Civic Intelligence

Terton Sogyal Foundation

990 • Fiscal year 2013 • EIN 27-1221733

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 04, 2014

Organization ProfileTERTON-SOGYAL-USA.ORG
72 Reade Street - 6th Floor10007-1809

(917) 434-0223

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.01x

Higher debt load relative to assets than 93% of similar nonprofits.

2013 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

96th percentile

0.15x

Higher debt load relative to revenue than 96% of similar nonprofits.

2013 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2013

Net Margin

85th percentile

72%

Higher net margin than 85% of similar nonprofits.

2013 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2013

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2013 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$560,221

Up $99 (+0.0%) from 2012

Net Assets

Up

$557,321

Up $4,699 (+0.9%) from 2012

Liabilities

Down

$2,900

Down $4,600 (-61%) from 2012

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin85th percentile

Revenue

$19,434

No earlier filing loaded for comparison.

Expenses

Down

$5,426

Down $3,057 (-36%) from 2012

Net Income

$14,008

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2011: $516,102Liabilities 2011: $2,000Net Assets 2011: $514,1022011Assets 2012: $560,122Liabilities 2012: $7,500Net Assets 2012: $552,6222012Assets 2013: $560,221Liabilities 2013: $2,900Net Assets 2013: $557,3212013Assets 2014: $587,089Liabilities 2014: $2,900Net Assets 2014: $584,1892014Assets 2015: $569,762Liabilities 2015: $0Net Assets 2015: $569,7622015Assets 2016: $571,854Liabilities 2016: $0Net Assets 2016: $571,8542016Assets 2017: $606,924Liabilities 2017: $1,200Net Assets 2017: $605,7242017Assets 2018: $563,167Liabilities 2018: $2,300Net Assets 2018: $560,8672018Assets 2019: $555,381Liabilities 2019: $2,700Net Assets 2019: $552,6812019Assets 2020: $580,915Liabilities 2020: $2,700Net Assets 2020: $578,2152020Assets 2021: $595,855Liabilities 2021: $2,850Net Assets 2021: $593,0052021Assets 2022: $531,316Liabilities 2022: $2,850Net Assets 2022: $528,4662022Assets 2023: $562,872Liabilities 2023: $2,850Net Assets 2023: $560,0222023Assets 2024: $578,762Liabilities 2024: $2,850Net Assets 2024: $575,9122024

Highlighted filing

2013

Assets$560,221
Liabilities$2,900
Net Assets$557,321
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $104,7362011Expenses 2012: $8,4832012Revenue 2013: $19,434Expenses 2013: $5,426Net Income 2013: $14,0082013Revenue 2014: $32,276Expenses 2014: $5,250Net Income 2014: $27,0262014Revenue 2015: $15,294Expenses 2015: $3,693Net Income 2015: $11,6012015Revenue 2016: -$6,228Expenses 2016: $2,827Net Income 2016: -$9,0552016Revenue 2017: $15,275Expenses 2017: $1,233Net Income 2017: $14,0422017Revenue 2018: $7,331Expenses 2018: $20,995Net Income 2018: -$13,6642018Revenue 2019: $41,096Expenses 2019: $93,826Net Income 2019: -$52,7302019Revenue 2020: $30,252Expenses 2020: $7,226Net Income 2020: $23,0262020Revenue 2021: $28,910Expenses 2021: $18,856Net Income 2021: $10,0542021Revenue 2022: $17,380Expenses 2022: $6,339Net Income 2022: $11,0412022Revenue 2023: $18,996Expenses 2023: $22,061Net Income 2023: -$3,0652023Revenue 2024: $51,427Expenses 2024: $29,471Net Income 2024: $21,9562024

Highlighted filing

2013

Revenue$19,434
Expenses$5,426
Net Income$14,008
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 4, 2014
Return Version
2013v3.0
Gross Receipts
$226,205
Mission and Program Overview

Mission

The organization is organized and operated for exclusively religious, charitable, and educational purposes, specifically the promotion and advancement of the buddhist religion worldwide. The organization's primary activity is the provision of financial support for institutions that further the preservation, study, and practice of buddhism. Examples of such institutions include monasteries, nunneries, schools, study colleges, libraries, retreat centers, and shrines. The organization will also support the preservation of objects and images associated with the practice of buddhism.

The organization is organized and operated for exclusively religious, charitable, and educational purposes, specifically the promotion and advancement of the buddhist religion worldwide. However, the organization's primary activity is the provision of financial support for institutions that further the preservation, study, and practice of buddhism. Examples of such institutions include monasteries, nunneries, schools, study colleges, libraries, retreat centers, and shrines. The organization also supports the preservation of objects and images associated with the practice of buddhism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$442,468$367,369▼ $75,099
Savings and Temporary Cash Investments$107,406$183,850▲ $76,444
Cash and Non-Interest-Bearing Accounts$10,248$9,002▼ $1,246
Total Assets$560,122$560,221▲ $99
Liabilities
Accounts Payable and Accrued Expenses$7,500$2,900▼ $4,600
Total Liabilities$7,500$2,900▼ $4,600
Net Assets / Fund Balance
Unrestricted Net Assets$539,151$543,850▲ $4,699
Temporarily Rstr Net Assets$13,471$13,471→ $0
Total Net Assets Fund Balance$552,622$557,321▲ $4,699
Total Liabilities and Net Assets / Fund Balance$560,122$560,221▲ $99

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$25,953--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Pedro BeroyPresident
Philip PhilippouBoard Member
Michele PhamtanSecretary
Daniel SchuesslerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,780
Program Service Revenue
$0
Investment Income
$12,654
Other Revenue
$0
All Other Contributions
$6,780
Change in Net Assets
$14,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,426
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,900-$2,900
Other Expenses-$13-$13
Total Functional Expenses$0$5,426$0$5,426
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Philip phillippou and michele phamtan have a business relationship. They are both employees of the congregation rigpa lerab ling, which is a religious organization that aims to present the buddhist tradition of tibet in a way that is both authentic and as relevant as possible to the lives and needs of modern men and women. Mr. Phillippou is the superior of the congregation and ms. Phamtan is the international finance director. Pedro beroy, philip phillippou, and michele phamtan have a business relationship. They will all serve on the board of directors of an investment fund that will be established shortly. The fund's sole purpose will be to jointly manage the assets of the terton sogyal foundation as well as those of three other charities (based in germany, france, and the uk) that all have similar purposes. None of the directors will receive any compensation for their services. The fund will hire a professional investment manager with no relationship to any of the directors to manage the investments in a prudent manner.”

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by the president of the organization, who then sends it to the rest of the board members.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

EIN
27-1221733
Phone
9174340223

Signing Officer

Name
Pedro Beroy
Title
President
Phone
9174340223
Signed
2014-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pedro Beroy
Formed
2009
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Preparer
Robin Rokusoncpa
Phone
5163643390
Raw XML Appendix339 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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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHILIP PHILLIPPOU AND MICHELE PHAMTAN HAVE A BUSINESS RELATIONSHIP. THEY ARE BOTH EMPLOYEES OF THE CONGREGATION RIGPA LERAB LING, WHICH IS A RELIGIOUS ORGANIZATION THAT AIMS TO PRESENT THE BUDDHIST TRADITION OF TIBET IN A WAY THAT IS BOTH AUTHENTIC AND AS RELEVANT AS POSSIBLE TO THE LIVES AND NEEDS OF MODERN MEN AND WOMEN. MR. PHILLIPPOU IS THE SUPERIOR OF THE CONGREGATION AND MS. PHAMTAN IS THE INTERNATIONAL FINANCE DIRECTOR. PEDRO BEROY, PHILIP PHILLIPPOU, AND MICHELE PHAMTAN HAVE A BUSINESS RELATIONSHIP. THEY WILL ALL SERVE ON THE BOARD OF DIRECTORS OF AN INVESTMENT FUND THAT WILL BE ESTABLISHED SHORTLY. THE FUND'S SOLE PURPOSE WILL BE TO JOINTLY MANAGE THE ASSETS OF THE TERTON SOGYAL FOUNDATION AS WELL AS THOSE OF THREE OTHER CHARITIES (BASED IN GERMANY, FRANCE, AND THE UK) THAT ALL HAVE SIMILAR PURPOSES. NONE OF THE DIRECTORS WILL RECEIVE ANY COMPENSATION FOR THEIR SERVICES. THE FUND WILL HIRE A PROFESSIONAL INVESTMENT MANAGER WITH NO RELATIONSHIP TO ANY OF THE DIRECTORS TO MANAGE THE INVESTMENTS IN A PRUDENT MANNER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE PRESIDENT OF THE ORGANIZATION, WHO THEN SENDS IT TO THE REST OF THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DE
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt013471
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt013471
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0560122
IRS990/TotalAssetsEOYAmt0560221
IRS990/TotalAssetsGrp/BOYAmt0560122
IRS990/TotalAssetsGrp/EOYAmt0560221
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06780
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05426
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05426
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07500
IRS990/TotalLiabilitiesEOYAmt02900
IRS990/TotalLiabilitiesGrp/BOYAmt07500
IRS990/TotalLiabilitiesGrp/EOYAmt02900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0552622
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0557321
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011224
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01430
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019434
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0560122
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0560221
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0539151
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0543850
IRS990/USAddress/AddressLine1072 READE STREET - 6TH FLOOR
IRS990/USAddress/City0NEW YORK
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode0100071809
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0TERTON-SOGYAL-USA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PEDRO BEROY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09174340223
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10TERTON SOGYAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TERT
ReturnHeader/Filer/EIN0271221733
ReturnHeader/Filer/PhoneNum09174340223
ReturnHeader/Filer/USAddress/AddressLine1072 READE STREET - 6TH FLOOR
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0100071809
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133418879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GETTRY MARCUS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1088 FROEHLICH FARM BLVD 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011797
ReturnHeader/PreparerPersonGrp/PhoneNum05163643390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN ROKUSONCPA
ReturnHeader/ReturnTs02014-11-13T15:31:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$560,221
Liabilities
$2,900
Net assets
$557,321
Revenue
$19,434
Expenses
$5,426
Net income
$14,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.03$5.76$0.51$0.29$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.63$0.03$5.60$0.19$0.22$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.31$0.03$5.28$0.17$0.06$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.96$0.03$5.93$0.29$0.19$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$0.03$5.78$0.30$0.07$0.23
2019Detailed filing. Detailed filing data is available for this year.$5.55$0.03$5.53$0.41$0.94$0.53
2018Detailed filing. Detailed filing data is available for this year.$5.63$0.02$5.61$0.07$0.21$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.07$0.01$6.06$0.15$0.01$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.06$0.03$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.15$0.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.03$5.84$0.32$0.05$0.27
2013Detailed filing. Detailed filing data is available for this year.$5.60$0.03$5.57$0.19$0.05$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.08$5.53$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$0.02$5.14$1.05