Civic Intelligence

The Roop Charitable Foundation

990PF • Fiscal year 2020 • EIN 04-3371064

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 07, 2022

Organization Profile
43 Mount Vernon Street No 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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

9.5%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$147,759

Up $4,909 (+3.4%) from 2019

Net Assets

$147,759

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Up

$12,299

Up $1,068 (+9.5%) from 2019

Expenses

Up

$7,390

Up $1,299 (+21%) from 2019

Net Income

Down

$4,909

Down $231 (-4.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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: $1Net Assets 2022: $169,5072022Assets 2023: $155,331Liabilities 2023: $12023Assets 2024: $154,004Liabilities 2024: $0Net Assets 2024: $154,0042024

Highlighted filing

2020

Assets$147,759
Liabilities$0
Net Assets$147,759
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$12,299
Expenses$7,390
Net Income$4,909
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 7, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay77th 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 NO 3, BOSTON, MA 02108-1321

Signing Officer

Name
Stephen R Roop
Title
Trustee
Phone
6177239137
Signed
2022-09-07
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 Appendix331 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS ARE USUALLY IN THE FORM OF A LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BARBARA W AND STEPHEN R ROOP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06177239137
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt043 MOUNT VERNON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEACON HILL VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt074 JOY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002114
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03650
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01264
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06772
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06772
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08036
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011686
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0139166
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUNDS US EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0136422
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0173307
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1105
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0MASSACHUSETTS FORM PC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R ROOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177239137
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROOP CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROOP
ReturnHeader/Filer/EIN0043371064
ReturnHeader/Filer/PhoneNum06177239137
ReturnHeader/Filer/USAddress/AddressLine1Txt043 MOUNT VERNON STREET NO 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/PreparationDt02022-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN POLLANO
ReturnHeader/ReturnTs02022-09-07T11:51:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROOP
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,759
Liabilities
$0
Net assets
$147,759
Revenue
$12,299
Expenses
$7,390
Net income
$4,909
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
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • <$500k nonprofits