Civic Intelligence

Malcolm Ross & I Teri Brock Charitable Trust

990PF • Fiscal year 2018 • EIN 23-7423639

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization Profile

Refreshing map…

41 Summit RoadBelmont, MA 02478

(941) 383-8014

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$205,950

No earlier filing loaded for comparison.

Net Assets

$205,950

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

$7,037

No earlier filing loaded for comparison.

Expenses

$4,135

No earlier filing loaded for comparison.

Net Income

$2,902

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$205,950
Liabilities$0
Net Assets$205,950
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$7,037
Expenses$4,135
Net Income$2,902
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
9413838014
Address
41 SUMMIT ROAD, BELMONT, MA 02478

Signing Officer

Name
Matthew Ross
Title
Trustee
Phone
9413838014
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
101 STATION DRIVE SUITE 250, WESTWOOD, MA 02090
Preparer
Janet E Scott CPA
Phone
6174472700
Raw XML Appendix318 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/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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03035
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02987
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09938
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06022
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08130
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11701
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BREITBURN ENERGY PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NUSTAR ENERGY LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08130
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11701
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08130
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11701
TaxesSchedule/TaxesDetail/Amt01100
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt135
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09413838014
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MALCOLM ROSS & I TERI BROCK CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST MATTHEW ROSS TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MALC
ReturnHeader/Filer/EIN0237423639
ReturnHeader/Filer/PhoneNum09413838014
ReturnHeader/Filer/USAddress/AddressLine1Txt041 SUMMIT ROAD
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D30CC18F8A276BCFF094CFCCD7E02577EEED7E7D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D30CC18F8A276BCFF094CFCCD7E02577EEED7E7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.147.160.242
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:20:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 STATION DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET E SCOTT CPA
ReturnHeader/ReturnTs02019-11-12T07:19:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,950
Liabilities
$0
Net assets
$205,950
Revenue
$7,037
Expenses
$4,135
Net income
$2,902
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