Civic Intelligence

The Dartmouth Educational Association C/O Andrew Plumridge

EIN 04-6045227 • 501(c)3 • Sharon, MA

Profile

The dartmouth educational association's (dea) mission is to provide a source of funds for low-interest student loans to the students of dartmouth college.

3 Stoneview LaneSharon, MA 02067

www.dartmoutheducationalassociation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

0.9%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

239%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$4,134,690

Up $70,585 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,134,690

Up $70,585 (+1.7%) from 2023

Revenue

Down

$105,034

Down $15,298 (-13%) from 2023

Expenses

Down

$34,449

Down $51,432 (-60%) from 2023

Net Income

Up

$70,585

Up $36,134 (+105%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,517,436Liabilities 2011: $0Net Assets 2011: $3,517,4362011Assets 2012: $3,557,052Liabilities 2012: $0Net Assets 2012: $3,557,0522012Assets 2013: $3,560,008Liabilities 2013: $0Net Assets 2013: $3,560,0082013Assets 2014: $3,665,668Liabilities 2014: $0Net Assets 2014: $3,665,6682014Assets 2015: $3,755,061Liabilities 2015: $0Net Assets 2015: $3,755,0612015Assets 2016: $4,011,477Liabilities 2016: $207,573Net Assets 2016: $3,803,9042016Assets 2017: $4,112,379Liabilities 2017: $257,771Net Assets 2017: $3,854,6082017Assets 2018: $4,011,739Liabilities 2018: $0Net Assets 2018: $4,011,7392018Assets 2019: $4,063,279Liabilities 2019: $0Net Assets 2019: $4,063,2792019Assets 2020: $4,092,007Liabilities 2020: $0Net Assets 2020: $4,092,0072020Assets 2021: $4,145,746Liabilities 2021: $0Net Assets 2021: $4,145,7462021Assets 2022: $4,029,654Liabilities 2022: $0Net Assets 2022: $4,029,6542022Assets 2023: $4,064,105Liabilities 2023: $0Net Assets 2023: $4,064,1052023Assets 2024: $4,134,690Liabilities 2024: $0Net Assets 2024: $4,134,6902024

Highlighted filing

2024

Assets$4,134,690
Liabilities$0
Net Assets$4,134,690

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $115,172Expenses 2011: $37,562Net Income 2011: $77,6102011Expenses 2012: $86,2322012Revenue 2013: $118,372Expenses 2013: $115,416Net Income 2013: $2,9562013Revenue 2014: $132,082Expenses 2014: $26,422Net Income 2014: $105,6602014Revenue 2015: $133,684Expenses 2015: $44,291Net Income 2015: $89,3932015Revenue 2016: $130,975Expenses 2016: $82,132Net Income 2016: $48,8432016Revenue 2017: $154,754Expenses 2017: $104,050Net Income 2017: $50,7042017Revenue 2018: $134,472Expenses 2018: -$22,659Net Income 2018: $157,1312018Revenue 2019: $156,158Expenses 2019: $104,618Net Income 2019: $51,5402019Revenue 2020: $104,453Expenses 2020: $75,725Net Income 2020: $28,7282020Revenue 2021: $77,964Expenses 2021: $24,225Net Income 2021: $53,7392021Revenue 2022: $35,510Expenses 2022: $151,602Net Income 2022: -$116,0922022Revenue 2023: $120,332Expenses 2023: $85,881Net Income 2023: $34,4512023Revenue 2024: $105,034Expenses 2024: $34,449Net Income 2024: $70,5852024

Highlighted filing

2024

Revenue$105,034
Expenses$34,449
Net Income$70,585

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.11$0.03$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.12$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.04$0.15$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$0.08$0.02$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.09$0.10$0.08$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.16$0.10$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.00$4.01$0.13$0.02$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.11$0.26$3.85$0.15$0.10$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.21$3.80$0.13$0.08$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.13$0.04$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.13$0.03$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$0.12$0.12$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$0.09
2011Summary only. Only limited summary data is available for this year.$3.52$0.00$3.52$0.12$0.04$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$105,034
Mission and Program Overview

Mission

The dartmouth educational association's (dea) mission is to provide a source of funds for low-interest student loans to the students of dartmouth college.

To provide a source of funds for low-interest student loans to the students of dartmouth college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$3,097,833$3,330,260▲ $232,427
Cash and Non-Interest-Bearing Accounts$108,035$110,693▲ $2,658
Total Assets$4,064,105$4,134,690▲ $70,585
Other Assets Total$858,237$693,737▼ $164,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,059,105$4,129,690▲ $70,585
Net Assets With Donor Restrictions$5,000$5,000→ $0
Total Net Assets Fund Balance$4,064,105$4,134,690▲ $70,585
Total Liabilities and Net Assets / Fund Balance$4,064,105$4,134,690▲ $70,585

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$693,737--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,000---$5,000
2022$5,000---$5,000
2021$5,000---$5,000
2020$5,000---$5,000
2019$5,000---$5,000
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$25,122
Program Service Revenue
$79,912
Investment Income
$0
Other Revenue
$0
All Other Contributions
$9,000
Change in Net Assets
$70,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,449
Total Fundraising Expense$14,674
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$7,270-$7,270
Other Expenses$12,017$108$14,674$108
Total Functional Expenses$12,017$7,758$14,674$34,449
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The executive board shall delegate to an authorized representative of dartmouth college of hanover, new hampshire, the power to approve applications for loans to the extent that funds of this association are available for such purpose, or shall adopt such other methods of procedure for the granting of loans to such undergraduates as the executive board may deem advisable from time to time.

Form 990, Part VI, Section B, Line 11B

President reviews form 990 before filing.

Form 990, Part VI, Section B, Line 12C

Inquiry at board of directors meeting. Potential conflicts of interest are reviewed and evaluated by the directors on an ongoing basis. Annually reviewed and conflicts are discussed as they arise by the board.

Form 990, Part VI, Section C, Line 19

The governing documents as well as the financial statements, are available on the dea website and upon request.

Filing and Contact Details

Filer

Filer Name
The Dartmouth Educational Association
EIN
04-6045227
Phone
6177847888
Address
3 STONEVIEW LANE, SHARON, MA 02067

Signing Officer

Name
Andrew Plumridge
Title
Treasurer
Phone
6177847888
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Plumridge
Formed
1896
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Cliftonlarsonallen Llp
Address
4 BATTERYMARCH PARK SUITE 100, QUINCY, MA 02169
Preparer
Danielle Nihill
Phone
7819821001
Raw XML AppendixShowing 400 of 427 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE DARTMOUTH EDUCATIONAL ASSOCIATION'S (DEA) MISSION IS TO PROVIDE A SOURCE OF FUNDS FOR LOW INTEREST STUDENT LOANS TO THE STUDENTS OF DARTMOUTH COLLEGE. THE DARTMOUTH EDUCATIONAL ASSOCIATION SUPPORTS DARTMOUTH COLLEGE BY PROVIDNG FUNDS TO STUDENTS OF THE COLLEGE THAT WITHOUT DEA, THE COLLEGE WOULD OTHERWISE HAVE TO FINANCE ITSELF.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DARTMOUTH COLLEGE HAS A SIGNIFICANT VOICE IN THE DISPOSITION OF THE DARTMOUTH EDUCATIONAL ASSOCIATION'S ASSETS IN THAT DARTMOUTH COLLEGE CHOOSES THE STUDENTS WHO RECEIVE THE LOW INTEREST LOANS WITH THE DARTMOUTH EDUCATIONAL ASSOCIATION'S FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE DARTMOUTH EDUCATIONAL ASSOCIATION'S (DEA) MISSION IS TO PROVIDE A SOURCE OF FUNDS FOR LOW INTEREST STUDENT LOANS TO THE STUDENTS OF DARTMOUTH COLLEGE. THE DARTMOUTH EDUCATIONAL ASSOCIATION SUPPORTS DARTMOUTH COLLEGE BY PROVIDING FUNDS TO STUDENTS OF THE COLLEGE THAT WITHOUT DEA, THE COLLEGE WOULD OTHERWISE HAVE TO FINANCE ITSELF. THE ACTIVITIES OF DEA DIRECTLY FURTHER THE GOAL OF DARTMOUTH COLLEGE TO PROVIDE HIGH QUALITY EDUCATION TO ITS STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE DARTMOUTH EDUCATIONAL ASSOCIATION'S (DEA) MISSION IS TO PROVIDE A SOURCE OF FUNDS FOR LOW INTEREST STUDENT LOANS TO THE STUDENTS OF DARTMOUTH COLLEGE. THE DARTMOUTH EDUCATIONAL ASSOCIATION SUPPORTS DARTMOUTH COLLEGE BY PROVIDNG FUNDS TO STUDENTS OF THE COLLEGE THAT WITHOUT DEA, THE COLLEGE WOULD OTHERWISE HAVE TO FINANCE ITSELF. THE ACTIVITIES OF DEA DIRECTLY FURTHER THE GOAL OF DARTMOUTH COLLEGE TO PROVIDE HIGH QUALITY EDUCATION TO ITS STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION E LINE 2 A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV SECTION E LINE 2 B
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05000
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05000
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0693737
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE TO/ DUE FROM
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0693737
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE BOARD SHALL DELEGATE TO AN AUTHORIZED REPRESENTATIVE OF DARTMOUTH COLLEGE OF HANOVER, NEW HAMPSHIRE, THE POWER TO APPROVE APPLICATIONS FOR LOANS TO THE EXTENT THAT FUNDS OF THIS ASSOCIATION ARE AVAILABLE FOR SUCH PURPOSE, OR SHALL ADOPT SUCH OTHER METHODS OF PROCEDURE FOR THE GRANTING OF LOANS TO SUCH UNDERGRADUATES AS THE EXECUTIVE BOARD MAY DEEM ADVISABLE FROM TIME TO TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INQUIRY AT BOARD OF DIRECTORS MEETING. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND EVALUATED BY THE DIRECTORS ON AN ONGOING BASIS. ANNUALLY REVIEWED AND CONFLICTS ARE DISCUSSED AS THEY ARISE BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AS WELL AS THE FINANCIAL STATEMENTS, ARE AVAILABLE ON THE DEA WEBSITE AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL INSTITUTE
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt079912
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IRS990/TotalVolunteersCnt011
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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