Civic Intelligence

Rose D Bernier Duval Charitable Trust

990 • Fiscal year 2016 • EIN 45-6239812

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization ProfileN/A
160 Winchendon RoadRoyalston, MA 01368

(603) 721-1853

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

416%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.6%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$349,325

Down $20,689 (-5.6%) from 2015

Net Assets

Down

$349,325

Down $20,689 (-5.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,978

Down $12,954 (-162%) from 2015

Expenses

Up

$15,711

Up $221 (+1.4%) from 2015

Net Income

Down

-$20,689

Down $13,175 (-175%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2014: $377,528Liabilities 2014: $0Net Assets 2014: $377,5282014Assets 2015: $370,014Liabilities 2015: $0Net Assets 2015: $370,0142015Assets 2016: $349,325Liabilities 2016: $0Net Assets 2016: $349,3252016Assets 2017: $366,944Liabilities 2017: $0Net Assets 2017: $366,9442017Assets 2018: $367,522Liabilities 2018: $0Net Assets 2018: $367,5222018Assets 2019: $367,280Liabilities 2019: $0Net Assets 2019: $367,2802019Assets 2020: $363,318Liabilities 2020: $0Net Assets 2020: $363,3182020Assets 2021: $365,519Net Assets 2021: $365,5192021Assets 2022: $363,279Liabilities 2022: $0Net Assets 2022: $363,2792022Assets 2023: $362,478Liabilities 2023: $0Net Assets 2023: $362,4782023Assets 2024: $353,475Liabilities 2024: $0Net Assets 2024: $353,4752024

Highlighted filing

2016

Assets$349,325
Liabilities$0
Net Assets$349,325
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $130,827Expenses 2014: $11,447Net Income 2014: $119,3802014Revenue 2015: $7,976Expenses 2015: $15,490Net Income 2015: -$7,5142015Revenue 2016: -$4,978Expenses 2016: $15,711Net Income 2016: -$20,6892016Revenue 2017: $25,032Expenses 2017: $7,413Net Income 2017: $17,6192017Revenue 2018: $8,046Expenses 2018: $7,468Net Income 2018: $5782018Revenue 2019: $8,972Expenses 2019: $9,214Net Income 2019: -$2422019Revenue 2020: $7,098Expenses 2020: $11,060Net Income 2020: -$3,9622020Revenue 2021: $10,716Expenses 2021: $8,515Net Income 2021: $2,2012021Revenue 2022: $8,216Expenses 2022: $10,456Net Income 2022: -$2,2402022Revenue 2023: $9,507Expenses 2023: $10,308Net Income 2023: -$8012023Revenue 2024: $10,967Expenses 2024: $19,970Net Income 2024: -$9,0032024

Highlighted filing

2016

Revenue-$4,978
Expenses$15,711
Net Income-$20,689
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$265,188
Mission and Program Overview

Mission

The organization supports the St. Vincent de Paul Society of Our Lady of the HolyRosary Church in Gardner, Massachusetts

The organization supports the St. Vincent de Paul Society of Our Lady of the Holy Rosary Church in Gardner, Massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$287,893$280,302▼ $7,591
Cap Stk Tr Prin Current Funds$278,047$278,047→ $0
Rtn Earn Endowment Incm Other Fnds$91,967$71,278▼ $20,689
Savings and Temporary Cash Investments-$60,942-
Cash and Non-Interest-Bearing Accounts$82,121$8,081▼ $74,040
Total Assets$370,014$349,325▼ $20,689
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$370,014$349,325▼ $20,689
Total Liabilities and Net Assets / Fund Balance$370,014$349,325▼ $20,689
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Deborah J OrreTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-4,978
Other Revenue
$0
Change in Net Assets
$-20,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,035
Other Expenses$5,676
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,035--$10,035
Fees for Services Legal$2,250--$2,250
Fees for Service Investment Mgmnt Fees$1,752--$1,752
Fees for Services Accounting$1,200--$1,200
Interest$281--$281
Other Expenses$138--$138
Office Expenses$20--$20
Total Functional Expenses$15,711$0$0$15,711
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Vincent de Paul SocietyGardner, MA--$10,035
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The Form 990 is prepared by the Trustees attorney and reviewed by the Trustee prior to signing and filing. There is only one Trustee.”

Form 990, Part VI, Section B, Line 12C

“The organizations Trustee reviews and monitors potential conflicts of interest. There are no potential conflicts of interest that have been identified.”

Form 990, Part VI, Section B, Line 15B

“The Trustee reviews comparable compensation and prevailing practices before determining any compensation of the Trustee. Since incepton, the Trustee has never received any Trustee compensation and has no present intention of paying any Trustee compensation. The organization has no employees.”

Form 990, Part VI, Section C, Line 19

“The organization has provided a copy of its governing document and conflict of interest policy to the St. Vincent de Paul Society of Annunciation Parish, successor to Our Lady of the Holy Rosary Church, which is the charitable beneficiary.”

Form 990, Part VI, Section C, Line 18 19

“The organization also files Form 990 with the Massachusetts Attorney General Division of Public Charities. The organization makes its Form 990 available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Rose D Bernier Duval Charitable Trust
EIN
45-6239812
Phone
6037211853
Address
160 Winchendon Road, Royalston, MA 01368

Signing Officer

Name
Deborah J Orre
Title
Trustee
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah J Orre
Formed
2011
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
LeBlanc & Sans Attys
Address
213 School Street Suite 201, Gardner, MA 01440
Preparer
Henri L Sans Jr
Phone
9786320011
Raw XML Appendix330 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is prepared by the Trustees attorney and reviewed by the Trustee prior to signing and filing. There is only one Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations Trustee reviews and monitors potential conflicts of interest. There are no potential conflicts of interest that have been identified.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustee reviews comparable compensation and prevailing practices before determining any compensation of the Trustee. Since incepton, the Trustee has never received any Trustee compensation and has no present intention of paying any Trustee compensation. The organization has no employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has provided a copy of its governing document and conflict of interest policy to the St. Vincent de Paul Society of Annunciation Parish, successor to Our Lady of the Holy Rosary Church, which is the charitable beneficiary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization also files Form 990 with the Massachusetts Attorney General Division of Public Charities. The organization makes its Form 990 available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 18 19
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah J Orre
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rose D Bernier Duval Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0456239812
ReturnHeader/Filer/PhoneNum06037211853
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 Winchendon Road
ReturnHeader/Filer/USAddress/CityNm0Royalston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001368
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D1C50319C11E09D26B8994CE05E2A6F9062F477
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D1C50319C11E09D26B8994CE05E2A6F9062F477
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.126.109.175
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:57:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LeBlanc & Sans Attys
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 School Street Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001440
ReturnHeader/PreparerPersonGrp/PhoneNum09786320011
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henri L Sans Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T06:58:36-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,325
Liabilities
$0
Net assets
$349,325
Revenue
-$4,978
Expenses
$15,711
Net income
-$20,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.11$0.20$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.10$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.08$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$3.66$0.11$0.09$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.07$0.11$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$0.09$0.09$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$0.08$0.07$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$0.25$0.07$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.05$0.16$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.08$0.15$0.08
2014Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$1.31$0.11$1.19