Civic Intelligence

Jonathan Edwards Trust

990 • Fiscal year 2020 • EIN 06-6084676

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 01, 2021

Organization ProfileN/A
68 High St Jonathan Edwrd CollegeNew Haven, CT 06511

(203) 432-0380

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,556,531

Up $207,123 (+15%) from 2019

Net Assets

Up

$1,556,531

Up $207,123 (+15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin93rd percentile

Revenue

Up

$133,232

Up $36,916 (+38%) from 2019

Expenses

Down

$48,842

Down $15,607 (-24%) from 2019

Net Income

Up

$84,390

Up $52,523 (+165%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $921,716Liabilities 2010: $0Net Assets 2010: $921,7162010Assets 2011: $987,565Liabilities 2011: $0Net Assets 2011: $987,5652011Assets 2012: $996,973Liabilities 2012: $0Net Assets 2012: $996,9732012Assets 2013: $1,103,957Liabilities 2013: $0Net Assets 2013: $1,103,9572013Assets 2014: $1,171,497Liabilities 2014: $0Net Assets 2014: $1,171,4972014Assets 2015: $1,168,557Liabilities 2015: $0Net Assets 2015: $1,168,5572015Assets 2016: $1,189,095Liabilities 2016: $0Net Assets 2016: $1,189,0952016Assets 2017: $1,231,277Liabilities 2017: $0Net Assets 2017: $1,231,2772017Assets 2018: $1,211,917Liabilities 2018: $0Net Assets 2018: $1,211,9172018Assets 2019: $1,349,408Liabilities 2019: $0Net Assets 2019: $1,349,4082019Assets 2020: $1,556,531Liabilities 2020: $0Net Assets 2020: $1,556,5312020Assets 2021: $1,881,551Liabilities 2021: $23,538Net Assets 2021: $1,858,0132021Assets 2022: $1,718,815Liabilities 2022: $7,506Net Assets 2022: $1,711,3092022Assets 2023: $1,676,090Liabilities 2023: $0Net Assets 2023: $1,676,0902023Assets 2024: $1,930,816Liabilities 2024: $600Net Assets 2024: $1,930,2162024

Highlighted filing

2020

Assets$1,556,531
Liabilities$0
Net Assets$1,556,531
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$300K$200K$100K$0Revenue 2010: $45,228Expenses 2010: $40,000Net Income 2010: $5,2282010Expenses 2011: $8982011Expenses 2012: $83,8502012Revenue 2013: $66,370Expenses 2013: $47,499Net Income 2013: $18,8712013Revenue 2014: $87,088Expenses 2014: $47,386Net Income 2014: $39,7022014Revenue 2015: $121,320Expenses 2015: $100,360Net Income 2015: $20,9602015Revenue 2016: $85,501Expenses 2016: $62,244Net Income 2016: $23,2572016Revenue 2017: $81,226Expenses 2017: $74,871Net Income 2017: $6,3552017Revenue 2018: $102,427Expenses 2018: $80,209Net Income 2018: $22,2182018Revenue 2019: $96,316Expenses 2019: $64,449Net Income 2019: $31,8672019Revenue 2020: $133,232Expenses 2020: $48,842Net Income 2020: $84,3902020Revenue 2021: $169,033Expenses 2021: $57,800Net Income 2021: $111,2332021Revenue 2022: $149,185Expenses 2022: $133,338Net Income 2022: $15,8472022Revenue 2023: $106,150Expenses 2023: $102,479Net Income 2023: $3,6712023Revenue 2024: $284,239Expenses 2024: $71,124Net Income 2024: $213,1152024

Highlighted filing

2020

Revenue$133,232
Expenses$48,842
Net Income$84,390
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 1, 2021
Return Version
2020v4.0
Gross Receipts
$133,232
Mission and Program Overview

Mission

Support of educational activities at Jonathan Edwards College and other components of Yale University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,349,408$1,556,531▲ $207,123
Investments Other Securities$1,279,437$1,428,346▲ $148,909
Savings and Temporary Cash Investments$63,168$123,978▲ $60,810
Cash and Non-Interest-Bearing Accounts$6,803$4,207▼ $2,596
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,349,408$1,556,531▲ $207,123
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,349,408$1,556,531▲ $207,123
Total Liabilities and Net Assets / Fund Balance$1,349,408$1,556,531▲ $207,123

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,279,437-▲ $212,284$62,107$1,428,347
2019$1,145,851-▲ $194,691$59,883$1,279,437
2018$1,182,990-▲ $48,318$84,320$1,145,851
2017$1,101,640-▲ $109,060$27,156$1,182,990
2016$1,072,224-▲ $82,022$51,532$1,101,640
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Mark RyanTrustee + Chair
Deborah RoseTreas + Trustee
David LeonhardtTrustee
David P CalleoTrustee
Douglas CrowleyTrustee
Eve RiceTrustee
Gary HallerTrustee
Jonathan DachTrustee
Masu HaqueTrustee
Michael BarrTrustee
Suhnne AhnTrustee
Miko McGintyTrustee / Sec'y
Michael Hawley to June 2020Trustee/ViceChr
Mark SaltzmanEx officio
Revenue and Support

Revenue Composition

Contributions and Grants
$43,665
Program Service Revenue
$0
Investment Income
$89,567
Other Revenue
$0
All Other Contributions
$43,665
Change in Net Assets
$84,390

Audited Revenue Reconciliation

Revenue per Audited Statements
$131,965
Revenue Not Reported on Financial Statements
$1,267
Revenue Not Reported on Form 990
$122,733
Total Revenue per Audited Statements
$254,698
Total Revenue per Form 990
$133,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,842
Total Fundraising Expense$2,303
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology-$2,303$2,303$4,606
Fees for Services Accounting-$2,590-$2,590
Fees for Service Investment Mgmnt Fees-$1,267-$1,267
Other Expenses$4,558$1,016-$1,016
Total Functional Expenses$39,363$7,176$2,303$48,842

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$48,842
Expenses per Audited Statements$47,575
Total Expenses per Audited Statements$47,575
Expenses Not Reported on Financial Statements$1,267
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustee's co.College history costsNo$18,414

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The trustees have engaged a CPA, to assist with the accounting and preparation of Form 990. The Form 990 is prepared by the CPA, then reviewed with the Treasurer and Chair, before being provided to the Trustees and electronically filed with IRS.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Trust makes its governing documents and financial statements available to the public in accordance with the requirements of state law.”

Form 990, Part VI, Sec. C, Line 20 - Custodian of Records

“Deborah Rose, Treasurer, c/o J.E. Head of College's Office, 68 High Street, New Haven, CT 06511, Phone: 203-432-2698.”

Filing and Contact Details

Filer

Filer Name
Jonathan Edwards Trust
EIN
06-6084676
Phone
2034320380
Address
68 High St Jonathan Edwrd College, New Haven, CT 06511

Signing Officer

Name
Deborah Rose
Title
Treasurer
Signed
2021-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Ryan
Formed
1966
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107
Preparer
Adam P Cohen
Phone
8605216400
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Income from the endowment is used to fund grants and projects to support the educational activities of Jonathan Edwards College of Yale University. Line 1e, other expenditures, is spendable income distributed from the endowment account, based on Yale's endowment spending policy, not necessarily the amounts expended by the Trust in the same year. In 2018 Yale changed from quarterly to annual distributions. In 2019 Yale reverted to quarterly distributions. Distributions in 2017, 2018 and 2019 are effectively for 2, 6 and 4 quarters; 4 quarters thereafter.”

Raw XML AppendixShowing 400 of 562 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/TitleTxt4Trustee
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IRS990/OtherExpensesGrp/Desc0Graphic design and printing
IRS990/OtherExpensesGrp/Desc1Postage and delivery
IRS990/OtherExpensesGrp/Desc2Bank charges
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01016
IRS990/OtherExpensesGrp/ProgramServicesAmt034805
IRS990/OtherExpensesGrp/ProgramServicesAmt14558
IRS990/OtherExpensesGrp/TotalAmt034805
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IRS990/OtherExpensesGrp/TotalAmt21016
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IRS990/PrincipalOfficerNm0Mark Ryan
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IRS990/ProgSrvcAccomActy2Grp/Desc0During Calendar 2020, the Trust did not make a grant to Jonathan Edwards College of Yale University.In December 2019, the Trust paid a grant of $45,000 to Jonathan Edwards College of Yale University, in support of various educational programs to be undertaken at Jonathan Edwards College or elsewhere at Yale University in conjunction with Jonathan Edwards College.With the March 2020 onset of the COVID-19 Pandemic and suspension of most in-person classes and cultural events the Head of College indicated that no further grant funding would be needed.
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IRS990/PYOtherExpensesAmt019449
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IRS990/PYTotalExpensesAmt064449
IRS990/PYTotalRevenueAmt096316
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IRS990/ReconcilationRevenueExpnssAmt084390
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0123978
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustees of the Jonathan Edwards Trust are self-perpetuating, under the terms of the trust indenture. The Head of Jonathan Edwards College ("Head of CollegeX or "Head"), a Yale University employee who is appointed by the President of Yale University, serves as an ex-officio member of the Trust's Board of Trustees. The Head of College is included in all substantive decisions through close and continuous email or telephone conversations, in addition to attending the annual Board of Trustee meetings. The Trust's annual grant to Yale University is is paid to the Head of College's account and spent in accordance with the priorities and budget established by the Head of College in consultation with the Trustees. As disclosed in Program Service Accomplishments (Part III, Line 4b) and in Sch. R, there was no cash grant to Yale University during 2020. During 2020, the Trust, however, completed the publication of the Jonathan Edwards College history and distributed the book to alumni and students. One Trustee also serves as a trustee of the Yale Corporation, which is Yale University's governing Board. The dual appointment is coincidental, as the Trustee of the Trust had been elected prior to her election to the Yale Corporation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust invests its assets substantially in the endowment pool managed by, and in the custody of, the University, i.e., "The Yale Endowment". The University distributes to the Trust in accordance with the University's spending policy. The Trust's spending is consistent with the University's spending policy.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Annual grants from the Jonathan Edwards Trust support activities of Jonathan Edwards College, a component residential college of Yale University. The Head of Jonathan Edwards College uses the grants to fund various student activities at the College. Support of educational programs operated by or in cooperation with Jonathan Edwards College, including promotion of attendance by students at off-campus artistic and cultural events in the company of Fellows of the College, and sessions over meals devoted to advising and counseling of students by administrators of the College. The Trust receives reports from the Head of Jonathan Edwards College on the expenditures of funds granted to the College and on the program services supported by these expenditures. In 2020, the Trust expended $39,363 in graphic design, editing, printing, distribution and related costs in the publication of a history of Jonathan Edwards College,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yale Univ-Jonathan Edwards College
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01279437
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01074
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01101640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt082022
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IRS990ScheduleD/ExpensesSubtotalAmt047575
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt01267
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,556,531
Liabilities
$0
Net assets
$1,556,531
Revenue
$133,232
Expenses
$48,842
Net income
$84,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.28$0.07$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.15$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.02$1.86$0.17$0.06$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.10$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.00
2010Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.05$0.04$0.01