Civic Intelligence

Robert J Truitt Charitable Foundation

990PF • Fiscal year 2018 • EIN 47-1128452

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 01, 2019

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-20%

Higher net margin than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

80%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$227,006

Down $3,364 (-1.5%) from 2017

Net Assets

Down

$227,006

Down $3,364 (-1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Up

$17,090

Up $7,597 (+80%) from 2017

Expenses

Up

$20,454

Up $4,424 (+28%) from 2017

Net Income

Up

-$3,364

Up $3,173 (+49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2014: $253,852Liabilities 2014: $02014Assets 2015: $239,460Liabilities 2015: $1Net Assets 2015: $239,4602015Assets 2016: $236,907Liabilities 2016: $0Net Assets 2016: $236,9072016Assets 2017: $230,370Liabilities 2017: $0Net Assets 2017: $230,3702017Assets 2018: $227,006Liabilities 2018: $0Net Assets 2018: $227,0062018Assets 2019: $222,230Liabilities 2019: $1Net Assets 2019: $222,2302019Assets 2020: $198,560Liabilities 2020: $1Net Assets 2020: $198,5602020Assets 2021: $174,319Liabilities 2021: $1Net Assets 2021: $174,3192021Assets 2022: $160,791Liabilities 2022: $1Net Assets 2022: $160,7912022Assets 2023: $150,208Liabilities 2023: $1Net Assets 2023: $150,2082023Assets 2024: $137,194Liabilities 2024: $0Net Assets 2024: $137,1942024

Highlighted filing

2018

Assets$227,006
Liabilities$0
Net Assets$227,006
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $260,020Expenses 2014: $6,168Net Income 2014: $253,8522014Revenue 2015: $3,935Expenses 2015: $18,327Net Income 2015: -$14,3922015Revenue 2016: $5,518Expenses 2016: $8,071Net Income 2016: -$2,5532016Revenue 2017: $9,493Expenses 2017: $16,030Net Income 2017: -$6,5372017Revenue 2018: $17,090Expenses 2018: $20,454Net Income 2018: -$3,3642018Revenue 2019: $15,016Expenses 2019: $19,792Net Income 2019: -$4,7762019Revenue 2020: $15,729Expenses 2020: $39,399Net Income 2020: -$23,6702020Revenue 2021: $27,767Expenses 2021: $52,008Net Income 2021: -$24,2412021Revenue 2022: $9,810Expenses 2022: $23,338Net Income 2022: -$13,5282022Revenue 2023: $5,329Expenses 2023: $15,912Net Income 2023: -$10,5832023Revenue 2024: $6,256Expenses 2024: $19,270Net Income 2024: -$13,0142024

Highlighted filing

2018

Revenue$17,090
Expenses$20,454
Net Income-$3,364
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana RooneySec, Treas, Dir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
Robert J Truitt Charitable Foundation
EIN
47-1128452
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Diana C Rooney
Title
president
Phone
8008391754
Signed
2019-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WARREN COUNTY COUNCIL ON AGING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WISE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 ASHLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1385 W VETERANS MEMORIAL PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARRENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WARRENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063383
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163383
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
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/AppliedToCurrentYearAmt012542
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02504
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07046
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02504
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017084
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04542
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07046
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02504
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE OR LOCAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04559
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04559
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03307
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03307
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2017
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA C ROONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert J Truitt Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0471128452
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC971FC33BAF52379132A0473611089A0DAEC697
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C5E5A4654C1C37B4810F575F1A1D05F0CA21AED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520191135000051
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02019-04-23T14:19:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$227,006
Liabilities
$0
Net assets
$227,006
Revenue
$17,090
Expenses
$20,454
Net income
-$3,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.06$0.19$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.05$0.16$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.10$0.23$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.28$0.52$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.16$0.39$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.15$0.20$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.17$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.09$0.16$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.06$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.04$0.18$0.14
2014Summary only. Only limited summary data is available for this year.$2.54$0.00$2.60$0.06$2.54