Civic Intelligence

The Dan Sullivan Foundation Trust

EIN 45-6714791 • 501(c)3 • Piermont, NY

Profile

The trust is created exclusively for charitable, scientific, religious, literacy or educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code.

47 Gair StPiermont, NY 10968

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

15th percentile

-42%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-37%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

201%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$51,138

Down $29,681 (-37%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$51,138

Down $29,681 (-37%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Up

$70,403

Up $47,024 (+201%) from 2023

Expenses

Up

$100,031

Up $88,252 (+749%) from 2023

Net Income

Down

-$29,628

Down $41,228 (-355%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$150K$100K$50K$0Assets 2012: $56,994Liabilities 2012: $02012Assets 2013: $73,785Net Assets 2013: $73,7852013Assets 2014: $82,857Net Assets 2014: $82,8572014Assets 2015: $87,576Net Assets 2015: $87,5762015Assets 2016: $83,205Net Assets 2016: $83,2052016Assets 2017: $86,591Net Assets 2017: $86,5912017Assets 2018: $120,179Net Assets 2018: $120,1792018Assets 2019: $85,016Net Assets 2019: $85,0162019Assets 2020: $81,197Net Assets 2020: $81,1972020Assets 2021: $81,295Net Assets 2021: $81,2952021Assets 2022: $65,680Net Assets 2022: $65,6802022Assets 2023: $80,819Net Assets 2023: $80,8192023Assets 2024: $51,138Net Assets 2024: $51,1382024

Highlighted filing

2024

Assets$51,138
Liabilities-
Net Assets$51,138
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $68,769Expenses 2012: $11,775Net Income 2012: $56,9942012Revenue 2013: $34,245Expenses 2013: $17,454Net Income 2013: $16,7912013Revenue 2014: $41,807Expenses 2014: $32,735Net Income 2014: $9,0722014Revenue 2015: $52,389Expenses 2015: $47,670Net Income 2015: $4,7192015Revenue 2016: $48,863Expenses 2016: $53,234Net Income 2016: -$4,3712016Revenue 2017: $33,670Expenses 2017: $30,284Net Income 2017: $3,3862017Revenue 2018: $107,347Expenses 2018: $73,759Net Income 2018: $33,5882018Revenue 2019: $1,962Expenses 2019: $40,752Net Income 2019: -$38,7902019Revenue 2020: $1,836Expenses 2020: $8,282Net Income 2020: -$6,4462020Revenue 2021: $17,440Expenses 2021: $18,858Net Income 2021: -$1,4182021Revenue 2022: $2,495Expenses 2022: $10,943Net Income 2022: -$8,4482022Revenue 2023: $23,379Expenses 2023: $11,779Net Income 2023: $11,6002023Revenue 2024: $70,403Expenses 2024: $100,031Net Income 2024: -$29,6282024

Highlighted filing

2024

Revenue$70,403
Expenses$100,031
Net Income-$29,628
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,138
Liabilities
-
Net assets
$51,138
Revenue
$70,403
Expenses
$100,031
Net income
-$29,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.70$1.00$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.23$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.02$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.17$0.19$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.02$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.02$0.41$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.07$0.74$0.34
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.34$0.30$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.49$0.53$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.52$0.48$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.42$0.33$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.34$0.17$0.17
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.69$0.12$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$70,403
Mission and Program Overview

Mission

The trust is created exclusively for charitable, scientific, religious, literacy or educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code.

Program Services

DescriptionGrantsExpenses
THE TRUST IS CREATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, RELIGIOUS, LITERACY OR EDUCATIONAL PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SULLIVANTrustee-$0--
DONNA SULLIVANTrustee-$0--
DANIEL SULLIVANTrustee-$0--
MAUREEN SULLIVANTrustee-$0--
ALANA SULLIVANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Dan Sullivan Foundation Trust
EIN
45-6714791
Phone
8455482040
Address
47 GAIR ST, PIERMONT, NY 10968

Signing Officer

Name
James Sullivan
Title
Trustee
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
WestRock Tax & Consulting
Address
100 Dutch Hill Rd Ste 210, Orangeburg, NY 10962
Preparer
Stephen R Russo CPA
Phone
8456248071
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $250”

Other Expenses.1002

“Office Expenses $45”

Other Expenses.1

“DONATIONS $81900”

Other Expenses.2

“Fundraising expenses. $13500”

Other Expenses.3

“Scholarships awarded $3300”

Other Expenses.4

“BANK FEES. $25”

Raw XML Appendix155 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08456248071
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt047 GAIR ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PIERMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010968
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080819
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051138
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066456
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29628
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01011
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080819
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051138
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt070403
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03947
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080819
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051138
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080819
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051138
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAUREEN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALANA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-53
IRS990EZ/OtherExpensesTotalAmt099020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST IS CREATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, RELIGIOUS, LITERACY OR EDUCATIONAL PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST IS CREATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, RELIGIOUS, LITERACY OR EDUCATIONAL PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0100031
IRS990EZ/TotalRevenueAmt070403
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066456
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0106656
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0106656
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066456
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0106656
IRS990ScheduleA/TotalSupportAmt0106656
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATIONS $81900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES. $13500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS AWARDED $3300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES. $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAN SULLIVAN FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANS
ReturnHeader/Filer/EIN0456714791
ReturnHeader/Filer/PhoneNum08455482040
ReturnHeader/Filer/USAddress/AddressLine1Txt047 GAIR ST
ReturnHeader/Filer/USAddress/CityNm0PIERMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010968
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874657192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WestRock Tax & Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Dutch Hill Rd Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orangeburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010962
ReturnHeader/PreparerPersonGrp/PhoneNum08456248071
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN R RUSSO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-13T07:07:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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