Civic Intelligence

Ruth E Bates Charitable Trust

990PF • Fiscal year 2022 • EIN 91-6549738

Apr 01, 2021 to Mar 31, 2022 • Filed on Jul 25, 2022

Organization Profile
PO Box 1532Pennington, NJ 08534

(609) 274-6834

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

84th percentile

41%

Higher net margin than 84% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

63rd percentile

4.9%

Faster asset growth than 63% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$592,600

Up $27,577 (+4.9%) from 2021

Net Assets

Up

$592,600

Up $27,577 (+4.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin84th percentile

Revenue

Down

$68,957

Down $16,428 (-19%) from 2021

Expenses

Up

$40,843

Up $4,188 (+11%) from 2021

Net Income

Down

$28,114

Down $20,616 (-42%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$800K$600K$400K$200K$0Assets 2012: $418,139Liabilities 2012: $02012Assets 2013: $421,225Liabilities 2013: $02013Assets 2014: $449,262Liabilities 2014: $02014Assets 2015: $462,883Liabilities 2015: $02015Assets 2019: $499,831Liabilities 2019: $0Net Assets 2019: $499,8312019Assets 2020: $515,678Liabilities 2020: $02020Assets 2021: $565,023Liabilities 2021: $0Net Assets 2021: $565,0232021Assets 2022: $592,600Liabilities 2022: $0Net Assets 2022: $592,6002022Assets 2023: $610,452Liabilities 2023: $12023Assets 2024: $613,611Liabilities 2024: $12024Assets 2025: $666,071Liabilities 2025: $0Net Assets 2025: $666,0712025

Highlighted filing

2022

Assets$592,600
Liabilities$0
Net Assets$592,600
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

$100K$50K$0-$50KRevenue 2012: $32,221Expenses 2012: $25,987Net Income 2012: $6,2342012Revenue 2013: $29,736Expenses 2013: $26,104Net Income 2013: $3,6322013Revenue 2014: $56,266Expenses 2014: $27,812Net Income 2014: $28,4542014Revenue 2015: $44,486Expenses 2015: $30,494Net Income 2015: $13,9922015Revenue 2019: $48,056Expenses 2019: $51,220Net Income 2019: -$3,1642019Revenue 2020: $50,550Expenses 2020: $34,937Net Income 2020: $15,6132020Revenue 2021: $85,385Expenses 2021: $36,655Net Income 2021: $48,7302021Revenue 2022: $68,957Expenses 2022: $40,843Net Income 2022: $28,1142022Revenue 2023: $60,507Expenses 2023: $44,047Net Income 2023: $16,4602023Revenue 2024: $44,089Expenses 2024: $40,842Net Income 2024: $3,2472024Revenue 2025: $97,601Expenses 2025: $44,722Net Income 2025: $52,8792025

Highlighted filing

2022

Revenue$68,957
Expenses$40,843
Net Income$28,114
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jul 25, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$13,451-$13,451
Filing and Contact Details

Filer

Filer Name
Ruth E Bates Charitable Trust
EIN
91-6549738
Phone
6092746834
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2022-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28166764100 CHEVRONTEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2946625H100 J P MORGAN CHASE & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30594918104 MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31192446102 COGNIZANT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32443510607 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm339128284R8 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3492826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3501609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3622052L104 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm373135G0K36 FEDERAL NATL MTG ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38754730109 RAYMOND JAMES FINANC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40904784709 UNILEVER NV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4335137L105 FOX CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48912828YH7 U.S. TREASURY NOTE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5609857L108 BOOKING HLDGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm589128285M8 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59770323103 ROBERT HALF INTERNAT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61912810FT0 U.S. TREASURY BOND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6537045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66912828Y46 U.S. TREASURY NOTE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6812514G108 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70904767704 UNILEVER PLC AMER SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7114040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72339041105 FLEETCOR TECHNOLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7312541W209 CH ROBINSON WORLDWID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75922475108 VEEVA SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7698156Q108 WORLD WRESTLING ENTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77G0750C108 AXALTA COATING SYSTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8092857W308 VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81038222105 APPLIED MATERIALS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82171779309 CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8326884L109 EQT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8668902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8712504L109 CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8805352A100 AVANTOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90070830104 BATH & BODY WORKS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9231946M103 FIRST CITIZENS BANCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93743315103 PROGRESSIVE CORP/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94880770102 TERADYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9681211K100 SEALED AIR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010697
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010389
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0332
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt068957
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt068957
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt057978
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08071
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05380
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013451
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025707
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025707
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010647
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010647
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt028114
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0196930
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt057978
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt063032
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt033778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05593
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt040843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt068625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt068957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08071
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05593
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015136
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-04-08

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,600
Liabilities
$0
Net assets
$592,600
Revenue
$68,957
Expenses
$40,843
Net income
$28,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.98$0.45$0.53
2024Summary only. Only limited summary data is available for this year.$6.14$0.00$0.44$0.41$0.03
2023Summary only. Only limited summary data is available for this year.$6.10$0.00$0.61$0.44$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.69$0.41$0.28
2021Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.85$0.37$0.49
2020Summary only. Only limited summary data is available for this year.$5.16$0.00$0.51$0.35$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$0.48$0.51$0.03
2015Summary only. Only limited summary data is available for this year.$4.63$0.00$0.44$0.30$0.14
2014Summary only. Only limited summary data is available for this year.$4.49$0.00$0.56$0.28$0.28
2013Summary only. Only limited summary data is available for this year.$4.21$0.00$0.30$0.26$0.04
2012Summary only. Only limited summary data is available for this year.$4.18$0.00$0.32$0.26$0.06