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Nonprofiteer
← THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC

Form 990 for tax year 2022

Filed by THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC.

Totals

Total revenue
$1,639,522
Total expenses
$1,975,272
Contributions and grants received
$1,733,851
Grants paid
$0
Program service revenue
$0
Investment income
$3,161
Other revenue
-$97,490
Total assets, end of year
$2,903,948
Total liabilities, end of year
$25,283
Net assets or fund balances, end of year
$2,878,665
Program services expenses (Part IX)
$1,574,994
Management and general expenses
$214,751
Fundraising expenses
$185,527
Program service expenses (Part III)
$1,574,994

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $64,125

  • 1f · All other contributions, gifts and grants

    $1,669,726

  • 1g · Noncash contributions included above

    $16,577

  • 3 · Investment income

    total $3,161 · excluded $3,161

  • 8a · Fundraising events: gross income

    $11,900

  • 8a · Fundraising events: contributions included on line 1c

    $64,125

  • 8b · Fundraising events: direct expenses

    $109,390

  • 8c · Net income from fundraising events

    total -$97,490 · excluded -$97,490

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $179,135 · program services $107,481 · management and general $17,914 · fundraising $53,740

  • 7 · Other salaries and wages

    total $874,050 · program services $754,798 · management and general $45,520 · fundraising $73,732

  • 8 · Pension plan contributions

    total $10,604 · program services $10,028 · management and general $394 · fundraising $182

  • 9 · Other employee benefits

    total $55,615 · program services $45,604 · management and general $3,337 · fundraising $6,674

  • 10 · Payroll taxes

    total $94,843 · program services $77,771 · management and general $5,691 · fundraising $11,381

  • 11b · Fees: legal

    total $27,477 · management and general $27,477

  • 11c · Fees: accounting

    total $13,150 · management and general $13,150

  • 11g · Fees: other

    total $430,930 · program services $403,179 · management and general $427 · fundraising $27,324

  • 12 · Advertising and promotion

    total $67,080 · program services $64,530 · fundraising $2,550

  • 13 · Office expenses

    total $54,558 · program services $39,039 · management and general $11,913 · fundraising $3,606

  • 14 · Information technology

    total $8,641 · management and general $8,641

  • 16 · Occupancy

    total $52,716 · management and general $52,716

  • 17 · Travel

    total $21,022 · program services $9,036 · management and general $8,938 · fundraising $3,048

  • 23 · Insurance

    total $3,138 · management and general $3,138

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $43,686 · program services $30,922 · management and general $10,837 · fundraising $1,927

  • 24b · Other expenses: EDUCATION MAILINGS

    total $32,402 · program services $31,324 · fundraising $1,078

  • 24c · Other expenses: BANK FEE

    total $4,174 · management and general $4,174

  • 24d · Other expenses: MEALS

    total $1,980 · program services $1,282 · management and general $484 · fundraising $214

  • 24e · All other expenses

    total $71 · fundraising $71

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,634,617 · end of year $1,285,654

  • 2 · Savings and temporary cash investments

    beginning of year $1,577,126 · end of year $1,596,926

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $10,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,381 · end of year $2,500

  • 10a · Land, buildings and equipment: cost or other basis

    $11,228

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,010

  • 10c · Land, buildings and equipment, net

    beginning of year $7,509 · end of year $6,218

  • 15 · Other assets

    beginning of year $2,650 · end of year $2,650

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $25,283

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,225,283 · end of year $2,878,665

Mission and programs · 2022

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO EDUCATE THE GENERAL PUBLIC ABOUT EFFICIENCY OF SERVICES PROVIDED BY GOVERNMENT THROUGH GOVERNMENT PUBLIC POLICY.

Activities or mission (Part I)

SEE SCHEDULE O.

  • EDUCATION AND PUBLIC AWARENESS OF PUBLIC POLICIES THAT PROMOTE EFFICIENCY IN GOVERNMENT THROUGH PUBLIC SPEAKING, EDUCATIONAL EVENTS, NEWSPAPER OP-EDS, TV, RADIO, NEWSLETTERS AND THE INTERNET.

    Expenses $1,574,994

As filed on the 2022 return.

Listed in Part VII

  • Carol Platt Liebau

    PRESIDENT

    Total calculated
    $179,135
    From this org
    $173,077
    From related orgs
    $0
    Other
    $6,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,077
    Bonus
    $0
    Other
    $0
    Deferred
    $6,058
    Nontaxable benefits
    $0
    Filer's total
    $179,135

  • Betsy McCaughey PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Tohir

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gerald Gunderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.25 related

  • Ken Boudreau

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Penny Young

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Tom Lasersohn

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • David Kelsey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Nielson

    DIRECTOR (UNTIL 1/2022)

    Total calculated
    $0
    Hours/week
    0.5

  • Matthew Fox

    DIRECTOR OF OPERATIONS

    Total calculated
    $125,617
    From this org
    $121,369
    From related orgs
    $0
    Other
    $4,248
    Hours/week
    40

  • Conner Drigotas

    MANAGING EDITOR

    Total calculated
    $108,555
    From this org
    $108,555
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333189349316983

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