Civic Intelligence

Ottauquechee Chapter Dar Trust 41V497016

990EZ • Fiscal year 2023 • EIN 03-6005059

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

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

54th percentile

0.00x

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

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$3,401

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.3%

Faster asset growth than 43% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$243,113

Down $5,806 (-2.3%) from 2022

Net Assets

Down

$243,113

Down $5,806 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin10th percentile

Revenue

Down

$11,656

Down $15,780 (-58%) from 2022

Expenses

Up

$17,499

Up $1,652 (+10%) from 2022

Net Income

Down

-$5,843

Down $17,432 (-150%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$243,113
Liabilities$0
Net Assets$243,113
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$11,656
Expenses$17,499
Net Income-$5,843
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$39,540
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.

Program Services

DescriptionGrantsExpenses
WOODSTOCK HISTORY CENTER, INC.$13,129$13,129
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,401-$3,401
Governance and Compliance

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
Brent Heintzelman
Title
SVP
Phone
3026511126
Signed
2024-05-06
Discuss with paid preparer
Yes

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)”

Form 990-EZ, Part I, Line 10

“WOODSTOCK HISTORICAL SOCIETY, INC. 26 ELM STREET WOODSTOCK VT 05091 13129 0 0 0 0 General 0 0 None”

Form 990-EZ, Part I, Line 16

“Foreign Taxes on Qualified Foreign 64 Foreign Taxes on Non-Qualified Fore 5”

Form 990-EZ, Part I, Line 20

“2022 Transactions Posted In 2023 278”

Form 990-EZ, Part I, Line 20

“2023 Transactions Posted In 2024 241”

Raw XML Appendix234 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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IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WOODSTOCK HISTORY CENTER, INC.
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The 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/ExplanationTxt1was 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/ExplanationTxt2such 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/ExplanationTxt3disqualified persons within the meaning of section 4946(a) with respect to the Trust if such Trust were treated as a private foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4The 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/ExplanationTxt5Unitrust 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/FormAndLineReferenceDesc0SCH A PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCH A PART V CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCH A PART V CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCH A PART V CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SECTION D PART 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5SECTION E
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/TrustIntegralPartTestInd0X
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/ExplanationTxt7WOODSTOCK HISTORICAL SOCIETY, INC. 26 ELM STREET WOODSTOCK VT 05091 13129 0 0 0 0 General 0 0 None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Foreign Taxes on Qualified Foreign 64 Foreign Taxes on Non-Qualified Fore 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt92022 Transactions Posted In 2023 278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt102023 Transactions Posted In 2024 241
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT HEINTZELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum03026511126
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02024-05-09T16:01:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRENT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEINTZELMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,113
Liabilities
$0
Net assets
$243,113
Revenue
$11,656
Expenses
$17,499
Net income
-$5,843
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