Yankee Institute for Public Policy

The Yankee Institute for Public Policy is a non-partisan, public policy think tank that advocates for individual freedom, limited government, and free markets in Connecticut. 1

At-A-Glance

Location:

Hartford, CT

Formation:

1985

President:

Carol Platt Liebau

Tax ID: 52-1358144
Most Recent Filing: 2024
Budget (2024): Assets: $2,034,655 Revenue: $1,969,569 Expenses: $2,562,172

Contents

    The Yankee Institute for Public Policy is affiliated with the Yankee Action PAC and the Yankee Charitable Foundation. The Yankee Institute supports the website CTWorkers.org.

    The Yankee Institute for Public Policy is an associate member of the State Policy Network, a coalition of free-market state-level policy organizations. 2 While the Yankee Institute is non-partisan, members of its staff and board have affiliations with the Republican Party.

    Activity

    The Yankee Institute for Public Policy is a non-partisan, public policy think tank that advocates for individual freedom, limited government, and free markets in Connecticut. 1

    The Yankee Institute claims that Connecticut has the most poorly funded pension system for state employees in the country. The Institute bases this claim on a 2020 report published by the American Legislative Exchange Council (ALEC), which makes its calculations using a “risk free” discount rate, while Connecticut’s 2020 Comprehensive Annual Financial Report makes its calculations based on its assumed annual return on pension investments. ALEC advocates for pension reform by implementing defined-contribution or risk-sharing plans and avoiding pension investments based on ESG (environmental, social, and corporate governance) principles. The Yankee Institute notes that pension reforms for Connecticut state employees require approval by the State Employee Bargaining Agent Coalition and teacher pensions would need to be changed legislatively, as they are set in state statute. 3

    In 2021, the Yankee Institute opposed the Transportation and Climate Initiative (TCI) program. The Institute claims that because TCI would cap Connecticut’s transportation emissions, it would limit the amount of gasoline and diesel available for purchase, increasing the price of gas and getting goods to market, ultimately raising food prices. The Institute points to data and analysis from both the Energy Information Administration and the Connecticut Energy Marketers Association showing that a reduction in gas tax revenues would also cause Connecticut’s Special Transportation Fund to be underfunded by $500 million over a ten year period. 4

    The Yankee Institute claims that a Connecticut bill legalizing the sale of recreational marijuana would require employers to give up some of their rights under the National Labor Relations Act, due to its inclusion of union-friendly language. The Institute states that the bill requires marijuana retailers to enter into a labor peace agreement in order to obtain a license and requires a project labor agreement for any related construction or renovation costing over $5 million. The Yankee Institute claims that the bill ultimately encourages the unionization of retail cannabis workers. 5

    The Yankee Institute supports CTWorkers.org, 6 a website that claims to support workplace rights. The site provides information on resigning from workers’ unions altogether, remaining in a local union but not in a state or national union, and union democracy. 7

    Funding

    The Yankee Institute for Public Policy is funded by donations from individuals, foundations, and corporations. While the Yankee Institute does not disclose its donors, tax filings show donations from DonorsTrust ($634,200 in 2018), 8 Donors Capital Fund ($390,200 in 2010), 9 and the State Policy Network ($134,300 in 2017). 10

    People

    Staff

    Carol Platt Liebau is the president of the Yankee Institute for Public Policy. Liebau formerly served as a legislative assistant to former Senator Kit Bond (R-MO) and formerly worked as a campaign consultant for former Sen. John Ashcroft (R-MO) and former Rep. Tom Campbell (R-CA). 11

    Jordanne Anderson is the director of development and strategic growth at the Yankee Institute. Anderson formerly worked as the finance director of the Massachusetts Fiscal Alliance 12 and as the campaign manager for Ryan Fattman (R-Worcester) in his successful 2014 race for Massachusetts State Senate. 13

    Ken Girardin is the director of policy and research at the Yankee Institute. Girardin formerly worked as a policy analyst at the Empire Center for Public Policy, as the director of governmental affairs for former New York State Senator Kathy Marchione (R), and as the interim chief of staff for former New York State Assemblyman Steve McLaughlin (R). 14

    Frank Ricci is a fellow of labor and special initiatives at the Yankee Institute. Ricci is the former president of the New Haven Fire Fighters Union. 11

    Gail Lavielle is a fellow at the Yankee Institute. Lavielle formerly served as a Republican member of the Connecticut House of Representatives, where she served as an Assistant Minority Leader and as a commissioner of the Connecticut Public Transportation Commission. 15

    Fergus Cullen is the former executive director of the Yankee Institute and former chair of the New Hampshire Republican Party. 16

    Board of Directors

    Board chair Ken Boudreau formerly served as chair of the Connecticut Chapter of the National Association of Staffing Services and on the boards of the Connecticut Business and Industry Association and the Hartford Archdiocese Board of Education. 17

    Gerald Gunderson is a co-founder of the Yankee Institute. Gunderson formerly served on the Governor’s panel on public school equity and funding and as president of the Association of Private Enterprise Education. 18

    Tom Lasersohn formerly served on the Board of Finance in Westport, Connecticut. 17

    Mark D. Nielsen is a former Republican Connecticut Senator and member of the Connecticut House of Representatives. Nielsen formerly served as chief of staff for then-Governor Mitt Romney (R-MA). 17

    Betsy McCaughey (R) formerly served as Lieutenant Governor of New York and on the Trump administration’s Economic Advisory Committee. 17

    Penny Young serves as a member of the Connecticut Commission on Women, Children, Seniors, Equity and Opportunity and as secretary of the New Canaan chapter of the League of Women Voters. 17

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $2,034,655 $1,969,569 $2,562,172 View
    2023 $2,560,960 $2,165,641 $2,537,340 View
    2022 $2,903,948 $1,639,522 $1,975,272 View
    2021 $3,225,283 $2,285,850 $1,435,235 View
    2020 $2,422,911 $1,798,908 $1,260,704 View

    Prior year filings: 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010

    Revenue Detail

    Expenses Detail

    Employee Compensation

    • Number of Employees: 17

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Carol Platt LiebauPRESIDENT$210,000
    Matthew FoxCHIEF OPERATIONS OFFICER$160,000
    Carolanne MarquisEMPLOYEE$129,000
    Conner DrigotasMANAGING EDITOR$118,965
    Bryce ChinaultEMPLOYEE$108,887

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $7,778,400
    • Number of Grants: 279
    • Number of Funders: 68

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $336,5002021 Donors Trust Inc$331,500 for general operations/ $5,000 for an event sponsorship
    $330,7002020 Donors Trust Incfor general operations
    $200,0002024 Robert and Ardis James Foundation IncGENERAL & UNRESTRICTED
    $200,0002023 Robert and Ardis James Foundation IncSecond installment of challenge grant
    $200,0002022 Robert and Ardis James Foundation IncFirst installment of challenge grant.
    $180,0002022 Donors Trust Incfor general operations
    $170,0002020 The Yankee Charitable FoundationGeneral support
    $150,0002023 Robert and Ardis James Foundation IncGeneral support grant to help launch the CT Center for Educational Fairness
    $124,0002024 STATE POLICY NETWORKGENERAL OPERATING
    $114,1752020 Fidelity Investments Charitable Gift FundFor grant recipient's exempt purposes
    $105,0002023 Donors Trust Incfor general operations
    $100,0002024 The Mcinerney Family FoundationCHARITABLE CONTRIBUTION
    $100,0002022 STATE POLICY NETWORKGENERAL OPERATING
    $90,7562020 Robert and Ardis James Foundation IncPayment for challenge grant 2018-2020
    $89,9252021 Fidelity Investments Charitable Gift FundFor grant recipient's exempt purposes
    $85,0002021 The Lynde and Harry Bradley Foundation IncTo support a 2021 Bradley Freedom Grant
    $75,3002020 The Ayco Charitable FoundationPublic service
    $75,0002021 The Lynde and Harry Bradley Foundation IncTo support workplace freedom efforts
    $75,0002020 Robert and Ardis James Foundation IncGeneral & Unrestricted
    $60,0002021 Robert and Ardis James Foundation IncGeneral & Unrestricted
    $55,0002024 Donors Trust Incfor general operations
    $50,0002025 The Mcinerney Family FoundationCHARITABLE CONTRIBUTION
    $50,0002024 Beth and Ravenel Curry FoundationRESTRICTED – $50,000 EDUCATIONAL CAMPAIGN ON OPPORTUNITY SCHOLARSHIPS
    $50,0002024 Robert and Ardis James Foundation IncGeneral & Unrestricted
    $50,0002024 The Lynde and Harry Bradley Foundation IncTo support workplace freedom efforts

    References

    1. “About.” Yankee Institute for Public Policy, 2021. Accessed June 26, 2021. https://yankeeinstitute.org/about/.
    2. “The Network: Connecticut.” State Policy Network, 2021. Accessed June 26, 2021. https://spn.org/directory/#CT.
    3. Fitch, Marc E. “Report: Connecticut has worst-funded pension system in the country.” Yankee Institute for Public Policy, June 25, 2021. Accessed June 26, 2021. https://yankeeinstitute.org/2021/06/25/report-connecticut-has-worst-funded-pension-system-in-the-country/.
    4. Fitch, Marc E. “Transportation and Climate Initiative could cost Special Transportation Fund $500 million in revenue, according to analysis.” Yankee Institute for Public Policy, May 26, 2021. Accessed June 26, 2021. https://yankeeinstitute.org/2021/05/26/transportation-and-climate-initiative-could-cost-special-transportation-fund-500-million-in-revenue-according-to-analysis/
    5. Fitch, Marc E. “Connecticut legal marijuana bill favors unions with labor peace agreements and project labor agreements.” Yankee Institute for Public Policy, June 7, 2021. Accessed June 26, 2021. https://yankeeinstitute.org/2021/06/07/connecticut-legal-marijuana-bill-favors-unions-with-labor-peace-agreements-and-project-labor-agreements/.
    6. “Terms of Use and Privacy Policy.” CT Workers, 2019. Accessed June 26, 2021. https://www.ctworkers.org/terms-of-use.
    7. “Home.” CT Workers, 2019. Accessed June 26, 2021. https://www.ctworkers.org/home.
    8. DonorTrust, Return of Organization Exempt from Income Tax (Form 990), 2018, Schedule I, Part II.
    9. Donors Capital Fund, Inc, Return of Organization Exempt from Income Tax (Form 990), 2010, Schedule I, Part II.
    10. State Policy Network, Return of Organization Exempt from Income Tax (Form 990), 2017, Schedule I, Part II.
    11. “Yankee Institute Staff.” Yankee Institute for Public Policy, 2021. Accessed June 26, 2021. https://yankeeinstitute.org/yankee-institute-staff/.
    12. Phillips, Frank. “Nonpartisan group’s tax status is under review.” Boston Globe, March 29, 2016. Accessed June 26, 2021. https://www.bostonglobe.com/metro/2016/03/29/active-campaigns-group-nonpartisan-status-now-under-review/us2q2UkcD3zO3y53OJlXgP/story.html.
    13. “2015 Campaign Excellence Awards.” American Association of Political Consultants, 2021. Accessed June 26, 2021. https://theaapc.org/campaign-excellence-awards/2015-campaign-excellence-winners/.
    14. “Ken Girardin.” LinkedIn, 2021. Accessed June 26, 2021. https://www.linkedin.com/in/kengirardin/.
    15. “Gail Lavielle.” LinkedIn, 2021. Accessed June 26, 2021. https://www.linkedin.com/in/gail-lavielle-548838/.
    16. “Fergus Cullen.” LinkedIn, 2021. Accessed June 26, 2021. https://www.linkedin.com/in/fergus-cullen-aaa1b411/.
    17. “Yankee Institute Board.” Yankee Institute for Public Policy, 2021. Accessed June 26, 2021. https://yankeeinstitute.org/board/.
    18. “Gerald A. Gunderson.” Trinity College. Accessed June 26, 2021. https://internet3.trincoll.edu/facProfiles/Default.aspx?fid=1000755.