Civic Intelligence

Sue J Gross Foundation

990PF • Fiscal year 2019 • EIN 82-0827806

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 03, 2020

Organization Profile
c/o Ayco Company LP - PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

7th percentile

-50%

Higher net margin than 7% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

$101,368,205

No earlier filing loaded for comparison.

Net Assets

$101,368,205

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin7th percentile

Revenue

$2,426,683

No earlier filing loaded for comparison.

Expenses

$3,650,474

No earlier filing loaded for comparison.

Net Income

-$1,223,791

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2019: $101,368,205Liabilities 2019: $0Net Assets 2019: $101,368,2052019Assets 2020: $100,401,923Liabilities 2020: $0Net Assets 2020: $100,401,9232020Assets 2021: $101,712,711Liabilities 2021: $0Net Assets 2021: $101,712,7112021Assets 2022: $97,796,802Liabilities 2022: $0Net Assets 2022: $97,796,8022022Assets 2023: $97,391,468Liabilities 2023: $0Net Assets 2023: $97,391,4682023Assets 2024: $99,283,352Liabilities 2024: $0Net Assets 2024: $99,283,3522024

Highlighted filing

2019

Assets$101,368,205
Liabilities$0
Net Assets$101,368,205
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2019: $2,426,683Expenses 2019: $3,650,474Net Income 2019: -$1,223,7912019Revenue 2020: $4,129,663Expenses 2020: $5,095,945Net Income 2020: -$966,2822020Revenue 2021: $7,163,545Expenses 2021: $5,852,757Net Income 2021: $1,310,7882021Revenue 2022: $2,645,787Expenses 2022: $6,561,696Net Income 2022: -$3,915,9092022Revenue 2023: $5,286,534Expenses 2023: $5,691,868Net Income 2023: -$405,3342023Revenue 2024: $7,770,954Expenses 2024: $5,879,070Net Income 2024: $1,891,8842024

Highlighted filing

2019

Revenue$2,426,683
Expenses$3,650,474
Net Income-$1,223,791
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE J GROSSTrustee-As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Sue J Gross Foundation
EIN
82-0827806
In Care Of
% AYCO CO LP-NATIONAL TAX GRO
Phone
5186405000
Address
c/o Ayco Company LP - PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
Sue J Gross
Title
Trustee
Phone
5186405000
Signed
2020-06-03
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15014, ALBANY, NY 12212-5014
Preparer
Matthew Antonio
Phone
5186405000
Raw XML Appendix340 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COHOES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012047
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AYCO CO LP-NATIONAL TAX GROUP
IRS990PF/StatementsRegardingActyGrp/PhoneNum05186405000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUE J GROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03085000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O AYCO COMPANY LP - PO BOX 15201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0122125201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03085000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0666975
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02418025
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05207071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03085000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04540096
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02418025
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0104
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ATTORNEY GENERAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA FTB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOND AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt211636
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211636
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1294352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1294352
TaxesSchedule/TaxesDetail/Amt0125000
TaxesSchedule/TaxesDetail/Amt156277
TaxesSchedule/TaxesDetail/Amt218770
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2RECLAIMABLE FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056277
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE J GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sue J Gross Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SUEJ
ReturnHeader/Filer/EIN0820827806
ReturnHeader/Filer/InCareOfNm0% AYCO CO LP-NATIONAL TAX GRO
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Ayco Company LP - PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01BA014B8E8E9A907B4BA423AE79CC660C6ABFF0D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01BA014B8E8E9A907B4BA423AE79CC660C6ABFF0D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014244320201915000115
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.4.182.17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15014
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125014
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew Antonio
ReturnHeader/ReturnTs02020-07-09T09:54:13-05:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,368,205
Liabilities
$0
Net assets
$101,368,205
Revenue
$2,426,683
Expenses
$3,650,474
Net income
-$1,223,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$99.3$0.00$99.3$7.77$5.88$1.89
2023Detailed filing. Detailed filing data is available for this year.$97.4$0.00$97.4$5.29$5.69$0.41
2022Detailed filing. Detailed filing data is available for this year.$97.8$0.00$97.8$2.65$6.56$3.92
2021Detailed filing. Detailed filing data is available for this year.$102$0.00$102$7.16$5.85$1.31
2020Detailed filing. Detailed filing data is available for this year.$100$0.00$100$4.13$5.10$0.97
2019Detailed filing. Detailed filing data is available for this year.$101$0.00$101$2.43$3.65$1.22