Civic Intelligence

Ruth E Proud Charitable Trust

990PF • Fiscal year 2018 • EIN 02-0691253

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
120 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

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.20x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

5.0%

Faster asset growth than 65% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

194%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$2,083,753

Up $99,444 (+5.0%) from 2017

Net Assets

Up

$2,023,733

Up $39,602 (+2.0%) from 2017

Liabilities

Up

$60,020

Up $59,842 (+33619%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin67th percentile

Revenue

Up

$306,393

Up $202,283 (+194%) from 2017

Expenses

Up

$266,791

Up $64,041 (+32%) from 2017

Net Income

Up

$39,602

Up $138,242 (+140%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$2,083,753
Liabilities$60,020
Net Assets$2,023,733
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$306,393
Expenses$266,791
Net Income$39,602
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

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

Signing Officer

Name
John Derosa
Title
Trustee
Phone
4136633200
Signed
2019-05-13
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 Appendix339 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FACILILITY IMPROVEMENTS/DAY CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ART & CULTURE TO ELEMENTARY STUDENTS
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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/BusinessNameLine1Txt4BART CHARTER PUBLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHILD CARE OF THE BERKSHIRES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MASS MOCA FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022 BRICKYARD COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1CORINTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2771 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32345 SKIPAREE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 COMMERCIAL 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/CityNm4ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd305260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601247
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0175235
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/AppliedToCurrentYearAmt0124606
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0124606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt058988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0117164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt088168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt088168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0330982
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0117164
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0203170
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078564
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0419150
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0340586
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010219
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010219
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0588
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt132341
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt025000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025000
TaxesSchedule/TaxesDetail/Amt02785
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PENALTIES
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DEROSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04136633200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH E PROUD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0020691253
ReturnHeader/Filer/PhoneNum04136633200
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 MASS MOCA WAY
ReturnHeader/Filer/USAddress/CityNm0NORTH ADAMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001247
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0105765E572DEB4DC3E7ACB4146B0BE8786E2D991
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0712F15B5129D2575878683330C2C5C35551EA902
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:43:23
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/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYON M SHERMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T14:43:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,083,753
Liabilities
$60,020
Net assets
$2,023,733
Revenue
$306,393
Expenses
$266,791
Net income
$39,602
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
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.06$2.02$0.31$0.27$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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