Civic Intelligence

The Dan Sullivan Foundation Trust

990EZ • Fiscal year 2019 • EIN 45-6714791

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

1st percentile

-1977%

Higher net margin than 1% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Source year 2019

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.

2019 filings • NTEE T30 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-29%

Faster asset growth than 17% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$85,016

Down $35,163 (-29%) from 2018

Net Assets

Down

$85,016

Down $35,163 (-29%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$1,962

Down $105,385 (-98%) from 2018

Expenses

Down

$40,752

Down $33,007 (-45%) from 2018

Net Income

Down

-$38,790

Down $72,378 (-215%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$85,016
Liabilities-
Net Assets$85,016
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$1,962
Expenses$40,752
Net Income-$38,790
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$1,962
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.$40,423-
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
2020-11-16
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.1

“DONATIONS $36215”

Other Expenses.2

“Scholarships awarded $4200”

Other Expenses.3

“Filing Fees $75”

Other Expenses.4

“Bank charges/cc processing fee $8”

Raw XML Appendix149 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEARL RIVER
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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/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03627
IRS990EZ/OtherExpensesTotalAmt040498
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/GrantsAndAllocationsAmt040423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0107347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0243119
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0243119
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0850
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IRS990ScheduleA/TotalSupportAmt0243119
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS $36215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS AWARDED $4200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Filing Fees $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES/CC PROCESSING FEE $8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/ReturnTs02020-11-16T06:15:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$85,016
Liabilities
-
Net assets
$85,016
Revenue
$1,962
Expenses
$40,752
Net income
-$38,790
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits