Civic Intelligence

Joseph R Daly Foundation

EIN 91-2021298 • Sag Harbor, NY

310 Division StreetSag Harbor, NY 11963
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Net Margin

24th percentile

-45%

Higher net margin than 24% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.8%

Faster asset growth than 35% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

17%

Faster revenue growth than 49% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$751,194

Down $13,764 (-1.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$751,194

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue79th percentileNet Margin24th percentile

Revenue

Up

$30,333

Up $4,393 (+17%) from 2023

Expenses

Down

$44,097

Down $4,570 (-9.4%) from 2023

Net Income

Up

-$13,764

Up $8,963 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $499,107Liabilities 2010: $0Net Assets 2010: $499,1072010Assets 2011: $497,164Liabilities 2011: $0Net Assets 2011: $497,1642011Assets 2012: $524,122Liabilities 2012: $0Net Assets 2012: $524,1222012Assets 2013: $555,112Liabilities 2013: $12013Assets 2014: $630,824Liabilities 2014: $12014Assets 2015: $668,201Liabilities 2015: $0Net Assets 2015: $668,2012015Assets 2016: $713,830Liabilities 2016: $0Net Assets 2016: $713,8302016Assets 2017: $716,465Liabilities 2017: $0Net Assets 2017: $716,4652017Assets 2018: $743,942Liabilities 2018: $0Net Assets 2018: $743,9422018Assets 2019: $783,879Liabilities 2019: $0Net Assets 2019: $783,8792019Assets 2020: $803,473Liabilities 2020: $12020Assets 2021: $829,223Liabilities 2021: $0Net Assets 2021: $829,2232021Assets 2022: $790,123Liabilities 2022: $0Net Assets 2022: $790,1232022Assets 2023: $764,958Liabilities 2023: $12023Assets 2024: $751,194Liabilities 2024: $0Net Assets 2024: $751,1942024

Highlighted filing

2024

Assets$751,194
Liabilities$0
Net Assets$751,194
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $117,0912010Expenses 2011: $52,1842011Expenses 2012: $50,3502012Revenue 2013: $75,203Expenses 2013: $44,213Net Income 2013: $30,9902013Revenue 2014: $117,814Expenses 2014: $42,100Net Income 2014: $75,7142014Revenue 2015: $96,613Expenses 2015: $57,500Net Income 2015: $39,1132015Revenue 2016: $96,654Expenses 2016: $51,025Net Income 2016: $45,6292016Revenue 2017: $75,635Expenses 2017: $73,000Net Income 2017: $2,6352017Revenue 2018: $93,627Expenses 2018: $66,150Net Income 2018: $27,4772018Revenue 2019: $62,563Expenses 2019: $21,955Net Income 2019: $40,6082019Revenue 2020: $77,088Expenses 2020: $57,443Net Income 2020: $19,6452020Revenue 2021: $75,288Expenses 2021: $44,538Net Income 2021: $30,7502021Revenue 2022: $1,565Expenses 2022: $40,665Net Income 2022: -$39,1002022Revenue 2023: $25,940Expenses 2023: $48,667Net Income 2023: -$22,7272023Revenue 2024: $30,333Expenses 2024: $44,097Net Income 2024: -$13,7642024

Highlighted filing

2024

Revenue$30,333
Expenses$44,097
Net Income-$13,764
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$751,194
Liabilities
$0
Net assets
$751,194
Revenue
$30,333
Expenses
$44,097
Net income
-$13,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.30$0.44$0.14
2023Summary only. Only limited summary data is available for this year.$7.65$0.00$0.26$0.49$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.90$0.00$7.90$0.02$0.41$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.29$0.00$8.29$0.75$0.45$0.31
2020Summary only. Only limited summary data is available for this year.$8.03$0.00$0.77$0.57$0.20
2019Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.63$0.22$0.41
2018Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.94$0.66$0.27
2017Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.76$0.73$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$0.00$7.14$0.97$0.51$0.46
2015Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.97$0.58$0.39
2014Summary only. Only limited summary data is available for this year.$6.31$0.00$1.18$0.42$0.76
2013Summary only. Only limited summary data is available for this year.$5.55$0.00$0.75$0.44$0.31
2012Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.50
2011Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.52
2010Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$1.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
JUSTIN C DALYTrusteePT$0--
NICHOLAS P DALYTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joseph R Daly Foundation B
EIN
91-2021298
Phone
2123196440
Address
310 DIVISION STREET, SAG HARBOR, NY 11963

Signing Officer

Name
Estate of Joseph R Daly
Title
Trustee
Phone
2123196440
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Reid Tax & Advisory Services LLC
Address
7600 JERICHO TPKE STE 400, WOODBURY, NY 11797-1705
Preparer
Mary P Gannett CPA
Phone
5168020100
Raw XML Appendix292 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7YOUNG LEADERSHIP ADDICTION AWARENES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 CENTRAL PARK WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt156 E 1ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22300 SOUTHERN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411 WEST 53RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52900 SOUTHERN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6525 E 68TH ST BOX 123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt733 SOUNDVIEW DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd706880
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028870
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/AppliedToCurrentYearAmt035940
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018902
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01856
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09312
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038908
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02968
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018902
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015934
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02438
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02438
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05201
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01733
TaxesSchedule/TaxesDetail/Amt0256
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0256
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ESTATE OF JOSEPH R DALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123196440
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH R DALY FOUNDATION B
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0912021298
ReturnHeader/Filer/PhoneNum02123196440
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 DIVISION STREET
ReturnHeader/Filer/USAddress/CityNm0SAG HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920780479
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REID TAX & ADVISORY SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07600 JERICHO TPKE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117971705
ReturnHeader/PreparerPersonGrp/PhoneNum05168020100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY P GANNETT CPA
ReturnHeader/ReturnTs02025-05-06T11:20:55-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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