Civic Intelligence

Ottauquechee Chapter Dar Trust 41V497016

990 • Fiscal year 2022 • EIN 03-6005059

Jan 01, 2022 to Dec 31, 2022 • Filed on May 06, 2023

Organization ProfileN/A
1100 North Market StreetWilmington, DE 19890-0001

(302) 651-1126

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

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

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Net Margin

84th percentile

42%

Higher net margin than 84% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$3,589

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2022 filings • NTEE A • <$500k nonprofits • Source year 2022

Asset Growth

56th percentile

4.8%

Faster asset growth than 56% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

52%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • NTEE A • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$248,919

Up $11,362 (+4.8%) from 2021

Net Assets

Up

$248,919

Up $11,362 (+4.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin84th percentile

Revenue

Up

$27,436

Up $9,339 (+52%) from 2021

Expenses

Down

$15,847

Down $50 (-0.3%) from 2021

Net Income

Up

$11,589

Up $9,389 (+427%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$300K$200K$100K$0Assets 2018: $236,740Liabilities 2018: $0Net Assets 2018: $236,7402018Assets 2019: $230,279Liabilities 2019: $0Net Assets 2019: $230,2792019Assets 2020: $235,446Liabilities 2020: $0Net Assets 2020: $235,4462020Assets 2021: $237,557Liabilities 2021: $0Net Assets 2021: $237,5572021Assets 2022: $248,919Liabilities 2022: $0Net Assets 2022: $248,9192022Assets 2023: $243,113Liabilities 2023: $0Net Assets 2023: $243,1132023Assets 2024: $240,327Liabilities 2024: $0Net Assets 2024: $240,3272024

Highlighted filing

2022

Assets$248,919
Liabilities$0
Net Assets$248,919
Open 2022 Filing

Operations Trend

Revenue Growth67th percentile

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

$30K$20K$10K$0-$10KRevenue 2018: $17,321Expenses 2018: $15,383Net Income 2018: $1,9382018Revenue 2019: $14,389Expenses 2019: $20,936Net Income 2019: -$6,5472019Revenue 2020: $20,367Expenses 2020: $15,101Net Income 2020: $5,2662020Revenue 2021: $18,097Expenses 2021: $15,897Net Income 2021: $2,2002021Revenue 2022: $27,436Expenses 2022: $15,847Net Income 2022: $11,5892022Revenue 2023: $11,656Expenses 2023: $17,499Net Income 2023: -$5,8432023Revenue 2024: $12,253Expenses 2024: $14,656Net Income 2024: -$2,4032024

Highlighted filing

2022

Revenue$27,436
Expenses$15,847
Net Income$11,589
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 6, 2023
Return Version
2022v5.0
Gross Receipts
$106,140
Mission and Program Overview

Mission

The Trust is both organized and operated for charitable purposes, and to function as a section501(c)(3) and 509(a)(3) supporting organization. Invested assets of the Trust are used to provide distributions to the designated supported organization, Woodstock History Center, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$237,557$248,919▲ $11,362
Investments in Publicly Traded Securities$205,919$224,064▲ $18,145
Savings and Temporary Cash Investments$31,638$24,764▼ $6,874
Cash and Non-Interest-Bearing Accounts-$91-
Total Assets$237,557$248,919▲ $11,362
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$237,557$248,919▲ $11,362
Total Liabilities and Net Assets / Fund Balance$237,557$248,919▲ $11,362
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
-Trustee$3,589$3,589
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,436
Other Revenue
$0
Change in Net Assets
$11,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,294
Salaries, Compensation, and Employee Benefits$3,589
Other Expenses$964
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,294--$11,294
Current Officers, Directors, Trustees, and Key Employees-$3,589-$3,589
Fees for Services Accounting-$900-$900
All Other Expenses-$64-$64
Total Functional Expenses$11,294$4,553$0$15,847
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Woodstock History Center IncWoodstock, VT--$11,294
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“Decisions are made by the trustee, and are subject to fiduciary responsibility as described in trust document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“M and t bank, fiduciary trustee, hours as needed.”

Filing and Contact Details

Filer

Filer Name
Ottauquechee Chapter Dar Trust
EIN
03-6005059
Phone
3026511126
Address
1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001

Signing Officer

Name
M T Trust Company
Title
Vice President
Phone
3026511126
Signed
2023-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Vt
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Sandra Murphy
Phone
8043446000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2022 transactions posted in 2023 $277.51; 2021 transactions posted in 2022 ($207.75), oneok return of capital adjustment ($41.08), cost basis adjustments ($28.68)”

Raw XML Appendix356 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 has a close connection with the trust beneficiary, Woodstock History Center, Inc. In addition to being a supporting organization of the Woodstock History Center, Inc., its sole beneficiary, the Trust has an ongoing relationship with the organization, which includes providing an annual statement to the organization, engaging in communications, and taking into account
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1input that the beneficiary may have.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Unitrust distributions of 4% as allowable under state statute are paid to the supported organization, Woodstock History Center, Inc., a section 501(c)(3) publiccharity, for the maintenance and upkeep of the D.A.R. House and Museum. By paying these amounts to a charitable organization for its support and historical preservation purposes, theTrust is assured that such amounts are used for section 501(c)(3)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The Trust meets the requirements set forth in Regulations Section 1.509(a)-4(i)(9)(i)-(v) as follows: (i) All the unexpired interests in the Trust are devoted to one or more purposes described in Section 170(c)(1) and (c)(2)(B) as the Trust distributes its income to its supported organization, which is organized and operated exclusively for historical and charitable purposes. (ii) The Trust
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4was created prior to November 20, 1970, and did not receive any grant,contribution, bequest of other transfer on or after such date. (iii) Per the fifth paragraph of the trust agreement, the Trust is required to distribute all of itsnet income to Woodstock History Center, Inc., the supported organization. The trust agreement describes the charitable purposes of the Trust so completely that
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5such description can apply to only the existing supported organization and is of sufficient particularity as to vest in such organization rights against the Trust enforceable in court possessing equitable powers. (iv) The trustee does not have discretion to vary either the beneficiary supported organization or the amounts payable to the supported organization. (v) None of the
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6disqualified persons within the meaning of section 4946(a) with respect to the Trust if such Trust were treated as a private foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D PART 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D PART 2 AND 3 CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCH A PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCH A PART V CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5SCH A PART V CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6SCH A PART V CONT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt026 ELM STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WOODSTOCK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd005091
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Trust is both organized and operated for charitable purposes, and to function as a section501(c)(3) and 509(a)(3) supporting organization. Invested assets of the Trust are used to provide distributions to the designated supported organization, Woodstock History Center, Inc.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Decisions are made by the trustee, and are subject to fiduciary responsibility as described in trust document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5M AND T BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62022 TRANSACTIONS POSTED IN 2023 $277.51; 2021 TRANSACTIONS POSTED IN 2022 ($207.75), ONEOK RETURN OF CAPITAL ADJUSTMENT ($41.08), COST BASIS ADJUSTMENTS ($28.68)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsBOYAmt0237557
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04553
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011294
IRS990/TotalFunctionalExpensesGrp/TotalAmt015847
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0237557
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0248919
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011294
IRS990/TotalReportableCompFromOrgAmt03589
IRS990/TotalRevenueGrp/ExclusionAmt06135
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027436
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0237557
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0248919
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M T TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum03026511126
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTAUQUECHEE CHAPTER DAR TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OTTA
ReturnHeader/Filer/EIN0036005059
ReturnHeader/Filer/PhoneNum03026511126
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 NORTH MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198900001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 E CARY ST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023223
ReturnHeader/PreparerPersonGrp/PhoneNum08043446000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02023-05-11T12:00:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIMER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,919
Liabilities
$0
Net assets
$248,919
Revenue
$27,436
Expenses
$15,847
Net income
$11,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.12$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.27$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.18$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.20$0.15$0.05
2019Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$0.14$0.21$0.07
2018Summary only. Only limited summary data is available for this year.$2.37$0.00$2.37$0.17$0.15$0.02