Civic Intelligence

Osullivan Foundation Trust Dtd 122299

990PF • Fiscal year 2020 • EIN 06-6487034

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 15201 c/o Ayco - NTGAlbany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.00x

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

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Net Margin

71st percentile

69%

Higher net margin than 71% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Asset Growth

83rd percentile

18%

Faster asset growth than 83% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-49%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$19,237,611

Up $2,928,915 (+18%) from 2019

Net Assets

Up

$19,237,611

Up $3,124,755 (+19%) from 2019

Liabilities

Down

$0

Down $195,840 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin71st percentile

Revenue

Down

$4,498,240

Down $4,366,055 (-49%) from 2019

Expenses

Down

$1,373,485

Down $100,233 (-6.8%) from 2019

Net Income

Down

$3,124,755

Down $4,265,822 (-58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$30M$20M$10M$0Assets 2011: $10,350,360Liabilities 2011: $02011Assets 2012: $8,827,197Liabilities 2012: $02012Assets 2013: $9,634,490Liabilities 2013: $02013Assets 2014: $7,599,901Liabilities 2014: $02014Assets 2015: $7,262,365Liabilities 2015: $02015Assets 2018: $9,770,068Liabilities 2018: $0Net Assets 2018: $9,770,0682018Assets 2019: $16,308,696Liabilities 2019: $195,840Net Assets 2019: $16,112,8562019Assets 2020: $19,237,611Liabilities 2020: $0Net Assets 2020: $19,237,6112020Assets 2021: $17,620,151Liabilities 2021: $0Net Assets 2021: $17,620,1512021Assets 2022: $22,078,815Liabilities 2022: $722,012Net Assets 2022: $21,656,8032022Assets 2023: $23,644,350Liabilities 2023: $0Net Assets 2023: $23,644,3502023Assets 2024: $24,039,901Liabilities 2024: $0Net Assets 2024: $24,039,9012024

Highlighted filing

2020

Assets$19,237,611
Liabilities$0
Net Assets$19,237,611
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,039,617Expenses 2011: $1,793,543Net Income 2011: $246,0742011Revenue 2012: -$113,429Expenses 2012: $1,152,958Net Income 2012: -$1,266,3872012Revenue 2013: $3,450,907Expenses 2013: $2,367,507Net Income 2013: $1,083,4002013Revenue 2014: $513,900Expenses 2014: $2,548,489Net Income 2014: -$2,034,5892014Revenue 2015: $1,042,144Expenses 2015: $1,385,687Net Income 2015: -$343,5432015Revenue 2018: $3,149,520Expenses 2018: $1,578,989Net Income 2018: $1,570,5312018Revenue 2019: $8,864,295Expenses 2019: $1,473,718Net Income 2019: $7,390,5772019Revenue 2020: $4,498,240Expenses 2020: $1,373,485Net Income 2020: $3,124,7552020Revenue 2021: $802,197Expenses 2021: $2,421,482Net Income 2021: -$1,619,2852021Revenue 2022: $5,006,176Expenses 2022: $969,524Net Income 2022: $4,036,6522022Revenue 2023: $3,429,315Expenses 2023: $1,075,743Net Income 2023: $2,353,5722023Revenue 2024: $3,110,142Expenses 2024: $3,637,255Net Income 2024: -$527,1132024

Highlighted filing

2020

Revenue$4,498,240
Expenses$1,373,485
Net Income$3,124,755
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN M O'SULLIVANTrustee-$0--
MARIE T O'SULLIVANTrustee-$0--
ANNE S O'SULLIVANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
OSullivan Foundation Trust dtd 122299
EIN
06-6487034
In Care Of
% C/O AYCO COMPANY - NTG
Phone
5186405000
Address
PO Box 15201 c/o Ayco - NTG, Albany, NY 12212-5201

Signing Officer

Name
sean o'sullivan
Title
Officer
Phone
5186405000
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO BOX 15201, Albany, NY 12212-5201
Preparer
Elizabeth VanTassel
Phone
5186405000
Raw XML Appendix354 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02020-03-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0to support charitable purposes related to covid
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0the grantor has no reason to doubt the accuracy or the reliability of the report received from the grantee. the 2020 annual report was provided by Brooklyn covid response corp to the o'sullivan foundation.
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cohoes
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012047
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CO AYCO COMPANY - NTG
IRS990PF/StatementsRegardingActyGrp/PhoneNum05186405000
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SEAN M O'SULLIVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0999976
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBANY
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0177931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0365914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0546512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07751
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01005566
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07751
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0554263
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12571
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt30
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt40
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt50
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NOTE 1 RECEIVABLE - BENEFUNDER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MISCELLANEOUS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2NOTE 2 RECEIVABLE - BENEFUNDER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3LOAN RCVBL BROOKLYN COVID RESP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4NOTE 1 RECEIVABLE - AIF MGMT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5NOTE 2 RECEIVABLE - AIF MGMT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5125000
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5125000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS FROM K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS FROM K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0246983
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0246983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Ordinary Income/Loss from K-1s
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Other Income/Loss from K-1s
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-3090
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1460946
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3090
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1460946
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0195840
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CONTRIBUTION PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05590
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GRANTEE SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05590
TaxesSchedule/TaxesDetail/Amt0120000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0sean o'sullivan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSullivan Foundation Trust dtd 122299
ReturnHeader/Filer/BusinessNameControlTxt0OSUL
ReturnHeader/Filer/EIN0066487034
ReturnHeader/Filer/InCareOfNm0% C/O AYCO COMPANY - NTG
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 15201 c/o Ayco - NTG
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth VanTassel
ReturnHeader/ReturnTs02021-11-15T14:08:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0sean
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0osullivan
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,237,611
Liabilities
$0
Net assets
$19,237,611
Revenue
$4,498,240
Expenses
$1,373,485
Net income
$3,124,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$3.11$3.64$0.53
2023Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$3.43$1.08$2.35
2022Detailed filing. Detailed filing data is available for this year.$22.1$0.72$21.7$5.01$0.97$4.04
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.80$2.42$1.62
2020Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$4.50$1.37$3.12
2019Detailed filing. Detailed filing data is available for this year.$16.3$0.20$16.1$8.86$1.47$7.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$0.00$9.77$3.15$1.58$1.57
2015Summary only. Only limited summary data is available for this year.$7.26$0.00$1.04$1.39$0.34
2014Summary only. Only limited summary data is available for this year.$7.60$0.00$0.51$2.55$2.03
2013Summary only. Only limited summary data is available for this year.$9.63$0.00$3.45$2.37$1.08
2012Summary only. Only limited summary data is available for this year.$8.83$0.00$0.11$1.15$1.27
2011Summary only. Only limited summary data is available for this year.$10.4$0.00$2.04$1.79$0.25
Peer Organizations

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