Yale Club and Scholarship Foundation of Hartford Inc (EIN 066056931) - 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

1952

Legal Domicile

Principal Officer

Eric Fleischmann President

Phone

8602645774

Tax Period

2024-07-01 to 2025-06-30

Yale Club and Scholarship Foundation of Hartford Inc, founded in 1952, is a micro nonprofit in the Education sector that reported $80K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 30% operating margin.

Mission

Facilitate local Yale Alumni in contributing to the welfare of Yale University; sponsoring programs to develop and maintain ties between Yale, its alumni and residents of the Greater Hartford area, and supporting local and other students at Yale.

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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 (2024)

Revenue Breakdown

Contributions & Grants $26,531

Program Service Revenue $13,124

Investment Income $40,541

Other Revenue $0

TOTAL REVENUE $80,196

Expense Breakdown

Grants Paid $21,906

Salaries & Benefits $0

Fundraising Expenses $2,654

Program Expenses $47,949

Other Expenses $33,943

TOTAL EXPENSES $55,849

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,196	$48,437	+0.7%
Expenses	$55,849	$38,615	+0.4%
Net Income	$24,347	$9,822	+1.5%

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

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
Eric Fleischmann	President	4.00	Officer Director	$0	$0	$0
Katherine McCormack	Vice President	1.00	Officer Director	$0	$0	$0
Adam P Cohen	Treasurer	5.00	Officer Director	$0	$0	$0
TJ Noel-Sullivan	Director	0.20	Director	$0	$0	$0
William O'Donnell	Director	0.50	Director	$0	$0	$0
Mukhtar Mohamed	Secretary	0.20	Officer Director	$0	$0	$0
Michael G Albano	Director	0.20	Director	$0	$0	$0
Bradford Galiette	Dir of Finance	10.00	Officer Director	$0	$0	$0
Melvyn Coln	Director	0.20	Director	$0	$0	$0
Fbio Delfino	Director	0.20	Director	$0	$0	$0
Christopher P Dowd	Director	0.20	Director	$0	$0	$0
Angela Harris	Director	0.50	Director	$0	$0	$0
Pamela Hartley	Director	0.20	Director	$0	$0	$0
Thomas Kokoska	Director	0.50	Director	$0	$0	$0
Lori Ann Stewart	Asst Secretary	0.50	Director	$0	$0	$0
Jennifer B Philip	Director	0.20	Director	$0	$0	$0
Adrianna Amendola	Director	0.20	Director	$0	$0	$0
Ellie Schmelzer	Director	0.20	Director	$0	$0	$0
Liz Brayboy	Director	0.20	Director	$0	$0	$0
Frederick Sowah	Director	0.20	Director	$0	$0	$0
Michael Wu	Director	0.20	Director	$0	$0	$0
Vesi Bikova	Director	0.20	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
2025	$80,196	$55,849	$592,211	$24,347
2024	$48,437	$38,615	$538,184	$9,822
2023	$65,606	$42,155	$468,945	$23,451
2022	$38,825	$31,948	$427,051	$6,877
2021	$37,116	$32,258	$517,901	$4,858

Yale Club and Scholarship Foundation of Hartford Inc