Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 460,231 | 741,703 | 638,576 | 482,099 | 617,015 | 2,939,624 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 460,231 | 741,703 | 638,576 | 482,099 | 617,015 | 2,939,624 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 277,764 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,661,860 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 460,231 | 741,703 | 638,576 | 482,099 | 617,015 | 2,939,624 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 174,051 | 1,874 | 375 | 466 | 4,206 | 180,972 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 3,120,596 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | DWIGHT HALL AT YALE'S MISSION IS TO NURTURE AND INSPIRE STUDENTS AS LEADERS OF SOCIAL CHANGE AND TO ADVANCE JUSTICE AND SERVICE IN NEW HAVEN AND AROUND THE WORLD. AS SUCH, DWIGHT HALL AT YALE SUPPORTS STUDENTS AS THEY SEEK MEANINGFUL SERVICE OPPORTUNITIES, DEVELOPS THE CAPACITY FOR CIVIC LEADERSHIP AMONG THE STUDENT BODY, AND CREATES A COLLABORATIVE SPACE WHERE SOCIAL ISSUES ARE DISCUSSED, ANALYZED AND ACTED UPON IN CONCRETE WAYS. WITH A STRONG HISTORY OF SERVICE AND SOCIAL JUSTICE THAT GOES BACK TO 1886, THE ORGANIZATION SUPPORTS SERVICE FOR MORE THAN 58 STUDENT-RUN MEMBER GROUPS THAT ENGAGE APPROXIMATELY 3,500 STUDENTS, OR NEARLY 2/3, OF YALE'S UNDERGRADUATES EACH YEAR. DWIGHT HALL ENABLES STUDENTS TO DESIGN, MANAGE, EVALUATE AND ADAPT RESPONSES TO A WIDE RANGE OF LOCAL, NATIONAL AND GLOBAL NEEDS, THEN SUPPORTS THOSE EFFORTS THROUGH TRAINING, PEER MENTORSHIP, AND REFLECTION OPPORTUNITIES. THIS CULTURE OF ACTION AND REFLECTION ENCOURAGES STUDENT LEADERS TO SHARE BEST PRACTICES, LEARN FROM SUCCESSFUL LEADERS, AND COLLABORATE ON SOLVING SOCIETAL CHALLENGES. DWIGHT HALL AT YALE ALSO SEEKS TO FURTHER THE CORE MISSION AND VALUES OF THE ORGANIZATION THROUGH NON- TRADITIONAL MEANS, WHICH RESULTS IN COLLABORATIVE, PROGRESSIVE, AND EXPERIMENTAL LEARNING OPPORTUNITIES SUCH AS THE SOCIALLY RESPONSIBLE INVESTMENT FUND, AND THE ESTABLISHMENT OF A COMMUNITY-BASED LEARNING CURRICULUM AT YALE. ITS OUTREACH CURRENTLY INCLUDES ALUMNI AND STUDENTS FROM THE GRADUATE AND PROFESSIONAL SCHOOL AT THE UNIVERSITY AND THROUGH YALE CLUBS. A MORE EXTENSIVE AND INTERGENERATIONAL COMMUNITY WILL ENHANCE THE EXPERIENCE OF UNDERGRADUATES WHILE FURTHERING SOCIAL CHANGE THROUGH INCREASED VOLUNTEERISM AND ACTIVISM. |
| FORM 990, PAGE 2, PART III, LINE 4A | CONJUNCTION WITH FIELD EXPERTS THAT IS REALISTIC, WILL SHOW DEMONSTRABLE RESULTS, AND CONTRIBUTE POSITIVELY TO THE COMMUNITY. THE PUBLIC SCHOOL INTERNS STUDENTS SERVE AS LIAISONS BETWEEN THE YALE COMMUNITY AND A NEW HAVEN PUBLIC SCHOOL TO WHICH THEY ARE ASSIGNED. SUPPORTED ALSO BY YALE'S OFFICE OF NEW HAVEN AND STATE AFFAIRS, PUBLIC SCHOOL INTERNS ARE RESOURCES FOR OTHER STUDENT GROUPS PERFORMING SERVICE AND AN INVALUABLE LINK TO THE COMMUNITY. DWIGHT HALL ALSO ADVANCES UNIQUE LEADERSHIP OPPORTUNITIES FOR STUDENTS THROUGH PROGRAMS LIKE THE SOCIALLY RESPONSIBLE INVESTMENT FUND, WHOSE MISSION IS TO ENSURE FINANCIAL SUCCESS OF A PORTION OF DWIGHT HALL'S ENDOWMENT WHILE RAISING AWARENESS OF THE IMPORTANCE OF INCORPORATING ENVIRONMENTAL, SOCIAL, AND CORPORATE GOVERNANCE ISSUES. |
| FORM 990, PAGE 2, PART III, LINE 4B | AND REFLECTION THAT PROVIDES THE GREATEST SUPPORT TO OUR STUDENT GROUPS. |
| FORM 990, PAGE 2, PART III, LINE 4C | EXPAND TO MORE STUDENTS WHILE ACHIEVING A HIGH ATTENDANCE RATE REGULARLY. IN THE LAST YEAR, CAS ENGAGED 337 CO-OP HIGH SCHOOL STUDENTS; OFFERED 45 ARTS, ACADEMIC, AND ENRICHMENT PROGRAMS EACH SEMESTER; RAN AND PRODUCED THE THEATRICAL PERFORMANCE IN PARTNERSHIP WITH CO-OP, THE CITY OF NEW HAVE COMPREHENSIVE ARTS DEPARTMENT, AND THE ELM SHAKESPEARE COMPANY; AND PROVIDED EMPLOYMENT OR VOLUNTEER OPPORTUNITIES FOR OVER 23 YALE STUDENTS/GROUPS. |
| FORM 990, PAGE 2, PART III, LINE 4D | J-Z AMP - FUNDED BY THE JONES-ZIMMERMANN FOUNDATION, THE JONES-ZIMMERMANN ACADEMIC MENTORING PROGRAM (J-Z AMP) IS A THREE-YEAR INITIATIVE THAT PAIRS SOPHOMORE MENTORS WITH 6TH GRADE MENTEES. MENTORING RELATIONSHIPS ARE SUSTAINED THROUGH RESPECTIVE GRADUATIONS, WHEN MENTORS FINISH THEIR YALE UNIVERSITY CAREER AND MENTEES ENTER HIGH SCHOOL. DEPLOYING UP TO 20 MENTORS, THE PROGRAM IDENTIFIES YOUTH WHO STRUGGLE ACADEMICALLY AND EMPLOYS A TRIANGULAR MENTORING MODEL THAT FOSTERS AN ACADEMIC-CENTERED RELATIONSHIP THAT ALSO ALLOWS THE CHILD TO DEVELOP PERSONALLY. EACH WEEK, THE MENTOR/MENTEE SPEND TIME DEVELOPING ACADEMICS, BUT ADDITIONAL TIME IS BUILT IN FOR PERSONAL EXPRESSION AND UNIQUE LEARNING OPPORTUNITIES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS, FOLLOWING THE COMPLETION OF THE AUDITED FINANCIAL STATEMENTS. THE BUSINESS MANAGER AND EXECUTIVE DIRECTOR PROVIDE ADDITIONAL INFORMATION AND REVIEW THE DRAFT RETURN. THE DRAFT IS THEN REVIEWED BY THE OFFICERS WITH THEIR COMMENTS INCORPORATED INTO THE RETURN TO BE FILED WITH THE IRS. THE FINAL VERSION OF THE FORM 990 IS CIRCULATED TO THE BOARD OF DIRECTORS VIA EMAIL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH MEMBER OF THE BOARD FILLS OUT A CONFLICT OF INTEREST ANNUALLY. THE GOVERNANCE COMMITTE REVIEWS ALL FORMS AND ANY ISSUES ARE DISCUSSED WITH THE EXECUTIVE COMMITTEE FOR ACTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS DETERMINE THE SALARY OF THE EXECUTIVE DIRECTOR THROUGH COMPARISON WITH THE CONNECTICUT NONPROFIT COMPENSATION STUDY AND PEER INSTITUTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE CHAIRMAN OF THE BOARD DETERMINES SALARIES AND SALARY ADJUSTMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, IN ACCORDANCE WITH APPLICABLE STATE LAW. |
| FORM 990, PART VII | ALL EMPLOYEES OF THE ORGANIZATION ARE PAID THROUGH YALE UNIVERSITY. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS 47,847 50,377 0 |
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