Civic Intelligence

The Dan Sullivan Foundation Trust

990EZ • Fiscal year 2018 • EIN 45-6714791

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

Organization ProfileN/A
12 Lombardi RoadPearl River, NY 10965

(845) 624-8071

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

219%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$120,179

Up $33,588 (+39%) from 2017

Net Assets

Up

$120,179

Up $33,588 (+39%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$107,347

Up $73,677 (+219%) from 2017

Expenses

Up

$73,759

Up $43,475 (+144%) from 2017

Net Income

Up

$33,588

Up $30,202 (+892%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$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

2018

Assets$120,179
Liabilities-
Net Assets$120,179
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$107,347
Expenses$73,759
Net Income$33,588
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$107,347
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.$51,581-
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

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

Filer

Filer Name
The Dan Sullivan Foundation Trust
EIN
45-6714791
Phone
8456248071
Address
12 LOMBARDI ROAD, PEARL RIVER, NY 10965

Signing Officer

Name
James Sullivan
Title
Trustee
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Rrc Cpas Pc
Address
100 DUTCH HILL RD SUITE 210, ORANGEBURG, NY 10962
Preparer
Stephen R Russo CPA
Phone
8456248071
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $913”

Other Expenses.1

“DONATIONS $47257”

Other Expenses.2

“Fundraising expense $20990”

Other Expenses.3

“Scholarships awarded $4500”

Other Expenses.4

“Filing Fees $75”

Other Expenses.5

“Bank charges/cc processing fee $24”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES SULLIVAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08456248071
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012 LOMBARDI ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEARL RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010965
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086591
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120179
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0107347
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033588
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086591
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120179
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0107347
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086591
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120179
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086591
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EUGENE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAUREEN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALANA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073759
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051581
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073759
IRS990EZ/TotalProgramServiceExpensesAmt051581
IRS990EZ/TotalRevenueAmt0107347
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0107347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0284076
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0284076
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048863
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041807
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0284076
IRS990ScheduleA/TotalSupportAmt0284076
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS $47257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE $20990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS AWARDED $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing Fees $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES/CC PROCESSING FEE $24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAN SULLIVAN FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANS
ReturnHeader/Filer/EIN0456714791
ReturnHeader/Filer/PhoneNum08456248071
ReturnHeader/Filer/USAddress/AddressLine1Txt012 LOMBARDI ROAD
ReturnHeader/Filer/USAddress/CityNm0PEARL RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010965
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263748765
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RRC CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 DUTCH HILL RD SUITE 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/ReturnTs02019-11-04T06:35:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$120,179
Liabilities
-
Net assets
$120,179
Revenue
$107,347
Expenses
$73,759
Net income
$33,588
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