Civic Intelligence

Lowell Sun Charities Inc.

990 • Fiscal year 2021 • EIN 04-6004936

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

29th percentile

-4.8%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$24,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.7%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-43%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$262,680

Down $12,823 (-4.7%) from 2020

Net Assets

Down

$256,897

Down $12,903 (-4.8%) from 2020

Liabilities

Up

$5,783

Up $80 (+1.4%) from 2020

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin29th percentile

Revenue

Down

$267,809

Down $206,050 (-43%) from 2020

Expenses

Down

$280,712

Down $68,742 (-20%) from 2020

Net Income

Down

-$12,903

Down $137,308 (-110%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$262,680
Liabilities$5,783
Net Assets$256,897
Open 2021 Filing

Operations Trend

Revenue Growth19th 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

2021

Revenue$267,809
Expenses$280,712
Net Income-$12,903
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$269,452
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$275,253$262,430▼ $12,823
Cash and Non-Interest-Bearing Accounts$250$250→ $0
Total Assets$275,503$262,680▼ $12,823
Liabilities
Accounts Payable and Accrued Expenses$5,703$5,783▲ $80
Total Liabilities$5,703$5,783▲ $80
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$269,800$256,897▼ $12,903
Total Net Assets Fund Balance$269,800$256,897▼ $12,903
Total Liabilities and Net Assets / Fund Balance$275,503$262,680▼ $12,823
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terrence Mccarthy Until 61521PresidentPT$24,000$24,000

Board Members and Trustees

NameTitle
Kevin Coughlin Eff 61621President
Kevin CorradoClerk
Marc GrassoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$268,746
Program Service Revenue
$0
Investment Income
$36
Other Revenue
$-973
All Other Contributions
$263,444
Change in Net Assets
$-12,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$181,445
Salaries, Compensation, and Employee Benefits$78,245
Other Expenses$21,022
Total Fundraising Expense$4,321
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$138,482--$138,482
Other Salaries and Wages$31,430$17,000-$48,430
Grants to Domestic Orgs$42,963--$42,963
Current Officers, Directors, Trustees, and Key Employees$6,100$13,900$4,000$24,000
Fees for Services Accounting-$7,438-$7,438
Payroll Taxes$3,013$2,481$321$5,815
Advertising$5,702--$5,702
Other Expenses$110$5,134-$5,244
Office Expenses-$2,124-$2,124
Conferences and Meetings-$514-$514
Total Functional Expenses$227,800$48,591$4,321$280,712
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lowell General HospitalLowell, MA-To Assist Families and Community Based Non-profit Organizations$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,643
Fundraising Gross Income$670
Professional Fundraising Fees$0
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
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
2021-11-15
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
4
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 recognition, measurement and disclosure of uncertain tax positions recognized in an entity's financial statements. Under these accounting standards, an entitiy is required to recognize on the financial statement the impact of a tax position when it is more likely than 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 and 2017.”

Raw XML Appendix350 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05703
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05783
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0RAISE FUNDS FOR CHARITABLE CAUSES AS WELL AS NEEDY FAMILIES IN THE GREATER LOWELL AREA.
IRS990/AdvertisingGrp/ProgramServicesAmt05702
IRS990/AdvertisingGrp/TotalAmt05702
IRS990/AllOtherContributionsAmt0263444
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/ManagementAndGeneralAmt0514
IRS990/ConferencesMeetingsGrp/TotalAmt0514
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt05302
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0268746
IRS990/CYGrantsAndSimilarPaidAmt0181445
IRS990/CYInvestmentIncomeAmt036
IRS990/CYOtherExpensesAmt021022
IRS990/CYOtherRevenueAmt0-973
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-12903
IRS990/CYSalariesCompEmpBnftPaidAmt078245
IRS990/CYTotalExpensesAmt0280712
IRS990/CYTotalFundraisingExpenseAmt04321
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0267809
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/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0227800
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07438
IRS990/FeesForServicesAccountingGrp/TotalAmt07438
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0TERRENCE MCCARTHY UNTIL 61521
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN COUGHLIN EFF 61621
IRS990/Form990PartVIISectionAGrp/PersonNm2MARC GRASSO
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN CORRADO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt024000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt05302
IRS990/FundraisingDirectExpensesAmt01643
IRS990/FundraisingGrossIncomeAmt0670
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0181445
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0138482
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0138482
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt042963
IRS990/GrantsToDomesticOrgsGrp/TotalAmt042963
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0269452
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt036
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036
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/NetAssetsOrFundBalancesBOYAmt0269800
IRS990/NetAssetsOrFundBalancesEOYAmt0256897
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-973
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-973
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0269800
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0256897
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02124
IRS990/OfficeExpensesGrp/TotalAmt02124
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05134
IRS990/OtherExpensesGrp/ProgramServicesAmt0110
IRS990/OtherExpensesGrp/TotalAmt05244
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031430
IRS990/OtherSalariesAndWagesGrp/TotalAmt048430
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0321
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02481
IRS990/PayrollTaxesGrp/ProgramServicesAmt03013
IRS990/PayrollTaxesGrp/TotalAmt05815
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARC GRASSO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0523448
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0256102
IRS990/PYInvestmentIncomeAmt030
IRS990/PYOtherExpensesAmt023426
IRS990/PYOtherRevenueAmt0-49619
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0124405
IRS990/PYSalariesCompEmpBnftPaidAmt069926
IRS990/PYTotalExpensesAmt0349454
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0473859
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-12903
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0275253
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0262430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0268746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0523448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0500945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0336192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0290490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01919821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0137
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018659
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0152
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0152
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01919821
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0268746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0523448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0500945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0336192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0290490
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01919821
IRS990ScheduleA/TotalSupportAmt01920110
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 entitiy is required to recognize on the financial statement the impact of a tax position when it is more likely than 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 and 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0133482
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt15000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VOUCHERS FOR FOOD AND/OR CHRISTMAS GIFTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ASSIST LOWELL SUN EMPLOYEE WHO LOST HOUSE FROM FIRE
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST FAMILIES AND COMMUNITY BASED NON-PROFIT ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOWELL GENERAL HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0042103590
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0295 VARNUM AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001854
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to organizations that 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/TotalAssetsBOYAmt0275503
IRS990/TotalAssetsEOYAmt0262680
IRS990/TotalAssetsGrp/BOYAmt0275503
IRS990/TotalAssetsGrp/EOYAmt0262680
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0268746
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04321
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048591
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0227800
IRS990/TotalFunctionalExpensesGrp/TotalAmt0280712
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05703
IRS990/TotalLiabilitiesEOYAmt05783
IRS990/TotalLiabilitiesGrp/BOYAmt05703
IRS990/TotalLiabilitiesGrp/EOYAmt05783
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0269800
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0256897
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0227800
IRS990/TotalReportableCompFromOrgAmt024000
IRS990/TotalRevenueGrp/ExclusionAmt0-973
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0267809
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0275503
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0262680
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC GRASSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09789704786
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/PreparerFirmGrp/PreparerFirmEIN0821733689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHANNON CULLEN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 NORTH RD STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001824
ReturnHeader/PreparerPersonGrp/PhoneNum09782503777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C SHANNON III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T17:28:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRASSO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,680
Liabilities
$5,783
Net assets
$256,897
Revenue
$267,809
Expenses
$280,712
Net income
-$12,903
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
2021Detailed filing. Detailed filing data is available for this year.$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