Civic Intelligence

Ruth E Proud Charitable Trust

990PF • Fiscal year 2022 • EIN 02-0691253

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization Profile
120 Mass Moca WayNorth Adams, MA 01247

(413) 664-4400

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

31st percentile

-5.1%

Higher net margin than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

50th percentile

-0.2%

Faster asset growth than 50% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-50%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$2,255,617

Down $3,907 (-0.2%) from 2021

Net Assets

Down

$2,248,270

Down $11,254 (-0.5%) from 2021

Liabilities

Up

$7,347

Up $7,346 (+734600%) from 2021

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin31st percentile

Revenue

Down

$218,553

Down $215,853 (-50%) from 2021

Expenses

Down

$229,807

Down $186 (-0.1%) from 2021

Net Income

Down

-$11,254

Down $215,667 (-106%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2022

Assets$2,255,617
Liabilities$7,347
Net Assets$2,248,270
Open 2022 Filing

Operations Trend

Revenue Growth13th 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

2022

Revenue$218,553
Expenses$229,807
Net Income-$11,254
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

Filer Name
Ruth E Proud Charitable Trust
EIN
02-0691253
Phone
4136644400
Address
120 MASS MOCA WAY, NORTH ADAMS, MA 01247

Signing Officer

Name
John Derosa
Title
Trustee
Phone
4136644400
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Smith Watson & Company Llp
Address
7 NORTH ST SUITE 205, PITTSFIELD, MA 01201
Preparer
Bryon M Sherman CPA
Phone
4134649940
Raw XML Appendix315 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042161
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt078564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0207864
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028681
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt078564
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0164974
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028681
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0235650
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010219
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt134910
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DEROSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04136644400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH E PROUD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0020691253
ReturnHeader/Filer/PhoneNum04136644400
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 MASS MOCA WAY
ReturnHeader/Filer/USAddress/CityNm0NORTH ADAMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042530803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH WATSON & COMPANY 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/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYON M SHERMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T16:10:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEROSA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,255,617
Liabilities
$7,347
Net assets
$2,248,270
Revenue
$218,553
Expenses
$229,807
Net income
-$11,254
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
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