Civic Intelligence

Roca-Sanchez Charitable Foundation Inc.

990PF • Fiscal year 2024 • EIN 83-2097276

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 08, 2025

Organization Profile
PO Box 1703Dorado, PR 00646

(787) 671-3659

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

276%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$456,839

Up $68,064 (+18%) from 2023

Net Assets

Up

$456,839

Up $68,064 (+18%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$95,466

Up $70,072 (+276%) from 2023

Expenses

Up

$34,587

Up $333 (+1.0%) from 2023

Net Income

Up

$60,879

Up $69,739 (+787%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2024

Assets$456,839
Liabilities$0
Net Assets$456,839
Open 2024 Filing

Operations Trend

Revenue Growth96th 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

2024

Revenue$95,466
Expenses$34,587
Net Income$60,879
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th 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 1703, DORADO, PR 00646

Signing Officer

Name
Julia M Sanchez
Title
President
Phone
7876713659
Signed
2025-07-08

Preparer

Firm
Guzmn Alvelo & Co
Address
PO BOX 1344, GUAYNABO, PR 00970-1344
Preparer
Jorge Guzman Alvelo
Phone
7879935504
Raw XML Appendix253 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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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED HOLDING GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07505
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA M SANCHEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07876713659
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
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 1703
ReturnHeader/Filer/USAddress/CityNm0DORADO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PR
ReturnHeader/Filer/USAddress/ZIPCd000646
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/PreparationDt02025-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORGE GUZMAN ALVELO
ReturnHeader/ReturnTs02025-07-08T13:55:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$456,839
Liabilities
$0
Net assets
$456,839
Revenue
$95,466
Expenses
$34,587
Net income
$60,879
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