Civic Intelligence

Ibew Local No 99 Scholarship Fund

EIN 20-1023983 • 501(c)3 • Cranston, RI

Profile

To stimulate interest in the pursuit of higher education among members and their families.

22 Amflex DriveCranston, RI 02921

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

-3.9%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$471,140

Up $42,989 (+10%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$471,140

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Down

$150,306

Down $6,089 (-3.9%) from 2024

Expenses

Up

$107,317

Up $62,944 (+142%) from 2024

Net Income

Down

$42,989

Down $69,033 (-62%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0Assets 2015: $229,001Net Assets 2015: $229,0012015Assets 2016: $245,892Net Assets 2016: $245,8922016Assets 2017: $311,503Net Assets 2017: $311,5032017Assets 2018: $369,506Liabilities 2018: $02018Assets 2019: $430,190Net Assets 2019: $430,1902019Assets 2020: $420,963Liabilities 2020: $02020Assets 2021: $390,802Net Assets 2021: $390,8022021Assets 2022: $404,751Net Assets 2022: $404,7512022Assets 2023: $316,129Liabilities 2023: $02023Assets 2024: $428,151Liabilities 2024: $02024Assets 2025: $471,140Net Assets 2025: $471,1402025

Highlighted filing

2025

Assets$471,140
Liabilities-
Net Assets$471,140
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$200K$100K$0-$100KRevenue 2015: $16,800Expenses 2015: $11,747Net Income 2015: $5,0532015Revenue 2016: $21,189Expenses 2016: $4,298Net Income 2016: $16,8912016Revenue 2017: $91,047Expenses 2017: $25,436Net Income 2017: $65,6112017Revenue 2018: $81,834Expenses 2018: $23,831Net Income 2018: $58,0032018Revenue 2019: $106,743Expenses 2019: $46,059Net Income 2019: $60,6842019Revenue 2020: $101,078Expenses 2020: $110,305Net Income 2020: -$9,2272020Revenue 2021: $79,818Expenses 2021: $109,979Net Income 2021: -$30,1612021Revenue 2022: $85,084Expenses 2022: $71,135Net Income 2022: $13,9492022Revenue 2023: $98,002Expenses 2023: $186,624Net Income 2023: -$88,6222023Revenue 2024: $156,395Expenses 2024: $44,373Net Income 2024: $112,0222024Revenue 2025: $150,306Expenses 2025: $107,317Net Income 2025: $42,9892025

Highlighted filing

2025

Revenue$150,306
Expenses$107,317
Net Income$42,989
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,140
Liabilities
-
Net assets
$471,140
Revenue
$150,306
Expenses
$107,317
Net income
$42,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.71$4.71$1.50$1.07$0.43
2024Summary only. Only limited summary data is available for this year.$4.28$0.00$1.56$0.44$1.12
2023Summary only. Only limited summary data is available for this year.$3.16$0.00$0.98$1.87$0.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$4.05$0.85$0.71$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$3.91$0.80$1.10$0.30
2020Summary only. Only limited summary data is available for this year.$4.21$0.00$1.01$1.10$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$4.30$1.07$0.46$0.61
2018Summary only. Only limited summary data is available for this year.$3.70$0.00$0.82$0.24$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$3.12$0.91$0.25$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$2.46$0.21$0.04$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.29$2.29$0.17$0.12$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$171,664
Mission and Program Overview

Mission

To stimulate interest in the pursuit of higher education among members and their families.

Program Services

DescriptionGrantsExpenses
To encourage its members and their dependents to improve their educational background, enhance the Union's industry, and improve the lifestyle of the members of the Union, their family, and their community.-$94,792
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph WalshChairman-$0--
Wayne TaitTrustee-$0--
Eric WinemanTrustee-$0--
Derek EstradaTrustee-$0--
Brian JacobTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf tournamnt$39,500$39,500$11,278$28,222
Total Events$39,500$39,500$21,358$18,142
Filing and Contact Details

Filer

Filer Name
IBEW Local No 99 Scholarship Fund
EIN
20-1023983
Phone
4019469900
Address
22 Amflex Drive, Cranston, RI 02921

Signing Officer

Name
Joseph Walsh
Title
Trustee
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Ward Fisher & Company LLP
Address
250C Centerville Road, Warwick, RI 02886
Preparer
Robert D Giudici
Phone
4013846464
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: scholarship | Donee's Name: Various | Cash Amount Given: $90000”

Other Expenses.1002

“Office Expenses $1090”

Other Expenses.1012

“Insurance $196”

Raw XML Appendix179 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Joseph Walsh
IRS990EZ/BooksInCareOfDetail/PhoneNum04019469900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022 Amflex Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cranston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002921
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0428151
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0471140
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt042989
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011239
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0428151
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0471140
IRS990EZ/FundraisingGrossIncomeAmt039500
IRS990EZ/GrantsAndSimilarAmountsPaidAmt094792
IRS990EZ/GrossReceiptsAmt0171664
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013388
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0428151
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0471140
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0428151
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0471140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joseph Walsh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Wayne Tait
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Eric Wineman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Derek Estrada
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brian Jacob
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01286
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To stimulate interest in the pursuit of higher education among members and their families.
IRS990EZ/ProgramServiceRevenueAmt0118776
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To encourage its members and their dependents to improve their educational background, enhance the Union's industry, and improve the lifestyle of the members of the Union, their family, and their community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094792
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021358
IRS990EZ/SpecialEventsNetIncomeLossAmt018142
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0107317
IRS990EZ/TotalProgramServiceExpensesAmt094792
IRS990EZ/TotalRevenueAmt0150306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0118776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0116592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt096765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0487089
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012456
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014668
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01237
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0476
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0580
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012456
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014668
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01237
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0476
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029417
IRS990ScheduleA/InvestmentIncomeCYPct00.05170
IRS990ScheduleA/InvestmentIncomePYPct00.04040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt018142
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt025135
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt08890
IRS990ScheduleA/OtherIncome509Grp/TotalAmt052167
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85650
IRS990ScheduleA/PublicSupportPY509Pct00.89260
IRS990ScheduleA/PublicSupportTotal509Amt0487089
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0116592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079238
IRS990ScheduleA/Total509Grp/TotalAmt0487089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0149374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0156395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079818
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0568673
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021358
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf tournamnt
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018142
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011278
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010080
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: scholarship | Donee's Name: Various | Cash Amount Given: $90000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $196
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Walsh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW Local No 99 Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0201023983
ReturnHeader/Filer/PhoneNum04019469900
ReturnHeader/Filer/USAddress/AddressLine1Txt022 Amflex Drive
ReturnHeader/Filer/USAddress/CityNm0Cranston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002921
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050234540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ward Fisher & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250C Centerville Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Warwick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002886
ReturnHeader/PreparerPersonGrp/PhoneNum04013846464
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Giudici
ReturnHeader/ReturnTs02025-11-07T11:06:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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