Civic Intelligence

Lieutenant Paul J Sullivan Charitable Trust

990EZ • Fiscal year 2023 • EIN 23-7122075

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

33%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$490,577

Down $2,082 (-0.4%) from 2022

Net Assets

Down

$490,577

Down $2,082 (-0.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$181,683

Up $45,475 (+33%) from 2022

Expenses

Up

$53,467

Up $17,573 (+49%) from 2022

Net Income

Up

$128,216

Up $27,902 (+28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2023

Assets$490,577
Liabilities-
Net Assets$490,577
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

2023

Revenue$181,683
Expenses$53,467
Net Income$128,216
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$181,683
Mission and Program Overview

Mission

TO SUPPORT EDUCATION

Program Services

DescriptionGrantsExpenses
THE TRUST EARNED 30,100.00 IN SCHOLARSHIPS TO THE HIGH SCHOOL SENIORS.$30,100$53,467
THE TRUST SUPPORTS HIGH SCHOOL EDUCATION AND GRANTS SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS SULLIVANTrustee-$0--
ELEANOR DONATOTrustee-$0--
STEPHEN J MAHONEYTrustee-$0--
MARGARET TIMPERITrustee-$0--
ANTHONY DONATOTrustee-$0--
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
2024-11-15
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 8

“Midl and national life insura 72,886 total 72,886”

Form 990-ez, Part I, Line 10

“Name: education awards cash contribution: 30,100”

Form 990-ez, Part I, Line 16

“Expenses outside services 11,680 fees 6,736 supplies 4,951 total 23,367”

Form 990-ez, Part I, Line 20

“Annuity redemption -130,298”

Form 990-ez, Part III, Line 31

“The trust supports high school education and grants scholarships”

Raw XML Appendix164 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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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/BOYAmt0492659
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0107855
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0128216
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0492659
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0490577
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030100
IRS990EZ/GrossReceiptsAmt0181683
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0942
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0492659
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0490577
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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 TIMPERI
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/OtherChangesInNetAssetsAmt0-130298
IRS990EZ/OtherExpensesTotalAmt023367
IRS990EZ/OtherRevenueTotalAmt072886
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST EARNED 30,100.00 IN SCHOLARSHIPS TO THE HIGH SCHOOL SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE TRUST SUPPORTS HIGH SCHOOL EDUCATION AND GRANTS SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053467
IRS990EZ/TotalProgramServiceExpensesAmt053467
IRS990EZ/TotalRevenueAmt0181683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt092033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0272178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02264
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08453
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0238263
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08453
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt043175
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt036345
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt079520
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85300
IRS990ScheduleA/PublicSupportPY509Pct00.81440
IRS990ScheduleA/PublicSupportTotal509Amt0510441
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0181683
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083541
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085796
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067388
IRS990ScheduleA/Total509Grp/TotalAmt0510441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0181683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0135208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0123747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069652
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0598414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MIDL AND NATIONAL LIFE INSURA 72,886 TOTAL 72,886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: EDUCATION AWARDS CASH CONTRIBUTION: 30,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OUTSIDE SERVICES 11,680 FEES 6,736 SUPPLIES 4,951 TOTAL 23,367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUITY REDEMPTION -130,298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST SUPPORTS HIGH SCHOOL EDUCATION AND GRANTS SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179247589
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J JOHNSTON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T18:30:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$490,577
Liabilities
-
Net assets
$490,577
Revenue
$181,683
Expenses
$53,467
Net income
$128,216
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