Civic Intelligence

Dodge Charitable Trust

990PF • Fiscal year 2016 • EIN 52-1263617

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 12, 2017

41000 Cremona RoadMechanicsville, MD 20659

(301) 884-3140

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

56th percentile

5.1%

Higher net margin than 56% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

58th percentile

3.0%

Faster asset growth than 58% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

122%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$677,577

Up $19,679 (+3.0%) from 2015

Net Assets

Up

$677,577

Up $19,679 (+3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$44,829

Up $24,652 (+122%) from 2015

Expenses

Down

$42,537

Down $5,153 (-11%) from 2015

Net Income

Up

$2,292

Up $29,805 (+108%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $606,909Liabilities 2011: $02011Assets 2012: $633,549Liabilities 2012: $0Net Assets 2012: $633,5492012Assets 2013: $734,458Liabilities 2013: $0Net Assets 2013: $734,4582013Assets 2014: $732,643Liabilities 2014: $0Net Assets 2014: $732,6432014Assets 2015: $657,898Liabilities 2015: $0Net Assets 2015: $657,8982015Assets 2016: $677,577Liabilities 2016: $0Net Assets 2016: $677,5772016Assets 2018: $680,288Liabilities 2018: $0Net Assets 2018: $680,2882018Assets 2019: $730,490Liabilities 2019: $0Net Assets 2019: $730,4902019Assets 2020: $661,252Liabilities 2020: $0Net Assets 2020: $661,2522020Assets 2021: $1,083,367Liabilities 2021: $0Net Assets 2021: $1,083,3672021Assets 2022: $952,129Liabilities 2022: $0Net Assets 2022: $952,1292022Assets 2023: $880,617Liabilities 2023: $0Net Assets 2023: $880,6172023Assets 2024: $848,890Liabilities 2024: $0Net Assets 2024: $848,8902024

Highlighted filing

2016

Assets$677,577
Liabilities$0
Net Assets$677,577

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $113,411Expenses 2011: $16,388Net Income 2011: $97,0232011Expenses 2012: $69,8952012Revenue 2013: $86,998Expenses 2013: $39,321Net Income 2013: $47,6772013Revenue 2014: $16,349Expenses 2014: $43,280Net Income 2014: -$26,9312014Revenue 2015: $20,177Expenses 2015: $47,690Net Income 2015: -$27,5132015Revenue 2016: $44,829Expenses 2016: $42,537Net Income 2016: $2,2922016Revenue 2018: $39,332Expenses 2018: $45,771Net Income 2018: -$6,4392018Revenue 2019: $40,521Expenses 2019: $54,128Net Income 2019: -$13,6072019Revenue 2020: $480Expenses 2020: $49,692Net Income 2020: -$49,2122020Revenue 2021: $473,833Expenses 2021: $73,529Net Income 2021: $400,3042021Revenue 2022: $39,446Expenses 2022: $68,987Net Income 2022: -$29,5412022Revenue 2023: $26,305Expenses 2023: $97,817Net Income 2023: -$71,5122023Revenue 2024: $65,617Expenses 2024: $97,344Net Income 2024: -$31,7272024

Highlighted filing

2016

Revenue$44,829
Expenses$42,537
Net Income$2,292
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY RUYLE DODGETrustee-$0--
RICHARD J MEDALIEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dodge Charitable Trust
EIN
52-1263617
Phone
3018843140
Address
41000 CREMONA ROAD, MECHANICSVILLE, MD 20659

Signing Officer

Name
Nancy Ruyle Dodge
Title
Trustee
Phone
3018843140
Signed
2017-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Murray Wamsley & Schrader LLC
Address
22738 MAPLE RD STE 201, LEXINGTON PARK, MD 20653
Preparer
Jennifer C Wamsley CPA
Phone
3018623367
Raw XML Appendix336 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt083 SOMERSET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1750 MARY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2HC 72 BOX 45001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt418952 E FISHER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53400 BRYAN POINT RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 1709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71606 NEW HAMPSHIRE AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81730 CAMBRIDGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92110 R STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 24
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 SIXTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLAYTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DYER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LEONARDTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ST MARYS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ACCOKEEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10ST MARYS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd289010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420686
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd621403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd720009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd920008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1020686
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1121403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033134
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/AppliedToCurrentYearAmt032839
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0932
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032839
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0883
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0883
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034654
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0883
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0883
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0932
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07431
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07431
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017387
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0425
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID PER SCH K-1
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0425
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY RUYLE DODGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03018843140
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DODGE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DODG
ReturnHeader/Filer/EIN0521263617
ReturnHeader/Filer/PhoneNum03018843140
ReturnHeader/Filer/USAddress/AddressLine1Txt041000 CREMONA ROAD
ReturnHeader/Filer/USAddress/CityNm0MECHANICSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020659
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D1EEF7F8F890A232BFAA254EC3446189ACAC9D10
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C081DBA409E92D391DE13E1710B3996EFF172C3B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521900151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURRAY WAMSLEY & SCHRADER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022738 MAPLE RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020653
ReturnHeader/PreparerPersonGrp/PhoneNum03018623367
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER C WAMSLEY CPA
ReturnHeader/ReturnTs02017-08-21T17:20:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.07$0.10$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.03$0.10$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.04$0.07$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.47$0.07$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.00$0.05$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.04$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.04$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.04$0.04$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.02$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.02$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.09$0.04$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.07
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.11$0.02$0.10