Civic Intelligence

Roncalli Institute Inc Group Return

990 • Fiscal year 2018 • EIN 06-1090560

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 05, 2019

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

0.90x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

5.44x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

60th percentile

6.2%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

16th percentile

$72,192

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

87th percentile

24%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$13,526,293

Up $2,592,385 (+24%) from 2017

Net Assets

Up

$1,355,171

Up $198,767 (+17%) from 2017

Liabilities

Up

$12,171,122

Up $2,393,618 (+24%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin60th percentile

Revenue

Up

$2,236,006

Up $354,277 (+19%) from 2017

Expenses

Down

$2,097,245

Down $13,796 (-0.7%) from 2017

Net Income

Up

$138,761

Up $368,073 (+161%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2018

Assets$13,526,293
Liabilities$12,171,122
Net Assets$1,355,171
Open 2018 Filing

Operations Trend

Revenue Growth76th 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

2018

Revenue$2,236,006
Expenses$2,097,245
Net Income$138,761
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 5, 2019
Return Version
2017v2.3
Gross Receipts
$2,647,512
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$9,017,260$9,686,863▲ $669,603
Loans From Officers Directors$3,402,980$3,302,980▼ $100,000
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$603,868$665,685▲ $61,817
Savings and Temporary Cash Investments$550,973$285,636▼ $265,337
Cash and Non-Interest-Bearing Accounts$412,631$202,045▼ $210,586
Intangible Assets$58,263$163,586▲ $105,323
Prepaid Expenses and Deferred Charges$19,356$84,259▲ $64,903
Accounts Receivable$37,014--
Rtn Earn Endowment Incm Other Fnds$-1,642,138$-1,443,371▲ $198,767
Total Assets$10,933,908$13,526,293▲ $2,592,385
Other Assets Total$234,543$2,438,219▲ $2,203,676
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,556,564$8,368,705▲ $2,812,141
Accounts Payable and Accrued Expenses$329,331$388,031▲ $58,700
Other Liabilities$488,629$111,406▼ $377,223
Total Liabilities$9,777,504$12,171,122▲ $2,393,618
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,156,404$1,355,171▲ $198,767
Total Liabilities and Net Assets / Fund Balance$10,933,908$13,526,293▲ $2,592,385

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,516,917$10,369,049$17,885,966
Land$1,296,882-$1,296,882
Equipment$235,240$934,537$1,169,777
Other Land Buildings$637,824$39,830$677,654
Other Assets Org$2,438,219--
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Daniel LoosPresidentPT$72,192$72,192
Rev Edward C DohertyChairman/secretaryPT$58,769$58,769

Board Members and Trustees

NameTitle
Susan BransfieldMember
John SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,025
Program Service Revenue
$1,878,878
Investment Income
$17,719
Other Revenue
$239,384
All Other Contributions
$100,025
Change in Net Assets
$138,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,650,441
Salaries, Compensation, and Employee Benefits$371,657
Grants and Similar Amounts Paid$75,147
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$517,669--$517,669
Occupancy$423,584--$423,584
Depreciation Depletion$245,909--$245,909
Other Salaries and Wages$148,451$90,520-$238,971
Fees for Services Management-$128,906-$128,906
Insurance$107,271$1,368-$108,639
Comp Disqual Persons-$93,958-$93,958
Grants to Domestic Orgs$75,147--$75,147
Fees for Services Accounting$15,900$18,042-$33,942
Payroll Taxes$27,943--$27,943
Office Expenses$9,311$18,195-$27,506
Advertising$26,122--$26,122
Other Employee Benefits$10,785--$10,785
Fees for Services Legal$3,250--$3,250
Other Expenses$2,940$3,037-$2,940
Travel$1,799--$1,799
Fees for Services Other$418--$418
Total Functional Expenses$1,743,219$354,026$0$2,097,245
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Apostles College and SeminaryCromwell, CT501c3Education$25,000
Make-a-wish FoundationPhoenix, AZ501c3Helping Those in Need/health$20,000
East Hampton Lions Charities IncEast Hampton, CT501c3Help Those in Need$10,000
St Vincent De PaulMiddletown, CT501c3Helping Poor/less Fortunate$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
Madeline DohertyCorporation Is Owned by Board ChairReal Estate RentalNo$264,000
-Niece of Board Member Edward DohertyCompensation as Administrator of Sem.No$93,958

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$3,402,980$3,302,980▼ $100,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits Held in Trust$111,406
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 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
2019-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Doherty
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
2
Employees
9
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 534 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/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019356
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt084259
IRS990/PrincipalOfficerNm0EDWARD DOHERTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME FROM ELDERLY HOUSIN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01878878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01878878
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt082618
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01600
IRS990/PYInvestmentIncomeAmt0-39534
IRS990/PYOtherExpensesAmt01741548
IRS990/PYOtherRevenueAmt07543
IRS990/PYProgramServiceRevenueAmt01831102
IRS990/PYRevenuesLessExpensesAmt0-229312
IRS990/PYSalariesCompEmpBnftPaidAmt0367893
IRS990/PYTotalExpensesAmt02111041
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01881729
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0138761
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-147506
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02177018
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1642138
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1443371
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0550973
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0285636
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt080948
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0171800
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0352748
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER - 2013 AMOUNT: $ 68,260. INSURANCE PROCEEDS - 2017 AMOUNT: $ 298,140.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt082618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0246800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0443441
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017719
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013587
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014258
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt071814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01878878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01831102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01837279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01784343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01873934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09205536
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014258
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt071814
IRS990ScheduleA/InvestmentIncomeCYPct00.00710
IRS990ScheduleA/InvestmentIncomePYPct00.00740
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0298140
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt068260
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0366400
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92160
IRS990ScheduleA/PublicSupportPY509Pct00.95360
IRS990ScheduleA/PublicSupportTotal509Amt09296229
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt080948
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0171800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0352748
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01978903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01913720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02084079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01785388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01886887
IRS990ScheduleA/Total509Grp/TotalAmt09648977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02294762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01928827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02097666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01796531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01969405
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010087191
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt07516917
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010369049
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017885966
IRS990ScheduleD/EquipmentGrp/BookValueAmt0235240
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0934537
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01169777
IRS990ScheduleD/LandGrp/BookValueAmt01296882
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01296882
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02438219
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE CASH ACCOUNTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0637824
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039830
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0677654
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0111406
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS HELD IN TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09686863
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02438219
IRS990ScheduleD/TotalLiabilityAmt0111406
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HELPING POOR/LESS FORTUNATE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HELP THOSE IN NEED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2HELPING THOSE IN NEED/HEALTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST VINCENT DE PAUL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EAST HAMPTON LIONS CHARITIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MAKE-A-WISH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HOLY APOSTLES COLLEGE AND SEMINARY
IRS990ScheduleI/RecipientTable/RecipientEIN0352626053
IRS990ScheduleI/RecipientTable/RecipientEIN1860481941
IRS990ScheduleI/RecipientTable/RecipientEIN2061149131
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0617 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt112 SUMMIT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt24742 N 24TH STREEET SUITE 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt333 PROSPECT HILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MIDDLETOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1EAST HAMPTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CROMWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006457
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106424
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd286016
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd306416
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAINTAINS RECORDS OF THE GRANTS/DONATIONS MADE. THE SELECTION CRITERIA IS BASED UPON PRIOR KNOWLEDGE OF THE ORGANIZATIONS BY THE BOARD/CHAIRMAN, WHICH TYPICALLY FOCUSES ON CARING FOR THE ELDERLY, SICK/NEEDY, AND EDUCATIONAL PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0SAINT CLEMENTS INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MADELINE DOHERTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CORPORATION IS OWNED BY BOARD CHAIR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1NIECE OF BOARD MEMBER EDWARD DOHERTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0264000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt193958
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0REAL ESTATE RENTAL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1COMPENSATION AS ADMINISTRATOR OF SEM.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt03302980
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

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,526,293
Liabilities
$12,171,122
Net assets
$1,355,171
Revenue
$2,236,006
Expenses
$2,097,245
Net income
$138,761
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