Civic Intelligence

Eugene M Sullivan MD Foundation C O Eugene M Sullivan

990PF • Fiscal year 2021 • EIN 22-2234066

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
8381 Langshire WayFort Myers, FL 33912

(716) 827-0905

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

27th percentile

-8.0%

Higher net margin than 27% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$459,396

Down $1,470 (-0.3%) from 2020

Net Assets

Down

$459,396

Down $1,470 (-0.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Up

$18,483

Up $22,203 (+597%) from 2020

Expenses

Down

$19,953

Down $46 (-0.2%) from 2020

Net Income

Up

-$1,470

Up $22,249 (+94%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2011: $364,274Liabilities 2011: $0Net Assets 2011: $364,2742011Assets 2012: $375,768Liabilities 2012: $0Net Assets 2012: $375,7682012Assets 2013: $378,998Liabilities 2013: $0Net Assets 2013: $378,9982013Assets 2014: $390,777Liabilities 2014: $0Net Assets 2014: $390,7772014Assets 2015: $380,294Liabilities 2015: $0Net Assets 2015: $380,2942015Assets 2016: $373,389Liabilities 2016: $0Net Assets 2016: $373,3892016Assets 2017: $374,719Liabilities 2017: $0Net Assets 2017: $374,7192017Assets 2018: $402,009Liabilities 2018: $0Net Assets 2018: $402,0092018Assets 2019: $484,585Liabilities 2019: $0Net Assets 2019: $484,5852019Assets 2020: $460,866Liabilities 2020: $0Net Assets 2020: $460,8662020Assets 2021: $459,396Liabilities 2021: $0Net Assets 2021: $459,3962021Assets 2022: $463,110Liabilities 2022: $0Net Assets 2022: $463,1102022Assets 2023: $459,928Liabilities 2023: $0Net Assets 2023: $459,9282023Assets 2024: $468,609Liabilities 2024: $0Net Assets 2024: $468,6092024

Highlighted filing

2021

Assets$459,396
Liabilities$0
Net Assets$459,396
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $24,1252011Expenses 2012: $18,8052012Revenue 2013: $20,646Expenses 2013: $17,416Net Income 2013: $3,2302013Revenue 2014: $35,051Expenses 2014: $23,272Net Income 2014: $11,7792014Revenue 2015: $11,188Expenses 2015: $21,671Net Income 2015: -$10,4832015Revenue 2016: $14,015Expenses 2016: $20,920Net Income 2016: -$6,9052016Revenue 2017: $21,846Expenses 2017: $20,516Net Income 2017: $1,3302017Revenue 2018: $52,537Expenses 2018: $25,247Net Income 2018: $27,2902018Revenue 2019: $108,047Expenses 2019: $25,471Net Income 2019: $82,5762019Revenue 2020: -$3,720Expenses 2020: $19,999Net Income 2020: -$23,7192020Revenue 2021: $18,483Expenses 2021: $19,953Net Income 2021: -$1,4702021Revenue 2022: $38,885Expenses 2022: $35,171Net Income 2022: $3,7142022Revenue 2023: $18,917Expenses 2023: $22,099Net Income 2023: -$3,1822023Revenue 2024: $33,869Expenses 2024: $25,188Net Income 2024: $8,6812024

Highlighted filing

2021

Revenue$18,483
Expenses$19,953
Net Income-$1,470
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary C HouseTrustee-$0--
Candace KelleyTrustee-$0--
Cynthia MorrisTrustee-$0--
John J SullivanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugene M Sullivan MD Foundation
EIN
22-2234066
Phone
7168270905
Address
8381 Langshire Way, Fort Myers, FL 33912

Signing Officer

Name
Candace Kelley
Title
Trustee
Phone
7168270905
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Jones Accounting & Tax
Address
8292 Vernon Cir, Williamsville, NY 14221
Preparer
Jeffrey P Travers
Phone
7168270905
Raw XML Appendix306 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt05200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0See Attached Statement
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt080035
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt081936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0350832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0468547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See Attached Statement
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary C House
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Candace Kelley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cynthia Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3John J Sullivan
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39606 - 53rd Drive E
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0File
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014440
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019355
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019355
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05101
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt046458
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024456
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Broker fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Federal Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04915
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0546
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05461
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt052
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Candace Kelley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07168270905
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Eugene M Sullivan MD Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EUGE
ReturnHeader/Filer/EIN0222234066
ReturnHeader/Filer/PhoneNum07168270905
ReturnHeader/Filer/USAddress/AddressLine1Txt08381 Langshire Way
ReturnHeader/Filer/USAddress/CityNm0Fort Myers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455448983
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones Accounting & Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08292 Vernon Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07168270905
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey P Travers
ReturnHeader/ReturnTs02022-05-16T13:21:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Candace
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kelley
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,396
Liabilities
$0
Net assets
$459,396
Revenue
$18,483
Expenses
$19,953
Net income
-$1,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.34$0.25$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.19$0.22$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.39$0.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.18$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.04$0.20$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$1.08$0.25$0.83
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.53$0.25$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.22$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.14$0.21$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.11$0.22$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.35$0.23$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.21$0.17$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.24