Civic Intelligence

Manuel Rocha Charitable Fund for the Education of Priests

990PF • Fiscal year 2014 • EIN 04-6955530

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

Organization Profile
William F Kern Esq 1441 Main St No630Springfield, MA 01103

(413) 734-3119

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

3rd percentile

-479%

Higher net margin than 3% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$1,157

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 36.8% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-7.8%

Faster asset growth than 29% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

3644%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$177,961

Down $15,076 (-7.8%) from 2013

Net Assets

Down

$177,961

Down $15,076 (-7.8%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Up

$3,145

Up $3,061 (+3644%) from 2013

Expenses

Up

$18,221

Up $1,201 (+7.1%) from 2013

Net Income

Up

-$15,076

Up $1,860 (+11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$300K$200K$100K$0Assets 2011: $225,266Liabilities 2011: $12011Assets 2012: $209,973Liabilities 2012: $0Net Assets 2012: $209,9732012Assets 2013: $193,037Liabilities 2013: $1Net Assets 2013: $193,0372013Assets 2014: $177,961Liabilities 2014: $0Net Assets 2014: $177,9612014Assets 2015: $164,036Liabilities 2015: $0Net Assets 2015: $164,0362015Assets 2016: $149,153Liabilities 2016: $0Net Assets 2016: $149,1532016Assets 2017: $143,068Liabilities 2017: $0Net Assets 2017: $143,0682017Assets 2018: $140,062Liabilities 2018: $0Net Assets 2018: $140,0622018Assets 2019: $140,430Liabilities 2019: $1Net Assets 2019: $140,4302019Assets 2020: $138,488Liabilities 2020: $1Net Assets 2020: $138,4882020Assets 2021: $140,745Liabilities 2021: $1Net Assets 2021: $140,7452021Assets 2022: $131,268Liabilities 2022: $0Net Assets 2022: $131,2682022Assets 2023: $128,669Liabilities 2023: $12023Assets 2024: $127,406Liabilities 2024: $0Net Assets 2024: $127,4062024

Highlighted filing

2014

Assets$177,961
Liabilities$0
Net Assets$177,961
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $258Expenses 2011: $16,010Net Income 2011: -$15,7522011Expenses 2012: $15,4452012Revenue 2013: $84Expenses 2013: $17,020Net Income 2013: -$16,9362013Revenue 2014: $3,145Expenses 2014: $18,221Net Income 2014: -$15,0762014Revenue 2015: $3,438Expenses 2015: $17,363Net Income 2015: -$13,9252015Revenue 2016: $3,302Expenses 2016: $18,185Net Income 2016: -$14,8832016Revenue 2017: $1,802Expenses 2017: $7,887Net Income 2017: -$6,0852017Revenue 2018: $6,522Expenses 2018: $9,528Net Income 2018: -$3,0062018Revenue 2019: $9,552Expenses 2019: $9,184Net Income 2019: $3682019Revenue 2020: $11,025Expenses 2020: $12,967Net Income 2020: -$1,9422020Revenue 2021: $17,968Expenses 2021: $15,711Net Income 2021: $2,2572021Revenue 2022: $5,884Expenses 2022: $15,361Net Income 2022: -$9,4772022Revenue 2023: $10,425Expenses 2023: $13,024Net Income 2023: -$2,5992023Revenue 2024: $13,883Expenses 2024: $15,146Net Income 2024: -$1,2632024

Highlighted filing

2014

Revenue$3,145
Expenses$18,221
Net Income-$15,076
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM F KERNTrustee-$1,157-$1,157
MARY MENDESTrustee-$750-$750
Filing and Contact Details

Filer

Filer Name
Manuel Rocha Charitable Fund
EIN
04-6955530
Phone
4137343119
Address
WILLIAM F KERN ESQ 1441 MAIN ST NO, 630, SPRINGFIELD, MA 01103

Signing Officer

Name
William F Kern
Title
Trustee
Phone
4137343119
Signed
2015-04-30

Preparer

Firm
JM O'BRIEN & COMPANY PC
Address
1350 MAIN STREET - 15TH FL, SPRINGFIELD, MA 01103
Preparer
JOHN M O'BRIEN III CPA
Phone
4137338288
Raw XML Appendix344 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/PersonNm0WILLIAM F KERN
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.279618
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM F KERN ESQ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01441 MAIN STREET SUITE 630
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SPRINGFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04137343119
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION OF PRIESTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DIOCESE OF SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt068 ELLIOT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013000
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/AppliedToCurrentYearAmt09708
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0432
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0432
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09597
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02002
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0298
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03292
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010029
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06737
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES/BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MASS. FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01595
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01595
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt284
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F KERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04137343119
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MANUEL ROCHA CHARITABLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR THE EDUCATION OF PRIESTS
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0046955530
ReturnHeader/Filer/PhoneNum04137343119
ReturnHeader/Filer/USAddress/AddressLine1Txt0WILLIAM F KERN ESQ 1441 MAIN ST NO
ReturnHeader/Filer/USAddress/AddressLine2Txt0630
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043393793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JM O'BRIEN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01350 MAIN STREET - 15TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001103
ReturnHeader/PreparerPersonGrp/PhoneNum04137338288
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M O'BRIEN III CPA
ReturnHeader/ReturnTs02015-05-14T12:54:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,961
Liabilities
$0
Net assets
$177,961
Revenue
$3,145
Expenses
$18,221
Net income
-$15,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$0.10$0.13$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.15$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.18$0.16$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.11$0.13$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.10$0.09$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.07$0.10$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.02$0.08$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.03$0.17$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.03$0.18$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.00$0.17$0.17
2012Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.15
2011Summary only. Only limited summary data is available for this year.$2.25$0.00$0.00$0.16$0.16