Civic Intelligence

Roncalli Institute Inc Group Return

990 • Fiscal year 2020 • EIN 06-1090560

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 10, 2021

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.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

4.70x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

33rd percentile

-0.5%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

17th percentile

$60,704

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

15th percentile

-3.4%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

3.2%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$12,657,682

Down $449,641 (-3.4%) from 2019

Net Assets

Up

$1,575,897

Up $40,642 (+2.6%) from 2019

Liabilities

Down

$11,081,785

Down $490,283 (-4.2%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin33rd percentile

Revenue

Up

$2,360,288

Up $73,220 (+3.2%) from 2019

Expenses

Up

$2,372,449

Up $249,399 (+12%) from 2019

Net Income

Down

-$12,161

Down $176,179 (-107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2020

Assets$12,657,682
Liabilities$11,081,785
Net Assets$1,575,897
Open 2020 Filing

Operations Trend

Revenue Growth52nd 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

2020

Revenue$2,360,288
Expenses$2,372,449
Net Income-$12,161
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 10, 2021
Return Version
2019v5.2
Gross Receipts
$2,704,820
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$9,949,611$9,148,907▼ $800,704
Loans From Officers Directors$3,002,980$2,162,737▼ $840,243
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$679,528$670,567▼ $8,961
Cash and Non-Interest-Bearing Accounts$269,925$484,134▲ $214,209
Savings and Temporary Cash Investments$331,603$299,681▼ $31,922
Intangible Assets$156,454$149,322▼ $7,132
Prepaid Expenses and Deferred Charges$56,526$75,914▲ $19,388
Accounts Receivable$2,060$24,674▲ $22,614
Rtn Earn Endowment Incm Other Fnds$-1,263,287$-1,222,645▲ $40,642
Total Assets$13,107,323$12,657,682▼ $449,641
Other Assets Total$1,661,616$1,804,483▲ $142,867
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,216,114$8,723,197▲ $507,083
Other Liabilities$110,437$100,087▼ $10,350
Accounts Payable and Accrued Expenses$242,537$95,376▼ $147,161
Deferred Revenue-$388-
Total Liabilities$11,572,068$11,081,785▼ $490,283
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,535,255$1,575,897▲ $40,642
Total Liabilities and Net Assets / Fund Balance$13,107,323$12,657,682▼ $449,641

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,590,296$11,329,732$18,920,028
Land$1,296,882-$1,296,882
Equipment$227,899$944,241$1,172,140
Other Land Buildings$33,830$49,016$82,846
Other Assets Org$1,804,483--
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Rev Edward C DohertyChairman/secretaryPT$60,704$60,704

Board Members and Trustees

NameTitle
Peter CallanPresident
Susan BransfieldMember
John SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$305,005
Program Service Revenue
$1,920,660
Investment Income
$16,472
Other Revenue
$118,151
All Other Contributions
$305,005
Change in Net Assets
$-12,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,050,367
Salaries, Compensation, and Employee Benefits$304,482
Grants and Similar Amounts Paid$17,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$503,279--$503,279
Occupancy$416,529--$416,529
Depreciation Depletion$369,961--$369,961
Other Salaries and Wages$73,458$110,682-$184,140
Fees for Services Management-$131,496-$131,496
Insurance$76,743--$76,743
Comp Disqual Persons-$71,083-$71,083
Office Expenses$44,231--$44,231
Payroll Taxes$32,491--$32,491
Fees for Services Accounting-$28,632-$28,632
Advertising$19,557--$19,557
Grants to Domestic Orgs$17,600--$17,600
Fees for Services Other$16,661--$16,661
Other Employee Benefits$16,616--$16,616
Travel$5,771--$5,771
Other Expenses$442--$442
Pension Plan Contributions$152--$152
Total Functional Expenses$2,030,556$341,893$0$2,372,449
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Apostles College and SeminaryCromwell, CT501c3Education$11,600
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$258,000
-Niece of Board Member Edward DohertyCompensation as Administrator of Sem.No$71,083

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$3,002,980$2,162,737▼ $840,243
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits Held in Trust$98,687
Prepaid Rent$1,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
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
2021-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Doherty
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
3
Employees
8
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 515 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0242537
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt095376
IRS990/AccountsReceivableGrp/BOYAmt02060
IRS990/AccountsReceivableGrp/EOYAmt024674
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HOUSING AND WELFARE SERVICES TO THE ELDERLY.
IRS990/AdvertisingGrp/ProgramServicesAmt019557
IRS990/AdvertisingGrp/TotalAmt019557
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt0305005
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JONATHAN RAMSAY
IRS990/BooksInCareOfDetail/PhoneNum08603422224
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01931 PORTLAND COBALT ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006480
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0753247
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0753247
IRS990/CashNonInterestBearingGrp/BOYAmt0269925
IRS990/CashNonInterestBearingGrp/EOYAmt0484134
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt071083
IRS990/CompDisqualPersonsGrp/TotalAmt071083
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0305005
IRS990/CYGrantsAndSimilarPaidAmt017600
IRS990/CYInvestmentIncomeAmt016472
IRS990/CYOtherExpensesAmt02050367
IRS990/CYOtherRevenueAmt0118151
IRS990/CYProgramServiceRevenueAmt01920660
IRS990/CYRevenuesLessExpensesAmt0-12161
IRS990/CYSalariesCompEmpBnftPaidAmt0304482
IRS990/CYTotalExpensesAmt02372449
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02360288
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt0388
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0369961
IRS990/DepreciationDepletionGrp/TotalAmt0369961
IRS990/Desc0HOME HEALTHCARE AND HOUSING FOR THE ELDERLY
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02030556
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt028632
IRS990/FeesForServicesAccountingGrp/TotalAmt028632
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0131496
IRS990/FeesForServicesManagementGrp/TotalAmt0131496
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt016661
IRS990/FeesForServicesOtherGrp/TotalAmt016661
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt214554
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER CALLAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm2REV EDWARD C DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN BRANSFIELD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt246150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt017600
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017600
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017600
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02704820
IRS990/GrossRentsGrp/RealAmt0258000
IRS990/GroupExemptionNum03040
IRS990/GroupReturnForAffiliatesInd01
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt076743
IRS990/InsuranceGrp/TotalAmt076743
IRS990/IntangibleAssetsGrp/BOYAmt0156454
IRS990/IntangibleAssetsGrp/EOYAmt0149322
IRS990/InterestGrp/ProgramServicesAmt0503279
IRS990/InterestGrp/TotalAmt0503279
IRS990/InvestmentIncomeGrp/ExclusionAmt016472
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016472
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0679528
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0670567
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012322989
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09949611
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09148907
IRS990/LandBldgEquipCostOrOtherBssAmt021471896
IRS990/LegalDomicileStateCd0CT
IRS990/LessRentalExpensesGrp/RealAmt0344532
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt03002980
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt02162737
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HOUSING AND WELFARE FOR THE ELDERLY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt08216114
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt08723197
IRS990/NetAssetsOrFundBalancesBOYAmt01535255
IRS990/NetAssetsOrFundBalancesEOYAmt01575897
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-86532
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-86532
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt052803
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0416529
IRS990/OccupancyGrp/TotalAmt0416529
IRS990/OfficeExpensesGrp/ProgramServicesAmt044231
IRS990/OfficeExpensesGrp/TotalAmt044231
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01661616
IRS990/OtherAssetsTotalGrp/EOYAmt01804483
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016616
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016616
IRS990/OtherExpensesGrp/Desc0MAINTENANCE CONTRACTS &
IRS990/OtherExpensesGrp/Desc1PROJECT EXPENSE WRITE O
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt0241936
IRS990/OtherExpensesGrp/ProgramServicesAmt1193014
IRS990/OtherExpensesGrp/ProgramServicesAmt22115
IRS990/OtherExpensesGrp/ProgramServicesAmt3442
IRS990/OtherExpensesGrp/TotalAmt0241936
IRS990/OtherExpensesGrp/TotalAmt1193014
IRS990/OtherExpensesGrp/TotalAmt22115
IRS990/OtherExpensesGrp/TotalAmt3442
IRS990/OtherLiabilitiesGrp/BOYAmt0110437
IRS990/OtherLiabilitiesGrp/EOYAmt0100087
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REAL ESTATE TAX APPEAL
IRS990/OtherRevenueMiscGrp/Desc1SITE FEE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0139683
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0139683
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt165000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt065000
IRS990/OtherRevenueTotalAmt0204683
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0110682
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt073458
IRS990/OtherSalariesAndWagesGrp/TotalAmt0184140
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt032491
IRS990/PayrollTaxesGrp/TotalAmt032491
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02045295
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02045295
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0152
IRS990/PensionPlanContributionsGrp/TotalAmt0152
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt056526
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075914
IRS990/PrincipalOfficerNm0EDWARD DOHERTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME FROM ELD
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01920660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01920660
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0310081
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt046286
IRS990/PYInvestmentIncomeAmt017938
IRS990/PYOtherExpensesAmt01686490
IRS990/PYOtherRevenueAmt022947
IRS990/PYProgramServiceRevenueAmt01936102
IRS990/PYRevenuesLessExpensesAmt0164018
IRS990/PYSalariesCompEmpBnftPaidAmt0390274
IRS990/PYTotalExpensesAmt02123050
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02287068
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-12161
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-86532
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01920660
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1263287
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1222645
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0331603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0299681
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0300000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0310081
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt080948
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0171800
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0962829
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INSURANCE PROCEEDS - 2017 AMOUNT: $ 298,140. REAL ESTATE TAX APPEAL - 2019 AMOUNT: $ 139,683.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0305005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0310081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt082618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0246800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01044529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016472
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019939
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017719
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013587
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt082824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01920660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01936102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01878878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01831102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01837279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09404021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016472
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019939
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt082824
IRS990ScheduleA/InvestmentIncomeCYPct00.00760
IRS990ScheduleA/InvestmentIncomePYPct00.00750
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0139683
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0298140
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0437823
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86480
IRS990ScheduleA/PublicSupportPY509Pct00.90000
IRS990ScheduleA/PublicSupportTotal509Amt09485721
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0300000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0310081
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt080948
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0171800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0962829
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02225665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02246183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01978903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01913720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02084079
IRS990ScheduleA/Total509Grp/TotalAmt010448550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02381820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02266122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02294762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01928827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02097666
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010969197
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/BookValueAmt07590296
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011329732
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt018920028
IRS990ScheduleD/EquipmentGrp/BookValueAmt0227899
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0944241
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01172140
IRS990ScheduleD/LandGrp/BookValueAmt01296882
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01296882
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01804483
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE CASH ACCOUNTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033830
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049016
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt082846
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098687
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID RENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09148907
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01804483
IRS990ScheduleD/TotalLiabilityAmt0100087
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt011600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY APOSTLES COLLEGE AND SEMINARY
IRS990ScheduleI/RecipientTable/RecipientEIN0061149131
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt033 PROSPECT HILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CROMWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006416
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/Total501c3OrgCnt01
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/TransactionAmt0258000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt171083
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0REAL ESTATE RENTAL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1COMPENSATION AS ADMINISTRATOR OF SEM.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02162737
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/TotalBalanceDueAmt02162737
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDWARD DOHERTY IS A MEMBER PER THE CERTIFICATE OF INCORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT REPLACEMENT MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE BOARD CHAIRMAN AND CFO. A COPY OF THE RETURN IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLAINCE WITH THE POLICY AT THEIR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION CHANGES ARE REVIEWED AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S MAIN OFFICE LOCATED AT 1931 PORTLAND-COBALT ROAD, PORTLAND, CT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,657,682
Liabilities
$11,081,785
Net assets
$1,575,897
Revenue
$2,360,288
Expenses
$2,372,449
Net income
-$12,161
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