Civic Intelligence

Lowell Sun Charities Inc.

990 • Fiscal year 2017 • EIN 04-6004936

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

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

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

85th percentile

$24,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-8.5%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$78,302

Down $13,065 (-14%) from 2016

Net Assets

Down

$75,638

Down $12,406 (-14%) from 2016

Liabilities

Down

$2,664

Down $659 (-20%) from 2016

Revenue

Down

$279,155

Down $25,973 (-8.5%) from 2016

Expenses

Down

$291,561

Down $15,740 (-5.1%) from 2016

Net Income

Down

-$12,406

Down $10,233 (-471%) from 2016

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

2017

Assets$78,302
Liabilities$2,664
Net Assets$75,638

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

2017

Revenue$279,155
Expenses$291,561
Net Income-$12,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$471,102
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$89,988$77,628▼ $12,360
Land, Buildings, and Equipment, Net$1,379$674▼ $705
Total Assets$91,367$78,302▼ $13,065
Liabilities
Accounts Payable and Accrued Expenses$3,323$2,664▼ $659
Total Liabilities$3,323$2,664▼ $659
Net Assets / Fund Balance
Unrestricted Net Assets$88,044$75,638▼ $12,406
Total Net Assets Fund Balance$88,044$75,638▼ $12,406
Total Liabilities and Net Assets / Fund Balance$91,367$78,302▼ $13,065

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$674$1,880$2,554
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kendall WallacePresidentPT$24,000$24,000

Board Members and Trustees

NameTitle
Mark O'NeilClerk
Debra TalcottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$290,490
Program Service Revenue
$0
Investment Income
$20
Other Revenue
$-11,355
Change in Net Assets
$-12,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$265,079
Salaries, Compensation, and Employee Benefits$21,530
Total Fundraising Expense$17,224
Other Expenses$4,952
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$145,341--$145,341
Grants to Domestic Orgs$119,738--$119,738
Current Officers, Directors, Trustees, and Key Employees-$4,000$16,000$20,000
Fees for Services Accounting-$4,050-$4,050
Payroll Taxes-$306$1,224$1,530
Depreciation Depletion-$705-$705
Other Expenses-$197-$197
Total Functional Expenses$265,079$9,258$17,224$291,561
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Lowell Community FoundationLowell, MA501(c)(3)To assist families and community based non-profit organizations$23,025
Lowell General HospitalLowell, MA501(c)(3)To assist families and community based non-profit organizations$13,000
Lowell Plan IncLowell, MA501(c)(3)To assist families and community based non-profit organizations$8,250
Lowell Festival FoundationLowell, MA501(c)(3)To assist families and community based non-profit organizations$8,000
Middlesex Community College FoundationBedford, MA501(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$191,947
Fundraising Gross Income$180,440
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sun Santa Fund$272,957-$18,876-
Golden Gloves Boxing Event$197,973$180,440$77,267$103,173
Total Events$470,930$180,440$191,947$-11,507
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 11B

The 990 will be reviewed by the President 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

Filer Name
Lowell Sun Charities Inc
EIN
04-6004936
Phone
9789704786
Address
491 DUTTON STREET, LOWELL, MA 01854

Signing Officer

Name
Kendall Wallace
Title
President
Phone
9789704786
Signed
2017-11-03
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Sullivan Bille Pc
Address
600 CLARK ROAD, TEWKSBURY, MA 01876
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, 2017, 2016, 2015 and 2014.

Raw XML AppendixShowing 400 of 410 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/BOYAmt03323
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02664
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/PersonNm0Kendall Wallace President
IRS990/BooksInCareOfDetail/PhoneNum09789704808
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0491 Dutton Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Lowell
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001854
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt016000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt020000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0290490
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0290490
IRS990/CYGrantsAndSimilarPaidAmt0265079
IRS990/CYInvestmentIncomeAmt020
IRS990/CYOtherExpensesAmt04952
IRS990/CYOtherRevenueAmt0-11355
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-12406
IRS990/CYSalariesCompEmpBnftPaidAmt021530
IRS990/CYTotalExpensesAmt0291561
IRS990/CYTotalFundraisingExpenseAmt017224
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0279155
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0705
IRS990/DepreciationDepletionGrp/TotalAmt0705
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/ExpenseAmt0265079
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04050
IRS990/FeesForServicesAccountingGrp/TotalAmt04050
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
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/ReportableCompFromOrgAmt024000
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/FundraisingAmt0290490
IRS990/FundraisingDirectExpensesAmt0191947
IRS990/FundraisingGrossIncomeAmt0180440
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0265079
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0145341
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0145341
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0119738
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0119738
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0471102
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt020
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01880
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01379
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0674
IRS990/LandBldgEquipCostOrOtherBssAmt02554
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/NetAssetsOrFundBalancesBOYAmt088044
IRS990/NetAssetsOrFundBalancesEOYAmt075638
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-11507
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-11507
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bank charges
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0197
IRS990/OtherExpensesGrp/TotalAmt0197
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt0152
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0152
IRS990/OtherRevenueTotalAmt0152
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01224
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0306
IRS990/PayrollTaxesGrp/TotalAmt01530
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kendall Wallace
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0314256
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0276735
IRS990/PYInvestmentIncomeAmt020
IRS990/PYOtherExpensesAmt04730
IRS990/PYOtherRevenueAmt0-9148
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2173
IRS990/PYSalariesCompEmpBnftPaidAmt025836
IRS990/PYTotalExpensesAmt0307301
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0305128
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-12406
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt089988
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0290490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0314256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0313332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0324494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0299590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01542162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0129
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0995955
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0152
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0168
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01542162
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0290490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0314256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0313332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0324494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0299590
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01542162
IRS990ScheduleA/TotalSupportAmt01542459
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/EquipmentGrp/BookValueAmt0674
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01880
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02554
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, 2017, 2016, 2015 and 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0674
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0290490
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0272957
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt017533
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0191947
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt010800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt010800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sun Santa Fund
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golden Gloves Boxing Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01318
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01318
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0272957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0197973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0470930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0180440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0180440
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-11507
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01636
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01636
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt096143
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018876
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt077267
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt082050
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt082050
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0145341
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VOUCHERS FOR FOOD AND / OR CHRISTMAS GIFTS
IRS990ScheduleI/RecipientTable/CashGrantAmt023025
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt28250
IRS990ScheduleI/RecipientTable/CashGrantAmt313000
IRS990ScheduleI/RecipientTable/CashGrantAmt48000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(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/RecipientBusinessName/BusinessNameLine1Txt0Greater Lowell Community Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Middlesex Community College Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Lowell Plan Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Lowell General Hospital
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Lowell Festival Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0043401997
IRS990ScheduleI/RecipientTable/RecipientEIN1042973384
IRS990ScheduleI/RecipientTable/RecipientEIN2042693109
IRS990ScheduleI/RecipientTable/RecipientEIN3042103590
IRS990ScheduleI/RecipientTable/RecipientEIN4042578293
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 Merrimack Street No 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 716 Spring Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2660 Suffolk Street Suite 120
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3295 Varnum Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 217
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lowell
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Bedford
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Lowell
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Lowell
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Lowell
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001852
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd101730
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd201854
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd301854
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd401853
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4FMV
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 President 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 11b
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/TotalAssetsBOYAmt091367
IRS990/TotalAssetsEOYAmt078302
IRS990/TotalAssetsGrp/BOYAmt091367
IRS990/TotalAssetsGrp/EOYAmt078302
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0290490
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt017224
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09258
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0265079
IRS990/TotalFunctionalExpensesGrp/TotalAmt0291561
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03323
IRS990/TotalLiabilitiesEOYAmt02664
IRS990/TotalLiabilitiesGrp/BOYAmt03323
IRS990/TotalLiabilitiesGrp/EOYAmt02664
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088044
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt075638
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0265079
IRS990/TotalReportableCompFromOrgAmt024000
IRS990/TotalRevenueGrp/ExclusionAmt0-11335
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0279155
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt091367
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt078302
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt088044
IRS990/UnrestrictedNetAssetsGrp/EOYAmt075638
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0491 DUTTON STREET
IRS990/USAddress/CityNm0LOWELL
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001854
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kendall Wallace
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09789704786
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWELL SUN CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0046004936
ReturnHeader/Filer/PhoneNum09789704786
ReturnHeader/Filer/USAddress/AddressLine1Txt0491 DUTTON STREET
ReturnHeader/Filer/USAddress/CityNm0LOWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001854
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AAB6E29AA54706EA9898DB3C1181879E4FAB7420
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0599E66DEAA8A2E5B26984AD1837574275324F561
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.88.222.235
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:35:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043296201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN BILLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 CLARK ROAD

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
2017Detailed filing. Detailed filing data is available for this year.$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