Roncalli Institute Inc

Group Return

Portland, CT
Tax-exempt since May 1976
EIN: 06-1090560

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Details

According to its Sept. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$7.11M (2023)

Expenses

$2.17M (2023)

Total Assets

$12.9M (2023)

Total Liabilities

$6.87M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Revenue

$7,105,210

Expenses

$2,173,547

Net Income

$4,931,663

Net Assets

$6,069,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,959,994	69.8%
Program Services	$2,163,260	30.4%
Investment Income	$58,899	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$175,191
Net Fundraising	$0
Sales of Assets	-$26,984
Net Inventory Sales	$0
Other Revenue	$125,232	1.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$257,212	11.8%

Assets/Debt
Total Assets	$12,935,388
Total Liabilities	$6,865,939
Net Assets	$6,069,449

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Callan (President)	$0	$0	$0
John Sullivan (Treasurer)	$0	$0	$0
Jonathan Ramsay (Cfo)	$0	$122,373	$1,156

990

Filed on Aug. 8, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$2,010,323

Expenses

$2,117,600

Net Income

-$107,277

Net Assets

$1,127,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$750	0.0%
Program Services	$2,029,871	> 100%
Investment Income	$12,319	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$144,893
Net Fundraising	$0
Sales of Assets	-$6,963
Net Inventory Sales	$0
Other Revenue	$119,239	5.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$175,434	8.3%

Assets/Debt
Total Assets	$11,934,891
Total Liabilities	$10,807,885
Net Assets	$1,127,006

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Callan (President)	$0	$0	$0
John Sullivan (Treasurer)	$0	$0	$0
Rev Edward C Doherty (Outgoing Chairman/Secretary)	$0	$0	$16,812
Jonathan Ramsay (Cfo)	$0	$118,404	$1,562

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990

Filed on Aug. 2, 2023

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Fiscal Year Ending Sept.
2021

Revenue

$1,942,699

Expenses

$2,193,818

Net Income

-$251,119

Net Assets

$1,431,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$33,364	1.7%
Program Services	$1,900,179	97.8%
Investment Income	$11,287	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$154,301
Net Fundraising	$0
Sales of Assets	-$1,172
Net Inventory Sales	$0
Other Revenue	$153,342	7.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$252,953	11.5%

Assets/Debt
Total Assets	$12,264,672
Total Liabilities	$10,833,074
Net Assets	$1,431,598

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Callan (President)	$0	$0	$0
John Sullivan (Treasurer)	$0	$0	$0
Rev Edward C Doherty (Chairman/Secretary)	$0	$21	$1,973
Jonathan Ramsay (Cfo)	$0	$113,283	$649

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990

Filed on Aug. 10, 2022

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Fiscal Year Ending Sept.
2020

Revenue

$2,360,288

Expenses

$2,372,449

Net Income

-$12,161

Net Assets

$1,575,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$305,005	12.9%
Program Services	$1,920,660	81.4%
Investment Income	$16,472	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$86,532
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$204,683	8.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$184,140	7.8%

Assets/Debt
Total Assets	$12,657,682
Total Liabilities	$11,081,785
Net Assets	$1,575,897

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Callan (President)	$0	$0	$0
John Sullivan (Treasurer)	$0	$0	$0
Rev Edward C Doherty (Chairman/Secretary)	$0	$46,150	$14,554
Susan Bransfield (Member)	$0	$0	$0

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990

Filed on Aug. 16, 2021

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Fiscal Year Ending Sept.
2019

Revenue

$2,287,068

Expenses

$2,123,050

Net Income

$164,018

Net Assets

$1,535,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$310,081	13.6%
Program Services	$1,936,102	84.7%
Investment Income	$19,939	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$88,459
Net Fundraising	$0
Sales of Assets	-$2,001
Net Inventory Sales	$0
Other Revenue	$111,406	4.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$254,272	12.0%

Assets/Debt
Total Assets	$13,107,323
Total Liabilities	$11,572,068
Net Assets	$1,535,255

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Callan (President)	$0	$0	$0
John Sullivan (Treasurer)	$0	$0	$0
Rev Edward C Doherty (Chairman/Secretary)	$0	$49,775	$6,861
Susan Bransfield (Member)	$0	$0	$0

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990

Filed on Aug. 3, 2020

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Fiscal Year Ending Sept.
2018

Revenue

$2,236,006

Expenses

$2,097,245

Net Income

$138,761

Net Assets

$1,355,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$100,025	4.5%
Program Services	$1,878,878	84.0%
Investment Income	$17,719	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$147,506
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$386,890	17.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$238,971	11.4%

Assets/Debt
Total Assets	$13,526,293
Total Liabilities	$12,171,122
Net Assets	$1,355,171

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Daniel Loos (President)	$0	$72,192	$0
John Sullivan (Treasurer)	$0	$0	$0
Rev Edward C Doherty (Chairman/Secretary)	$0	$45,562	$13,207
Susan Bransfield (Member)	$0	$0	$0

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990

Filed on Aug. 7, 2019

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Fiscal Year Ending Sept.
2017

Revenue

$1,881,729

Expenses

$2,111,041

Net Income

-$229,312

Net Assets

$1,156,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$82,618	4.4%
Program Services	$1,831,102	97.3%
Investment Income	$15,107	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$92,807
Net Fundraising	$0
Sales of Assets	-$54,641
Net Inventory Sales	$0
Other Revenue	$100,350	5.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$232,021	11.0%

Assets/Debt
Total Assets	$10,933,908
Total Liabilities	$9,777,504
Net Assets	$1,156,404

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Madeline Doherty (Former Trustee/Admin St. Elizabeth)	$66,112	$0	$14,592
Daniel Loos (President)	$0	$48,560	$0
John Sullivan (Treasurer)	$0	$0	$0
Rev Edward C Doherty (Chairman/Secretary)	$0	$45,441	$11,659
Susan Bransfield (Director)	$0	$0	$0

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990

Filed on Aug. 15, 2018

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Fiscal Year Ending Sept.
2016

Revenue

$2,094,355

Expenses

$2,172,086

Net Income

-$77,731

Net Assets

$1,322,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$246,800	11.8%
Program Services	$1,837,279	87.7%
Investment Income	$13,587	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$121,366
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$118,055	5.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$220,159	10.1%

Assets/Debt
Total Assets	$11,046,113
Total Liabilities	$9,723,734
Net Assets	$1,322,379

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Madeline Doherty (Former Trustee / Administ St. Elizabeth Manor)	$74,693	$0	$10,081
Daniel Loos (President)	$0	$0	$0
John Sullivan (Treasurer)	$0	$0	$0
Rev Edward C Doherty (Chairman)	$0	$46,263	$9,219
Siohban M Doherty (Secretary)	$0	$0	$0
Susan Bransfield (Director)	$0	$0	$0

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990

Filed on May 2, 2017

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Fiscal Year Ending Sept.
2015

Revenue

$1,998,709

Expenses

$2,929,649

Net Income

-$930,940

Net Assets

$1,363,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,045	0.1%
Program Services	$1,784,343	89.3%
Investment Income	$11,143	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$129,571
Net Fundraising	$0
Sales of Assets	$237,787	11.9%
Net Inventory Sales	$0
Other Revenue	$93,962	4.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$53,717	1.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$226,971	7.7%

Assets/Debt
Total Assets	$11,207,968
Total Liabilities	$9,844,638
Net Assets	$1,363,330

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Daniel Loos (President)	$0	$0	$0
John Sullivan (Treasurer)	$0	$0	$0
Madeline J Doherty (Secretary Thru 7/15)	$0	$30,831	$13,109
Philip Cahil (Outgoing Director)	$0	$0	$0
Rev Edward C Doherty (Chairman)	$0	$46,318	$8,534
Susan Bransfield (Director)	$0	$0	$0
Jonathan Ramsay (Finance Consultant As Of 8/14)	$0	$0	$0
Sal Simsek (Cfo Thru 7/14)	$0	$68,437	$2,412

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990

Filed on Aug. 15, 2016

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Fiscal Year Ending Sept.
2014

Revenue

$1,870,716

Expenses

$2,088,751

Net Income

-$218,035

Net Assets

$2,555,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$12,953	0.7%
Program Services	$1,873,934	> 100%
Investment Income	$14,258	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$98,689
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$68,260	3.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$14,615	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$317,799	15.2%

Assets/Debt
Total Assets	$11,194,862
Total Liabilities	$8,639,801
Net Assets	$2,555,061

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Madeline J Doherty (Secretary)	$14,615	$68,282	$12,757
Daniel Loos (President)	$0	$0	$0
Edward C Doherty (Chairman)	$0	$49,021	$8,534
John Sullivan (Treasurer)	$0	$0	$0
Philip Cahil (Director)	$0	$0	$0
Susan Bransfield (Director)	$0	$0	$0
Sal Simsek (Cfo)	$0	$98,807	$10,632

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990

Filed on Aug. 17, 2015

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Fiscal Year Ending Sept.
2013

Revenue

$2,074,330

Expenses

$3,432,401

Net Income

-$1,358,071

Net Assets

$2,673,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$601,500	29.0%
Program Services	$1,709,304	82.4%
Investment Income	$21,469	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$334,443
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$76,500	3.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$25,953	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$304,386	8.9%

Assets/Debt
Total Assets	$11,860,768
Total Liabilities	$9,187,000
Net Assets	$2,673,768

990

Filed on Sept. 23, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$3,635,606

Expenses

$2,515,137

Net Income

$1,120,469

Net Assets

$3,957,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$115,278	3.2%
Program Services	$2,253,326	62.0%
Investment Income	$27,792	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$641,193
Net Fundraising	$0
Sales of Assets	$1,590,149	43.7%
Net Inventory Sales	$0
Other Revenue	$290,254	8.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$44,333	1.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$356,050	14.2%

Assets/Debt
Total Assets	$14,056,492
Total Liabilities	$10,098,729
Net Assets	$3,957,763

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$2,711,759

Expenses

$2,829,458

Net Income

-$117,699

Net Assets

$2,798,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$100,200	3.7%
Program Services	$2,818,823	> 100%
Investment Income	$10,245	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$500,047
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$282,538	10.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$75,706	2.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$427,192	15.1%

Assets/Debt
Total Assets	$15,366,070
Total Liabilities	$12,567,528
Net Assets	$2,798,542

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated October 30, 2024

Roncalli Institute Inc

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $7.11M (2023)

Expenses $2.17M (2023)

Total Assets $12.9M (2023)

Total Liabilities $6.87M (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Revenue

$7.11M (2023)

Expenses

$2.17M (2023)

Total Assets

$12.9M (2023)

Total Liabilities

$6.87M (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002