Civic Intelligence

Ruth Du P Lord Charitable Trust C/O Pauline Lord

990PF • Fiscal year 2017 • EIN 47-6814522

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 09, 2018

Organization Profile
PO Box 250East Lyme, CT 06333

(401) 212-7378

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-12822%

Higher net margin than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

5th percentile

-28%

Faster asset growth than 5% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$632,548

Down $241,690 (-28%) from 2016

Net Assets

Down

$632,548

Down $241,690 (-28%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Down

$1,885

Down $743 (-28%) from 2016

Expenses

Down

$243,575

Down $151,161 (-38%) from 2016

Net Income

Up

-$241,690

Up $150,418 (+38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $1,266,346Liabilities 2015: $0Net Assets 2015: $1,266,3462015Assets 2016: $874,238Liabilities 2016: $0Net Assets 2016: $874,2382016Assets 2017: $632,548Liabilities 2017: $0Net Assets 2017: $632,5482017Assets 2018: $494,228Liabilities 2018: $0Net Assets 2018: $494,2282018Assets 2019: $417,228Liabilities 2019: $0Net Assets 2019: $417,2282019Assets 2020: $329,728Liabilities 2020: $0Net Assets 2020: $329,7282020Assets 2021: $303,728Liabilities 2021: $0Net Assets 2021: $303,7282021Assets 2022: $251,228Liabilities 2022: $0Net Assets 2022: $251,2282022Assets 2023: $204,728Liabilities 2023: $0Net Assets 2023: $204,7282023Assets 2024: $154,728Liabilities 2024: $0Net Assets 2024: $154,7282024

Highlighted filing

2017

Assets$632,548
Liabilities$0
Net Assets$632,548
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,001,981Expenses 2015: $735,635Net Income 2015: $1,266,3462015Revenue 2016: $2,628Expenses 2016: $394,736Net Income 2016: -$392,1082016Revenue 2017: $1,885Expenses 2017: $243,575Net Income 2017: -$241,6902017Revenue 2018: $708Expenses 2018: $139,028Net Income 2018: -$138,3202018Revenue 2019: $0Expenses 2019: $77,000Net Income 2019: -$77,0002019Revenue 2020: $0Expenses 2020: $87,500Net Income 2020: -$87,5002020Revenue 2021: $0Expenses 2021: $26,000Net Income 2021: -$26,0002021Revenue 2022: $0Expenses 2022: $52,500Net Income 2022: -$52,5002022Revenue 2023: $0Expenses 2023: $46,500Net Income 2023: -$46,5002023Revenue 2024: $0Expenses 2024: $50,000Net Income 2024: -$50,0002024

Highlighted filing

2017

Revenue$1,885
Expenses$243,575
Net Income-$241,690
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULINE LORDTrustee-$0--
HENRY LORDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ruth Du Pont Lord Charitable Trust
EIN
47-6814522
Address
PO BOX 250, EAST LYME, CT 06333

Signing Officer

Name
Pauline Lord
Title
Trustee
Signed
2018-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Heacock & Company
Address
70 Mogollon Drive, Sedona, AZ 86336
Preparer
David Heacock
Phone
4012127378
Raw XML Appendix381 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LITTLETON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9COLLEGE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NEW HAVEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd21DC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd522042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601460
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd920740
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1463130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1521213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1601003
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2606333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2702142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2820005
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0242050
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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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULINE LORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH DU PONT LORD CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO PAULINE LORD
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0476814522
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 250
ReturnHeader/Filer/USAddress/CityNm0EAST LYME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006333
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200059905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEACOCK & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 Mogollon Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sedona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd086336
ReturnHeader/PreparerPersonGrp/PhoneNum04012127378
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HEACOCK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-09T08:37:15-07:00
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
$632,548
Liabilities
$0
Net assets
$632,548
Revenue
$1,885
Expenses
$243,575
Net income
-$241,690
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.05$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.00$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.05$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.00$0.03$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.00$0.09$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.00$0.08$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.00$0.14$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.00$0.24$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.00$0.39$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.00$0.74$1.27