YALE WHIFFENPOOF ALUMNI INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
YALE WHIFFENPOOF ALUMNI INC (EIN 11-0039015)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202443199349304114
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T15:32:02ZReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431871840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HRB TAX GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 MAIN ST STE 102CAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN110039015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YALE WHIFFENPOOF ALUMNI INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYALEBusinessNameControlTxt
Phone9174460756PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 201712AddressLine1Txt
CityNew HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06520ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSPENCER L HARRISONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9174460756PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAllan AthertonPreparerPersonNm
PTINP00329551PTIN
Phone8004725625PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1PRESIDENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 201712AddressLine1Txt
CityNew HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06520ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$73,560GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WHIFFALUMNI.COM,WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionENCOURAGE AND SUPPORT A CAPELLA SINGINGActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$225,774PYContributionsGrantsAmt
CY Contributions Grants$63,909CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$40,509PYInvestmentIncomeAmt
CY Investment Income$9,651CYInvestmentIncomeAmt
PY Other Revenue$5,211PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$271,494PYTotalRevenueAmt
CY Total Revenue$73,560CYTotalRevenueAmt
PY Grants And Similar Paid$15,005PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,210CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$214,562PYOtherExpensesAmt
CY Other Expenses$61,810CYOtherExpensesAmt
PY Total Expenses$229,567PYTotalExpensesAmt
CY Total Expenses$76,020CYTotalExpensesAmt
PY Revenues Less Expenses$41,927PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,460CYRevenuesLessExpensesAmt
Total Assets BOY$521,568TotalAssetsBOYAmt
Total Assets EOY$533,240TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$521,568NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$533,240NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CHARTER OF YALE WHIFFENPOOF ALUMNI ASSOCIATION IS TO PROMOTE, ENHANCE AND ENCOURAGE THE PRESERVATION OF A CAPELLA SINGING, BOTH AT YALE UNIVERSIOTY AND IN ORGANIZATIONS BEYOND YALEMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$65,095ExpenseAmt
Grant$14,210GrantAmt
DescMADE GRANTS TO ENCOURAGE AND SUPPORT ACAPELLA SINGING GROUPS AT YALE W2 PROJECT - COMPLETED FEASIBILITY STUDY ON MUSIC CENTER FOR YALE SINGERSDesc
Total Program Service Expenses$65,095TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSPENCER HARRISONPersonNm
Phone9174460756PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11765 TEMPLE HILLS DRIVEAddressLine1Txt
CityLaguna BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JOHN B BURKE
PRESIDENT10.00Yes (X)$0$0$0
SPENCER L HARRISON
TREASURER2.00Yes (X)$0$0$0
WILLIAM WEBER
SECRETARY3.00Yes (X)$0$0$0
BARRY MCMURTREY
ASST SECRETARY1.00$0$0$0Yes (X)
THOMAS H BULLEIT
TRUSTEE1.00$0$0$0Yes (X)
STEPHAN WEIJOLA
VICE PRESIDENT2.00Yes (X)$0$0$0
ROBERT J EGGERS
TRUSTEE1.00$0$0$0Yes (X)
BRUICE W LEPPLA JR
INVESTMENT CHAIRMAN3.00$0$0$0Yes (X)
ERIC BRAVERMAN
TRUSTEE1.00$0$0$0Yes (X)
JOHN BROWN
TRUSTEE1.00$0$0$0Yes (X)
THOMAS DOLAN
TRUSTEE1.00$0$0$0Yes (X)
CLINTON MILLER
TRUSTEE1.00$0$0$0Yes (X)
STEPHEN ELLIOTT
TRUSTEE1.00$0$0$0Yes (X)
DAVID MCINTOSH
TRUSTEE1.00$0$0$0Yes (X)
ALEXANDER OKI
TRUSTEE1.00$0$0$0Yes (X)
PETER SIPPLE
TRUSTEE1.00$0$0$0Yes (X)
NORMAN STEIN
TRUSTEE1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$63,909AllOtherContributionsAmt
Total Contributions$63,909TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,651TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,560TotalRevenueColumnAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$14,210TotalAmt
Program Services$14,210ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,183TotalAmt
Management And General$2,183ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$50,885TotalAmt
Program Services$50,885ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$925TotalAmt
Management And General$925ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$945TotalAmt
Management And General$945ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,848TotalAmt
Management And General$1,848ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,024TotalAmt
Program Services$5,024ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$76,020TotalAmt
Program Services$70,119ProgramServicesAmt
Management And General$5,901ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$58,551BOYAmt
EOY$55,464EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$463,017BOYAmt
EOY$477,776EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$521,568BOYAmt
EOY$533,240EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$521,568BOYAmt
EOY$533,240EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$521,568BOYAmt
EOY$533,240EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,460ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$14,132NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,725CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,787CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,820CurrentTaxYearMinus1YearAmt
Current Tax Year$63,909CurrentTaxYearAmt
Total$179,663TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,725CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,787CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,820CurrentTaxYearMinus1YearAmt
Current Tax Year$63,909CurrentTaxYearAmt
Total$179,663TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$43,500SubstantialContributorsTotAmt
Public Support Total170$136,163PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,021CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,230CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,102CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,816CurrentTaxYearMinus1YearAmt
Current Tax Year$9,651CurrentTaxYearAmt
Total$47,820TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$5,212CurrentTaxYearMinus1YearAmt
Total$59,068TotalAmt
FieldValueIRS element (for citing)
Total Support$286,551TotalSupportAmt
Public Support CY1700.47520PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1YALE WHIFFENPOOFSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 202059AddressLine1Txt
CityNEW HAENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06520ZIPCd
FieldValueIRS element (for citing)
Recipient EIN061058196RecipientEIN
Cash Grant$14,210CashGrantAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI LINE 11RETURN PREARED PROFESSIONALLY AND REVIEWED WITH TREASURER
PART III LINE 4AMADE GRANTS TO ENCOURAGE AND SUPPORT ACAPPELLA SINGING GROUPS AT YALE
PART III LINE 4ACOMPLETED FEASIBILITY STUDY ON MUSIC CENTER FOR YALE SINGERS
PART VI LINE 198AVAILABLE ON REQUEST
PART VI LINE 20BOOKS AVAILABLE FROM SPENSER HARRISION, 1765 TEMPLE HILLS DRIVE, LAGUNA BEACH CA 92651

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