Sullivan Family Foundation

Sullivan Family Foundation maintains strong asset base despite fluctuating revenues and no officer compensation.

EIN: 203864725 · Milton, MA · NTEE: T22 · Updated: 2026-03-28

$547KRevenue
$1.9MAssets
88/100Mission Score (Excellent)
T22
Sullivan Family Foundation Financial Summary
MetricValue
Total Revenue$547K
Total Expenses$360K
Program Spending85%
Net Assets$1.8M
Transparency Score88/100

Search Intent Cockpit

Sullivan Family Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals

Sullivan Family Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Sullivan Family Foundation in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $340K and expenses of $360K.

Revenue and Expenses

Sullivan Family Foundation reported $340K in revenue and $360K in expenses, a deficit of $21K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

88/100 mission score, 2 red flags, and 4 strengths are shown from structured and AI review.

Is Sullivan Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
85%Program Expense
$0Grants Paid
10Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Sullivan Family Foundation Expense Deployment
Program services$306K (85%)

Across stored filings, Sullivan Family Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Sullivan Family Foundation Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 2 red flags identified
Mission spend85% to programsExcellent
Financial durabilityGrade B10 stored filing years
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Sullivan Family Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sullivan Family Foundation

Sullivan Family Foundation (EIN: 203864725) is a nonprofit organization based in Milton, MA, classified under NTEE code T22. The organization reported total revenue of $547K and total assets of $1.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sullivan Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Sullivan Family Foundation is a small nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 14.8%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$340K
Total Expenses$360K
Surplus / Deficit$-20,573
Total Assets$1.8M
Total Liabilities$1
Net Assets$1.8M
Operating Margin-6.1%
Debt-to-Asset Ratio0.0%
Months of Reserves60.4 months

Financial Health Grade: B

In 2024, Sullivan Family Foundation reported a deficit of $21K with expenses exceeding revenue, holds 60.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2012–2024), Sullivan Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 14.8%.

YearRevenue ChangeExpense ChangeAsset Change
2024-48.1%-12.8%-1.1%
2023+112.1%-3.9%+15.2%
2022+324.0%-30.9%-7.1%
2021-93.1%+25.6%-24.2%
2020+1869.0%+122.8%+-0.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Sullivan Family Foundation demonstrates a consistent commitment to its mission, as evidenced by its program spending. While specific program, administrative, and fundraising expense breakdowns are not provided in the summary data, the foundation's overall financial health appears stable with assets consistently above $1.5 million over the past decade. The organization's revenue has fluctuated significantly, from a low of $53,726 in 2016 to a high of $1,057,883 in 2020, indicating reliance on varying funding sources or investment returns. Despite these fluctuations, the foundation has maintained a strong asset base, suggesting prudent financial management. The absence of officer compensation is a positive indicator of efficiency and dedication to mission. Further analysis of detailed expense categories would provide a more granular understanding of spending efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sullivan Family Foundation with a Mission Score of 88 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Sullivan Family Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$340KTotal Revenue
$360KTotal Expenses
$1.8MTotal Assets
$1Total Liabilities
$1.8MNet Assets
  • The organization reported a deficit of $21K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The Sullivan Family Foundation reports 0% officer compensation across all available filings, indicating that its leadership is either unpaid or compensated through other means not classified as officer compensation, which is a strong positive for resource allocation to mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Sullivan Family Foundation's IRS 990 filings:

  • Significant year-over-year revenue volatility, making financial planning potentially challenging.
  • Expenses frequently exceed revenue, indicating reliance on asset drawdowns or prior year surpluses.

Strengths

The following positive indicators were identified for Sullivan Family Foundation:

  • Consistent maintenance of a strong asset base (e.g., $1,881,462 latest assets).
  • Zero reported officer compensation, maximizing resources for charitable purposes.
  • Low liabilities across all reported periods ($1), indicating strong financial solvency.
  • Long filing history (10 filings), suggesting established operations and compliance.

Frequently Asked Questions about Sullivan Family Foundation

Is Sullivan Family Foundation a legitimate charity?

Sullivan Family Foundation (EIN: 203864725) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 88/100. It has 10 years of IRS 990 filings on record. Total revenue: $547K. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Sullivan Family Foundation spend its money?

Sullivan Family Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Sullivan Family Foundation tax-deductible?

Sullivan Family Foundation is registered as a tax-exempt nonprofit (EIN: 203864725). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Sullivan Family Foundation's spending goes to programs?

Sullivan Family Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Sullivan Family Foundation compare to similar nonprofits?

With a transparency score of 88/100 (Excellent), Sullivan Family Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Sullivan Family Foundation located?

Sullivan Family Foundation is headquartered in Milton, Massachusetts and files with the IRS under EIN 203864725. It is classified under NTEE code T22.

How many years of IRS 990 filings does Sullivan Family Foundation have?

Sullivan Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $547K in total revenue.

What are the specific programs funded by the Sullivan Family Foundation?

The provided data does not detail the specific programs or grants made by the Sullivan Family Foundation. Further investigation into their IRS Form 990, Part XV, would be necessary to identify their programmatic activities.

How does the foundation manage its significant revenue fluctuations?

The foundation's revenue has varied widely, from $53,726 in 2016 to $1,057,883 in 2020. Its ability to maintain a robust asset base (e.g., $1,881,462 latest assets) despite these fluctuations suggests effective investment management or a strategic approach to drawing down assets when revenue is low, as seen in 2021 where expenses ($621,363) significantly exceeded revenue ($72,803).

What is the foundation's long-term strategy for sustainability given its spending often exceeds revenue?

In several periods (e.g., 2024, 2022, 2021, 2016, 2015, 2013, 2012), the foundation's expenses have exceeded its revenue. While this is common for foundations that distribute grants from an endowment, a detailed look at their investment returns and distribution policies would clarify their long-term sustainability strategy.

Filing History

IRS 990 filing history for Sullivan Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2024), Sullivan Family Foundation's revenue has grown by 424.6%, moving from $65K to $340K. Total assets decreased by 17.7% over the same period, from $2.2M to $1.8M. Total functional expenses rose by 151.4%, from $143K to $360K. In its most recent filing year (2024), Sullivan Family Foundation reported a deficit of $21K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $340K $360K $1.8M $1
2023 $655K $413K $1.8M $1 View 990
2022 $309K $430K $1.6M $1 View 990
2021 $73K $621K $1.7M $1 View 990
2020 $1.1M $495K $2.3M $1
2016 $54K $222K $2.3M $1 View 990
2015 $170K $203K $2.4M $1 View 990
2014 $579K $217K $2.5M $1 View 990
2013 $89K $191K $2.1M $1 View 990
2012 $65K $143K $2.2M $1 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $340K, expenses of $360K, and assets of $1.8M (revenue -48.1% year-over-year).
  • 2023: Revenue of $655K, expenses of $413K, and assets of $1.8M (revenue +112.1% year-over-year).
  • 2022: Revenue of $309K, expenses of $430K, and assets of $1.6M (revenue +324.0% year-over-year).
  • 2021: Revenue of $73K, expenses of $621K, and assets of $1.7M (revenue -93.1% year-over-year).
  • 2020: Revenue of $1.1M, expenses of $495K, and assets of $2.3M (revenue +1869.0% year-over-year).
  • 2016: Revenue of $54K, expenses of $222K, and assets of $2.3M (revenue -68.4% year-over-year).
  • 2015: Revenue of $170K, expenses of $203K, and assets of $2.4M (revenue -70.7% year-over-year).
  • 2014: Revenue of $579K, expenses of $217K, and assets of $2.5M (revenue +548.8% year-over-year).
  • 2013: Revenue of $89K, expenses of $191K, and assets of $2.1M (revenue +37.8% year-over-year).
  • 2012: Revenue of $65K, expenses of $143K, and assets of $2.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sullivan Family Foundation:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Sullivan Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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