Civic Intelligence

Roca-Sanchez Charitable Foundation Inc.

990PF • Fiscal year 2022 • EIN 83-2097276

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 15, 2023

Organization Profile
PO Box 9024072San Juan, PR 00902

(787) 671-3659

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-80%

Higher net margin than 10% of similar nonprofits.

2022 filings • <$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 • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-8.2%

Faster asset growth than 33% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-69%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$344,424

Down $30,812 (-8.2%) from 2021

Net Assets

Down

$344,244

Down $30,992 (-8.3%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin10th percentile

Revenue

Down

$18,450

Down $40,989 (-69%) from 2021

Expenses

Down

$33,233

Down $4,802 (-13%) from 2021

Net Income

Down

-$14,783

Down $36,187 (-169%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2019: $308,818Liabilities 2019: $978Net Assets 2019: $307,8402019Assets 2020: $354,922Liabilities 2020: $1Net Assets 2020: $354,9222020Assets 2021: $375,236Liabilities 2021: $1Net Assets 2021: $375,2362021Assets 2022: $344,424Liabilities 2022: $1Net Assets 2022: $344,2442022Assets 2023: $388,775Liabilities 2023: $1Net Assets 2023: $388,7752023Assets 2024: $456,839Liabilities 2024: $0Net Assets 2024: $456,8392024

Highlighted filing

2022

Assets$344,424
Liabilities$1
Net Assets$344,244
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $350,000Expenses 2019: $42,160Net Income 2019: $307,8402019Revenue 2020: $100,000Expenses 2020: $54,008Net Income 2020: $45,9922020Revenue 2021: $59,439Expenses 2021: $38,035Net Income 2021: $21,4042021Revenue 2022: $18,450Expenses 2022: $33,233Net Income 2022: -$14,7832022Revenue 2023: $25,394Expenses 2023: $34,254Net Income 2023: -$8,8602023Revenue 2024: $95,466Expenses 2024: $34,587Net Income 2024: $60,8792024

Highlighted filing

2022

Revenue$18,450
Expenses$33,233
Net Income-$14,783
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA M SANCHEZPresident-$0--
LIZZIE ROSSO TRIDASVice-Preside-$0--
VANESSA DEL CARMEN IRIZARRY LOZADASecretary-$0--
GUILLERMO HERNANDEZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Roca Sanchez Charitable Foundation
EIN
83-2097276
Phone
7876713659
Address
PO BOX 9024072, SAN JUAN, PR 00902

Signing Officer

Name
Julia M Sanchez
Title
President
Phone
7876713659
Signed
2023-04-15

Preparer

Firm
Guzmn Alvelo & Co
Address
PO BOX 1344, GUAYNABO, PR 00970-1344
Preparer
Jorge Guzman Alvelo
Phone
7879935504
Raw XML Appendix274 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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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014913
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014913
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0270
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0544
OtherDecreasesSchedule/OtherDecreasesDetail/Amt115664
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DEDUCATIBLE EXPENSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNREALIZED HOLDING LOSSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOND AMORTIZATION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER FILING FEES AND TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11608
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31041
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt084
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UBS FINANCIAL SERVICES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt084
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt084
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA M SANCHEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07876713659
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCA SANCHEZ CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCA
ReturnHeader/Filer/EIN0832097276
ReturnHeader/Filer/PhoneNum07876713659
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9024072
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PR
ReturnHeader/Filer/USAddress/ZIPCd000902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0660761988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUZMN ALVELO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1344
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GUAYNABO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0009701344
ReturnHeader/PreparerPersonGrp/PhoneNum07879935504
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORGE GUZMAN ALVELO
ReturnHeader/ReturnTs02023-04-15T15:30:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SANCHEZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$344,424
Liabilities
$1
Net assets
$344,244
Revenue
$18,450
Expenses
$33,233
Net income
-$14,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.95$0.35$0.61
2023Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.25$0.34$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.18$0.33$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.59$0.38$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$1.00$0.54$0.46
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.01$3.08$3.50$0.42$3.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • <$500k nonprofits

North Charleston, SC

View Organization

Charity Foundation

501(c)3 • NTEE S20

Revenue$161,600
Assets$344,376

Revenue vs current organization

776% higher

Assets vs current organization

About the same