Civic Intelligence

The Roy J Shlemon Foundation

990PF • Fiscal year 2017 • EIN 33-0930732

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 15, 2018

Organization Profile
PO Box 3066Newport Beach, CA 92659-0620

(949) 675-2696

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-1337%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$478,457

Down $172,244 (-26%) from 2016

Net Assets

Down

$478,457

Down $172,244 (-26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$12,881

Down $48,674 (-79%) from 2016

Expenses

Up

$185,125

Up $49,965 (+37%) from 2016

Net Income

Down

-$172,244

Down $98,639 (-134%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2017

Assets$478,457
Liabilities$0
Net Assets$478,457
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

2017

Revenue$12,881
Expenses$185,125
Net Income-$172,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
9496752696
Address
PO BOX 3066, NEWPORT BEACH, CA 92659-0620

Signing Officer

Name
Roy J Shlemon
Title
Roy J Shlemon
Phone
9496752696
Signed
2018-04-15

Preparer

Firm
Richard J Harris
Address
3189-A Airway Avenue, Costa Mesa, CA 92626
Preparer
Richard J Harris
Phone
9492006176
Raw XML Appendix277 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd382071
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0177100
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0158050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0158050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0158050
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0158050
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0158050
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-339295
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-339295
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2-339295
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE CONTRACTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1LIFE INSURANCE CONTRACTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2LIFE INSURANCE CONTRACTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-339295
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-339295
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2-339295
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt1183
TaxesSchedule/TaxesDetail/CategoryTxt0TRUST TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROY J SHLEMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ROY J SHLEMON
ReturnHeader/BusinessOfficerGrp/PhoneNum09496752696
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROY J SHLEMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROYJ
ReturnHeader/Filer/EIN0330930732
ReturnHeader/Filer/PhoneNum09496752696
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3066
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926590620
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00E4E9ADF2EBB870C25B2BB75BB6BE3FC72A0CA35
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E4E9ADF2EBB870C25B2BB75BB6BE3FC72A0CA35
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.213.2.114
ReturnHeader/FilingSecurityInformation/IPDt02018-04-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:13:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD J HARRIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03189-A Airway Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Costa Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum09492006176
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J HARRIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-17T14:13:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,457
Liabilities
$0
Net assets
$478,457
Revenue
$12,881
Expenses
$185,125
Net income
-$172,244
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