Civic Intelligence

Stoddard Charitable Trust

990T • Fiscal year 2023 • EIN 04-6023791

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
100 Front Street 5th FloorWorcester, MA 01608

(508) 459-8000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80M$60M$40M$20M$0Assets 2011: $62,369,899Liabilities 2011: $3,017,0002011Assets 2012: $61,957,636Liabilities 2012: $02012Assets 2013: $60,112,302Liabilities 2013: $02013Assets 2014: $60,354,593Liabilities 2014: $02014Assets 2015: $59,497,549Liabilities 2015: $02015Assets 2019: $52,405,525Liabilities 2019: $0Net Assets 2019: $52,405,5252019Assets 2020: $51,572,108Liabilities 2020: $0Net Assets 2020: $51,572,1082020Assets 2021: $49,322,457Liabilities 2021: $0Net Assets 2021: $49,322,4572021Assets 2022: $50,245,573Liabilities 2022: $0Net Assets 2022: $50,245,5732022Assets 2024: $43,756,197Liabilities 2024: $0Net Assets 2024: $43,756,1972024

Latest loaded filing

2024

Assets$43,756,197
Liabilities$0
Net Assets$43,756,197
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,053,852Expenses 2011: $4,378,175Net Income 2011: -$1,324,3232011Revenue 2012: $4,148,662Expenses 2012: $4,533,745Net Income 2012: -$385,0832012Revenue 2013: $3,086,432Expenses 2013: $4,931,766Net Income 2013: -$1,845,3342013Revenue 2014: $5,153,620Expenses 2014: $4,911,329Net Income 2014: $242,2912014Revenue 2015: $4,354,093Expenses 2015: $5,211,137Net Income 2015: -$857,0442015Revenue 2019: $3,540,856Expenses 2019: $5,591,431Net Income 2019: -$2,050,5752019Revenue 2020: $4,599,988Expenses 2020: $5,433,405Net Income 2020: -$833,4172020Revenue 2021: $3,405,169Expenses 2021: $5,654,820Net Income 2021: -$2,249,6512021Revenue 2022: $6,939,844Expenses 2022: $6,082,647Net Income 2022: $857,1972022Revenue 2024: $4,196,502Expenses 2024: $6,532,569Net Income 2024: -$2,336,0672024

Latest loaded filing

2024

Revenue$4,196,502
Expenses$6,532,569
Net Income-$2,336,067
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Stoddard Charitable Trust
EIN
04-6023791
Phone
5084598000
Address
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608

Signing Officer

Name
Warner S Fletcher
Title
Chairman/truste
Phone
5084598000
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Fletcher Tilton Pc
Address
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608
Preparer
Sandra Zdonczyk Ea
Phone
5084598000
Raw XML Appendix92 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.

Path#Value
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0WARNER S FLETCHER
IRS990T/BooksInCareOfDetail/PhoneNum05084598000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 FRONT STREET SUITE 500
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd001608
IRS990T/BookValueAssetsEOYAmt047346900
IRS990T/CharitableContributionsDedAmt0124248
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt03
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt043748
IRS990T/OverpaymentSection/OverpaymentAmt0152022
IRS990T/OverpaymentSection/RefundAmt0108274
IRS990T/PriorYearOverpaymentCreditAmt0195768
IRS990TScheduleA/OtherIncomeAmt069973
IRS990TScheduleA/OtherIncomeAmt166843
IRS990TScheduleA/OtherIncomeAmt2111680
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/PrincipalBusinessActivityCd1523000
IRS990TScheduleA/PrincipalBusinessActivityCd2523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceTotalNum03
IRS990TScheduleA/SequenceTotalNum13
IRS990TScheduleA/SequenceTotalNum23
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt069973
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt166843
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2111680
IRS990TScheduleA/TotUnrltTrdBusIncmAmt069973
IRS990TScheduleA/TotUnrltTrdBusIncmAmt166843
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2111680
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TradeOrBusinessDesc0OTHER INCOME
IRS990TScheduleA/TradeOrBusinessDesc1BUSINESS INCOME
IRS990TScheduleA/TradeOrBusinessDesc2RENTAL INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt069973
IRS990TScheduleA/UBIBeforeNOLDedAmt166843
IRS990TScheduleA/UBIBeforeNOLDedAmt2111680
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt069973
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt166843
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2111680
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt043746
IRS990T/TaxLessCreditsAmt043746
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0195768
IRS990T/TotalTaxAmt043746
IRS990T/TotalTaxComputationAmt043746
IRS990T/TotalUBTIAmt0123248
IRS990T/TotalUBTIBeforeNOLSpecificAmt0124248
IRS990T/TotalUBTIBeforeSection199AAmt0124248
IRS990T/TotalUBTIComputedAmt0248496
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARNER S FLETCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN/TRUSTE
ReturnHeader/BusinessOfficerGrp/PhoneNum05084598000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STODDARD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STOD
ReturnHeader/Filer/EIN0046023791
ReturnHeader/Filer/PhoneNum05084598000
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 FRONT STREET 5TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001608
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042628601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLETCHER TILTON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 FRONT STREET 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05084598000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA ZDONCZYK EA
ReturnHeader/ReturnTs02024-11-15T15:01:11-06:00
ReturnHeader/ReturnTypeCd0990T
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$4.20$6.53$2.34
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$50.2$0.00$50.2$6.94$6.08$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$0.00$49.3$3.41$5.65$2.25
2020Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$4.60$5.43$0.83
2019Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$3.54$5.59$2.05
2015Summary only. Only limited summary data is available for this year.$59.5$0.00$4.35$5.21$0.86
2014Summary only. Only limited summary data is available for this year.$60.4$0.00$5.15$4.91$0.24
2013Summary only. Only limited summary data is available for this year.$60.1$0.00$3.09$4.93$1.85
2012Summary only. Only limited summary data is available for this year.$62.0$0.00$4.15$4.53$0.39
2011Summary only. Only limited summary data is available for this year.$62.4$3.02$3.05$4.38$1.32