Civic Intelligence

The Osborn Foundation

990 • Fiscal year 2022 • EIN 47-4600665

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileWWW.THEOSBORN.ORG
101 Theall RoadRye, NY 10580

(914) 925-8278

Siviq Scores

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

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

4th percentile

0.01x

Higher debt load relative to revenue than 4% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2022

Net Margin

98th percentile

71%

Higher net margin than 98% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

98th percentile

$676,718

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2022

Asset Growth

97th percentile

50%

Faster asset growth than 97% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

366%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$3,594,251

Up $1,193,707 (+50%) from 2021

Net Assets

Up

$3,573,040

Up $1,240,406 (+53%) from 2021

Liabilities

Down

$21,211

Down $46,699 (-69%) from 2021

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin98th percentile

Revenue

Up

$2,373,474

Up $1,864,606 (+366%) from 2021

Expenses

Up

$699,274

Up $245,364 (+54%) from 2021

Net Income

Up

$1,674,200

Up $1,619,242 (+2946%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $2,306,000Liabilities 2016: $132,394Net Assets 2016: $2,173,6062016Assets 2017: $2,340,350Liabilities 2017: $3,676Net Assets 2017: $2,336,6742017Assets 2018: $2,459,842Liabilities 2018: $253,707Net Assets 2018: $2,206,1352018Assets 2019: $2,289,213Liabilities 2019: $68,014Net Assets 2019: $2,221,1992019Assets 2020: $2,360,566Liabilities 2020: $118,285Net Assets 2020: $2,242,2812020Assets 2021: $2,400,544Liabilities 2021: $67,910Net Assets 2021: $2,332,6342021Assets 2022: $3,594,251Liabilities 2022: $21,211Net Assets 2022: $3,573,0402022Assets 2023: $3,608,799Liabilities 2023: $100,358Net Assets 2023: $3,508,4412023Assets 2024: $4,002,666Liabilities 2024: $4,274Net Assets 2024: $3,998,3922024

Highlighted filing

2022

Assets$3,594,251
Liabilities$21,211
Net Assets$3,573,040
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,297,558Expenses 2016: $123,952Net Income 2016: $2,173,6062016Revenue 2017: $410,805Expenses 2017: $244,176Net Income 2017: $166,6292017Revenue 2018: $494,894Expenses 2018: $409,934Net Income 2018: $84,9602018Revenue 2019: $528,097Expenses 2019: $673,390Net Income 2019: -$145,2932019Revenue 2020: $452,880Expenses 2020: $510,648Net Income 2020: -$57,7682020Revenue 2021: $508,868Expenses 2021: $453,910Net Income 2021: $54,9582021Revenue 2022: $2,373,474Expenses 2022: $699,274Net Income 2022: $1,674,2002022Revenue 2023: $1,553,003Expenses 2023: $1,745,175Net Income 2023: -$192,1722023Revenue 2024: $634,228Expenses 2024: $691,868Net Income 2024: -$57,6402024

Highlighted filing

2022

Revenue$2,373,474
Expenses$699,274
Net Income$1,674,200
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$3,187,189
Mission and Program Overview

Mission

The mission of the osborn foundation is to support the mission of the osborn by providing philanthropic support for key strategic initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$103,090$252,904▲ $149,814
Investments in Publicly Traded Securities$524,995$146,426▼ $378,569
Accounts Receivable$12,056$6,612▼ $5,444
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,400,544$3,594,251▲ $1,193,707
Other Assets Total$1,760,403$3,188,309▲ $1,427,906
Liabilities
Other Liabilities$60,742$20,886▼ $39,856
Accounts Payable and Accrued Expenses$7,168$325▼ $6,843
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$67,910$21,211▼ $46,699
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,072,349$3,528,925▲ $1,456,576
Net Assets Without Donor Restrictions$260,285$44,115▼ $216,170
Total Net Assets Fund Balance$2,332,634$3,573,040▲ $1,240,406
Total Liabilities and Net Assets / Fund Balance$2,400,544$3,594,251▲ $1,193,707

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,188,309--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleBaseOtherTotal
Matthew AndersonPresident/CEO$3,799$1,926$5,725
Robert S DavisCFO and Treasurer$2,862$1,379$4,241
Richard SgaglioVP Marketing and Fundraising$1,667$335$2,002

Board Members and Trustees

NameTitle
Susan MillerChair
Brooks G WrightTrustee
Lucien D Burnett IiiTrustee
Nathan W PearsonTrustee
Roderic L RolettTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,367,081
Program Service Revenue
$0
Investment Income
$6,393
Other Revenue
$0
All Other Contributions
$2,367,081
Change in Net Assets
$1,674,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,372,925
Revenue Not Reported on Financial Statements
$549
Revenue Not Reported on Form 990
$-433,794
Total Revenue per Audited Statements
$1,939,131
Total Revenue per Form 990
$2,373,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$311,300
Total Fundraising Expense$296,655
Salaries, Compensation, and Employee Benefits$249,664
Other Expenses$138,310
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$257,900--$257,900
Other Salaries and Wages--$171,842$171,842
Grants to Domestic Individuals$53,400--$53,400
Fees for Services Management-$52,571-$52,571
Other Employee Benefits--$46,755$46,755
Office Expenses--$44,173$44,173
Payroll Taxes--$19,099$19,099
Current Officers, Directors, Trustees, and Key Employees--$11,968$11,968
Other Expenses$6,961$285$2,818$10,064
Fees for Service Investment Mgmnt Fees-$549-$549
Total Functional Expenses$349,214$53,405$296,655$699,274

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$699,274
Expenses per Audited Statements$698,725
Total Expenses per Audited Statements$698,725
Expenses Not Reported on Financial Statements$549
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Miriam Osborn Memorial Home AssociationRye, NY501(c)(3)Exp. Reimbursement$200,000
Care USAMerrifield, VA501(c)(3)Ukraine Charity Fund$25,821
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Miriam Osborn Memorial$20,460
Due to Sterling Home Care$426
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Miriam osborn memorial home association manages the osborn foundation day to day operation and charges management fee.”

Form 990, Part VI, Section A, Line 6

“Not-for-profit related organizations”

Form 990, Part VI, Section A, Line 7A

“The board members of the foundation are appointed by the osborn network, inc.”

Form 990, Part VI, Section A, Line 7B

“The sole member must approve any changes to the by-laws and appoints trustees to the board of trustees.”

Form 990, Part VI, Section B, Line 11B

“The 990 was reviewed by the cfo, the controller, the director of financial reporting and internal audit, and the board of trustees prior to being submitted to the irs. Any issues with the 990 are presented to the cfo. The audit committee must approve any changes.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and key employees follow the conflict of interest policy set forth by miriam osborn memorial home association. If any conflict of interest exists, it must be disclosed to the board prior to important decision votes taken. If the audit committee determines that a conflict of interest does exist, the individual associated with the conflict is prohibited from participating in the deliberations and decisions relating to that conflict.”

Form 990, Part VI, Section B, Line 15A

“Consultants are contacted annually for advice on how much to move the rates. This is done by a related organization and last took place in january 2022.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Osborn Foundation
EIN
47-4600665
In Care Of
% ROBERT S DAVIS
Phone
9149258278
Address
101 THEALL ROAD, RYE, NY 10580

Signing Officer

Name
Robert S Davis
Title
CFO and Treasurer
Phone
9149258278
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert S Davis
Formed
2015
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
15

Preparer

Firm
Forvis Llp
Address
1155 Avenue of the Americas 1200, New York, NY 10036
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9, Other Changes in Net Assets

“Change in and contributions of beneficial interest in remainder trust: $(434,348)”

Financial Statement Notes

Schedule D, Part X, Line 2

“Asc 740 footnote management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Part XI, Line 2D

“Change in and contributions of beneficial interest in remainder trust: $(434,348)”

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IRS990/MissionDesc0THE OSBORN FOUNDATION RAISES FUNDS TO SUPPORT THE OSBORN'S CHARITY CARE PROGRAM, PROGRAMS FOR OSBORN RESIDENTS, CAMPUS BEAUTIFICATION PROJECTS, EMPLOYEE ACADEMIC ACHIEVEMENT AWARDS AND EMPLOYEE ENRICHMENT PROGRAMS, AS WELL AS MEMORIAL GIFTS. FUNDS WERE RAISED VIA MAJOR GIFT SOLICITATIONS, A CHARITABLE REMAINDER UNIT TRUST, AN ANNUAL FUNDRAISING EVENT, ANNUAL APPEAL, GRATEFUL PATIENT APPEAL, AND DONOR REPORT.
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0200000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MIRIAM OSBORN MEMORIAL HOME ASSOCIATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1STERLING HOME CARE INC
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN REMAINDER TRUST
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MIRIAM OSBORN MEMORIAL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO STERLING HOME CARE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN AND CONTRIBUTIONS OF BENEFICIAL INTEREST IN REMAINDER TRUST: $(434,348)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Foundation Scholarship Achievement
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IRS990ScheduleI/RecipientTable/CashGrantAmt125821
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Exp. Reimbursement
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UKRAINE CHARITY FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Miriam Osborn Memorial Home Association
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CARE USA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,594,251
Liabilities
$21,211
Net assets
$3,573,040
Revenue
$2,373,474
Expenses
$699,274
Net income
$1,674,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.00$4.00$0.63$0.69$0.06
2023Summary only. Only limited summary data is available for this year.$3.61$0.10$3.51$1.55$1.75$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.59$0.02$3.57$2.37$0.70$1.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.07$2.33$0.51$0.45$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.12$2.24$0.45$0.51$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.07$2.22$0.53$0.67$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.25$2.21$0.49$0.41$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.41$0.24$0.17
2016Summary only. Only limited summary data is available for this year.$2.31$0.13$2.17$2.30$0.12$2.17
Peer Organizations

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