Civic Intelligence

The Osprey Foundation

990PF • Fiscal year 2018 • EIN 36-4196989

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 22, 2019

Organization Profile
75802 Overseas HighwayIslamorada, FL 33036

(847) 234-8227

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-557%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-9.3%

Faster asset growth than 29% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$104,403

Down $10,726 (-9.3%) from 2017

Net Assets

Down

$104,403

Down $10,726 (-9.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$3,410

Down $8,801 (-72%) from 2017

Expenses

Up

$22,396

Up $6,541 (+41%) from 2017

Net Income

Down

-$18,986

Down $15,342 (-421%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$200K$150K$100K$50K$0Assets 2015: $198,784Liabilities 2015: $1Net Assets 2015: $198,7832015Assets 2016: $149,548Liabilities 2016: $0Net Assets 2016: $149,5482016Assets 2017: $115,129Liabilities 2017: $0Net Assets 2017: $115,1292017Assets 2018: $104,403Liabilities 2018: $0Net Assets 2018: $104,4032018Assets 2019: $107,723Liabilities 2019: $0Net Assets 2019: $107,7232019Assets 2020: $94,963Liabilities 2020: $0Net Assets 2020: $94,9632020

Highlighted filing

2018

Assets$104,403
Liabilities$0
Net Assets$104,403
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2015: $26,040Expenses 2015: $23,664Net Income 2015: $2,3762015Revenue 2016: -$636Expenses 2016: $22,547Net Income 2016: -$23,1832016Revenue 2017: $12,211Expenses 2017: $15,855Net Income 2017: -$3,6442017Revenue 2018: $3,410Expenses 2018: $22,396Net Income 2018: -$18,9862018Revenue 2019: $1,649Expenses 2019: $13,403Net Income 2019: -$11,7542019Revenue 2020: $21,929Expenses 2020: $104,760Net Income 2020: -$82,8312020

Highlighted filing

2018

Revenue$3,410
Expenses$22,396
Net Income-$18,986
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIRGINIA SWARTOUTTrusteePT$0--
ROBERT SWARTOUTTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Osprey Foundation
EIN
36-4196989
Phone
8472348227
Address
75802 OVERSEAS HIGHWAY, ISLAMORADA, FL 33036

Signing Officer

Name
Virginia Swartout
Title
Officer
Phone
8472348227
Signed
2019-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Kirkby Phelan & Associates CPA LLC
Address
170 S BLOOMINGDALE RD SUITE 100, BLOOMINGDALE, IL 60108
Preparer
Mary Beth Moran
Phone
6303395600
Raw XML Appendix375 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITACHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MINOCQUA KAWAGUESAGA LAKES PROTECTION ASSN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COMMUNITY CHURCH OF LAKE FOREST LAKE BLUFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5NORTHWOODS WILDLIFE CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1420 ONEIDA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 494
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4117 E SCRANTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt58683 S BLUMENSTEIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINOCQUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINOCQUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MINOCQUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MINOCQUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAKE BLUFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MINOCQUA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06083
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056285
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021500
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013540
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07457
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048828
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07097
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08260
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS ON SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1126
TaxesSchedule/TaxesDetail/CategoryTxt0STATE ANNUAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ANNUAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIRGINIA SWARTOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08472348227
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OSPREY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OSPR
ReturnHeader/Filer/EIN0364196989
ReturnHeader/Filer/PhoneNum08472348227
ReturnHeader/Filer/USAddress/AddressLine1Txt075802 OVERSEAS HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0ISLAMORADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C58BF393CF257BEE5B0A191D1B634A787B010311
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0396C9A1B02E7EA5574755FE4E22A32F6D3228631
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.244.9.50
ReturnHeader/FilingSecurityInformation/IPDt02019-07-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:47:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364479026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIRKBY PHELAN & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 S BLOOMINGDALE RD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060108
ReturnHeader/PreparerPersonGrp/PhoneNum06303395600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY BETH MORAN
ReturnHeader/ReturnTs02019-07-22T10:48:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,403
Liabilities
$0
Net assets
$104,403
Revenue
$3,410
Expenses
$22,396
Net income
-$18,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.22$1.05$0.83
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.13$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.22$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.16$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.01$0.23$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.26$0.24$0.02