Civic Intelligence

Terton Sogyal Foundation

990 • Fiscal year 2015 • EIN 27-1221733

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 01, 2016

Organization ProfileTERTON-SOGYAL-USA.ORG
72 Reade Street - 6th FloorNew York, NY 10007-1809

(917) 434-0223

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Net Margin

81st percentile

76%

Higher net margin than 81% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Asset Growth

36th percentile

-3.0%

Faster asset growth than 36% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-53%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$569,762

Down $17,327 (-3.0%) from 2014

Net Assets

Down

$569,762

Down $14,427 (-2.5%) from 2014

Liabilities

Down

$0

Down $2,900 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin81st percentile

Revenue

Down

$15,294

Down $16,982 (-53%) from 2014

Expenses

Down

$3,693

Down $1,557 (-30%) from 2014

Net Income

Down

$11,601

Down $15,425 (-57%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2015

Assets$569,762
Liabilities$0
Net Assets$569,762
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

2015

Revenue$15,294
Expenses$3,693
Net Income$11,601
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$211,841
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$439,815$413,486▼ $26,329
Savings and Temporary Cash Investments$129,144$142,355▲ $13,211
Cash and Non-Interest-Bearing Accounts$18,130$13,921▼ $4,209
Total Assets$587,089$569,762▼ $17,327
Liabilities
Accounts Payable and Accrued Expenses$2,900--
Total Liabilities$2,900$0▼ $2,900
Net Assets / Fund Balance
Unrestricted Net Assets$570,718$556,291▼ $14,427
Temporarily Rstr Net Assets$13,471$13,471→ $0
Total Net Assets Fund Balance$584,189$569,762▼ $14,427
Total Liabilities and Net Assets / Fund Balance$587,089$569,762▼ $17,327

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$73,128--
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$2,250
Program Service Revenue
$0
Investment Income
$13,044
Other Revenue
$0
All Other Contributions
$2,250
Change in Net Assets
$11,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,693
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-$125-$125
Total Functional Expenses$0$3,693$0$3,693
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 all serve on the board of directors of an investment fund. The fund's sole purpose is 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 receive any compensation for their services.”

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 B, Line 12C

“The board regularly meets to oversee the organization's ethics and compliance program which includes the conflict of interest policy.”

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

Filer Name
Terton Sogyal Foundation
EIN
27-1221733
Phone
9174340223
Address
72 READE STREET - 6TH FLOOR, NEW YORK, NY 10007-1809

Signing Officer

Name
Pedro Beroy
Title
President
Phone
9174340223
Signed
2016-11-01
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

Firm
Gettry Marcus CPA Pc
Address
88 FROEHLICH FARM BLVD 3RD FLOOR, WOODBURY, NY 11797
Preparer
Robin Rokusoncpa
Phone
5163643390
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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
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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 ALL SERVE ON THE BOARD OF DIRECTORS OF AN INVESTMENT FUND. THE FUND'S SOLE PURPOSE IS 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 RECEIVE ANY COMPENSATION FOR THEIR SERVICES.
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 BOARD REGULARLY MEETS TO OVERSEE THE ORGANIZATION'S ETHICS AND COMPLIANCE PROGRAM WHICH INCLUDES THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/TotalAssetsBOYAmt0587089
IRS990/TotalAssetsEOYAmt0569762
IRS990/TotalAssetsGrp/BOYAmt0587089
IRS990/TotalAssetsGrp/EOYAmt0569762
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03693
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03693
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02900
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02900
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0584189
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0569762
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017867
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-4823
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015294
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0587089
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0569762
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0570718
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0556291
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt072 READE STREET - 6TH FLOOR
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0100071809
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0TERTON-SOGYAL-USA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PEDRO BEROY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09174340223
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TERTON SOGYAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TERT
ReturnHeader/Filer/EIN0271221733
ReturnHeader/Filer/PhoneNum09174340223
ReturnHeader/Filer/USAddress/AddressLine1Txt072 READE STREET - 6TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100071809
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133418879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GETTRY MARCUS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt088 FROEHLICH FARM BLVD 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05163643390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN ROKUSONCPA
ReturnHeader/ReturnTs02016-11-07T15:11:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$569,762
Liabilities
$0
Net assets
$569,762
Revenue
$15,294
Expenses
$3,693
Net income
$11,601
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