Rose D Bernier Duval Charitable Trust

EIN: 456239812 501(c)(3)

Roylston, MA

Total Revenue
$10,967
Total Expenses
$19,970
Total Assets
$353,475
Net Assets
$353,475
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
MA
Principal Officer
Deborah J Orre
Phone
6037311853
Tax Period
2024-01-01 to 2024-12-31

Rose D Bernier Duval Charitable Trust, founded in 2012, is a micro nonprofit that reported $11K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $20K exceeded revenue, resulting in a 82% operating deficit.

Mission

The organization supports the St. Vincent de Paul Society of Annunciation Parish, formerly known as the Holy Rosary Church.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $10,967
Other Revenue $0
TOTAL REVENUE $10,967

Expense Breakdown

Grants Paid $9,264
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,970
Other Expenses $10,706
TOTAL EXPENSES $19,970

Year-over-Year Comparison

2024 2023 Change
Revenue $10,967 $9,507 +0.2%
Expenses $19,970 $10,308 +0.9%
Net Income $-9,003 $-801 +10.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Deborah J Orre Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $10,967 $19,970 $353,475 $-9,003
2023 $9,507 $10,308 $362,478 $-801
2022 $8,216 $10,456 $363,279 $-2,240
2020 $7,098 $11,060 $363,318 $-3,962
2019 $8,972 $9,214 $367,280 $-242
2018 $8,046 $7,468 $367,522 $578
Explore More Nonprofits
→Top 100 Nonprofits in Massachusetts →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare Rose D Bernier Duval Charitable Trust with other nonprofits in Massachusetts and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.