Civic Intelligence

Frank J Keane Scholarship Fund Local 169

EIN 23-7033185 • 501(c)3 • Elkins Park, PA

Profile

Providing scholarship benefits to eligible employees of participating employers in the fund who are also active or retired members of local 169.

1363 W Cheltenham AvenueElkins Park, PA 19027

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.03x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.07x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-15%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$42,998

Up $11,815 (+38%) from 2023

Liabilities

Up

$1,450

Up $150 (+12%) from 2023

Net Assets

Up

$41,548

Up $11,665 (+39%) from 2023

Revenue

Down

$19,589

Down $3,373 (-15%) from 2023

Expenses

Down

$7,924

Down $730 (-8.4%) from 2023

Net Income

Down

$11,665

Down $2,643 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2018: $29,532Liabilities 2018: $1,200Net Assets 2018: $28,3322018Assets 2019: $18,441Liabilities 2019: $1,200Net Assets 2019: $17,2412019Assets 2020: $4,194Liabilities 2020: $1,200Net Assets 2020: $2,9942020Assets 2021: $14,977Liabilities 2021: $1,200Net Assets 2021: $13,7772021Assets 2022: $16,775Liabilities 2022: $1,200Net Assets 2022: $15,5752022Assets 2023: $31,183Liabilities 2023: $1,300Net Assets 2023: $29,8832023Assets 2024: $42,998Liabilities 2024: $1,450Net Assets 2024: $41,5482024

Highlighted filing

2024

Assets$42,998
Liabilities$1,450
Net Assets$41,548

Operations Trend

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

$30K$20K$10K$0-$10K-$20KRevenue 2018: $20,930Expenses 2018: $16,177Net Income 2018: $4,7532018Revenue 2019: $8,684Expenses 2019: $19,775Net Income 2019: -$11,0912019Revenue 2020: $4,095Expenses 2020: $18,342Net Income 2020: -$14,2472020Revenue 2021: $25,732Expenses 2021: $14,949Net Income 2021: $10,7832021Revenue 2022: $12,209Expenses 2022: $10,634Net Income 2022: $1,5752022Revenue 2023: $22,962Expenses 2023: $8,654Net Income 2023: $14,3082023Revenue 2024: $19,589Expenses 2024: $7,924Net Income 2024: $11,6652024

Highlighted filing

2024

Revenue$19,589
Expenses$7,924
Net Income$11,665

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 1, 2025
Return Version
2023v6.0
Gross Receipts
$19,589
Mission and Program Overview

Mission

Providing scholarships

Providing scholarship benefits to eligible employees of participating employers in the fund who are also active or retired members of local 169.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS RANGING FROM $500 TO $2,500 WEREPROVIDED TO 6 STUDENTS, WHO WERE CHILDREN OF ELIGIBLEEMPLOYEES OF PARTICIPATING EMPLOYERS IN THE FUND.$10,000$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BRUNNERTrustee-$0--
SHANE REICETrustee-$0--
RAYMOND TARNOWSKITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frank J Keane Scholarship Fund Local 169
EIN
23-7033185
Phone
2156351696
Address
1363 W CHELTENHAM AVENUE, ELKINS PARK, PA 19027

Signing Officer

Name
Robert Brunner
Title
Trustee
Phone
2156351696
Signed
2025-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Bacheler & Company Pc
Address
400 S KINGS HWY, CHERRY HILL, NJ 08034
Preparer
William J Bacheler CPA
Phone
8564291835
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

FIDUCIARY BOND 167.

Form 990EZ, Part II, Line 24

Employer contributions receivable 4135. 1613.

Form 990EZ, Part II, Line 24

Prepaid fiduciary bond 255. 88.

Form 990EZ, Part II, Line 26

Accrued expenses 1300. 1450.

Raw XML Appendix167 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT BRUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANE REICE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
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IRS990EZ/OtherExpensesTotalAmt0167
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING SCHOLARSHIP BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS IN THE FUND WHO ARE ALSO ACTIVE OR RETIRED MEMBERS OF LOCAL 169.
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FUND REVIEWS THE FINANCIAL STATEMENTS OF THE SUPPORTED ORGANIZATION, WAREHOUSE EMPLOYEES UNION LOCAL 169, ANNUALLY, IN ORDER TO REVIEW ITS FUNDING SOURCES. THE SUPPORTED ORGANIZATION IS FUNDED CLOSE TO 100% BY MEMBERSHIP DUES, THUS CLEARLY MEETING THE 33 1/3 PUBLIC SUPPORT TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION VERIFIES THAT THE BENEFITS PAID TO SCHOLARSHIP RECIPIENTS, THE MEMBERS OF THE CHARITABLE CLASS OF THE SUPPORTED ORGANIZATION, HAVE USED THE BENEFITS RECEIVED FOR TUITION AT THE COLLEGE OR UNIVERSITY INDICATED ON THEIR SCHOLARSHIP APPLICATION. THIS IS DONE BY REQUIRING THAT THE SCHOLARSHIP RECIPIENT PROVIDE A TUITION INVOICE OR OTHER PROOF OF PAYMENT FROM THE EDUCATIONAL INSTITUTION. EDUCATION IS A IRC 170(C)(2)(B) PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec A Ln 3b
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WAREHOUSE EMPLOYEES' LOCAL 169
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIDUCIARY BOND 167.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYER CONTRIBUTIONS RECEIVABLE 4135. 1613.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BRUNNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156351696
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK J KEANE SCHOLARSHIP FUND LOCAL 169
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ReturnHeader/Filer/EIN0237033185
ReturnHeader/Filer/PhoneNum02156351696
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ReturnHeader/Filer/USAddress/CityNm0ELKINS PARK
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008034
ReturnHeader/PreparerPersonGrp/PhoneNum08564291835
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J BACHELER CPA
ReturnHeader/ReturnTs02025-05-27T08:18:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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