Civic Intelligence

Lieutenant Paul J Sullivan Charitable Trust

990EZ • Fiscal year 2021 • EIN 23-7122075

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
PO Box 95Watertown, MA 02471

(617) 924-7589

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$392,345

No earlier filing loaded for comparison.

Net Assets

$392,345

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

$74,537

No earlier filing loaded for comparison.

Expenses

$27,654

No earlier filing loaded for comparison.

Net Income

$46,883

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2021: $392,345Net Assets 2021: $392,3452021Assets 2022: $492,659Net Assets 2022: $492,6592022Assets 2023: $490,577Net Assets 2023: $490,5772023Assets 2024: $546,068Liabilities 2024: $0Net Assets 2024: $546,0682024

Highlighted filing

2021

Assets$392,345
Liabilities-
Net Assets$392,345
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2021: $74,537Expenses 2021: $27,654Net Income 2021: $46,8832021Revenue 2022: $136,208Expenses 2022: $35,894Net Income 2022: $100,3142022Revenue 2023: $181,683Expenses 2023: $53,467Net Income 2023: $128,2162023Revenue 2024: $98,728Expenses 2024: $43,237Net Income 2024: $55,4912024

Highlighted filing

2021

Revenue$74,537
Expenses$27,654
Net Income$46,883
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$87,402
Mission and Program Overview

Mission

TO SUPPORT EDUCATION

Program Services

DescriptionGrantsExpenses
THE TRUST SUPPORTS HIGH SCHOOL EDUCATION AND GRANTS SCHOLARSHIPS$27,000$27,654
THE TRUST EARNED 27,000 IN SCHOLARSHIPS TO THE HIGH SCHOOL SENIORS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS SULLIVANTrustee-$0--
ELEANOR DONATOTrustee-$0--
STEPHEN J MAHONEYTrustee-$0--
MARGARET SULLIVANTrustee-$0--
ANTHONY DONATOTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$50,210$50,210-$50,210
Total Events$50,210$50,210$12,865$37,345
Filing and Contact Details

Filer

Filer Name
Lieutenant Paul J Sullivan
EIN
23-7122075
Phone
6179247589
Address
PO BOX 95, WATERTOWN, MA 02471

Signing Officer

Name
Thomas Sullivan
Title
Trustee
Phone
6179247589
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Robert J Johnston CPA
Address
444 WASHINGTON STREET, BOSTON, MA 02135-2612
Preparer
Robert J Johnston CPA
Phone
6177878520
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 27,000”

Form 990-ez, Part I, Line 16

“Expenses p o box 162 pass 35 197 total 197”

Form 990-ez, Part III, Line 31

“The trust supports high school education and grants scholarships”

Raw XML Appendix177 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS SULLIVAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06179247589
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011 UPLAND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt011 UPLAND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WATERTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002472
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0345462
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0392345
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033331
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt046883
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0345462
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0392345
IRS990EZ/FundraisingGrossIncomeAmt050210
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027000
IRS990EZ/GrossReceiptsAmt087402
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03861
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0345462
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0392345
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0345462
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0392345
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELEANOR DONATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN J MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGARET SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANTHONY DONATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0197
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0457
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST EARNED 27,000 IN SCHOLARSHIPS TO THE HIGH SCHOOL SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE TRUST SUPPORTS HIGH SCHOOL EDUCATION AND GRANTS SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027654
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012865
IRS990EZ/SpecialEventsNetIncomeLossAmt037345
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027654
IRS990EZ/TotalProgramServiceExpensesAmt027654
IRS990EZ/TotalRevenueAmt074537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093371
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02255
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0253528
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02255
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013036
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96380
IRS990ScheduleA/PublicSupportPY509Pct00.95800
IRS990ScheduleA/PublicSupportTotal509Amt0346899
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083541
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085796
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042628
IRS990ScheduleA/Total509Grp/TotalAmt0346899
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044883
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359935
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012865
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01829
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050210
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037345
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05551
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05551
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05485
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 27,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES P O BOX 162 PASS 35 197 TOTAL 197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST SUPPORTS HIGH SCHOOL EDUCATION AND GRANTS SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179247589
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIEUTENANT PAUL J SULLIVAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LIEU
ReturnHeader/Filer/EIN0237122075
ReturnHeader/Filer/PhoneNum06179247589
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 95
ReturnHeader/Filer/USAddress/CityNm0WATERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT J JOHNSTON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021352612
ReturnHeader/PreparerPersonGrp/PhoneNum06177878520
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J JOHNSTON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T13:26:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SULLIVAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$392,345
Liabilities
-
Net assets
$392,345
Revenue
$74,537
Expenses
$27,654
Net income
$46,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.99$0.43$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.91$4.91$1.82$0.53$1.28
2022Detailed filing. Detailed filing data is available for this year.$4.93$4.93$1.36$0.36$1.00
2021Detailed filing. Detailed filing data is available for this year.$3.92$3.92$0.75$0.28$0.47