Civic Intelligence

John Fox Scholarship Fund

EIN 23-2652470 • 501(c)3 • Philadelphia, PA

Profile

Providing financial assistance to members of union local no. 274 philadelphia joint board and their dependent children who have demonstrated scholastic ability, good charcter, and qualities of leadership who might not otherwise be able to afford a college education.

22 S 22nd Street Mezzanine FloorPhiladelphia, PA 19103

n/A

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.31x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-47%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.0%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,119,794

Up $63,756 (+6.0%) from 2023

Liabilities

Up

$19,375

Up $5,046 (+35%) from 2023

Net Assets

Up

$1,100,419

Up $58,710 (+5.6%) from 2023

Revenue

Down

$62,030

Down $19,740 (-24%) from 2023

Expenses

Down

$91,177

Down $16,934 (-16%) from 2023

Net Income

Down

-$29,147

Down $2,806 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $95,392Liabilities 2010: $0Net Assets 2010: $95,3922010Assets 2011: $76,195Liabilities 2011: $02011Assets 2012: $72,778Liabilities 2012: $0Net Assets 2012: $72,7782012Assets 2013: $62,247Liabilities 2013: $02013Assets 2014: $1,382,767Liabilities 2014: $40,776Net Assets 2014: $1,341,9912014Assets 2015: $1,166,690Liabilities 2015: $20,085Net Assets 2015: $1,146,6052015Assets 2016: $1,246,953Liabilities 2016: $25,233Net Assets 2016: $1,221,7202016Assets 2017: $1,284,986Liabilities 2017: $11,557Net Assets 2017: $1,273,4292017Assets 2018: $1,101,998Liabilities 2018: $12,036Net Assets 2018: $1,089,9622018Assets 2019: $1,225,966Liabilities 2019: $12,972Net Assets 2019: $1,212,9942019Assets 2020: $1,216,874Liabilities 2020: $17,565Net Assets 2020: $1,199,3092020Assets 2021: $1,307,811Liabilities 2021: $24,664Net Assets 2021: $1,283,1472021Assets 2022: $927,616Liabilities 2022: $13,481Net Assets 2022: $914,1352022Assets 2023: $1,056,038Liabilities 2023: $14,329Net Assets 2023: $1,041,7092023Assets 2024: $1,119,794Liabilities 2024: $19,375Net Assets 2024: $1,100,4192024

Highlighted filing

2024

Assets$1,119,794
Liabilities$19,375
Net Assets$1,100,419

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2010: $28,258Expenses 2010: $34,418Net Income 2010: -$6,1602010Revenue 2011: $31,839Expenses 2011: $51,036Net Income 2011: -$19,1972011Revenue 2012: $34,971Expenses 2012: $38,388Net Income 2012: -$3,4172012Revenue 2013: $32,427Expenses 2013: $40,508Net Income 2013: -$8,0812013Revenue 2014: $44,532Expenses 2014: $96,813Net Income 2014: -$52,2812014Revenue 2015: $86,838Expenses 2015: $84,683Net Income 2015: $2,1552015Revenue 2016: $120,790Expenses 2016: $92,363Net Income 2016: $28,4272016Revenue 2017: $75,929Expenses 2017: $117,192Net Income 2017: -$41,2632017Revenue 2018: $75,231Expenses 2018: $113,248Net Income 2018: -$38,0172018Revenue 2019: $84,763Expenses 2019: $104,727Net Income 2019: -$19,9642019Revenue 2020: -$72,210Expenses 2020: $88,478Net Income 2020: -$160,6882020Revenue 2021: $50,362Expenses 2021: $101,630Net Income 2021: -$51,2682021Revenue 2022: $14,414Expenses 2022: $116,511Net Income 2022: -$102,0972022Revenue 2023: $81,770Expenses 2023: $108,111Net Income 2023: -$26,3412023Revenue 2024: $62,030Expenses 2024: $91,177Net Income 2024: -$29,1472024

Highlighted filing

2024

Revenue$62,030
Expenses$91,177
Net Income-$29,147

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.02$1.10$0.06$0.09$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.01$1.04$0.08$0.11$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.01$0.91$0.01$0.12$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.02$1.28$0.05$0.10$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.02$1.20$0.07$0.09$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.01$1.21$0.08$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.01$1.09$0.08$0.11$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.01$1.27$0.08$0.12$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.03$1.22$0.12$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$0.09$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.04$1.34$0.04$0.10$0.05
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.03$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.03$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.03$0.05$0.02
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.03$0.03$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$218,615
Mission and Program Overview

Mission

Providing financial assistance to members of union local no. 274 philadelphia joint board and their dependent children who have demonstrated scholastic ability, good charcter, and qualities of leadership who might not otherwise be able to afford a college education.

Providing financial assistance to members of the philadelphia joint board, including its local 274, and their dependents, who have demonstrated scholastic ability, good character, and qualities of leadership who might not otherwise be able to afford a college education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,041,709$1,100,419▲ $58,710
Investments in Publicly Traded Securities$848,793$908,978▲ $60,185
Savings and Temporary Cash Investments$114,406$106,352▼ $8,054
Investments Other Securities$72,041$69,343▼ $2,698
Cash and Non-Interest-Bearing Accounts$19,070$33,459▲ $14,389
Prepaid Expenses and Deferred Charges$1,124$1,302▲ $178
Accounts Receivable$604$360▼ $244
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,056,038$1,119,794▲ $63,756
Liabilities
Accounts Payable and Accrued Expenses$13,311$18,297▲ $4,986
Other Liabilities$1,018$1,078▲ $60
Total Liabilities$14,329$19,375▲ $5,046
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,041,709$1,100,419▲ $58,710
Total Liabilities and Net Assets / Fund Balance$1,056,038$1,119,794▲ $63,756

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$69,343--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Anne Marie ZarenUnion Trustee$107,782$107,782
Gina WilsonUnion Trustee$83,558$83,558
Lynne P FoxUnion Trustee$9,149$9,149
Richard MinterUnion Trustee$1,134$1,134

Board Members and Trustees

NameTitle
Mark HildebrandtEmployer Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,423
Investment Income
$46,607
Other Revenue
$0
Change in Net Assets
$-29,147

Audited Revenue Reconciliation

Revenue per Audited Statements
$52,036
Revenue Not Reported on Financial Statements
$9,994
Revenue Not Reported on Form 990
$87,857
Total Revenue per Audited Statements
$139,893
Total Revenue per Form 990
$62,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,377
Grants and Similar Amounts Paid$27,800
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$29,178-$29,178
Grants to Domestic Individuals$27,800--$27,800
Fees for Services Accounting-$14,100-$14,100
Fees for Service Investment Mgmnt Fees-$9,992-$9,992
Fees for Services Legal-$6,006-$6,006
Insurance-$4,099-$4,099
Fees for Services Other-$2-$2
Total Functional Expenses$27,800$63,377$0$91,177

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$91,177
Expenses per Audited Statements$81,183
Total Expenses per Audited Statements$81,183
Expenses Not Reported on Financial Statements$9,994
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
To Related Entity$1,078
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization has no other committees.

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

The form 990 is provided to the board of trustees for review prior to filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
John Fox Scholarship Fund
EIN
23-2652470
Phone
2157519770
Address
22 S 22ND STREET MEZZANINE FLOOR, PHILADELPHIA, PA 19103

Signing Officer

Name
Anne Marie Zaren
Title
Trustee
Phone
2157519770
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Marie Zaren
Formed
2009
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and to recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.

Raw XML AppendixShowing 400 of 423 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013311
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018297
IRS990/AccountsReceivableGrp/BOYAmt0604
IRS990/AccountsReceivableGrp/EOYAmt0360
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING FINANCIAL ASSISTANCE TO MEMBERS OF THE PHILADELPHIA JOINT BOARD, INCLUDING ITS LOCAL 274, AND THEIR DEPENDENTS, WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER, AND QUALITIES OF LEADERSHIP WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum02157519770
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt022 S 22ND STREET MEZZANINE FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019103
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt019070
IRS990/CashNonInterestBearingGrp/EOYAmt033459
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt027800
IRS990/CYInvestmentIncomeAmt046607
IRS990/CYOtherExpensesAmt063377
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt015423
IRS990/CYRevenuesLessExpensesAmt0-29147
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt091177
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062030
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ORGANIZATION DEVOTED SOLELY AND EXCLUSIVELY TO THE PURPOSE OF GRANTING FINANCIAL AID IN THE EDUCATIONAL ENDEAVORS OF ELIGIBLE MEMBERS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt027800
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014100
IRS990/FeesForServicesAccountingGrp/TotalAmt014100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06006
IRS990/FeesForServicesLegalGrp/TotalAmt06006
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02
IRS990/FeesForServicesOtherGrp/TotalAmt02
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09992
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09992
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0634
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18149
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt218508
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt423007
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD MINTER
IRS990/Form990PartVIISectionAGrp/PersonNm1LYNNE P FOX
IRS990/Form990PartVIISectionAGrp/PersonNm2GINA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK HILDEBRANDT
IRS990/Form990PartVIISectionAGrp/PersonNm4ANNE MARIE ZAREN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt265050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt484775
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010774
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt027800
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt027800
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt027800
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0167359
IRS990/GrossReceiptsAmt0218615
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04099
IRS990/InsuranceGrp/TotalAmt04099
IRS990/InvestmentIncomeGrp/ExclusionAmt035833
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035833
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt072041
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt069343
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0848793
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0908978
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0156585
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING FINANCIAL ASSISTANCE TO MEMBERS OF THE PHILADELPHIA JOINT BOARD, INCLUDING ITS LOCAL 274, AND THEIR DEPENDENTS, WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER, AND QUALITIES OF LEADERSHIP, AND WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01041709
IRS990/NetAssetsOrFundBalancesEOYAmt01100419
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010774
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010774
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt087857
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029178
IRS990/OfficeExpensesGrp/TotalAmt029178
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01018
IRS990/OtherLiabilitiesGrp/EOYAmt01078
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01124
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01302
IRS990/PrincipalOfficerNm0ANNE MARIE ZAREN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015423
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015423
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt035250
IRS990/PYInvestmentIncomeAmt071327
IRS990/PYOtherExpensesAmt072861
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010443
IRS990/PYRevenuesLessExpensesAmt0-26341
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0108111
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt081770
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-29147
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015423
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01041709
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01100419
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0114406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0106352
IRS990ScheduleA/FactsAndCircumstancesTestTxt0COVID-19 IMPACTED THE ABILITY TO FUNDRAISE ALONG WITH CONTRIBUTING TO A DIP IN CONTRIBUTIONS. THE FUND REMAINS COMMITTED TO PROVIDING SCHOLARSHIPS FOR QUALITY EDUCATION TO ITS MEMBERS AND THEIR DEPENDENTS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010443
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt076196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0134464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0225242
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-279745
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0175658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt061586
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0317205
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19370
IRS990ScheduleA/PublicSupportPY170Pct00.25590
IRS990ScheduleA/PublicSupportTotal170Amt076196
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010443
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013207
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076196
IRS990ScheduleA/TotalSupportAmt0393401
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09994
IRS990ScheduleD/ExpensesSubtotalAmt081183
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09994
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09994
IRS990ScheduleD/NetUnrealizedGainsInvstAmt087857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01078
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TO RELATED ENTITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt069343
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE INVESTMENT TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt087857
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09994
IRS990ScheduleD/RevenueSubtotalAmt052036
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt069343
IRS990ScheduleD/TotalExpensesPerForm990Amt091177
IRS990ScheduleD/TotalLiabilityAmt01078
IRS990ScheduleD/TotalRevenuePerForm990Amt062030
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0139893
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt081183
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS MEMBERS DEPENDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt028
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO OTHER COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHILADELPHIA JOINT BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SIDNEY HILLMAN MEDICAL CENTER OF THE MALE APPAREL WORKERS OF PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LOCAL 274 HEALTH AND WELFARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PHILADELPHIA JOINT BOARD WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0230971735
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231339593
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2231489866
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3231457997
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MEDICAL CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt022 SOUTH 22ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt122 SOUTH 22ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt222 SOUTH 22ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt322 SOUTH 22ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd219103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd319103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027270
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PHILADELPHIA JOINT BOARD
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01056038
IRS990/TotalAssetsEOYAmt01119794
IRS990/TotalAssetsGrp/BOYAmt01056038
IRS990/TotalAssetsGrp/EOYAmt01119794
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063377
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027800
IRS990/TotalFunctionalExpensesGrp/TotalAmt091177
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014329
IRS990/TotalLiabilitiesEOYAmt019375
IRS990/TotalLiabilitiesGrp/BOYAmt014329
IRS990/TotalLiabilitiesGrp/EOYAmt019375
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01041709
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01100419
IRS990/TotalOtherCompensationAmt050298
IRS990/TotalProgramServiceExpensesAmt027800
IRS990/TotalProgramServiceRevenueAmt015423
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt046607
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015423
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062030
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01056038
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01119794
IRS990/TotReportableCompRltdOrgAmt0151325
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt022 S 22ND STREET MEZZANINE FLOOR
IRS990/USAddress/CityNm0PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019103
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE MARIE ZAREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519770
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13

Document Assets

No mirrored PDF or thumbnail assets are attached yet.