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Local 369 Charitable INC FY2023 filing

Tax-deductible

Quincy, MA501(c)(3)Since 2020EducationEIN 84-4132592Revenue $52K in FY2023

On file with the IRS68 Sagamore St, 02171-1932 · Quincy, MATax-exempt since Jan 2020Publicly supported — 509(a)(2)

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To provide post-secondary scholarship awards to union member's children of utility workers of america, afl-CIO, Local union 369 (ein: 04-2086355)

501(c)(3) charity; gifts are tax-deductible.
22¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $10K a year · 18% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
22%
of spending
Concern: 22% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
39 mo
of spending, in cash
Looks good: 38.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 18 voting members
Looks good: 16 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$52K
+28% vs prior year
Spent
$46K
To programs
22%
Net assets
$148K
By yearFY2020–FY2025
Revenue
$52K
FY2023▲ +28%
Tap a bar for its year
Revenue by fiscal year
FY2020$32K
FY2021$36K
FY2022$40K
FY2023$52K
FY2024$92K
FY2025$89K
Expenses
$46K
FY2023▲ +24%
Tap a bar for its year
Expenses by fiscal year
FY2020$33K
FY2021$29K
FY2022$37K
FY2023$46K
FY2024$73K
FY2025$63K
Net assets
$148K
FY2023▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$133K
FY2021$138K
FY2022$142K
FY2023$148K
FY2024$167K
FY2025$193K

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

22 cents of each dollar spent went to programs.

Program services 22% · $10K Fundraising 78% · $35K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Scott Hunter
Director
$0Pt VII · Sec A
Wayne Lima
Director
$0Pt VII · Sec A
See Local 369 Charitable INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Awards scholarships to children of union utility workers.

Questions for Local 369 Charitable INC

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Provided by the organization

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1 program · $10K · in their own filed words · FY2023
01

To provide post-secondary scholarship awards to union member's children of utility workers of america, afl-cio, local union 369 (ein: 04-2086355)

$10Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $52K · 2020–2024
Unitemized GrantFY2024$11,478
Unitemized GrantFY2023$10,200
Unitemized GrantFY2022$10,290
Unitemized GrantFY2021$10,000
Unitemized GrantFY2020$10,000

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$52K
Ln 12
Fees for servicesLn 2g$30K
Gifts and grantsLn 1h$22K
Money outPt IX
$46K
Ln 25
Programscol B$10K
Fundraisingcol D$35K
Owns and owesPt X
$148K
net assets · Ln 32
Cash and savingsLn 1–2$148K
Total assetsLn 16$148K
LiabilitiesLn 26$0
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a18
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$22K
Fees for servicesLn 2g$30K
Total revenueLn 12$52K
Assets in detailPt X, end of year
CashLn 1$148K
Cash and savings togetherLn 1–2$148K
Total assetsLn 16$148K
LiabilitiesLn 26$0
Net assetsLn 32$148K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$142K$148K
Total assetsLn 16$142K$148K
LiabilitiesLn 26$0$0
Net assetsLn 32$142K$148K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$10K$10K
Other expenses (24a–d)Ln 24$35K$35K
Total functional expensesLn 25$46K$10K$0$35K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $89K$63K$26K$193K 990 PDF
FY2024 $92K$73K$19K$167K 990 PDF
FY2023 Viewing $52K$46K$6K$148K 990 PDF
FY2022 $40K$37K$4K$142K 990 PDF
FY2021 $36K$29K$7K$138K 990 PDF
FY2020 $32K$33K−$450$133K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $51,825 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $20,035$21,930
I-9 Program service revenuePrior year $20,350$29,895
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $40,385$51,825
I-13 Grants and similar amounts paidPrior year $10,290$10,200
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $26,497$35,445
I-18 Total expensesPrior year $36,787$45,645
I-19 Revenue less expensesPrior year $3,598$6,180
Part VI · Governance 16 of 18 board members independent, 4 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members16
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $51,825 across 4 lines filed
VIII-1f All other contributions, gifts and grants$21,930
VIII-1h Total contributions, gifts and grants$21,930
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,895$29,895
VIII-12 Total revenueRelated to mission $29,895$51,825
Part IX · Statement of functional expenses $45,645 across 2 lines filed
IX-2 Grants to domestic individualsPrograms $10,200$10,200
IX-24 Other expenses (24a–d)Fundraising $35,445$35,445
IX-25 Total functional expensesPrograms $10,200 · Management $0 · Fundraising $35,445$45,645
Part X · Balance sheet $147,925 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $141,762$147,925
X-16 Total assetsStart of year $141,762$147,925
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $141,762$147,925
X-32 Total net assets or fund balancesStart of year $141,762$147,925
X-33 Total liabilities and net assetsStart of year $141,762$147,925
Part XI · Reconciliation of net assets $147,925 net assets at year end
XI-1 Total revenue$51,825
XI-2 Total expenses$45,645
XI-3 Revenue less expenses$6,180
XI-4 Net assets at start of year$141,762
XI-9 Other changes in net assets−$17
XI-10 Net assets at end of year$147,925

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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