIO, NEWSLETTERS AND THE INTERNET.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0552065
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt075
IRS990/FeesForServicesAccountingGrp/TotalAmt075
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesLegalGrp/TotalAmt01500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02319
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt025050
IRS990/FeesForServicesOtherGrp/TotalAmt027369
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
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/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/OtherCompensationAmt921786
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN BOUDREAU
IRS990/Form990PartVIISectionAGrp/PersonNm1JUDI FREEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL GRESSEL
IRS990/Form990PartVIISectionAGrp/PersonNm3GERALD GUNDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE SCHIELE
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREW JONES
IRS990/Form990PartVIISectionAGrp/PersonNm6PENNY YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm8KEVIN NORTH
IRS990/Form990PartVIISectionAGrp/PersonNm9FERGUS CULLEN
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/ReportableCompFromOrgAmt9130000
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/TRE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR/SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-149
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010984
IRS990/GrossReceiptsAmt0451945
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0170
IRS990/InformationTechnologyGrp/ProgramServicesAmt017653
IRS990/InformationTechnologyGrp/TotalAmt017823
IRS990/InsuranceGrp/ManagementAndGeneralAmt04716
IRS990/InsuranceGrp/ProgramServicesAmt029710
IRS990/InsuranceGrp/TotalAmt034426
IRS990/InvestmentIncomeGrp/ExclusionAmt0169
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0169
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05144
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03234
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02936
IRS990/LandBldgEquipCostOrOtherBssAmt08080
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011133
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO EDUCATE THE GENERAL PUBLIC ABOUT EFFICIENCY OF SERVICES PROVIDED BY GOVERNMENT THROUGH GOVERNMENT PUBLIC POLICY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0218699
IRS990/NetAssetsOrFundBalancesEOYAmt063465
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-149
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-149
IRS990/NoncashContributionsAmt011133
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08472
IRS990/OccupancyGrp/TotalAmt08472
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03000
IRS990/OfficeExpensesGrp/ProgramServicesAmt0104876
IRS990/OfficeExpensesGrp/TotalAmt0107876
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01000
IRS990/OtherAssetsTotalGrp/EOYAmt01000
IRS990/OtherExpensesGrp/Desc0INTERSHIPS
IRS990/OtherExpensesGrp/Desc1EDUCATION EVENTS-CATERING
IRS990/OtherExpensesGrp/Desc2DUES & SUBSRIPTIONS
IRS990/OtherExpensesGrp/Desc3DONOR DATABASE
IRS990/OtherExpensesGrp/FundraisingAmt04480
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06274
IRS990/OtherExpensesGrp/ProgramServicesAmt011025
IRS990/OtherExpensesGrp/ProgramServicesAmt19194
IRS990/OtherExpensesGrp/TotalAmt011025
IRS990/OtherExpensesGrp/TotalAmt19194
IRS990/OtherExpensesGrp/TotalAmt26274
IRS990/OtherExpensesGrp/TotalAmt34480
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0289800
IRS990/OtherSalariesAndWagesGrp/TotalAmt0289800
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt023965
IRS990/PayrollTaxesGrp/TotalAmt023965
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CAROL PLATT LIEBAU
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0610226
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt039
IRS990/PYOtherExpensesAmt0258084
IRS990/PYOtherRevenueAmt03359
IRS990/PYRevenuesLessExpensesAmt044719
IRS990/PYSalariesCompEmpBnftPaidAmt0309696
IRS990/PYTotalExpensesAmt0568905
IRS990/PYTotalProfFndrsngExpnsAmt01125
IRS990/PYTotalRevenueAmt0613624
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-155234
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0218699
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt063465
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09897
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021050
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER INCOME 3,359
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0440792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0610226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0481463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0583680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0462638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02578799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0145
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0368
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03359
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03359
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98560
IRS990ScheduleA/PublicSupportPY170Pct00.97040
IRS990ScheduleA/PublicSupportTotal170Amt02545450
IRS990ScheduleA/SubstantialContributorsTotAmt033349
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0440792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0610226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0481463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0583680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0462638
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02578799
IRS990ScheduleA/TotalSupportAmt02582526
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0435
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02348
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02783
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02501
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02796
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05297
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02936
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0130000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt021786
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FERGUS CULLEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0151786
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEN BOUDREAU 4 PORTER ROAD FARMINGTON, CT 06032 DANIEL GRESSEL 88 CEDAR CLIFF ROAD RIVERSIDE, CT 06878 GERALD GUNDERSON 6 ANDREW DRIVE SIMSBURY, CT 06089 GEORGE SCHIELE 19 HILL ROAD GREENWICH, CT 06830 ANDREW JONES 4 COMPO PARKWAY WESTPORT, CT 06880 PENNY YOUNG 52 INDIAN ROCK ROAD NEW CANAAN, CT 06840 ROBERT SIMMONS P.O. BOX 268 STONINGTON, CT 06378 KEVIN NORTH 15 PENNINGTON DRIVE SIMSBURY, CT 06070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 THAT HAS BEEN PREPARED BY A CPA PRIOR TO FILING. COPIES OF THE FORM 990 ARE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S COMPENSATION IS ESTABLISHED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON AN AS REQUESTED BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0218699
IRS990/TotalAssetsEOYAmt063465
IRS990/TotalAssetsGrp/BOYAmt0218699
IRS990/TotalAssetsGrp/EOYAmt063465
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0440792
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04480
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039501
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0552065
IRS990/TotalFunctionalExpensesGrp/TotalAmt0596046
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0218699
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt063465
IRS990/TotalOtherCompensationAmt021786
IRS990/TotalProgramServiceExpensesAmt0552065
IRS990/TotalReportableCompFromOrgAmt0130000
IRS990/TotalRevenueGrp/ExclusionAmt020
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0440812
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0218699
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063465
IRS990/TravelGrp/ManagementAndGeneralAmt03449
IRS990/TravelGrp/TotalAmt03449
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10800 CONNECTICUT BLVD SUITE 302
IRS990/USAddress/City0EAST HARTFORD
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode006108
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.YANKEEINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL PLATT LIEBAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08602820722
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE YANKEE INSTITUTE FOR PUBLIC
ReturnHeader/Filer/BusinessName/BusinessNameLine20POLICY STUDIES INC
ReturnHeader/Filer/BusinessNameControlTxt0YANK
ReturnHeader/Filer/EIN0521358144
ReturnHeader/Filer/PhoneNum08602820722
ReturnHeader/Filer/USAddress/AddressLine10800 CONNECTICUT BLVD SUITE 302
ReturnHeader/Filer/USAddress/City0EAST HARTFORD
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061275003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAM H CAMPBELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1026 NAUBUC AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006033
ReturnHeader/PreparerPersonGrp/PhoneNum08606571040
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H CAMPBELL
ReturnHeader/ReturnTs02014-10-24T12:51:17-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,465
Liabilities
$0
Net assets
$63,465
Revenue
$440,812
Expenses
$596,046
Net income
-$155,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.12$1.91$1.97$2.56$0.59
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.06$2.50$2.17$2.54$0.37
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.03$2.88$1.64$1.98$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$2.29$1.44$0.85
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.41$1.80$1.26$0.54
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.01$1.87$2.31$1.60$0.71
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.16$2.28$1.56$0.72
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.50$1.48$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.14$1.02$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.82$0.64$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.56$0.50$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.44$0.60$0.16
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.61$0.57$0.04
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.50$0.55$0.05
2010Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.58$0.53$0.05