Civic Intelligence

Bookholz Fund Inc.

EIN 87-4190161 • 501(c)3 • Salem, MA

Pub. 78 EligibleNTEE P50

Profile

To provide financial assistance to employees in the food services industry who are unable to work due to illness and injury and to raise funds for such purpose.

2 Margin Street Box 851Salem, MA 01970

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

6th percentile

-65%

Higher net margin than 6% of similar nonprofits.

NTEE P50 • <$500k nonprofits • Source year 2023

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

NTEE P50 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

NTEE P50 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-90%

Faster revenue growth than 5% of similar nonprofits.

NTEE P50 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$68,286

Down $738 (-1.1%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$68,286

Down $738 (-1.1%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$1,140

Down $10,509 (-90%) from 2022

Expenses

Down

$1,878

Down $7,968 (-81%) from 2022

Net Income

Down

-$738

Down $2,541 (-141%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$80K$60K$40K$20K$0Assets 2022: $69,024Net Assets 2022: $69,0242022Assets 2023: $68,286Net Assets 2023: $68,2862023

Highlighted filing

2023

Assets$68,286
Liabilities-
Net Assets$68,286
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2022: $11,649Expenses 2022: $9,846Net Income 2022: $1,8032022Revenue 2023: $1,140Expenses 2023: $1,878Net Income 2023: -$7382023

Highlighted filing

2023

Revenue$1,140
Expenses$1,878
Net Income-$738
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,286
Liabilities
-
Net assets
$68,286
Revenue
$1,140
Expenses
$1,878
Net income
-$738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$68.3$68.3$1.14$1.88$0.74
2022Detailed filing. Detailed filing data is available for this year.$69.0$69.0$11.6$9.85$1.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 20, 2024
Return Version
2023v5.0
Gross Receipts
$1,140
Mission and Program Overview

Mission

To provide financial assistance to employees in the food services industry who are unable to work due to illness and injury and to raise funds for such purpose.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES IN THE FOOD SERVICE INDUSTRY WHO ARE UNABLE TO WORK DUE TO ILLNESS AND INJURY AND TO RAISE FUNDS FOR SUCH PURPOSE.-$1,454
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL DONATOPresident-$0--
ERIN TRUEXVice Preside-$0--
IAN HUNTERTreasurer-$0--
TIM BROWNClerk-$0--
JENNA LOVELY BUONFIGLIODirector-$0--
VIRGINIA ROSENBLATTDirector-$0--
KATE HAMMONDDirector-$0--
DANIELLE MURRDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Bookholz Fund Inc
EIN
87-4190161
Phone
7818838256
Address
2 MARGIN STREET BOX 851, SALEM, MA 01970

Signing Officer

Name
Daniel Donato
Title
President
Phone
6173129214
Signed
2024-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Aviso Tax Services LLC
Address
227 POINT TOWNSHIP DRIVE, NORTHUMBERLAND, PA 17857
Preparer
Kayla J Welker Cfe Ea
Phone
5708848700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 204 bank fees 33 other expenses 391 total 628”

Form 990-ez, Part III

“To provide financial assistance to employees in the food services industry who are unable to work due to illness and injury and to raise funds for such purpose.”

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt01250
IRS990EZ/BooksInCareOfDetail/PersonNm0IAN HUNTER
IRS990EZ/BooksInCareOfDetail/PhoneNum07818838256
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 MARGIN STREET BOX 851
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001970
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069024
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068286
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01140
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-738
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069024
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068286
IRS990EZ/GrossReceiptsAmt01140
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069024
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068286
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069024
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068286
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL DONATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN TRUEX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IAN HUNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNA LOVELY BUONFIGLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VIRGINIA ROSENBLATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATE HAMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DANIELLE MURR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0628
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES IN THE FOOD SERVICES INDUSTRY WHO ARE UNABLE TO WORK DUE TO ILLNESS AND INJURY AND TO RAISE FUNDS FOR SUCH PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES IN THE FOOD SERVICE INDUSTRY WHO ARE UNABLE TO WORK DUE TO ILLNESS AND INJURY AND TO RAISE FUNDS FOR SUCH PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01454
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01878
IRS990EZ/TotalProgramServiceExpensesAmt01454
IRS990EZ/TotalRevenueAmt01140
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01140
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06739
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt06739
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05599
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06739
IRS990ScheduleA/TotalSupportAmt06739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 204 BANK FEES 33 OTHER EXPENSES 391 TOTAL 628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES IN THE FOOD SERVICES INDUSTRY WHO ARE UNABLE TO WORK DUE TO ILLNESS AND INJURY AND TO RAISE FUNDS FOR SUCH PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL DONATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06173129214
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOOKHOLZ FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BOOK
ReturnHeader/Filer/EIN0874190161
ReturnHeader/Filer/PhoneNum07818838256
ReturnHeader/Filer/USAddress/AddressLine1Txt02 MARGIN STREET BOX 851
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001970
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0862132025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AVISO TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 POINT TOWNSHIP DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHUMBERLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017857
ReturnHeader/PreparerPersonGrp/PhoneNum05708848700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAYLA J WELKER CFE EA
ReturnHeader/ReturnTs02024-05-23T10:09:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONATO
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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