Civic Intelligence

Roncalli Institute Inc Group Return

990 • Fiscal year 2019 • EIN 06-1090560

Oct 01, 2018 to Sep 30, 2019 • Filed on Jun 15, 2020

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.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

5.06x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

62nd percentile

7.2%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

15th percentile

$56,636

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

20th percentile

-3.1%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

2.3%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$13,107,323

Down $418,970 (-3.1%) from 2018

Net Assets

Up

$1,535,255

Up $180,084 (+13%) from 2018

Liabilities

Down

$11,572,068

Down $599,054 (-4.9%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin62nd percentile

Revenue

Up

$2,287,068

Up $51,062 (+2.3%) from 2018

Expenses

Up

$2,123,050

Up $25,805 (+1.2%) from 2018

Net Income

Up

$164,018

Up $25,257 (+18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$13,107,323
Liabilities$11,572,068
Net Assets$1,535,255
Open 2019 Filing

Operations Trend

Revenue Growth45th 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

2019

Revenue$2,287,068
Expenses$2,123,050
Net Income$164,018
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jun 15, 2020
Return Version
2018v3.1
Gross Receipts
$2,641,528
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$9,686,863$9,949,611▲ $262,748
Loans From Officers Directors$3,302,980$3,002,980▼ $300,000
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$665,685$679,528▲ $13,843
Savings and Temporary Cash Investments$285,636$331,603▲ $45,967
Cash and Non-Interest-Bearing Accounts$202,045$269,925▲ $67,880
Intangible Assets$163,586$156,454▼ $7,132
Prepaid Expenses and Deferred Charges$84,259$56,526▼ $27,733
Accounts Receivable-$2,060-
Rtn Earn Endowment Incm Other Fnds$-1,443,371$-1,263,287▲ $180,084
Total Assets$13,526,293$13,107,323▼ $418,970
Other Assets Total$2,438,219$1,661,616▼ $776,603
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,368,705$8,216,114▼ $152,591
Accounts Payable and Accrued Expenses$388,031$242,537▼ $145,494
Other Liabilities$111,406$110,437▼ $969
Total Liabilities$12,171,122$11,572,068▼ $599,054
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,355,171$1,535,255▲ $180,084
Total Liabilities and Net Assets / Fund Balance$13,526,293$13,107,323▼ $418,970

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,072,228$10,853,993$18,926,221
Land$1,296,882-$1,296,882
Equipment$264,181$945,604$1,209,785
Other Land Buildings$316,320$41,959$358,279
Other Assets Org$1,661,616--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Rev Edward C DohertyChairman/secretaryPT$56,636$56,636

Board Members and Trustees

NameTitle
Peter CallanPresident
Susan BransfieldMember
John SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$310,081
Program Service Revenue
$1,936,102
Investment Income
$17,938
Other Revenue
$22,947
All Other Contributions
$310,081
Change in Net Assets
$164,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,686,490
Salaries, Compensation, and Employee Benefits$390,274
Grants and Similar Amounts Paid$46,286
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$517,439--$517,439
Occupancy$421,302--$421,302
Depreciation Depletion$274,528--$274,528
Other Salaries and Wages$152,175$102,097-$254,272
Fees for Services Management-$130,997-$130,997
Insurance$93,797$1,368-$95,165
Comp Disqual Persons-$91,667-$91,667
Grants to Domestic Orgs$46,286--$46,286
Fees for Services Accounting$11,000$24,107-$35,107
Office Expenses$14,014$18,710-$32,724
Payroll Taxes$27,977--$27,977
Other Employee Benefits$16,358--$16,358
Advertising$15,773--$15,773
Other Expenses$2,940$3,145-$2,940
Travel$1,604--$1,604
Fees for Services Other$100--$100
Total Functional Expenses$1,750,959$372,091$0$2,123,050
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
East Hampton Lions Charities IncCromwell, CT501c3Help Those in Need$10,071
Holy Apostles College and Seminary-501c3Education$10,000
Missionaries of the Holy ApostlesEast Hampton, 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$67,175

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$3,302,980$3,002,980▼ $300,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits Held in Trust$110,437
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
2020-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Doherty
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
3
Employees
4
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Patricia Mcgowan
Phone
9592007000
Raw XML AppendixShowing 400 of 530 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/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01936102
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0100025
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt075147
IRS990/PYInvestmentIncomeAmt017719
IRS990/PYOtherExpensesAmt01650441
IRS990/PYOtherRevenueAmt0239384
IRS990/PYProgramServiceRevenueAmt01878878
IRS990/PYRevenuesLessExpensesAmt0138761
IRS990/PYSalariesCompEmpBnftPaidAmt0371657
IRS990/PYTotalExpensesAmt02097245
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02236006
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0164018
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-88459
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01936102
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1443371
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1263287
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0285636
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0331603
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0310081
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt080948
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0171800
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0662829
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INSURANCE PROCEEDS - 2017 AMOUNT: $ 298,140. 2018 AMOUNT: $ 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0310081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0246800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0740569
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019939
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017719
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013587
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011143
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt077495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01936102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01878878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01831102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01837279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01784343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09267704
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019939
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt077495
IRS990ScheduleA/InvestmentIncomeCYPct00.00750
IRS990ScheduleA/InvestmentIncomePYPct00.00710
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0298140
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0298140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90000
IRS990ScheduleA/PublicSupportPY509Pct00.92160
IRS990ScheduleA/PublicSupportTotal509Amt09345444
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0310081
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt080948
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0171800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0662829
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02246183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01978903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01913720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02084079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01785388
IRS990ScheduleA/Total509Grp/TotalAmt010008273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02266122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02294762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01928827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02097666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01796531
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010383908
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/BookValueAmt08072228
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010853993
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018926221
IRS990ScheduleD/EquipmentGrp/BookValueAmt0264181
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0945604
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01209785
IRS990ScheduleD/LandGrp/BookValueAmt01296882
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01296882
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01661616
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE CASH ACCOUNTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0316320
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041959
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0358279
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0110437
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS HELD IN TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09949611
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01661616
IRS990ScheduleD/TotalLiabilityAmt0110437
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110071
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HELPING POOR/LESS FORTUNATE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HELP THOSE IN NEED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MISSIONARIES OF THE HOLY APOSTLES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EAST HAMPTON LIONS CHARITIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HOLY APOSTLES COLLEGE AND SEMINARY
IRS990ScheduleI/RecipientTable/RecipientEIN0352626053
IRS990ScheduleI/RecipientTable/RecipientEIN1061149131
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012 SUMMIT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt133 PROSPECT HILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EAST HAMPTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CROMWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006424
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106416
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/Total501c3OrgCnt03
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/TransactionAmt167175
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0REAL ESTATE RENTAL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1COMPENSATION AS ADMINISTRATOR OF SEM.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt03002980
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/TotalBalanceDueAmt03002980
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDWARD DOHERTY IS A MEMBER PER THE CERTIFICATE OF INCORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT REPLACEMENT MEMBERS

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,107,323
Liabilities
$11,572,068
Net assets
$1,535,255
Revenue
$2,287,068
Expenses
$2,123,050
Net income
$164,018
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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