Civic Intelligence

Local 371 Robert Burke Petronella Scholarship Fund

990EZ • Fiscal year 2015 • EIN 06-6147136

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 23, 2016

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

42nd percentile

0.1%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

63774%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$11,863

Up $21 (+0.2%) from 2014

Net Assets

Up

$11,863

Up $21 (+0.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin42nd percentile

Revenue

Up

$30,021

Up $29,974 (+63774%) from 2014

Expenses

Up

$30,000

Up $1,500 (+5.3%) from 2014

Net Income

Up

$21

Up $28,474 (+100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2015

Assets$11,863
Liabilities$0
Net Assets$11,863
Open 2015 Filing

Operations Trend

Revenue Growth100th 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

2015

Revenue$30,021
Expenses$30,000
Net Income$21
Open 2015 Filing
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 Pay75th 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
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/BOYAmt011842
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt030021
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011863
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/OtherRevenueTotalAmt021
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO CHILDREN OF UFCW LOCAL 371 UNION MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS WERE PROVIDED TO 20 QUALIFIED INDIVIDUALS TOWARDS THEIR COLLEGE TUITION.THESE INDIVIDUALS ATTENDED 18 DIFFERENT COLLEGES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030000
IRS990EZ/TotalProgramServiceExpensesAmt030000
IRS990EZ/TotalRevenueAmt030021
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0126000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt058
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0233
IRS990ScheduleA/InvestmentIncomeCYPct00.00180
IRS990ScheduleA/InvestmentIncomePYPct00.00200
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99820
IRS990ScheduleA/PublicSupportPY509Pct00.99800
IRS990ScheduleA/PublicSupportTotal509Amt0126000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032000
IRS990ScheduleA/Total509Grp/TotalAmt0126000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032052
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0126233
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST. Amount: 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: SCHOLARSHIPS. Grantee Name: VARIOUS GRANTEES. Amount Given: 30,000.
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WILKINSON
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
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 WEST 50TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
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.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,863
Liabilities
$0
Net assets
$11,863
Revenue
$30,021
Expenses
$30,000
Net income
$21
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