Civic Intelligence

Local 690 Charitable Trust

990EZ • Fiscal year 2023 • EIN 84-2777478

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

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

0.01x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.9%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$109,714

Up $18,154 (+20%) from 2022

Net Assets

Up

$108,215

Up $18,154 (+20%) from 2022

Liabilities

Flat

$1,499

Flat from 2022

Revenue

Up

$65,845

Up $2,470 (+3.9%) from 2022

Expenses

Up

$47,691

Up $12,647 (+36%) from 2022

Net Income

Down

$18,154

Down $10,177 (-36%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$109,714
Liabilities$1,499
Net Assets$108,215

Operations Trend

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

2023

Revenue$65,845
Expenses$47,691
Net Income$18,154
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$81,054
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

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$43,220---
Golf Outing$36,925$13,900-$13,900
Total Events$80,145$13,900$15,209$-1,309
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
2024-11-13
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: 699.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other income. Amount: 210.

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: 41,500.

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

Description: insurance. Amount: 1,530. Description: business expenses. Amount: 3,350. Description: facilities & equipment. Amount: 819. Total to form 990-ez, line 16: 5,699.

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 Appendix191 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02156776900
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05699
IRS990EZ/OtherRevenueTotalAmt0210
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL SUPPORT BY WAY OF CHARITABLE CONTRIBUTION TO ORGANIZATIONS AND INDIVIDUALS.
IRS990EZ/PrintingPublicationsPostageAmt0492
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATE TO ORGANIZATIONS AND INDIVIDUALS IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt015209
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1309
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01499
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01499
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047691
IRS990EZ/TotalRevenueAmt065845
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt053840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0188510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0699
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0699
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01015
IRS990ScheduleA/InvestmentIncomeCYPct00.00420
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0210
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt029400
IRS990ScheduleA/OtherIncome509Grp/TotalAmt029610
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87460
IRS990ScheduleA/PublicSupportPY509Pct00.81790
IRS990ScheduleA/PublicSupportTotal509Amt0213610
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080145
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081054
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083280
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0244235
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt066245
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023025
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015209
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHRISTMAS WISH LIST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043220
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013900
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1309
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015209
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 699.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: DONATIONS TO INDIVIDUALS. GRANTEE NAME: VARIOUS - NONE GREATER THAN $5,000. AMOUNT GIVEN: 41,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INSURANCE. AMOUNT: 1,530. DESCRIPTION: BUSINESS EXPENSES. AMOUNT: 3,350. DESCRIPTION: FACILITIES & EQUIPMENT. AMOUNT: 819. TOTAL TO FORM 990-EZ, LINE 16: 5,699.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: 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 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE C PEGRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum02156776900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02024-11-13T15:11:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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