Civic Intelligence

David M Sullivan Memorial Foundation Inc.

990PF • Fiscal year 2017 • EIN 13-4330823

Jan 01, 2017 to Dec 31, 2017 • Filed on May 30, 2018

41 Accord Park DriveNorwell, MA 02061

(781) 982-1550

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-110%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-6.1%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$64,966

Down $4,190 (-6.1%) from 2016

Net Assets

Down

$64,966

Down $4,190 (-6.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$3,874

Up $759 (+24%) from 2016

Expenses

Up

$8,147

Up $5,553 (+214%) from 2016

Net Income

Down

-$4,273

Down $4,794 (-920%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $78,885Liabilities 2010: $0Net Assets 2010: $78,8852010Assets 2011: $69,040Liabilities 2011: $0Net Assets 2011: $69,0402011Assets 2012: $72,192Liabilities 2012: $0Net Assets 2012: $72,1922012Assets 2013: $79,369Liabilities 2013: $0Net Assets 2013: $79,3692013Assets 2014: $72,991Liabilities 2014: $0Net Assets 2014: $72,9912014Assets 2015: $68,845Liabilities 2015: $0Net Assets 2015: $68,8452015Assets 2016: $69,156Liabilities 2016: $0Net Assets 2016: $69,1562016Assets 2017: $64,966Liabilities 2017: $0Net Assets 2017: $64,9662017Assets 2018: $58,008Liabilities 2018: $0Net Assets 2018: $58,0082018Assets 2019: $78,386Liabilities 2019: $0Net Assets 2019: $78,3862019Assets 2020: $73,301Liabilities 2020: $0Net Assets 2020: $73,3012020Assets 2021: $72,233Liabilities 2021: $0Net Assets 2021: $72,2332021Assets 2022: $82,021Liabilities 2022: $0Net Assets 2022: $82,0212022Assets 2023: $80,013Liabilities 2023: $0Net Assets 2023: $80,0132023Assets 2024: $76,057Liabilities 2024: $0Net Assets 2024: $76,0572024

Highlighted filing

2017

Assets$64,966
Liabilities$0
Net Assets$64,966

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2010: $1,325Expenses 2010: $688Net Income 2010: $6372010Revenue 2011: $1,483Expenses 2011: $8,175Net Income 2011: -$6,6922011Revenue 2012: $1,802Expenses 2012: $2,675Net Income 2012: -$8732012Revenue 2013: $4,195Expenses 2013: $2,937Net Income 2013: $1,2582013Revenue 2014: $7,803Expenses 2014: $7,945Net Income 2014: -$1422014Revenue 2015: $1,808Expenses 2015: $925Net Income 2015: $8832015Revenue 2016: $3,115Expenses 2016: $2,594Net Income 2016: $5212016Revenue 2017: $3,874Expenses 2017: $8,147Net Income 2017: -$4,2732017Revenue 2018: $4,231Expenses 2018: $11,189Net Income 2018: -$6,9582018Revenue 2019: $27,462Expenses 2019: $7,084Net Income 2019: $20,3782019Revenue 2020: $1,936Expenses 2020: $7,021Net Income 2020: -$5,0852020Revenue 2021: $8,092Expenses 2021: $9,160Net Income 2021: -$1,0682021Revenue 2022: $12,449Expenses 2022: $2,661Net Income 2022: $9,7882022Revenue 2023: $2,184Expenses 2023: $4,192Net Income 2023: -$2,0082023Revenue 2024: $2,239Expenses 2024: $6,195Net Income 2024: -$3,9562024

Highlighted filing

2017

Revenue$3,874
Expenses$8,147
Net Income-$4,273
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 30, 2018
Return Version
2017v2.2
Mission and Program Overview

Mission

Scholarship for education - gifts to 501(c)(3) organizations.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J SULLIVANPresidentPT$0--
ROBERT D SULLIVANTreasurerPT$0--
MAUREEN CULLITYSecretaryPT$0--
PAUL J SULLIVANDirector-$0--
ROBERT D SULLIVANDirector-$0--
ROBERTA S SULLIVANDirector-$0--
Filing and Contact Details

Filer

Filer Name
David M Sullivan Memorial
EIN
13-4330823
Phone
7819821550
Address
41 ACCORD PARK DRIVE, NORWELL, MA 02061

Signing Officer

Name
Paul J Sullivan
Title
President
Phone
7819821550
Signed
2018-05-30
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR & DREW PC
Address
25 BRAINTREE HILL OFC PK SUITE 102, BRAINTREE, MA 02184
Preparer
Lauren Carnes
Phone
6174711120
Raw XML Appendix356 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd502061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd01
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08020
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08020
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08020
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02015
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MAUREEN CULLITY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt041 ACCORD PARK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORWELL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002061
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07819821550
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION TO SUPPORT THE CHARITY'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH THE WORKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0280 SARATOGA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COHOES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012047
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03226
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03629
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01165
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01165
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0307
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08020
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01165
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0307
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01165
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0307
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03629
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASSACHUSETTS ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMONWEALTH OF MASSACHUSETTS FILING FORM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherIncreasesSchedule/OtherIncreasesDetail/Amt083
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0127
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07819821550
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID M SULLIVAN MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0134330823
ReturnHeader/Filer/PhoneNum07819821550
ReturnHeader/Filer/USAddress/AddressLine1Txt041 ACCORD PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0NORWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002061
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B2E1A561AFFFD3BBF97976B10C59320AC83D664
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E27EA94F9E26D2F6CAFB6AA932DE270025BE9AD7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.7.66.186
ReturnHeader/FilingSecurityInformation/IPDt02018-05-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:46:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043000523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR & DREW PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 BRAINTREE HILL OFC PK SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum06174711120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN CARNES
ReturnHeader/ReturnTs02018-05-30T10:09:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$2.24$6.20$3.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.0$0.00$80.0$2.18$4.19$2.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.0$0.00$82.0$12.4$2.66$9.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.2$0.00$72.2$8.09$9.16$1.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.3$0.00$73.3$1.94$7.02$5.09
2019Detailed filing. Detailed filing data is available for this year.$78.4$0.00$78.4$27.5$7.08$20.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.0$0.00$58.0$4.23$11.2$6.96
2017Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$3.87$8.15$4.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$0.00$69.2$3.12$2.59$0.52
2015Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$1.81$0.93$0.88
2014Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$7.80$7.95$0.14
2013Detailed filing. Detailed filing data is available for this year.$79.4$0.00$79.4$4.20$2.94$1.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.2$0.00$72.2$1.80$2.68$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.0$0.00$69.0$1.48$8.18$6.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.9$0.00$78.9$1.33$0.69$0.64