Civic Intelligence

Ruth E Proud Charitable Trust

990PF • Fiscal year 2017 • EIN 02-0691253

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

Organization Profile
1330 Mass Moca WayNorth Adams, MA 01247

(413) 663-3200

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,984,309

Up $339,555 (+21%) from 2016

Net Assets

Up

$1,984,131

Up $339,377 (+21%) from 2016

Liabilities

Up

$178

Up $178 from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Up

$104,110

Up $17,874 (+21%) from 2016

Expenses

Up

$202,750

Up $14,414 (+7.7%) from 2016

Net Income

Up

-$98,640

Up $3,460 (+3.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,292,234Liabilities 2010: $0Net Assets 2010: $2,292,2342010Assets 2011: $1,942,343Liabilities 2011: $0Net Assets 2011: $1,942,3432011Assets 2012: $1,727,634Liabilities 2012: $0Net Assets 2012: $1,727,6342012Assets 2013: $1,915,913Liabilities 2013: $0Net Assets 2013: $1,915,9132013Assets 2014: $1,798,184Liabilities 2014: $12014Assets 2015: $1,753,248Liabilities 2015: $6,394Net Assets 2015: $1,746,8542015Assets 2016: $1,644,754Liabilities 2016: $0Net Assets 2016: $1,644,7542016Assets 2017: $1,984,309Liabilities 2017: $178Net Assets 2017: $1,984,1312017Assets 2018: $2,083,753Liabilities 2018: $60,020Net Assets 2018: $2,023,7332018Assets 2019: $2,041,712Liabilities 2019: $1,494Net Assets 2019: $2,040,2182019Assets 2020: $2,055,111Liabilities 2020: $1Net Assets 2020: $2,055,1112020Assets 2021: $2,259,524Liabilities 2021: $1Net Assets 2021: $2,259,5242021Assets 2022: $2,255,617Liabilities 2022: $7,347Net Assets 2022: $2,248,2702022Assets 2023: $2,171,406Liabilities 2023: $12023Assets 2024: $2,288,634Liabilities 2024: $2,420Net Assets 2024: $2,286,2142024

Highlighted filing

2017

Assets$1,984,309
Liabilities$178
Net Assets$1,984,131
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $221,4812010Expenses 2011: $438,5942011Expenses 2012: $261,9972012Revenue 2013: $426,153Expenses 2013: $237,874Net Income 2013: $188,2792013Revenue 2014: $154,042Expenses 2014: $271,771Net Income 2014: -$117,7292014Revenue 2015: $128,395Expenses 2015: $179,725Net Income 2015: -$51,3302015Revenue 2016: $86,236Expenses 2016: $188,336Net Income 2016: -$102,1002016Revenue 2017: $104,110Expenses 2017: $202,750Net Income 2017: -$98,6402017Revenue 2018: $306,393Expenses 2018: $266,791Net Income 2018: $39,6022018Revenue 2019: $235,987Expenses 2019: $219,502Net Income 2019: $16,4852019Revenue 2020: $251,763Expenses 2020: $236,870Net Income 2020: $14,8932020Revenue 2021: $434,406Expenses 2021: $229,993Net Income 2021: $204,4132021Revenue 2022: $218,553Expenses 2022: $229,807Net Income 2022: -$11,2542022Revenue 2023: $197,787Expenses 2023: $264,432Net Income 2023: -$66,6452023Revenue 2024: $383,131Expenses 2024: $268,323Net Income 2024: $114,8082024

Highlighted filing

2017

Revenue$104,110
Expenses$202,750
Net Income-$98,640
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ruth E Proud Charitable Trust
EIN
02-0691253
Phone
4136633200
Address
1330 MASS MOCA WAY, NORTH ADAMS, MA 01247

Signing Officer

Name
John Derosa
Title
Trustee
Phone
4136633200
Signed
2018-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Smith Watson & Co Llp
Address
7 NORTH ST SUITE 205, PITTSFIELD, MA 01201
Preparer
Bryon M Sherman
Phone
4134649940
Raw XML Appendix344 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/GrantOrContributionPurposeTxt1EDUCATIONAL LECTURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2YOUTH DEVELOPMENT PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT AND RECOVERY GROUP ADDICTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HOT MEALS TO LOW INCOME & HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHILD CARE AND YOUTH DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ART & CULTURE TO ELEMENTARY STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHERN BERKSHIRE YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NORTHERN BERKSHIRE UNITED WAY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JOSH BRESSETTE COMM TO SAVE A LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE BERKSHIRE FOOD PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHILD CARE OF THE BERKSHIRES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MASS MOCA FOUNDATION INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1CORINTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2771 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32345 SKIPAREE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4134 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5210 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61040 MASS MOCA WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORTH POWNAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NORTH ADAMS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd305260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601247
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0123798
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/AppliedToCurrentYearAmt0121447
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt058988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0117164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt088168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0111075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0111075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0340586
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0117164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt088168
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149233
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027786
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0451661
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0423875
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010219
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010219
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010219
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0438017
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET ASSET ADJUSTMENT FOR PRIOR YEAR UR GAINS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt127137
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt022500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt127137
TaxesSchedule/TaxesDetail/Amt0965
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PENALTIES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DEROSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04136633200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH E PROUD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0020691253
ReturnHeader/Filer/PhoneNum04136633200
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 MASS MOCA WAY
ReturnHeader/Filer/USAddress/CityNm0NORTH ADAMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001247
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035D3879163D6E86CE39169CEF1932A0DEFAB2344
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008BD273990EA01E5E38543C8FC488B7685EB5954
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:07:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042530803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH WATSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 NORTH ST SUITE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001201
ReturnHeader/PreparerPersonGrp/PhoneNum04134649940
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYON M SHERMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-30T09:07:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,984,309
Liabilities
$178
Net assets
$1,984,131
Revenue
$104,110
Expenses
$202,750
Net income
-$98,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.38$0.27$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$0.20$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.25$0.22$0.23$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.43$0.23$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.25$0.24$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.24$0.22$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.06$2.02$0.31$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.10$0.20$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.09$0.19$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.01$1.75$0.13$0.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$0.15$0.27$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.43$0.24$0.19
2012Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.26
2011Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.44
2010Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.22