DWIGHT HALL AT YALE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DWIGHT HALL AT YALE (EIN 06-0653140)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-10
- IRS object ID
- 202601009349301255
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T12:52:03-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472517893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEERS HAMERMAN COHEN & BURGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CHURCH STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060653140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DWIGHT HALL AT YALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DWIG | BusinessNameControlTxt |
| Phone | 2034322420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 209008 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065209008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER CRUMLISH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2034322420 | PhoneNum |
| Signature | 2026-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCIS BRODERICK | PreparerPersonNm |
| PTIN | P01437465 | PTIN |
| Phone | 2037876527 | PhoneNum |
| Preparation | 2026-03-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER CRUMLISH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 209008 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065209008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,330,853 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DWIGHTHALL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 4481 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,075,830 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,653,324 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,424 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,670 | CYProgramServiceRevenueAmt |
| PY Investment Income | $618,108 | PYInvestmentIncomeAmt |
| CY Investment Income | $621,747 | CYInvestmentIncomeAmt |
| PY Other Revenue | $37,219 | PYOtherRevenueAmt |
| CY Other Revenue | $25,112 | CYOtherRevenueAmt |
| PY Total Revenue | $3,754,581 | PYTotalRevenueAmt |
| CY Total Revenue | $4,330,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,120,183 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,209,451 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $182,318 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,205,370 | PYOtherExpensesAmt |
| CY Other Expenses | $1,285,505 | CYOtherExpensesAmt |
| PY Total Expenses | $3,325,553 | PYTotalExpensesAmt |
| CY Total Expenses | $3,494,956 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $429,028 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $835,897 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,414,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,656,939 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $404,599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,097 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,010,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,572,842 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $868,371 | ExpenseAmt |
| Desc | STUDENT SERVICE OPPORTUNITIES AND CIVIC ENGAGEMENT - COMPRISING 87 GROUPS, STUDENT-LED PROGRAMMING IS A CORE ASPECT OF THE WORK OF DWIGHT HALL AT YALE. LED BY A STUDENT EXECUTIVE COMMITTEE THAT PROVIDES GOVERNANCE AND GUIDANCE, THE GROUPS FORGE TRUSTED PARTNERSHIPS WITH NEW HAVEN NEIGHBORHOODS AND COMMUNITIES AROUND THE WORLD. STUDENT-LED MEMBER GROUPS WORK ON VARIOUS CAUSES AND ISSUES, INCLUDING MENTORSHIP AND TUTORING, HUNGER, HOMELESSNESS, PEACE, AND HEALTH EDUCATION. WHILE DWIGHT HALL RESOURCES SUCH AS FUNDING, TRANSPORTATION, WORKING SPACE, AND PUBLICITY ARE UTILIZED, IT IS THE TRAINING, MENTORING, AND REFLECTION THAT PROVIDE THE GREATEST SUPPORT TO THE STUDENT GROUPS.IN THE 2024-2025 ACADEMIC YEAR, THE ORGANIZATION ENGAGED 4,481 VOLUNTEERS WHO CONTRIBUTED MORE THAN 59,895 HOURS OF DIRECT SERVICE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $643,686 | ExpenseAmt |
| Desc | FELLOWSHIPS AND EXPERIENTIAL LEARNING - DWIGHT HALL AT YALE NOW OFFERS 26 DISTINCT PROGRAMS, INCLUDING FELLOWSHIPS, INTERNSHIPS, AND OTHER LEADERSHIP DEVELOPMENT OPPORTUNITIES FOR STUDENTS. THROUGH THE SUPPORT OF DWIGHT HALL AT YALE STAFF, STUDENTS ENGAGE WITH INTERNAL YALE COMMUNITIES AND EXTERNAL ORGANIZATIONS, COMMUNITY PARTNERS, AND AGENCIES DEDICATED TO PARTICULAR AREAS OF SERVICE AND COMMUNITY NEED. DWIGHT HALL URBAN FELLOWS SEEK TO UNCOVER AND ADDRESS URBAN CHALLENGES THROUGH NEIGHBORHOOD COLLABORATION, COMMUNITY-LED SOLUTIONS, AND ECONOMIC DEVELOPMENT. DWIGHT HALL SUMMER FELLOWS IS AN INSTITUTIONAL PROGRAM THROUGH WHICH STUDENTS DESIGN A PROJECT IN CONJUNCTION WITH FIELD EXPERTS THAT IS REALISTIC, WILL SHOW DEMONSTRATABLE RESULTS, AND CONTRIBUTES POSITIVELY TO THE COMMUNITY. PUBLIC SCHOOL INTERNS SERVE AS LIAISONS BETWEEN THE YALE COMMUNITY AND A NEW HAVEN PUBLIC SCHOOL TO WHICH THEY ARE ASSIGNED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,645,070 | ExpenseAmt |
| Revenue | $30,670 | RevenueAmt |
| Desc | CO-OP AFTER SCHOOL - A SIGNATURE PROGRAM OF DWIGHT HALL AT YALE CO-OP AFTER SCHOOL IS THE ONLY AFTER SCHOOL MODEL IN THE COUNTRY THAT CONTINUALLY EVOLVES AROUND THE NEEDS OF HIGH SCHOOL STUDENTS TO ACCOMODATE THEIR VOLUNTARY PARTICIPATION. SINCE 2010, DWIGHT HALL AT YALE HAS BEEN A RECIPIENT OF THE CONNECTICUT STATE DEPARTMENT OF EDUCATION'S AFTER SCHOOL GRANT AND HAS MANAGED AND OPERATED THE PROGRAM IN CONJUNCTION WITH NEW HAVEN'S COOPERATIVE ARTS AND HUMANITIES INTERDISTRICT MAGNET HIGH SCHOOL. THE PROGRAM MODEL IS BUILT ON FREEDOM OF CHOICE AND BREADTH OF OPPORTUNITY, WHICH LEADS TO A DEPTH OF EXPERIENCE MANIFESTED IN POSITIVE SOCIAL RELATIONSHIPS, INCREASED SELF-EXPRESSION, AND HIGHER ACADEMIC PERFORMANCE.YALE PRISON EDUCATION INITIATIVE - A SIGNATURE PROGRAM OF DWIGHT HALL AT YALETHE YALE PRISON EDUCATION INITIATIVE (YPEI) WAS FOUNDED AS A DWIGHT HALL PROGRAM IN 2016 TO BRING ACCESS TO RIGOROUS, FOR-CREDIT YALE LIBERAL ARTS COURSES AND OTHER PROGRAMMING TO INCARCERATED STUDENTS IN CONNECTICUT PRISONS. IN FISCAL YEAR 2025, YPEI CONTINUED ITS EXPANSION INTO A YEAR-ROUND DEGREE-GRANTING PROGRAM IN PARTNERSHIP WITH THE UNIVERSITY OF NEW HAVEN AND OFFERED COLLEGE-TO-CAREER FELLOWSHIPS TO FORMERLY INCARCERATED STUDENTS. AS OF 2025, THE PROGRAM HAS FACILITATED OVER 1,300 UNIQUE ENROLLMENTS IN CREDIT-BEARING YALE OR UNIVERSITY OF NEW HAVEN COLLEGE COURSES FOR 117 INCARCERATED STUDENTS. EMERGING PROJECTSAS A KEY COMPONENT OF OUR ADVANCE PORTFOLIO, DWIGHT HALL'S EMERGING PROJECT SPONSORSHIP PROVIDES SUPPORT TO NEW HAVEN COMMUNITY LEADERS ADDRESSING LOCAL NEEDS BY SUPPLYING: GUIDANCE FOR STRATEGIC PLANNING, VISIONING, AND PROGRAM DEVELOPMENT; FISCAL SPONSORSHIP AND FIDUCIARY SERVICES; AND MATERIAL RESOURCES SUCH AS WORKSPACES, SUPPLIES, AND TECHNOLOGY.IN THE 2024-2025 ACADEMIC YEAR, DWIGHT HALL SUPPORTED MORE THAN A DOZEN UNIQUE EMERGING PROJECTS AND INITIATIVES. THESE INITIATIVES INCLUDED ENRICH HEALTH, TRUANCY LESSENED THROUGH COLLABORATION INITIATIVE, YALE BIOTECH CLUB, JEANNOT BASIMA BASKETBALL CAMP AND FOUNDATION, HEALING BY GROWING FARMS, AND OTHERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,146 | ExpenseAmt |
| Desc | IN FISCAL YEAR 2025, DWIGHT HALL AT YALE CONTINUED TO SUPPORT INNOVATIVE STUDENT-LED GROUPS LIKE THE DWIGHT HALL SOCIALLY RESPONSIBLE INVESTMENT FUND. THIS ORGANIZATION NOW CONSISTS OF A COMMUNITY INVESTMENT TEAM MAKING GRANTS TO NEW HAVEN ORGANIZATIONS, A SHAREHOLDER ENGAGEMENT TEAM, AND A PORTFOLIO TEAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,146 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,165,273 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2034322420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 HIGH STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRADFORD WILLIAMS | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANDRA LEE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA HUIZAR | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MOSHIN ANSARI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| IMAM OMER BAJWA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH BARON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ABIE BENITEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MADELINE KERNER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FERENTZ LAFARGUE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID DODSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MEYER | ||||||
| INVESTMENT COMMITTEE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RANDI ROTH | ||||||
| AUDIT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN LOFTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NILAKSHI PARNDIGAMAGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM TOMPKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA BLANDING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIRAN TAHIR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLIE LOPEZ | ||||||
| STUDENT EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN MEOLA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARRIE LANGE | ||||||
| STUDENT EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAOLA FLORES SANCHEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HIROKO KAWASE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER CRUMLISH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $155,788 | $0 | $34,884 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $155,788 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,884 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $169,400 | GovernmentGrantsAmt |
| All Other Contributions | $3,483,924 | AllOtherContributionsAmt |
| Total Contributions | $3,653,324 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE INCOME | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $30,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,670 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,670 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $621,747 | TotalRevenueColumnAmt |
| Exclusion | $621,747 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,112 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,112 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,112 | TotalRevenueColumnAmt |
| Exclusion | $25,112 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,330,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,670 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $646,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,436 | TotalAmt |
| Program Services | $203,318 | ProgramServicesAmt |
| Management And General | $10,360 | ManagementAndGeneralAmt |
| Fundraising | $16,758 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,596,939 | TotalAmt |
| Program Services | $1,423,248 | ProgramServicesAmt |
| Management And General | $66,547 | ManagementAndGeneralAmt |
| Fundraising | $107,144 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,076 | TotalAmt |
| Program Services | $326,850 | ProgramServicesAmt |
| Management And General | $20,960 | ManagementAndGeneralAmt |
| Fundraising | $34,266 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,254 | TotalAmt |
| Program Services | $461,532 | ProgramServicesAmt |
| Management And General | $25,722 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,748 | TotalAmt |
| Program Services | $48,711 | ProgramServicesAmt |
| Management And General | $6,413 | ManagementAndGeneralAmt |
| Fundraising | $15,624 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,053 | TotalAmt |
| Program Services | $15,457 | ProgramServicesAmt |
| Management And General | $1,731 | ManagementAndGeneralAmt |
| Fundraising | $865 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,519 | TotalAmt |
| Program Services | $79,256 | ProgramServicesAmt |
| Management And General | $224 | ManagementAndGeneralAmt |
| Fundraising | $1,039 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,357 | TotalAmt |
| Program Services | $27,321 | ProgramServicesAmt |
| Management And General | $3,036 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,267 | TotalAmt |
| Program Services | $3,113 | ProgramServicesAmt |
| Management And General | $5,154 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $561,671 | $551,657 | $5,701 | $4,313 |
| OPERATIONAL SUPPORT | $28,636 | $24,810 | $1,517 | $2,309 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,494,956 | TotalAmt |
| Program Services | $3,165,273 | ProgramServicesAmt |
| Management And General | $147,365 | ManagementAndGeneralAmt |
| Fundraising | $182,318 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,161 | BOYAmt |
| EOY | $420,838 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,705 | BOYAmt |
| EOY | $611,094 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,198 | BOYAmt |
| EOY | $1,561,929 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907 | BOYAmt |
| EOY | $1,030 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $216,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $191,262 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,108 | BOYAmt |
| EOY | $24,751 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,225 | BOYAmt |
| EOY | $223,025 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,959,635 | BOYAmt |
| EOY | $12,788,772 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,828 | BOYAmt |
| EOY | $25,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,414,767 | BOYAmt |
| EOY | $15,656,939 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,804 | BOYAmt |
| EOY | $33,052 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,295 | BOYAmt |
| EOY | $50,545 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,599 | BOYAmt |
| EOY | $84,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,724,545 | BOYAmt |
| EOY | $10,344,017 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,285,623 | BOYAmt |
| EOY | $5,228,825 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,010,168 | BOYAmt |
| EOY | $15,572,842 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,414,767 | BOYAmt |
| EOY | $15,656,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $835,897 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $691,777 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $35,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,405,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,838,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,051,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,075,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,653,324 | CurrentTaxYearAmt |
| Total | $12,024,721 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,405,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,838,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,051,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,075,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,653,324 | CurrentTaxYearAmt |
| Total | $12,024,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $772,731 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,251,990 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $581,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $466,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $655,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $691,777 | CurrentTaxYearAmt |
| Total | $2,935,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,960,025 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $104,815 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,340,927 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $952,474 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $463,205 | OtherExpendituresAmt |
| End Year Balance | $9,930,196 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,292,023 | BeginningYearBalanceAmt |
| Contributions | $35,000 | ContributionsAmt |
| Investment Earnings Or Losses | $499,111 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $485,207 | OtherExpendituresAmt |
| End Year Balance | $9,340,927 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,565,293 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $151,685 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $424,955 | OtherExpendituresAmt |
| End Year Balance | $9,292,023 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,929,665 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,401 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $369,773 | OtherExpendituresAmt |
| End Year Balance | $9,565,293 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,378,917 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,933,655 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $382,907 | OtherExpendituresAmt |
| End Year Balance | $9,929,665 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $191,262 | DepreciationAmt |
| Book Value | $24,751 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,751 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YALE MANAGED FUNDS | Desc |
| Book Value | $12,788,772 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,788,772 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO YALE | $25,045 |
| LEASE LIABILITY | $25,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,545 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,440,952 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $691,777 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $418,322 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,110,099 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,330,853 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,330,853 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,913,278 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $418,322 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $418,322 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,494,956 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,494,956 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S BOARD OF DIRECTORS HAS APPROVED A SPENDING POLICY TO STABILIZE ANNUAL SPENDING LEVELS AND TO PRESERVE THE REAL VALUE OF THE PORTFOLIO OVER TIME. THE ORGANIZATION UTILIZES A LONG-TERM TARGETED SPENDING RATE OF 5.25%. THE SPENDING AMOUNT IS CALCULATED USING 80% OF THE PREVIOUS YEAR'S SPENDING AND 20% OF THE TARGETED LONG-TERM SPENDING RATE APPLIED TO THE FAIR VALUE AT THE START OF THE PRIOR YEAR. THE SPENDING AMOUNT DETERMINED BY THE FORMULA IS ADJUSTED FOR INFLATION AND TAXES AND CONSTRAINED SO THAT THE CALCULATED RATE IS AT LEAST 4.0% AND NOT MORE THAN 6.5% OF THE ENDOWMENT'S FAIR VALUE AS OF THE START OF THE PRIOR YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER CRUMLISH | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $155,788 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $34,884 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $190,672 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990; PART 1; LINE 1 - ORGANIZATION'S MISSION | DWIGHT HALL AT YALE'S MISSION IS TO NURTURE AND INSPIRE STUDENTS AS LEADERS OF SOCIAL CHANGE AND TO ADVANCE JUSTICE AND SERVICE IN NEW HAVEN AND AROUND THE WORLD. DWIGHT HALL SUPPORTS STUDENTS AS THEY SEEK MEANINGFUL SERVICE OPPORTUNITIES, DEVELOPS THE CAPACITY FOR CIVIC LEADERSHIP AMONG THE STUDENT BODY, AND CREATES A COLLABORATIVE SPACE WHERE SOCIETAL ISSUES ARE DISCUSSED, ANALYZED, AND ACTED UPON IN CONCRETE WAYS. WITH A HISTORY DATING TO 1886, THE ORGANIZATION CURRENTLY SUPPORTS SERVICE FOR 87 STUDENT-LED MEMBER GROUPS THAT ENGAGE 4,481 YALE STUDENTS EACH YEAR. DWIGHT HALL ENABLES STUDENTS TO DESIGN, MANAGE, EVALUATE, AND ADAPT RESPONSES TO A WIDE RANGE OF LOCAL, NATIONAL, AND GLOBAL NEEDS, THEN SUPPORTS THOSE EFFORTS THROUGH TRAINING, PEER MENTORSHIP, AND REFLECTION OPPORTUNITIES. THIS CULTURE OF ACTION AND REFLECTION ENCOURAGES STUDENT LEADERS TO SHARE BEST PRACTICES, LEARN FROM SUCCESSFUL LEADERS, AND COLLABORATE FOR DEEPER IMPACT. DWIGHT HALL AT YALE ALSO SEEKS TO FURTHER THE CORE MISSION AND VALUES OF THE ORGANIZATION THROUGH EXPERIMENTAL LEARNING OPPORTUNITIES. UNDERGRADUATE STUDENTS, GRADUATE AND PROFESSIONAL SCHOOL STUDENTS, ALUMNI, YALE CLUB MEMBERS, FACULTY, NEW HAVEN COMMUNITY MEMBERS, AND OTHER FRIENDS PARTICIPATE IN DWIGHT HALL PROGRAMS. A MORE EXTENSIVE AND INTERGENERATIONAL COMMUNITY ENHANCES THE EXPERIENCE OF UNDERGRADUATES WHILE LEVERAGING INCREASED VOLUNTEERISM AND ACTIVISM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS. THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR PROVIDE ADDITIONAL INFORMATION AND REVIEW THE DRAFT RETURN. THE DRAFT IS THEN REVIEWED BY THE OFFICERS WITH THEIR COMMENTS INCORPORATED INTO THE RETURN TO BE FILED WITH THE IRS. THE FINAL VERSION OF THE FORM 990 IS CIRCULATED TO THE BOARD OF DIRECTORS VIA EMAIL. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD FILLS OUT A CONFLICT OF INTEREST ANNUALLY. THE GOVERNANCE COMMITTEE REVIEWS ALL FORMS AND ANY ISSUES ARE DISCUSSED WITH THE EXECUTIVE COMMITTEE FOR ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS DETERMINE THE SALARY OF THE EXECUTIVE DIRECTOR THROUGH COMPARISON WITH THE CONNECTICUT NONPROFIT COMPENSATION STUDY AND PEER INSTITUTIONS. ALL OTHER KEY EMPLOYEES RECEIVE PERIODIC REVIEW BY THEIR DIRECT SUPERVISOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, IN ACCORDANCE WITH APPLICABLE STATE LAW. |
| FORM 990; PART VII: ADDITIONAL INFORMATION | THE INSTRUCTORS OF THE CAS PROGRAM AS WELL AS CERTAIN OTHER PROGRAM STAFF ARE EMPLOYED AND PAID BY DWIGHT HALL AT YALE. THE REMAINDER OF MANAGEMENT AND STAFF ARE EMPLOYED BY YALE UNIVERSITY. THE PAYROLL AND BENEFIT COST OF THOSE EMPLOYEES IS CHARGED TO DWIGHT HALL AT YALE BY THE UNIVERSITY. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 461,532. MANAGEMENT AND GENERAL EXPENSES 25,722. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 487,254. |
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