Civic Intelligence

Rockland Trust Charitable Foundation

EIN 20-2668833 • Rockland, MA

288 Union StreetRockland, MA 02370
Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

$50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.40x

Higher debt load relative to revenue than 58% of similar nonprofits.

$50M-$100M nonprofits • Source year 2023

Net Margin

5th percentile

-64%

Higher net margin than 5% of similar nonprofits.

$50M-$100M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2020

Asset Growth

53rd percentile

6.0%

Faster asset growth than 53% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

49%

Faster revenue growth than 84% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$51,368,981

Up $1,102,305 (+2.2%) from 2023

Liabilities

Down

$479,334

Down $270,351 (-36%) from 2023

Net Assets

Up

$50,889,647

Up $1,372,656 (+2.8%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Up

$4,419,729

Up $2,541,091 (+135%) from 2023

Expenses

Down

$3,067,423

Down $4,946 (-0.2%) from 2023

Net Income

Up

$1,352,306

Up $2,546,037 (+213%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$60M$40M$20M$0Assets 2010: $5,066,924Liabilities 2010: $137,575Net Assets 2010: $4,929,3492010Assets 2011: $4,999,842Liabilities 2011: $60,575Net Assets 2011: $4,939,2672011Assets 2012: $5,203,375Liabilities 2012: $575Net Assets 2012: $5,202,8002012Assets 2013: $6,779,075Liabilities 2013: $575Net Assets 2013: $6,778,5002013Assets 2014: $7,059,788Liabilities 2014: $575Net Assets 2014: $7,059,2132014Assets 2015: $7,114,283Liabilities 2015: $30,5752015Assets 2017: $7,370,285Liabilities 2017: $404,000Net Assets 2017: $6,966,2852017Assets 2018: $15,317,946Liabilities 2018: $332,000Net Assets 2018: $14,985,9462018Assets 2019: $16,988,512Liabilities 2019: $300,000Net Assets 2019: $16,688,5122019Assets 2020: $17,475,915Liabilities 2020: $264,000Net Assets 2020: $17,211,9152020Assets 2021: $18,617,327Liabilities 2021: $263,000Net Assets 2021: $18,354,3272021Assets 2022: $47,431,460Liabilities 2022: $347,000Net Assets 2022: $47,084,4602022Assets 2023: $50,266,676Liabilities 2023: $749,685Net Assets 2023: $49,516,9912023Assets 2024: $51,368,981Liabilities 2024: $479,334Net Assets 2024: $50,889,6472024

Highlighted filing

2024

Assets$51,368,981
Liabilities$479,334
Net Assets$50,889,647
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $135,7082010Expenses 2011: $174,0932011Expenses 2012: $281,2172012Revenue 2013: $182,363Expenses 2013: $311,765Net Income 2013: -$129,4022013Revenue 2014: $138,346Expenses 2014: $402,498Net Income 2014: -$264,1522014Revenue 2015: $7,237,614Expenses 2015: $1,483,657Net Income 2015: $5,753,9572015Revenue 2017: $293,529Expenses 2017: $506,369Net Income 2017: -$212,8402017Revenue 2018: $476,216Expenses 2018: $963,357Net Income 2018: -$487,1412018Revenue 2019: $1,013,673Expenses 2019: $1,100,435Net Income 2019: -$86,7622019Revenue 2020: $798,958Expenses 2020: $1,158,950Net Income 2020: -$359,9922020Revenue 2021: $1,993,057Expenses 2021: $990,869Net Income 2021: $1,002,1882021Revenue 2022: $1,260,229Expenses 2022: $1,167,965Net Income 2022: $92,2642022Revenue 2023: $1,878,638Expenses 2023: $3,072,369Net Income 2023: -$1,193,7312023Revenue 2024: $4,419,729Expenses 2024: $3,067,423Net Income 2024: $1,352,3062024

Highlighted filing

2024

Revenue$4,419,729
Expenses$3,067,423
Net Income$1,352,306
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$51,368,981
Liabilities
$479,334
Net assets
$50,889,647
Revenue
$4,419,729
Expenses
$3,067,423
Net income
$1,352,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.4$0.48$50.9$4.42$3.07$1.35
2023Detailed filing. Detailed filing data is available for this year.$50.3$0.75$49.5$1.88$3.07$1.19
2022Detailed filing. Detailed filing data is available for this year.$47.4$0.35$47.1$1.26$1.17$0.09
2021Detailed filing. Detailed filing data is available for this year.$18.6$0.26$18.4$1.99$0.99$1.00
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.26$17.2$0.80$1.16$0.36
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.30$16.7$1.01$1.10$0.09
2018Detailed filing. Detailed filing data is available for this year.$15.3$0.33$15.0$0.48$0.96$0.49
2017Detailed filing. Detailed filing data is available for this year.$7.37$0.40$6.97$0.29$0.51$0.21
2015Summary only. Only limited summary data is available for this year.$7.11$0.03$7.24$1.48$5.75
2014Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.14$0.40$0.26
2013Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.18$0.31$0.13
2012Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.28
2011Detailed filing. Detailed filing data is available for this year.$5.00$0.06$4.94$0.17
2010Detailed filing. Detailed filing data is available for this year.$5.07$0.14$4.93$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HOUSTONDirector-$1,500-$1,500
SCOTT SMITHDirector-$1,000-$1,000
ALEXANDRA ANTONINOTreasurer (Resigned 4/17/2024)-$0--
Jeanne L TraversClerk-$0--
ALASTAIR IRONSIDEPresident/Director-$0--
MARGARET MCCARTHYDirector-$0--
Gerard NADEAUDirector-$0--
PATRICIA NATALEDirector-$0--
STEPHEN JANECZKOAssistant Treasurer-$0--
ANDREA BOROWIECKIVP Chari. Giving & Comm. Eng.-$0--
Jennifer Banks-GoulartDirector-$0--
Shefali DesaiDirector-$0--
Lauren MahoneyDirector-$0--
William MahoneyDirector-$0--
Emily McDonaldDirector-$0--
Mark MendesDirector-$0--
Cheryl SpillaneDirector-$0--
Joseph TavaresDirector-$0--
Hanwar HarnettDirector-$0--
Anthony DeangeloTreasurer (As Of 4/18/2025)-$0--
Filing and Contact Details

Filer

Filer Name
Rockland Trust Charitable Foundation
EIN
20-2668833
In Care Of
% ANTHONY DEANGELO
Phone
7819826100
Address
288 Union Street, Rockland, MA 02370

Signing Officer

Name
Anthony DeAngelo
Title
Treasurer
Phone
5087327630
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company PC
Address
255 State Street, Boston, MA 02109
Preparer
Karen Ng EA
Phone
6174399700
Raw XML AppendixShowing 400 of 590 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeanne L Travers
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARGARET MCCARTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Gerard NADEAU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SCOTT SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8STEPHEN JANECZKO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9ANDREA BOROWIECKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Jennifer Banks-Goulart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Shefali Desai
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12Lauren Mahoney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13William Mahoney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14Emily McDonald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15Mark Mendes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm16Cheryl Spillane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm17Joseph Tavares
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm18Hanwar Harnett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm19Anthony Deangelo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER (Resigned 4/17/2024)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9VP Chari. Giving & Comm. Eng.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt18DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt19TREASURER (As of 4/18/2025)
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0288 Union St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Rockland

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