Civic Intelligence

Marshall M & Barbara J Sloane Private Foundation

990PF • Fiscal year 2011 • EIN 04-6675875

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 19, 2012

PO Box 24002155
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,247,316

Up $176,843 (+17%) from 2010

Net Assets

Up

$1,247,316

Up $176,843 (+17%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$59,400

Down $2,414 (-3.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,070,473Liabilities 2010: $0Net Assets 2010: $1,070,4732010Assets 2011: $1,247,316Liabilities 2011: $0Net Assets 2011: $1,247,3162011Assets 2012: $1,378,259Liabilities 2012: $0Net Assets 2012: $1,378,2592012Assets 2013: $1,505,970Liabilities 2013: $1Net Assets 2013: $1,505,9702013Assets 2014: $1,638,271Liabilities 2014: $12014Assets 2015: $1,766,644Liabilities 2015: $1Net Assets 2015: $1,766,6442015Assets 2016: $1,873,312Liabilities 2016: $0Net Assets 2016: $1,873,3122016Assets 2018: $1,960,923Liabilities 2018: $0Net Assets 2018: $1,960,9232018Assets 2019: $1,847,772Liabilities 2019: $12019Assets 2020: $1,688,659Liabilities 2020: $1Net Assets 2020: $1,688,6592020Assets 2021: $2,400,213Liabilities 2021: $1Net Assets 2021: $2,400,2132021Assets 2022: $1,233,892Liabilities 2022: $0Net Assets 2022: $1,233,8922022Assets 2023: $1,186,430Liabilities 2023: $12023

Highlighted filing

2011

Assets$1,247,316
Liabilities$0
Net Assets$1,247,316

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $61,8142010Expenses 2011: $59,4002011Expenses 2012: $77,0342012Revenue 2013: $222,604Expenses 2013: $94,893Net Income 2013: $127,7112013Revenue 2014: $227,895Expenses 2014: $95,594Net Income 2014: $132,3012014Revenue 2015: $227,298Expenses 2015: $98,925Net Income 2015: $128,3732015Revenue 2016: $224,080Expenses 2016: $117,412Net Income 2016: $106,6682016Revenue 2018: $249,329Expenses 2018: $337,858Net Income 2018: -$88,5292018Revenue 2019: $59,420Expenses 2019: $172,571Net Income 2019: -$113,1512019Revenue 2020: -$1,884Expenses 2020: $157,229Net Income 2020: -$159,1132020Revenue 2021: $743,355Expenses 2021: $31,801Net Income 2021: $711,5542021Revenue 2022: $228,484Expenses 2022: $108,348Net Income 2022: $120,1362022Revenue 2023: $39,300Expenses 2023: $86,762Net Income 2023: -$47,4622023

Highlighted filing

2011

Revenue-
Expenses$59,400
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 19, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHALL M SLOANEPresident-$0--
BARBARA J SLOANEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOSTON UNIVERSITYUNRESTRICTEDPUBLICBOSTON, MA, US$20,000
Paid GrantTEMPLE ISRAELUNRESTRICTEDPUBLICBOSTON, MA, US$10,109
Paid GrantSUFFOLK UNIVERSITYUNRESTRICTEDPUBLICBOSTON, MA, US$10,000
Paid GrantMASSACHUSETTS GENERAL HOSPITALUNRESTRICTEDPUBLICBOSTON, MA, US$10,000
Paid GrantAMERICAN FRIENDS OF RAMBAM HOSPITALUNRESTRICTEDPUBLICNEW YORK, NY, US$5,000
Paid GrantNEIGHBORHOOD HOUSEUNRESTRICTEDPUBLICDORCHESTER, MA, US$2,500
Paid GrantJEWISH FAMILY SERVICESUNRESTRICTEDPUBLICBOSTON, MA, US$1,200
Paid GrantCOMBINED JEWISH PHILANTHROPIESUNRESTRICTEDPUBLICBOSTON, MA, US$125
Paid GrantUNITES STATES HOLOCAUST MUSEUMUNRESTRICTEDPUBLICWASHINGTON, DC, US$100
Filing and Contact Details

Filer

EIN
04-6675875
Raw XML Appendix378 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue0235415
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0NEW PERSPECTIVE FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0207431
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARSHALL M SLOANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BARBARA J SLOANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1099 FLORENCE STREET
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002467
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MARSHALL M SLOANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07813934100
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER FORMAT WITH TAXPAYERS ID NUMBER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MARSHALL M SLOANE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07813934100
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0MARSHALL M SLOANE
IRS990PF/SupplementaryInformation/ContributingManager1BARBARA J SLOANE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1355 FRUIT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14521 FIFTH AVENUE SUITE 1731
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1521 QUEEN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16174 PORTLAND STREET 5
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17100 RAOUL WALLENBERG PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18126 HIGH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5DORCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode410175
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode502122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode602114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode720024
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode802110
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear059034
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear055163
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted055163
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1013513
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2034070
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3083578
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40108807
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5031879
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5031879
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0243839
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03871
IRS990PF/UndistributedIncome/ExcessFromYear1013513
IRS990PF/UndistributedIncome/ExcessFromYear2034070
IRS990PF/UndistributedIncome/ExcessFromYear3083578
IRS990PF/UndistributedIncome/ExcessFromYear40108807
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions059034
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03871
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0275718
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0271847
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0225000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1099 FLORENCE ST
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0CHESTNUT HILL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode002467
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0MARSHALL M SLOANE
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
TaxesSchedule/Taxes/Amount070
TaxesSchedule/Taxes/Amount1296
TaxesSchedule/Taxes/Category0COMMONWEALTH OF MASSACHUSETTS
TaxesSchedule/Taxes/Category1FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome070
TaxesSchedule/Taxes/NetInvestmentIncome1296
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046675875
ReturnHeader/Filer/Name/BusinessNameLine10MARSHALL M & BARBARA J SLOANE PVT FOUND
ReturnHeader/Filer/NameControl0MARS
ReturnHeader/Filer/Phone07813934100
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 240
ReturnHeader/Filer/USAddress/City0MEDFORD
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002155
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-03-19
ReturnHeader/Officer/Name0MARSHALL SLOANE
ReturnHeader/Officer/Phone07813934100
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0043027605
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SAMET & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101330 BOYLSTON STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHESTNUT HILL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0024672111
ReturnHeader/Preparer/Name0JOHN J CZYZEWSKI CPA
ReturnHeader/Preparer/Phone06177311222
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-05T12:43:06-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.23$0.11$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.74$0.03$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.00$0.16$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$0.06$0.17$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.25$0.34$0.09
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.22$0.12$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.23$0.10$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$0.23$0.10$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.22$0.09$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06