Civic Intelligence

Sophia G Daland Trust

EIN 02-6009563 • 501(c)3 • Mont Vernon, NH

Profile

To maintain and support the mont vernon, nh town library and assist with other town projects.

36 Mason RoadMont Vernon, NH 03057

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

$2,049,607

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$2,049,607

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin91st percentile

Revenue

$110,427

No earlier filing loaded for comparison.

Expenses

$49,704

No earlier filing loaded for comparison.

Net Income

$60,723

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2021: $2,049,607Liabilities 2021: $0Net Assets 2021: $2,049,6072021

Highlighted filing

2021

Assets$2,049,607
Liabilities$0
Net Assets$2,049,607
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2021: $110,427Expenses 2021: $49,704Net Income 2021: $60,7232021

Highlighted filing

2021

Revenue$110,427
Expenses$49,704
Net Income$60,723
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,049,607
Liabilities
$0
Net assets
$2,049,607
Revenue
$110,427
Expenses
$49,704
Net income
$60,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.11$0.05$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 10, 2021
Return Version
2020v4.1
Gross Receipts
$935,402
Mission and Program Overview

Mission

To maintain and support the mont vernon, nh town library and assist with other town projects.

Contribute to, maintain and enhance the mont vernon, nh town library, as well as other town projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,426,328$1,487,051▲ $60,723
Cash and Non-Interest-Bearing Accounts$22,221$623,822▲ $601,601
Investments in Publicly Traded Securities$746,299$602,458▼ $143,841
Investments Other Securities$370,364$573,327▲ $202,963
Pd in Cap Srpls Land Bldg Eqp Fund$562,556$562,556→ $0
Savings and Temporary Cash Investments$850,000$250,000▼ $600,000
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,988,884$2,049,607▲ $60,723
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,988,884$2,049,607▲ $60,723
Total Liabilities and Net Assets / Fund Balance$1,988,884$2,049,607▲ $60,723

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$322,565--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Kirk PomeroyTrustee
Peter KingTrustee
Anne DoddTrustee,treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$110,427
Other Revenue
$0
Change in Net Assets
$60,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,334
Other Expenses$21,370
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,334--$28,334
Fees for Service Investment Mgmnt Fees-$13,561-$13,561
Fees for Services Accounting-$6,025-$6,025
Office Expenses-$208-$208
Other Expenses-$70-$70
Total Functional Expenses$28,334$21,370$0$49,704
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Daland Memorial LibraryMont Vernon, NH-Support and Maintenance of Town Library$28,334
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Formal minutes are not maintained as the 3 trustees review matters and take appropriate actions at that time.”

Form 990, Part VI, Section A, Line 8B

“There are no committees as there are only 3 trustees.”

Form 990, Part VI, Section B, Line 11B

“The 990 is provided to the treasurer who distributes a copy of the return to all trustees, which is then reviewed prior to the treasurer signing and filing the return.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest statement for trustees of the sophia g. Daland trust is to be signed by all members of the board of trustees of the sophia g. Daland trust on an annual basis, indicating compliance with the policy.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available on request and on file at the daland memorial library”

Filing and Contact Details

Filer

Filer Name
Sophia G Daland Trust
EIN
02-6009563
Phone
6036720852
Address
36 MASON ROAD, MONT VERNON, NH 03057

Signing Officer

Name
Anne Dodd
Title
Trustee/treasurer
Phone
6036720852
Signed
2021-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Dodd
Formed
1899
Legal Domicile
Nh
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Wipfli Llp
Address
43 CONSTITUTION DRIVE SUITE 100, BEDFORD, NH 03110
Preparer
Doreen L Mcneill
Phone
6036273838
Raw XML Appendix362 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SOPHIA G. DALAND TRUST ERECTED THE DALAND LIBRARY BUILDING. THE TOWN OF MONT VERNON OWNS THE BUILDING AND LAND ON WHICH THE BUILDING SITS. THE SOPHIA G. DALAND TRUST SOLD THE DALAND LIBRARY BUILDING TO THE TOWN OF MONT VERNON IN JANUARY 2019 AND CONTINUES TO MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DALAND LIBRARY BY RESPONDING TO THE NEEDS OF THE DALAND LIBRARY THROUGH THE TOWN LIBRARY TRUSTEES. THE SOPHIA G. DALAND TRUSTEES ARE REGULARLY INVITED AND ATTEND THE TOWN LIBRARY TRUSTEES' MEETINGS ANNUALLY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SOPHIA G. DALAND TRUST REGULARLY PAYS TO MAINTAIN THE DALAND LIBRARY PROPERTY BY MAKING PAYMENTS FOR UTILITIES, REGULAR MAINTENANCE, NEEDED REPAIRS AND UPGRADES TO THE DALAND LIBRARY BUILDING AND ANY UNEXPECTED EXPENSES OR SPECIAL PROJECTS, WHICH ARE COMMUNICATED TO THE SOPHIA G. DALAND TRUST TRUSTEES BY THE DALAND LIBRARY TRUSTEES.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION/TREASURER RECEIVES INVOICES FOR RELATED SUPPORT AND MAINTENANCE OF THE LIBRARY AND OTHER TOWN PROJECTS, WHICH ARE THEN PAID ACCORDINGLY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORMAL MINUTES ARE NOT MAINTAINED AS THE 3 TRUSTEES REVIEW MATTERS AND TAKE APPROPRIATE ACTIONS AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES AS THERE ARE ONLY 3 TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PROVIDED TO THE TREASURER WHO DISTRIBUTES A COPY OF THE RETURN TO ALL TRUSTEES, WHICH IS THEN REVIEWED PRIOR TO THE TREASURER SIGNING AND FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST STATEMENT FOR TRUSTEES OF THE SOPHIA G. DALAND TRUST IS TO BE SIGNED BY ALL MEMBERS OF THE BOARD OF TRUSTEES OF THE SOPHIA G. DALAND TRUST ON AN ANNUAL BASIS, INDICATING COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST AND ON FILE AT THE DALAND MEMORIAL LIBRARY
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