Civic Intelligence

Bookholz Fund Inc.

990EZ • Fiscal year 2022 • EIN 87-4190161

Jan 01, 2022 to Dec 31, 2022 • Filed on May 20, 2024

Organization ProfileN/A
2 Margin Street Box 851Salem, MA 01970

(781) 883-8256

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2022 filings • NTEE P50 • <$500k nonprofits • Source year 2022

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.

2022 filings • NTEE P50 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$69,024

No earlier filing loaded for comparison.

Net Assets

$69,024

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

$11,649

No earlier filing loaded for comparison.

Expenses

$9,846

No earlier filing loaded for comparison.

Net Income

$1,803

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2022

Assets$69,024
Liabilities-
Net Assets$69,024
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$11,649
Expenses$9,846
Net Income$1,803
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 20, 2024
Return Version
2022v5.0
Gross Receipts
$11,899
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.-$6,400
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--
BEVERLY NATAUPSKYDirector-$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 bank fees 112 other expenses 368 total 480”

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 Appendix141 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/PhoneNum07818838256
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 MARGIN STREET BOX 851
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001970
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067221
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05599
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IRS990EZ/ExcessOrDeficitForYearAmt01803
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02966
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt06300
IRS990EZ/GrossReceiptsAmt011899
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069024
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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/CompensationAmt80
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/PersonNm6BEVERLY NATAUPSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATE HAMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIELLE 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/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0480
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/ProgramServiceExpensesAmt06400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0250
IRS990EZ/SpecialEventsNetIncomeLossAmt06050
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09846
IRS990EZ/TotalProgramServiceExpensesAmt06400
IRS990EZ/TotalRevenueAmt011649
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05599
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt05599
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05599
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05599
IRS990ScheduleA/TotalSupportAmt05599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 112 OTHER EXPENSES 368 TOTAL 480
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/ReturnTs02024-05-23T10:13:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONATO
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
$69,024
Liabilities
-
Net assets
$69,024
Revenue
$11,649
Expenses
$9,846
Net income
$1,803
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