Civic Intelligence

Local 690 Charitable Trust

990EZ • Fiscal year 2024 • EIN 84-2777478

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 04, 2025

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

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

9.8%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$120,468

Up $10,754 (+9.8%) from 2023

Net Assets

Up

$118,969

Up $10,754 (+9.9%) from 2023

Liabilities

Flat

$1,499

Flat from 2023

Revenue

Up

$72,998

Up $7,153 (+11%) from 2023

Expenses

Up

$62,244

Up $14,553 (+31%) from 2023

Net Income

Down

$10,754

Down $7,400 (-41%) from 2023

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

2024

Assets$120,468
Liabilities$1,499
Net Assets$118,969

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

2024

Revenue$72,998
Expenses$62,244
Net Income$10,754
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Gross Receipts
$95,465
Mission and Program Overview

Mission

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

Provide financial support by way of charitable contributions 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$53,461---
Golf Outing$41,175$12,750-$12,750
Total Events$94,636$12,750$22,467$-9,717
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
2025-06-04
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: 829.

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: 58,050.

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

Description: insurance. Amount: 1,530. Description: business expenses. Amount: 1,159. Total to form 990-ez, line 16: 2,689.

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 Appendix194 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/BOYAmt0109714
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120468
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt058050
IRS990EZ/GrossReceiptsAmt095465
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0829
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0108215
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0118969
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0108215
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0118969
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/OtherExpensesTotalAmt02689
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL SUPPORT BY WAY OF CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS AND INDIVIDUALS.
IRS990EZ/PrintingPublicationsPostageAmt01505
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATE TO ORGANIZATIONS AND INDIVIDUALS IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt022467
IRS990EZ/SpecialEventsNetIncomeLossAmt0-9717
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01499
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01499
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062244
IRS990EZ/TotalRevenueAmt072998
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt053840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0270396
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0829
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0699
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037850
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0829
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0699
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01844
IRS990ScheduleA/InvestmentIncomeCYPct00.00540
IRS990ScheduleA/InvestmentIncomePYPct00.00420
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0210
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt029400
IRS990ScheduleA/OtherIncome509Grp/TotalAmt029610
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90740
IRS990ScheduleA/PublicSupportPY509Pct00.87460
IRS990ScheduleA/PublicSupportTotal509Amt0308246
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080145
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053840
IRS990ScheduleA/Total509Grp/TotalAmt0308246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083280
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0339700
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/CharitableContributionsTotAmt081886
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt028425
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt053461
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022467
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHRISTMAS WISH LIST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt053461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt094636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012750
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-9717
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022467
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 829.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATIONS TO INDIVIDUALS. GRANTEE NAME: VARIOUS - NONE GREATER THAN $5,000. AMOUNT GIVEN: 58,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 1,530. DESCRIPTION: BUSINESS EXPENSES. AMOUNT: 1,159. TOTAL TO FORM 990-EZ, LINE 16: 2,689.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE C PEGRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum02156776900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-04
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/PreparationDt02025-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02025-06-04T14:03:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits