Civic Intelligence

Eugene M Sullivan MD Foundation C O Eugene M Sullivan

990PF • Fiscal year 2022 • EIN 22-2234066

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 11, 2025

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

59th percentile

9.6%

Higher net margin than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

79th percentile

$758

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

0.8%

Faster asset growth than 53% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

110%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$463,110

Up $3,714 (+0.8%) from 2021

Net Assets

Up

$463,110

Up $3,714 (+0.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$38,885

Up $20,402 (+110%) from 2021

Expenses

Up

$35,171

Up $15,218 (+76%) from 2021

Net Income

Up

$3,714

Up $5,184 (+353%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$463,110
Liabilities$0
Net Assets$463,110

Operations Trend

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

2022

Revenue$38,885
Expenses$35,171
Net Income$3,714
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 11, 2025
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary C HouseTrustee-$758-$758
Candace KelleyTrustee-$758-$758
Cynthia MorrisTrustee-$758-$758
John J SullivanTrustee-$758-$758
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
2025-09-11

Preparer

Firm
Jones Accounting & Tax
Address
8292 Vernon Cir, Williamsville, NY 14221
Preparer
Jeffrey P Travers
Phone
7168270905
Raw XML Appendix309 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0See 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/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
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/TotalGrantOrContriPdDurYrAmt025485
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/AppliedToYear1Amt08768
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025135
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/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt05101
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08768
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt05101
IRS990PF/UndistributedIncomeGrp/Taxable2Amt018323
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05101
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025135
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027091
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Broker fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Federal Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14543
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21096
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0505
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21096
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0110
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Candace Kelley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07168270905
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey P Travers
ReturnHeader/ReturnTs02025-09-11T12:02:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

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