Civic Intelligence

Frederic Scott Bocock & Roberta

EIN 54-6051067 • Henrico, VA

PO Box 70039Henrico, VA 23255
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

50th percentile

4.3%

Higher net margin than 50% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

44th percentile

0.4%

Faster asset growth than 44% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

37%

Faster revenue growth than 75% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$645,992

Up $2,634 (+0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$645,992

Up $2,634 (+0.4%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin50th percentile

Revenue

Up

$62,436

Up $16,710 (+37%) from 2023

Expenses

Up

$59,733

Up $2,816 (+4.9%) from 2023

Net Income

Up

$2,703

Up $13,894 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2011: $505,239Liabilities 2011: $02011Assets 2012: $519,248Liabilities 2012: $02012Assets 2013: $586,205Liabilities 2013: $02013Assets 2014: $597,787Liabilities 2014: $02014Assets 2015: $580,174Liabilities 2015: $02015Assets 2019: $596,652Liabilities 2019: $02019Assets 2020: $570,866Liabilities 2020: $0Net Assets 2020: $570,8662020Assets 2021: $630,970Liabilities 2021: $0Net Assets 2021: $630,9702021Assets 2022: $654,509Liabilities 2022: $0Net Assets 2022: $654,5092022Assets 2023: $643,358Liabilities 2023: $0Net Assets 2023: $643,3582023Assets 2024: $645,992Liabilities 2024: $0Net Assets 2024: $645,9922024

Highlighted filing

2024

Assets$645,992
Liabilities$0
Net Assets$645,992
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $211,939Expenses 2011: $79,898Net Income 2011: $132,0412011Revenue 2012: $127,786Expenses 2012: $113,216Net Income 2012: $14,5702012Revenue 2013: $184,450Expenses 2013: $117,493Net Income 2013: $66,9572013Revenue 2014: $142,863Expenses 2014: $130,648Net Income 2014: $12,2152014Revenue 2015: $82,010Expenses 2015: $100,093Net Income 2015: -$18,0832015Revenue 2019: $17,770Expenses 2019: $35,809Net Income 2019: -$18,0392019Revenue 2020: $8,082Expenses 2020: $33,878Net Income 2020: -$25,7962020Revenue 2021: $89,072Expenses 2021: $29,454Net Income 2021: $59,6182021Revenue 2022: $54,799Expenses 2022: $31,243Net Income 2022: $23,5562022Revenue 2023: $45,726Expenses 2023: $56,917Net Income 2023: -$11,1912023Revenue 2024: $62,436Expenses 2024: $59,733Net Income 2024: $2,7032024

Highlighted filing

2024

Revenue$62,436
Expenses$59,733
Net Income$2,703
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$645,992
Liabilities
$0
Net assets
$645,992
Revenue
$62,436
Expenses
$59,733
Net income
$2,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.62$0.60$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.46$0.57$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.55$0.31$0.24
2021Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.89$0.29$0.60
2020Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.08$0.34$0.26
2019Summary only. Only limited summary data is available for this year.$5.97$0.00$0.18$0.36$0.18
2015Summary only. Only limited summary data is available for this year.$5.80$0.00$0.82$1.00$0.18
2014Summary only. Only limited summary data is available for this year.$5.98$0.00$1.43$1.31$0.12
2013Summary only. Only limited summary data is available for this year.$5.86$0.00$1.84$1.17$0.67
2012Summary only. Only limited summary data is available for this year.$5.19$0.00$1.28$1.13$0.15
2011Summary only. Only limited summary data is available for this year.$5.05$0.00$2.12$0.80$1.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA B BOCOCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frederic Scott Bocock & Roberta
EIN
54-6051067
Phone
8046431100
Address
PO BOX 70039, HENRICO, VA 23255

Signing Officer

Name
Roberta B Bocock
Title
Trustee
Phone
8046431100
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Atkinson Harris & Hart Pc
Address
1602 ROLLING HILLS DR RM 110, HENRICO, VA 23229
Preparer
Marlon Dickerson
Phone
8046436886
Raw XML Appendix398 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2109 SHS BWX TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3745 SHS COMCAST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4217 SHS BRISTOL MYERS SQUIBB CO
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SECURITIES LITIGATION CLAIM
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05491
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06256
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05491
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053293
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05491
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0453
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02025 DIVIDENDS REPORTABLE ON THE 2024 FORM 1099
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0384
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02024 DIVIDENDS REPORTABLE ON THE 2023 FORM 1099
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05990
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05990
TaxesSchedule/TaxesDetail/Amt0450
TaxesSchedule/TaxesDetail/CategoryTxt02024 ESTIMATED TAX PAYMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA B BOCOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08046431100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDERIC SCOTT BOCOCK & ROBERTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BRYAN BOCOCK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0546051067
ReturnHeader/Filer/PhoneNum08046431100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 70039
ReturnHeader/Filer/USAddress/CityNm0HENRICO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023255
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541296607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATKINSON HARRIS & HART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01602 ROLLING HILLS DR RM 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENRICO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023229
ReturnHeader/PreparerPersonGrp/PhoneNum08046436886
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLON DICKERSON
ReturnHeader/ReturnTs02025-05-06T14:50:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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