HENRY E & NANCY H BARTELS TRUST FBO THE UNIVERSITY OF NEW HAVEN (EIN 222958217) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
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

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