Civic Intelligence

Osceola Foundation Inc.

990PF • Fiscal year 2024 • EIN 13-6094234

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 15, 2025

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

24th percentile

0.00x

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

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

Liabilities / Revenue

24th percentile

0.00x

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

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

Net Margin

37th percentile

0.1%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

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

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

73rd percentile

36%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$5,218,012

Up $499,298 (+11%) from 2023

Net Assets

Up

$5,218,012

Up $499,298 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$281,567

Up $73,836 (+36%) from 2023

Expenses

Up

$281,400

Up $24,326 (+9.5%) from 2023

Net Income

Up

$167

Up $49,510 (+100%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$5,218,012
Liabilities$0
Net Assets$5,218,012

Operations Trend

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

2024

Revenue$281,567
Expenses$281,400
Net Income$167
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN B OLIVERTreasurer-$0--
BARBARA B SPITLERVice President-$0--
DEBORAH B BEALESecretary-$0--
WALTER BEINECKE IIIPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCHEDULE B - 4 pagesgeneral contributionPCSEE SCHEDULE B, MA, US$209,750
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
2025-07-15
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 Appendix273 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/PersonNm2DEBORAH B BEALE
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0791
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0229750
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0791
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019392
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0374
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Miscellaneous receivables
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt042
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt042
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01552
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Non-deductible from k-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020224
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3258
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt520000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0500683
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS on investments
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER BEINECKE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-07-15T18:11:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

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
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