Yankee Alliance Inc

Andover, MA
Tax-exempt since Nov. 1984
EIN: 22-2561879

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$89.4k (2024)

Expenses

$245k (2024)

Total Assets

$3.15M (2024)

Total Liabilities

$106k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Revenue

$89,435

Expenses

$244,768

Net Income

-$155,333

Net Assets

$3,043,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$79,953	89.4%
Dividends	$0
Sales of Assets	$0
Other Income	$9,482	10.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,596	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,149,220
Total Liabilities	$105,899
Net Assets	$3,043,321

Compensation

Key Employees and Officers	Compensation	Other
Stephen Grubbs (Chairman & Treasurer)	$0	$0
Darlene Rodowicz (Vice Chairman)	$0	$0
Andrew De Voe (Director)	$0	$0
David Mc Cready (Director)	$0	$0
Larry Kaufman (Ceo/President/Clerk)	$0	$0
Amy Campbell (Chief Operating Officer)	$0	$0
Melanie Kawiecki (Chief Financial Officer)	$0	$0
Susan Green (Past Director)	$0	$0
Rayford Kruger (Past Director)	$0	$0

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990-PF

Filed on Jan. 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$41,807

Expenses

$224,899

Net Income

-$183,092

Net Assets

$3,198,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,098	84.0%
Dividends	$0
Sales of Assets	$0
Other Income	$6,709	16.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,525	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,317,425
Total Liabilities	$118,771
Net Assets	$3,198,654

Compensation

Key Employees and Officers	Compensation	Other
Stephen Grubbs (Chairman & Treasurer)	$0	$0
Darlene Rodowicz (Vice Chairman)	$0	$0
Susan Green (Director)	$0	$0
Rayford Kruger (Director)	$0	$0
Joseph White (Past Chairman)	$0	$0
Larry Kaufman (Ceo/President)	$0	$0
Amy Campbell (Chief Administrative Officer)	$0	$0
Melanie Kawiecki (Chief Financial Officer)	$0	$0

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990-PF

Filed on Feb. 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$203,889

Expenses

$221,071

Net Income

-$17,182

Net Assets

$3,381,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$196,577	96.4%
Other Income	$7,312	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,253	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,560,139
Total Liabilities	$178,393
Net Assets	$3,381,746

Compensation

Key Employees and Officers	Compensation	Other
Joseph White (Chairman)	$0	$0
Stephen Grubbs (Treasurer & Vice Chair)	$0	$0
Rayford Kruger (Director)	$0	$0
Darlene Rodowicz (Director)	$0	$0
Phil Oliveira (Past Director)	$0	$0
Keith Hovan (Past Chairman)	$0	$0
David Phelps (Past Director)	$0	$0
Larry Kaufman (Ceo/President)	$0	$0
Amy Campbell (Chief Administrative Officer)	$0	$0
Melanie Kawiecki (Chief Financial Officer)	$0	$0

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990-PF

Filed on Feb. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$918,210

Expenses

$1,072,433

Net Income

-$154,223

Net Assets

$3,595,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,008	0.7%
Dividends	$0
Sales of Assets	$911,078	99.2%
Other Income	$1,124	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,034,859	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,700,358
Total Liabilities	$104,853
Net Assets	$3,595,505

Compensation

Key Employees and Officers	Compensation	Other
Keith Hovan (Chairman)	$0	$0
Joseph White (Vice Chairman)	$0	$0
Stephen Grubbs (Treasurer)	$0	$0
David Phelps (Director)	$0	$0
Dianne Shugrue (Past Director)	$0	$0
Larry Kaufman (Ceo/President)	$0	$0
Amy Campbell (Chief Administrative Officer)	$0	$0
Melanie Kawiecki (Chief Financial Officer)	$0	$0
Cathy Spinney (Past Ceo/President)	$0	$0

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990-PF

Filed on March 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$1,829,185

Expenses

$1,111,183

Net Income

$718,002

Net Assets

$4,611,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,186	0.3%
Dividends	$0
Sales of Assets	$1,817,697	99.4%
Other Income	$5,302	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,042,203	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,752,960
Total Liabilities	$141,455
Net Assets	$4,611,505

Compensation

Key Employees and Officers	Compensation	Other
Keith Hovan (Chairman)	$0	$0
Joseph White (Vice Chairman)	$0	$0
Stephen Grubbs (Treasurer)	$0	$0
David Phelps (Director)	$0	$0
Dianne Shugrue (Director)	$0	$0
Amy Campbell (Chief Administrative Officer)	$0	$0
Melanie Kawiecki (Chief Financial Officer)	$0	$0
Cathy Spinney (Ceo/President)	$0	$0

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990-PF

Filed on June 24, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2019

Revenue

$1,180,742

Expenses

$893,408

Net Income

$287,334

Net Assets

$2,826,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,683	0.2%
Dividends	$0
Sales of Assets	$1,079,156	91.4%
Other Income	$98,903	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$816,000	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,020,041
Total Liabilities	$193,619
Net Assets	$2,826,422

Compensation

Key Employees and Officers	Compensation	Other
Keith Hovan (Chairman)	$0	$0
Joseph White (Vice Chairman)	$0	$0
Stephen Grubbs (Treasurer)	$0	$0
David Phelps (Director)	$0	$0
Dianne Shugrue (Director, Past Treasurer)	$0	$0
Amy Campbell (Chief Administrative Officer)	$0	$0
Melanie Kawiecki (Chief Financial Officer)	$0	$0
Cathy Spinney (Ceo/President)	$0	$0
David Lincoln (Past Vice Chairman)	$0	$0
Normand Deschene (Past Director)	$0	$0
Matthew Woods (Past Director)	$0	$0
John Vlahopoulos (Past Chief Customer Officer)	$0	$0

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990-PF

Filed on June 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2018

Revenue

$953,334

Expenses

$899,532

Net Income

$53,802

Net Assets

$2,535,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,628	0.3%
Dividends	$0
Sales of Assets	$811,945	85.2%
Other Income	$138,761	14.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$816,000	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,832,732
Total Liabilities	$296,913
Net Assets	$2,535,819

Compensation

Key Employees and Officers	Compensation	Other
Keith Hovan (Chairman)	$0	$0
David Lincoln (Vice Chairman)	$0	$0
Dianne Shugrue (Treasurer)	$0	$0
Normand Deschene (Director)	$0	$0
David Phelps (Director)	$0	$0
Matthew Woods (Director)	$0	$0
Cathy Spinney (Chief Operating Officer)	$0	$0
Amy Campbell (Svp Corporate Operations)	$0	$0
Melanie Kawiecki (Svp Finance)	$0	$0
John Vlahopoulos (Svp Member Services)	$0	$0
James Oliver (Past Ceo/President/Clerk)	$0	$0

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990-PF

Filed on June 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2017

Revenue

$1,090,635

Expenses

$737,961

Net Income

$352,674

Net Assets

$2,519,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,074	0.5%
Dividends	$0
Sales of Assets	$915,205	83.9%
Other Income	$170,356	15.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$686,846	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,796,106
Total Liabilities	$276,186
Net Assets	$2,519,920

Compensation

Key Employees and Officers	Compensation	Other
David Phelps (Director)	$0	$0
David Lincoln (Vice Chairman)	$0	$0
Dianne Shugrue (Treasurer)	$0	$0
Normand Deschene (Director)	$0	$0
Keith Hovan (Chairman)	$0	$0
Pat Jordan (Director)	$0	$0
Matthew Woods (Director)	$0	$0
James Oliver (Ceo/President/Clerk)	$0	$0
Cathy Spinney (Chief Operating Officer)	$0	$0
Melanie Kawiecki (Svp Finance)	$0	$0

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990-PF

Filed on July 17, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2016

Revenue

$1,219,827

Expenses

$945,205

Net Income

$274,622

Net Assets

$2,271,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,363	0.6%
Dividends	$0
Sales of Assets	$972,250	79.7%
Other Income	$240,214	19.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$920,271	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,543,231
Total Liabilities	$271,495
Net Assets	$2,271,736

Compensation

Key Employees and Officers	Compensation	Other
David Phelps (Director)	$0	$0
David Lincoln (Vice Chairman)	$0	$0
Dianne Shugrue (Treasurer)	$0	$0
Normand Deschene (Director)	$0	$0
Keith Hovan (Chairman)	$0	$0
Dale Lodge (Past Director)	$0	$0
Pat Jordan (Director)	$0	$0
James Oliver (Ceo/President/Clerk)	$0	$0
Cathy Spinney (Chief Operating Officer)	$0	$0
Mark Scagliarini (Chief Supply Chain Officer)	$0	$0
Melanie Kawiecki (Svp Finance)	$0	$0

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990-PF

Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Revenue

$1,195,008

Expenses

$3,263,708

Net Income

-$2,068,700

Net Assets

$2,165,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,828	0.7%
Dividends	$0
Sales of Assets	$873,994	73.1%
Other Income	$313,186	26.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,058,066	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,459,852
Total Liabilities	$294,639
Net Assets	$2,165,213

Compensation

Key Employees and Officers	Compensation	Other
David Phelps (Director)	$0	$0
David Lincoln (Vice Chairman)	$0	$0
Dianne Shugrue (Treasurer)	$0	$0
Normand Deschene (Director)	$0	$0
Keith Hovan (Chairman)	$0	$0
Dale Lodge (Director)	$0	$0
James Oliver (President/Clerk)	$0	$0
Charles Manning (Past Chief Financial Officer)	$0	$0
Cathy Spinney (Chief Operating Officer)	$0	$0
Mark Scagliarini (Chief Supply Chain Officer)	$0	$0

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990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Revenue

$1,476,326

Expenses

$3,387,629

Net Income

-$1,911,303

Net Assets

$4,475,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,422	0.8%
Dividends	$3,049	0.2%
Sales of Assets	$994,548	67.4%
Other Income	$466,307	31.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,091,872	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,985,009
Total Liabilities	$509,108
Net Assets	$4,475,901

Compensation

Key Employees and Officers	Compensation	Other
David Phelps (Director)	$0	$0
David Lincoln (Treasurer)	$0	$0
Dianne Shugrue (Director)	$0	$0
Normand Deschene (Director)	$0	$0
Keith Hovan (Vice Chairman)	$0	$0
Dale Lodge (Chairman)	$0	$0
James Oliver (President/Clerk)	$0	$0
Charles Manning (Chief Financial Officer)	$0	$0
Cathy Spinney (Chief Customer Officer)	$0	$0
Mark Scagliarini (Chief Supply Chain Officer)	$0	$0

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990-PF

Filed on April 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2013

Revenue

$1,417,808

Expenses

$3,297,457

Net Income

-$1,879,649

Net Assets

$6,614,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,330,309	93.8%
Investment Income	$15,407	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$72,092	5.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,120,166
Total Liabilities	$505,590
Net Assets	$6,614,576

990

Filed on May 22, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2012

Revenue

$4,722,412

Expenses

$8,482,570

Net Income

-$3,760,158

Net Assets

$8,494,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,670,326	98.9%
Investment Income	$52,086	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$756,825	8.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,159,808	25.5%

Assets/Debt
Total Assets	$9,877,591
Total Liabilities	$1,383,366
Net Assets	$8,494,225

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2011

Revenue

$7,936,802

Expenses

$10,818,189

Net Income

-$2,881,387

Net Assets

$12,254,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,493,492	94.4%
Investment Income	$443,310	5.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$726,608	6.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,787,638	44.3%

Assets/Debt
Total Assets	$13,655,623
Total Liabilities	$1,401,240
Net Assets	$12,254,383

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Yankee Alliance Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $89.4k (2024)

Expenses $245k (2024)

Total Assets $3.15M (2024)

Total Liabilities $106k (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Revenue

$89.4k (2024)

Expenses

$245k (2024)

Total Assets

$3.15M (2024)

Total Liabilities

$106k (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001