Civic Intelligence

Ruth a Shultz Trust Under Will Of

990PF • Fiscal year 2023 • EIN 06-6205123

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

Organization Profile
25 B Main StreetLenox, MA 01240

(855) 843-4716

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-31%

Higher net margin than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$2,068

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 34.1% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-1.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

68%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$130,681

Down $1,903 (-1.4%) from 2022

Net Assets

$130,681

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin18th percentile

Revenue

Up

$6,065

Up $2,448 (+68%) from 2022

Expenses

Down

$7,947

Down $2,473 (-24%) from 2022

Net Income

Up

-$1,882

Up $4,921 (+72%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$200K$150K$100K$50K$0Assets 2010: $160,579Liabilities 2010: $02010Assets 2011: $157,123Liabilities 2011: $02011Assets 2012: $156,107Liabilities 2012: $02012Assets 2013: $155,075Liabilities 2013: $02013Assets 2014: $158,584Liabilities 2014: $02014Assets 2015: $154,383Liabilities 2015: $02015Assets 2019: $146,580Liabilities 2019: $02019Assets 2020: $138,171Liabilities 2020: $0Net Assets 2020: $138,1712020Assets 2021: $139,393Liabilities 2021: $1Net Assets 2021: $139,3932021Assets 2022: $132,584Liabilities 2022: $12022Assets 2023: $130,681Liabilities 2023: $0Net Assets 2023: $130,6812023Assets 2024: $134,304Liabilities 2024: $0Net Assets 2024: $134,3042024

Highlighted filing

2023

Assets$130,681
Liabilities$0
Net Assets$130,681
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $8,313Expenses 2010: $4,484Net Income 2010: $3,8292010Revenue 2011: $4,488Expenses 2011: $8,018Net Income 2011: -$3,5302011Revenue 2012: $8,202Expenses 2012: $8,424Net Income 2012: -$2222012Revenue 2013: $10,088Expenses 2013: $10,567Net Income 2013: -$4792013Revenue 2014: $10,891Expenses 2014: $7,336Net Income 2014: $3,5552014Revenue 2015: $9,287Expenses 2015: $13,023Net Income 2015: -$3,7362015Revenue 2019: $20,661Expenses 2019: $17,488Net Income 2019: $3,1732019Revenue 2020: $3,301Expenses 2020: $11,650Net Income 2020: -$8,3492020Revenue 2021: $12,774Expenses 2021: $11,553Net Income 2021: $1,2212021Revenue 2022: $3,617Expenses 2022: $10,420Net Income 2022: -$6,8032022Revenue 2023: $6,065Expenses 2023: $7,947Net Income 2023: -$1,8822023Revenue 2024: $15,261Expenses 2024: $11,766Net Income 2024: $3,4952024

Highlighted filing

2023

Revenue$6,065
Expenses$7,947
Net Income-$1,882
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,068-$2,068
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEASTERN CONNECTICUT STATE UNIVERSITYSCHOLARSHIPN/AWILLIAMNTIC, CT, US$1,500
Paid GrantWHEATON COLLEGESCHOLARSHIPN/ANORTON, MA, US$1,500
Paid GrantMANHATTAN COLLEGESCHOLARSHIPN/ARIVERDALE, NY, US$1,250
Paid GrantFAIRFIELD UNIVERSITYSCHOLARSHIPN/AFAIRFIELD, CT, US$1,000
Filing and Contact Details

Filer

Filer Name
Tuw Shultz Scholarship Fund
EIN
06-6205123
Phone
8558434716
Address
25 B MAIN STREET, LENOX, MA 01240

Signing Officer

Name
John Haley
Title
SVP
Phone
8558434716
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Reliance Integrated Solutions LLC
Address
4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer
Steven M Mccormick
Phone
3026089908
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110. SPDR S&P 500 ETF TRUST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WHEATON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FAIRFIELD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTNBURSAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04513 MANHATTAN COLLEGE PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1OFFICE OF THE BURSAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2OFFICE OF THE BURSAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31073 NORTH BENSON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RIVERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WILLIAMNTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FAIRFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306824
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05250
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/AppliedToCurrentYearAmt06120
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010345
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06120
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01716
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02509
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0263
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0263
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Amt119
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING OFF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROC ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0322
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AUDIT & ACCOUNTING FEES (ALLOC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt081
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0242
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08558434716
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUW SHULTZ SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHUL
ReturnHeader/Filer/EIN0066205123
ReturnHeader/Filer/PhoneNum08558434716
ReturnHeader/Filer/USAddress/AddressLine1Txt025 B MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0LENOX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001240
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 W BROWN DEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROWN DEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053223
ReturnHeader/PreparerPersonGrp/PhoneNum03026089908
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M MCCORMICK
ReturnHeader/ReturnTs02024-05-03T02:01:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,681
Liabilities
$0
Net assets
$130,681
Revenue
$6,065
Expenses
$7,947
Net income
-$1,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.15$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$0.04$0.10$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.13$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.03$0.12$0.08
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$0.21$0.17$0.03
2015Summary only. Only limited summary data is available for this year.$1.54$0.00$0.09$0.13$0.04
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$0.11$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$1.55$0.00$0.10$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.08$0.08$0.00
2011Summary only. Only limited summary data is available for this year.$1.57$0.00$0.04$0.08$0.04
2010Summary only. Only limited summary data is available for this year.$1.61$0.00$0.08$0.04$0.04