Civic Intelligence

Robert J Truitt Charitable Foundation

990PF • Fiscal year 2024 • EIN 47-1128452

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 28, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-208%

Higher net margin than 5% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$5,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 79.9% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-8.7%

Faster asset growth than 32% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$137,194

Down $13,014 (-8.7%) from 2023

Net Assets

Down

$137,194

Down $13,014 (-8.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Up

$6,256

Up $927 (+17%) from 2023

Expenses

Up

$19,270

Up $3,358 (+21%) from 2023

Net Income

Down

-$13,014

Down $2,431 (-23%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2024

Assets$137,194
Liabilities$0
Net Assets$137,194
Open 2024 Filing

Operations Trend

Revenue Growth66th 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

2024

Revenue$6,256
Expenses$19,270
Net Income-$13,014
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana RooneySec, Treas, Dir, Pres-$5,000-$5,000
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 Rooney
Title
President
Phone
8008391754
Signed
2025-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Diana Rooney
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To purchase purses filled with basic necessities to women in local shelters and crisis organizations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Using horses as a form of therapy to assist individuals with depression, grief, & hopelessness to recover motivation, perspective, healing & joy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To assist Seniors in need of food and other potential resources provided by the Senior Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A TOUCH OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARISE EQUINE THERAPY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WARREN COUNTY COUNCIL ON AGING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263383
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08223
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08223
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt088581
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024534
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017527
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09304
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt093065
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt083761
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06502
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06502
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01743
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA ROONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-04-10T08:45:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,194
Liabilities
$0
Net assets
$137,194
Revenue
$6,256
Expenses
$19,270
Net income
-$13,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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