Civic Intelligence

Richard E Fitzsimmons Memorial Widows and Orphans Fund

990EZ • Fiscal year 2017 • EIN 26-1813209

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 02, 2017

Organization ProfileN/A
4332 Katonah AvenueBronx, NY 10470

(718) 994-6664

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE Y • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE Y • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2017 filings • NTEE Y • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2017 filings • NTEE Y • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

0.6%

Faster asset growth than 40% of similar nonprofits.

2017 filings • NTEE Y • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

196%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • NTEE Y • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$306,275

Up $1,689 (+0.6%) from 2016

Net Assets

Up

$306,275

Up $1,689 (+0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin66th percentile

Revenue

Up

$12,553

Up $8,316 (+196%) from 2016

Expenses

Up

$10,864

Up $5,178 (+91%) from 2016

Net Income

Up

$1,689

Up $3,138 (+217%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2015: $306,035Liabilities 2015: $0Net Assets 2015: $306,0352015Assets 2016: $304,586Liabilities 2016: $0Net Assets 2016: $304,5862016Assets 2017: $306,275Liabilities 2017: $0Net Assets 2017: $306,2752017Assets 2018: $296,312Liabilities 2018: $0Net Assets 2018: $296,3122018Assets 2019: $286,258Liabilities 2019: $0Net Assets 2019: $286,2582019Assets 2020: $275,245Liabilities 2020: $0Net Assets 2020: $275,2452020Assets 2021: $273,596Liabilities 2021: $0Net Assets 2021: $273,5962021Assets 2022: $249,093Liabilities 2022: $0Net Assets 2022: $249,0932022Assets 2023: $259,036Liabilities 2023: $0Net Assets 2023: $259,0362023Assets 2024: $277,480Liabilities 2024: $0Net Assets 2024: $277,4802024Assets 2025: $296,468Liabilities 2025: $0Net Assets 2025: $296,4682025

Highlighted filing

2017

Assets$306,275
Liabilities$0
Net Assets$306,275
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2015: $47,141Expenses 2015: $9,937Net Income 2015: $37,2042015Revenue 2016: $4,237Expenses 2016: $5,686Net Income 2016: -$1,4492016Revenue 2017: $12,553Expenses 2017: $10,864Net Income 2017: $1,6892017Revenue 2018: $3,557Expenses 2018: $13,520Net Income 2018: -$9,9632018Revenue 2019: $2,006Expenses 2019: $12,060Net Income 2019: -$10,0542019Revenue 2020: $1,047Expenses 2020: $12,060Net Income 2020: -$11,0132020Revenue 2021: $4,418Expenses 2021: $6,067Net Income 2021: -$1,6492021Revenue 2022: $4,357Expenses 2022: $28,860Net Income 2022: -$24,5032022Revenue 2023: $15,948Expenses 2023: $6,005Net Income 2023: $9,9432023Revenue 2024: $30,444Expenses 2024: $12,000Net Income 2024: $18,4442024Revenue 2025: $28,378Expenses 2025: $9,390Net Income 2025: $18,9882025

Highlighted filing

2017

Revenue$12,553
Expenses$10,864
Net Income$1,689
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$28,194
Mission and Program Overview

Mission

To assist widows and minor children of union members.

Program Services

DescriptionGrantsExpenses
ASSISTANCE TO WIDOWS AND MINOR CHILDREN OF DECEASED MEMBERS OF THE LOCAL UNION THROUGH PROVIDING THEM STIPENDS TO ASSIST THEM AFTER THE LOSS OF THEIR SPOUSE OR PARENT.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD T FITZSIMMONSTrustee-$0--
CHRISTOPHER FITZSIMMONSTrustee-$0--
JOHN RYANTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$14,743$14,743-$14,743
Total Events$14,743$14,743$10,641$4,102
Filing and Contact Details

Filer

Filer Name
Richard E Fitzsimmons Memorial Widows
EIN
26-1813209
Phone
7189946664
Address
4332 KATONAH AVENUE, BRONX, NY 10470

Signing Officer

Name
Richard T Fitzsimmons
Title
Trustee
Phone
7189946664
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
MSPC CPA'S AND ADVISORS PC
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Robert J Jannelli
Phone
9082727000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 251.”

Raw XML Appendix142 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/BenefitsPaidToOrForMembersAmt010500
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07189946664
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04332 KATONAH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRONX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010470
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0304586
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0306275
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03750
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01689
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0304586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0306275
IRS990EZ/FundraisingGrossIncomeAmt014743
IRS990EZ/GamingGrossIncomeAmt09450
IRS990EZ/GrossReceiptsAmt028194
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0251
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0304586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0306275
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0304586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0306275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD T FITZSIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER FITZSIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST WIDOWS AND MINOR CHILDREN OF UNION MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0364
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE TO WIDOWS AND MINOR CHILDREN OF DECEASED MEMBERS OF THE LOCAL UNION THROUGH PROVIDING THEM STIPENDS TO ASSIST THEM AFTER THE LOSS OF THEIR SPOUSE OR PARENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015641
IRS990EZ/SpecialEventsNetIncomeLossAmt08552
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt010864
IRS990EZ/TotalRevenueAmt012553
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/ExplanationIfNoTxt0THIS ORGANIZATION IS A TAX EXEMPT ORGANIZATION WHICH WAS ESTABLISED TO PROVIDE BENEFITS TO OTHERS.
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010641
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014743
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04102
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010641
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010641
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt05000
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt05000
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt05000
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt09450
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt09450
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt04450
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/IndividualWithBooksNm0CHRISTOPHER FITZSIMMONS
IRS990ScheduleG/LicensedInd00
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt04332 KATONAH AVENUE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0BRONX
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0NY
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd010470
IRS990ScheduleG/StatesWhereGamingConductedCd0NY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 251.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD T FITZSIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07189946664
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD E FITZSIMMONS MEMORIAL WIDOWS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND ORPHANS FUND
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0261813209
ReturnHeader/Filer/PhoneNum07189946664
ReturnHeader/Filer/USAddress/AddressLine1Txt04332 KATONAH AVENUE
ReturnHeader/Filer/USAddress/CityNm0BRONX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010470
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01BE170A0371320B647B9DAD07FB1D4F7BBBFBF86
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F83C8F8769A0A4FEC403E547DED2A041742B0B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.0.40.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:40:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222951202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MSPC CPA'S AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0340 NORTH AVENUE EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CRANFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070162496
ReturnHeader/PreparerPersonGrp/PhoneNum09082727000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J JANNELLI
ReturnHeader/ReturnTs02017-11-02T09:40:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,275
Liabilities
$0
Net assets
$306,275
Revenue
$12,553
Expenses
$10,864
Net income
$1,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.28$0.09$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.30$0.12$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.16$0.06$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.04$0.29$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.04$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.01$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.02$0.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.04$0.14$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.13$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.04$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.47$0.10$0.37