Civic Intelligence

Schlosstein-Hartley Fam Foundation Tr

990PF • Fiscal year 2021 • EIN 13-7268307

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 11, 2022

Organization Profile
c/o RCM-C Morganstein PO Box 471Saratoga Springs, NY 12866

(212) 549-5100

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

54th percentile

32%

Higher net margin than 54% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

2621%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$3,435,279

Up $380,326 (+12%) from 2020

Net Assets

Up

$3,435,279

Up $380,326 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin54th percentile

Revenue

Up

$3,784,426

Up $3,645,347 (+2621%) from 2020

Expenses

Up

$2,573,350

Up $1,293,364 (+101%) from 2020

Net Income

Up

$1,211,076

Up $2,351,983 (+206%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$10M$5.0M$0Assets 2011: $8,904,367Liabilities 2011: $02011Assets 2012: $7,295,131Liabilities 2012: $02012Assets 2013: $6,853,421Liabilities 2013: $02013Assets 2014: $6,684,214Liabilities 2014: $02014Assets 2015: $7,514,018Liabilities 2015: $02015Assets 2019: $4,360,860Liabilities 2019: $02019Assets 2020: $3,054,953Liabilities 2020: $0Net Assets 2020: $3,054,9532020Assets 2021: $3,435,279Liabilities 2021: $0Net Assets 2021: $3,435,2792021Assets 2022: $2,633,100Liabilities 2022: $0Net Assets 2022: $2,633,1002022Assets 2023: $3,619,174Liabilities 2023: $0Net Assets 2023: $3,619,1742023Assets 2024: $3,351,912Liabilities 2024: $0Net Assets 2024: $3,351,9122024

Highlighted filing

2021

Assets$3,435,279
Liabilities$0
Net Assets$3,435,279
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,040,863Expenses 2011: $1,088,512Net Income 2011: -$47,6492011Revenue 2012: -$144,991Expenses 2012: $1,464,245Net Income 2012: -$1,609,2362012Revenue 2013: $244,428Expenses 2013: $686,138Net Income 2013: -$441,7102013Revenue 2014: $878,846Expenses 2014: $1,048,053Net Income 2014: -$169,2072014Revenue 2015: $3,009,111Expenses 2015: $1,130,807Net Income 2015: $1,878,3042015Revenue 2019: $2,022,229Expenses 2019: $2,523,266Net Income 2019: -$501,0372019Revenue 2020: $139,079Expenses 2020: $1,279,986Net Income 2020: -$1,140,9072020Revenue 2021: $3,784,426Expenses 2021: $2,573,350Net Income 2021: $1,211,0762021Revenue 2022: $1,118,404Expenses 2022: $1,920,583Net Income 2022: -$802,1792022Revenue 2023: $3,115,990Expenses 2023: $1,925,000Net Income 2023: $1,190,9902023Revenue 2024: $1,773,410Expenses 2024: $1,623,572Net Income 2024: $149,8382024

Highlighted filing

2021

Revenue$3,784,426
Expenses$2,573,350
Net Income$1,211,076
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 11, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH L SCHLOSSTEINTrustee-$0--
JANE HARTLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schlosstein Hartley Foundation
EIN
13-7268307
In Care Of
% FOUNDATION
Address
c/o RCM-C Morganstein PO Box 471, Saratoga Springs, NY 12866

Signing Officer

Name
Ralph Schlosstein
Title
Trustee
Phone
5188863466
Signed
2022-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Rockefeller & Co LLC
Address
45 Rockefeller Plaza 5th Floor, New York, NY 10111-0212
Preparer
Carissa L Morganstein
Phone
2125495100
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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0296193
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0296193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01018163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02154400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01631803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0578940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0810304
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0810304
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07657133
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02273827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01018163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02154400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01631803
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0578940
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02570020
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02273827
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08467437
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06193610
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ralph Schlosstein
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 471
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Saratoga Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01378750
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0830750
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS DEPT OF LAW - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ralph Schlosstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188863466
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schlosstein Hartley Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0137268307
ReturnHeader/Filer/InCareOfNm0% FOUNDATION
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o RCM-C Morganstein PO Box 471
ReturnHeader/Filer/USAddress/CityNm0Saratoga Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rockefeller & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Rockefeller Plaza 5th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101110212
ReturnHeader/PreparerPersonGrp/PhoneNum02125495100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carissa L Morganstein
ReturnHeader/ReturnTs02022-08-15T12:59:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ralph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schlosstein
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,435,279
Liabilities
$0
Net assets
$3,435,279
Revenue
$3,784,426
Expenses
$2,573,350
Net income
$1,211,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.77$1.62$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$3.12$1.93$1.19
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$1.12$1.92$0.80
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$3.78$2.57$1.21
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.14$1.28$1.14
2019Summary only. Only limited summary data is available for this year.$4.36$0.00$2.02$2.52$0.50
2015Summary only. Only limited summary data is available for this year.$7.51$0.00$3.01$1.13$1.88
2014Summary only. Only limited summary data is available for this year.$6.68$0.00$0.88$1.05$0.17
2013Summary only. Only limited summary data is available for this year.$6.85$0.00$0.24$0.69$0.44
2012Summary only. Only limited summary data is available for this year.$7.30$0.00$0.14$1.46$1.61
2011Summary only. Only limited summary data is available for this year.$8.90$0.00$1.04$1.09$0.05