Civic Intelligence

Roncalli Institute Inc.

990 • Fiscal year 2016 • EIN 06-0972317

Oct 01, 2015 to Sep 30, 2016 • Filed on Apr 25, 2017

Organization Profilen/a

View Organization Page

PO Box 427portland, CT 06480

(860) 324-2224

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$51,889

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-3.6%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,215,867

Up $823,417 (+34%) from 2015

Net Assets

Up

$3,176,753

Up $810,747 (+34%) from 2015

Liabilities

Up

$39,114

Up $12,670 (+48%) from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Down

$1,267,542

Down $47,691 (-3.6%) from 2015

Expenses

Down

$456,695

Down $139,344 (-23%) from 2015

Net Income

Up

$810,847

Up $91,653 (+13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2016

Assets$3,215,867
Liabilities$39,114
Net Assets$3,176,753
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$1,267,542
Expenses$456,695
Net Income$810,847
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Apr 25, 2017
Return Version
2015v3.0
Gross Receipts
$1,370,817
Mission and Program Overview

Mission

Home healthcare for the elderly.

Housing and welfare FOR THE ELDERLY.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,987,911$1,992,350▲ $4,439
Cap Stk Tr Prin Current Funds$1,503,653$1,503,653→ $0
Rtn Earn Endowment Incm Other Fnds$692,352$1,503,100▲ $810,748
Receivable From Disqualified Prsn$0$1,001,194▲ $1,001,194
Cash and Non-Interest-Bearing Accounts$282,582$191,098▼ $91,484
Pd in Cap Srpls Land Bldg Eqp Fund$170,000$170,000→ $0
Other Notes and Loans Receivable, Net-$23,165-
Savings and Temporary Cash Investments$121,957$8,060▼ $113,897
Total Assets$2,392,450$3,215,867▲ $823,417
Liabilities
Accounts Payable and Accrued Expenses$26,445$39,114▲ $12,669
Total Liabilities$26,445$39,114▲ $12,669
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,366,005$3,176,753▲ $810,748
Total Liabilities and Net Assets / Fund Balance$2,392,450$3,215,867▲ $823,417

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,326,880$170,297$1,497,177
Land$647,000-$647,000
Equipment$9,620$6,607$16,227
Other Land Buildings$8,850$150$9,000
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rev Edward C DohertyChairmanPT$46,263$5,626$51,889

Board Members and Trustees

NameTitle
Daniel LoosPresident
susan bransfielddirector
Siohban M DohertySecretary
John SullivanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
St Clements INCManagement1931 PORTLAND COBALT RD, Portland, CT 06480$108,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,027,788
Program Service Revenue
$296,309
Investment Income
$34,369
Other Revenue
$-90,924
All Other Contributions
$1,027,788
Change in Net Assets
$810,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$205,761
Grants and Similar Amounts Paid$158,150
Other Expenses$92,784
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$158,150--$158,150
Other Salaries and Wages$104,680--$104,680
Current Officers, Directors, Trustees, and Key Employees$81,346--$81,346
Advertising$57,740--$57,740
Payroll Taxes$18,790--$18,790
Office Expenses$14,467--$14,467
Insurance$6,356--$6,356
Fees for Services Legal-$5,214-$5,214
Fees for Services Accounting-$4,675-$4,675
Travel$1,850--$1,850
Other Expenses$1,359--$1,359
Fees for Services Other$1,123--$1,123
Other Employee Benefits$945--$945
Total Functional Expenses$446,806$9,889$0$456,695
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roncalli Charitiesportland, CT501(c)(3)housing and welfare services for elderly$136,800
St Clements Foundation Incportland, CT501(c)(3)housing and welfare services for elderly$20,000
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
-Rev Doherty is the sole member of St. Clements Trust LLC and is on the BODcontributionNo$1,000,000
Rev Edward C DohertyCorporation Is Owned by the Board ChairFees Paid to Roncalli Institute Under Mgmt AgreementNo$108,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$1,001,194▲ $1,001,194
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 family members
Yes
Business relationship with organization members
No
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
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Siobhan DOHERTY IS EDWARD DOHERTY'S NIECE.”

Form 990, Part VI, Section A, line 6

“Edward doherty and madeline doherty are members (per certificate of incorporation).”

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

“Members elect replacement members.”

Form 990, Part VI, Section B, line 11

“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
edward doherty
Title
Chairman of the Board
Phone
8603242224
Signed
2017-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
edward doherty
Formed
1976
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Kimberly Nardone
Phone
9592007000
Raw XML AppendixShowing 400 of 559 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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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0130000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01157558
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0other - 2012 Amount: $ 22,340. 2013 Amount: $ 31,200. 2015 Amount: $ 351.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01027788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01062556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0142540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01939744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04222628
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt046369
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0371
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt081416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0296309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0278759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0327895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0311020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0259249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01473232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt046369
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt081416
IRS990ScheduleA/InvestmentIncomeCYPct00.01400
IRS990ScheduleA/InvestmentIncomePYPct00.00750
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0351
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt031200
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt022340
IRS990ScheduleA/OtherIncome509Grp/TotalAmt053891
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77830
IRS990ScheduleA/PublicSupportPY509Pct00.95350
IRS990ScheduleA/PublicSupportTotal509Amt04538302
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01027558
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0130000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01157558
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01324097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01341315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0470435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02250764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0309249
IRS990ScheduleA/Total509Grp/TotalAmt05695860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01370817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01354410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0514911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02281409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0309620
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05831167
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01326880
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0170297
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01497177
IRS990ScheduleD/EquipmentGrp/BookValueAmt09620
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06607
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016227
IRS990ScheduleD/LandGrp/BookValueAmt0647000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0647000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08850
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0150
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01992350
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0136800
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0housing and welfare services for elderly
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1housing and welfare services for elderly
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RONCALLI CHARITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST CLEMENTS FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0222576931
IRS990ScheduleI/RecipientTable/RecipientEIN1061435991
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01931 PORTLAND COBALT RD PO BOX 427
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11931 PORTLAND COBALT RD PO BOX 427
IRS990ScheduleI/RecipientTable/USAddress/CityNm0portland
IRS990ScheduleI/RecipientTable/USAddress/CityNm1portland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006480
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106480
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0ST CLEMENTS INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0REV EDWARD C DOHERTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CORPORATION IS OWNED BY THE BOARD CHAIR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Rev Doherty is the sole member of St. Clements Trust LLC and is on the BOD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0108000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt11000000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FEES PAID TO RONCALLI INSTITUTE UNDER MGMT AGREEMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1contribution
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0985644
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt115550
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0ST CLEMENTS FOUNDATION LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1ST ELIZABETH MANOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0MORTGAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01000000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt115550
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT IS SAME AS BOARD CHAIR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1MANAGED BY RONCALLI HEALTH CARE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/TotalBalanceDueAmt01001194
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Siobhan DOHERTY IS EDWARD DOHERTY'S NIECE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDWARD DOHERTY AND MADELINE DOHERTY ARE MEMBERS (PER CERTIFICATE OF INCORPORATION).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT REPLACEMENT MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4WE REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY AT OUR REGULAR MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEW AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE DOCUMENTS ARE AVAILABLE AT THE OFFICE OR AT THE CLIENT'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE DOCUMENTS ARE AVAILABLE AT THE OFFICE OR AT THE CLIENT'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
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

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,215,867
Liabilities
$39,114
Net assets
$3,176,753
Revenue
$1,267,542
Expenses
$456,695
Net income
$810,847
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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