Civic Intelligence

Osceola Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-6094234

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

Organization Profile
Sosin Kriegel - 3000 Marcus Ave 2E4Lake Success, NY 11042

(803) 917-8092

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-90%

Higher net margin than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,913,554

Up $276,838 (+6.0%) from 2019

Net Assets

Up

$4,913,554

Up $276,838 (+6.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$154,889

Down $881,989 (-85%) from 2019

Expenses

Up

$293,700

Up $24,056 (+8.9%) from 2019

Net Income

Down

-$138,811

Down $906,045 (-118%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,640,811Liabilities 2011: $0Net Assets 2011: $3,640,8112011Assets 2012: $3,994,056Liabilities 2012: $12012Assets 2013: $4,475,682Liabilities 2013: $0Net Assets 2013: $4,475,6822013Assets 2014: $4,331,924Liabilities 2014: $0Net Assets 2014: $4,331,9242014Assets 2015: $4,001,457Liabilities 2015: $0Net Assets 2015: $4,001,4572015Assets 2016: $3,937,704Liabilities 2016: $0Net Assets 2016: $3,937,7042016Assets 2017: $4,420,373Liabilities 2017: $0Net Assets 2017: $4,420,3732017Assets 2018: $3,943,498Liabilities 2018: $0Net Assets 2018: $3,943,4982018Assets 2019: $4,636,716Liabilities 2019: $0Net Assets 2019: $4,636,7162019Assets 2020: $4,913,554Liabilities 2020: $0Net Assets 2020: $4,913,5542020Assets 2021: $5,361,694Liabilities 2021: $0Net Assets 2021: $5,361,6942021Assets 2022: $4,149,377Liabilities 2022: $0Net Assets 2022: $4,149,3772022Assets 2023: $4,718,714Liabilities 2023: $0Net Assets 2023: $4,718,7142023Assets 2024: $5,218,012Liabilities 2024: $0Net Assets 2024: $5,218,0122024

Highlighted filing

2020

Assets$4,913,554
Liabilities$0
Net Assets$4,913,554
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $235,0132011Revenue 2012: $342,046Expenses 2012: $260,579Net Income 2012: $81,4672012Revenue 2013: $346,367Expenses 2013: $276,903Net Income 2013: $69,4642013Revenue 2014: $346,400Expenses 2014: $293,560Net Income 2014: $52,8402014Revenue 2015: $356,251Expenses 2015: $301,385Net Income 2015: $54,8662015Revenue 2016: $56,613Expenses 2016: $244,255Net Income 2016: -$187,6422016Revenue 2017: $251,228Expenses 2017: $259,126Net Income 2017: -$7,8982017Revenue 2018: $293,821Expenses 2018: $275,371Net Income 2018: $18,4502018Revenue 2019: $1,036,878Expenses 2019: $269,644Net Income 2019: $767,2342019Revenue 2020: $154,889Expenses 2020: $293,700Net Income 2020: -$138,8112020Revenue 2021: $248,396Expenses 2021: $304,117Net Income 2021: -$55,7212021Revenue 2022: $158,957Expenses 2022: $285,975Net Income 2022: -$127,0182022Revenue 2023: $207,731Expenses 2023: $257,074Net Income 2023: -$49,3432023Revenue 2024: $281,567Expenses 2024: $281,400Net Income 2024: $1672024

Highlighted filing

2020

Revenue$154,889
Expenses$293,700
Net Income-$138,811
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN B OLIVERTreasurer-$0--
BARBARA B SPITLERVice President-$0--
DEBORAH B BEALESecretary-$0--
WALTER BEINECKE IIIPresident-$0--
Filing and Contact Details

Filer

Filer Name
Osceola Foundation Inc
EIN
13-6094234
Phone
8039178092
Address
Sosin Kriegel - 3000 Marcus Ave 2E4, Lake Success, NY 11042

Signing Officer

Name
Walter Beinecke Iii
Title
President & CEO
Signed
2021-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Sosin & Kriegel LLP
Address
3000 Marcus Avenue Suite 2E4, Lake Success, NY 11042
Preparer
Ellyn A Sosin CPA
Phone
5165704600
Raw XML Appendix284 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/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03064
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03753
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02458
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0210000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018369
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027029
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0114
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Miscellaneous receivables
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt077
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt077
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01035
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Non-deductible from k-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BUSINESS SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015818
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19566
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01925
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115818
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt29566
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4254
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56613
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-91
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-91
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0416684
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gains on Investments
TaxesSchedule/TaxesDetail/Amt041984
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER BEINECKE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Osceola Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OSCE
ReturnHeader/Filer/EIN0136094234
ReturnHeader/Filer/PhoneNum08039178092
ReturnHeader/Filer/USAddress/AddressLine1Txt0Sosin Kriegel - 3000 Marcus Ave 2E4
ReturnHeader/Filer/USAddress/CityNm0Lake Success
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011042
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050575657
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sosin & Kriegel LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 Marcus Avenue Suite 2E4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum05165704600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellyn A Sosin CPA
ReturnHeader/ReturnTs02021-10-15T07:53:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER BEINECKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0III
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,913,554
Liabilities
$0
Net assets
$4,913,554
Revenue
$154,889
Expenses
$293,700
Net income
-$138,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.28$0.28$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.21$0.26$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.16$0.29$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.25$0.30$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.15$0.29$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$1.04$0.27$0.77
2018Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.29$0.28$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.25$0.26$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.06$0.24$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.36$0.30$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.35$0.29$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.35$0.28$0.07
2012Summary only. Only limited summary data is available for this year.$3.99$0.00$0.34$0.26$0.08
2011Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.24