THE YALE CLUB OF NEW HAVEN 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

1969

Legal Domicile

Principal Officer

TIMOTHY BERTACCINI

Phone

2034324435

Tax Period

2022-07-01 to 2023-06-30

THE YALE CLUB OF NEW HAVEN INC, founded in 1969, is a small nonprofit in the Education sector that reported $134K in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $233K exceeded revenue, resulting in a 74% operating deficit.

Mission

TO UPHOLD AND PROMOTE THE WELFARE OF YALE UNIVERSITY AS AN EDUCATIONAL INSTITUTION.

Program Service Accomplishments

Program 1

Expenses: $75,041

SCHOLARSHIPS GIVEN ANNUALLY TO YALE INCOMING FRESHMEN, UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS FROM THE GREATER NEW HAVEN AREA BASED UPON MERIT AND NEED.

Program 2

Expenses: $126,469 Revenue: $15,604

MEMBERSHIP NEWSLETTER OF CURRENT EVENTS AND PROGRAMS AND LUNCHEON SPEAKER PROGRAMS (YALE FACULTY AND MANAGEMENT AS SPEAKERS).

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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 (2022)

Revenue Breakdown

Contributions & Grants $48,620

Program Service Revenue $15,604

Investment Income $69,644

Other Revenue $0

TOTAL REVENUE $133,868

Expense Breakdown

Grants Paid $75,041

Salaries & Benefits $0

Fundraising Expenses $9,796

Program Expenses $201,510

Other Expenses $158,020

TOTAL EXPENSES $233,061

Year-over-Year Comparison

	2022	2021	Change
Revenue	$133,868	$118,440	+0.1%
Expenses	$233,061	$226,783	+0.0%
Net Income	$-99,193	$-108,343	-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

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
MONIKA ADVOCATE	ASSISTANT SEC	2.00	Officer Director	$0	$0	$0
ELAINE P ANDERSON	SECRETARY G&P SCHOOLS	2.00	Officer Director	$0	$0	$0
TIMOTHY BERTACCINI	TREASURER	2.00	Officer Director	$0	$0	$0
LISA CO BRANDES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN CASERTA	IMMEDIATE PAST PRESIDENT	0.50	Director	$0	$0	$0
CHRISTINA COFFIN	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
SUZANNE M COONEY	ASSISTANT SEC	0.50	Officer Director	$0	$0	$0
SEAN DUFFY	DIRECTOR	0.50	Director	$0	$0	$0
JAMES K KILLELEA	DIRECTOR	0.50	Director	$0	$0	$0
DANIEL M KOENIGSBERG	VICE PRESIDENT/SECRETARY	2.00	Officer Director	$0	$0	$0
ELAINE PIRAINO-HOLEVOET	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
VINCENT J PITTS	DIRECTOR	0.50	Director	$0	$0	$0
DAVID L REYNOLDS	ASSISTANT SEC TO G & P	2.00	Officer Director	$0	$0	$0
BRIAN TIPPY	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS VIRGULTO	DIRECTOR	0.50	Director	$0	$0	$0
SEAN MCAVOY	ASSISTANT TREASURER	0.50	Officer Director	$0	$0	$0
ELLIE SCHMELZER	PRESIDENT	2.00	Officer Director	$0	$0	$0
PETER W SIPPLE	DIRECTOR	0.50	Director	$0	$0	$0
MAKANA ELLIS	DIRECTOR	0.50	Director	$0	$0	$0
ERIN MCCARTHY KING	DIRECTOR	0.50	Director	$0	$0	$0
LILY ENGBITH	DIRECTOR	0.50	Director	$0	$0	$0
STEPHAN SIEBEL	DIRECTOR	0.50	Director	$0	$0	$0
RAYMOND FOERY	DIRECTOR	0.50	Director	$0	$0	$0
LELY EVANS	DIRECTOR	0.50	Director	$0	$0	$0
ANGELA PREDA	DIRECTOR	0.50	Director	$0	$0	$0
MEINA WANG	DIRECTOR	0.50	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$133,868	$233,061	$2,467,743	$-99,193
2022	$118,440	$226,783	$2,447,400	$-108,343
2021	$289,147	$131,207	$2,985,994	$157,940
2020	$176,804	$6,505,791	$2,402,185	$-6,328,987