Civic Intelligence

Osia Charitable & Educational Trust

990 • Fiscal year 2019 • EIN 04-6190445

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

Organization Profilewww.osiama.org
93 Concord AvenueBelmont, MA 02478

(617) 489-5234

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.06x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-5.7%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$640,120

Up $13,136 (+2.1%) from 2018

Net Assets

Up

$635,242

Up $13,101 (+2.1%) from 2018

Liabilities

Up

$4,878

Up $35 (+0.7%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Down

$88,687

Down $5,371 (-5.7%) from 2018

Expenses

Up

$114,857

Up $18,983 (+20%) from 2018

Net Income

Down

-$26,170

Down $24,354 (-1341%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2010: $669,253Liabilities 2010: $0Net Assets 2010: $669,2532010Assets 2011: $620,048Liabilities 2011: $0Net Assets 2011: $620,0482011Assets 2012: $640,666Liabilities 2012: $0Net Assets 2012: $640,6662012Assets 2013: $649,594Liabilities 2013: $0Net Assets 2013: $649,5942013Assets 2014: $667,832Liabilities 2014: $7,210Net Assets 2014: $660,6222014Assets 2015: $623,351Liabilities 2015: $0Net Assets 2015: $623,3512015Assets 2016: $641,436Liabilities 2016: $0Net Assets 2016: $641,4362016Assets 2017: $669,483Liabilities 2017: $0Net Assets 2017: $669,4832017Assets 2018: $626,984Liabilities 2018: $4,843Net Assets 2018: $622,1412018Assets 2019: $640,120Liabilities 2019: $4,878Net Assets 2019: $635,2422019Assets 2020: $649,991Liabilities 2020: $3,335Net Assets 2020: $646,6562020Assets 2021: $707,656Liabilities 2021: $2,755Net Assets 2021: $704,9012021Assets 2022: $609,978Liabilities 2022: $2,695Net Assets 2022: $607,2832022Assets 2023: $585,385Liabilities 2023: $5,670Net Assets 2023: $579,7152023Assets 2024: $567,115Liabilities 2024: $5,601Net Assets 2024: $561,5142024

Highlighted filing

2019

Assets$640,120
Liabilities$4,878
Net Assets$635,242
Open 2019 Filing

Operations Trend

Revenue Growth30th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $73,6782010Expenses 2011: $94,7512011Expenses 2012: $68,5932012Revenue 2013: $72,733Expenses 2013: $96,367Net Income 2013: -$23,6342013Revenue 2014: $95,808Expenses 2014: $65,927Net Income 2014: $29,8812014Revenue 2015: $61,161Expenses 2015: $73,894Net Income 2015: -$12,7332015Revenue 2016: $83,016Expenses 2016: $79,835Net Income 2016: $3,1812016Revenue 2017: $97,424Expenses 2017: $84,933Net Income 2017: $12,4912017Revenue 2018: $94,058Expenses 2018: $95,874Net Income 2018: -$1,8162018Revenue 2019: $88,687Expenses 2019: $114,857Net Income 2019: -$26,1702019Revenue 2020: $51,666Expenses 2020: $68,588Net Income 2020: -$16,9222020Revenue 2021: $119,878Expenses 2021: $104,803Net Income 2021: $15,0752021Revenue 2022: $7,008Expenses 2022: $75,514Net Income 2022: -$68,5062022Revenue 2023: $61,709Expenses 2023: $106,600Net Income 2023: -$44,8912023Revenue 2024: $67,225Expenses 2024: $82,496Net Income 2024: -$15,2712024

Highlighted filing

2019

Revenue$88,687
Expenses$114,857
Net Income-$26,170
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$110,562
Mission and Program Overview

Mission

The organizations principal activity is to provide assistance to members in need, to support various charitable organizations and to provide academic scholarships enabling individuals to attend institutions for higher learning.

The Organization's principal activites are to provide assistance to members in need, support to various charitable organizations and academic scholarships enabling individuals to attend institutions for higher learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$351,352$384,129▲ $32,777
Other Notes and Loans Receivable, Net$226,613$219,460▼ $7,153
Savings and Temporary Cash Investments$33,810$18,878▼ $14,932
Cash and Non-Interest-Bearing Accounts$14,614$17,256▲ $2,642
Land, Buildings, and Equipment, Net$595$397▼ $198
Total Assets$626,984$640,120▲ $13,136
Liabilities
Accounts Payable and Accrued Expenses$4,843$4,878▲ $35
Total Liabilities$4,843$4,878▲ $35
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$622,141$581,399▼ $40,742
Net Assets With Donor Restrictions-$53,843-
Total Net Assets Fund Balance$622,141$635,242▲ $13,101
Total Liabilities and Net Assets / Fund Balance$626,984$640,120▲ $13,136

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$397$15,048$15,445

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$64,833$57,772-$68,762$53,843
2018$54,302$64,995-$54,464$64,833
2017$59,616$60,450-$65,764$54,302
2016$57,912$63,147▲ $8$61,451$59,616
2015$81,932$24,647-$48,667$57,912
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Kevin CairaChairman
Denise FurnariState President
Doreen FedericoCommissioner
Elizabeth SandquistCommissioner
James FiccoCommissioner
John DePintoCommissioner
John RomanoCommissioner
John SaladinoCommissioner
Rodolfo ViscomiCommissioner
Revenue and Support

Revenue Composition

Contributions and Grants
$57,957
Program Service Revenue
$0
Investment Income
$30,730
Other Revenue
$0
All Other Contributions
$57,957
Change in Net Assets
$-26,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$88,687
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$39,271
Total Revenue per Audited Statements
$127,958
Total Revenue per Form 990
$88,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,346
Other Expenses$41,511
Total Fundraising Expense$205
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,346--$73,346
Payments to Affiliates-$35,333-$35,333
Fees for Services Accounting-$5,775-$5,775
Depreciation Depletion-$198-$198
Other Expenses--$35$35
Total Functional Expenses$73,346$41,306$205$114,857

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$114,857
Total Expenses per Audited Statements$114,857
Total Expenses per Form 990$114,857
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common Management-No$12,000
-Common Management-No$11,159
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The governing board reviews Form 990 for any errors or omissions and reports any errors, omissions or concerns at the appropriate meetings with the governing board of the Trust. The Secretary will, in writing, report any inputs from the Trustees back to the Executive Director who will in turn forward these inputs to the independent auditors.”

Form 990, Part VI, Section B, line 12C

“Board members are required to sign an acknowledgement form once elected to confirm that no conflicts of interest exist. Board members shall refrain from obtaining any list of clients for personal or private solicitation purposes at any time during their affiliation.”

Form 990, Part VI, Section B, line 15

“The State Council of the Grand Lodge of Massachusetts sets and annually reviews the salary for the Executive Director and the salary or hourly wages for all employees.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, policy statements, and financial statements available to the public upon request through the Grand Lodge of Massachusetts website.”

Filing and Contact Details

Filer

Filer Name
OSIA Charitable & Educational Trust
EIN
04-6190445
Phone
6174895234
Address
93 Concord Avenue, Belmont, MA 02478

Signing Officer

Name
Denise Furnari
Title
State President
Phone
6174895234
Signed
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Furnari
Formed
1973
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
25

Preparer

Firm
Crr Llp
Address
545 Salem Street, Wakefield, MA 01880
Preparer
Nino Visconti
Phone
7812797788
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“Net assets with donor restrictions are to be used to provide assistance to members in need, support various charitable organizations and provide academic scholarships to qualified individuals attending post secondary education.”

Part X, Line 2:

“The Financial Accounting Standards Board (FASB) issued ASC 740, "Income Taxes" (ASC 740). ASC 740 clarifies the accounting for income taxes by prescribing a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined in ASC 740 as a tax position that is more likely than not to be sustained upon examination by the applicable tax authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. As of December 31, 2019, the Trust had no material unrecognized tax benefits and no adjustments to liabilities or operations were required under ASC 740. The Trust's practice was and continues to be to recognize interest and penalty expenses related to uncertain tax positions in income tax expense, which were zero for the year ended December 31, 2019. Generally, the Trust's three preceding tax years are subject to examination by federal and state tax authorities. There are no income tax examinations currently in process.”

Raw XML AppendixShowing 400 of 487 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.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt063622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0273565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026605
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017841
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020075
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0101917
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72860
IRS990ScheduleA/PublicSupportPY170Pct00.68560
IRS990ScheduleA/PublicSupportTotal170Amt0273565
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt065439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt060850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025697
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0273565
IRS990ScheduleA/TotalSupportAmt0375482
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/CYEndwmtFundGrp/BeginningYearBalanceAmt064833
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt057772
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt053843
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt068762
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt054302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt064995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt064833
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt054464
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt059616
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt060450
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt054302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt065764
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt057912
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt063147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt059616
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt061451
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt081932
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt024647
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt057912
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt048667
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0397
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015048
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015445
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0114857
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt039271
IRS990ScheduleD/RevenueNotReportedAmt039271
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt088687
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Net assets with donor restrictions are to be used to provide assistance to members in need, support various charitable organizations and provide academic scholarships to qualified individuals attending post secondary education.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Financial Accounting Standards Board (FASB) issued ASC 740, "Income Taxes" (ASC 740). ASC 740 clarifies the accounting for income taxes by prescribing a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined in ASC 740 as a tax position that is more likely than not to be sustained upon examination by the applicable tax authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. As of December 31, 2019, the Trust had no material unrecognized tax benefits and no adjustments to liabilities or operations were required under ASC 740. The Trust's practice was and continues to be to recognize interest and penalty expenses related to uncertain tax positions in income tax expense, which were zero for the year ended December 31, 2019. Generally, the Trust's three preceding tax years are subject to examination by federal and state tax authorities. There are no income tax examinations currently in process.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0397
IRS990ScheduleD/TotalExpensesPerForm990Amt0114857
IRS990ScheduleD/TotalRevenuePerForm990Amt088687
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0127958
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0114857
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0OSIA Trust of 1985
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1OSIA Trust of 1985
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Common Management
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Common Management
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt012000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt111159
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The governing board reviews Form 990 for any errors or omissions and reports any errors, omissions or concerns at the appropriate meetings with the governing board of the Trust. The Secretary will, in writing, report any inputs from the Trustees back to the Executive Director who will in turn forward these inputs to the independent auditors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members are required to sign an acknowledgement form once elected to confirm that no conflicts of interest exist. Board members shall refrain from obtaining any list of clients for personal or private solicitation purposes at any time during their affiliation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The State Council of the Grand Lodge of Massachusetts sets and annually reviews the salary for the Executive Director and the salary or hourly wages for all employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization makes its governing documents, policy statements, and financial statements available to the public upon request through the Grand Lodge of Massachusetts website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0046655409
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Rental
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0OSIA Trust of 1985
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt093 Concord Avanue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Belmont
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd002478
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Sons of Italy in America
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Benefit Insurance Commission
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0041840950
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1042900144
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(8) & (c)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(8) & (c)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Fraternal Lodge
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Fraternal Benefit
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt093 Concord Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt193 Concord Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Belmont
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Belmont
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002478
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102478
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0219460
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt112000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt21950
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Fair value of loan
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Fair market value
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Fair market value
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OSIA Trust of 1985
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1OSIA Trust of 1985
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Sons of Italy in America
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransferFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$640,120
Liabilities
$4,878
Net assets
$635,242
Revenue
$88,687
Expenses
$114,857
Net income
-$26,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.67$0.06$5.62$0.67$0.82$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.85$0.06$5.80$0.62$1.07$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$0.03$6.07$0.07$0.76$0.69
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.08$0.03$7.05$1.20$1.05$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.03$6.47$0.52$0.69$0.17
2019Detailed filing. Detailed filing data is available for this year.$6.40$0.05$6.35$0.89$1.15$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.05$6.22$0.94$0.96$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$6.69$0.97$0.85$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$0.00$6.41$0.83$0.80$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.23$0.00$6.23$0.61$0.74$0.13
2014Detailed filing. Detailed filing data is available for this year.$6.68$0.07$6.61$0.96$0.66$0.30
2013Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.73$0.96$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.41$0.00$6.41$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.00$6.20$0.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.69$0.00$6.69$0.74