Civic Intelligence

Roncalli Institute Inc Group Return

990 • Fiscal year 2017 • EIN 06-1090560

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 15, 2018

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

0.89x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

5.20x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

18th percentile

$80,704

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

27th percentile

-1.0%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-10%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$10,933,908

Down $112,205 (-1.0%) from 2016

Net Assets

Down

$1,156,404

Down $165,975 (-13%) from 2016

Liabilities

Up

$9,777,504

Up $53,770 (+0.6%) from 2016

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin14th percentile

Revenue

Down

$1,881,729

Down $212,626 (-10%) from 2016

Expenses

Down

$2,111,041

Down $61,045 (-2.8%) from 2016

Net Income

Down

-$229,312

Down $151,581 (-195%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2017

Assets$10,933,908
Liabilities$9,777,504
Net Assets$1,156,404
Open 2017 Filing

Operations Trend

Revenue Growth17th 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

2017

Revenue$1,881,729
Expenses$2,111,041
Net Income-$229,312
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 15, 2018
Return Version
2016v3.0
Gross Receipts
$2,426,066
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$9,383,747$9,017,260▼ $366,487
Loans From Officers Directors$3,473,080$3,402,980▼ $70,100
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$590,586$603,868▲ $13,282
Savings and Temporary Cash Investments$491,625$550,973▲ $59,348
Cash and Non-Interest-Bearing Accounts$323,752$412,631▲ $88,879
Intangible Assets$23,528$58,263▲ $34,735
Accounts Receivable$9,978$37,014▲ $27,036
Prepaid Expenses and Deferred Charges$13,767$19,356▲ $5,589
Rtn Earn Endowment Incm Other Fnds$-1,476,163$-1,642,138▼ $165,975
Total Assets$11,046,113$10,933,908▼ $112,205
Other Assets Total$209,130$234,543▲ $25,413
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,745,162$5,556,564▼ $188,598
Other Liabilities$96,684$488,629▲ $391,945
Accounts Payable and Accrued Expenses$408,808$329,331▼ $79,477
Total Liabilities$9,723,734$9,777,504▲ $53,770
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,322,379$1,156,404▼ $165,975
Total Liabilities and Net Assets / Fund Balance$11,046,113$10,933,908▼ $112,205

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,264,921$9,910,224$17,175,145
Land$1,296,882-$1,296,882
Equipment$260,300$921,406$1,181,706
Other Land Buildings$195,157$37,702$232,859
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Madeline DohertyFormer Trustee/admin St. ElizabethFT$65,914$14,790$80,704
rev EDWARD C DOHERTYCHAIRMAN/secretaryPT-$57,100$57,100
Daniel LoosPresidentPT-$48,560$48,560

Board Members and Trustees

NameTitle
Susan BransfieldDirector
John SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,618
Program Service Revenue
$1,831,102
Investment Income
$-39,534
Other Revenue
$7,543
All Other Contributions
$82,618
Change in Net Assets
$-229,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,741,548
Salaries, Compensation, and Employee Benefits$367,893
Grants and Similar Amounts Paid$1,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$513,662--$513,662
Occupancy$422,235--$422,235
Depreciation Depletion$244,701--$244,701
Other Salaries and Wages$145,930$86,091-$232,021
Fees for Services Management-$124,681-$124,681
Insurance$94,101$1,374-$95,475
Comp Disqual Persons-$94,875-$94,875
Office Expenses$7,753$21,443-$29,196
Payroll Taxes$28,436--$28,436
Fees for Services Accounting$7,500$18,791-$26,291
Advertising$17,812--$17,812
Other Employee Benefits$12,561--$12,561
Fees for Services Other$7,327--$7,327
Other Expenses$2,941$2,656-$2,941
Grants to Domestic Orgs$1,600--$1,600
Fees for Services Legal$1,593--$1,593
Travel$1,277--$1,277
Total Functional Expenses$1,761,130$349,911$0$2,111,041
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
-Corporation Is Owned by Board ChairReal Estate RentalNo$300,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$3,473,080$3,402,980▼ $70,100
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Insurance Proceeds Advanced$386,098
tenant security deposits held in trust$102,531
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
No
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 6

“Edward Doherty is a member per the certificate of incorporation.”

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 complaince 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
2018-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Doherty
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
2
Employees
13
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 531 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/PayrollTaxesGrp/TotalAmt028436
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02045295
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02045295
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013767
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019356
IRS990/PrincipalOfficerNm0Edward Doherty
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME FROM ELD
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01831102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01831102
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0246800
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt084280
IRS990/PYInvestmentIncomeAmt013587
IRS990/PYOtherExpensesAmt01739752
IRS990/PYOtherRevenueAmt0-3311
IRS990/PYProgramServiceRevenueAmt01837279
IRS990/PYRevenuesLessExpensesAmt0-77731
IRS990/PYSalariesCompEmpBnftPaidAmt0348054
IRS990/PYTotalExpensesAmt02172086
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02094355
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-229312
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-92807
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01831102
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1476163
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1642138
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0491625
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0550973
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt080948
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0171800
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0252748
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0other - 2012 Amount: $ 76,500. 2013 Amount: $ 68,260.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0246800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0601500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0944916
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013587
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014258
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021469
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt075564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01831102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01837279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01784343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01873934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01709304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09035962
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014258
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021469
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt075564
IRS990ScheduleA/InvestmentIncomeCYPct00.00740
IRS990ScheduleA/InvestmentIncomePYPct00.00820
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt068260
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt076500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0144760
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95360
IRS990ScheduleA/PublicSupportPY509Pct00.97500
IRS990ScheduleA/PublicSupportTotal509Amt09728130
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt080948
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0171800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0252748
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01913720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02084079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01785388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01886887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02310804
IRS990ScheduleA/Total509Grp/TotalAmt09980878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01928827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02097666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01796531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01969405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02408773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010201202
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/BookValueAmt07264921
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09910224
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017175145
IRS990ScheduleD/EquipmentGrp/BookValueAmt0260300
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0921406
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01181706
IRS990ScheduleD/LandGrp/BookValueAmt01296882
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01296882
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0195157
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt037702
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0232859
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0102531
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1386098
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0tenant security deposits held in trust
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INSURANCE PROCEEDS ADVANCED
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09017260
IRS990ScheduleD/TotalLiabilityAmt0488629
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt065914
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014592
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0198
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MADELINE DOHERTY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER TRUSTEE/ADMIN ST. ELIZABETH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt080704
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0SAINT CLEMENTS INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CORPORATION IS OWNED BY BOARD CHAIR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0300000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0REAL ESTATE RENTAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt03402980
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0refinance existing mortgage, at 4.5% which was the FMR at the refi date
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt04750000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0EDWARD C DOHERTY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Board Chair
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt03402980

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,933,908
Liabilities
$9,777,504
Net assets
$1,156,404
Revenue
$1,881,729
Expenses
$2,111,041
Net income
-$229,312
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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