Civic Intelligence

The Metrock Charitable Foundation

990PF • Fiscal year 2020 • EIN 80-0481815

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

PO Box 36Montevallo, AL 35115-0036

(205) 665-1692

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

54th percentile

7.7%

Higher net margin than 54% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

2.6%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$671,513

Up $3,484 (+0.5%) from 2019

Net Assets

Up

$671,513

Up $3,484 (+0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$52,811

Up $1,315 (+2.6%) from 2019

Expenses

Down

$48,739

Down $1,234 (-2.5%) from 2019

Net Income

Up

$4,072

Up $2,549 (+167%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $622,899Liabilities 2011: $0Net Assets 2011: $622,8992011Assets 2012: $606,225Liabilities 2012: $0Net Assets 2012: $606,2252012Assets 2013: $608,062Liabilities 2013: $1,197Net Assets 2013: $606,8652013Assets 2014: $637,066Liabilities 2014: $0Net Assets 2014: $637,0662014Assets 2015: $644,424Liabilities 2015: $0Net Assets 2015: $644,4242015Assets 2016: $637,640Liabilities 2016: $0Net Assets 2016: $637,6402016Assets 2017: $645,479Liabilities 2017: $0Net Assets 2017: $645,4792017Assets 2018: $666,886Liabilities 2018: $0Net Assets 2018: $666,8862018Assets 2019: $668,029Liabilities 2019: $0Net Assets 2019: $668,0292019Assets 2020: $671,513Liabilities 2020: $0Net Assets 2020: $671,5132020Assets 2021: $710,267Liabilities 2021: $0Net Assets 2021: $710,2672021Assets 2022: $669,530Liabilities 2022: $0Net Assets 2022: $669,5302022Assets 2023: $589,187Liabilities 2023: $0Net Assets 2023: $589,1872023Assets 2024: $470,758Liabilities 2024: $0Net Assets 2024: $470,7582024

Highlighted filing

2020

Assets$671,513
Liabilities$0
Net Assets$671,513

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2011: $38,6812011Expenses 2012: $41,6692012Revenue 2013: $45,000Expenses 2013: $44,280Net Income 2013: $7202013Revenue 2014: $74,640Expenses 2014: $43,179Net Income 2014: $31,4612014Revenue 2015: $56,836Expenses 2015: $49,155Net Income 2015: $7,6812015Revenue 2016: $41,056Expenses 2016: $47,666Net Income 2016: -$6,6102016Revenue 2017: $53,117Expenses 2017: $44,701Net Income 2017: $8,4162017Revenue 2018: $71,539Expenses 2018: $47,293Net Income 2018: $24,2462018Revenue 2019: $51,496Expenses 2019: $49,973Net Income 2019: $1,5232019Revenue 2020: $52,811Expenses 2020: $48,739Net Income 2020: $4,0722020Revenue 2021: $130,545Expenses 2021: $92,129Net Income 2021: $38,4162021Revenue 2022: $52,899Expenses 2022: $93,380Net Income 2022: -$40,4812022Revenue 2023: $28,568Expenses 2023: $108,851Net Income 2023: -$80,2832023Revenue 2024: $65,239Expenses 2024: $183,593Net Income 2024: -$118,3542024

Highlighted filing

2020

Revenue$52,811
Expenses$48,739
Net Income$4,072
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M METROCKPresident-$0--
CONNIE METROCKSecretary-$0--
MICHAEL J METROCKDirector-$0--
ANGELA CUNNINGHAMDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Metrock Charitable Foundation
EIN
80-0481815
Phone
2056651692
Address
PO BOX 36, MONTEVALLO, AL 35115-0036

Signing Officer

Name
John M Metrock
Title
President
Phone
2056651692
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Dipiazza Larocca Heeter & Co LLC
Address
P O BOX 530095, BIRMINGHAM, AL 35253-0095
Preparer
Monty S Waites CPA
Phone
2058719973
Raw XML Appendix335 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN M METROCK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19569
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29569
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39569
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FISHER HOUSE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LEUKEMIA AND LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MARINE CORPS - LAW ENFORCEMENT FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SEMPER FI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012300 TWINBROOK PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13500 BLUE LAKE DRIVE SUITE 225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2273 COLUMBUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3825 COLLEGE BLVD SUITE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TUCKAHOE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OCEANSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038276
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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/AppliedToCurrentYearAmt02
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt038274
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038276
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039173
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt038274
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0588
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt031
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERRILL LYNCH
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt031
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09601
TaxesSchedule/TaxesDetail/Amt037
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt037
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN M METROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02056651692
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE METROCK CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0METR
ReturnHeader/Filer/EIN0800481815
ReturnHeader/Filer/PhoneNum02056651692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 36
ReturnHeader/Filer/USAddress/CityNm0MONTEVALLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0351150036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263731278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIPIAZZA LAROCCA HEETER & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 530095
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352530095
ReturnHeader/PreparerPersonGrp/PhoneNum02058719973
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONTY S WAITES CPA
ReturnHeader/ReturnTs02021-05-10T13:46:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0METROCK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.65$1.84$1.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.29$1.09$0.80
2022Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.53$0.93$0.40
2021Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$1.31$0.92$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.53$0.49$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$0.00$6.68$0.51$0.50$0.02
2018Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.72$0.47$0.24
2017Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.53$0.45$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.41$0.48$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.57$0.49$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.75$0.43$0.31
2013Detailed filing. Detailed filing data is available for this year.$6.08$0.01$6.07$0.45$0.44$0.01
2012Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.42
2011Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.39