Civic Intelligence

The Roop Charitable Foundation

990PF • Fiscal year 2021 • EIN 04-3371064

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 19, 2022

Organization Profile
43 Mount Vernon Street 3Boston, MA 02108-1321

(617) 723-9137

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

66th percentile

15%

Faster asset growth than 66% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

140%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$170,605

Up $22,846 (+15%) from 2020

Net Assets

Up

$170,605

Up $22,846 (+15%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$29,497

Up $17,198 (+140%) from 2020

Expenses

Down

$6,651

Down $739 (-10%) from 2020

Net Income

Up

$22,846

Up $17,937 (+365%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$200K$150K$100K$50K$0Assets 2011: $170,769Liabilities 2011: $02011Assets 2012: $176,066Liabilities 2012: $02012Assets 2013: $163,814Liabilities 2013: $02013Assets 2014: $142,826Liabilities 2014: $02014Assets 2015: $136,479Liabilities 2015: $02015Assets 2019: $142,850Liabilities 2019: $02019Assets 2020: $147,759Liabilities 2020: $0Net Assets 2020: $147,7592020Assets 2021: $170,605Liabilities 2021: $0Net Assets 2021: $170,6052021Assets 2022: $169,507Liabilities 2022: $1Net Assets 2022: $169,5072022Assets 2023: $155,331Liabilities 2023: $12023Assets 2024: $154,004Liabilities 2024: $0Net Assets 2024: $154,0042024

Highlighted filing

2021

Assets$170,605
Liabilities$0
Net Assets$170,605
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $9,097Expenses 2011: $7,719Net Income 2011: $1,3782011Revenue 2012: $13,522Expenses 2012: $8,225Net Income 2012: $5,2972012Revenue 2013: $4,341Expenses 2013: $16,593Net Income 2013: -$12,2522013Revenue 2014: $4,088Expenses 2014: $25,076Net Income 2014: -$20,9882014Revenue 2015: $9,551Expenses 2015: $15,898Net Income 2015: -$6,3472015Revenue 2019: $11,231Expenses 2019: $6,091Net Income 2019: $5,1402019Revenue 2020: $12,299Expenses 2020: $7,390Net Income 2020: $4,9092020Revenue 2021: $29,497Expenses 2021: $6,651Net Income 2021: $22,8462021Revenue 2022: $5,894Expenses 2022: $8,143Net Income 2022: -$2,2492022Revenue 2023: $702Expenses 2023: $14,878Net Income 2023: -$14,1762023Revenue 2024: $14,290Expenses 2024: $15,617Net Income 2024: -$1,3272024

Highlighted filing

2021

Revenue$29,497
Expenses$6,651
Net Income$22,846
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 19, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA W ROOPTrustee/As Needed-$0--
STEPHEN R ROOPTrustee/As Needed-$0--
Filing and Contact Details

Filer

Filer Name
The Roop Charitable Foundation
EIN
04-3371064
Phone
6177239137
Address
43 MOUNT VERNON STREET 3, BOSTON, MA 02108-1321

Signing Officer

Name
Barbara Roop
Title
Trustee
Phone
6177239137
Signed
2022-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Miller Wachman Llp
Address
100 CAMBRIDGE STREET 13TH FLOOR, BOSTON, MA 02114-2548
Preparer
John Pollano
Phone
6173386800
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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1117 CABOT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BEVERLY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101915
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06035
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06772
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04148
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02624
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06772
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0136422
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUNDS US EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0150946
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0194633
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0431
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0431
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt16
TaxesSchedule/TaxesDetail/Amt2179
TaxesSchedule/TaxesDetail/CategoryTxt0MASSACHUSETTS FORM PC
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA ROOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177239137
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROOP CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROOP
ReturnHeader/Filer/EIN0043371064
ReturnHeader/Filer/PhoneNum06177239137
ReturnHeader/Filer/USAddress/AddressLine1Txt043 MOUNT VERNON STREET 3
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021081321
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042211907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER WACHMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CAMBRIDGE STREET 13TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021142548
ReturnHeader/PreparerPersonGrp/PhoneNum06173386800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN POLLANO
ReturnHeader/ReturnTs02022-09-19T14:40:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROOP
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,605
Liabilities
$0
Net assets
$170,605
Revenue
$29,497
Expenses
$6,651
Net income
$22,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.14$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$0.01$0.15$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.29$0.07$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.12$0.07$0.05
2019Summary only. Only limited summary data is available for this year.$1.43$0.00$0.11$0.06$0.05
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.10$0.16$0.06
2014Summary only. Only limited summary data is available for this year.$1.43$0.00$0.04$0.25$0.21
2013Summary only. Only limited summary data is available for this year.$1.64$0.00$0.04$0.17$0.12
2012Summary only. Only limited summary data is available for this year.$1.76$0.00$0.14$0.08$0.05
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$0.09$0.08$0.01
Peer Organizations

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