Civic Intelligence

Schlosstein-Hartley Fam Foundation Tr

990PF • Fiscal year 2023 • EIN 13-7268307

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 06, 2024

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

(518) 886-3466

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Net Margin

70th percentile

38%

Higher net margin than 70% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

91st percentile

37%

Faster asset growth than 91% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

179%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$3,619,174

Up $986,074 (+37%) from 2022

Net Assets

Up

$3,619,174

Up $986,074 (+37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin70th percentile

Revenue

Up

$3,115,990

Up $1,997,586 (+179%) from 2022

Expenses

Up

$1,925,000

Up $4,417 (+0.2%) from 2022

Net Income

Up

$1,190,990

Up $1,993,169 (+248%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2023

Assets$3,619,174
Liabilities$0
Net Assets$3,619,174
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$3,115,990
Expenses$1,925,000
Net Income$1,190,990
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 6, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ralph L SchlossteinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schlosstein Hartley Foundation
EIN
13-7268307
In Care Of
% FOUNDATION
Phone
5188863466
Address
c/o RCM-C Morganstein PO Box 471, Saratoga Springs, NY 12866

Signing Officer

Name
Ralph Schlosstein
Title
Trustee
Phone
5188863466
Signed
2024-08-06
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 Appendix261 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ralph L Schlosstein
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 471 c/o RCM-C Morganstei
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Saratoga Springs
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01071915
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0204916
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFF FOR DONATION OF SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT OF LAW - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ralph Schlosstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188863466
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schlosstein Hartley Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0137268307
ReturnHeader/Filer/InCareOfNm0% FOUNDATION
ReturnHeader/Filer/PhoneNum05188863466
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/PreparerPersonNm0Carissa L Morganstein
ReturnHeader/ReturnTs02024-08-15T12:13:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,619,174
Liabilities
$0
Net assets
$3,619,174
Revenue
$3,115,990
Expenses
$1,925,000
Net income
$1,190,990
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