Civic Intelligence

Local 417 Scholarship Fund

990 • Fiscal year 2023 • EIN 03-0586692

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 11, 2023

Organization ProfileN/A
583 Route 32Wallkill, NY 12589

(845) 566-8417

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.40x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

6.29x

Higher debt load relative to revenue than 99% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-104%

Higher net margin than 11% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-29%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$254,928

Up $32,479 (+15%) from 2022

Net Assets

Down

$153,779

Down $16,670 (-9.8%) from 2022

Liabilities

Up

$101,149

Up $49,149 (+95%) from 2022

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin11th percentile

Revenue

Down

$16,075

Down $6,461 (-29%) from 2022

Expenses

Up

$32,745

Up $28,785 (+727%) from 2022

Net Income

Down

-$16,670

Down $35,246 (-190%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $95,093Liabilities 2010: $40,750Net Assets 2010: $54,3432010Assets 2011: $99,454Liabilities 2011: $44,000Net Assets 2011: $55,4542011Assets 2012: $101,936Liabilities 2012: $40,310Net Assets 2012: $61,6262012Assets 2013: $106,582Liabilities 2013: $46,065Net Assets 2013: $60,5172013Assets 2014: $106,116Liabilities 2014: $42,812Net Assets 2014: $63,3042014Assets 2015: $108,305Liabilities 2015: $47,750Net Assets 2015: $60,5552015Assets 2016: $130,161Liabilities 2016: $38,938Net Assets 2016: $91,2232016Assets 2017: $160,772Liabilities 2017: $52,062Net Assets 2017: $108,7102017Assets 2018: $179,870Liabilities 2018: $63,216Net Assets 2018: $116,6542018Assets 2019: $214,309Liabilities 2019: $63,250Net Assets 2019: $151,0592019Assets 2020: $234,227Liabilities 2020: $86,660Net Assets 2020: $147,5672020Assets 2021: $221,248Liabilities 2021: $69,375Net Assets 2021: $151,8732021Assets 2022: $222,449Liabilities 2022: $52,000Net Assets 2022: $170,4492022Assets 2023: $254,928Liabilities 2023: $101,149Net Assets 2023: $153,7792023Assets 2024: $223,669Liabilities 2024: $81,500Net Assets 2024: $142,1692024Assets 2025: $213,867Liabilities 2025: $93,700Net Assets 2025: $120,1672025

Highlighted filing

2023

Assets$254,928
Liabilities$101,149
Net Assets$153,779
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2010: $12,5902010Expenses 2011: $14,6932011Expenses 2012: $2,9302012Revenue 2013: $12,209Expenses 2013: $13,318Net Income 2013: -$1,1092013Revenue 2014: $12,811Expenses 2014: $10,024Net Income 2014: $2,7872014Revenue 2015: $14,716Expenses 2015: $17,465Net Income 2015: -$2,7492015Revenue 2016: $35,763Expenses 2016: $5,095Net Income 2016: $30,6682016Revenue 2017: $44,275Expenses 2017: $26,788Net Income 2017: $17,4872017Revenue 2018: $33,564Expenses 2018: $25,620Net Income 2018: $7,9442018Revenue 2019: $47,082Expenses 2019: $12,677Net Income 2019: $34,4052019Revenue 2020: $17,321Expenses 2020: $20,813Net Income 2020: -$3,4922020Revenue 2021: $32,856Expenses 2021: $28,550Net Income 2021: $4,3062021Revenue 2022: $22,536Expenses 2022: $3,960Net Income 2022: $18,5762022Revenue 2023: $16,075Expenses 2023: $32,745Net Income 2023: -$16,6702023Revenue 2024: $30,788Expenses 2024: $42,398Net Income 2024: -$11,6102024Revenue 2025: $22,978Expenses 2025: $44,980Net Income 2025: -$22,0022025

Highlighted filing

2023

Revenue$16,075
Expenses$32,745
Net Income-$16,670
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$16,075
Mission and Program Overview

Mission

To provide educational scholarship assistance to members of local 417 and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$220,776$252,740▲ $31,964
Accounts Receivable$1,621$2,187▲ $566
Other Notes and Loans Receivable, Net$52$1▼ $51
Total Assets$222,449$254,928▲ $32,479
Liabilities
Other Liabilities$52,000$101,149▲ $49,149
Total Liabilities$52,000$101,149▲ $49,149
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$170,449$153,779▼ $16,670
Total Net Assets Fund Balance$170,449$153,779▼ $16,670
Total Liabilities and Net Assets / Fund Balance$222,449$254,928▲ $32,479
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
John McguireTrustee
Keith EisgruberTrustee
Matthew StoddardTrustee
Michael DunnTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$16,072
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$0
All Other Contributions
$16,072
Change in Net Assets
$-16,670

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,075
Total Revenue per Audited Statements
$16,075
Total Revenue per Form 990
$16,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,620
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$30,125--$30,125
Fees for Services Accounting-$2,575-$2,575
Fees for Services Other-$45-$45
Total Functional Expenses$30,125$2,620$0$32,745

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,745
Total Expenses per Audited Statements$32,745
Total Expenses per Form 990$32,745
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable$66,250
Deferred Revenue$34,899
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is prepared and presented to the directors for review prior to filing. After review, authorizations are signed for the accountant to efile return.”

Form 990, Page 6, Part VI, Line 12C

“Annual review of items of conflicts are discussed and all directors/trustees sign a statement indicating whether they are in compliance with the provisions of the policy.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, conflicts of interest policy and financial statements are kept at the union's general office. These documents are available upon request at the office.”

Filing and Contact Details

Filer

Filer Name
Local 417 Scholarship Fund
EIN
03-0586692
Phone
8455668417
Address
583 ROUTE 32, WALLKILL, NY 12589

Signing Officer

Name
Matthew Stoddard
Title
Trustee
Phone
8455668417
Signed
2023-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Stoddard
Formed
2005
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Louis J Gizzarelli CPA Pc
Address
1658 ROUTE 300, NEWBURGH, NY 12550-1712
Preparer
Louis J Gizzarelli
Phone
8455664516
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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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ReturnHeader/ReturnTs02023-10-12T11:09:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STODDARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,928
Liabilities
$101,149
Net assets
$153,779
Revenue
$16,075
Expenses
$32,745
Net income
-$16,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.94$1.20$0.23$0.45$0.22
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.82$1.42$0.31$0.42$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.55$1.01$1.54$0.16$0.33$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.52$1.70$0.23$0.04$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.69$1.52$0.33$0.29$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.87$1.48$0.17$0.21$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.63$1.51$0.47$0.13$0.34
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.63$1.17$0.34$0.26$0.08
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.61$0.52$1.09$0.44$0.27$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.39$0.91$0.36$0.05$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.48$0.61$0.15$0.17$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.43$0.63$0.13$0.10$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.46$0.61$0.12$0.13$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.40$0.62$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.44$0.55$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.41$0.54$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits