Civic Intelligence

Local 371-Robert Burke Petronella Memorial Scholarship Fund

990EZ • Fiscal year 2014 • EIN 06-6147136

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 09, 2015

Organization ProfileN/A

View Organization Page

290 Post Road West PO Box 470Westport, CT 06881

(203) 226-4751

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-60538%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

5th percentile

-71%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$11,842

Down $28,453 (-71%) from 2013

Net Assets

Down

$11,842

Down $28,453 (-71%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$47

Down $32,011 (-100%) from 2013

Expenses

Up

$28,500

Up $1,500 (+5.6%) from 2013

Net Income

Down

-$28,453

Down $33,511 (-663%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$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

2014

Assets$11,842
Liabilities$0
Net Assets$11,842
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$47
Expenses$28,500
Net Income-$28,453
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 9, 2015
Return Version
2014v5.0
Gross Receipts
$47
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS WERE PROVIDED TO 18 QUALIFIED INDIVIDUALS TOWARDS THEIR COLLEGE TUITION.THESE INDIVIDUALS ATTENDED 18 DIFFERENT COLLEGES.$0$28,000
Compensation and Service Providers
Top Officer Pay74th 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
2015-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Weisermazars Llp
Address
60 CROSSWAYS PARK DRIVE WEST SUITE, 301, WOODBURY, NY 11797
Preparer
Mitchell Lewis
Phone
5164881200
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 47.”

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

“Activity classification: scholarships. Grantee name: various grantees. Date of gift: 08/14/14. Amount given: 28,500.”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT BURKE PETRONELLA MEMSCHFD
IRS990EZ/BooksInCareOfDetail/PhoneNum02032264751
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0290 POST ROAD WEST PO BOX 470
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006881
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011842
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-28453
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt028500
IRS990EZ/GrossReceiptsAmt047
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011842
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011842
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD PETRONELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt047
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO CHILDREN OF UFCW LOCAL 371 UNION MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS WERE PROVIDED TO 18 QUALIFIED INDIVIDUALS TOWARDS THEIR COLLEGE TUITION.THESE INDIVIDUALS ATTENDED 18 DIFFERENT COLLEGES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028500
IRS990EZ/TotalProgramServiceExpensesAmt028000
IRS990EZ/TotalRevenueAmt047
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0128800
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt058
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0261
IRS990ScheduleA/InvestmentIncomeCYPct00.00200
IRS990ScheduleA/InvestmentIncomePYPct00.00130
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99800
IRS990ScheduleA/PublicSupportPY509Pct00.98640
IRS990ScheduleA/PublicSupportTotal509Amt0128800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032800
IRS990ScheduleA/Total509Grp/TotalAmt0128800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032849
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0129061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS GRANTEES. DATE OF GIFT: 08/14/14. AMOUNT GIVEN: 28,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032264751
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 371 ROBERT BURKE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PETRONELLA MEMORIAL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0066147136
ReturnHeader/Filer/PhoneNum02032264751
ReturnHeader/Filer/USAddress/AddressLine1Txt0290 POST ROAD WEST PO BOX 470
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006881
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131459550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISERMAZARS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 CROSSWAYS PARK DRIVE WEST SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05164881200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL LEWIS
ReturnHeader/ReturnTs02015-05-13T10:32:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,842
Liabilities
$0
Net assets
$11,842
Revenue
$47
Expenses
$28,500
Net income
-$28,453
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits