Civic Intelligence

The Raymond G & Diana M Roy Charitable Foundation

EIN 06-1507799 • Pleasant Valley, CT

PO Box 188Pleasant Valley, CT 06063-0188
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

114%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$234,865

Up $26,120 (+13%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin96th percentile

Revenue

Up

$37,722

Up $29,346 (+350%) from 2022

Expenses

Up

$11,602

Up $107 (+0.9%) from 2022

Net Income

Up

$26,120

Up $29,239 (+937%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $162,994Liabilities 2011: $02011Assets 2012: $164,084Liabilities 2012: $02012Assets 2013: $167,615Liabilities 2013: $1Net Assets 2013: $167,6152013Assets 2014: $184,342Liabilities 2014: $1Net Assets 2014: $184,3422014Assets 2015: $191,084Liabilities 2015: $1Net Assets 2015: $191,0842015Assets 2019: $196,900Liabilities 2019: $0Net Assets 2019: $196,9002019Assets 2020: $211,121Liabilities 2020: $0Net Assets 2020: $211,1212020Assets 2021: $211,864Liabilities 2021: $0Net Assets 2021: $211,8642021Assets 2022: $208,745Liabilities 2022: $0Net Assets 2022: $208,7452022Assets 2023: $234,865Liabilities 2023: $12023

Latest loaded filing

2023

Assets$234,865
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $7,211Expenses 2011: $11,171Net Income 2011: -$3,9602011Revenue 2012: $7,312Expenses 2012: $6,222Net Income 2012: $1,0902012Revenue 2013: $7,287Expenses 2013: $3,756Net Income 2013: $3,5312013Revenue 2014: $34,270Expenses 2014: $11,733Net Income 2014: $22,5372014Revenue 2015: $21,751Expenses 2015: $8,858Net Income 2015: $12,8932015Revenue 2019: $5,525Expenses 2019: $11,272Net Income 2019: -$5,7472019Revenue 2020: $25,498Expenses 2020: $11,277Net Income 2020: $14,2212020Revenue 2021: $10,043Expenses 2021: $9,300Net Income 2021: $7432021Revenue 2022: $8,376Expenses 2022: $11,495Net Income 2022: -$3,1192022Revenue 2023: $37,722Expenses 2023: $11,602Net Income 2023: $26,1202023

Latest loaded filing

2023

Revenue$37,722
Expenses$11,602
Net Income$26,120
Open 2023 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$0.38$0.12$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.08$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.25$0.11$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.11$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.22$0.09$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.34$0.12$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.07$0.04$0.04
2012Summary only. Only limited summary data is available for this year.$1.64$0.00$0.07$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$1.63$0.00$0.07$0.11$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 11, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND G ROY JRPresident-$0--
DIANA M ROYSecretary-$0--
KIMBERLY R DICKSONTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE THOROUGHBRED RETIREMENT FOUNDATGENERAL SUPPORTPCSARATOGA SPRINGS, NY, US$10,000
Filing and Contact Details

Filer

Filer Name
The Raymond G & Diana M Roy
EIN
06-1507799
Phone
8603793276
Address
PO BOX 188, PLEASANT VALLEY, CT 06063-0188

Signing Officer

Name
Raymond G Roy Jr
Title
President
Phone
8603793276
Signed
2025-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Palmer Latko Ledas Page LLC
Address
20 TOWER LANE SUITE 305, AVON, CT 06001-4212
Preparer
Louis B Obermeier CPA
Phone
8606771000
Raw XML Appendix252 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RAYMOND G ROY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANA M ROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KIMBERLY R DICKSON
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RAYMOND G ROY JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 188
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PLEASANT VALLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0060630188
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt074024
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CT ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND G ROY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08603793276
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RAYMOND G & DIANA M ROY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RAYM
ReturnHeader/Filer/EIN0061507799
ReturnHeader/Filer/PhoneNum08603793276
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 188
ReturnHeader/Filer/USAddress/CityNm0PLEASANT VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0060630188
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061386717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PALMER LATKO LEDAS PAGE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 TOWER LANE SUITE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AVON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060014212
ReturnHeader/PreparerPersonGrp/PhoneNum08606771000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS B OBERMEIER CPA
ReturnHeader/ReturnTs02025-04-02T16:31:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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