Civic Intelligence

Duncan-Jenkins Trust

990 • Fiscal year 2016 • EIN 02-6128465

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization ProfileN/A
P O Box 13Hillsborough, 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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

3rd percentile

-144%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$25,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.0%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$7,213,668

Down $223,831 (-3.0%) from 2015

Net Assets

Down

$7,213,668

Down $223,831 (-3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin3rd percentile

Revenue

Down

$155,818

Down $285,964 (-65%) from 2015

Expenses

Down

$379,649

Down $78,515 (-17%) from 2015

Net Income

Down

-$223,831

Down $207,449 (-1266%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2016

Assets$7,213,668
Liabilities$0
Net Assets$7,213,668
Open 2016 Filing

Operations Trend

Revenue Growth3rd 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

2016

Revenue$155,818
Expenses$379,649
Net Income-$223,831
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$1,468,987
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$7,149,136$6,692,909▼ $456,227
Cap Stk Tr Prin Current Funds$5,647,260$5,647,260→ $0
Rtn Earn Endowment Incm Other Fnds$1,790,239$1,566,408▼ $223,831
Savings and Temporary Cash Investments$288,363$520,759▲ $232,396
Total Assets$7,437,499$7,213,668▼ $223,831
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,437,499$7,213,668▼ $223,831
Total Liabilities and Net Assets / Fund Balance$7,437,499$7,213,668▼ $223,831
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleBaseTotal
Douglas S Hatfield EsqTrustee, Gra$25,000$25,000

Board Members and Trustees

NameTitle
Richard PelletierComm Member-
Grace JagerCommittee Me
Linda MusmannoCommittee Me
Ronald JagerCommittee Me
Robert HassettSuperintende
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$155,818
Other Revenue
$0
Change in Net Assets
$-223,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$270,823
Other Expenses$83,826
Salaries, Compensation, and Employee Benefits$25,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$270,823--$270,823
Fees for Service Investment Mgmnt Fees-$56,000-$56,000
Current Officers, Directors, Trustees, and Key Employees-$25,000-$25,000
Fees for Services Accounting-$12,000-$12,000
Fees for Services Legal-$750-$750
All Other Expenses-$632-$632
Other Expenses$6,064$314-$314
Total Functional Expenses$276,887$102,762$0$379,649
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: recognition of the contribution of the grant committee:”

Filing and Contact Details

Filer

Filer Name
Duncan-jenkins Trust
EIN
02-6128465
Address
P O BOX 13, HILLSBOROUGH, NH 03244

Signing Officer

Name
Douglas S Hatfield Esq
Title
Trustee, Grant Comm
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas S Hatfield Esq
Formed
2001
Legal Domicile
Nh
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Davidson & Stone Pllc
Address
1 PILLSBURY ST STE 100, CONCORD, NH 03301-4140
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 Appendix343 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 TRUST PROVIDED GRANTS AND SCHOLARSHIPS TO BOTH TEACHERS AND STUDENTS OF THE WASHINGTON & HILLSBOROUGH COMMUNITIES TOTALING 270,823 DURING 2016.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt231
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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: RECOGNITION OF THE CONTRIBUTION OF THE GRANT COMMITTEE:
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07437499
IRS990/TotalAssetsEOYAmt07213668
IRS990/TotalAssetsGrp/BOYAmt07437499
IRS990/TotalAssetsGrp/EOYAmt07213668
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0102762
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0276887
IRS990/TotalFunctionalExpensesGrp/TotalAmt0379649
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07437499
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07213668
IRS990/TotalOtherProgSrvcExpenseAmt06064
IRS990/TotalProgramServiceExpensesAmt0276887
IRS990/TotalReportableCompFromOrgAmt025000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0155818
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155818
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07437499
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07213668
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0452 CENTER ROAD
IRS990/USAddress/CityNm0HILLSBOROUGH
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003244
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S HATFIELD ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE, GRANT COMM
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUNCAN-JENKINS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0U/W SARAH E JENKINS
ReturnHeader/Filer/BusinessNameControlTxt0DUNC
ReturnHeader/Filer/EIN0026128465
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 13
ReturnHeader/Filer/USAddress/CityNm0HILLSBOROUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA14E73015F5B6489E8BE8B61A05E481592F47A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA14E73015F5B6489E8BE8B61A05E481592F47A8
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223865956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON & STONE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 PILLSBURY ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0033014140
ReturnHeader/PreparerPersonGrp/PhoneNum06032230037
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DANIEL DAVIDSON CPA CFE
ReturnHeader/ReturnTs02017-05-11T14:49:53-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,213,668
Liabilities
$0
Net assets
$7,213,668
Revenue
$155,818
Expenses
$379,649
Net income
-$223,831
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits