Civic Intelligence

The Roy J Shlemon Foundation

EIN 33-0930732 • Newport Beach, CA

PO Box 3066Newport Beach, CA 92659-0620
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-240%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,076,254

Up $327,638 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,076,254

Up $327,638 (+19%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Up

$393,577

Up $364,515 (+1254%) from 2023

Expenses

Up

$167,837

Up $57,462 (+52%) from 2023

Net Income

Up

$225,740

Up $307,053 (+378%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $821,853Liabilities 2010: $0Net Assets 2010: $821,8532010Assets 2011: $811,199Liabilities 2011: $0Net Assets 2011: $811,1992011Assets 2012: $684,060Liabilities 2012: $0Net Assets 2012: $684,0602012Assets 2013: $627,800Liabilities 2013: $0Net Assets 2013: $627,8002013Assets 2014: $526,825Liabilities 2014: $0Net Assets 2014: $526,8252014Assets 2015: $724,306Liabilities 2015: $0Net Assets 2015: $724,3062015Assets 2016: $650,701Liabilities 2016: $0Net Assets 2016: $650,7012016Assets 2017: $478,457Liabilities 2017: $0Net Assets 2017: $478,4572017Assets 2018: $387,363Liabilities 2018: $0Net Assets 2018: $387,3632018Assets 2019: $764,562Liabilities 2019: $0Net Assets 2019: $764,5622019Assets 2020: $1,589,680Liabilities 2020: $0Net Assets 2020: $1,589,6802020Assets 2021: $1,955,359Liabilities 2021: $0Net Assets 2021: $1,955,3592021Assets 2022: $1,644,646Liabilities 2022: $0Net Assets 2022: $1,644,6462022Assets 2023: $1,748,616Liabilities 2023: $0Net Assets 2023: $1,748,6162023Assets 2024: $2,076,254Liabilities 2024: $0Net Assets 2024: $2,076,2542024

Highlighted filing

2024

Assets$2,076,254
Liabilities$0
Net Assets$2,076,254
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $672,3122010Expenses 2011: $960,6542011Expenses 2012: $946,7642012Revenue 2013: $7,274Expenses 2013: $63,534Net Income 2013: -$56,2602013Revenue 2014: $18,186Expenses 2014: $119,161Net Income 2014: -$100,9752014Revenue 2015: $367,203Expenses 2015: $169,722Net Income 2015: $197,4812015Revenue 2016: $61,555Expenses 2016: $135,160Net Income 2016: -$73,6052016Revenue 2017: $12,881Expenses 2017: $185,125Net Income 2017: -$172,2442017Revenue 2018: $16,134Expenses 2018: $107,228Net Income 2018: -$91,0942018Revenue 2019: $500,000Expenses 2019: $48,695Net Income 2019: $451,3052019Revenue 2020: $327,199Expenses 2020: $110,306Net Income 2020: $216,8932020Revenue 2021: $416,028Expenses 2021: $101,785Net Income 2021: $314,2432021Revenue 2022: $21,570Expenses 2022: $73,250Net Income 2022: -$51,6802022Revenue 2023: $29,062Expenses 2023: $110,375Net Income 2023: -$81,3132023Revenue 2024: $393,577Expenses 2024: $167,837Net Income 2024: $225,7402024

Highlighted filing

2024

Revenue$393,577
Expenses$167,837
Net Income$225,740
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,076,254
Liabilities
$0
Net assets
$2,076,254
Revenue
$393,577
Expenses
$167,837
Net income
$225,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.39$0.17$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.02$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.42$0.10$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.33$0.11$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.50$0.05$0.45
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.02$0.11$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.01$0.19$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.06$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.37$0.17$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.02$0.12$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.01$0.06$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.95
2011Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.96
2010Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT ROTSTAN JRTreasurerPT$0--
ROY J SHLEMONPresident-$0--
RICHARD J HARRISSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Roy J Shlemon Foundation
EIN
33-0930732
Phone
9492006176
Address
PO BOX 3066, NEWPORT BEACH, CA 92659-0620

Signing Officer

Name
Roy J Shlemon
Title
Roy J Shlemon
Phone
9492006176
Signed
2025-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Richard J Harris CPA
Address
566 Old Stage Rd, Central Point, OR 97502
Preparer
Richard J Harris
Phone
9492006176
Raw XML Appendix313 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/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD J HARRIS
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0153000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITEN APPLICATION OUTLINING GOALS, PURPOSE AND DETAILED NEEDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1FOR EACH GEOLOGICALLY RELATED PROJECT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROY J SHLEMON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1ROY J SHLEMON
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum19496752696
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 3066
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROY J SHLEMON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt251500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALL OTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 E UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215 GEO DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd282071
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PORTFOLIO LOSSES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0101898
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PORTFOLIO GAINS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROY J SHLEMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ROY J SHLEMON
ReturnHeader/BusinessOfficerGrp/PhoneNum09492006176
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROY J SHLEMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROYJ
ReturnHeader/Filer/EIN0330930732
ReturnHeader/Filer/PhoneNum09492006176
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3066
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926590620
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824472877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard J Harris CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0566 Old Stage Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Central Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097502
ReturnHeader/PreparerPersonGrp/PhoneNum09492006176
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard J Harris
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-29T07:25:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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