Civic Intelligence

Roncalli Institute

EIN 06-0972317 • 501(c)3 • Portland, CT

View Organization Page

Profile

Housing and welfare for the elderly and educational purposes.

PO Box 427Portland, CT 06480

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.09x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

8.93x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-2854%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

8th percentile

-22%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$1,783,368

Down $490,258 (-22%) from 2023

Liabilities

Down

$152,735

Down $2,360 (-1.5%) from 2023

Net Assets

Down

$1,630,633

Down $487,898 (-23%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$17,095

Down $144,323 (-89%) from 2023

Expenses

Down

$504,993

Down $1,114,372 (-69%) from 2023

Net Income

Up

-$487,898

Up $970,049 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $328,530Liabilities 2010: $18,721Net Assets 2010: $309,8092010Assets 2011: $325,953Liabilities 2011: $20,552Net Assets 2011: $305,4012011Assets 2012: $370,379Liabilities 2012: $19,108Net Assets 2012: $351,2712012Assets 2013: $1,733,557Liabilities 2013: $73,536Net Assets 2013: $1,660,0212013Assets 2014: $1,659,345Liabilities 2014: $12,717Net Assets 2014: $1,646,6282014Assets 2015: $2,392,450Liabilities 2015: $26,444Net Assets 2015: $2,366,0062015Assets 2016: $3,215,867Liabilities 2016: $39,114Net Assets 2016: $3,176,7532016Assets 2017: $4,004,372Liabilities 2017: $427,641Net Assets 2017: $3,576,7312017Assets 2018: $4,455,640Liabilities 2018: $578,926Net Assets 2018: $3,876,7142018Assets 2019: $3,889,830Liabilities 2019: $336,907Net Assets 2019: $3,552,9232019Assets 2020: $3,902,852Liabilities 2020: $188,681Net Assets 2020: $3,714,1712020Assets 2021: $4,467,950Liabilities 2021: $865,776Net Assets 2021: $3,602,1742021Assets 2022: $3,748,485Liabilities 2022: $172,007Net Assets 2022: $3,576,4782022Assets 2023: $2,273,626Liabilities 2023: $155,095Net Assets 2023: $2,118,5312023Assets 2024: $1,783,368Liabilities 2024: $152,735Net Assets 2024: $1,630,6332024

Highlighted filing

2024

Assets$1,783,368
Liabilities$152,735
Net Assets$1,630,633
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $315,3342010Expenses 2011: $281,3342011Expenses 2012: $263,7502012Revenue 2013: $2,264,626Expenses 2013: $955,876Net Income 2013: $1,308,7502013Revenue 2014: $482,921Expenses 2014: $509,946Net Income 2014: -$27,0252014Revenue 2015: $1,315,233Expenses 2015: $596,039Net Income 2015: $719,1942015Revenue 2016: $1,267,542Expenses 2016: $456,695Net Income 2016: $810,8472016Revenue 2017: $871,364Expenses 2017: $471,386Net Income 2017: $399,9782017Revenue 2018: $657,639Expenses 2018: $357,656Net Income 2018: $299,9832018Revenue 2019: $264,212Expenses 2019: $588,003Net Income 2019: -$323,7912019Revenue 2020: $737,118Expenses 2020: $575,870Net Income 2020: $161,2482020Revenue 2021: $226,560Expenses 2021: $338,557Net Income 2021: -$111,9972021Revenue 2022: $256,869Expenses 2022: $282,565Net Income 2022: -$25,6962022Revenue 2023: $161,418Expenses 2023: $1,619,365Net Income 2023: -$1,457,9472023Revenue 2024: $17,095Expenses 2024: $504,993Net Income 2024: -$487,8982024

Highlighted filing

2024

Revenue$17,095
Expenses$504,993
Net Income-$487,898
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,783,368
Liabilities
$152,735
Net assets
$1,630,633
Revenue
$17,095
Expenses
$504,993
Net income
-$487,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.15$1.63$0.02$0.50$0.49
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.16$2.12$0.16$1.62$1.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.17$3.58$0.26$0.28$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.47$0.87$3.60$0.23$0.34$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.90$0.19$3.71$0.74$0.58$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.34$3.55$0.26$0.59$0.32
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.58$3.88$0.66$0.36$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.43$3.58$0.87$0.47$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.04$3.18$1.27$0.46$0.81
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.03$2.37$1.32$0.60$0.72
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.66$0.01$1.65$0.48$0.51$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.07$1.66$2.26$0.96$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.02$0.35$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.02$0.31$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.02$0.31$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$111,388
Mission and Program Overview

Mission

Home healthcare for the elderly.

Housing and welfare for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,788,459$1,788,459→ $0
Land, Buildings, and Equipment, Net$1,036,952$954,140▼ $82,812
Savings and Temporary Cash Investments$1,021,928$541,109▼ $480,819
Cash and Non-Interest-Bearing Accounts$212,747$286,313▲ $73,566
Pd in Cap Srpls Land Bldg Eqp Fund$170,000$170,000→ $0
Prepaid Expenses and Deferred Charges$1,999$1,786▼ $213
Accounts Receivable-$20-
Rtn Earn Endowment Incm Other Fnds$160,072$-327,826▼ $487,898
Total Assets$2,273,626$1,783,368▼ $490,258
Liabilities
Accounts Payable and Accrued Expenses$155,095$152,735▼ $2,360
Total Liabilities$155,095$152,735▼ $2,360
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,118,531$1,630,633▼ $487,898
Total Liabilities and Net Assets / Fund Balance$2,273,626$1,783,368▼ $490,258

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$295,640$685,560$981,200
Land$647,000-$647,000
Other Land Buildings$11,500$6,450$17,950
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Jonathan RamsayCFOFT$19,800$19,800

Board Members and Trustees

NameTitle
Peter CallanChairman/secretary
John SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$63,742
Investment Income
$23,646
Other Revenue
$-70,293
Change in Net Assets
$-487,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$400,000
Other Expenses$104,979
Salaries, Compensation, and Employee Benefits$14
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$400,000--$400,000
Fees for Services Management$76,465--$76,465
Office Expenses$13,124--$13,124
Fees for Services Legal$7,664--$7,664
Interest$4,242--$4,242
Fees for Services Accounting-$2,000-$2,000
Insurance-$1,484-$1,484
Other Employee Benefits$14--$14
Total Functional Expenses$501,509$3,484$0$504,993
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roncalli Charities IncPortland, CT501c3General Support$400,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Peter CallanBoard ChairmanManagement Fees Paid to Claggan Management LLC Which Is Owned by Board Chairman.No$76,465
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Claggan management llc performed management/financial/oversight duties for roncalli institute during fiscal year 2024. Cfo was paid by claggan management starting in 2024.”

Form 990, Part VI, Section A, Line 7A

“Members elect replacement members.”

Form 990, Part VI, Section B, Line 11B

“The return is reviewed by the board chairman and accounting consultant. A copy of the return is provided to the all board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“We regularly and consistently monitor and enforce compliance with the policy at our regular meetings.”

Form 990, Part VI, Section B, Line 15

“Review at board meetings.”

Form 990, Part VI, Section C, Line 18

“The documents are available at the office or at the client's office upon request.”

Form 990, Part VI, Section C, Line 19

“The documents are available at the office or at the client's office upon request.”

Filing and Contact Details

Filer

Filer Name
Roncalli Institute
EIN
06-0972317
Phone
8603242224
Address
PO BOX 427, PORTLAND, CT 06480

Signing Officer

Name
Peter Callan
Title
Board Chairman/secretary
Phone
8603242224
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Callan
Formed
1976
Legal Domicile
Ct
Voting Board Members
2
Independent Board Members
2
Employees
2
Volunteers
2

Preparer

Firm
Cohnreznick Advisory LLC
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Lori Rothe Yokobosky
Phone
9592007000
Raw XML AppendixShowing 400 of 470 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0155095
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0152735
IRS990/AccountsReceivableGrp/EOYAmt020
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HOUSING AND WELFARE FOR THE ELDERLY.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JONATHAN RAMSAY
IRS990/BooksInCareOfDetail/PhoneNum08603242224
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 427
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006480
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01788459
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01788459
IRS990/CashNonInterestBearingGrp/BOYAmt0212747
IRS990/CashNonInterestBearingGrp/EOYAmt0286313
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0400000
IRS990/CYInvestmentIncomeAmt023646
IRS990/CYOtherExpensesAmt0104979
IRS990/CYOtherRevenueAmt0-70293
IRS990/CYProgramServiceRevenueAmt063742
IRS990/CYRevenuesLessExpensesAmt0-487898
IRS990/CYSalariesCompEmpBnftPaidAmt014
IRS990/CYTotalExpensesAmt0504993
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017095
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THESE EXPENSES ARE ALL RELATED TO THE ORGANIZATION'S FUNCTION OF PROVIDING HOUSING AND WELFARE SERVICES FOR ELDERLY INDIVIDUALS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0501509
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02000
IRS990/FeesForServicesAccountingGrp/TotalAmt02000
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt07664
IRS990/FeesForServicesLegalGrp/TotalAmt07664
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt076465
IRS990/FeesForServicesManagementGrp/TotalAmt076465
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER CALLAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN RAMSAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt219800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0400000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0400000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0400000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0111388
IRS990/GrossRentsGrp/RealAmt024000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01484
IRS990/InsuranceGrp/TotalAmt01484
IRS990/InterestGrp/ProgramServicesAmt04242
IRS990/InterestGrp/TotalAmt04242
IRS990/InvestmentIncomeGrp/ExclusionAmt023646
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023646
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0692010
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01036952
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0954140
IRS990/LandBldgEquipCostOrOtherBssAmt01646150
IRS990/LegalDomicileStateCd0CT
IRS990/LessRentalExpensesGrp/RealAmt094293
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HOUSING AND WELFARE FOR THE ELDERLY AND EDUCATIONAL PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02118531
IRS990/NetAssetsOrFundBalancesEOYAmt01630633
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-70293
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-70293
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt013124
IRS990/OfficeExpensesGrp/TotalAmt013124
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt0170000
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt0170000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01999
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01786
IRS990/PrincipalOfficerNm0PETER CALLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt063742
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt063742
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01467610
IRS990/PYInvestmentIncomeAmt063684
IRS990/PYOtherExpensesAmt075812
IRS990/PYOtherRevenueAmt0-64918
IRS990/PYProgramServiceRevenueAmt0162652
IRS990/PYRevenuesLessExpensesAmt0-1457947
IRS990/PYSalariesCompEmpBnftPaidAmt075943
IRS990/PYTotalExpensesAmt01619365
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0161418
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-487898
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0-70293
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt063742
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0160072
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-327826
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01021928
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0541109
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INSURANCE CLAIM - 2020 AMOUNT: $ 15,922.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0538300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0538300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt047646
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt087684
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt093418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt082173
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt075677
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0386598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063742
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0162652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0250174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0249645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0248496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0974709
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt047646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt087684
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt093418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt082173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt075677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0386598
IRS990ScheduleA/InvestmentIncomeCYPct00.20180
IRS990ScheduleA/InvestmentIncomePYPct00.18230
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt015922
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015922
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78990
IRS990ScheduleA/PublicSupportPY509Pct00.81040
IRS990ScheduleA/PublicSupportTotal509Amt01513009
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0162652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0250174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0249645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0786796
IRS990ScheduleA/Total509Grp/TotalAmt01513009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0250336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0343592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0347740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0862473
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01915529
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0295640
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0685560
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0981200
IRS990ScheduleD/LandGrp/BookValueAmt0647000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0647000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011500
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06450
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017950
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0954140
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0400000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RONCALLI CHARITIES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0222576931
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 427
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006480
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PETER CALLAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD CHAIRMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt076465
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES PAID TO CLAGGAN MANAGEMENT LLC WHICH IS OWNED BY BOARD CHAIRMAN.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLAGGAN MANAGEMENT LLC PERFORMED MANAGEMENT/FINANCIAL/OVERSIGHT DUTIES FOR RONCALLI INSTITUTE DURING FISCAL YEAR 2024. CFO WAS PAID BY CLAGGAN MANAGEMENT STARTING IN 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT REPLACEMENT MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS REVIEWED BY THE BOARD CHAIRMAN AND ACCOUNTING CONSULTANT. A COPY OF THE RETURN IS PROVIDED TO THE ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WE REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY AT OUR REGULAR MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEW AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE AVAILABLE AT THE OFFICE OR AT THE CLIENT'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE DOCUMENTS ARE AVAILABLE AT THE OFFICE OR AT THE CLIENT'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd21
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd31
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd41
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd51
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0RONCALLI INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1RONCALLI INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2RONCALLI INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3RONCALLI INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4RONCALLI INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5RONCALLI INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RONCALLI CHARITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SAINT ELIZABETH MANOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SAINT ELIZABETH MANOR II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3ST CLEMENTS FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4RONCALLI HEALTH CARE CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5RONCALLI HEALTH CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222576931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222554014
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2222543901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3061435991
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4060989438
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5060959671
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOUSING AND WELFARE SERVICES FOR ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HOUSING AND WELFARE SERVICES FOR ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HOUSING AND WELFARE SERVICES FOR ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3MAINTAINING HISTORIC PROPERTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4HOUSING AND WELFARE SERVICES FOR ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5HOUSING AND WELFARE SERVICES FOR ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt5LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01931 PORTLAND COBALT RD PO BOX 427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11931 PORTLAND COBALT RD PO BOX 427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21931 PORTLAND COBALT RD PO BOX 427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31931 PORTLAND COBALT RD PO BOX 427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt41931 PORTLAND COBALT RD PO BOX 427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt51931 PORTLAND COBALT RD PO BOX 427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006480
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106480
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd206480
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd306480
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd406480
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd506480
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0400000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0RONCALLI CHARITIES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02273626

Document Assets

No mirrored PDF or thumbnail assets are attached yet.