Civic Intelligence

The Bocock Foundation

990PF • Fiscal year 2023 • EIN 82-2423953

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
1801 Westview RdCharlottesville, VA 22903

(866) 643-1100

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-1507%

Higher net margin than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.1%

Faster asset growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

180%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$3,229

Down $211 (-6.1%) from 2022

Net Assets

Down

$3,229

Down $211 (-6.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Up

$14

Up $9 (+180%) from 2022

Expenses

Down

$225

Down $349 (-61%) from 2022

Net Income

Up

-$211

Up $358 (+63%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$6.0K$4.0K$2.0K$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $5,491Liabilities 2019: $0Net Assets 2019: $5,4912019Assets 2020: $4,784Liabilities 2020: $0Net Assets 2020: $4,7842020Assets 2021: $4,009Liabilities 2021: $0Net Assets 2021: $4,0092021Assets 2022: $3,440Liabilities 2022: $0Net Assets 2022: $3,4402022Assets 2023: $3,229Liabilities 2023: $0Net Assets 2023: $3,2292023Assets 2024: $2,473Liabilities 2024: $0Net Assets 2024: $2,4732024

Highlighted filing

2023

Assets$3,229
Liabilities$0
Net Assets$3,229
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$30K$20K$10K$0-$10KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $20,063Expenses 2019: $14,572Net Income 2019: $5,4912019Revenue 2020: $1Expenses 2020: $708Net Income 2020: -$7072020Revenue 2021: $0Expenses 2021: $775Net Income 2021: -$7752021Revenue 2022: $5Expenses 2022: $574Net Income 2022: -$5692022Revenue 2023: $14Expenses 2023: $225Net Income 2023: -$2112023Revenue 2024: -$122Expenses 2024: $635Net Income 2024: -$7572024

Highlighted filing

2023

Revenue$14
Expenses$225
Net Income-$211
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H BOCOCKTrustee As N-$0--
ALEXANDER H BOCOCKTrustee As N-$0--
Filing and Contact Details

Filer

Filer Name
The Bocock Foundation
EIN
82-2423953
Phone
8666431100
Address
1801 WESTVIEW RD, CHARLOTTESVILLE, VA 22903

Signing Officer

Name
John H Bocock
Title
Trustee as Needed
Signed
2024-05-06

Preparer

Firm
Atkinson Harris & Hart Pc
Address
1602 ROLLING HILLS DR RM 110, HENRICO, VA 23229
Preparer
David a Hart
Phone
8046436886
Raw XML Appendix206 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03362
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03200
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0162
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt050
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0166
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03312
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN H BOCOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDER H BOCOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE AS N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE AS N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01801 WESTVIEW RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1563 PERRY HOLLOW RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0225
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0225
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN H BOCOCK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01801 WESTVIEW RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTESVILLE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022903
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08666431100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN H BOCOCK
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ALEXANDER H BOCOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MAXWELTON AND LACHLAN FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01629 WALKERS CREEK RD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014514
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015584
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014514
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt059
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015584
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015525
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SCC FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H BOCOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE AS NEEDED
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOCOCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOCO
ReturnHeader/Filer/EIN0822423953
ReturnHeader/Filer/PhoneNum08666431100
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 WESTVIEW RD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022903
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A HART
ReturnHeader/ReturnTs02024-05-06T14:57:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOCOCK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,229
Liabilities
$0
Net assets
$3,229
Revenue
$14
Expenses
$225
Net income
-$211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.12$0.64$0.76
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.01$0.23$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.01$0.57$0.57
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.00$0.78$0.78
2020Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.00$0.71$0.71
2019Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$20.1$14.6$5.49
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00