Civic Intelligence

Rock Charitable Foundation

990PF • Fiscal year 2021 • EIN 91-6526685

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

PO Box 546Traverse City, MI 49685

(231) 995-0585

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

40th percentile

3.0%

Faster asset growth than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$921,320

Up $27,171 (+3.0%) from 2020

Net Assets

Up

$921,320

Up $27,171 (+3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$64,434

Down $13,255 (-17%) from 2020

Expenses

Down

$14,551

Down $47,602 (-77%) from 2020

Net Income

Up

$49,883

Up $34,347 (+221%) from 2020

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,544,552Liabilities 2011: $538,6972011Assets 2012: $6,030,319Liabilities 2012: $59,8972012Assets 2013: $5,796,767Liabilities 2013: $13,9002013Assets 2014: $2,822,381Liabilities 2014: $9,1252014Assets 2015: $2,755,307Liabilities 2015: $41,1002015Assets 2018: $820,644Liabilities 2018: $0Net Assets 2018: $820,6442018Assets 2019: $876,891Liabilities 2019: $0Net Assets 2019: $876,8912019Assets 2020: $894,149Liabilities 2020: $0Net Assets 2020: $894,1492020Assets 2021: $921,320Liabilities 2021: $0Net Assets 2021: $921,3202021Assets 2022: $673,336Liabilities 2022: $0Net Assets 2022: $673,3362022Assets 2023: $817,298Liabilities 2023: $12023Assets 2024: $915,027Liabilities 2024: $0Net Assets 2024: $915,0272024

Highlighted filing

2021

Assets$921,320
Liabilities$0
Net Assets$921,320

Operations Trend

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

$1.0M$0-$1.0M-$2.0M-$3.0MRevenue 2011: -$408,842Expenses 2011: $144,907Net Income 2011: -$553,7492011Revenue 2012: $46,792Expenses 2012: $92,350Net Income 2012: -$45,5582012Revenue 2013: -$109,670Expenses 2013: $83,414Net Income 2013: -$193,0842013Revenue 2014: -$2,949,941Expenses 2014: $19,670Net Income 2014: -$2,969,6112014Revenue 2015: -$64,300Expenses 2015: $34,749Net Income 2015: -$99,0492015Revenue 2018: -$790,978Expenses 2018: $12,095Net Income 2018: -$803,0732018Revenue 2019: $91,388Expenses 2019: $35,509Net Income 2019: $55,8792019Revenue 2020: $77,689Expenses 2020: $62,153Net Income 2020: $15,5362020Revenue 2021: $64,434Expenses 2021: $14,551Net Income 2021: $49,8832021Revenue 2022: $50,988Expenses 2022: $38,360Net Income 2022: $12,6282022Revenue 2023: $138,989Expenses 2023: $45,025Net Income 2023: $93,9642023Revenue 2024: $86,418Expenses 2024: $29,026Net Income 2024: $57,3922024

Highlighted filing

2021

Revenue$64,434
Expenses$14,551
Net Income$49,883
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cori ChekhovskiyTrustee-$0--
Dana CrosbyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rock Charitable Foundation
EIN
91-6526685
Phone
2319950585
Address
PO Box 546, Traverse City, MI 49685

Signing Officer

Name
Cori Chekhovskiy
Title
Trustee
Phone
2312186223
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Complete Accounting Solution LLC
Address
PO Box 701, Traverse City, MI 49685
Preparer
Alicia K Beachly
Phone
2319950585
Raw XML Appendix383 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01445 North Boonville Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 110431
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23860 N Long Lake Rd Ste D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34000 J Maddy Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43050 S Airport Rd West
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 496
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61150 Medical Campus Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt712675 Center Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt810850 E Traverse Hwy Suite 4400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93050 S Airport Rd West
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt104975 East Traverse Hwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO Box 546
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Springfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Interlochen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Wheaton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Traverse City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd065802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd649684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd749686
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd849684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd949684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1049684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1149685
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013063
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/AppliedToCurrentYearAmt013807
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011492
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031440
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013807
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031440
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042932
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jonathon Crosby
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Keith M Nielson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 546
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO Box 546
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Traverse City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Traverse City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0496850546
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1496850546
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt033200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025821
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cedar Holdings LLC - Passthrough
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Grants to Private Foundations Section 507(B)(2)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Interest Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Miscellaneous Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt078
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt013633
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt013633
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05209
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Depletion in Excess of Cost Basis
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Jonathan Crosby
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Keith M Nielson
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 546
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO Box 546
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Traverse City
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Traverse City
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0496850546
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd1496850546
TaxesSchedule/TaxesDetail/Amt0708
TaxesSchedule/TaxesDetail/CategoryTxt0PY Refunds
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0-354
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0-354
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cori Chekhovskiy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02312186223
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rock Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0916526685
ReturnHeader/Filer/PhoneNum02319950585
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 546
ReturnHeader/Filer/USAddress/CityNm0Traverse City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049685
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833199991
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Complete Accounting Solution LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Traverse City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049685
ReturnHeader/PreparerPersonGrp/PhoneNum02319950585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alicia K Beachly
ReturnHeader/ReturnTs02022-11-15T19:43:33-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cori
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chekhovskiy
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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