Civic Intelligence

Angelo V Rosati Charitable Trust

990PF • Fiscal year 2017 • EIN 20-7084822

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
21 Lennon RoadLincoln, RI 02865

(401) 354-5256

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,526

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

8.5%

Faster asset growth than 63% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$165,646

Up $12,997 (+8.5%) from 2016

Net Assets

Up

$165,646

Up $12,997 (+8.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Up

$14,446

Up $3,270 (+29%) from 2016

Expenses

Down

$11,384

Down $12,099 (-52%) from 2016

Net Income

Up

$3,062

Up $15,369 (+125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$300K$200K$100K$0Assets 2010: $280,725Liabilities 2010: $0Net Assets 2010: $266,9252010Assets 2011: $198,057Liabilities 2011: $12011Assets 2012: $185,187Liabilities 2012: $0Net Assets 2012: $185,1872012Assets 2013: $197,859Liabilities 2013: $0Net Assets 2013: $197,8592013Assets 2014: $189,234Liabilities 2014: $0Net Assets 2014: $189,2342014Assets 2015: $165,525Liabilities 2015: $0Net Assets 2015: $165,5252015Assets 2016: $152,649Liabilities 2016: $0Net Assets 2016: $152,6492016Assets 2017: $165,646Liabilities 2017: $0Net Assets 2017: $165,6462017Assets 2019: $160,503Liabilities 2019: $0Net Assets 2019: $160,5032019Assets 2020: $170,674Liabilities 2020: $0Net Assets 2020: $170,6742020Assets 2021: $178,770Liabilities 2021: $0Net Assets 2021: $178,7702021Assets 2022: $141,538Liabilities 2022: $0Net Assets 2022: $141,5382022Assets 2023: $132,888Liabilities 2023: $12023Assets 2024: $133,685Liabilities 2024: $0Net Assets 2024: $133,6852024

Highlighted filing

2017

Assets$165,646
Liabilities$0
Net Assets$165,646
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50K-$100K-$150KExpenses 2010: $64,2642010Revenue 2011: -$96,955Expenses 2011: $31,957Net Income 2011: -$128,9122011Expenses 2012: $33,4322012Revenue 2013: $5,634Expenses 2013: $19,866Net Income 2013: -$14,2322013Revenue 2014: $9,441Expenses 2014: $16,826Net Income 2014: -$7,3852014Revenue 2015: $15,396Expenses 2015: $23,013Net Income 2015: -$7,6172015Revenue 2016: $11,176Expenses 2016: $23,483Net Income 2016: -$12,3072016Revenue 2017: $14,446Expenses 2017: $11,384Net Income 2017: $3,0622017Revenue 2019: $3,859Expenses 2019: $15,799Net Income 2019: -$11,9402019Revenue 2020: $14,437Expenses 2020: $11,925Net Income 2020: $2,5122020Revenue 2021: $16,681Expenses 2021: $11,670Net Income 2021: $5,0112021Revenue 2022: $34,263Expenses 2022: $10,672Net Income 2022: $23,5912022Revenue 2023: $2,718Expenses 2023: $26,201Net Income 2023: -$23,4832023Revenue 2024: $15,936Expenses 2024: $16,888Net Income 2024: -$9522024

Highlighted filing

2017

Revenue$14,446
Expenses$11,384
Net Income$3,062
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA RUGGERITrustee-$1,526-$1,526
CARLO RUGGERITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Angelo V Rosati Charitable Trust
EIN
20-7084822
Phone
4013545256
Address
21 LENNON ROAD, LINCOLN, RI 02865

Signing Officer

Name
Angela Ruggeri
Title
Trustee
Phone
4013545256
Signed
2018-05-14

Preparer

Firm
Piette Mccoart Cpas LLC
Address
6 BLACKSTONE VALLEY PLACE SUITE 10, LINCOLN, RI 02865
Preparer
Maryann Mccoart
Phone
4013331331
Raw XML Appendix324 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04013545256
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002865
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SUPPORT FOR THE NEEDY EDUCATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THANKSGIVING BASKETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST EDWARD FOOD WELLNESS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CENTRAL FALLS HIGH SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt124 SUMMER STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1RI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102863
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08100
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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/AppliedToCurrentYearAmt07508
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021625
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021625
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042666
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07929
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010476
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02968
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064291
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061323
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09935
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ANNUAL REPORTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/Amt13
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER MISC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA RUGGERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04013545256
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANGELO V ROSATI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROSA
ReturnHeader/Filer/EIN0207084822
ReturnHeader/Filer/PhoneNum04013545256
ReturnHeader/Filer/USAddress/AddressLine1Txt021 LENNON ROAD
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002865
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C77C312D85C66B97A2DF408865AFCD1A9BA611EC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C77C312D85C66B97A2DF408865AFCD1A9BA611EC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.38.177
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:52:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050431790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PIETTE MCCOART CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 BLACKSTONE VALLEY PLACE SUITE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002865
ReturnHeader/PreparerPersonGrp/PhoneNum04013331331
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARYANN MCCOART
ReturnHeader/ReturnTs02018-05-14T18:52:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$165,646
Liabilities
$0
Net assets
$165,646
Revenue
$14,446
Expenses
$11,384
Net income
$3,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.16$0.17$0.01
2023Summary only. Only limited summary data is available for this year.$1.33$0.00$0.03$0.26$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.34$0.11$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.17$0.12$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.14$0.12$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.04$0.16$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.14$0.11$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.11$0.23$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.15$0.23$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.09$0.17$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.06$0.20$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.33
2011Summary only. Only limited summary data is available for this year.$1.98$0.00$0.97$0.32$1.29
2010Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.67$0.64