Civic Intelligence

The Susan and Bart Shuldman Foundation

990PF • Fiscal year 2010 • EIN 20-2005393

Jan 01, 2010 to Dec 31, 2010 • Filed on Jul 26, 2011

Organization Profile
c/o Foundation Source 501 Silversid19809-1377
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$113,141

No earlier filing loaded for comparison.

Net Assets

$113,141

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,552

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2010: $113,141Liabilities 2010: $0Net Assets 2010: $113,1412010Assets 2011: $112,003Liabilities 2011: $0Net Assets 2011: $112,0032011Assets 2012: $112,303Liabilities 2012: $0Net Assets 2012: $112,3032012Assets 2013: $113,653Liabilities 2013: $0Net Assets 2013: $113,6532013Assets 2014: $113,628Liabilities 2014: $02014Assets 2015: $113,178Liabilities 2015: $02015Assets 2016: $113,053Liabilities 2016: $0Net Assets 2016: $113,0532016Assets 2017: $112,578Liabilities 2017: $0Net Assets 2017: $112,5782017Assets 2018: $112,503Liabilities 2018: $0Net Assets 2018: $112,5032018Assets 2019: $113,980Liabilities 2019: $0Net Assets 2019: $113,9802019Assets 2020: $117,716Liabilities 2020: $0Net Assets 2020: $117,7162020Assets 2021: $112,598Liabilities 2021: $0Net Assets 2021: $112,5982021Assets 2022: $112,394Liabilities 2022: $0Net Assets 2022: $112,3942022Assets 2023: $112,196Liabilities 2023: $0Net Assets 2023: $112,1962023Assets 2024: $112,000Liabilities 2024: $11Net Assets 2024: $111,9892024

Highlighted filing

2010

Assets$113,141
Liabilities$0
Net Assets$113,141
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $2,5522010Expenses 2011: $1,9972011Expenses 2012: $1,2502012Revenue 2013: $2,850Expenses 2013: $1,500Net Income 2013: $1,3502013Revenue 2014: $2,800Expenses 2014: $2,825Net Income 2014: -$252014Revenue 2015: $2,850Expenses 2015: $3,400Net Income 2015: -$5502015Revenue 2016: $2,850Expenses 2016: $2,975Net Income 2016: -$1252016Revenue 2017: $2,475Expenses 2017: $2,950Net Income 2017: -$4752017Revenue 2018: $3,050Expenses 2018: $3,125Net Income 2018: -$752018Revenue 2019: $3,050Expenses 2019: $1,573Net Income 2019: $1,4772019Revenue 2020: $10,000Expenses 2020: $6,264Net Income 2020: $3,7362020Revenue 2021: $0Expenses 2021: $5,118Net Income 2021: -$5,1182021Revenue 2022: $5Expenses 2022: $209Net Income 2022: -$2042022Revenue 2023: $11Expenses 2023: $209Net Income 2023: -$1982023Revenue 2024: $1,052Expenses 2024: $1,259Net Income 2024: -$2072024

Highlighted filing

2010

Revenue-
Expenses$2,552
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Jul 26, 2011
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bart ShuldmanPresident / Director / Secretary-$0--
Filing and Contact Details

Filer

EIN
20-2005393
Raw XML Appendix204 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV047100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock05000 shares of TRANSACT TECHNOLOGIES INCORPORATED TACT
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV048241
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0112103
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0113141
IRS990PF/BalanceSheets/TotalNetAssetsBOY0112103
IRS990PF/BalanceSheets/TotalNetAssetsEOY0113141
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01038
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0113141
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0112103
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0113141
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01985
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01985
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01985
IRS990PF/DistributableAmount/MinimumInvestmentReturn01985
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY048241
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets040296
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01379
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities038917
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0604
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01985
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets039692
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets040296
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Bart Shuldman
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President / Director / Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10c/o Foundation Source 501 Silversid
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019809
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct03034
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets03034
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.076428
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.097966
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.067137
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.101095
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.022023
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.093921
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets039692
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1024090
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2035703
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3033157
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4048313
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5052182
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions02402
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear102360
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear202397
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear303352
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear401064
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear504901
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.382142
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02402
IRS990PF/QualifyingDistributions/ExpensesAndContributions02402
IRS990PF/QualifyingDistributions/QualifyingDistributions02402
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10co Foundation Source
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008391754
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Wilmington
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0198091377
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0true
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0Bart Shuldman
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01985
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01985
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101155
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20612
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301694
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50666
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50666
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03878
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0417
IRS990PF/UndistributedIncome/ExcessFromYear101155
IRS990PF/UndistributedIncome/ExcessFromYear20612
IRS990PF/UndistributedIncome/ExcessFromYear301694
IRS990PF/UndistributedIncome/QualifyingDistributions02402
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0417
IRS990PF/UndistributedIncome/TotalCorpus04544
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04127
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Administrative Fees
OtherExpensesSchedule/OtherExpenses/Description1State or Local Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps02377
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02377
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0150
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0202005393
ReturnHeader/Filer/Name/BusinessNameLine10The Susan and Bart Shuldman Foundation
ReturnHeader/Filer/NameControl0SUSA
ReturnHeader/Filer/Phone08008391754
ReturnHeader/Filer/USAddress/AddressLine10c/o Foundation Source 501 Silversid
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02011-07-26
ReturnHeader/Officer/Name0Bart Shuldman
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02011-07-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1055 Walls Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Fairfield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006824
ReturnHeader/Preparer/Name0Jeffrey D Haskell
ReturnHeader/Preparer/Phone08008391754
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-07-26T12:34:11-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,141
Liabilities
$0
Net assets
$113,141
Revenue
-
Expenses
$2,552
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.01$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.00$0.05$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.10$0.06$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.03$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.02$0.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.03$0.03$0.00
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$0.03$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$1.14$0.00$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.02$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03