Rose D Bernier Duval Chartiable Tr is a 501(c)(3) organization based in Royalston, Massachusetts, registered in 2015, with $10,967 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$11K
▲ 15.4% vs prior year
Religion median: $139K
Expenses (FY2024)
$20K
Net assets
$353K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Rose D Bernier Duval Chartiable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Rose D Bernier Duval Chartiable Tr: 212 mo reserves · -82% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Rose D Bernier Duval Chartiable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Rose D Bernier Duval Chartiable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $7,976 (FY2015) to $11K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-82.1%
Spent more than it raised in the latest fiscal year.
Total assets
$353K
Total liabilities
$0
Net assets
$353K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $10,967▲15.4% | $19,970▲93.7% | $353,475▼2.5% | $353,475▼2.5% | 990 |
| 2023 | $9,507▲15.7% | $10,308▼1.4% | $362,478▼0.2% | $362,478▼0.2% | 990 |
| 2022 | $8,216▼23.3% | $10,456▲22.8% | $363,279▼0.6% | $363,279▼0.6% | 990 |
| 2021 | $10,716▲51.0% | $8,515▼23.0% | $365,519▲0.6% | $365,519▲0.6% | 990EZ |
| 2020 | $7,098▼20.9% | $11,060▲20.0% | $363,318▼1.1% | $363,318▼1.1% | 990 |
| 2019 | $8,972▲11.5% | $9,214▲23.4% | $367,280▼0.1% | $367,280▼0.1% | 990 |
| 2018 | $8,046▼67.9% | $7,468▲0.7% | $367,522▲0.2% | $367,522▲0.2% | 990 |
| 2017 | $25,032▲603% | $7,413▼52.8% | $366,944▲5.0% | $366,944▲5.0% | 990 |
| 2016 | -$4,978▼162% | $15,711▲1.4% | $349,325▼5.6% | $349,325▼5.6% | 990 |
| 2015 | $7,976 | $15,490 | $370,014 | $370,014 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Rose D Bernier Duval Chartiable Tr (EIN 45-6239812) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.