Civic Intelligence

Schlosstein-Hartley Fam Foundation Tr

990PF • Fiscal year 2024 • EIN 13-7268307

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 15, 2025

Organization Profile
PO Box 471 c/o RCM-MorgansteinSaratoga Springs, NY 12866

(518) 886-3466

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2024 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

2024 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

8.4%

Higher net margin than 45% of similar nonprofits.

2024 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

14th percentile

-7.4%

Faster asset growth than 14% of similar nonprofits.

2024 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-43%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$3,351,912

Down $267,262 (-7.4%) from 2023

Net Assets

Down

$3,351,912

Down $267,262 (-7.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin45th percentile

Revenue

Down

$1,773,410

Down $1,342,580 (-43%) from 2023

Expenses

Down

$1,623,572

Down $301,428 (-16%) from 2023

Net Income

Down

$149,838

Down $1,041,152 (-87%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2024

Assets$3,351,912
Liabilities$0
Net Assets$3,351,912
Open 2024 Filing

Operations Trend

Revenue Growth15th 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

2024

Revenue$1,773,410
Expenses$1,623,572
Net Income$149,838
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ralph L SchlossteinTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSee Stmt AttachedGeneral Charitable PurposesPCSaratoga Springs, NY, US$1,484,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Ralph Schlosstein
Title
Trustee
Phone
5188863466
Signed
2025-08-15
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 Appendix269 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/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017849
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062645
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ralph L Schlosstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ralph L Schlosstein
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 471 c/o RCM-C Morganstei
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Saratoga Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0995100
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0417100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFF FOR DONATION OF SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT OF LAW - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0420
TaxesSchedule/TaxesDetail/Amt085957
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt085957
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ralph Schlosstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188863466
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schlosstein Hartley Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0137268307
ReturnHeader/Filer/InCareOfNm0% FOUNDATION
ReturnHeader/Filer/PhoneNum05188863466
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 471 c/o RCM-Morganstein
ReturnHeader/Filer/USAddress/CityNm0Saratoga Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-08-15T11:23:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,351,912
Liabilities
$0
Net assets
$3,351,912
Revenue
$1,773,410
Expenses
$1,623,572
Net income
$149,838
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