Yale Westchester Alumni Association

Nonprofit profile at a glance

EIN
136161362
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Harrison, NY, USA
Phone
9143818900
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$10,518
Expenses
$8,296
Assets
$98,861
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • TIM MATTISON (PRESIDENT AND TREASURER)
  • BK MUNGUIA (VICE PRESIDENT)
  • REGINA SERAI (VICE PRESIDENT)

People named in this filing

  • TIM MATTISON (PRESIDENT AND TREASURER)
  • BK MUNGUIA (VICE PRESIDENT)
  • REGINA SERAI (VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Yale westchester alumni association, founded 1908, promotes and pursues three core services to yale university, to yale alumni living working in the region, and to the westchester community as a whole. (1) it supports and develops a scholarship endowment for financial aid to yale undergraduates from westchester. (2) it provides educational and community service activities for the community of yale alumni, drawing on the creativity of yale faculty, students, and graduates who are leaders in their fields. These events include lectures, musical performances, debate, and summer intern service opportunities. (3) it serves the university and prospective students by providing volunteers to interview candidates for undergraduate admission to yale.

What it reported doing in 2025

To raise funds for westchester students attending yale university.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 82
  • Sustainability: 76
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.5%; rating input score 80
  • Program expense ratio: 72.3%; rating input score 72

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 21.1%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 11.92; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -1.1% per year; rating input score 0; 44th percentile among comparable filings
  • Revenue growth: -6.8% per year; rating input score 0; 30th percentile among comparable filings
  • Asset growth: 1% per year; rating input score 100; 42nd percentile among comparable filings

Details

  • Where the money goes: 80.5% of revenue deployed · 72.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $6K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.