Civic Intelligence

The Osprey Foundation

990PF • Fiscal year 2019 • EIN 36-4196989

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-713%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-52%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$107,723

Up $3,320 (+3.2%) from 2018

Net Assets

Up

$107,723

Up $3,320 (+3.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$1,649

Down $1,761 (-52%) from 2018

Expenses

Down

$13,403

Down $8,993 (-40%) from 2018

Net Income

Up

-$11,754

Up $7,232 (+38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$107,723
Liabilities$0
Net Assets$107,723
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$1,649
Expenses$13,403
Net Income-$11,754
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.1
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
2020-06-30
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 Appendix338 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/RecipientBusinessName/BusinessNameLine1Txt2ISLAND DOLPHIN CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0420 ONEIDA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 494
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2150 LORELANE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINOCQUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINOCQUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KEY LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012040
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05208
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063117
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021500
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012040
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06832
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063117
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056285
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015074
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS ON SECURITIES
TaxesSchedule/TaxesDetail/Amt0115
TaxesSchedule/TaxesDetail/Amt134
TaxesSchedule/TaxesDetail/CategoryTxt0STATE ANNUAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ANNUAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIRGINIA SWARTOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08472348227
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
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/AtSubmissionCreationDeviceId067C162E9C181EB46ED91990EDDC01550512DE0A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067C162E9C181EB46ED91990EDDC01550512DE0A2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.244.9.50
ReturnHeader/FilingSecurityInformation/IPDt02020-06-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:03:19
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/ReturnTs02020-07-08T13:55:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,723
Liabilities
$0
Net assets
$107,723
Revenue
$1,649
Expenses
$13,403
Net income
-$11,754
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