2024-05-15T15:15:20-05:00 2023-06-30 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2022-07-01 066069051 PHELPS ASSOCIATION PHEL 2036241013 PO BOX 202047 NEW HAVEN CT 065202047 NATHANIEL M CARTMELL III PRESIDENT 2036241013 2024-05-15 1 NATHANIEL CARTMELL III 999009999 0 DANA HARVEY CPA P01452206 2033877771 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NATHANIEL M CARTMELL III PO BOX 202047 NEW HAVEN CT 065202047 1104878 0 X N/A X 1884 CT TO SUPPORT THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH ASSOCIATION ACTIVITIES. 19 19 5 8 0 0 155092 69340 0 0 386474 67194 0 0 541566 136534 6500 7600 0 0 70359 92019 0 0 34058 380983 407763 457842 507382 83724 -370848 9024598 9281458 116636 13115 8907962 9268343 TO SUPPORT THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH ASSOCIATION ACTIVITIES. 0 0 375036 MOST OF THE ASSOCIATIONS EXPENSES ARE FOR THE MAINTAINANCE & OPERATION OF A BUILDING USED BY THE UNDERGRADUATE MEMBERS AT YALE UNIVERSITY TO FURTHER THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS. 4100 4100 THE ASSOCIATION PROVIDES GRANTS AND SCHOLARSHIPS TO YALE STUDENTS. 3500 3500 THE ASSOCIATION PROVIDES SUPPORT TO VARIOUS COMMUNITY BASED ORGANIZATIONS. 382636 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 X DANA HARVEY CPA 2033877771 3013 DIXWELL AVENUE HAMDEN CT 06518 X JESSICA OGILVIE GOVERNOR 1.00 X 0 0 0 NATHANIEL CARTMELL CO-PRESIDENT/GOVERNOR 5.00 X X 0 0 0 JOHN BARKER (FORMER) GOVERNOR 0.00 X 0 0 0 HUNTER REISNER (FORMER) GOVERNOR 0.00 X 0 0 0 JOHN SCHMIDT GOVERNOR 1.00 X 0 0 0 BARRY SVIGALS GOVERNOR 1.00 X 0 0 0 HOPE WEISSLER (FORMER) GOVERNOR 0.00 X 0 0 0 KAMEKA DEMPSEY GOVERNOR 1.00 X 0 0 0 JOHN R ETTINGER GOVERNOR 1.00 X 0 0 0 PETER MARSHALL VICE PRES/GOVERNOR 3.00 X X 0 0 0 HILLA MELLER (FORMER) GOVERNOR 0.00 X 0 0 0 STEVE ABRAMOWITZ GOVERNOR 1.00 X 0 0 0 CHARLIE BANTA (FORMER) GOVERNOR 0.00 X 0 0 0 ELIZABETH FAST GOVERNOR 1.00 X 0 0 0 HALLIE HOBSON GOVERNOR 1.00 X 0 0 0 TOM MCCANCE (FORMER) GOVERNOR 0.00 X 0 0 0 MARGARET MORRIS GOVERNOR 1.00 X 0 0 0 CASH WARREN GOVERNOR 1.00 X 0 0 0 ISAAC WASSERMAN GOVERNOR 1.00 X 0 0 0 CHRISTINA HELBURN SECRETARY/GOVERNOR 3.00 X X 0 0 0 BRADFORD WILLIAMS GOVERNOR 1.00 X 0 0 0 JOHN T ETTINGER TREASURER/GOVERNOR 1.00 X X 0 0 0 STEVE SHERRILL GOVERNOR 1.00 X 0 0 0 RICHARD ROBERTS CO-PRESIDENT/GOVERNOR 5.00 X X 0 0 0 DAVID GOOD (FORMER) SECRETARY 0.00 X 0 0 0 0 0 0 0 0 0 0 THE BUCKINGHAM ROUTH CO 20 GOODWIN STREET NEW HAVEN CT 06512 BUILDING IMPROVEMENTS & REPAIRS 279048 1 69340 69340 136301 136301 899237 968344 -69107 -69107 -69107 136534 0 0 67194 4000 4000 3600 3600 83858 49912 11196 22750 8161 5023 1096 2042 7500 7500 37041 37041 10117 10117 7049 1410 4229 1410 353 177 176 153591 130552 15359 7680 5160 2580 2580 146541 146541 7006 7006 UNDERGRADUATE EXPENSES 28901 28901 INVESTMENT EXPENSES 4504 4504 507382 382636 90688 34058 113679 48849 27965 1600 4281 4905494 2097341 2771556 2808153 5908464 6200286 186362 203558 16572 14731 9024598 9281458 102993 4826 13643 8289 116636 13115 X 8239652 8510726 668310 757617 8907962 9268343 9024598 9281458 -370848 731229 0 X 0 0 0 X 76916 54127 91158 138436 79340 439977 76916 54127 91158 138436 79340 439977 439977 187271 105947 417898 386474 67194 1164784 2351 2351 1607112 0.27380 0.26910 X THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST AS PUBLIC SUPPORT EXEEEDS THE 10% THRESHOLD OF AND STILL RETAINS ITS CHARITABLE PURPOSE OF SUPPORTING COLLEGE STUDENTS BY PROMOTING EDUCATIONAL, COMMUNITY AND SOCIAL ACTIVITIES. DUE TO COVID-19 THE PAST TWO YEARS FUNDRAISING HAS BEEN CHALLENGING, AS MANY EVENTS THAT BROUGHT THE COMMUNITY TOGETHER AND PROMOTED GIVING TO THE ORGANIZATION WERE POSTPONED AND THE ORGANIZATION WAS LEFT TO JUST MAILINGS. THE BOARD HAS MADE EFFORTS TO INCREASE THE FUNDRAISING THROUGH OTHER ELECTRONIC MEANS TO GO ALONG WITH PAPER MAILINGS, UPDATED CONTACT LISTS, AND HAS NOW RESUMED IN PERSON EVENTS THAT WILL AID IN THE FUNDRAISING PROCESS. THE ORGANIZATION REMAINS COMMITTED TO INCREASE THE AMOUNT OF PUBLIC SUPPORT ABOVE THE 33 1/3% TRESHOLD. THE EXECUTIVE BOARD OPERATED ON A COMPLETELY VOLUNTEER BASIS AND HAS INVESTED IN STAFF TO FACILITATE THE FUNDRAISING INITIATIVE. THE ORGANIZATION WILL CONTINUE TO SUPPORT STUDENTS AND THE GREATER NEW HAVEN COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6094825 798418 7600 435805 41545 6408293 7162490 -776735 6500 242223 42207 6094825 5684267 318792 1438506 3500 216882 58693 7162490 7364053 16725 16000 1637638 42873 5684267 7361776 462356 4000 417205 38874 7364053 0.92000 0.08000 0 0 127194 127194 4625667 1969786 2655881 152633 127555 25078 2808153 UNFUNDED COMMITMENTS 8289 8289 FORM 990, PART VI, SECTION A, LINE 2 FOUR MEMBERS OF THE BOARD OF GOVERNORS ARE RELATED. JOHN R. ETTINGER (FATHER) AND JOHN T. ETTINGER (SON). JOHN SCHMIDT (FATHER) AND CHRISTINA HELBURN (DAUGHTER) FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION CONSISTS OF MEMBERS THAT ATTENDED YALE UNIVERSITY AND WERE SELECTED FOR MEMBERSHIP BASED ON ACADEMIC,SOCIAL AND OTHER ACHIEVEMENTS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF GOVERNORS HAS A NOMINATING COMMITTEE AND THE BOARD WILL ELECT NEW MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE CONSTITUTION OR BYLAWS OF THE ASSOCIATION MUST BE VOTED ON BY THE MEMBERSHIP OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN WAS PROVIDED TO THE OFFICERS OF THE ORGANIZATION TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON CONTACTING THE OFFICE AND MEETING AT A TIME THAT IS CONVENIENT TO BOTH PARTIES.