Civic Intelligence

Richard E Fitzsimmons Memorial Widows and Orphans Fund

990EZ • Fiscal year 2018 • EIN 26-1813209

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 2018

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

71st percentile

0.00x

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

2018 filings • NTEE Y • <$500k nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE Y • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-280%

Higher net margin than 1% of similar nonprofits.

2018 filings • NTEE Y • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE Y • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-3.3%

Faster asset growth than 35% of similar nonprofits.

2018 filings • NTEE Y • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • NTEE Y • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$296,312

Down $9,963 (-3.3%) from 2017

Net Assets

Down

$296,312

Down $9,963 (-3.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin1st percentile

Revenue

Down

$3,557

Down $8,996 (-72%) from 2017

Expenses

Up

$13,520

Up $2,656 (+24%) from 2017

Net Income

Down

-$9,963

Down $11,652 (-690%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2018

Assets$296,312
Liabilities$0
Net Assets$296,312
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$3,557
Expenses$13,520
Net Income-$9,963
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.3
Gross Receipts
$10,220
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$4,383$4,383$163$4,220
Total Events$4,383$4,383$6,663$-2,280
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
Christopher Fitzsimmons
Title
Trustee
Phone
7189946664
Signed
2018-10-16
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: 1,312.”

Raw XML Appendix143 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/BenefitsPaidToOrForMembersAmt013500
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/BOYAmt0306275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0296312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0975
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9963
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0306275
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0296312
IRS990EZ/FundraisingGrossIncomeAmt04383
IRS990EZ/GamingGrossIncomeAmt03550
IRS990EZ/GrossReceiptsAmt010220
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01312
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0306275
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0296312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0306275
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0296312
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/PrintingPublicationsPostageAmt020
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/SpecialEventsDirectExpensesAmt06663
IRS990EZ/SpecialEventsNetIncomeLossAmt01270
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt013520
IRS990EZ/TotalRevenueAmt03557
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/CashPrizesEvent1Amt06000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt06000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06663
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt04383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04383
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2280
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0163
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0163
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0500
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt03550
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt03550
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt03550
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: 1,312.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER FITZSIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07189946664
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
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/AtSubmissionCreationDeviceId081DE22CF9F7F0862406D1A466D95956A5FFF36F5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010D40757338076D52CC4237D125AC571E9019363
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.0.40.162
ReturnHeader/FilingSecurityInformation/IPDt02018-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:49:57
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/ReturnTs02018-10-16T10:50:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,312
Liabilities
$0
Net assets
$296,312
Revenue
$3,557
Expenses
$13,520
Net income
-$9,963
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • NTEE Y20 • <$500k nonprofits