DARTMOUTH EDUCATIONAL ASSOCIATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
DARTMOUTH EDUCATIONAL ASSOCIATION (EIN 04-6045227)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-04-11
IRS object ID
201411019349300501
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-04-11T06:33:48-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN452981393EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEVINE CAUFIELD MARTIN & GOLDBERG PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line175 SECOND AVENUE SUITE 700AddressLine1
CityNEEDHAMCity
StateMAState
ZIP Code02494ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN046045227EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE DARTMOUTH EDUCATIONAL ASSOCIATIONBusinessNameLine1
Business Name Line2C/O IOANA RUSANESCUBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlDARTNameControl
Phone6176621502Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 MELVILLE ROADAddressLine1
CitySOMERVILLECity
StateMAState
ZIP Code02145ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameIOANA RUSANESCUName
TitleTREASURERTitle
Phone6176220852Phone
Date Signed2014-03-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRUCE C LEVINE CPAName
PTINP00524511PTIN
Phone7814001625Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonANDREW PLUMRIDGENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1C/O STATE STREET CORPORATION 3AddressLine1
Address Line2STONEVIEW LANEAddressLine2
CitySHARONCity
StateMAState
ZIP Code02067ZIPCode
FieldValueIRS element (for citing)
Gross Receipts118372GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.DARTMOUTHEDUCATIONALASSOCIATION.ORGWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1896YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE DARTMOUTH EDUCATIONAL ASSOCIATION ("DEA") MISSION IS TO PROVIDE A SOURCE OF FUNDS FOR LOW-INTEREST STUDENT LOANS TO THE STUDENTS OF DARTMOUTH COLLEGE. THE DEA ANNUAL OPERATING COSTS, INCLUDING CONTRIBUTIONS TO ITS LOAN DISBURSEMENTS, ARE FUNDED THROUGH ANNUAL SOLICITATIONS OF THE DEA'S MEMBERSHIP AND OTHER DARTMOUTH COLLEGE ALUMNI.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers6TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year45908ContributionsGrantsPriorYear
Contributions Grants Current Year39975ContributionsGrantsCurrentYear
Program Service Revenue Prior Year79940ProgramServiceRevenuePriorYear
Program Service Revenue CY78397ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year125848TotalRevenuePriorYear
Total Revenue Current Year118372TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year86232OtherExpensePriorYear
Other Expenses Current Year115416OtherExpensesCurrentYear
Total Expenses Prior Year86232TotalExpensesPriorYear
Total Expenses Current Year115416TotalExpensesCurrentYear
Revenues Less Expenses Prior Year39616RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2956RevenuesLessExpensesCY
Total Assets BOY3557052TotalAssetsBOY
Total Assets EOY3560008TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3557052NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3560008NetAssetsOrFundBalancesEOY
Mission DescriptionTHE DARTMOUTH EDUCATIONAL ASSOCIATION'S (DEA) MISSION IS TO PROVIDE A SOURCE OF FUNDS FOR LOW-INTEREST STUDENT LOANS TO THE STUDENTS OF DARTMOUTH COLLEGE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense100401Expense
Grants0Grants
Revenue78397Revenue
DescriptionSTUDENT LOANS GRANTED FOR THE CURRENT FISCAL YEARDescription
Total Program Service Expense100401TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address1OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1IOANA RUSANESCUBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6176620852TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line115 MELVILLE ROADAddressLine1
CitySOMERVILLECity
StateMAState
ZIP Code02145ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ANDREW OBENSHAIN
VICE PRESIDENT1.00XX000
ANDREW PLUMRIDGE
PRESIDENT1.00XX000
THOMAS O'SHEA
CLERK1.00XX000
CHAD NORTHRUP
VICE PRESIDENT1.00XX000
THOMAS GUIDI
VICE PRESIDENT1.00XX000
IOANA-MARIA RUSANESCU
TREASURER1.00XX000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues39975MembershipDues
Total Contributions39975TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionINTEREST ON LOANSDescription
Business Code611710BusinessCode
Total Revenue Column78397TotalRevenueColumn
Related Or Exempt Function Income78397RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue78397TotalProgramServiceRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column118372TotalRevenueColumn
Related Or Exempt Function Income78397RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total5500Total
Management And General5500ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
PROVISION FOR BAD DEBTS100401100401
ADMINISTRATIVE COSTS94459445
FILING FEES7070

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total115416Total
Program Services100401ProgramServices
Management And General15015ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY63917BOY
EOY89201EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3252918BOY
EOY3236223EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY240217BOY
EOY234584EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3557052BOY
EOY3560008EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3552052BOY
EOY3555008EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5000BOY
EOY5000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3557052BOY
EOY3560008EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3557052BOY
EOY3560008EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2956ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1DARTMOUTH COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
EIN020222111EIN
Type Of Organization2TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$0Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5000BeginningOfYearBalance
End Of Year Balance5000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5000BeginningOfYearBalance
End Of Year Balance5000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5000BeginningOfYearBalance
End Of Year Balance5000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5000BeginningOfYearBalance
End Of Year Balance5000EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5000BeginningOfYearBalance
End Of Year Balance5000EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDUE FROM DARTMOUTH COLLEGEDescription
Book Value234584BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets234584TotalBookValueOtherAssets
Tot Revenue Etc Audited Fincl Stmt118372TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal118372RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990118372TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt115416TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal115416ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990115416TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6THE BOARD IS ELECTED ANNUALLY BY A VOTE OF THE MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BAMENDMENTS TO THE CHARTER AND BYLAWS REQUIRE A VOTE OF THE MEMBERS AND AS OTHERWISE REQUIRED UNDER MASSACHUSETTS LAW.
FORM 990, PART VI, SECTION B, LINE 11PRESIDENT REVIEWS FORM 990 BEFORE FILING.
FORM 990, PART VI, SECTION C, LINE 19THE ANNUAL BOOKLET, WHICH CONTAINS THE GOVERNING DOCUMENTS AS WELL AS THE FINANCIAL STATEMENTS, ARE AVAILABLE UPON REQUEST.
FORM 990, PART VIIANDREW OBENSHAIN - 9 AVENUE CASIMIR DAVAINE, GARCHES, FOREIGN COUNTRY, FRANCE 92380. ANDREW PLUMRIDGE - 3 STONEVIEW LANE, SHARON, MA 02067. THOMAS O'SHEA - 30 MONUMENT SQUARE, CONCORD, MA 01742. CHAD NORTHRUP - 7 OLDE CONNECTICUT PATH, WESTBOROUGH, MA 01581. THOMAS GUIDI - 13 LAKEVIEW AVENUE, DANVERS, MA 01923. IOANA-MARIA RUSANESCU - 15 MELVILLE ROAD, SOMERVILLE, MA 02145.CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
FORM 990, SCHEDULE B DISCLOSURE: NO SINGLE CONTRIBUTOR GAVE $5,000 OR MORE DURING THE YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1DARTMOUTH COLLEGEBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16024 MCNUTT HALLAddressLine1
CityHANOVERCity
StateNHState
ZIP Code03755ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesEDUCATIONAL INSTITUTEPrimaryActivities
Legal Domicile StateNHLegalDomicileState
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.