ANDREW MOREHOUSE TRUST ASSN INC

EIN: 352228640 501(c)(3)

NEW HAVEN, CT

Total Revenue
$293,306
Total Expenses
$73,891
Total Assets
$1,277,571
Net Assets
$1,277,571
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Principal Officer
ASHTON WACKYM
Phone
2034984307
Tax Period
2023-01-01 to 2023-12-31

ANDREW MOREHOUSE TRUST ASSN INC, founded in 2003, is a small nonprofit that reported $293K in total revenue in fiscal year 2023. Revenue surged 390% from the prior year, signaling strong growth momentum. The organization ran a surplus of $219K, a strong 75% operating margin.

Mission

THE PRIMARY EXEMPT PURPOSE OF ANDREW MOREHOUSE TRUST ASSN INC IS TO FURTHER THE EDUCATION OF UNDERGRADUATE STUDENTS AT YALE UNIVERSITY BY PROVIDING ACCESS TO PHYSICAL SPACE, SERVICES, AND OTHER RESOURCES

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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 (2023)

Revenue Breakdown

Contributions & Grants $293,306
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $293,306

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $73,891
Other Expenses $73,891
TOTAL EXPENSES $73,891

Year-over-Year Comparison

2023 2022 Change
Revenue $293,306 $59,814 +3.9%
Expenses $73,891 $80,086 -0.1%
Net Income $219,415 $-20,272 -11.8%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
17
Independent Members
17
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
6
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREW HOMAN BOARD MEMBER 3.00
Officer Director
$0 $0 $0
R THOMAS HERMAN CO SECRETARY 3.00
Officer Director
$0 $0 $0
ROBIN C LANDIS CO SECRETARY 3.00
Officer Director
$0 $0 $0
ROGER VINCENT CHAIRMAN EMERITUS 3.00
Officer Director
$0 $0 $0
ALEXANDER POTTER BOARD MEMBER 3.00
Officer Director
$0 $0 $0
JAMES WYPER CO TREASURER 3.00
Officer Director
$0 $0 $0
MARISOL RYU BOARD MEMBER 3.00
Director
$0 $0 $0
GARY HOWARD BURGARD BOARD MEMBER 3.00
Director
$0 $0 $0
DONALD VELSEY BOARD MEMBER 3.00
Director
$0 $0 $0
DANIEL DIAMOND BOARD MEMBER 3.00
Director
$0 $0 $0
CHARLES SCUDDER BOARD MEMBER 3.00
Director
$0 $0 $0
JONATHAN R SMITH BOARD MEMBER 3.00
Director
$0 $0 $0
ASHTON WACKYM CO-TREASURER 3.00
Director
$0 $0 $0
MADELINE ADAMS BOARD MEMBER 3.00
Director
$0 $0 $0
CELIA STOCKWELL BOARD MEMBER 3.00
Director
$0 $0 $0
JILLIAN WILLIAMS BOARD MEMBER 3.00
Director
$0 $0 $0
VAN WOLF BOARD MEMBER 3.00
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 No data No data No data No data
2023 $293,306 $73,891 $1,277,571 $219,415
2022 $59,814 $80,086 $909,216 $-20,272
2021 $61,865 $48,910 $1,093,241 $12,955
2020 $61,501 $36,996 $906,127 $24,505
2019 $115,414 $66,674 $751,224 $48,740
2018 $100,608 $35,066 $627,896 $65,542
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