Civic Intelligence

Lowell Sun Charities Inc.

990 • Fiscal year 2014 • EIN 04-6004936

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 15, 2014

491 Dutton StreetLowell, MA 01854

(978) 970-4786

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

58th percentile

6.3%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

51st percentile

$12,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

1.0%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$143,736

Up $19,934 (+16%) from 2013

Net Assets

Up

$140,736

Up $19,934 (+17%) from 2013

Liabilities

Flat

$3,000

Flat from 2013

Revenue

Up

$318,929

Up $3,225 (+1.0%) from 2013

Expenses

Down

$298,995

Down $61,173 (-17%) from 2013

Net Income

Up

$19,934

Up $64,398 (+145%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $158,340Liabilities 2010: $7,329Net Assets 2010: $151,0112010Assets 2011: $147,698Liabilities 2011: $3,220Net Assets 2011: $144,4782011Assets 2012: $168,827Liabilities 2012: $3,561Net Assets 2012: $165,2662012Assets 2013: $123,802Liabilities 2013: $3,000Net Assets 2013: $120,8022013Assets 2014: $143,736Liabilities 2014: $3,000Net Assets 2014: $140,7362014Assets 2015: $93,241Liabilities 2015: $3,024Net Assets 2015: $90,2172015Assets 2016: $91,367Liabilities 2016: $3,323Net Assets 2016: $88,0442016Assets 2017: $78,302Liabilities 2017: $2,664Net Assets 2017: $75,6382017Assets 2018: $123,724Liabilities 2018: $5,901Net Assets 2018: $117,8232018Assets 2019: $156,244Liabilities 2019: $10,849Net Assets 2019: $145,3952019Assets 2020: $275,503Liabilities 2020: $5,703Net Assets 2020: $269,8002020Assets 2021: $262,680Liabilities 2021: $5,783Net Assets 2021: $256,8972021Assets 2022: $244,676Liabilities 2022: $5,992Net Assets 2022: $238,6842022Assets 2023: $364,764Liabilities 2023: $7,406Net Assets 2023: $357,3582023Assets 2024: $346,298Liabilities 2024: $6,445Net Assets 2024: $339,8532024Assets 2025: $283,058Liabilities 2025: $6,375Net Assets 2025: $276,6832025

Highlighted filing

2014

Assets$143,736
Liabilities$3,000
Net Assets$140,736

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $438,372Expenses 2010: $413,870Net Income 2010: $24,5022010Revenue 2011: $264,813Expenses 2011: $271,346Net Income 2011: -$6,5332011Revenue 2012: $287,688Expenses 2012: $266,900Net Income 2012: $20,7882012Revenue 2013: $315,704Expenses 2013: $360,168Net Income 2013: -$44,4642013Revenue 2014: $318,929Expenses 2014: $298,995Net Income 2014: $19,9342014Revenue 2015: $267,695Expenses 2015: $318,214Net Income 2015: -$50,5192015Revenue 2016: $305,128Expenses 2016: $307,301Net Income 2016: -$2,1732016Revenue 2017: $279,155Expenses 2017: $291,561Net Income 2017: -$12,4062017Revenue 2018: $294,831Expenses 2018: $252,646Net Income 2018: $42,1852018Revenue 2019: $374,916Expenses 2019: $347,344Net Income 2019: $27,5722019Revenue 2020: $473,859Expenses 2020: $349,454Net Income 2020: $124,4052020Revenue 2021: $267,809Expenses 2021: $280,712Net Income 2021: -$12,9032021Revenue 2022: $236,260Expenses 2022: $254,473Net Income 2022: -$18,2132022Revenue 2023: $416,760Expenses 2023: $298,086Net Income 2023: $118,6742023Revenue 2024: $331,037Expenses 2024: $348,542Net Income 2024: -$17,5052024Revenue 2025: $255,574Expenses 2025: $318,744Net Income 2025: -$63,1702025

Highlighted filing

2014

Revenue$318,929
Expenses$298,995
Net Income$19,934
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 15, 2014
Return Version
2013v3.0
Gross Receipts
$526,671
Mission and Program Overview

Mission

Raise funds for charitable causes as well as needy families in the Greater Lowell area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$123,052$142,636▲ $19,584
Prepaid Expenses and Deferred Charges$750$1,100▲ $350
Total Assets$123,802$143,736▲ $19,934
Liabilities
Accounts Payable and Accrued Expenses$3,000$3,000→ $0
Total Liabilities$3,000$3,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$120,802$140,736▲ $19,934
Total Net Assets Fund Balance$120,802$140,736▲ $19,934
Total Liabilities and Net Assets / Fund Balance$123,802$143,736▲ $19,934
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kendall WallacePresidentPT$12,000$12,000

Board Members and Trustees

NameTitle
Mark O'NeilClerk
Debra TalcottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$325,494
Program Service Revenue
$0
Investment Income
$29
Other Revenue
$-6,594
Change in Net Assets
$19,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$281,308
Salaries, Compensation, and Employee Benefits$12,918
Total Fundraising Expense$10,334
Other Expenses$4,769
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$158,288--$158,288
Grants to Domestic Individuals$123,020--$123,020
Current Officers, Directors, Trustees, and Key Employees-$2,400$9,600$12,000
Fees for Services Accounting-$4,345-$4,345
Payroll Taxes-$184$734$918
Other Expenses-$181-$181
Total Functional Expenses$281,308$7,353$10,334$298,995
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-2973384-501(c)(3)To assist families and community based non-profit organizations$14,000
04-2578293-501(c)(3)To assist families and community based non-profit organizations$10,000
04-2103590--To assist families and community based non-profit organizations$9,650
04-3401997-501(c)(3)To assist families and community based non-profit organizations$8,500
04-3167352-501(c)(6)To assist families and community based non-profit organizations$6,000
04-3158352-501(c)(3)To assist families and community based non-profit organizations$5,250
04-2693109-501(c)(3)To assist families and community based non-profit organizations$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$207,742
Fundraising Gross Income$201,148
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$271,362-$17,897-
Event 2$218,392$194,323$144,939$49,384
Total Events$526,642$201,148$207,742$-6,594
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8A

The organization does not document actions taken at meetings.

Form 990, Part VI, Section A, line 8B

The organization does not document actions taken at meetings.

Form 990, Part VI, Section B, line 11

The 990 will be reviewed by the treasurer before it is filed. The 990 will be made available to the Board Members.

Form 990, Part VI, Section C, line 19

All done upon request.

Filing and Contact Details

Filer

EIN
04-6004936
Phone
9789704786

Signing Officer

Name
Debra Talcott
Title
Treasurer
Phone
9789704786
Signed
2014-09-15

Organization Details

Principal Officer
Debra Talcott
Formed
1947
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
4
Volunteers
0

Preparer

Preparer
Barbara J Rowell CPA
Phone
9789702900
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

Accounting standards provide detailed guidance for the financial statement recognition, measurement and disclosure of uncertain tax positions recognized in an entity's financial statements. Under these accounting standards, an entity is required to recognize the financial statement impact of a tax position when it is more likely than not that the position will not be sustained upon examination. Management has evaluated its significant tax positions against the criteria established by these accounting standards and believes there are no such tax positions requiring accounting recognition. The Organization's federal and state tax returns are subject to examination by taxing authorities for the years ended June 30, 2014, 2013, 2012 and 2011.

Raw XML AppendixShowing 400 of 415 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03000
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Raise funds for charitable causes as well as needy families in the Greater Lowell area.
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Debra Talcott Treasurer
IRS990/BooksInCareOfDetail/PhoneNum09789704808
IRS990/BooksInCareOfDetail/USAddress/AddressLine10491 Dutton Street
IRS990/BooksInCareOfDetail/USAddress/City0Lowell
IRS990/BooksInCareOfDetail/USAddress/State0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode001854
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09600
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02400
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0325494
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0325494
IRS990/CYGrantsAndSimilarPaidAmt0281308
IRS990/CYInvestmentIncomeAmt029
IRS990/CYOtherExpensesAmt04769
IRS990/CYOtherRevenueAmt0-6594
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt019934
IRS990/CYSalariesCompEmpBnftPaidAmt012918
IRS990/CYTotalExpensesAmt0298995
IRS990/CYTotalFundraisingExpenseAmt010334
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0318929
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0To provide food and personal items to needy families in the Greater Lowell and Merrimack Valley areas.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0281308
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04345
IRS990/FeesForServicesAccountingGrp/TotalAmt04345
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Kendall Wallace
IRS990/Form990PartVIISectionAGrp/PersonNm1Mark O'Neil
IRS990/Form990PartVIISectionAGrp/PersonNm2Debra Talcott
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt012000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0325494
IRS990/FundraisingDirectExpensesAmt0207742
IRS990/FundraisingGrossIncomeAmt0201148
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0281308
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0123020
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0123020
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0158288
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0158288
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0526671
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt029
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0Raise funds for charitable causes as well as needy families in the Greater Lowell area.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0120802
IRS990/NetAssetsOrFundBalancesEOYAmt0140736
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6594
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6594
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/Desc1Penalties & Interest
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0243
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1181
IRS990/OtherExpensesGrp/TotalAmt0243
IRS990/OtherExpensesGrp/TotalAmt1181
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0734
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0184
IRS990/PayrollTaxesGrp/TotalAmt0918
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0750
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01100
IRS990/PrincipalOfficerNm0Debra Talcott
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0299590
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0344906
IRS990/PYInvestmentIncomeAmt032
IRS990/PYOtherExpensesAmt02344
IRS990/PYOtherRevenueAmt016082
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-44464
IRS990/PYSalariesCompEmpBnftPaidAmt012918
IRS990/PYTotalExpensesAmt0360168
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0315704
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt019934
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123052
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0142636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0324494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0299590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0249280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0224819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0197076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01295259
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0304
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01169686
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01295259
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0324494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0299590
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0249280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0224819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0197076
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01295259
IRS990ScheduleA/TotalSupportAmt01295563
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting standards provide detailed guidance for the financial statement recognition, measurement and disclosure of uncertain tax positions recognized in an entity's financial statements. Under these accounting standards, an entity is required to recognize the financial statement impact of a tax position when it is more likely than not that the position will not be sustained upon examination. Management has evaluated its significant tax positions against the criteria established by these accounting standards and believes there are no such tax positions requiring accounting recognition. The Organization's federal and state tax returns are subject to examination by taxing authorities for the years ended June 30, 2014, 2013, 2012 and 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0325494
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0271362
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt024069
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt030063
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0207742
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt010800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt010800
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02196
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt09295
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0271362
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0218392
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt036888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0526642
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0194323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0201148
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Sun Santa Fund
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Golden Gloves Boxing Event
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6594
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0827
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0827
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04938
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0167774
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017897
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0144939
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt016850
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016850
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0123020
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VOUCHERS FOR FOOD AND / OR CHRISTMAS GIFTS
IRS990ScheduleI/RecipientTable/CashGrantAmt08500
IRS990ScheduleI/RecipientTable/CashGrantAmt114000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt45250
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt69650
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To assist families and community based non-profit organizations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To assist families and community based non-profit organizations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2To assist families and community based non-profit organizations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3To assist families and community based non-profit organizations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4To assist families and community based non-profit organizations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5To assist families and community based non-profit organizations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6To assist families and community based non-profit organizations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Greater Lowell Community Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Middlesex Community College Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Lowell Plan Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13University of Massachusetts Lowell
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14Greater Merrimack Valley Convention and Visitor Bureau Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15Lowell Festival Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16Lowell General Hospital
IRS990ScheduleI/RecipientTable/RecipientEIN0043401997
IRS990ScheduleI/RecipientTable/RecipientEIN1042973384
IRS990ScheduleI/RecipientTable/RecipientEIN2042693109
IRS990ScheduleI/RecipientTable/RecipientEIN3043167352
IRS990ScheduleI/RecipientTable/RecipientEIN4043158352
IRS990ScheduleI/RecipientTable/RecipientEIN5042578293
IRS990ScheduleI/RecipientTable/RecipientEIN6042103590
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10100 Merrimack Street No 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11PO Box 716 Springs Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12660 Suffolk Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13600 Suffolk Street 2nd Floor -
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1440 French Street 2nd Floor
IRS990ScheduleI/RecipientTable/USAddress/AddressLine15PO Box 217
IRS990ScheduleI/RecipientTable/USAddress/AddressLine16295 Varnum Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine20Suite 226
IRS990ScheduleI/RecipientTable/USAddress/City0Lowell
IRS990ScheduleI/RecipientTable/USAddress/City1Bedford
IRS990ScheduleI/RecipientTable/USAddress/City2Lowell
IRS990ScheduleI/RecipientTable/USAddress/City3Lowell
IRS990ScheduleI/RecipientTable/USAddress/City4Lowell
IRS990ScheduleI/RecipientTable/USAddress/City5Lowell
IRS990ScheduleI/RecipientTable/USAddress/City6Lowell
IRS990ScheduleI/RecipientTable/USAddress/State0MA
IRS990ScheduleI/RecipientTable/USAddress/State1MA
IRS990ScheduleI/RecipientTable/USAddress/State2MA
IRS990ScheduleI/RecipientTable/USAddress/State3MA
IRS990ScheduleI/RecipientTable/USAddress/State4MA
IRS990ScheduleI/RecipientTable/USAddress/State5MA
IRS990ScheduleI/RecipientTable/USAddress/State6MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode001852
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode101730
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode201854
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode301854
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode401852
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode5018530217
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode601854
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc5FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc6FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to organizations who assist individuals in the Greater Lowell area. Grants are made to low income families in the Greater Lowell area based upon need after completion of application and interview.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization does not document actions taken at meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not document actions taken at meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 990 will be reviewed by the treasurer before it is filed. The 990 will be made available to the Board Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All done upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0123802
IRS990/TotalAssetsEOYAmt0143736
IRS990/TotalAssetsGrp/BOYAmt0123802
IRS990/TotalAssetsGrp/EOYAmt0143736
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0325494
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010334
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07353
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0281308
IRS990/TotalFunctionalExpensesGrp/TotalAmt0298995
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03000
IRS990/TotalLiabilitiesEOYAmt03000
IRS990/TotalLiabilitiesGrp/BOYAmt03000
IRS990/TotalLiabilitiesGrp/EOYAmt03000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140736
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0281308
IRS990/TotalReportableCompFromOrgAmt012000
IRS990/TotalRevenueGrp/ExclusionAmt0-6594
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318929
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0123802
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0143736
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0120802
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0140736
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10491 DUTTON STREET
IRS990/USAddress/City0LOWELL
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode001854
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Talcott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09789704786
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOWELL SUN CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0046004936
ReturnHeader/Filer/PhoneNum09789704786
ReturnHeader/Filer/USAddress/AddressLine10491 DUTTON STREET
ReturnHeader/Filer/USAddress/City0LOWELL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.06$2.77$2.56$3.19$0.63
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.06$3.40$3.31$3.49$0.18
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.07$3.57$4.17$2.98$1.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.06$2.39$2.36$2.54$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.06$2.57$2.68$2.81$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.06$2.70$4.74$3.49$1.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.11$1.45$3.75$3.47$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.06$1.18$2.95$2.53$0.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.03$0.76$2.79$2.92$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.03$0.88$3.05$3.07$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.03$0.90$2.68$3.18$0.51
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.03$1.41$3.19$2.99$0.20
2013Summary only. Only limited summary data is available for this year.$1.24$0.03$1.21$3.16$3.60$0.44
2012Summary only. Only limited summary data is available for this year.$1.69$0.04$1.65$2.88$2.67$0.21
2011Summary only. Only limited summary data is available for this year.$1.48$0.03$1.44$2.65$2.71$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.07$1.51$4.38$4.14$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits