Civic Intelligence

Local 2321 Benevolent Fund Inc

EIN 47-4698833 • 501(c)3 • North Andover, MA

Profile

The purpose of this corporation is: fundraising, paying all net proceeds to organizations described in section 501(c)(3) and exempt from taxation under 501(a), organizations which aid and assist individuals in the merrimack valley and north shore communities of the commonwealth of massachusetts who are ill or in need. Fundraising activities will inclide athletic and social events.

1049 Turnpike StreetNorth Andover, MA 01845

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-45%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-44%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$6,166

Down $4,918 (-44%) from 2017

Liabilities

Down

$0

Down $40 (-100%) from 2017

Net Assets

Down

$6,166

Down $4,878 (-44%) from 2017

Revenue

Up

$10,296

Up $3,093 (+43%) from 2017

Expenses

Up

$14,965

Up $12,463 (+498%) from 2017

Net Income

Down

-$4,669

Down $9,370 (-199%) from 2017

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2015: $6,289Liabilities 2015: $440Net Assets 2015: $5,8492015Assets 2016: $6,383Liabilities 2016: $40Net Assets 2016: $6,3432016Assets 2017: $11,084Liabilities 2017: $40Net Assets 2017: $11,0442017Assets 2018: $6,166Liabilities 2018: $0Net Assets 2018: $6,1662018

Highlighted filing

2018

Assets$6,166
Liabilities$0
Net Assets$6,166

Operations Trend

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

$15K$10K$5.0K$0-$5.0KRevenue 2015: $4Expenses 2015: $1,466Net Income 2015: -$1,4622015Revenue 2016: $2,955Expenses 2016: $2,461Net Income 2016: $4942016Revenue 2017: $7,203Expenses 2017: $2,502Net Income 2017: $4,7012017Revenue 2018: $10,296Expenses 2018: $14,965Net Income 2018: -$4,6692018

Highlighted filing

2018

Revenue$10,296
Expenses$14,965
Net Income-$4,669

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 28, 2019
Return Version
2018v3.1
Gross Receipts
$10,296
Mission and Program Overview

Mission

The purpose of this corporation is: fundraising, paying all net proceeds to organizations described in section 501(c)(3) and exempt from taxation under 501(a), organizations which aid and assist individuals in the merrimack valley and north shore communities of the commonwealth of massachusetts who are ill or in need. Fundraising activities will inclide athletic and social events.

Primary purpose is fundraising, paying all net proceeds to organizations described in section 501(c)3 and exempt from taxation under 501(a), organizations which aid and assist individuals in the merrimack valley and north shore communities of the commonwealth of massachusetts who are ill or in need. Fundraising activities will include athletic and social events.

Program Services

DescriptionGrantsExpenses
TO COLLECT DONATIONS FROM MEMBERS OF LOCAL 2321 AND ANY MATCHES OF THAT MONEY FROM VERIZON AND DONATE THE MONEY TO OTHER 501(C)3 CHARITIES.$0$14,055
EVENT EXPENSES$0$910
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER KELLEYPresident & Director-$0--
CANDY KEENAN-WARDVP & Director-$0--
JANINE LAFONDRec Sec & Director-$0--
HEATHER DELANEYAsst Clerk & Director-$0--
KELLY MURPHYTreasurer & Director-$0--
KATHLEEN MCKENNEYAsst Clerk & Director-$0--
Filing and Contact Details

Filer

Filer Name
Local 2321 Benevolent Fund Inc
EIN
47-4698833
Phone
9786832321
Address
1049 TURNPIKE STREET, NORTH ANDOVER, MA 01845

Signing Officer

Name
Heather Kelley
Title
President
Phone
9786832321
Signed
2019-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: donations. Amount: 14,055. Description: event expenses. Amount: 910. Total to form 990-ez, line 16: 14,965.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: -209.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: . Beg. Of year amount: 40. End of year amount: 0.

Raw XML Appendix158 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEATHER KELLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09786832321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01049 TURNPIKE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH ANDOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001845
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011084
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06166
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010296
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4669
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011084
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06166
IRS990EZ/GrossReceiptsAmt010296
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011044
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06166
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011044
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06166
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CANDY KEENAN-WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANINE LAFOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER DELANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHLEEN MCKENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2REC SEC & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST CLERK & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASST CLERK & DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-209
IRS990EZ/OtherExpensesTotalAmt014965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY PURPOSE IS FUNDRAISING, PAYING ALL NET PROCEEDS TO ORGANIZATIONS DESCRIBED IN SECTION 501(C)3 AND EXEMPT FROM TAXATION UNDER 501(A), ORGANIZATIONS WHICH AID AND ASSIST INDIVIDUALS IN THE MERRIMACK VALLEY AND NORTH SHORE COMMUNITIES OF THE COMMONWEALTH OF MASSACHUSETTS WHO ARE ILL OR IN NEED. FUNDRAISING ACTIVITIES WILL INCLUDE ATHLETIC AND SOCIAL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO COLLECT DONATIONS FROM MEMBERS OF LOCAL 2321 AND ANY MATCHES OF THAT MONEY FROM VERIZON AND DONATE THE MONEY TO OTHER 501(C)3 CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EVENT EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014055
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1910
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014965
IRS990EZ/TotalProgramServiceExpensesAmt014965
IRS990EZ/TotalRevenueAmt010296
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0IBEW2321.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020437
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt020437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07195
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02946
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020437
IRS990ScheduleA/TotalSupportAmt020437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DONATIONS. AMOUNT: 14,055. DESCRIPTION: EVENT EXPENSES. AMOUNT: 910. TOTAL TO FORM 990-EZ, LINE 16: 14,965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: . BEG. OF YEAR AMOUNT: 40. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09786832321
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 2321 BENEVOLENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0474698833
ReturnHeader/Filer/PhoneNum09786832321
ReturnHeader/Filer/USAddress/AddressLine1Txt01049 TURNPIKE STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0214E2DE4754F8F73DD572B34B07E6CCBC316F7C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02019-06-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:22:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02019-06-28T09:23:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.