Civic Intelligence

Harriet Blades Dodge Memorial Tr Fund

EIN 05-6004992 • Westerly, RI

23 Broad StreetWesterly, RI 02891
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,693

Higher top officer pay than 83% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

38th percentile

-11%

Faster asset growth than 38% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$111,776

Down $14,468 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$111,776

Down $14,468 (-11%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin86th percentile

Revenue

Up

$11,644

Up $12,763 (+1141%) from 2023

Expenses

Down

$6,798

Down $15,032 (-69%) from 2023

Net Income

Up

$4,846

Up $27,795 (+121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$150K$100K$50K$0Assets 2011: $136,170Liabilities 2011: $02011Assets 2012: $141,093Liabilities 2012: $02012Assets 2013: $138,680Liabilities 2013: $02013Assets 2014: $138,384Liabilities 2014: $0Net Assets 2014: $138,3842014Assets 2015: $134,294Liabilities 2015: $0Net Assets 2015: $134,2942015Assets 2017: $128,483Liabilities 2017: $0Net Assets 2017: $128,4832017Assets 2019: $130,316Liabilities 2019: $02019Assets 2020: $132,310Liabilities 2020: $0Net Assets 2020: $132,3102020Assets 2021: $148,849Liabilities 2021: $0Net Assets 2021: $148,8492021Assets 2022: $126,244Liabilities 2022: $0Net Assets 2022: $126,2442022Assets 2023: $126,244Liabilities 2023: $0Net Assets 2023: $126,2442023Assets 2024: $111,776Liabilities 2024: $0Net Assets 2024: $111,7762024

Latest loaded filing

2024

Assets$111,776
Liabilities$0
Net Assets$111,776
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $7,977Expenses 2011: $8,230Net Income 2011: -$2532011Revenue 2012: $13,123Expenses 2012: $8,537Net Income 2012: $4,5862012Revenue 2013: $3,747Expenses 2013: $7,674Net Income 2013: -$3,9272013Revenue 2014: $5,696Expenses 2014: $8,761Net Income 2014: -$3,0652014Revenue 2015: $4,904Expenses 2015: $8,834Net Income 2015: -$3,9302015Revenue 2017: $7,776Expenses 2017: $9,410Net Income 2017: -$1,6342017Revenue 2019: $9,070Expenses 2019: $9,804Net Income 2019: -$7342019Revenue 2020: $11,455Expenses 2020: $8,956Net Income 2020: $2,4992020Revenue 2021: $10,537Expenses 2021: $13,014Net Income 2021: -$2,4772021Revenue 2022: $27,172Expenses 2022: $23,901Net Income 2022: $3,2712022Revenue 2023: -$1,119Expenses 2023: $21,830Net Income 2023: -$22,9492023Revenue 2024: $11,644Expenses 2024: $6,798Net Income 2024: $4,8462024

Latest loaded filing

2024

Revenue$11,644
Expenses$6,798
Net Income$4,846
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.12$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01$0.22$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.27$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.09$0.02
2019Summary only. Only limited summary data is available for this year.$1.30$0.00$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.08$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$0.04$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$0.13$0.09$0.05
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.08$0.08$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Feb 18, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,693-$1,693
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF RHODE ISLAND FBO HALEY CONANTSCHOLARSHIPPCKINGSTON, RI, US$2,000
Paid GrantUNIVERSITY OF RHODE ISLAND FBO DAKOTA LITTLEFIELDSCHOLARSHIPPCKINGSTON, RI, US$2,000
Paid GrantST LAWRENCE UNIVERSITY FBO EMILY HELTERLINESCHOLARSHIPPCCANTON, NY, US$2,000
Paid GrantThe University of Tampa FBO Bailey PayneSCHOLARSHIPPCTampa, FL, US$1,000
Filing and Contact Details

Filer

Filer Name
Harriet Blades Dodge Memorial Tr Fund
EIN
05-6004992
Phone
4016544815
Address
23 BROAD STREET, WESTERLY, RI 02891

Signing Officer

Name
Alison R Scholle
Title
Vice President
Phone
4016544815
Signed
2026-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Paul Dealmeida
Phone
6892065200
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2336061490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3136171423
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06670
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024493
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07664
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0994
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024493
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023499
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt088
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0125
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt0146
TaxesSchedule/TaxesDetail/Amt1146
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON R SCHOLLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04016544815
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIET BLADES DODGE MEMORIAL TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0DODG
ReturnHeader/Filer/EIN0056004992
ReturnHeader/Filer/PhoneNum04016544815
ReturnHeader/Filer/USAddress/AddressLine1Txt023 BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0WESTERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002891
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum06892065200
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DEALMEIDA
ReturnHeader/ReturnTs02026-03-03T21:01:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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