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James Duffy Sr Local 138 Scholarship Fund Tr

Bates Patricia Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$64.9k (2023)

Expenses
$84.1k (2023)

Total Assets
$214k (2023)

Total Liabilities
$123k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,863
Expenses
$84,130
Net Income
-$19,267
Net Assets
$91,210
Notable Sources of Revenue Percent of Total Revenue
Contributions $117,090
> 100%
Program Services $0
Investment Income $7,134
11.0%
Net Fundraising -$59,361
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $213,790
Total Liabilities $122,580
Net Assets $91,210
Compensation
Key Employees and Officers Compensation Other
William Duffy Jr (Trustee) $0 $0
John J Duffy (Trustee) $0 $0
John Duffy (Trustee) $0 $0
James Haney (Trustee) $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,467
Expenses
$83,759
Net Income
-$38,292
Net Assets
$110,477
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,450
> 100%
Program Services $0
Investment Income $155
0.3%
Net Fundraising -$53,138
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $233,951
Total Liabilities $123,474
Net Assets $110,477
Compensation
Key Employees and Officers Compensation Other
William Duffy Jr (Trustee) $0 $0
John J Duffy (Trustee) $0 $0
John Duffy (Trustee) $0 $0
James Haney (Trustee) $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,765
Expenses
$82,416
Net Income
-$651
Net Assets
$148,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $26
0.0%
Net Fundraising $81,739
100.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $287,441
Total Liabilities $138,672
Net Assets $148,769
Compensation
Key Employees and Officers Compensation Other
William Duffy Jr (Trustee) $0 $0
Philip Capobianco (Trustee) $0 $0
John Duffy (Trustee) $0 $0
James Haney (Trustee) $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,621
Expenses
$78,543
Net Income
-$28,922
Net Assets
$149,420
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,989
4.0%
Net Fundraising $47,632
96.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $318,187
Total Liabilities $168,767
Net Assets $149,420
Compensation
Key Employees and Officers Compensation Other
William Duffy Jr (Trustee) $0 $0
Philip Capobianco (Trustee) $0 $0
John Duffy (Trustee) $0 $0
James Haney (Trustee) $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,135
Expenses
$72,370
Net Income
-$43,235
Net Assets
$178,342
Notable Sources of Revenue Percent of Total Revenue
Contributions $140,050
> 100%
Program Services $0
Investment Income $2,080
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$119,550
Sales of Assets $6,555
22.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $18,667
25.8%
Assets/Debt
Total Assets $292,704
Total Liabilities $114,362
Net Assets $178,342
Compensation
Key Employees and Officers Compensation Related Other
William Duffy Jr (Trustee) $0 $234,119 $84,292
Phillip Capobianco (Trustee) $0 $242,671 $83,186
John Duffy (Trustee) $0 $299,370 $65,841
James Haney (Trustee) $0 $0 $0
Dennis Adrian (Business Agent) $0 $231,912 $83,186
Shawn Coles (Business Agent) $0 $231,721 $83,186
John J Duffy (Dispatcher) $0 $194,619 $84,824
Anthony Malizia (Business Agent) $0 $235,756 $83,186
Stephen Barnett (Fund Administrator) $0 $205,740 $58,356

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,570
Expenses
$49,264
Net Income
$29,306
Net Assets
$221,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $545
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $67,070
85.4%
Sales of Assets $10,955
13.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $317,864
Total Liabilities $96,840
Net Assets $221,024
Compensation
Key Employees and Officers Compensation Related Other
William Duffy Jr (Trustee) $0 $228,456 $95,010
Phillip Capobianco (Trustee) $0 $236,212 $93,806
John Duffy (Trustee) $0 $295,022 $77,601
James Haney (Trustee) $0 $0 $0
Dennis Adrian (Business Agent) $0 $225,917 $93,806
Shawn Coles (Business Agent) $0 $218,525 $93,806
John J Duffy (Dispatcher) $0 $181,852 $93,569
Anthony Malizia (Business Agent) $0 $229,072 $93,806
Stephen Barnett (Fund Administrator) $0 $199,938 $57,841

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,497
Expenses
$49,074
Net Income
-$6,577
Net Assets
$199,371
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $974
2.3%
Net Fundraising $39,694
93.4%
Sales of Assets $1,829
4.3%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $315,941
Total Liabilities $116,570
Net Assets $199,371
Compensation
Key Employees and Officers Compensation Other
William Duffy Sr (Trustee) $0 $0
Phillip Cabiobanco (Trustee) $0 $0
John Duffy (Trustee) $0 $0
James Haney (Trustee) $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$12,729
Expenses
$50,189
Net Income
-$37,460
Net Assets
$196,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,600
20.4%
Program Services $0
Investment Income $69
0.5%
Net Fundraising $10,060
79.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $293,594
Total Liabilities $96,599
Net Assets $196,995
Compensation
Key Employees and Officers Compensation Other
William Duffy Sr (Trustee) $0 $0
Phillip Cabiobanco (Trustee) $0 $0
John Duffy (Trustee) $0 $0
Kenneth Huber (Trustee) $0 $0
James Haney (Trustee) $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,979
Expenses
$48,563
Net Income
-$20,584
Net Assets
$236,309
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,400
33.6%
Program Services $0
Investment Income $29
0.1%
Net Fundraising $18,550
66.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $354,160
Total Liabilities $117,851
Net Assets $236,309
Compensation
Key Employees and Officers Compensation Other
William Duffy Jr (Trustee) $0 $0
Phillip Cabiobanco (Trustee) $0 $0
John Duffy (Trustee) $0 $0
Kenneth Huber (Trustee) $0 $0
James Haney (Trustee) $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$25,097
Expenses
$61,095
Net Income
-$35,998
Net Assets
$255,143
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,300
25.1%
Program Services $0
Investment Income $36
0.1%
Net Fundraising $18,764
74.8%
Sales of Assets -$3
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $382,982
Total Liabilities $127,839
Net Assets $255,143
Compensation
Key Employees and Officers Compensation Other
William Duffy Jr (Trustee) $0 $0
Phillip Cabiobanco (Trustee) $0 $0
John Duffy (Trustee) $0 $0
Kenneth Huber (Trustee) $0 $0
James Haney (Trustee) $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,249
Expenses
$62,066
Net Income
-$28,817
Net Assets
$291,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,100
48.4%
Program Services $0
Investment Income $301
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,789
50.5%
Sales of Assets $59
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,728
10.8%
Assets/Debt
Total Assets $400,461
Total Liabilities $109,320
Net Assets $291,141

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,664
Expenses
$106,323
Net Income
-$68,659
Net Assets
$320,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,955
> 100%
Program Services $0
Investment Income $691
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$45,069
Sales of Assets $4,087
10.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,422
6.0%
Assets/Debt
Total Assets $419,061
Total Liabilities $98,744
Net Assets $320,317

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,606
Expenses
$34,637
Net Income
-$31
Net Assets
$388,686
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,570
> 100%
Program Services $0
Investment Income $3,137
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$41,295
Sales of Assets $194
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $437,186
Total Liabilities $48,500
Net Assets $388,686

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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