Civic Intelligence

Rose D Bernier Duval Charitable Trust

990 • Fiscal year 2022 • EIN 45-6239812

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$363,279

Down $2,240 (-0.6%) from 2021

Net Assets

Down

$363,279

Down $2,240 (-0.6%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin16th percentile

Revenue

Down

$8,216

Down $2,500 (-23%) from 2021

Expenses

Up

$10,456

Up $1,941 (+23%) from 2021

Net Income

Down

-$2,240

Down $4,441 (-202%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2022

Assets$363,279
Liabilities$0
Net Assets$363,279
Open 2022 Filing

Operations Trend

Revenue Growth22nd 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

2022

Revenue$8,216
Expenses$10,456
Net Income-$2,240
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Gross Receipts
$221,671
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$350,399$354,762▲ $4,363
Cap Stk Tr Prin Current Funds$278,047$278,047→ $0
Rtn Earn Endowment Incm Other Fnds$87,472$85,232▼ $2,240
Savings and Temporary Cash Investments$9,916$8,517▼ $1,399
Cash and Non-Interest-Bearing Accounts$5,204$0▼ $5,204
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$365,519$363,279▼ $2,240
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$365,519$363,279▼ $2,240
Total Liabilities and Net Assets / Fund Balance$365,519$363,279▼ $2,240
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Deborah J OrreTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,216
Other Revenue
$0
Change in Net Assets
$-2,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,854
Other Expenses$1,602
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,854--$8,854
Fees for Services Accounting-$1,100-$1,100
Fees for Services Legal$325--$325
Other Expenses-$35-$35
Total Functional Expenses$9,179$1,277$0$10,456
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Vincent de Paul SocietyGardner, MA-Support of elderly and needy$8,854
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
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 Trustee's attorney and reviewed by the Trustee prior to signing and filing. There is only one Trustee.”

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

“The Trustee reviews comparable compensation and prevailing practices before determining any compensation of the Trustee. Since inception, 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 18

“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.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

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
2023-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah J Orre
Formed
2012
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Marina M Raher CPA
Address
8 Malvern Hill Rd, Sterling, MA 01564
Preparer
Marina Raher
Phone
9784228180
Raw XML Appendix356 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/MoreThan5000KToIndividualsInd0false
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IRS990/ProgSrvcAccomActy2Grp/Desc0The 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.
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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/ExplanationTxt2N/A
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/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by the Trustee's attorney and reviewed by the Trustee prior to signing and filing. There is only one Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustee reviews comparable compensation and prevailing practices before determining any compensation of the Trustee. Since inception, 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/ExplanationTxt2The 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/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah J Orre
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rose D Bernier Duval Charitable Trust
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ReturnHeader/Filer/PhoneNum06037311853
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043321965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marina M Raher CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 Malvern Hill Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling
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ReturnHeader/ReturnTs02023-05-02T11:23:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Deborah J
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,279
Liabilities
$0
Net assets
$363,279
Revenue
$8,216
Expenses
$10,456
Net income
-$2,240
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
2022Detailed filing. Detailed filing data is available for this year.$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
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