Civic Intelligence

Rose D Bernier Duval Charitable Trust

990EZ • Fiscal year 2021 • EIN 45-6239812

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization ProfileN/A
160 Winchendon RoadRoylston, MA 01368

(603) 731-1853

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

65th percentile

21%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

51%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$365,519

Up $2,201 (+0.6%) from 2020

Net Assets

Up

$365,519

Up $2,201 (+0.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$10,716

Up $3,618 (+51%) from 2020

Expenses

Down

$8,515

Down $2,545 (-23%) from 2020

Net Income

Up

$2,201

Up $6,163 (+156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2021

Assets$365,519
Liabilities-
Net Assets$365,519
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

2021

Revenue$10,716
Expenses$8,515
Net Income$2,201
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$56,273
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
The trust was partially funded in April, 2011. The trust made its first distribution to the St. Vincent de Paul Society in March 2012. The trust received the final distribution from the Estate of Edward Duval in 2014.$8,515$7,005
St. Vincent de Paul Society of Annunciation Parish, formerly Our Lady of the HolyRosary Parish in Gardner, Massachusetts.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah J OrreTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rose D Bernier Duval Charitable Trust
EIN
45-6239812
Phone
6037311853
Address
160 Winchendon Road, Roylston, MA 01368

Signing Officer

Name
Deborah J Orre
Title
Trustee
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Marina M Raher CPA
Address
8 Malvern Hill Rd, Sterling, MA 01564
Preparer
Marina Raher
Phone
9784228180
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: St Vincent de Paul Society | Donee's Address: c/o Annunciation Parish Gardner MA 01440 | Cash Amount Given: $7005”

Other Expenses.1

“Foreign Tax Paid on Investment $125”

Other Expenses.2

“Annual Report $35”

Raw XML Appendix147 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Deborah Orre
IRS990EZ/BooksInCareOfDetail/PhoneNum06037211853
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 Winchendon Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Roylston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001368
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0363318
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0365519
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt045557
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02201
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0363318
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0365519
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01624
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07005
IRS990EZ/GrossReceiptsAmt056273
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09092
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0363318
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0365519
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0363318
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0365519
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Deborah J Orre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization supports the St. Vincent de Paul Society of Our Lady of the HolyRosary Church in Gardner, Massachusetts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0St. Vincent de Paul Society of Annunciation Parish, formerly Our Lady of the HolyRosary Parish in Gardner, Massachusetts.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The trust was partially funded in April, 2011. The trust made its first distribution to the St. Vincent de Paul Society in March 2012. The trust received the final distribution from the Estate of Edward Duval in 2014.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08515
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07005
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt047181
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08515
IRS990EZ/TotalProgramServiceExpensesAmt08515
IRS990EZ/TotalRevenueAmt010716
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization must be a charitable organization and limited to and shall include only religious, charitable, scientific, literary or educational purposes within the meaning of those used in Section 501(c)(3), or corresponding section of any future federal tax code, but only such purposes as also constitute public charitable purposes under the law of trusts of the Commonwealth of MAassachusetts.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The organization will provide documentation supporting the use of the funds for charitable purposes.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237449853
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07005
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Vincent de Paul Society
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt07005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: St Vincent de Paul Society | Donee's Address: c/o Annunciation Parish Gardner MA 01440 | Cash Amount Given: $7005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Foreign Tax Paid on Investment $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual Report $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah J Orre
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rose D Bernier Duval Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0456239812
ReturnHeader/Filer/PhoneNum06037311853
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 Winchendon Road
ReturnHeader/Filer/USAddress/CityNm0Roylston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001368
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043312965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marina M Raher CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 Malvern Hill Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001564
ReturnHeader/PreparerPersonGrp/PhoneNum09784228180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marina Raher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-10T08:14:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Deborah J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Orre
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,519
Liabilities
-
Net assets
$365,519
Revenue
$10,716
Expenses
$8,515
Net income
$2,201
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
2021Detailed filing. Detailed filing data is available for this year.$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
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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