Civic Intelligence

Otto Sussman Trust Ua 5Th Para 1 Uwo

EIN 13-6075849 • Jericho, NY

CO 30 Jericho Executive PlazaJericho, NY 11753
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

31%

Higher net margin than 77% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$11,014

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

47th percentile

2.7%

Faster asset growth than 47% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

158%

Faster revenue growth than 91% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,218,114

Up $161,358 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,218,114

Up $161,358 (+2.7%) from 2023

Revenue

Up

$522,915

Up $320,372 (+158%) from 2023

Expenses

Down

$361,557

Down $31,307 (-8.0%) from 2023

Net Income

Up

$161,358

Up $351,679 (+185%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,146,123Liabilities 2011: $02011Assets 2012: $5,118,839Liabilities 2012: $02012Assets 2013: $5,190,777Liabilities 2013: $02013Assets 2014: $5,400,524Liabilities 2014: $02014Assets 2015: $5,518,725Liabilities 2015: $02015Assets 2017: $5,722,077Liabilities 2017: $0Net Assets 2017: $5,722,0772017Assets 2018: $5,856,783Liabilities 2018: $0Net Assets 2018: $5,856,7832018Assets 2019: $5,820,148Liabilities 2019: $0Net Assets 2019: $5,820,1482019Assets 2020: $5,967,169Liabilities 2020: $0Net Assets 2020: $5,967,1692020Assets 2021: $6,156,713Liabilities 2021: $160Net Assets 2021: $6,156,5532021Assets 2022: $6,247,327Liabilities 2022: $250Net Assets 2022: $6,247,0772022Assets 2023: $6,056,756Liabilities 2023: $0Net Assets 2023: $6,056,7562023Assets 2024: $6,218,114Liabilities 2024: $0Net Assets 2024: $6,218,1142024

Highlighted filing

2024

Assets$6,218,114
Liabilities$0
Net Assets$6,218,114

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $408,615Expenses 2011: $258,150Net Income 2011: $150,4652011Revenue 2012: $303,740Expenses 2012: $331,024Net Income 2012: -$27,2842012Revenue 2013: $403,000Expenses 2013: $331,062Net Income 2013: $71,9382013Revenue 2014: $524,497Expenses 2014: $314,750Net Income 2014: $209,7472014Revenue 2015: $466,066Expenses 2015: $345,861Net Income 2015: $120,2052015Revenue 2017: $520,172Expenses 2017: $367,202Net Income 2017: $152,9702017Revenue 2018: $489,568Expenses 2018: $354,861Net Income 2018: $134,7072018Revenue 2019: $374,024Expenses 2019: $410,662Net Income 2019: -$36,6382019Revenue 2020: $558,241Expenses 2020: $411,219Net Income 2020: $147,0222020Revenue 2021: $578,718Expenses 2021: $389,334Net Income 2021: $189,3842021Revenue 2022: $544,649Expenses 2022: $454,125Net Income 2022: $90,5242022Revenue 2023: $202,543Expenses 2023: $392,864Net Income 2023: -$190,3212023Revenue 2024: $522,915Expenses 2024: $361,557Net Income 2024: $161,3582024

Highlighted filing

2024

Revenue$522,915
Expenses$361,557
Net Income$161,358

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD S MILLERTrustee-$11,014-$11,014
CATHERINE B GLENNONTrustee-$11,014-$11,014
MARTITA FLEMINGTrustee-$11,014-$11,014
Filing and Contact Details

Filer

Filer Name
Otto Sussman Trust Ua 5th Para 1 Uwo
EIN
13-6075849
Phone
2029655450
Address
CO 30 JERICHO EXECUTIVE PLAZA, JERICHO, NY 11753

Signing Officer

Name
Catherine B Glennon
Title
Trustee
Phone
2029655450
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Boyce Hughes & Associates Llp
Address
30 JERICHO EXECUTIVE PLAZA STE 200W, JERICHO, NY 11753-1028
Preparer
Robert J Coburn CPA
Phone
5162827070
Raw XML Appendix373 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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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/IndividualWithBooksNm0BOYCE HUGHES ASSOCIATES LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030 JERICHO EXECUTIVE PLAZA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JERICHO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0117531028
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05162827070
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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0OTTO SUSSMAN CHARITABLE TRUST CO M
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02029655450
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O 30 JERICHO EXECUTIVE PLAZA STE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0200W
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JERICHO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011753
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0317384
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HEALTH, EDUCATION OR WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PAID TO NEEDY PERSONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JERICHO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011753
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0317384
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/AppliedToCurrentYearAmt0360802
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0384614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023812
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07525
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0360802
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07525
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031337
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01431
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1566
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST PURCHASED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CAPITAL GAIN DISTRIBUTED IN 2025 FOR 2024
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01182
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt15094
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01182
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt15094
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MAILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2151
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt421
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt421
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0734
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIV INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0734
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE B GLENNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02029655450
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTO SUSSMAN TRUST UA 5TH PARA 1 UWO
ReturnHeader/Filer/BusinessNameControlTxt0OTTO
ReturnHeader/Filer/EIN0136075849
ReturnHeader/Filer/PhoneNum02029655450
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO 30 JERICHO EXECUTIVE PLAZA
ReturnHeader/Filer/USAddress/CityNm0JERICHO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011753
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134966910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYCE HUGHES & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 JERICHO EXECUTIVE PLAZA STE 200W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERICHO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117531028
ReturnHeader/PreparerPersonGrp/PhoneNum05162827070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J COBURN CPA
ReturnHeader/ReturnTs02025-05-09T15:31:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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