Civic Intelligence

Roncalli Institute Inc Group Return

990 • Fiscal year 2016 • EIN 06-1090560

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

Organization Profilen/a
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

89th percentile

0.88x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

4.64x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

25th percentile

-3.7%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$84,774

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.8%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$11,046,113

Down $161,855 (-1.4%) from 2015

Net Assets

Down

$1,322,379

Down $40,951 (-3.0%) from 2015

Liabilities

Down

$9,723,734

Down $120,904 (-1.2%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin25th percentile

Revenue

Up

$2,094,355

Up $95,646 (+4.8%) from 2015

Expenses

Down

$2,172,086

Down $757,563 (-26%) from 2015

Net Income

Up

-$77,731

Up $853,209 (+92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2016

Assets$11,046,113
Liabilities$9,723,734
Net Assets$1,322,379
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

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

2016

Revenue$2,094,355
Expenses$2,172,086
Net Income-$77,731
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
$2,515,721
Mission and Program Overview

Mission

Home healthcare and housing for the elderly

To provide housing and welfare services to the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,667,559$9,383,747▼ $283,812
Loans From Officers Directors$4,458,724$3,473,080▼ $985,644
Pd in Cap Srpls Land Bldg Eqp Fund$2,045,295$2,045,295→ $0
Cap Stk Tr Prin Current Funds$753,247$753,247→ $0
Investments in Publicly Traded Securities$487,574$590,586▲ $103,012
Savings and Temporary Cash Investments$429,375$491,625▲ $62,250
Cash and Non-Interest-Bearing Accounts$388,132$323,752▼ $64,380
Intangible Assets$28,234$23,528▼ $4,706
Prepaid Expenses and Deferred Charges$11,782$13,767▲ $1,985
Accounts Receivable$2,097$9,978▲ $7,881
Rtn Earn Endowment Incm Other Fnds$-1,435,212$-1,476,163▼ $40,951
Total Assets$11,207,968$11,046,113▼ $161,855
Other Assets Total$193,215$209,130▲ $15,915
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,001,363$5,745,162▲ $743,799
Accounts Payable and Accrued Expenses$290,885$408,808▲ $117,923
Other Liabilities$93,666$96,684▲ $3,018
Total Liabilities$9,844,638$9,723,734▼ $120,904
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,363,330$1,322,379▼ $40,951
Total Liabilities and Net Assets / Fund Balance$11,207,968$11,046,113▼ $161,855

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,026,083$6,202,387$12,228,470
Other Land Buildings$2,060,782$4,171,598$6,232,380
Land$1,296,882-$1,296,882
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Madeline DohertyFormer trustee / administ St. Elizab-$74,564$13,637$88,201
Madeline DohertyFormer trustee / administ St. Elizabeth Manor-$74,693$10,081$84,774
rev EDWARD C DOHERTYChairmanPT-$55,482$55,482

Board Members and Trustees

NameTitle
Daniel LoosPresident
Susan BransfieldDirector
Siohban M DohertySecretary
John SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$246,800
Program Service Revenue
$1,837,279
Investment Income
$13,587
Other Revenue
$-3,311
All Other Contributions
$246,800
Change in Net Assets
$-77,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,739,752
Salaries, Compensation, and Employee Benefits$348,054
Grants and Similar Amounts Paid$84,280
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$531,024--$531,024
Depreciation Depletion$247,310--$247,310
Other Salaries and Wages$135,732$84,427-$220,159
Occupancy$138,242--$138,242
Fees for Services Management-$135,083-$135,083
Insurance$68,438$65,627-$134,065
Grants to Domestic Orgs$84,280--$84,280
Comp Disqual Persons-$79,020-$79,020
Fees for Services Accounting$16,725$14,089-$30,814
Payroll Taxes$27,636--$27,636
Office Expenses$7,757$16,201-$23,958
Other Employee Benefits$11,810$9,429-$21,239
Advertising$8,983--$8,983
Other Expenses$5,639$6,118-$5,639
Fees for Services Legal$5,000--$5,000
Travel$791--$791
Fees for Services Other$771--$771
Total Functional Expenses$1,762,092$409,994$0$2,172,086
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saints Clements FoundationPortland, CT501(c)(3)General Operating Grant$50,000
Roncalli Institute IncPortland, CT501(c)(3)General Operating Grant$30,000
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
benjamin s dohertyCorporation Is Owned by Board ChairReal Estate RentalNo$300,000
-son of madeline doherty, former officeremploymentNo$43,382

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$4,458,724$3,473,080▼ $985,644
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
tenant security deposits held in trust$96,684
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
No
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

“Soihban Doherty is Edward Doherty's niece.”

Form 990, Part VI, Section A, line 6

“Edward Doherty and Madeline Doherty are members per the certificate of incorporation.”

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

“members elect replacement members”

Form 990, Part VI, Section B, line 11

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

Organization Details

Principal Officer
Edward Doherty
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
4
Employees
15
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Kimberly Nardone
Phone
9592007000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“other -4,317.”

Raw XML AppendixShowing 400 of 552 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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IRS990/OtherExpensesGrp/TotalAmt292591
IRS990/OtherExpensesGrp/TotalAmt35639
IRS990/OtherLiabilitiesGrp/BOYAmt093666
IRS990/OtherLiabilitiesGrp/EOYAmt096684
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0site fee
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0118055
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0118055
IRS990/OtherRevenueTotalAmt0118055
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084427
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0135732
IRS990/OtherSalariesAndWagesGrp/TotalAmt0220159
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt027636
IRS990/PayrollTaxesGrp/TotalAmt027636
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02045295
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02045295
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011782
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013767
IRS990/PrincipalOfficerNm0Edward Doherty
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME FROM ELDERLY HOUSIN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01837279
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01837279
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01045
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0950079
IRS990/PYInvestmentIncomeAmt0248930
IRS990/PYOtherExpensesAmt01573288
IRS990/PYOtherRevenueAmt0-35609
IRS990/PYProgramServiceRevenueAmt01784343
IRS990/PYRevenuesLessExpensesAmt0-930940
IRS990/PYSalariesCompEmpBnftPaidAmt0406282
IRS990/PYTotalExpensesAmt02929649
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01998709
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-77731
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-121366
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01837279
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1435212
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1476163
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0429375
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0491625
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0other - 2011 Amount: $ 34,603. 2012 Amount: $ 76,500. 2013 Amount: $ 68,260.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0246800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0601500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0115278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0977576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013587
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014258
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021469
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027792
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt088249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01837279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01784343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01873934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01709304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02253326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09458186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014258
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021469
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027792
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt088249
IRS990ScheduleA/InvestmentIncomeCYPct00.00820
IRS990ScheduleA/InvestmentIncomePYPct00.13270
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt068260
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt076500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt034603
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0179363
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97500
IRS990ScheduleA/PublicSupportPY509Pct00.81470
IRS990ScheduleA/PublicSupportTotal509Amt010435762
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02084079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01785388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01886887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02310804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02368604
IRS990ScheduleA/Total509Grp/TotalAmt010435762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02097666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01796531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01969405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02408773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02430999
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010703374
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/BookValueAmt06026083
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06202387
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012228470
IRS990ScheduleD/LandGrp/BookValueAmt01296882
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01296882
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02060782
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04171598
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06232380
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt096684
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0tenant security deposits held in trust
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09383747
IRS990ScheduleD/TotalLiabilityAmt096684
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RONCALLI INSTITUTE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAINTS CLEMENTS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0060972317
IRS990ScheduleI/RecipientTable/RecipientEIN1061435991
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01931 PORTLAND COBALT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11931 PORTLAND COBALT ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006426
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106480
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are monitored by management through review of financial reporting provided by the recipient.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt074564
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013508
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MADELINE DOHERTY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Former trustee / administ St. Elizab

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Filings

Displayed year

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

Open filing
Assets
$11,046,113
Liabilities
$9,723,734
Net assets
$1,322,379
Revenue
$2,094,355
Expenses
$2,172,086
Net income
-$77,731
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
Peer Organizations

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