Civic Intelligence

The Roop Charitable Foundation

990PF • Fiscal year 2022 • EIN 04-3371064

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 02, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

15th percentile

-38%

Higher net margin than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

-0.6%

Faster asset growth than 48% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-80%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$169,507

Down $1,098 (-0.6%) from 2021

Net Assets

Down

$169,507

Down $1,098 (-0.6%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$5,894

Down $23,603 (-80%) from 2021

Expenses

Up

$8,143

Up $1,492 (+22%) from 2021

Net Income

Down

-$2,249

Down $25,095 (-110%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th 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: $1Net Assets 2021: $170,6052021Assets 2022: $169,507Liabilities 2022: $0Net Assets 2022: $169,5072022Assets 2023: $155,331Liabilities 2023: $12023Assets 2024: $154,004Liabilities 2024: $0Net Assets 2024: $154,0042024

Highlighted filing

2022

Assets$169,507
Liabilities$0
Net Assets$169,507
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$5,894
Expenses$8,143
Net Income-$2,249
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 2, 2023
Return Version
2022v5.0
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
2023-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Miller Wachman Llp
Address
100 CAMBRIDGE STREET 13TH FLOOR, BOSTON, MA 02114-2548
Preparer
Robert C Helman CPA
Phone
6173386800
Raw XML Appendix305 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03532
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0150946
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUNDS US EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0148643
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0158481
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01151
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET DEPOSITS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt153
TaxesSchedule/TaxesDetail/Amt23055
TaxesSchedule/TaxesDetail/CategoryTxt0MASSACHUSETTS FORM PC
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA ROOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177239137
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-02
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C HELMAN CPA
ReturnHeader/ReturnTs02023-07-18T15:03:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROOP
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$169,507
Liabilities
$0
Net assets
$169,507
Revenue
$5,894
Expenses
$8,143
Net income
-$2,249
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
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.06$0.08$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • <$500k nonprofits