Civic Intelligence

The Turtle Pond Foundation

990PF • Fiscal year 2021 • EIN 35-7173091

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

Organization Profile
C/O The Ayco Company PO Box 15201Albany, NY 12212-5201

(518) 886-4000

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.00x

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

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Net Margin

91st percentile

91%

Higher net margin than 91% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Asset Growth

93rd percentile

110%

Faster asset growth than 93% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

61%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$9,879,032

Up $5,177,628 (+110%) from 2020

Net Assets

Up

$9,879,032

Up $5,177,628 (+110%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin91st percentile

Revenue

Up

$9,322,661

Up $3,546,537 (+61%) from 2020

Expenses

Down

$855,720

Down $44,886 (-5.0%) from 2020

Net Income

Up

$8,466,941

Up $3,591,423 (+74%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$20M$15M$10M$5.0M$0Assets 2019: $3,256,394Liabilities 2019: $0Net Assets 2019: $3,256,3942019Assets 2020: $4,701,404Liabilities 2020: $0Net Assets 2020: $4,701,4042020Assets 2021: $9,879,032Liabilities 2021: $0Net Assets 2021: $9,879,0322021Assets 2022: $9,383,445Liabilities 2022: $0Net Assets 2022: $9,383,4452022Assets 2023: $8,149,859Liabilities 2023: $0Net Assets 2023: $8,149,8592023Assets 2024: $17,410,837Liabilities 2024: $0Net Assets 2024: $17,410,8372024

Highlighted filing

2021

Assets$9,879,032
Liabilities$0
Net Assets$9,879,032
Open 2021 Filing

Operations Trend

Revenue Growth57th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $1,370,984Expenses 2019: $913,100Net Income 2019: $457,8842019Revenue 2020: $5,776,124Expenses 2020: $900,606Net Income 2020: $4,875,5182020Revenue 2021: $9,322,661Expenses 2021: $855,720Net Income 2021: $8,466,9412021Revenue 2022: $607,040Expenses 2022: $1,102,627Net Income 2022: -$495,5872022Revenue 2023: -$110,478Expenses 2023: $1,127,608Net Income 2023: -$1,238,0862023Revenue 2024: $10,542,809Expenses 2024: $1,281,831Net Income 2024: $9,260,9782024

Highlighted filing

2021

Revenue$9,322,661
Expenses$855,720
Net Income$8,466,941
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS P LYNCH JRTrustee-$0--
MARSHALL T LYNCHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Turtle Pond Foundation
EIN
35-7173091
In Care Of
% THE AYCO COMPANY - NTG
Phone
5188864000
Address
C/O The Ayco Company PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
Dennis Lynch
Title
Officer
Phone
5188864285
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15201, Albany, NY 12212-5201
Preparer
Derek Paddock
Phone
5188864000
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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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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DENNIS P LYNCH JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARSHALL LYNCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0839500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE - 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O THE AYCO COMPANY PO BOX 15201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0122125201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0839500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0563392
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0563392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0592809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0696093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0240962
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01805972
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0276108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0592809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0696093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0240962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0839500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0276108
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01805972
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01529864
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARSHALL LYNCH DENNIS LYNCH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O THE AYCO COMPANY PO BOX 15201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALBANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0122125201
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04849229
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03312177
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11537052
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc015,579.24 SHARES OFMSIF ADVANTAGE PTF I 21,707.62 SHARES OF MSIF GLOBAL INSIGHT 6,727.12 SHARES OF M
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc114,978.84 SHARES OF MSIF INCEPTION I 3,284.56 SHARES OF GRWOTH I 2,660 SHARES OF MSIF INTL OPP PTF I
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-11-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-11-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0497
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0497
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03289313
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt0210
TaxesSchedule/TaxesDetail/Amt116000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0210
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dennis Lynch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864285
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Turtle Pond Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TUR
ReturnHeader/Filer/EIN0357173091
ReturnHeader/Filer/InCareOfNm0% THE AYCO COMPANY - NTG
ReturnHeader/Filer/PhoneNum05188864000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O The Ayco Company PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05188864000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Derek Paddock
ReturnHeader/ReturnTs02022-05-09T10:30:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dennis
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lynch
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,879,032
Liabilities
$0
Net assets
$9,879,032
Revenue
$9,322,661
Expenses
$855,720
Net income
$8,466,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$10.5$1.28$9.26
2023Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.11$1.13$1.24
2022Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.61$1.10$0.50
2021Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$9.32$0.86$8.47
2020Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$5.78$0.90$4.88
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$1.37$0.91$0.46