Civic Intelligence

Lowell Sun Charities Inc.

990 • Fiscal year 2020 • EIN 04-6004936

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

Organization ProfileN/A
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

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$24,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

87th percentile

76%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$275,503

Up $119,259 (+76%) from 2019

Net Assets

Up

$269,800

Up $124,405 (+86%) from 2019

Liabilities

Down

$5,703

Down $5,146 (-47%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin77th percentile

Revenue

Up

$473,859

Up $98,943 (+26%) from 2019

Expenses

Up

$349,454

Up $2,110 (+0.6%) from 2019

Net Income

Up

$124,405

Up $96,833 (+351%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2020

Assets$275,503
Liabilities$5,703
Net Assets$269,800
Open 2020 Filing

Operations Trend

Revenue Growth78th percentile

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

2020

Revenue$473,859
Expenses$349,454
Net Income$124,405
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$541,467
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$155,994$275,253▲ $119,259
Cash and Non-Interest-Bearing Accounts$250$250→ $0
Total Assets$156,244$275,503▲ $119,259
Liabilities
Accounts Payable and Accrued Expenses$10,849$5,703▼ $5,146
Total Liabilities$10,849$5,703▼ $5,146
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$145,395$269,800▲ $124,405
Total Net Assets Fund Balance$145,395$269,800▲ $124,405
Total Liabilities and Net Assets / Fund Balance$156,244$275,503▲ $119,259
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terrence MccarthyPresidentPT$24,000$24,000

Board Members and Trustees

NameTitle
Kevin CorradoClerk
Marc GrassoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$523,448
Program Service Revenue
$0
Investment Income
$30
Other Revenue
$-49,619
All Other Contributions
$340,394
Change in Net Assets
$124,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$256,102
Salaries, Compensation, and Employee Benefits$69,926
Other Expenses$23,426
Total Fundraising Expense$4,439
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$143,888--$143,888
Grants to Domestic Individuals$112,214--$112,214
Other Salaries and Wages$34,808$4,200-$39,008
Current Officers, Directors, Trustees, and Key Employees$6,100$13,900$4,000$24,000
Advertising$7,868--$7,868
Fees for Services Accounting-$7,020-$7,020
Payroll Taxes$4,492$1,987$439$6,918
Other Expenses$289$4,911-$5,200
Office Expenses-$2,784-$2,784
Conferences and Meetings-$554-$554
Total Functional Expenses$309,659$35,356$4,439$349,454
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Lowell Community FoundationLowell, MA-To Assist Families and Community Based Non-profit Organizations$20,500
Lowell General HospitalLowell, MA-To Assist Families and Community Based Non-profit Organizations$20,000
Project Learn IncLowell, MA-To Assist Families and Community Based Non-profit Organizations$12,500
See a New Sun FoundationWestford, MA-To Assist Families and Community Based Non-profit Organizations$10,000
The Megan House FoundationLowell, MA-To Assist Families and Community Based Non-profit Organizations$6,500
CATIE'S CLOSETDracut, MA-To Assist Families and Community Based Non-profit Organizations$5,000
D'YOUVILLE SENIOR CARE FOUNDATION INCLowell, MA-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$67,608
Fundraising Gross Income$17,989
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golden Gloves Boxing$201,043$17,989$50,095$-32,106
Total Events$201,043$17,989$67,608$-49,619
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
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
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 8B

“There are no other committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“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

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

Signing Officer

Name
Marc Grasso
Title
Treasurer
Phone
9789704786
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Grasso
Formed
1947
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
5
Volunteers
0

Preparer

Firm
Shannon Cullen & Associates LLC
Address
26 NORTH RD STE 5, CHELMSFORD, MA 01824
Preparer
James C Shannon Iii
Phone
9782503777
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Accounting standards provide detailed guidance for the financial statement recognitionn, measurement and disclosure of uncertain tax positions recognized in an entity's financial statements. Under these accounting standards, an entitiy is required to recognize the financial statement impact of a tax position when it is more likely tan no 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, 2019, 2018, 2017 and 2016.”

Raw XML AppendixShowing 400 of 414 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/BOYAmt010849
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05703
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0RAISE FUNDS FOR CHARITABLE CAUSES AS WELL AS NEEDY FAMILIES IN THE GREATER LOWELL AREA.
IRS990/AdvertisingGrp/ProgramServicesAmt07868
IRS990/AdvertisingGrp/TotalAmt07868
IRS990/AllOtherContributionsAmt0340394
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELAINE BORRY
IRS990/BooksInCareOfDetail/PhoneNum09784587100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0491 DUTTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOWELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001854
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0250
IRS990/CashNonInterestBearingGrp/EOYAmt0250
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt04000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt013900
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06100
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt024000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0554
IRS990/ConferencesMeetingsGrp/TotalAmt0554
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0183054
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0523448
IRS990/CYGrantsAndSimilarPaidAmt0256102
IRS990/CYInvestmentIncomeAmt030
IRS990/CYOtherExpensesAmt023426
IRS990/CYOtherRevenueAmt0-49619
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0124405
IRS990/CYSalariesCompEmpBnftPaidAmt069926
IRS990/CYTotalExpensesAmt0349454
IRS990/CYTotalFundraisingExpenseAmt04439
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0473859
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0309659
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07020
IRS990/FeesForServicesAccountingGrp/TotalAmt07020
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
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/PersonNm0TERRENCE MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARC GRASSO
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN CORRADO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt024000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CLERK
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0183054
IRS990/FundraisingDirectExpensesAmt067608
IRS990/FundraisingGrossIncomeAmt017989
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0256102
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0112214
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0112214
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0143888
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0143888
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0541467
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt030
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0RAISE FUNDS FOR CHARITABLE CAUSES AS WELL AS NEEDY FAMILIES IN THE GREATER LOWELL AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0145395
IRS990/NetAssetsOrFundBalancesEOYAmt0269800
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-49619
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-49619
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0145395
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0269800
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02784
IRS990/OfficeExpensesGrp/TotalAmt02784
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04911
IRS990/OtherExpensesGrp/ProgramServicesAmt0289
IRS990/OtherExpensesGrp/TotalAmt05200
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04200
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034808
IRS990/OtherSalariesAndWagesGrp/TotalAmt039008
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0439
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01987
IRS990/PayrollTaxesGrp/ProgramServicesAmt04492
IRS990/PayrollTaxesGrp/TotalAmt06918
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARC GRASSO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500945
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0256534
IRS990/PYInvestmentIncomeAmt026
IRS990/PYOtherExpensesAmt026261
IRS990/PYOtherRevenueAmt0-126055
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt027572
IRS990/PYSalariesCompEmpBnftPaidAmt064549
IRS990/PYTotalExpensesAmt0347344
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0374916
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0124405
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155994
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0275253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0523448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0500945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0336192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0290490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0314256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01965331
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0121
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt017989
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0152
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0168
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01965331
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0523448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0500945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0336192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0290490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0314256
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01965331
IRS990ScheduleA/TotalSupportAmt01965620
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 recognitionn, measurement and disclosure of uncertain tax positions recognized in an entity's financial statements. Under these accounting standards, an entitiy is required to recognize the financial statement impact of a tax position when it is more likely tan no 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, 2019, 2018, 2017 and 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0183054
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0183054
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt067608
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt011363
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt011363
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLDEN GLOVES BOXING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0201043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0201043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017989
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-49619
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050095
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050095
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06150
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06150
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0112214
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VOUCHERS FOR FOOD AND/OR CHRISTMAS GIFTS
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt220500
IRS990ScheduleI/RecipientTable/CashGrantAmt320000
IRS990ScheduleI/RecipientTable/CashGrantAmt412500
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt66500
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/BusinessNameLine1Txt0CATIE'S CLOSET
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1D'YOUVILLE SENIOR CARE FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GREATER LOWELL COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LOWELL GENERAL HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4PROJECT LEARN INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5SEE A NEW SUN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6THE MEGAN HOUSE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0272531953
IRS990ScheduleI/RecipientTable/RecipientEIN1912055004
IRS990ScheduleI/RecipientTable/RecipientEIN2043401997
IRS990ScheduleI/RecipientTable/RecipientEIN3042103590
IRS990ScheduleI/RecipientTable/RecipientEIN4464885366
IRS990ScheduleI/RecipientTable/RecipientEIN5134248502
IRS990ScheduleI/RecipientTable/RecipientEIN6473503719
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt019 SCHOOL STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1981 VARNUM AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2100 MERRIMACK STREET SUITE 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3295 VARNUM AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt48 KIRK STREET 2ND FLR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 869
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6100 MERRIMACK STREET SUITE 301D
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DRACUT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOWELL
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOWELL
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOWELL
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LOWELL
IRS990ScheduleI/RecipientTable/USAddress/CityNm5WESTFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm6LOWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001826
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd101854
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd201852
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd301854
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd401852
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd501886
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd601852
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/ExplanationTxt0There are no other committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 will be reviewed by the Treasurer before it is filed. The 990 will be made available to the board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All done upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0156244
IRS990/TotalAssetsEOYAmt0275503
IRS990/TotalAssetsGrp/BOYAmt0156244
IRS990/TotalAssetsGrp/EOYAmt0275503
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0523448
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04439
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035356
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0309659
IRS990/TotalFunctionalExpensesGrp/TotalAmt0349454
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010849
IRS990/TotalLiabilitiesEOYAmt05703
IRS990/TotalLiabilitiesGrp/BOYAmt010849
IRS990/TotalLiabilitiesGrp/EOYAmt05703
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0145395
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0269800
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0309659
IRS990/TotalReportableCompFromOrgAmt024000
IRS990/TotalRevenueGrp/ExclusionAmt0-49619
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0473859
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0156244
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0275503
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC GRASSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09789704786
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
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/AtSubmissionCreationDeviceId0210DF786F549343C78FE14403C2F8C448CBBE9C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F0102811645C1000764A39C2125322FD4176DE3B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.61.224.150
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:50:17

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,503
Liabilities
$5,703
Net assets
$269,800
Revenue
$473,859
Expenses
$349,454
Net income
$124,405
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