ROC USA LLC

As filed

Subsection

03

NTEE code

L50

Classification

1000

Street

6 LOUDON RD STE 306

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• ROC USA FOCUSES ON GOVERNANCE, STRATEGY, BRAND, FINANCIAL MANAGEMENT, COMMUNICATIONS AND IN CONJUNCTION WITH NETWORK AFFILIATED NONPROFIT CERTIFIED TECHNICAL ASSISTANCE PROVIDERS WORK WITH RESIDENT GROUPS TO PROVIDE CORE TRAINING AND EDUCATION, COMMUNITY RE-BRANDING, HOUSING REHABILITATION AND INFILL OF VACANT SITES. THEY ALSO ASSIST IN PROVIDING COMMUNITY SOLAR INFRASTRUCTURE AND LEVERAGING HOME AND COMMUNITY IMPROVEMENT RESOURCES FOR ROCS IN THEIR REGIONS.DURING 2024 ROC USA ASSISTED 21 ADDITIONAL RESIDENT OWNED COMMUNITIES AND PRESERVED 1,344 HOMES IN EIGHT STATES. ROC USA NOW SERVES 304 COMMUNITIES AND SERVES OVER 20,000 HOMEOWNERS IN 21 STATES FROM COAST TO COAST.

  Expenses $3,780,175 · Grants $859,586 · Revenue $165,961

• RESIDENT OWNERSHIP CAPITAL, LLC PROVIDES LOANS TO RESIDENT OWNED CORPORATIONS FOR ACQUISITION, IMPROVEMENT AND OPERATION OF THEIR MANUFACTURED HOME COMMUNITIES AS RESIDENT-OWNED. IN 2024, RESIDENT OWNERSHIP CAPITAL PROVIDED $39M IN FINANCING TO ELEVEN ROCS FOR DUE DILIGENCE AND COMMUNITY ACQUISITIONS AND IMPROVEMENTS. ROC USA RELEASED THIRD-PARTY IMPACT DATA ON ROC USA CAPITAL'S PORTFOLIO COMMUNITIES. THE STUDY SHOWS THAT ROCS AFTER FIVE YEARS OF OWNERSHIP HAVE MONTHLY SITE FEES BETWEEN MARKET RATE AND AS MUCH AS 17% BELOW MARKET IN THEIR RESPECTIVE MARKETS. THE IMPACT REPORT IS A PART OF A LONGITUDINAL COMPARABLE SITE FEE STUDY CONDUCTED FOR ROC USA BY AN INDEPENDENT APPRAISER. ROCS IN THE STUDY ARE ON AVERAGE RAISING SITE FEES 1% PER YEAR. THERE IS NO COMPARABLE STATISTIC FOR COMMERCIALLY-OPERATED COMMUNITIES HOWEVER IN ONE OF THE SUBJECT PROPERTIES, SITE FEES WERE RAISED 2.5% ANNUALLY PRIOR TO RESIDENT OWNERSHIP.

  Expenses $7,588,033 · Revenue $9,255,013

• Expenses $4,591,384 · Revenue $1,558,820

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $20,464,131

  Expenses

  $17,765,384

  Contributions

  $9,088,002

  Grants paid

  $859,586

• 2023

  Revenue

  $21,389,105

  Expenses

  $13,212,084

  Contributions

  $11,576,646

  Grants paid

  $282,450

• 2022

  Revenue

  $14,090,679

  Expenses

  $11,401,450

  Contributions

  $4,592,705

  Grants paid

  $174,799

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $13,007,393

  Expenses

  $10,867,689

  Assets (EOY)

  $163,263,242

• 2020 · 990

  Revenue

  $9,691,078

  Expenses

  $9,136,251

  Assets (EOY)

  $129,035,432

• 2019 · 990

  Revenue

  $7,646,765

  Expenses

  $7,822,551

  Assets (EOY)

  $123,751,390

• 2018 · 990

  Revenue

  $5,766,636

  Expenses

  $5,991,116

  Assets (EOY)

  $87,459,246

• 2017 · 990

  Revenue

  $5,685,216

  Expenses

  $5,715,800

  Assets (EOY)

  $78,672,155

• 2016 · 990

  Revenue

  $4,800,457

  Expenses

  $4,116,962

  Assets (EOY)

  $65,071,125

• 2015 · 990

  Revenue

  $3,484,204

  Expenses

  $4,173,911

  Assets (EOY)

  $51,216,786

• 2014 · 990

  Revenue

  $3,403,352

  Expenses

  $4,699,693

  Assets (EOY)

  $46,737,736

• 2013 · 990

  Revenue

  $7,236,852

  Expenses

  $3,137,999

  Assets (EOY)

  $44,398,965

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $2,677,304

  Assets (EOY)

  $34,721,932

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• ROYAL OAKS COOPERATIVE INC

  $750,000

  2024 · CAPACITY BUILDING GRANT

• CALIFORNIA CENTER FOR COOPERATIVE DEVELOPMENT

  $170,000

  2023 · CAPACITY BUILDING GRANT

• CAROLINA COMMON ENTERPRISE

  $50,000

  2022 · CAPACITY BUILDING GRANT

• LEAP HOUSING INC

  $43,000

  2022 · CAPACITY BUILDING GRANT

• COOPERATIVE DEVELOPMENT INSTITUTE

  $35,000

  2023 · CAPACITY BUILDING GRANT

• THISTLE

  $25,000

  2022 · CAPACITY BUILDING GRANT

• NATIONAL CONSUMER LAW CENTER

  $25,000

  2022 · MISSION SUPPORT

• LEAP HOUSING INC

  $20,000

  2023 · CAPACITY BUILDING GRANT

• NATIONAL CONSUMER LAW CENTER

  $15,000

  2023 · MISSION SUPPORT

• NH COMMUNITY LOAN FUND

  $12,500

  2023 · CAPACITY BUILDING GRANT

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• NATIONAL PHILANTHROPIC TR

  $8,000,000

  2023 · ENVIRONMENT, ANIMALS

• ST DAVIDS FOUNDATION

  $380,000

  2024 · HEALTH ACCESS GRANT

• SILICON VALLEY COMMUNITY FOUNDATION

  $200,000

  2023 · Housing and Transportation

• ENTERPRISE COMMUNITY PARTNERS INC

  $150,000

  2022 · MANUFACTURED HOUSING

• NEIGHBORHOOD REINVESTMENT CORP

  $75,000

  2022 · GENERAL SUPPORT

• NEIGHBORHOOD REINVESTMENT CORP

  $50,000

  2023 · GENERAL SUPPORT

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $21,500

  2023 · FOR RECIPIENT'S EXEMPT PURPOSE

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files