Civic Intelligence

Local 295 Scholarship Fund

EIN 65-1274724 • 501(c)3 • Valley Stream, NY

Profile

Provide scholarships to college students

33 West Hawthorne Avenue 2 FLValley Stream, NY 11580

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2025

Net Margin

73rd percentile

44%

Higher net margin than 73% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B82 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

9.0%

Faster asset growth than 64% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-8.0%

Faster revenue growth than 39% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$294,767

Up $33,846 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$294,767

Up $33,846 (+13%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin73rd percentile

Revenue

Up

$66,007

Up $2,227 (+3.5%) from 2023

Expenses

Down

$32,161

Down $25,500 (-44%) from 2023

Net Income

Up

$33,846

Up $27,727 (+453%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2010: $129,823Liabilities 2010: $02010Assets 2011: $132,016Liabilities 2011: $02011Assets 2012: $140,379Liabilities 2012: $02012Assets 2013: $145,379Liabilities 2013: $02013Assets 2014: $152,853Liabilities 2014: $02014Assets 2015: $152,810Liabilities 2015: $02015Assets 2016: $149,900Net Assets 2016: $149,9002016Assets 2017: $154,066Liabilities 2017: $0Net Assets 2017: $154,0662017Assets 2018: $155,471Liabilities 2018: $0Net Assets 2018: $155,4712018Assets 2019: $198,807Liabilities 2019: $0Net Assets 2019: $198,8072019Assets 2020: $222,167Liabilities 2020: $0Net Assets 2020: $222,1672020Assets 2021: $245,199Liabilities 2021: $0Net Assets 2021: $245,1992021Assets 2022: $254,802Liabilities 2022: $0Net Assets 2022: $254,8022022Assets 2023: $260,921Liabilities 2023: $0Net Assets 2023: $260,9212023Assets 2024: $294,767Liabilities 2024: $0Net Assets 2024: $294,7672024

Highlighted filing

2024

Assets$294,767
Liabilities$0
Net Assets$294,767
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $36,846Expenses 2010: $40,678Net Income 2010: -$3,8322010Revenue 2011: $48,187Expenses 2011: $45,994Net Income 2011: $2,1932011Revenue 2012: $66,318Expenses 2012: $57,955Net Income 2012: $8,3632012Revenue 2013: $59,482Expenses 2013: $54,482Net Income 2013: $5,0002013Revenue 2014: $63,710Expenses 2014: $56,236Net Income 2014: $7,4742014Revenue 2015: $55,631Expenses 2015: $55,674Net Income 2015: -$432015Revenue 2016: $54,641Expenses 2016: $57,551Net Income 2016: -$2,9102016Revenue 2017: $57,166Expenses 2017: $53,000Net Income 2017: $4,1662017Revenue 2018: $61,405Expenses 2018: $60,000Net Income 2018: $1,4052018Revenue 2019: $74,336Expenses 2019: $31,000Net Income 2019: $43,3362019Revenue 2020: $45,360Expenses 2020: $22,000Net Income 2020: $23,3602020Revenue 2021: $68,032Expenses 2021: $45,000Net Income 2021: $23,0322021Revenue 2022: $60,202Expenses 2022: $50,599Net Income 2022: $9,6032022Revenue 2023: $63,780Expenses 2023: $57,661Net Income 2023: $6,1192023Revenue 2024: $66,007Expenses 2024: $32,161Net Income 2024: $33,8462024

Highlighted filing

2024

Revenue$66,007
Expenses$32,161
Net Income$33,846
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$294,767
Liabilities
$0
Net assets
$294,767
Revenue
$66,007
Expenses
$32,161
Net income
$33,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.66$0.32$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.64$0.58$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.60$0.51$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.68$0.45$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.45$0.22$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.74$0.31$0.43
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.61$0.60$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.57$0.53$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.50$1.50$0.55$0.58$0.03
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$0.56$0.56$0.00
2014Summary only. Only limited summary data is available for this year.$1.53$0.00$0.64$0.56$0.07
2013Summary only. Only limited summary data is available for this year.$1.45$0.00$0.59$0.54$0.05
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$0.66$0.58$0.08
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$0.48$0.46$0.02
2010Summary only. Only limited summary data is available for this year.$1.30$0.00$0.37$0.41$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 10, 2023
Return Version
2022v5.0
Gross Receipts
$60,202
Mission and Program Overview

Mission

To provide college scholarships to children of the union's members.

Provide college scholarships to children of the union's members.

Program Services

DescriptionGrantsExpenses
TO AWARD SCHOLARSHIPS TO DESERVING COLLEGE STUDENTS THAT ARE DEPENDENTS OF LOCAL 295 I. B. OF T. MEMBERS.$60,200$49,599
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE ORSARISTrustee-$0--
LOUIS CALEMINETrustee-$0--
VINCENT BRUNOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Local 295 Scholarship Fund
EIN
65-1274724
Phone
5165611311
Address
33 WEST HAWTHORNE AVENUE 2 FL, VALLEY STREAM, NY 11580

Signing Officer

Name
Louis Calemine
Title
Trustee
Phone
5165611311
Signed
2023-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Calibre CPA Group Pllc
Address
462 SEVENTH AVENUE 16TH FLOOR, NEW YORK, NY 10018
Preparer
Joseph Morello
Phone
2126951300
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 2.”

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

“Description: unrealized losses on investments. Amount: 1,000.”

Raw XML Appendix162 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/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05165611311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033 WEST HAWTHORNE AVENUE 2 FL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEY STREAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011580
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0245199
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0254802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt060200
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09603
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0245199
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0254802
IRS990EZ/GrantsAndSimilarAmountsPaidAmt049000
IRS990EZ/GrossReceiptsAmt060202
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0245199
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0254802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0245199
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0254802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0VALERIE ORSARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOUIS CALEMINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VINCENT BRUNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE COLLEGE SCHOLARSHIPS TO CHILDREN OF THE UNION'S MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0599
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AWARD SCHOLARSHIPS TO DESERVING COLLEGE STUDENTS THAT ARE DEPENDENTS OF LOCAL 295 I. B. OF T. MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049599
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050599
IRS990EZ/TotalProgramServiceExpensesAmt049599
IRS990EZ/TotalRevenueAmt060202
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt076085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0320073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01203
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02403
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02097
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06738
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01203
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02403
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06738
IRS990ScheduleA/InvestmentIncomeCYPct00.02060
IRS990ScheduleA/InvestmentIncomePYPct00.01750
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97940
IRS990ScheduleA/PublicSupportPY509Pct00.98250
IRS990ScheduleA/PublicSupportTotal509Amt0320073
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065755
IRS990ScheduleA/Total509Grp/TotalAmt0320073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065755
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0326811
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNREALIZED LOSSES ON INVESTMENTS. AMOUNT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS CALEMINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05165611311
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 295 SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0651274724
ReturnHeader/Filer/PhoneNum05165611311
ReturnHeader/Filer/USAddress/AddressLine1Txt033 WEST HAWTHORNE AVENUE 2 FL
ReturnHeader/Filer/USAddress/CityNm0VALLEY STREAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011580
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 SEVENTH AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH MORELLO
ReturnHeader/ReturnTs02023-04-10T11:18:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOUIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALEMINE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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