Civic Intelligence

The Roy J Shlemon Foundation

990PF • Fiscal year 2012 • EIN 33-0930732

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 15, 2013

Organization Profile
PO Box 306692659-0620
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$684,060

Down $127,139 (-16%) from 2011

Net Assets

Down

$684,060

Down $127,139 (-16%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$946,764

Down $13,890 (-1.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$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

2012

Assets$684,060
Liabilities$0
Net Assets$684,060
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$946,764
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY J SHLEMONTreasurerPT$0--
ROBERT ROTSTAN JRPresident-$0--
ROY J SHLEMONSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF WYOMINGEDUCATIONALSCHOOLLARAMIE, WY, US$91,500
Paid GrantUNIVERSITY OF CA DAVISEDUCATIONALSCHOOLDAVIS, CA, US$38,500
Paid GrantEXCHANGE CLUB FOUNDATIONEDUCATIONAL501(C)(3)BEACH, CA, US$0
Filing and Contact Details

Filer

EIN
33-0930732
Raw XML Appendix272 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROY J SHLEMON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ROY J SHLEMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3066
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IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0RICHARD J HARRIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09496422479
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102400 W COAST HWY STE K
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEWPORT BEACH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092663
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITEN APPLICATION OUTLINING GOALS, PURPOSE AND DETAILED NEEDS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials1FOR EACH GEOLOGICALLY RELATED PROJECT.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ROY J SHLEMON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1ROY J SHLEMON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09496752696
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IRS990PF/SupplementaryInformation/ContributingManager0ROY J SHLEMON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF WYOMING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11EXCHANGE CLUB FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNIVERSITY OF CA DAVIS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101000 E UNIVERSITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12ONE SHIELDS AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2DAVIS
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IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ROY J SHLEMON
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OtherAssetsSchedule/OtherAssets/Description0LIFE INSURANCE CONTRACTS
OtherAssetsSchedule/OtherAssets/Description1LIFE INSURANCE CONTRACTS
OtherAssetsSchedule/OtherAssets/Description2LIFE INSURANCE CONTRACTS
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OtherExpensesSchedule/OtherExpenses/Description0INSURANCE CONTRACTS
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0813441
TaxesSchedule/Taxes/Amount097
TaxesSchedule/Taxes/Category0TRUST TAXES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0330930732
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ReturnHeader/Filer/Phone09496752696
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ReturnHeader/Filer/USAddress/City0NEWPORT BEACH
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0926590620
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-15
ReturnHeader/Officer/Name0ROY J SHLEMON
ReturnHeader/Officer/Phone09496752696
ReturnHeader/Officer/Title0ROY J SHLEMON
ReturnHeader/Preparer/DatePrepared02013-06-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RICHARD J HARRIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102400 W COAST HWY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEWPORT BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0926634733
ReturnHeader/Preparer/Name0RICHARD J HARRIS CPA
ReturnHeader/Preparer/Phone09492006176
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-13T07:54:16-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$684,060
Liabilities
$0
Net assets
$684,060
Revenue
-
Expenses
$946,764
Net income
-
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