Civic Intelligence

Local 371 Robert Burke Petronella Memorial Scholarship Fund

EIN 06-6147136 • 501(c)3 • Westport, CT

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Profile

To provide scholarships to children of ufcw local 371 union members.

290 Post Road West PO Box 470Westport, CT 06881
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

4.9%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

5.1%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$13,199

Up $1,547 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin56th percentile

Revenue

Up

$31,572

Up $1,542 (+5.1%) from 2018

Expenses

Down

$30,025

Down $274 (-0.9%) from 2018

Net Income

Up

$1,547

Up $1,816 (+675%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $32,630Liabilities 2010: $0Net Assets 2010: $32,6302010Assets 2011: $34,682Liabilities 2011: $02011Assets 2012: $35,237Liabilities 2012: $02012Assets 2013: $40,295Liabilities 2013: $0Net Assets 2013: $40,2952013Assets 2014: $11,842Liabilities 2014: $0Net Assets 2014: $11,8422014Assets 2015: $11,863Liabilities 2015: $0Net Assets 2015: $11,8632015Assets 2016: $11,890Liabilities 2016: $02016Assets 2017: $11,921Liabilities 2017: $02017Assets 2018: $11,652Liabilities 2018: $02018Assets 2019: $13,199Liabilities 2019: $02019

Highlighted filing

2019

Assets$13,199
Liabilities$0
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2010: $32,849Expenses 2010: $30,000Net Income 2010: $2,8492010Revenue 2011: $32,052Expenses 2011: $30,000Net Income 2011: $2,0522011Revenue 2012: $32,055Expenses 2012: $31,500Net Income 2012: $5552012Revenue 2013: $32,058Expenses 2013: $27,000Net Income 2013: $5,0582013Revenue 2014: $47Expenses 2014: $28,500Net Income 2014: -$28,4532014Revenue 2015: $30,021Expenses 2015: $30,000Net Income 2015: $212015Revenue 2016: $30,027Expenses 2016: $30,000Net Income 2016: $272016Revenue 2017: $30,031Expenses 2017: $30,000Net Income 2017: $312017Revenue 2018: $30,030Expenses 2018: $30,299Net Income 2018: -$2692018Revenue 2019: $31,572Expenses 2019: $30,025Net Income 2019: $1,5472019

Highlighted filing

2019

Revenue$31,572
Expenses$30,025
Net Income$1,547
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$13,199
Liabilities
$0
Net assets
-
Revenue
$31,572
Expenses
$30,025
Net income
$1,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$13.2$0.00$31.6$30.0$1.55
2018Summary only. Only limited summary data is available for this year.$11.7$0.00$30.0$30.3$0.27
2017Summary only. Only limited summary data is available for this year.$11.9$0.00$30.0$30.0$0.03
2016Summary only. Only limited summary data is available for this year.$11.9$0.00$30.0$30.0$0.03
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$30.0$30.0$0.02
2014Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.05$28.5$28.5
2013Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$32.1$27.0$5.06
2012Summary only. Only limited summary data is available for this year.$35.2$0.00$32.1$31.5$0.56
2011Summary only. Only limited summary data is available for this year.$34.7$0.00$32.1$30.0$2.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.6$0.00$32.6$32.8$30.0$2.85
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 23, 2016
Return Version
2015v2.1
Gross Receipts
$30,021
Mission and Program Overview

Mission

To provide scholarships to children of ufcw local 371 union members.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS WERE PROVIDED TO 20 QUALIFIED INDIVIDUALS TOWARDS THEIR COLLEGE TUITION.THESE INDIVIDUALS ATTENDED 18 DIFFERENT COLLEGES.$30,000$30,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS WILKINSONTrustee-$0--
RONALD PETRONELLATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Local 371 Robert Burke
EIN
06-6147136
Phone
2032264751
Address
290 POST ROAD WEST PO BOX 470, WESTPORT, CT 06881

Signing Officer

Name
Thomas Wilkinson
Title
Trustee
Phone
2032264751
Signed
2016-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Weisermazars Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020
Preparer
Israel Tannenbaum
Phone
2128127000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: INTEREST. Amount: 21.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIPS. Grantee Name: VARIOUS GRANTEES. Amount Given: 30,000.”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTPORT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0126000
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IRS990ScheduleA/InvestmentIncomeCYPct00.00180
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032264751
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 371 ROBERT BURKE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PETRONELLA MEMORIAL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0066147136
ReturnHeader/Filer/PhoneNum02032264751
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02128127000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Israel Tannenbaum
ReturnHeader/ReturnTs02016-05-16T11:24:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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