Civic Intelligence

Oswald Stevens Charitable Foundation

990PF • Fiscal year 2023 • EIN 26-3919143

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
18 Carriage TrailTarrytown, NY 10591

(646) 391-8685

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-64%

Higher net margin than 31% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

-2.8%

Faster asset growth than 51% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

7.7%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$351,366

Down $10,280 (-2.8%) from 2022

Net Assets

Down

$351,366

Down $10,280 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin31st percentile

Revenue

Up

$15,977

Up $1,140 (+7.7%) from 2022

Expenses

Up

$26,193

Up $54 (+0.2%) from 2022

Net Income

Up

-$10,216

Up $1,086 (+9.6%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2021: $372,948Liabilities 2021: $0Net Assets 2021: $372,9482021Assets 2022: $361,646Liabilities 2022: $0Net Assets 2022: $361,6462022Assets 2023: $351,366Liabilities 2023: $0Net Assets 2023: $351,3662023Assets 2024: $440,138Liabilities 2024: $0Net Assets 2024: $440,1382024

Highlighted filing

2023

Assets$351,366
Liabilities$0
Net Assets$351,366
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $6,032Expenses 2021: $25,690Net Income 2021: -$19,6582021Revenue 2022: $14,837Expenses 2022: $26,139Net Income 2022: -$11,3022022Revenue 2023: $15,977Expenses 2023: $26,193Net Income 2023: -$10,2162023Revenue 2024: $116,592Expenses 2024: $27,513Net Income 2024: $89,0792024

Highlighted filing

2023

Revenue$15,977
Expenses$26,193
Net Income-$10,216
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANIL STEVENSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Oswald Stevens Charitable Foundation
EIN
26-3919143
Phone
6463918685
Address
18 CARRIAGE TRAIL, TARRYTOWN, NY 10591

Signing Officer

Name
Anil Stevens
Title
Trustee
Phone
6464126809
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Chetan R Shah Ltd
Address
3290 JOHN F KENNEDY BLVD, JERSEY CITY, NJ 07307
Preparer
Chetan R Shah CPA
Phone
2017954000
Raw XML Appendix308 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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026661
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04487
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03308
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07001
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028832
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021831
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt064
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEES PAID TO NYS CHARITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0956
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0956
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2125
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ANIL STEVENS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt018 CARRIAGE TRAIL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TARRYTOWN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010591
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANIL STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06464126809
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSWALD STEVENS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OSWA
ReturnHeader/Filer/EIN0263919143
ReturnHeader/Filer/PhoneNum06463918685
ReturnHeader/Filer/USAddress/AddressLine1Txt018 CARRIAGE TRAIL
ReturnHeader/Filer/USAddress/CityNm0TARRYTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010591
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223804944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHETAN R SHAH LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03290 JOHN F KENNEDY BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERSEY CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007307
ReturnHeader/PreparerPersonGrp/PhoneNum02017954000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHETAN R SHAH CPA
ReturnHeader/ReturnTs02024-11-12T09:23:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$351,366
Liabilities
$0
Net assets
$351,366
Revenue
$15,977
Expenses
$26,193
Net income
-$10,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$1.17$0.28$0.89
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.16$0.26$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.15$0.26$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.06$0.26$0.20