Civic Intelligence

Susan a Dodge Educational Fund Tr UW Susan a Dodge

990EZ • Fiscal year 2020 • EIN 04-6036499

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

850 Main Street Rc 1215Bridgeport, CT 06604-4913

(802) 872-6852

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$1,974

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 31.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

2.2%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-56%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$154,391

Up $3,280 (+2.2%) from 2019

Net Assets

$154,391

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$6,205

Down $7,786 (-56%) from 2019

Expenses

Down

$2,946

Down $8,533 (-74%) from 2019

Net Income

Up

$3,259

Up $747 (+30%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $127,940Liabilities 2011: $02011Assets 2012: $121,042Liabilities 2012: $02012Assets 2013: $168,635Liabilities 2013: $02013Assets 2014: $165,632Liabilities 2014: $02014Assets 2015: $157,323Liabilities 2015: $02015Assets 2016: $150,398Liabilities 2016: $02016Assets 2017: $148,424Liabilities 2017: $02017Assets 2018: $148,821Liabilities 2018: $02018Assets 2019: $151,111Liabilities 2019: $02019Assets 2020: $154,391Liabilities 2020: $0Net Assets 2020: $154,3912020Assets 2021: $162,327Liabilities 2021: $0Net Assets 2021: $162,3272021Assets 2022: $163,359Liabilities 2022: $0Net Assets 2022: $163,3592022Assets 2023: $171,488Liabilities 2023: $0Net Assets 2023: $171,4882023Assets 2024: $177,063Liabilities 2024: $0Net Assets 2024: $177,0632024

Highlighted filing

2020

Assets$154,391
Liabilities$0
Net Assets$154,391

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $4,142Expenses 2011: $8,329Net Income 2011: -$4,1872011Revenue 2012: $2,253Expenses 2012: $8,750Net Income 2012: -$6,4972012Revenue 2013: $56,604Expenses 2013: $9,115Net Income 2013: $47,4892013Revenue 2014: $9,995Expenses 2014: $10,608Net Income 2014: -$6132014Revenue 2015: $3,058Expenses 2015: $11,379Net Income 2015: -$8,3212015Revenue 2016: $3,542Expenses 2016: $10,701Net Income 2016: -$7,1592016Revenue 2017: $8,905Expenses 2017: $10,974Net Income 2017: -$2,0692017Revenue 2018: $12,127Expenses 2018: $11,685Net Income 2018: $4422018Revenue 2019: $13,991Expenses 2019: $11,479Net Income 2019: $2,5122019Revenue 2020: $6,205Expenses 2020: $2,946Net Income 2020: $3,2592020Revenue 2021: $11,902Expenses 2021: $3,309Net Income 2021: $8,5932021Revenue 2022: $4,395Expenses 2022: $3,284Net Income 2022: $1,1112022Revenue 2023: $11,924Expenses 2023: $3,723Net Income 2023: $8,2012023Revenue 2024: $9,584Expenses 2024: $3,924Net Income 2024: $5,6602024

Highlighted filing

2020

Revenue$6,205
Expenses$2,946
Net Income$3,259
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$33,042
Mission and Program Overview

Mission

Provide scholarships for high school graduates attending college

Program Services

DescriptionGrantsExpenses
BROWN UNIVERSITY-$2,946
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,974-$1,974
Filing and Contact Details

Filer

Filer Name
Susan a Dodge Tr Uw 31d002015
EIN
04-6036499
Phone
8028726852
Address
850 MAIN STREET RC 1215, BRIDGEPORT, CT 06604-4913

Signing Officer

Name
Robert Tyler
Title
SVP
Phone
8028726852
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER STREET, PROVIDENCE, RI 02903
Preparer
Yvonne Donaldson
Phone
6142327013
Supplemental Narrative

Additional Explanations

Part IV, Section D 2

The organization maintained a close relationship with the supported organization through regular meetings with the governing board and discussions of the funding needs of the supporting organization and related investment goals of the supporting organization.

Part IV, Section D 3

The supported organization's funding needs helped the supporting organization make investment decisions through the year.

PART IV, SECTION E 2A

Per terms of the trust document, all of the activities are to support and further the exempt organization. The supporting organization is responsive to the supported organization by addressing their needs and goals throughout the year.

PART IV, SECTION E 2B

The supporting organization would be engaged in additional revenue raising activity if it did not benefit from the trust.

Form 990-EZ, Part I, Line 16

Other Allocable Expense-Principal 35 Foreign Taxes on Qualified Foreign 37

Form 990-EZ, Part I, Line 20

Posting adjustments and rounding 21

Raw XML Appendix217 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/OtherChangesInNetAssetsAmt021
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL GRADUATES ATTENDING COLLEGE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02946
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02946
IRS990EZ/TotalProgramServiceExpensesAmt02946
IRS990EZ/TotalRevenueAmt06205
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
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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
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
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 has a close connection with the Town of Alstead. In addition to being the Trusts beneficiary, the Trust has an ongoing relationship with the Town, which includes providing an annual statement to the organization, engaging in communications, and taking into account input that the beneficiary may have.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The 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 Trusts sole distributions are to its supported organization, Brown University. (ii) The Trust was created prior to November 20, 1970, and did not receive any
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2grant, contribution, bequest of other transfer on or after such date. (iii) Per the last will and testament, the Trust is required to distribute its income to Brown University. This describes the charitable purposes of the trust so completely that such description can apply to only the existing supported organization and is of sufficient particularity as to vest in such organization rights
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3against 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4(v) None of the trustees would be disqualified 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/FormAndLineReferenceDesc1SCHEDULE A PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A PART V (CONT'D)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A PART V (CONT'D)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCHEDULE A PART V (CONT'D)
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IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050258809
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BROWN UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization maintained a close relationship with the supported organization through regular meetings with the governing board and discussions of the funding needs of the supporting organization and related investment goals of the supporting organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The supported organization's funding needs helped the supporting organization make investment decisions through the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Per terms of the trust document, all of the activities are to support and further the exempt organization. The supporting organization is responsive to the supported organization by addressing their needs and goals throughout the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The supporting organization would be engaged in additional revenue raising activity if it did not benefit from the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Allocable Expense-Principal 35 Foreign Taxes on Qualified Foreign 37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSTING ADJUSTMENTS AND ROUNDING 21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, SECTION D 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV, SECTION D 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IV, SECTION E 2a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART IV, SECTION E 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08028726852
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN A DODGE TR UW 31D002015
ReturnHeader/Filer/BusinessNameControlTxt0DODG
ReturnHeader/Filer/EIN0046036499
ReturnHeader/Filer/PhoneNum08028726852
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 MAIN STREET RC 1215
ReturnHeader/Filer/USAddress/CityNm0BRIDGEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0066044913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum06142327013
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE DONALDSON
ReturnHeader/ReturnTs02021-04-30T10:00:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.04$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12$0.04$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.12$0.03$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.06$0.03$0.03
2019Summary only. Only limited summary data is available for this year.$1.51$0.00$0.14$0.11$0.03
2018Summary only. Only limited summary data is available for this year.$1.49$0.00$0.12$0.12$0.00
2017Summary only. Only limited summary data is available for this year.$1.48$0.00$0.09$0.11$0.02
2016Summary only. Only limited summary data is available for this year.$1.50$0.00$0.04$0.11$0.07
2015Summary only. Only limited summary data is available for this year.$1.57$0.00$0.03$0.11$0.08
2014Summary only. Only limited summary data is available for this year.$1.66$0.00$0.10$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$1.69$0.00$0.57$0.09$0.47
2012Summary only. Only limited summary data is available for this year.$1.21$0.00$0.02$0.09$0.06
2011Summary only. Only limited summary data is available for this year.$1.28$0.00$0.04$0.08$0.04