Civic Intelligence

Roncalli Institute Inc Group Return

EIN 06-1090560 • 501(c)3 • Portland, CT

Profile

Housing and welfare for the elderly

PO Box 427Portland, CT 06480

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.40x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

1.63x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$19,800

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$10,937,337

Down $1,998,051 (-15%) from 2023

Liabilities

Down

$4,409,997

Down $2,455,942 (-36%) from 2023

Net Assets

Up

$6,527,340

Up $457,891 (+7.5%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin72nd percentile

Revenue

Down

$2,712,426

Down $4,392,784 (-62%) from 2023

Expenses

Up

$2,230,621

Up $57,074 (+2.6%) from 2023

Net Income

Down

$481,805

Down $4,449,858 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $15,898,083Liabilities 2010: $13,060,300Net Assets 2010: $2,837,7832010Assets 2011: $15,366,070Liabilities 2011: $12,567,528Net Assets 2011: $2,798,5422011Assets 2012: $14,056,492Liabilities 2012: $10,098,729Net Assets 2012: $3,957,7632012Assets 2013: $11,860,768Liabilities 2013: $9,187,000Net Assets 2013: $2,673,7682013Assets 2014: $11,194,862Liabilities 2014: $8,639,801Net Assets 2014: $2,555,0612014Assets 2015: $11,207,968Liabilities 2015: $9,844,638Net Assets 2015: $1,363,3302015Assets 2016: $11,046,113Liabilities 2016: $9,723,734Net Assets 2016: $1,322,3792016Assets 2017: $10,933,908Liabilities 2017: $9,777,504Net Assets 2017: $1,156,4042017Assets 2018: $13,526,293Liabilities 2018: $12,171,122Net Assets 2018: $1,355,1712018Assets 2019: $13,107,323Liabilities 2019: $11,572,068Net Assets 2019: $1,535,2552019Assets 2020: $12,657,682Liabilities 2020: $11,081,785Net Assets 2020: $1,575,8972020Assets 2021: $12,264,672Liabilities 2021: $10,833,074Net Assets 2021: $1,431,5982021Assets 2022: $11,934,891Liabilities 2022: $10,807,885Net Assets 2022: $1,127,0062022Assets 2023: $12,935,388Liabilities 2023: $6,865,939Net Assets 2023: $6,069,4492023Assets 2024: $10,937,337Liabilities 2024: $4,409,997Net Assets 2024: $6,527,3402024

Highlighted filing

2024

Assets$10,937,337
Liabilities$4,409,997
Net Assets$6,527,340
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,808,2342010Expenses 2011: $2,829,4582011Revenue 2012: $3,635,606Expenses 2012: $2,515,137Net Income 2012: $1,120,4692012Revenue 2013: $2,074,330Expenses 2013: $3,432,401Net Income 2013: -$1,358,0712013Revenue 2014: $1,870,716Expenses 2014: $2,088,751Net Income 2014: -$218,0352014Revenue 2015: $1,998,709Expenses 2015: $2,929,649Net Income 2015: -$930,9402015Revenue 2016: $2,094,355Expenses 2016: $2,172,086Net Income 2016: -$77,7312016Revenue 2017: $1,881,729Expenses 2017: $2,111,041Net Income 2017: -$229,3122017Revenue 2018: $2,236,006Expenses 2018: $2,097,245Net Income 2018: $138,7612018Revenue 2019: $2,287,068Expenses 2019: $2,123,050Net Income 2019: $164,0182019Revenue 2020: $2,360,288Expenses 2020: $2,372,449Net Income 2020: -$12,1612020Revenue 2021: $1,942,699Expenses 2021: $2,193,818Net Income 2021: -$251,1192021Revenue 2022: $2,010,323Expenses 2022: $2,117,600Net Income 2022: -$107,2772022Revenue 2023: $7,105,210Expenses 2023: $2,173,547Net Income 2023: $4,931,6632023Revenue 2024: $2,712,426Expenses 2024: $2,230,621Net Income 2024: $481,8052024

Highlighted filing

2024

Revenue$2,712,426
Expenses$2,230,621
Net Income$481,805
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,937,337
Liabilities
$4,409,997
Net assets
$6,527,340
Revenue
$2,712,426
Expenses
$2,230,621
Net income
$481,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.9$4.41$6.53$2.71$2.23$0.48
2023Detailed filing. Detailed filing data is available for this year.$12.9$6.87$6.07$7.11$2.17$4.93
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$10.8$1.13$2.01$2.12$0.11
2021Detailed filing. Detailed filing data is available for this year.$12.3$10.8$1.43$1.94$2.19$0.25
2020Detailed filing. Detailed filing data is available for this year.$12.7$11.1$1.58$2.36$2.37$0.01
2019Detailed filing. Detailed filing data is available for this year.$13.1$11.6$1.54$2.29$2.12$0.16
2018Detailed filing. Detailed filing data is available for this year.$13.5$12.2$1.36$2.24$2.10$0.14
2017Detailed filing. Detailed filing data is available for this year.$10.9$9.78$1.16$1.88$2.11$0.23
2016Detailed filing. Detailed filing data is available for this year.$11.0$9.72$1.32$2.09$2.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$11.2$9.84$1.36$2.00$2.93$0.93
2014Detailed filing. Detailed filing data is available for this year.$11.2$8.64$2.56$1.87$2.09$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$9.19$2.67$2.07$3.43$1.36
2012Summary only. Only limited summary data is available for this year.$14.1$10.1$3.96$3.64$2.52$1.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$12.6$2.80$2.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$13.1$2.84$2.81
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
$3,102,063
Mission and Program Overview

Mission

Home healthcare and housing for the elderly

Housing for the elderly, historic estate preservation and charitable giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,133,800$7,681,507▼ $452,293
Rtn Earn Endowment Incm Other Fnds$3,270,907$3,728,798▲ $457,891
Pd in Cap Srpls Land Bldg Eqp Fund$2,045,295$2,045,295→ $0
Savings and Temporary Cash Investments$2,084,878$1,044,738▼ $1,040,140
Cap Stk Tr Prin Current Funds$753,247$753,247→ $0
Investments in Publicly Traded Securities$559,302$0▼ $559,302
Cash and Non-Interest-Bearing Accounts$198,198$308,646▲ $110,448
Intangible Assets$127,924$120,793▼ $7,131
Prepaid Expenses and Deferred Charges$143,860$85,960▼ $57,900
Accounts Receivable$9,591$5,472▼ $4,119
Other Notes and Loans Receivable, Net-$0-
Total Assets$12,935,388$10,937,337▼ $1,998,051
Other Assets Total$1,677,835$1,690,221▲ $12,386
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,617,445$4,138,221▼ $2,479,224
Accounts Payable and Accrued Expenses$136,552$161,182▲ $24,630
Escrow Account Liability$109,395$107,220▼ $2,175
Deferred Revenue$2,539$3,366▲ $827
Other Liabilities$8$8→ $0
Total Liabilities$6,865,939$4,409,997▼ $2,455,942
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,069,449$6,527,340▲ $457,891
Total Liabilities and Net Assets / Fund Balance$12,935,388$10,937,337▼ $1,998,051

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,030,597$13,397,552$19,428,149
Land$1,296,882-$1,296,882
Equipment$344,170$673,462$1,017,632
Other Land Buildings$9,858$39,543$49,401
Other Assets Org$1,690,221--
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleOtherTotal
Jonathan RamsayCFO$19,800$19,800

Board Members and Trustees

NameTitle
Peter CallanChairman/secretary
John SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$425,300
Program Service Revenue
$2,193,292
Investment Income
$134,049
Other Revenue
$-40,215
All Other Contributions
$425,300
Change in Net Assets
$481,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,870,293
Salaries, Compensation, and Employee Benefits$336,530
Grants and Similar Amounts Paid$23,798
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$459,018--$459,018
Depreciation Depletion$361,091--$361,091
Interest$297,335--$297,335
Other Salaries and Wages-$283,473-$283,473
Fees for Services Management-$181,870-$181,870
Insurance$145,819--$145,819
Office Expenses$46,719--$46,719
Fees for Services Accounting-$45,998-$45,998
Payroll Taxes$38,977--$38,977
Grants to Domestic Orgs$23,798--$23,798
Other Employee Benefits$14,080--$14,080
Advertising$3,954--$3,954
Other Expenses$1,976--$1,976
Fees for Services Other$1,551--$1,551
All Other Expenses$1,417--$1,417
Travel$1,050--$1,050
Fees for Services Legal-$825-$825
Total Functional Expenses$1,718,455$512,166$0$2,230,621
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make-a-wish Foundation of ConnecticutTrumbull, CT501(c)(3)To Support Adopt-a-wish Program$10,000
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 ChairmanBoard Chairman Owns the Corporation Saint Clements Inc Which Pays Rental Income to Roncalli Group.No$228,000
Peter CallanBoard ChairmanManagement Fees Paid to Claggan Management LLC Which Is Owned by Board ChairmanNo$131,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Rent$8
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
No
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 general management/financial/oversight duties in fiscal year 2024.”

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

“Members elect replacement members”

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

“Form 990 is reviewed by the board chairman and cfo. A copy of the return is provided to each board member prior to filing.”

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

“The organization regularly and consistently monitors and enforces compliance with the policy at their board meeting.”

Form 990, Part VI, Section B, Line 15A

“Compensation changes are reviewed at the board meeting.”

Form 990, Part VI, Section C, Line 19

“The documents are available at the organization's main office located at 1931 portland-cobalt road, portland, ct”

Filing and Contact Details

Filer

Filer Name
Roncalli Institute Inc Group Return
EIN
06-1090560
Phone
8603242224
Address
PO BOX 427, PORTLAND, CT 06480

Signing Officer

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

Organization Details

Principal Officer
Peter Callan
Legal Domicile
Ct
Voting Board Members
2
Independent Board Members
1
Employees
11
Volunteers
2

Preparer

Firm
Cohnreznick Advisory LLC
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Lori Rothe Yokobosky
Phone
9592007000
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Tenant security deposits held in trust”

Raw XML AppendixShowing 400 of 498 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/BOYAmt0136552
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0161182
IRS990/AccountsReceivableGrp/BOYAmt09591
IRS990/AccountsReceivableGrp/EOYAmt05472
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HOUSING FOR THE ELDERLY, HISTORIC ESTATE PRESERVATION AND CHARITABLE GIVING.
IRS990/AdvertisingGrp/ProgramServicesAmt03954
IRS990/AdvertisingGrp/TotalAmt03954
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt0425300
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01417
IRS990/AllOtherExpensesGrp/TotalAmt01417
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JONATHAN RAMSAY
IRS990/BooksInCareOfDetail/PhoneNum08603422224
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01931 PORTLAND COBALT ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006480
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0753247
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0753247
IRS990/CashNonInterestBearingGrp/BOYAmt0198198
IRS990/CashNonInterestBearingGrp/EOYAmt0308646
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0425300
IRS990/CYGrantsAndSimilarPaidAmt023798
IRS990/CYInvestmentIncomeAmt0134049
IRS990/CYOtherExpensesAmt01870293
IRS990/CYOtherRevenueAmt0-40215
IRS990/CYProgramServiceRevenueAmt02193292
IRS990/CYRevenuesLessExpensesAmt0481805
IRS990/CYSalariesCompEmpBnftPaidAmt0336530
IRS990/CYTotalExpensesAmt02230621
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02712426
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02539
IRS990/DeferredRevenueGrp/EOYAmt03366
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0361091
IRS990/DepreciationDepletionGrp/TotalAmt0361091
IRS990/Desc0HOUSING FOR THE ELDERLY, HISTORIC ESTATE PRESERVATION AND CHARITABLE GIVING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0109395
IRS990/EscrowAccountLiabilityGrp/EOYAmt0107220
IRS990/ExpenseAmt01718455
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045998
IRS990/FeesForServicesAccountingGrp/TotalAmt045998
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0825
IRS990/FeesForServicesLegalGrp/TotalAmt0825
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0181870
IRS990/FeesForServicesManagementGrp/TotalAmt0181870
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01551
IRS990/FeesForServicesOtherGrp/TotalAmt01551
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
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/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt219800
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-7725
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt023798
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt023798
IRS990/GrantsToDomesticOrgsGrp/TotalAmt023798
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0500
IRS990/GrossReceiptsAmt03102063
IRS990/GrossRentsGrp/RealAmt0228000
IRS990/GroupExemptionNum03040
IRS990/GroupReturnForAffiliatesInd01
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0145819
IRS990/InsuranceGrp/TotalAmt0145819
IRS990/IntangibleAssetsGrp/BOYAmt0127924
IRS990/IntangibleAssetsGrp/EOYAmt0120793
IRS990/InterestGrp/ProgramServicesAmt0297335
IRS990/InterestGrp/TotalAmt0297335
IRS990/InvestmentIncomeGrp/ExclusionAmt0141774
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0141774
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0559302
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014110557
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08133800
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07681507
IRS990/LandBldgEquipCostOrOtherBssAmt021792064
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt08225
IRS990/LessRentalExpensesGrp/RealAmt0381412
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt01697
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0113197
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt0111500
IRS990/MissionDesc0HOUSING FOR THE ELDERLY, HISTORIC ESTATE PRESERVATION AND CHARITABLE GIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06617445
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04138221
IRS990/NetAssetsOrFundBalancesBOYAmt06069449
IRS990/NetAssetsOrFundBalancesEOYAmt06527340
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-7725
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7725
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-153412
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-153412
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-19126
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0459018
IRS990/OccupancyGrp/TotalAmt0459018
IRS990/OfficeExpensesGrp/ProgramServicesAmt046719
IRS990/OfficeExpensesGrp/TotalAmt046719
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01677835
IRS990/OtherAssetsTotalGrp/EOYAmt01690221
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014080
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014080
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0321670
IRS990/OtherExpensesGrp/ProgramServicesAmt11976
IRS990/OtherExpensesGrp/TotalAmt0321670
IRS990/OtherExpensesGrp/TotalAmt11976
IRS990/OtherLiabilitiesGrp/BOYAmt08
IRS990/OtherLiabilitiesGrp/EOYAmt08
IRS990/OtherRevenueTotalAmt0113197
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0283473
IRS990/OtherSalariesAndWagesGrp/TotalAmt0283473
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt038977
IRS990/PayrollTaxesGrp/TotalAmt038977
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02045295
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02045295
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0143860
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085960
IRS990/PrincipalOfficerNm0PETER CALLAN
IRS990/PriorPeriodAdjustmentsAmt0-4788
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME FROM ELDERLY HOUSIN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02193292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02193292
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04959994
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt08600
IRS990/PYInvestmentIncomeAmt031915
IRS990/PYOtherExpensesAmt01861165
IRS990/PYOtherRevenueAmt0-49959
IRS990/PYProgramServiceRevenueAmt02163260
IRS990/PYRevenuesLessExpensesAmt04931663
IRS990/PYSalariesCompEmpBnftPaidAmt0303782
IRS990/PYTotalExpensesAmt02173547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07105210
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0481805
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-153412
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02193292
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03270907
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03728798
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02084878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01044738
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0425000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt04958011
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0300000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt05683011
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REAL ESTATE TAX APPEAL - 2019 AMOUNT: $ 139,683. OTHER INCOME - 2020 AMOUNT: $ 68,242. 2021 AMOUNT: $ 1,712. 2022 AMOUNT: $ 1,532. 2023 AMOUNT: $ 113,197.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0425300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04959994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0305005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05724413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0369774
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0286899
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0240319
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0239287
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0274472
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01410751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02193292
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02163260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02029871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01900179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01920660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010207262
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0369774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0286899
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0240319
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0239287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0274472
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01410751
IRS990ScheduleA/InvestmentIncomeCYPct00.07990
IRS990ScheduleA/InvestmentIncomePYPct00.07530
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0113197
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01532
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01712
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt068242
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0139683
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0324366
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.58010
IRS990ScheduleA/PublicSupportPY509Pct00.56770
IRS990ScheduleA/PublicSupportTotal509Amt010248664
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0425000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt04958011
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0300000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05683011
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02618592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07123254
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02030621
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01933543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02225665
IRS990ScheduleA/Total509Grp/TotalAmt015931675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03101563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07411685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02272652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02241072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02639820
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017666792
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0109395
IRS990ScheduleD/BuildingsGrp/BookValueAmt06030597
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013397552
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt019428149
IRS990ScheduleD/DistributionsDuringYearAmt02175
IRS990ScheduleD/EndingBalanceAmt0107220
IRS990ScheduleD/EquipmentGrp/BookValueAmt0344170
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0673462
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01017632
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt01296882
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01296882
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01690221
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE CASH ACCOUNTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09858
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039543
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID RENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TENANT SECURITY DEPOSITS HELD IN TRUST
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07681507
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01690221
IRS990ScheduleD/TotalLiabilityAmt08
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT ADOPT-A-WISH PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAKE-A-WISH FOUNDATION OF CONNECTICUT
IRS990ScheduleI/RecipientTable/RecipientEIN0222710919
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt056 COMMERCE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TRUMBULL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006611
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PETER CALLAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1PETER CALLAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD CHAIRMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD CHAIRMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0228000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1131000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BOARD CHAIRMAN OWNS THE CORPORATION SAINT CLEMENTS INC WHICH PAYS RENTAL INCOME TO RONCALLI GROUP.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MANAGEMENT FEES PAID TO CLAGGAN MANAGEMENT LLC WHICH IS OWNED BY BOARD CHAIRMAN
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLAGGAN MANAGEMENT LLC PERFORMED GENERAL MANAGEMENT/FINANCIAL/OVERSIGHT DUTIES IN FISCAL YEAR 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT REPLACEMENT MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE BOARD CHAIRMAN AND CFO. A COPY OF THE RETURN IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY AT THEIR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION CHANGES ARE REVIEWED AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S MAIN OFFICE LOCATED AT 1931 PORTLAND-COBALT ROAD, PORTLAND, CT
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RONCALLI INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060972317
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICES TO THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01931 PORTLAND COBALT ROAD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.