Civic Intelligence

Local 690 Charitable Trust

990EZ • Fiscal year 2022 • EIN 84-2777478

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 07, 2023

Organization ProfileN/A
2791 Southampton RoadPhiladelphia, PA 19154

(215) 677-6900

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-6.7%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$91,560

Up $28,331 (+45%) from 2021

Net Assets

Up

$90,061

Up $28,331 (+46%) from 2021

Liabilities

Flat

$1,499

Flat from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin87th percentile

Revenue

Down

$63,375

Down $4,555 (-6.7%) from 2021

Expenses

Up

$35,044

Up $4,071 (+13%) from 2021

Net Income

Down

$28,331

Down $8,626 (-23%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$150K$100K$50K$0Assets 2021: $63,229Liabilities 2021: $1,499Net Assets 2021: $61,7302021Assets 2022: $91,560Liabilities 2022: $1,499Net Assets 2022: $90,0612022Assets 2023: $109,714Liabilities 2023: $1,499Net Assets 2023: $108,2152023Assets 2024: $120,468Liabilities 2024: $1,499Net Assets 2024: $118,9692024

Highlighted filing

2022

Assets$91,560
Liabilities$1,499
Net Assets$90,061
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

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

$80K$60K$40K$20K$0Revenue 2021: $67,930Expenses 2021: $30,973Net Income 2021: $36,9572021Revenue 2022: $63,375Expenses 2022: $35,044Net Income 2022: $28,3312022Revenue 2023: $65,845Expenses 2023: $47,691Net Income 2023: $18,1542023Revenue 2024: $72,998Expenses 2024: $62,244Net Income 2024: $10,7542024

Highlighted filing

2022

Revenue$63,375
Expenses$35,044
Net Income$28,331
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 7, 2023
Return Version
2022v5.0
Gross Receipts
$79,901
Mission and Program Overview

Mission

Provide financial support by way of charitable contribution to organizations and individuals.

Program Services

DescriptionGrantsExpenses
DONATE TO ORGANIZATIONS AND INDIVIDUALS IN NEED.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALT KRZYZANOWSKITrustee-$0--
JAMES DOUGHERTYTrustee-$0--
GEORGE C PEGRAMTrustee-$0--
THOMAS P GOLDENTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Wish List$49,125---
Golf Outing$30,500$11,200$3,500$7,700
Total Events$79,625$11,200$16,526$-5,326
Filing and Contact Details

Filer

Filer Name
Local 690 Charitable Trust
EIN
84-2777478
Phone
2156776900
Address
2791 SOUTHAMPTON ROAD, PHILADELPHIA, PA 19154

Signing Officer

Name
George C Pegram
Title
Business Mgr
Phone
2156776900
Signed
2023-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 276.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donations to individuals. Grantee name: various - none greater than $5,000. Amount given: 32,600.”

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

“Description: insurance. Amount: 1,499.”

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

“Description: accounts payable. Beg. Of year amount: 1,499. End of year amount: 1,499.”

Raw XML Appendix179 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/PhoneNum02156776900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02791 SOUTHAMPTON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019154
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091560
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt068425
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt028331
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091560
IRS990EZ/FundraisingGrossIncomeAmt011200
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032600
IRS990EZ/GrossReceiptsAmt079901
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0276
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061730
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090061
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061730
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090061
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WALT KRZYZANOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES DOUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGE C PEGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS P GOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01499
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL SUPPORT BY WAY OF CHARITABLE CONTRIBUTION TO ORGANIZATIONS AND INDIVIDUALS.
IRS990EZ/PrintingPublicationsPostageAmt0945
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATE TO ORGANIZATIONS AND INDIVIDUALS IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt016526
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5326
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01499
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01499
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035044
IRS990EZ/TotalRevenueAmt063375
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt053840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0122265
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0316
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt029400
IRS990ScheduleA/OtherIncome509Grp/TotalAmt029400
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81790
IRS990ScheduleA/PublicSupportTotal509Amt0133465
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053840
IRS990ScheduleA/Total509Grp/TotalAmt0133465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083280
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0163181
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt068425
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019300
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt049125
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016526
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHRISTMAS WISH LIST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt049125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011200
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5326
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013026
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 276.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATIONS TO INDIVIDUALS. GRANTEE NAME: VARIOUS - NONE GREATER THAN $5,000. AMOUNT GIVEN: 32,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 1,499.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,499. END OF YEAR AMOUNT: 1,499.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE C PEGRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum02156776900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 690 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0842777478
ReturnHeader/Filer/PhoneNum02156776900
ReturnHeader/Filer/USAddress/AddressLine1Txt02791 SOUTHAMPTON ROAD
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019154
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02023-07-07T10:25:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEGRAM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,560
Liabilities
$1,499
Net assets
$90,061
Revenue
$63,375
Expenses
$35,044
Net income
$28,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.73$0.62$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.08$0.66$0.48$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.90$0.63$0.35$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$0.68$0.31$0.37