DARTMOUTH EDUCATIONAL ASSOCIATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
DARTMOUTH EDUCATIONAL ASSOCIATION (EIN 04-6045227)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-01
IRS object ID
201311219349300731
Schema version
2011v1.5
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)
Timestamp2013-05-01T12:43:28-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN046045227EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE DARTMOUTH EDUCATIONAL ASSOCIATIONBusinessNameLine1
Business Name Line2C/O ANDREW PLUMRIDGEBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlDARTNameControl
Phone6176621502Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 STONEVIEW LANEAddressLine1
CitySHARONCity
StateMAState
ZIP Code02067ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameANDREW PLUMRIDGEName
TitlePRESIDENTTitle
Phone6176621502Phone
Date Signed2013-04-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRUCE C LEVINE CPAName
PTINP00524511PTIN
Phone7814001625Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

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 Receipts125848GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1896YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE DARTMOUTH EDUCATIONAL ASSOCIATIONS ("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 Body4NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers5TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year38589ContributionsGrantsPriorYear
Contributions Grants Current Year45908ContributionsGrantsCurrentYear
Program Service Revenue Prior Year76583ProgramServiceRevenuePriorYear
Program Service Revenue CY79940ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year115172TotalRevenuePriorYear
Total Revenue Current Year125848TotalRevenueCurrentYear
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 Year37562OtherExpensePriorYear
Other Expenses Current Year86232OtherExpensesCurrentYear
Total Expenses Prior Year37562TotalExpensesPriorYear
Total Expenses Current Year86232TotalExpensesCurrentYear
Revenues Less Expenses Prior Year77610RevenuesLessExpensesPriorYear
Revenues Less Expenses CY39616RevenuesLessExpensesCY
Total Assets BOY3517436TotalAssetsBOY
Total Assets EOY3557052TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3517436NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3557052NetAssetsOrFundBalancesEOY
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
Expense70881Expense
Grants0Grants
Revenue79940Revenue
DescriptionSTUDENT LOANS GRANTED FOR THE CURRENT FISCAL YEARDescription
Total Program Service Expense70881TotalProgramServiceExpense
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
Transaction Related Entity0TransactionRelatedEntity
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 Members4NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
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 Address0OfficerMailingAddress
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 Line1ANDREW PLUMRIDGEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6176621502TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1C/O STATE STREET CORPORATION 3AddressLine1
CitySHARONCity
StateMAState
ZIP Code02067ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (4 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ANDREW OBENSHAIN
VICE PRESIDENT1.00XX000
ANDREW PLUMRIDGE
PRESIDENT AND ACTING TREASURER1.00XX000
THOMAS O'SHEA
CLERK1.00XX000
CHAD NORTHRUP
VICE PRESIDENT1.00XX000
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 Dues45908MembershipDues
Total Contributions45908TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionINTEREST ON LOANSDescription
Business Code611710BusinessCode
Total Revenue Column79940TotalRevenueColumn
Related Or Exempt Function Income79940RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue79940TotalProgramServiceRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column125848TotalRevenueColumn
Related Or Exempt Function Income79940RelatedOrExemptFunctionIncome
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 DEBTS7088170881
ADMINISTRATIVE COSTS97689768
FILING FEES8383

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total86232Total
Program Services70881ProgramServices
Management And General15351ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY33060BOY
EOY63917EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3382887BOY
EOY3252918EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY101489BOY
EOY240217EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3517436BOY
EOY3557052EOY

Total Liabilities TotalLiabilities

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

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3512436BOY
EOY3552052EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5000BOY
EOY5000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3517436BOY
EOY3557052EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3517436BOY
EOY3557052EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses39616ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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
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 Value240217BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets240217TotalBookValueOtherAssets
Total Revenue125848TotalRevenue
Total Expenses86232TotalExpenses
Excess Or Deficit For Year39616ExcessOrDeficitForYear
Excess Or Deficit Per FS39616ExcessOrDeficitPerFS

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.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
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

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