Civic Intelligence

The William and Beverly Rockford

EIN 13-4143364 • Raleigh, NC

C/O M Rockford 10708 Cambium CTRaleigh, NC 27613
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-60%

Higher net margin than 25% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-14%

Faster asset growth than 30% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

105%

Faster revenue growth than 82% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$243,768

Down $40,498 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$243,768

Down $40,498 (-14%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin25th percentile

Revenue

Up

$52,895

Up $27,152 (+105%) from 2023

Expenses

Up

$84,468

Up $1,481 (+1.8%) from 2023

Net Income

Up

-$31,573

Up $25,671 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $471,374Liabilities 2010: $1,5002010Assets 2011: $485,195Liabilities 2011: $1,5002011Assets 2012: $447,116Liabilities 2012: $1,5752012Assets 2013: $378,859Liabilities 2013: $1,575Net Assets 2013: $377,2842013Assets 2014: $368,722Liabilities 2014: $1,575Net Assets 2014: $367,1472014Assets 2015: $314,789Liabilities 2015: $1,600Net Assets 2015: $313,1892015Assets 2016: $291,992Liabilities 2016: $1,884Net Assets 2016: $290,1082016Assets 2017: $291,563Liabilities 2017: $1,650Net Assets 2017: $289,9132017Assets 2018: $311,773Liabilities 2018: $1,700Net Assets 2018: $310,0732018Assets 2019: $345,122Liabilities 2019: $1,700Net Assets 2019: $343,4222019Assets 2020: $322,666Liabilities 2020: $0Net Assets 2020: $322,6662020Assets 2021: $330,200Liabilities 2021: $0Net Assets 2021: $330,2002021Assets 2022: $341,510Liabilities 2022: $0Net Assets 2022: $341,5102022Assets 2023: $284,266Liabilities 2023: $0Net Assets 2023: $284,2662023Assets 2024: $243,768Liabilities 2024: $0Net Assets 2024: $243,7682024

Highlighted filing

2024

Assets$243,768
Liabilities$0
Net Assets$243,768
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $5,848Expenses 2010: $101,902Net Income 2010: -$96,0542010Revenue 2011: $15,406Expenses 2011: $1,585Net Income 2011: $13,8212011Revenue 2012: $44,421Expenses 2012: $82,575Net Income 2012: -$38,1542012Revenue 2013: $50,318Expenses 2013: $118,575Net Income 2013: -$68,2572013Revenue 2014: $72,463Expenses 2014: $82,600Net Income 2014: -$10,1372014Revenue 2015: $45,965Expenses 2015: $87,600Net Income 2015: -$41,6352015Revenue 2016: $28,846Expenses 2016: $51,700Net Income 2016: -$22,8542016Revenue 2017: $52,271Expenses 2017: $51,650Net Income 2017: $6212017Revenue 2018: $22,860Expenses 2018: $1,700Net Income 2018: $21,1602018Revenue 2019: $89,606Expenses 2019: $51,700Net Income 2019: $37,9062019Revenue 2020: $80,744Expenses 2020: $100,000Net Income 2020: -$19,2562020Revenue 2021: $39,134Expenses 2021: $30,600Net Income 2021: $8,5342021Revenue 2022: $12,310Expenses 2022: $0Net Income 2022: $12,3102022Revenue 2023: $25,743Expenses 2023: $82,987Net Income 2023: -$57,2442023Revenue 2024: $52,895Expenses 2024: $84,468Net Income 2024: -$31,5732024

Highlighted filing

2024

Revenue$52,895
Expenses$84,468
Net Income-$31,573
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,768
Liabilities
$0
Net assets
$243,768
Revenue
$52,895
Expenses
$84,468
Net income
-$31,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.53$0.84$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.26$0.83$0.57
2022Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.12$0.00$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.39$0.31$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.81$1.00$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.02$3.43$0.90$0.52$0.38
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.02$3.10$0.23$0.02$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.02$2.90$0.52$0.52$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.02$2.90$0.29$0.52$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.02$3.13$0.46$0.88$0.42
2014Detailed filing. Detailed filing data is available for this year.$3.69$0.02$3.67$0.72$0.83$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.79$0.02$3.77$0.50$1.19$0.68
2012Summary only. Only limited summary data is available for this year.$4.47$0.02$0.44$0.83$0.38
2011Summary only. Only limited summary data is available for this year.$4.85$0.02$0.15$0.02$0.14
2010Summary only. Only limited summary data is available for this year.$4.71$0.02$0.06$1.02$0.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ROCKFORDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The William and Beverly Rockford
EIN
13-4143364
Phone
4805751105
Address
C/O M ROCKFORD 10708 CAMBIUM CT, RALEIGH, NC 27613

Signing Officer

Name
Beverly B Rockford
Title
Director
Signed
2025-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Stuart Rosenblum CPA Esq
Address
1501 Broadway 12TH FL, New York, NY 10036
Preparer
Stuart Rosenblum
Phone
2128264000
Raw XML Appendix242 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/UndistributedIncomeGrp/ExcessFromYear3Amt0703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt075431
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054211
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0214695
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0160484
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15425
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04418
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY B ROCKFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM AND BEVERLY ROCKFORD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0134143364
ReturnHeader/Filer/PhoneNum04805751105
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O M ROCKFORD 10708 CAMBIUM CT
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222973035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STUART ROSENBLUM CPA ESQ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 Broadway 12TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02128264000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART ROSENBLUM
ReturnHeader/ReturnTs02025-06-05T12:05:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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