Civic Intelligence

The Shock Family Charitable Trust

EIN 54-6717215 • Baltimore, MD

901 South Bond Street Ste 400Baltimore, MD 21231
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

95th percentile

83%

Higher net margin than 95% 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

68th percentile

7.1%

Faster asset growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-10%

Faster revenue growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$159,713

Up $10,595 (+7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$159,713

Up $10,595 (+7.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin95th percentile

Revenue

Down

$12,780

Down $1,464 (-10%) from 2023

Expenses

Down

$2,183

Down $24,705 (-92%) from 2023

Net Income

Up

$10,597

Up $23,241 (+184%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0Assets 2010: $512,792Liabilities 2010: $0Net Assets 2010: $512,7922010Assets 2011: $447,990Liabilities 2011: $0Net Assets 2011: $447,9902011Assets 2012: $436,690Liabilities 2012: $0Net Assets 2012: $436,6902012Assets 2013: $382,632Liabilities 2013: $0Net Assets 2013: $382,6322013Assets 2014: $387,917Liabilities 2014: $0Net Assets 2014: $387,9172014Assets 2015: $321,665Liabilities 2015: $0Net Assets 2015: $321,6652015Assets 2016: $233,153Liabilities 2016: $0Net Assets 2016: $233,1532016Assets 2017: $154,632Liabilities 2017: $0Net Assets 2017: $154,6322017Assets 2018: $172,988Liabilities 2018: $0Net Assets 2018: $172,9882018Assets 2019: $165,656Liabilities 2019: $0Net Assets 2019: $165,6562019Assets 2020: $158,641Liabilities 2020: $0Net Assets 2020: $158,6412020Assets 2021: $173,221Liabilities 2021: $0Net Assets 2021: $173,2212021Assets 2022: $161,749Liabilities 2022: $0Net Assets 2022: $161,7492022Assets 2023: $149,118Liabilities 2023: $0Net Assets 2023: $149,1182023Assets 2024: $159,713Liabilities 2024: $0Net Assets 2024: $159,7132024

Highlighted filing

2024

Assets$159,713
Liabilities$0
Net Assets$159,713
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $104,0702010Expenses 2011: $104,1612011Expenses 2012: $53,7632012Revenue 2013: $49,486Expenses 2013: $103,537Net Income 2013: -$54,0512013Revenue 2014: $107,303Expenses 2014: $102,016Net Income 2014: $5,2872014Revenue 2015: $36,394Expenses 2015: $102,644Net Income 2015: -$66,2502015Revenue 2016: $12,261Expenses 2016: $100,774Net Income 2016: -$88,5132016Revenue 2017: $22,047Expenses 2017: $100,568Net Income 2017: -$78,5212017Revenue 2018: $68,894Expenses 2018: $50,537Net Income 2018: $18,3572018Revenue 2019: $8,618Expenses 2019: $15,953Net Income 2019: -$7,3352019Revenue 2020: $9,817Expenses 2020: $16,876Net Income 2020: -$7,0592020Revenue 2021: $15,505Expenses 2021: $927Net Income 2021: $14,5782021Revenue 2022: $6,883Expenses 2022: $18,276Net Income 2022: -$11,3932022Revenue 2023: $14,244Expenses 2023: $26,888Net Income 2023: -$12,6442023Revenue 2024: $12,780Expenses 2024: $2,183Net Income 2024: $10,5972024

Highlighted filing

2024

Revenue$12,780
Expenses$2,183
Net Income$10,597
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$159,713
Liabilities
$0
Net assets
$159,713
Revenue
$12,780
Expenses
$2,183
Net income
$10,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.13$0.02$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.27$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.18$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.16$0.01$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10$0.17$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.09$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.69$0.51$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.22$1.01$0.79
2016Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.12$1.01$0.89
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.36$1.03$0.66
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$1.07$1.02$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.49$1.04$0.54
2012Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.54
2011Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$1.04
2010Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY F SHOCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Shock Family Charitable Trust
EIN
54-6717215
Phone
4105375458
Address
901 SOUTH BOND STREET STE 400, BALTIMORE, MD 21231

Signing Officer

Name
Mary F Shock
Title
Trustee
Phone
4105375458
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1001 WOODWARD SUITE 700, DETROIT, MI 48226
Preparer
Jennifer B Hall
Phone
3133963000
Raw XML Appendix324 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/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0901 S BOND ST SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BALTIMORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021231
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BROWN ADVISORY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04105375458
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt01167
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05198
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025302
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02181
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01167
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025302
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034401
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0730
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES-PRIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0730
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/Amt1188
TaxesSchedule/TaxesDetail/Amt223
TaxesSchedule/TaxesDetail/Amt38
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1QUARTERLY TAX DEPOSIT
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt223
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt38
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY F SHOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04105375458
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHOCK FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHOC
ReturnHeader/Filer/EIN0546717215
ReturnHeader/Filer/PhoneNum04105375458
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 SOUTH BOND STREET STE 400
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021231
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 WOODWARD SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DETROIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048226
ReturnHeader/PreparerPersonGrp/PhoneNum03133963000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER B HALL
ReturnHeader/ReturnTs02025-05-12T11:02:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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