Civic Intelligence

Susan P Gullia Charitable Trust

EIN 32-6676729 • New York, NY

551 Fifth Avenue Suite 2402New York, NY 10176
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

90th percentile

38%

Faster asset growth than 90% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,781,731

Up $2,410,668 (+38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,781,731

Up $2,410,668 (+38%) from 2023

Revenue

Down

$3,602,636

Down $2,768,427 (-43%) from 2023

Expenses

Up

$584,913

Up $584,913 from 2023

Net Income

Down

$3,017,723

Down $3,353,340 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2023: $6,371,063Liabilities 2023: $0Net Assets 2023: $6,371,0632023Assets 2024: $8,781,731Liabilities 2024: $0Net Assets 2024: $8,781,7312024

Highlighted filing

2024

Assets$8,781,731
Liabilities$0
Net Assets$8,781,731

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2023: $6,371,063Expenses 2023: $0Net Income 2023: $6,371,0632023Revenue 2024: $3,602,636Expenses 2024: $584,913Net Income 2024: $3,017,7232024

Highlighted filing

2024

Revenue$3,602,636
Expenses$584,913
Net Income$3,017,723

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ERWINTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHALYCON FOUNDATION HALYCON FOUNDATIONDONATIONPAIDNEW YORK, NY, US$67,200
Paid GrantPECONIC LAND TRUST PECONIC LAND TRUSTDONATIONPAIDSOUTH AMPTON, NY, US$28,800
Paid GrantTWO MAUDS TWO MAUDSDONATIONPAIDNEW YORK, NY, US$24,000
Paid GrantNEW YORK PHILHARMONIC NEW YORK PHILHARMONICDONATIONPAIDNEW YORK, NY, US$24,000
Paid GrantWNET WNETDONATIONPAIDNEW YORK, NY, US$24,000
Paid GrantANIMAL RESCUE FUND OF HAMPTONS ANIMAL RESCUE FUND OF HAMPTONSDONATIONPAIDWAINSCOTT, NY, US$19,200
Paid GrantLENOX HILL HOSPITAL LENOX HILL HOSPITALDONATIONPAIDNEW HYDE PARK, NY, US$19,200
Paid GrantNY PRESBYTERIAN COLUMBIA IRVING MED NY PRESBYTERIAN COLUMBIA IRVING MEDDONATIONPAIDNEW YORK, NY, US$19,200
Paid GrantMEMORIAL SLOAN KETTERING MEMORIAL SLOAN KETTERINGDONATIONPAIDNEW YORK, NY, US$19,200
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITA ST JUDE CHILDREN'S HOSPITALDONATIONPAIDMEMPHIS, TN, US$14,400
Paid GrantBAY STREET THEATRE BAY STREET THEATERDONATIONPAIDSAG HARBOR, NY, US$14,400
Paid GrantROBIN HOOD FOUNDATION ROBIN HOOD FOUNDATIONDONATIONPAIDNEW YORK, NY, US$14,400
Paid GrantPLANNED PARENTHOOD FEDERATION PLANNED PARENTHOOD FEDERATIONDONATIONPAIDNEW YORK, NY, US$14,400
Paid GrantWQXR WQXRDONATIONPAIDNEW YORK, NY, US$14,400
Paid GrantAMERI PREVENT OFCRUELTY TO ANIMAL AMERI PREVENT OF CRUELTY TO ANIMALDONATIONPAIDNEW YORK, NY, US$14,400
Paid GrantGOUCHER COLLEGE GOUCHER COLLEGEDONATIONPAIDBALTIMORE, MD, US$9,600
Paid GrantCARNEGIE HALL CARNEGIE HALLDONATIONPAIDNEW YORK, NY, US$9,600
Paid GrantAMERICAN BALLET THEATRE AMERICAN BALLET THEATREDONATIONPAIDNEW YORK, NY, US$9,600
Paid GrantAMAGANSETT VILLAGE IMPROVEMENT SOCI AMAGGANSETT VILLAGE IMPROVEMENT SOCIDONATIIONPAIDAMAGANSETT, NY, US$9,600
Paid GrantBRIDGEHAMPTON CHILD CARE BRIDGEHAMPTON CHILD CAREDONATIONPAIDBRIDGEHAMPTON, NY, US$9,600
Paid GrantBRIDGEHAMPTON CHAMBER MUSIC FEST BRIDGEHAMPTON CHAMBER MUSIC FESTDONATIONPAIDNEW YORK, NY, US$9,600
Paid GrantSCHWARZMAN ANIMAL CENTER SCHWARZMAN ANIMAL CENTERDONATIONPAIDNEW YORK, NY, US$9,600
Paid GrantBEST FRIENDS ANIMAL SOCIETY BEST FRIENDS ANIMAL SOCIETYDONATIONPAIDKANAB, UT, US$9,600
Paid GrantBYRD HOFFMAN WATER MILL FOUNDATION BYRD HOFFMAN WATER MILL FOUNDATIONDONATIONPAIDWATER MILL, NY, US$9,600
Paid GrantMADOO CONSERVANCY MADOO CONSERVANCYDONATIONPAIDSAGAPONACK, NY, US$9,600
Paid GrantCULTURAL LANSCAPE FOUNDATION CULTURAL LANDSCAPE FOUNDATIONDONATIONPAIDWASHINGTON, DC, US$9,600
Paid GrantAMAGANSETT FIRE DEPT AMAGANSETT FIRE DEPTDONATIONPAIDAMAGANSETT, NY, US$4,800
Paid GrantSNOW LEOPARD TRUST SNOW LEOPARD TRUSTDONATIONPAIDSEATTLE, WA, US$4,800
Paid GrantNATIONAL WILDLIFE FEDERATION NATIONAL WILDLIFE FEDERATONDONATIONPAIDRESTON, VA, US$4,800
Paid GrantENVIRONMENTAL DEFENSE FUND ENVIRONMENTAL DEFENSE FUNDDONATIONPAIDNEW YORK, NY, US$4,800
Paid GrantWORLD WILDLIFE FUND WORLD WILDLIFE FUNDDONATIONPAIDWASHINGTON, DC, US$4,800
Paid GrantMETROPOLITAN OPERA METROPOLITAN OPERADONATIONPAIDNEW YORK, NY, US$4,800
Paid GrantLADIES VILL IMPROV SOC EAST HAMP LADIES VILL IMPRO SOC EAST HAMPDONATIONPAIDEAST HAMPTON, NY, US$4,800
Paid GrantNATIONAL AUDUBON SOCIETY NATIONAL AUDUBON SOCIETYDONATIONPAIDNEW YORK, NY, US$4,800
Paid GrantNATURE CONSERVANCY NATURE CONSERVANCYDONATIONPAIDARLINGTON, VA, US$4,800
Filing and Contact Details

Filer

Filer Name
Susan P Gullia Charitable Trust
EIN
32-6676729
Phone
2126823366
Address
551 FIFTH AVENUE SUITE 2402, NEW YORK, NY 10176

Signing Officer

Name
John Erwin
Title
Trustee
Phone
2126823366
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
R WERTHEIM & CO CPA'S
Address
6800 JERICHO TURNPIKE SUITE 214E, SYOSSET, NY 11791-4401
Preparer
Basir Tabibzada
Phone
5168025605
Raw XML AppendixShowing 400 of 607 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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