Civic Intelligence

William B Dickinson Educational Trust

EIN 83-6795710 • 501(c)3 • Saratoga Springs, NY

Profile

To help support the chemistry & music dept's at the 2 universities attended by dr dickinson by providing funds for fellowships per the terms of the trust setup upon his passing in 2019

C/O Michael Reid 2 Longwood DriveSaratoga Springs, NY 12866

www.wbdtrust.com

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

59th percentile

9.2%

Higher net margin than 59% 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

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,465,618

Up $301,532 (+7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,465,618

Up $301,532 (+7.2%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin59th percentile

Revenue

Up

$181,101

Up $3,733 (+2.1%) from 2023

Expenses

Up

$168,220

Up $7,208 (+4.5%) from 2023

Net Income

Down

$12,881

Down $3,475 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $4,163,883Liabilities 2019: $0Net Assets 2019: $4,163,8832019Assets 2020: $4,110,713Liabilities 2020: $0Net Assets 2020: $4,110,7132020Assets 2021: $4,524,285Liabilities 2021: $0Net Assets 2021: $4,524,2852021Assets 2022: $4,107,886Liabilities 2022: $0Net Assets 2022: $4,107,8862022Assets 2023: $4,164,086Liabilities 2023: $0Net Assets 2023: $4,164,0862023Assets 2024: $4,465,618Liabilities 2024: $0Net Assets 2024: $4,465,6182024

Highlighted filing

2024

Assets$4,465,618
Liabilities$0
Net Assets$4,465,618
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $4,060,153Expenses 2019: $125,070Net Income 2019: $3,935,0832019Revenue 2020: $130,549Expenses 2020: $143,148Net Income 2020: -$12,5992020Revenue 2021: $128,937Expenses 2021: $149,641Net Income 2021: -$20,7042021Revenue 2022: $155,522Expenses 2022: $151,544Net Income 2022: $3,9782022Revenue 2023: $177,368Expenses 2023: $161,012Net Income 2023: $16,3562023Revenue 2024: $181,101Expenses 2024: $168,220Net Income 2024: $12,8812024

Highlighted filing

2024

Revenue$181,101
Expenses$168,220
Net Income$12,881
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,465,618
Liabilities
$0
Net assets
$4,465,618
Revenue
$181,101
Expenses
$168,220
Net income
$12,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.18$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.18$0.16$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.16$0.15$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.13$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.13$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$4.06$0.13$3.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 26, 2025
Return Version
2024v5.0
Gross Receipts
$1,110,778
Mission and Program Overview

Mission

To help support the chemistry & music dept's at the 2 universities attended by dr dickinson by providing funds for fellowships per the terms of the trust setup upon his passing in 2019

Provide annual monetary gifts to the 2 colleges attended by dr dickinson to fund fellowship awards upon his passing in 2019

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,699,577$4,049,308▲ $349,731
Savings and Temporary Cash Investments$464,509$416,310▼ $48,199
Total Assets$4,164,086$4,465,618▲ $301,532
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,164,086$4,465,618▲ $301,532
Total Net Assets Fund Balance$4,164,086$4,465,618▲ $301,532
Total Liabilities and Net Assets / Fund Balance$4,164,086$4,465,618▲ $301,532
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Michael C ReidTrusteePT$32,000$32,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$181,101
Other Revenue
$0
Change in Net Assets
$12,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,000
Salaries, Compensation, and Employee Benefits$32,000
Other Expenses$1,220
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$135,000--$135,000
Current Officers, Directors, Trustees, and Key Employees-$32,000-$32,000
Fees for Services Accounting-$575-$575
Office Expenses-$395-$395
Other Expenses-$250-$250
Total Functional Expenses$135,000$33,220$0$168,220
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of Wisconsin MadisonMadison, WI501c3Fellowship Award$83,000
Emory UniversityAtlanta, GA501c3Fellowship Award$52,000
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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

Part VI Line 11B

“See sch o for part vi(b)#11b”

Part VI Line 12C

“See sch o for part vi(b)#12c”

Part VI Line 19

“See sch o for part vi(c)#19”

PART VI(B)#11B

“The form 990 is prepared by an independent accountant. After the form is”

PART VI(B)#11B

“Completed, the trustee reviews the form and schedules for accuracy and”

PART VI(B)#11B

“Completeness. Once satisfied, the trustee approves and signs the e-file”

PART VI(B)#11B

“AUTHORIZATION.”

PART VI(B)#12C

“The trustee signs an annual conflict of interest form which is available”

PART VI(B)#12C

“ON THE TRUST'S WEBSITE.”

PART VI(C)#19

“The trustee's governing documents are available on the ny charities bureau”

PART VI(C)#19

“Website. All future updates to these documents will be uploaded to nys”

PART VI(C)#19

“Available on their website. The conflict of interest policy is available on”

PART VI(C)#19

“The trust's website www.wbdtrust.com. The annual form 990 and ny char500”

PART VI(C)#19

“Are updated every year to the ny charities bureau for public viewing.”

Filing and Contact Details

Filer

Filer Name
William B Dickinson Educational Trust
EIN
83-6795710
In Care Of
% MICHAEL REID
Phone
5184587445
Address
C/O MICHAEL REID 2 LONGWOOD DRIVE, Saratoga Springs, NY 12866

Signing Officer

Name
Michael Reid
Title
Trustee
Phone
5184587445
Signed
2025-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael C Reid
Formed
2019
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Preparer
Patrick Martin
Phone
5188838978
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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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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt04357368
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04072150
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0152508
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0142525
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt04423724
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04134162
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0152508
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0142525
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0580566256
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1396006492
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt052000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt183000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EMORY UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIV OF WISCONSIN MADISON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0135000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt083000
IRS990ScheduleI/RecipientTable/CashGrantAmt152000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FELLOWSHIP AWARD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FELLOWSHIP AWARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIV OF WISCONSIN MADISON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EMORY UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0396006492
IRS990ScheduleI/RecipientTable/RecipientEIN1580566256
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0333 EAST CAMPUS MALL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1201 DOWMAN DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053715
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130322
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST MONITORS THE USE OF GRANT FUNDS BY REQUESTING THE NAME
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1AND AMOUNT OF EACH FELLOWSHIP RECIPIENT ANNUALLY FROM BOTH SCHOOLS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2THE INFORMATION IS PROVIDED TO THE TRUSTEE BY EMAIL OR REGULAR MAIL
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCH O FOR PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE SCH O FOR PART VI(B)#12C
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE SCH O FOR PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. AFTER THE FORM IS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPLETED, THE TRUSTEE REVIEWS THE FORM AND SCHEDULES FOR ACCURACY AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPLETENESS. ONCE SATISFIED, THE TRUSTEE APPROVES AND SIGNS THE E-FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AUTHORIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE TRUSTEE SIGNS AN ANNUAL CONFLICT OF INTEREST FORM WHICH IS AVAILABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ON THE TRUST'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE TRUSTEE'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE NY CHARITIES BUREAU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WEBSITE. ALL FUTURE UPDATES TO THESE DOCUMENTS WILL BE UPLOADED TO NYS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AVAILABLE ON THEIR WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12THE TRUST'S WEBSITE WWW.WBDTRUST.COM. THE ANNUAL FORM 990 AND NY CHAR500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ARE UPDATED EVERY YEAR TO THE NY CHARITIES BUREAU FOR PUBLIC VIEWING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VI(B)#11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART VI(B)#12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART VI(B)#12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12PART VI(C)#19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13PART VI(C)#19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04164086
IRS990/TotalAssetsEOYAmt04465618
IRS990/TotalAssetsGrp/BOYAmt04164086
IRS990/TotalAssetsGrp/EOYAmt04465618
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033220
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0135000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168220
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04164086
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04465618
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0135000
IRS990/TotalReportableCompFromOrgAmt032000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0181101
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0181101
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04164086
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04465618
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 LONGWOOD DRIVE
IRS990/USAddress/CityNm0SARATOGA SPRINGS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012866
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.WBDTRUST.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL REID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05184587445
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM B DICKINSON EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0836795710
ReturnHeader/Filer/InCareOfNm0% MICHAEL REID
ReturnHeader/Filer/PhoneNum05184587445
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MICHAEL REID 2 LONGWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0Saratoga Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true

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