THE YANKEE CHARITABLE FOUNDATION (EIN 061590568) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

GERALD GUNDERSON

Phone

8606571040

Tax Period

2021-01-01 to 2021-12-31

THE YANKEE CHARITABLE FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $12K in total revenue in fiscal year 2021. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $16K exceeded revenue, resulting in a 34% operating deficit.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT, THROUGH DONATIONS, RELIGIOUS, CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) INCLUDING THE YANKEE INSTITUTE FOR PUBLIC POLICY, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1

Other Revenue $11,558

TOTAL REVENUE $11,559

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,000

Other Expenses $3,525

TOTAL EXPENSES $15,525

Year-over-Year Comparison

	2021	2020	Change
Revenue	$11,559	$19,038	-0.4%
Expenses	$15,525	$171,829	-0.9%
Net Income	$-3,966	$-152,791	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALD GUNDERSON	TRUSTEE	0.25	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$11,559	$15,525	$345,522	$-3,966
2020	$19,038	$171,829	$349,488	$-152,791
2019	$21,240	$19,817	$502,279	$1,423
2018	$16,775	$16,964	$500,856	$-189

THE YANKEE CHARITABLE FOUNDATION