HENRY E & NANCY H BARTELS TRUST FBO THE UNIVERSITY OF NEW HAVEN

EIN: 222958217 501(c)(3) Philanthropy & Grantmaking

HAMDEN, CT

Total Revenue
$52,755
Total Expenses
$186,826
Total Assets
$3,834,619
Net Assets
$1,936,299
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
CT
Principal Officer
JOHN B LOEHMANN
Phone
2032814933
Tax Period
2024-01-01 to 2024-12-31

HENRY E & NANCY H BARTELS TRUST FBO THE UNIVERSITY OF NEW HAVEN, founded in 1988, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $53K in total revenue in fiscal year 2024. Expenses of $187K exceeded revenue, resulting in a 254% operating deficit.

Mission

TO PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR FUNDING OF SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS AT THE UNIVERSITY.

Program Service Accomplishments

Program 1
Expenses: $45,000

THE TRUST FUNDED THE PROVOST'S DISCRETIONARY FUND WHICH PROVIDES FUNDING OF VARIOUS STUDENT ACTIVITIES.

Program 2
Expenses: $40,000

THE TRUST PROVIDED FUNDING FOR THE 2024-25 ACADEMIC YEAR FOR THE JOHN D. HATFIELD SCHOLARS PROGRAM WHICH PROVIDED SCHOLARSHIP FUNDING FOR UP TO SIX STUDENTS

Program 3
Expenses: $27,000

THE TRUST PROVIDED FUNDS FOR THE UNIVERSITY'S PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM WHICH ALLOWED STUDENTS TO PARTICIPATE IN THIS WORK/STUDY PROGRAM FOR THE 2024 SUMMER TERM

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $52,755
Other Revenue $0
TOTAL REVENUE $52,755

Expense Breakdown

Grants Paid $112,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $112,000
Other Expenses $74,826
TOTAL EXPENSES $186,826

Year-over-Year Comparison

2024 2023 Change
Revenue $52,755 $-4,757 -12.1%
Expenses $186,826 $159,552 +0.2%
Net Income $-134,071 $-164,309 -0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN B LOEHMANN TRUSTEE 0.30
Director
$0 $0 $0
STEVEN H KAPLAN TRUSTEE 0.10
Director
$0 $0 $0
KENNETH G BARTELS TRUSTEE 0.10
Director
$0 $0 $0
PHILIP H BARTELS TRUSTEE 0.10
Director
$0 $0 $0
BRIAN OTIS TRUSTEE 0.10
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
2024 $52,755 $186,826 $3,834,619 $-134,071
2023 $-4,757 $159,552 $3,309,139 $-164,309
2022 $204,750 $146,016 $2,853,002 $58,734
2021 $262,789 $430,360 $9,009,677 $-167,571
2020 $484,112 $326,710 $11,866,741 $157,402
2019 $214,799 $194,718 $5,759,863 $20,081
2018 $132,136 $223,769 $3,635,045 $-91,633
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