FRIENDS OF YOGI INC

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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

1997

Legal Domicile

Principal Officer

EVE SCHAENEN

Phone

9736552378

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF YOGI INC, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $842K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 57% operating deficit.

Mission

THE MISSION OF THE YOGI BERRA MUSEUM & LEARNING CENTER IS TO SUSTAIN AND PROMOTE THE VALUES OF RESPECT, PERSEVERANCE, SPORTSMANSHIP AND EXCELLENCE THROUGH INCLUSIVE, CULTURALLY DIVERSE SPORTS-BASED EDUCATIONAL EXHIBITS AND PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $602,293 Revenue: $69,441

THE MUSEUM OFFERS A NUMBER OF PUBLIC PROGRAMS THAT CONNECT COMMUNITY AROUND A SHARED LOVE OF SPORTS, INCLUDING BOOK SIGNINGS, PANEL DISCUSSIONS AND EXHIBIT OPENINGS. THE MUSEUM'S BEST TEAMMATE AWARD HONORS A STUDENT ATHLETE FROM EACH OF THE 40 SCHOOLS IN THE SUPER ESSEX CONFERENCE, PAYING TRIBUTE TO THOSE YOUNG PEOPLE WHO MAY NOT BE THE BEST PERFORMERS ON THE FIELD, BUT WHO, LIKE YOGI, ARE THE BEST TEAMMATES. IN HONOR OF YOGI'S WWII SERVICE AT D-DAY, THE MUSEUM HOSTS MILITARY VETERANS AND THE GENERAL PUBLIC FOR AN ANNUAL JUNE 6TH PROGRAM THAT IS LIVE STREAMED FROM THE MUSEUM'S STADIUM-STYLE THEATER..

Program 2

Expenses: $410,849 Revenue: $114,511

A RANGE OF IN-PERSON AND REMOTE STANDARDS-ALIGNED LEARNING EXPERIENCES, LEVERAGE SPORTS AND BASEBALL AS A VEHICLE TO ADDRESS IMPORTANT ACADEMIC SUBJECTS, AS WELL AS CHALLENGING SOCIAL ISSUES OF...

A RANGE OF IN-PERSON AND REMOTE STANDARDS-ALIGNED LEARNING EXPERIENCES, LEVERAGE SPORTS AND BASEBALL AS A VEHICLE TO ADDRESS IMPORTANT ACADEMIC SUBJECTS, AS WELL AS CHALLENGING SOCIAL ISSUES OF TODAY. THE PROGRAMS SERVED APPROXIMATELY 10,000 STUDENTS WITH FOCUS ON STEM, LANGUAGE ARTS, HISTORY, SOCIAL STUDIES AND COMPUTER AIDED DESIGN. ALL EDUCATION PROGRAMS ARE INFUSED WITH THE VALUES THAT DRIVE THE MUSEUM'S MISSION: RESPECT, TEAMWORK, DETERMINATION AND EXCELLENCE.

Program 3

Expenses: $27,389 Revenue: $0

THE MUSEUM OFFERS A PROJECT-BASED LEARNING EXPERIENCE COLLED "BASEBUILD" THAT INTRODUCES STUDENTS TO THE FUNDAMENTALS OF ENGINEERING AND INNOVATIVE DESIGN THROUGH "CAD AND 3D PRINTING. BASEBUILD IS...

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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 (2023)

Revenue Breakdown

Contributions & Grants $519,002

Program Service Revenue $140,477

Investment Income $133,667

Other Revenue $48,709

TOTAL REVENUE $841,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $651,256

Fundraising Expenses $89,163

Program Expenses $1,040,531

Other Expenses $674,228

TOTAL EXPENSES $1,325,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$841,855	$774,967	+0.1%
Expenses	$1,325,484	$1,285,324	+0.0%
Net Income	$-483,629	$-510,357	-0.1%

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

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

$298,079

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MARKOWITZ	PRESIDENT	3.00	Officer Director	$0	$0	$0
JULIE JACKSON	VICE PRESIDENT AND TREASURER	1.00	Officer Director	$0	$0	$0
JAMES T SEERY	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDSAY BERRA	TRUSTEE	2.00	Director	$0	$0	$0
TOM BLIM	TRUSTEE	1.00	Director	$0	$0	$0
KAVITHA A DAVIDSON	TRUSTEE	1.00	Director	$0	$0	$0
LARRY DOBY JR	TRUSTEE	1.00	Director	$0	$0	$0
RONALD J DOLECKI	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN PETERS	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES SGRO	TRUSTEE	1.00	Director	$0	$0	$0
ALAN SHEINESS	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE SILVER	TRUSTEE	1.00	Director	$0	$0	$0
EVE SCHAENEN	EXECUTIVE DIRECTOR	50.00	Officer	$153,981	$41,269	$195,250
SUSAN WALSH	FINANCE DIRECTOR	35.00	Officer	$76,500	$26,329	$102,829

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	No data	No data	No data	No data
2023	$841,855	$1,325,484	$8,137,615	$-483,629
2022	$774,967	$1,285,324	$8,101,665	$-510,357
2021	$1,130,651	$1,140,104	$9,381,906	$-9,453
2020	$521,913	$1,172,239	$9,336,067	$-650,326
2019	$995,032	$1,243,106	$9,406,021	$-248,074
2018	$921,177	$1,136,003	$9,099,767	$-214,826