Civic Intelligence

The Rockwood Trust

EIN 22-6650146 • Atlanta, GA

617 Woodward Way NWAtlanta, GA 30327
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

19th percentile

-38%

Higher net margin than 19% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$5,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-3.2%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$339,955

Down $18,571 (-5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$339,955

Down $18,571 (-5.2%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin19th percentile

Revenue

Down

$49,327

Down $3,134 (-6.0%) from 2023

Expenses

Up

$67,898

Up $11,153 (+20%) from 2023

Net Income

Down

-$18,571

Down $14,287 (-333%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2011: $558,232Liabilities 2011: $02011Assets 2012: $557,720Liabilities 2012: $02012Assets 2013: $548,446Liabilities 2013: $02013Assets 2014: $523,687Liabilities 2014: $02014Assets 2015: $490,802Liabilities 2015: $02015Assets 2018: $432,463Liabilities 2018: $0Net Assets 2018: $432,4632018Assets 2019: $422,609Liabilities 2019: $0Net Assets 2019: $422,6092019Assets 2020: $420,725Liabilities 2020: $0Net Assets 2020: $420,7252020Assets 2021: $439,285Liabilities 2021: $0Net Assets 2021: $439,2852021Assets 2022: $362,810Liabilities 2022: $0Net Assets 2022: $362,8102022Assets 2023: $358,526Liabilities 2023: $0Net Assets 2023: $358,5262023Assets 2024: $339,955Liabilities 2024: $0Net Assets 2024: $339,9552024

Highlighted filing

2024

Assets$339,955
Liabilities$0
Net Assets$339,955
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2011: $28,548Expenses 2011: $67,687Net Income 2011: -$39,1392011Revenue 2012: $69,285Expenses 2012: $69,797Net Income 2012: -$5122012Revenue 2013: $61,440Expenses 2013: $70,714Net Income 2013: -$9,2742013Revenue 2014: $43,686Expenses 2014: $68,445Net Income 2014: -$24,7592014Revenue 2015: $37,823Expenses 2015: $70,708Net Income 2015: -$32,8852015Revenue 2018: $52,592Expenses 2018: $65,879Net Income 2018: -$13,2872018Revenue 2019: $56,015Expenses 2019: $65,869Net Income 2019: -$9,8542019Revenue 2020: $62,310Expenses 2020: $64,194Net Income 2020: -$1,8842020Revenue 2021: $88,853Expenses 2021: $70,293Net Income 2021: $18,5602021Revenue 2022: -$4,780Expenses 2022: $71,695Net Income 2022: -$76,4752022Revenue 2023: $52,461Expenses 2023: $56,745Net Income 2023: -$4,2842023Revenue 2024: $49,327Expenses 2024: $67,898Net Income 2024: -$18,5712024

Highlighted filing

2024

Revenue$49,327
Expenses$67,898
Net Income-$18,571
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$339,955
Liabilities
$0
Net assets
$339,955
Revenue
$49,327
Expenses
$67,898
Net income
-$18,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.49$0.68$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.52$0.57$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.05$0.72$0.76
2021Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.89$0.70$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.62$0.64$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.56$0.66$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.53$0.66$0.13
2015Summary only. Only limited summary data is available for this year.$4.91$0.00$0.38$0.71$0.33
2014Summary only. Only limited summary data is available for this year.$5.24$0.00$0.44$0.68$0.25
2013Summary only. Only limited summary data is available for this year.$5.48$0.00$0.61$0.71$0.09
2012Summary only. Only limited summary data is available for this year.$5.58$0.00$0.69$0.70$0.01
2011Summary only. Only limited summary data is available for this year.$5.58$0.00$0.29$0.68$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY LEETrustee-$5,000-$5,000
BRUCE L LEETrustee-$5,000-$5,000
DUCINEA HARRISON LEETrustee-$5,000-$5,000
NICHOLAS LEE-WUNDERLICHTrustee-$5,000-$5,000
PAUL LANDONTrustee-$5,000-$5,000
STUART H LEETrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
The Rockwood Trust
EIN
22-6650146
Phone
7067335449
Address
617 WOODWARD WAY NW, ATLANTA, GA 30327

Signing Officer

Name
Paul Landon
Title
Trustee
Phone
7067335449
Signed
2025-11-06

Preparer

Firm
Harkrider Demyan & Rodwell LLC
Address
823 RUSSELL ST, AUGUSTA, GA 30904
Preparer
John W Demyan Jr
Phone
7067361500
Raw XML Appendix299 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/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL LANDON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0617 WOODWARD WAY NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030327
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07067335449
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL LANDON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07067335449
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0617 WOODWARD WAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt023500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030909
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025804
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt081929
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020036
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016841
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030125
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04321
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0103170
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098849
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05998
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05998
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LANDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07067335449
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROCKWOOD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0226650146
ReturnHeader/Filer/PhoneNum07067335449
ReturnHeader/Filer/USAddress/AddressLine1Txt0617 WOODWARD WAY NW
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412067761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARKRIDER DEMYAN & RODWELL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0823 RUSSELL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUGUSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030904
ReturnHeader/PreparerPersonGrp/PhoneNum07067361500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W DEMYAN JR
ReturnHeader/ReturnTs02025-11-10T13:48:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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