YALE CHINA ASSOCIATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- YALE CHINA ASSOCIATION INC (EIN 06-0646971)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201901359349312890
- Schema version
- 2017v2.3
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T18:47:01-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161661957 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALLMAN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 677 STATE STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE-CHINA ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YALE | BusinessNameControlTxt |
| Phone | 2034320880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 442 TEMPLE ST BOX 208223 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065208223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID YOUTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2034320880 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM F PALLMAN CPA | PreparerPersonNm |
| PTIN | P00187670 | PTIN |
| Phone | 2035621797 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 32.212.42.205 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 19:45:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1B7D1FC5180E7076ED2FE87BE32ECB94370790BF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1B7D1FC5180E7076ED2FE87BE32ECB94370790BF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID YOUTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 442 TEMPLE STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,615,629 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YALECHINA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1901 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE YALE-CHINA ASSOCIATION INSPIRES PEOPLE TO LEARN AND SERVE TOGETHER. FOUNDED IN 1901 BY GRADUATES OF YALE UNIVERSITY, IT FOSTERS LONG-TERM RELATIONSHIPS THAT IMPROVE EDUCATION, HEALTH, AND CULTURAL UNDERSTANDING IN CHINA AND THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,376,368 | PYContributionsGrantsAmt |
| CY Contributions Grants | $852,178 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $698,112 | PYInvestmentIncomeAmt |
| CY Investment Income | $739,943 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,760 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,097,240 | PYTotalRevenueAmt |
| CY Total Revenue | $1,592,121 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,481 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $52,505 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $992,132 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,128,858 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $78,193 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $844,616 | PYOtherExpensesAmt |
| CY Other Expenses | $769,959 | CYOtherExpensesAmt |
| PY Total Expenses | $1,890,229 | PYTotalExpensesAmt |
| CY Total Expenses | $1,951,322 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,207,011 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$359,201 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,661,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,736,829 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $218,423 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $458,261 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,443,112 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,278,568 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,811,264 | ExpenseAmt |
| Grant | $52,505 | GrantAmt |
| Desc | EDUCATION PROGRAM: PROVIDED 10,310 HOURS IN CLASSROOM HOURS AND/OR RESEARCH. HEALTH PROGRAM: PROVIDED 1,518 HOURS IN DIRECT SERVICE, CLASSROOM HOURS AND/OR RESEARCH. PUBLIC SERVICE PROGRAM: PROVIDED 4,950 HOURS IN DIRECT SERVICE AND/OR CLASSROOM HOURS. ARTS PROGRAM: PROVIDED 640 HOURS IN DIRECT SERVICE AND/OR CLASSROOM HOURS. | Desc |
| Total Program Service Expenses | $1,811,264 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | HK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICE PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2034320880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 442 TEMPLE STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LINA AYENEW | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN CHANNICK | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH S DAVIS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALONZO EMERY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN GU | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEI-YUAN CHIA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY HU | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOANNE IENNACO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN LOWET | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER MAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN ROACH | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SKOLNIK | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER STEIN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY S TANG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN C TANG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| QINAN TANG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILL LI CHIEN TSAI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN GREENE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANITA QINGLI WANG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY ZHOU | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| XIZHOU ZHOU | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHEILA LEVRANT DE BRETTEVILL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| R DRAKE PIKE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTIAN F MURCK | ||||||
| CHAIR | 7.00 | $0 | $0 | $0 | Yes (X) | |
| DOUGLAS M FERGUSON | ||||||
| VICE-CHAIR | 7.00 | $0 | $0 | $0 | Yes (X) | |
| ANN B WILLIAMS | ||||||
| SECRETARY | 7.00 | $0 | $0 | $0 | Yes (X) | |
| PING LIANG | ||||||
| TREASURER | 7.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID YOUTZ | ||||||
| PRESIDENT | 40.00 | $153,590 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $153,590 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $852,178 | AllOtherContributionsAmt |
| Total Contributions | $852,178 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $738,451 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $738,451 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,508 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,492 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,492 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,592,121 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $739,943 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,505 | TotalAmt |
| Program Services | $52,505 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,590 | TotalAmt |
| Program Services | $115,193 | ProgramServicesAmt |
| Management And General | $7,679 | ManagementAndGeneralAmt |
| Fundraising | $30,718 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,137 | TotalAmt |
| Program Services | $647,515 | ProgramServicesAmt |
| Management And General | $35,519 | ManagementAndGeneralAmt |
| Fundraising | $28,103 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,131 | TotalAmt |
| Program Services | $232,518 | ProgramServicesAmt |
| Management And General | $12,960 | ManagementAndGeneralAmt |
| Fundraising | $18,653 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,516 | TotalAmt |
| Program Services | $12,705 | ProgramServicesAmt |
| Management And General | $811 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,590 | TotalAmt |
| Program Services | $7,590 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,479 | TotalAmt |
| Program Services | $9,850 | ProgramServicesAmt |
| Management And General | $629 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,493 | TotalAmt |
| Program Services | $13,632 | ProgramServicesAmt |
| Management And General | $861 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,253 | TotalAmt |
| Program Services | $204,035 | ProgramServicesAmt |
| Management And General | $218 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,797 | TotalAmt |
| Program Services | $12,969 | ProgramServicesAmt |
| Management And General | $828 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,352 | TotalAmt |
| Program Services | $28,531 | ProgramServicesAmt |
| Management And General | $1,821 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CORE PROGRAM EXPENDITUR | $343,457 | $343,457 | ||
| STIPENDS | $113,174 | $113,174 | ||
| STUDENT EXCHANGE | $9,860 | $9,860 | ||
| GOVERNANCE | $8,988 | $7,730 | $539 | $719 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,951,322 | TotalAmt |
| Program Services | $1,811,264 | ProgramServicesAmt |
| Management And General | $61,865 | ManagementAndGeneralAmt |
| Fundraising | $78,193 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,164,809 | BOYAmt |
| EOY | $174,057 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $384,462 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $63,257 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,718 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $187,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $178,485 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,445 | BOYAmt |
| EOY | $8,874 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,400,563 | BOYAmt |
| EOY | $18,106,179 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,661,535 | BOYAmt |
| EOY | $18,736,829 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,423 | BOYAmt |
| EOY | $458,261 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,423 | BOYAmt |
| EOY | $458,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,994,658 | BOYAmt |
| EOY | $8,416,658 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,250,460 | BOYAmt |
| EOY | $548,167 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,197,994 | BOYAmt |
| EOY | $9,313,743 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,443,112 | BOYAmt |
| EOY | $18,278,568 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,661,535 | BOYAmt |
| EOY | $18,736,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$359,201 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,194,657 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $709,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,270,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $730,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,376,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,004,178 | CurrentTaxYearAmt |
| Total | $6,091,112 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $709,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,270,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $730,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,376,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,004,178 | CurrentTaxYearAmt |
| Total | $6,091,112 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,091,112 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $610,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $645,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $672,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $694,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $738,055 | CurrentTaxYearAmt |
| Total | $3,361,287 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,452,399 | TotalSupportAmt |
| Public Support CY170 | 0.64440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,400,563 | BeginningYearBalanceAmt |
| Contributions | $1,528,394 | ContributionsAmt |
| Investment Earnings Or Losses | $1,937,629 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $760,407 | OtherExpendituresAmt |
| End Year Balance | $18,106,179 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,651,366 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,560,976 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $811,779 | OtherExpendituresAmt |
| End Year Balance | $15,400,563 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,708,193 | BeginningYearBalanceAmt |
| Contributions | $295,999 | ContributionsAmt |
| Investment Earnings Or Losses | $435,991 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $788,817 | OtherExpendituresAmt |
| End Year Balance | $14,651,366 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,100,296 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,530,980 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $923,083 | OtherExpendituresAmt |
| End Year Balance | $14,708,193 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,351,269 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $2,375,202 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $626,675 | OtherExpendituresAmt |
| End Year Balance | $14,100,296 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $178,485 | DepreciationAmt |
| Book Value | $8,874 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,874 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $18,106,179 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,106,179 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE OR BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF TAX EXPENSE OR BENEFIT. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 2 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM MANAGMENT, ADMINISTRATION AND FUNDRAISING | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $100,683 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $100,683 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $100,683 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Cash Grant | $52,505 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE YALE-CHINA ASSOCIATION ISSUED GRANTS TO TWO CHINESE UNIVERSITIES FOR A SCHOLARSHIP PROGRAM FOR CHINESE UNDERGRADUATES WHO ARE FROM UNDER-PRIVILEGED BACKGROUNDS. WITHOUT THIS SUPPORT, IT MIGHT HAVE BEEN IMPOSSIBLE FOR THESE PROMISING YOUNG PEOPLE TO FINISH THEIR UNDERGRADUATE DEGREES. THE YALE-CHINA ASSOCIATION MONITORS THE GRANTS IN SEVERAL WAYS. FIRST THE INSTITUTION IS REQUIRED TO GIVE DETAILED FINANCIAL AND NARATIVE REPORTS TO THE ORGANIZATION, WHICH INCLUDES AN ACCOUNTING OF HOW EACH DOLLAR IS SPENT, AS WELL AS INFORMATION ON ALL OF THE STUDENTS WHO RECEIVED SCHOLARSHIPS. SECOND, A BILINGUAL MEMBER OF THE YALE-CHINA STAFF SERVES ON THE SCHOLARSHIP SELECTION COMMITTEE AT THE INSTITUTION TO ENSURE THE SELECTION PROCESS IS TRANSPARENT AND SOUND. THIRD, STAFF REGULARLY INTERACT WITH THE SCHOLARSHIP STUDENTS TO MONITOR THE SUPPORT THEY ARE RECEIVING FROM THE INSTITUTION. FINALLY, YALE-CHINA LIMITS THE AMOUNT OF MONEY FROM THE GRANTS THAT THE INSTITUTION CAN USE FOR ADMINISTRATIVE SUPPORT TO A NOMINAL AMOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID YOUTZ | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $153,590 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $153,590 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT, INCLUDING THE VICE PRESIDENT AND DIRECTOR OF FINANCE AND OPERATIONS, AND THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND ALL EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE FORM. DISCLOSURES ARE REVIEWED BY THE BOARD CHAIR AND THE GOVERNANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED BY A COMMITTEE AND THE BOARD TREASURER AND COMPARED TO SALARIES OF SIMILAR NONPROFIT EXECUTIVES WORKING IN THE SAME FIELD AND ALSO COMPARED TO THOSE WORKING IN CONNECTICUT. THAT COMPARISON INFORMATION IS KEPT ON FILE AT THE ORGANIZATION. THE EXECUTIVE DIRECTOR'S COMPENSATION IS THEN REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST |