Civic Intelligence

Ospreytree Foundation

990PF • Fiscal year 2021 • EIN 82-3316453

Jun 01, 2020 to May 31, 2021 • Filed on Mar 23, 2022

Organization Profile
111 Shorecliff RdCorona Del Mar, CA 92625

(213) 452-8500

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

22nd percentile

-1.4%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

37%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,802,482

Down $68,442 (-1.4%) from 2020

Net Assets

Down

$4,802,482

Down $68,442 (-1.4%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin10th percentile

Revenue

Up

$195,443

Up $52,901 (+37%) from 2020

Expenses

Down

$263,885

Down $32,494 (-11%) from 2020

Net Income

Up

-$68,442

Up $85,395 (+56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $5,024,761Liabilities 2019: $02019Assets 2020: $4,870,924Liabilities 2020: $1Net Assets 2020: $4,870,9242020Assets 2021: $4,802,482Liabilities 2021: $1Net Assets 2021: $4,802,4822021Assets 2022: $4,777,787Liabilities 2022: $1Net Assets 2022: $4,777,7872022Assets 2023: $4,519,264Liabilities 2023: $1Net Assets 2023: $4,519,2642023Assets 2024: $5,389,938Liabilities 2024: $0Net Assets 2024: $5,389,9382024

Highlighted filing

2021

Assets$4,802,482
Liabilities$1
Net Assets$4,802,482
Open 2021 Filing

Operations Trend

Revenue Growth67th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $5,129,631Expenses 2019: $114,870Net Income 2019: $5,014,7612019Revenue 2020: $142,542Expenses 2020: $296,379Net Income 2020: -$153,8372020Revenue 2021: $195,443Expenses 2021: $263,885Net Income 2021: -$68,4422021Revenue 2022: $296,165Expenses 2022: $320,860Net Income 2022: -$24,6952022Revenue 2023: $106,045Expenses 2023: $364,568Net Income 2023: -$258,5232023Revenue 2024: $1,207,477Expenses 2024: $336,803Net Income 2024: $870,6742024

Highlighted filing

2021

Revenue$195,443
Expenses$263,885
Net Income-$68,442
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Mar 23, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN SUTTONTrustee-$0--
THOMAS SUTTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ospreytree Foundation
EIN
82-3316453
In Care Of
% SAN PASQUAL FIDUCIARY TRUST
Phone
2134528500
Address
111 SHORECLIFF RD, CORONA DEL MAR, CA 92625

Signing Officer

Name
Marilyn Sutton
Title
Trustee
Phone
2134528500
Signed
2022-03-23
Discuss with paid preparer
Yes

Preparer

Firm
J Arthur Greenfield & Co Llp
Address
10880 WILSHIRE BLVD STE 800, LOS ANGELES, CA 90024-4124
Preparer
Helen Wu
Phone
3102082646
Raw XML Appendix352 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt084582
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL CHARITABLE PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0730 COLORADO BLVD SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11206 10TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22520 E 37TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32746 W 13TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4819 N 10TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54041 MACARTHUR BLVD SUITE 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6235 S NEVADA AVE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0112407
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0107704
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0275602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0107704
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0615
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0615
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0252
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt133025
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021640
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt116512
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN SUTTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02134528500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-23
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ReturnHeader/Filer/EIN0823316453
ReturnHeader/Filer/InCareOfNm0% SAN PASQUAL FIDUCIARY TRUST
ReturnHeader/Filer/PhoneNum02134528500
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 SHORECLIFF RD
ReturnHeader/Filer/USAddress/CityNm0CORONA DEL MAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J ARTHUR GREENFIELD & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010880 WILSHIRE BLVD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900244124
ReturnHeader/PreparerPersonGrp/PhoneNum03102082646
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HELEN WU
ReturnHeader/ReturnTs02022-03-28T21:49:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARILYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUTTON
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,802,482
Liabilities
$1
Net assets
$4,802,482
Revenue
$195,443
Expenses
$263,885
Net income
-$68,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$1.21$0.34$0.87
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.11$0.36$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.30$0.32$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.20$0.26$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.14$0.30$0.15
2019Summary only. Only limited summary data is available for this year.$5.02$0.00$5.13$0.11$5.01