Civic Intelligence

Duncan-Jenkins Trust

990 • Fiscal year 2013 • EIN 02-6128465

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

Organization ProfileN/A
P O Box 13Henniker, NH 03244

(603) 464-5578

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$12,500

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

70th percentile

9.6%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$6,579,310

Up $575,034 (+9.6%) from 2012

Net Assets

Up

$6,579,310

Up $575,034 (+9.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin93rd percentile

Revenue

Up

$940,415

Up $89,365 (+11%) from 2012

Expenses

Down

$365,381

Down $13,545 (-3.6%) from 2012

Net Income

Up

$575,034

Up $102,910 (+22%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,170,425Liabilities 2010: $0Net Assets 2010: $5,170,4252010Assets 2011: $5,532,152Liabilities 2011: $0Net Assets 2011: $5,532,1522011Assets 2012: $6,004,276Liabilities 2012: $0Net Assets 2012: $6,004,2762012Assets 2013: $6,579,310Liabilities 2013: $0Net Assets 2013: $6,579,3102013Assets 2014: $7,453,881Liabilities 2014: $0Net Assets 2014: $7,453,8812014Assets 2015: $7,437,499Liabilities 2015: $0Net Assets 2015: $7,437,4992015Assets 2016: $7,213,668Liabilities 2016: $0Net Assets 2016: $7,213,6682016Assets 2017: $7,421,882Liabilities 2017: $0Net Assets 2017: $7,421,8822017Assets 2018: $7,716,005Liabilities 2018: $0Net Assets 2018: $7,716,0052018Assets 2019: $7,698,998Liabilities 2019: $0Net Assets 2019: $7,698,9982019Assets 2020: $8,272,216Liabilities 2020: $0Net Assets 2020: $8,272,2162020Assets 2021: $9,421,570Liabilities 2021: $0Net Assets 2021: $9,421,5702021Assets 2022: $11,343,276Liabilities 2022: $0Net Assets 2022: $11,343,2762022Assets 2023: $11,557,362Liabilities 2023: $0Net Assets 2023: $11,557,3622023Assets 2024: $12,437,258Liabilities 2024: $0Net Assets 2024: $12,437,2582024

Highlighted filing

2013

Assets$6,579,310
Liabilities$0
Net Assets$6,579,310
Open 2013 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $355,0262010Expenses 2011: $346,1882011Revenue 2012: $851,050Expenses 2012: $378,926Net Income 2012: $472,1242012Revenue 2013: $940,415Expenses 2013: $365,381Net Income 2013: $575,0342013Revenue 2014: $1,242,684Expenses 2014: $368,113Net Income 2014: $874,5712014Revenue 2015: $441,782Expenses 2015: $458,164Net Income 2015: -$16,3822015Revenue 2016: $155,818Expenses 2016: $379,649Net Income 2016: -$223,8312016Revenue 2017: $687,793Expenses 2017: $479,579Net Income 2017: $208,2142017Revenue 2018: $705,493Expenses 2018: $411,370Net Income 2018: $294,1232018Revenue 2019: $507,495Expenses 2019: $524,502Net Income 2019: -$17,0072019Revenue 2020: $897,066Expenses 2020: $323,848Net Income 2020: $573,2182020Revenue 2021: $1,619,289Expenses 2021: $469,935Net Income 2021: $1,149,3542021Revenue 2022: $2,534,168Expenses 2022: $612,462Net Income 2022: $1,921,7062022Revenue 2023: $906,363Expenses 2023: $692,277Net Income 2023: $214,0862023Revenue 2024: $1,574,184Expenses 2024: $694,288Net Income 2024: $879,8962024

Highlighted filing

2013

Revenue$940,415
Expenses$365,381
Net Income$575,034
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Gross Receipts
$2,487,510
Mission and Program Overview

Mission

To provide for student and teacher enrichment programs through scholarships & grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,819,007$5,932,348▲ $113,341
Cap Stk Tr Prin Current Funds$5,647,260$5,647,260→ $0
Rtn Earn Endowment Incm Other Fnds$357,016$932,050▲ $575,034
Savings and Temporary Cash Investments$185,269$646,962▲ $461,693
Total Assets$6,004,276$6,579,310▲ $575,034
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,004,276$6,579,310▲ $575,034
Total Liabilities and Net Assets / Fund Balance$6,004,276$6,579,310▲ $575,034
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleBaseTotal
Douglas S Hatfield EsqTrustee, Gra$12,500$12,500

Board Members and Trustees

NameTitle
Richard PelletierComm Member-
Grace JagerCommittee Me
Ronald JagerCommittee Me
Sue HofsetterCommittee Me
Robert HassettSuperintende
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$933,665
Other Revenue
$6,750
Change in Net Assets
$575,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$274,293
Other Expenses$78,588
Salaries, Compensation, and Employee Benefits$12,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$274,293--$274,293
Fees for Service Investment Mgmnt Fees-$49,000-$49,000
Current Officers, Directors, Trustees, and Key Employees-$12,500-$12,500
Fees for Services Accounting-$12,000-$12,000
Fees for Services Legal-$850-$850
All Other Expenses-$450-$450
Other Expenses$5,050$268-$268
Total Functional Expenses$279,343$86,038$0$365,381
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Ronald jager grace jager married”

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 is provided to the committee members prior to filing and reviewed during the monthly meeting.”

Form 990, Page 6, Part VI, Line 19

“The trust makes its financial statements and governing documents available to the public upon request.”

Form 990, Part VII

“Contact addresses for officers, directors, etc: douglas s. Hatfield, esq - 452 center rd., hillsborough, nh 03244 ronald jager - 1412 half moon pond rd., washington, nh 03280 richard pelletier - po box 197 hillsborough, nh 03244 sue hofstetter - 3245 east washington rd, washington nh 03280 robert hassett - po box 2190, hillsborough, nh 03244 grace jager - 1412 half moon pond rd., washington, nh 03280 recognition of the contribution of the grant committee: the grant committee members serve as volunteers without compensation the duncan-jenkins trust would like to recognize the very significant contribution of the grant committee to the functioning of the trust.”

Filing and Contact Details

Filer

EIN
02-6128465

Signing Officer

Name
Doug Hatfield
Title
Trustee
Signed
2014-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Hatfield
Formed
2001
Legal Domicile
Nh
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
J Daniel Davidson CPA Cfe
Phone
6032230037
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Annual recognition dinner for grant recipients”

Raw XML Appendix321 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, GRA
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMM MEMBER-
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE ME
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1TEACHER GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2STUDENT GRANTS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANT COMMITTEE HOLDS AN AWARDS RECOGNITION DINNER AND ALL OF THE GRANT RECIPIENTS GIVE A SUMMARY OF THEIR PROJECT. THE SCHOLARSHIP MONEY IS SENT DIRECTLY TO THE UNIVERSITY OR SCHOOL THAT THE RECIPIENT ATTENDS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1IN ADDITION TO THE ACTUAL RECIPIENTS OF THE STUDENT AND TEACHER GRANTS THERE ARE APPROXIMATELY 8000 RESIDENTS OF THE TOWNS OF WASHINGTON, NH AND HILLSBOROUGH/DEERING, NH WHO ARE BENEFICIARIES OF THE PROGRAMS THAT ARE CREATED BY THESE GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL RECOGNITION DINNER FOR GRANT RECIPIENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RONALD JAGER GRACE JAGER MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS PROVIDED TO THE COMMITTEE MEMBERS PRIOR TO FILING AND REVIEWED DURING THE MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC: DOUGLAS S. HATFIELD, ESQ - 452 CENTER RD., HILLSBOROUGH, NH 03244 RONALD JAGER - 1412 HALF MOON POND RD., WASHINGTON, NH 03280 RICHARD PELLETIER - PO BOX 197 HILLSBOROUGH, NH 03244 SUE HOFSTETTER - 3245 EAST WASHINGTON RD, WASHINGTON NH 03280 ROBERT HASSETT - PO BOX 2190, HILLSBOROUGH, NH 03244 GRACE JAGER - 1412 HALF MOON POND RD., WASHINGTON, NH 03280 RECOGNITION OF THE CONTRIBUTION OF THE GRANT COMMITTEE: THE GRANT COMMITTEE MEMBERS SERVE AS VOLUNTEERS WITHOUT COMPENSATION THE DUNCAN-JENKINS TRUST WOULD LIKE TO RECOGNIZE THE VERY SIGNIFICANT CONTRIBUTION OF THE GRANT COMMITTEE TO THE FUNCTIONING OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06004276
IRS990/TotalAssetsEOYAmt06579310
IRS990/TotalAssetsGrp/BOYAmt06004276
IRS990/TotalAssetsGrp/EOYAmt06579310
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086038
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0279343
IRS990/TotalFunctionalExpensesGrp/TotalAmt0365381
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06004276
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06579310
IRS990/TotalOtherProgSrvcExpenseAmt05050
IRS990/TotalProgramServiceExpensesAmt0279343
IRS990/TotalReportableCompFromOrgAmt012500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0940415
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0940415
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06004276
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06579310
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 13
IRS990/USAddress/City0HILLSBORO
IRS990/USAddress/State0NH
IRS990/USAddress/ZIPCode003244
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG HATFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10DUNCAN-JENKINS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20U/W SARAH E JENKINS
ReturnHeader/Filer/BusinessNameControlTxt0DUNC
ReturnHeader/Filer/EIN0026128465
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 13
ReturnHeader/Filer/USAddress/City0HILLSBOROUGH
ReturnHeader/Filer/USAddress/State0NH
ReturnHeader/Filer/USAddress/ZIPCode003244
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DAVIDSON & STONE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101 PILLSBURY ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0033014140
ReturnHeader/PreparerPersonGrp/PhoneNum06032230037
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DANIEL DAVIDSON CPA CFE
ReturnHeader/ReturnTs02014-05-08T13:42:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,579,310
Liabilities
$0
Net assets
$6,579,310
Revenue
$940,415
Expenses
$365,381
Net income
$575,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.57$0.69$0.88
2023Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.91$0.69$0.21
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$2.53$0.61$1.92
2021Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$1.62$0.47$1.15
2020Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.90$0.32$0.57
2019Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.51$0.52$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.71$0.41$0.29
2017Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.69$0.48$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.16$0.38$0.22
2015Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.44$0.46$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$1.24$0.37$0.87
2013Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.94$0.37$0.58
2012Summary only. Only limited summary data is available for this year.$6.00$0.00$6.00$0.85$0.38$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.00$5.17$0.36