Civic Intelligence

The Shlopak Foundation

EIN 22-3265966 • Rockport, MA

6 Camborne WayRockport, MA 01966
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

7th percentile

-276%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2019

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-23%

Faster revenue growth than 31% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$78,139

Up $7,542 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

$78,139

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Down

$1,938

Down $570 (-23%) from 2018

Expenses

Up

$7,289

Up $6,980 (+2259%) from 2018

Net Income

Down

-$5,351

Down $7,550 (-343%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $421,436Liabilities 2011: $02011Assets 2012: $412,748Liabilities 2012: $0Net Assets 2012: $412,7482012Assets 2013: $387,391Liabilities 2013: $0Net Assets 2013: $387,3912013Assets 2014: $276,432Liabilities 2014: $02014Assets 2015: $268,570Liabilities 2015: $02015Assets 2018: $70,597Liabilities 2018: $02018Assets 2019: $78,139Liabilities 2019: $0Net Assets 2019: $78,1392019

Highlighted filing

2019

Assets$78,139
Liabilities$0
Net Assets$78,139
Open 2019 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $2,890Expenses 2011: $25,823Net Income 2011: -$22,9332011Expenses 2012: $15,7602012Revenue 2013: $6,066Expenses 2013: $53,630Net Income 2013: -$47,5642013Revenue 2014: $2,461Expenses 2014: $101,484Net Income 2014: -$99,0232014Revenue 2015: $2,393Expenses 2015: $3,455Net Income 2015: -$1,0622015Revenue 2018: $2,508Expenses 2018: $309Net Income 2018: $2,1992018Revenue 2019: $1,938Expenses 2019: $7,289Net Income 2019: -$5,3512019

Highlighted filing

2019

Revenue$1,938
Expenses$7,289
Net Income-$5,351
Open 2019 Filing

Filings

Most recent year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,139
Liabilities
$0
Net assets
$78,139
Revenue
$1,938
Expenses
$7,289
Net income
-$5,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.07$0.05
2018Summary only. Only limited summary data is available for this year.$0.71$0.00$0.03$0.00$0.02
2015Summary only. Only limited summary data is available for this year.$2.69$0.00$0.02$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$2.76$0.00$0.02$1.01$0.99
2013Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.06$0.54$0.48
2012Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.16
2011Summary only. Only limited summary data is available for this year.$4.21$0.00$0.03$0.26$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY SHLOPAKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Shlopak Foundation
EIN
22-3265966
Phone
9782655500
Address
6 CAMBORNE WAY, ROCKPORT, MA 01966

Signing Officer

Name
Gregory Sholpak
Title
Trustee
Phone
9782655500
Signed
2020-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Horvitz & Frisch Pc
Address
128 MAIN ST, GLOUCESTER, MA 01930
Preparer
Howard M Frischcpa
Phone
9782812639
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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/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GREGORY SHLOPAK TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 CAMBORNE WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCKPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001966
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09785466643
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041697
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt083846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt083846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041697
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0473
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0473
IRS990PF/UndistributedIncomeGrp/Taxable2Amt03517
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125543
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125543
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0473
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03663
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03517
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0270
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012893
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY SHOLPAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09782655500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHLOPAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHLO
ReturnHeader/Filer/EIN0223265966
ReturnHeader/Filer/PhoneNum09782655500
ReturnHeader/Filer/USAddress/AddressLine1Txt06 CAMBORNE WAY
ReturnHeader/Filer/USAddress/CityNm0ROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001966
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ABEEFB78697CE934DA6BFE1EE468582CA1DAA4C0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E35D92AC39CB2ED8C78679A682D1D5E980A8DE0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.113.205
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:42:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HORVITZ & FRISCH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLOUCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001930
ReturnHeader/PreparerPersonGrp/PhoneNum09782812639
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD M FRISCHCPA
ReturnHeader/ReturnTs02020-11-16T13:42:08-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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