Civic Intelligence

Richard Jax Jaquez Ibco Local 297

EIN 86-3502131 • 501(c)3 • Springfield, MA

990-N CoverageNTEE B82

Profile

To raise charitable contributions to be awarded in the form of scholarships to members of IBCO local 297, their spouses, significant others, children, step-children, grandchildren, nieces and nephews, to students in Berkshire County pursuing higher education and those who have declared criminal justice as a major.

1299 Page BoulevardSpringfield, MA 01104

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 2022

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

62nd percentile

27%

Higher net margin than 62% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

87th percentile

51%

Faster asset growth than 87% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

43%

Faster revenue growth than 74% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$7,422

Up $2,494 (+51%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$7,422

Up $2,494 (+51%) from 2021

Operations
Liabilities / Revenue82nd percentileNet Margin62nd percentile

Revenue

Up

$9,381

Up $2,840 (+43%) from 2021

Expenses

Up

$6,887

Up $5,274 (+327%) from 2021

Net Income

Down

$2,494

Down $2,434 (-49%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2021: $4,928Liabilities 2021: $0Net Assets 2021: $4,9282021Assets 2022: $7,422Liabilities 2022: $0Net Assets 2022: $7,4222022

Highlighted filing

2022

Assets$7,422
Liabilities$0
Net Assets$7,422
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

$10K$5.0K$0Revenue 2021: $6,541Expenses 2021: $1,613Net Income 2021: $4,9282021Revenue 2022: $9,381Expenses 2022: $6,887Net Income 2022: $2,4942022

Highlighted filing

2022

Revenue$9,381
Expenses$6,887
Net Income$2,494
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$7,422
Liabilities
$0
Net assets
$7,422
Revenue
$9,381
Expenses
$6,887
Net income
$2,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7,422$0$7,422$9,381$6,887$2,494
2021Detailed filing. Detailed filing data is available for this year.$4,928$0$4,928$6,541$1,613$4,928
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 5, 2023
Return Version
2021v4.2
Gross Receipts
$14,099
Mission and Program Overview

Mission

To raise charitable contributions to be awarded in the form of scholarships to members of IBCO local 297, their spouses, significant others, children, step-children, grandchildren, nieces and nephews, to students in Berkshire County pursuing higher education and those who have declared criminal justice as a major.

Program Services

DescriptionGrantsExpenses
Charity Golf Tournament$0$4,468
Scholarships$0$3,015
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael CharlesPresident-$0--
Austin WorthTreasurer-$0--
Danielle TyerClerk-$0--
Bradley MontgomeryDirector-$0--
Jose GonzalezDirector-$0--
Filing and Contact Details

Filer

Filer Name
Richard Jax Jaquez IBCO Local 297
EIN
86-3502131
Phone
3392218622
Address
1299 Page Boulevard, Springfield, MA 01104

Signing Officer

Name
Michael Charles
Title
President
Phone
3392218622
Signed
2023-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Paul T O'Reilly and Company
Address
158 Belmont Street, Watertown, MA 02472
Preparer
Daniel Parshley
Phone
6179240100
Supplemental Narrative

Additional Explanations

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

“Description: Office Supplies. Amount: 87. Description: Scholarships. Amount: 3,015. Description: Meetings. Amount: 2,385. Total to Form 990-EZ, line 16: 5,487.”

Raw XML Appendix157 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Office Supplies. Amount: 87. Description: Scholarships. Amount: 3,015. Description: Meetings. Amount: 2,385. Total to Form 990-EZ, line 16: 5,487.
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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
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-05
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ReturnHeader/ReturnTs02023-10-16T17:16:52-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Charles
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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