Civic Intelligence

Malcolm Ross & I Teri Brock Charitable Trust

990PF • Fiscal year 2021 • EIN 23-7423639

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

Organization Profile

Refreshing map…

41 Summit RoadBelmont, MA 02478

(617) 209-6802

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-1120%

Higher net margin than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-4.8%

Faster asset growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-93%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$187,404

Down $9,463 (-4.8%) from 2020

Net Assets

Down

$187,404

Down $9,463 (-4.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$845

Down $11,897 (-93%) from 2020

Expenses

Down

$10,308

Down $7,375 (-42%) from 2020

Net Income

Down

-$9,463

Down $4,522 (-92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2021

Assets$187,404
Liabilities$0
Net Assets$187,404
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

2021

Revenue$845
Expenses$10,308
Net Income-$9,463
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
2022-04-27
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 Appendix298 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/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02756
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07529
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010285
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06758
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07529
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172096802
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-27
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/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/PreparationDt02022-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET E SCOTT CPA
ReturnHeader/ReturnTs02022-05-02T07:53:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,404
Liabilities
$0
Net assets
$187,404
Revenue
$845
Expenses
$10,308
Net income
-$9,463
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