Civic Intelligence

Malcolm Ross & I Teri Brock Charitable Trust

EIN 23-7423639 • Belmont, MA

Pub. 78 Eligible

Refreshing map…

41 Summit RoadBelmont, MA 02478
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

12th percentile

-91%

Higher net margin than 12% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-3.7%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

5.0%

Faster revenue growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$163,408

Down $6,213 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$163,408

Down $6,213 (-3.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin12th percentile

Revenue

Up

$6,846

Up $325 (+5.0%) from 2023

Expenses

Down

$13,059

Down $2,694 (-17%) from 2023

Net Income

Up

-$6,213

Up $3,019 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$300K$200K$100K$0Assets 2018: $205,950Liabilities 2018: $0Net Assets 2018: $205,9502018Assets 2019: $201,808Liabilities 2019: $0Net Assets 2019: $201,8082019Assets 2020: $196,867Liabilities 2020: $0Net Assets 2020: $196,8672020Assets 2021: $187,404Liabilities 2021: $0Net Assets 2021: $187,4042021Assets 2022: $178,853Liabilities 2022: $0Net Assets 2022: $178,8532022Assets 2023: $169,621Liabilities 2023: $0Net Assets 2023: $169,6212023Assets 2024: $163,408Liabilities 2024: $0Net Assets 2024: $163,4082024

Highlighted filing

2024

Assets$163,408
Liabilities$0
Net Assets$163,408
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$20K$10K$0-$10KRevenue 2018: $7,037Expenses 2018: $4,135Net Income 2018: $2,9022018Revenue 2019: $10,544Expenses 2019: $14,686Net Income 2019: -$4,1422019Revenue 2020: $12,742Expenses 2020: $17,683Net Income 2020: -$4,9412020Revenue 2021: $845Expenses 2021: $10,308Net Income 2021: -$9,4632021Revenue 2022: $1,508Expenses 2022: $10,059Net Income 2022: -$8,5512022Revenue 2023: $6,521Expenses 2023: $15,753Net Income 2023: -$9,2322023Revenue 2024: $6,846Expenses 2024: $13,059Net Income 2024: -$6,2132024

Highlighted filing

2024

Revenue$6,846
Expenses$13,059
Net Income-$6,213
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$163,408
Liabilities
$0
Net assets
$163,408
Revenue
$6,846
Expenses
$13,059
Net income
-$6,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.07$0.16$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.02$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.01$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.13$0.18$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.11$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.07$0.04$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW ROSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Malcolm Ross & I Teri Brock Charitable
EIN
23-7423639
Phone
6172096802
Address
41 SUMMIT ROAD, BELMONT, MA 02478

Signing Officer

Name
Matthew Ross
Title
Trustee
Phone
6172096802
Signed
2025-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Advisors Inc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110-2602
Preparer
Janet E Scott CPA
Phone
6174472700
Raw XML Appendix264 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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ReturnHeader/BusinessOfficerGrp/PhoneNum06172096802
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MALCOLM ROSS & I TERI BROCK CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST MATTHEW ROSS TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MALC
ReturnHeader/Filer/EIN0237423639
ReturnHeader/Filer/PhoneNum06172096802
ReturnHeader/Filer/USAddress/AddressLine1Txt041 SUMMIT ROAD
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER SHUFFAIN ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102602
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET E SCOTT CPA
ReturnHeader/ReturnTs02025-11-10T11:46:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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