Civic Intelligence

O Temple Sloan Jr Foundation

EIN 56-1870844 • Raleigh, NC

4900 Falls Of Neuse Road Suite 150Raleigh, NC 27609
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2015

Asset Growth

36th percentile

1.3%

Faster asset growth than 36% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$37,116,101

Up $485,212 (+1.3%) from 2022

Liabilities

Down

$0

Down $102,500 (-100%) from 2022

Net Assets

Up

$37,116,101

Up $587,712 (+1.6%) from 2022

Operations
Liabilities / Revenue15th percentileNet Margin69th percentile

Revenue

Down

$3,444,702

Down $621,833 (-15%) from 2022

Expenses

Up

$2,838,423

Up $396,871 (+16%) from 2022

Net Income

Down

$606,279

Down $1,018,704 (-63%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$40M$30M$20M$10M$0Assets 2010: $15,927,841Liabilities 2010: $0Net Assets 2010: $15,927,8412010Assets 2011: $15,323,752Liabilities 2011: $02011Assets 2012: $14,805,587Liabilities 2012: $02012Assets 2013: $20,019,264Liabilities 2013: $02013Assets 2014: $33,241,399Liabilities 2014: $0Net Assets 2014: $33,241,3992014Assets 2015: $34,280,192Liabilities 2015: $0Net Assets 2015: $34,280,1922015Assets 2016: $33,500,092Liabilities 2016: $0Net Assets 2016: $33,500,0922016Assets 2017: $34,298,219Liabilities 2017: $0Net Assets 2017: $34,298,2192017Assets 2019: $32,488,486Liabilities 2019: $0Net Assets 2019: $32,488,4862019Assets 2020: $34,457,989Liabilities 2020: $0Net Assets 2020: $34,457,9892020Assets 2021: $34,936,587Liabilities 2021: $3,601Net Assets 2021: $34,932,9862021Assets 2022: $36,630,889Liabilities 2022: $102,500Net Assets 2022: $36,528,3892022Assets 2023: $37,116,101Liabilities 2023: $0Net Assets 2023: $37,116,1012023

Highlighted filing

2023

Assets$37,116,101
Liabilities$0
Net Assets$37,116,101
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $1,020,0982010Revenue 2011: $797,684Expenses 2011: $1,401,773Net Income 2011: -$604,0892011Revenue 2012: $697,975Expenses 2012: $1,216,140Net Income 2012: -$518,1652012Revenue 2013: $6,575,608Expenses 2013: $1,361,931Net Income 2013: $5,213,6772013Revenue 2014: $22,438,676Expenses 2014: $1,725,343Net Income 2014: $20,713,3332014Revenue 2015: $3,675,441Expenses 2015: $2,654,034Net Income 2015: $1,021,4072015Revenue 2016: $1,656,642Expenses 2016: $2,423,381Net Income 2016: -$766,7392016Revenue 2017: $3,370,428Expenses 2017: $2,869,183Net Income 2017: $501,2452017Revenue 2019: $2,166,344Expenses 2019: $2,828,248Net Income 2019: -$661,9042019Revenue 2020: $4,621,421Expenses 2020: $2,528,701Net Income 2020: $2,092,7202020Revenue 2021: $3,026,356Expenses 2021: $2,512,835Net Income 2021: $513,5212021Revenue 2022: $4,066,535Expenses 2022: $2,441,552Net Income 2022: $1,624,9832022Revenue 2023: $3,444,702Expenses 2023: $2,838,423Net Income 2023: $606,2792023

Highlighted filing

2023

Revenue$3,444,702
Expenses$2,838,423
Net Income$606,279
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,116,101
Liabilities
$0
Net assets
$37,116,101
Revenue
$3,444,702
Expenses
$2,838,423
Net income
$606,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$3.44$2.84$0.61
2022Detailed filing. Detailed filing data is available for this year.$36.6$0.10$36.5$4.07$2.44$1.62
2021Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$3.03$2.51$0.51
2020Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$4.62$2.53$2.09
2019Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$2.17$2.83$0.66
2017Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$3.37$2.87$0.50
2016Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$1.66$2.42$0.77
2015Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$3.68$2.65$1.02
2014Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$22.4$1.73$20.7
2013Summary only. Only limited summary data is available for this year.$20.0$0.00$6.58$1.36$5.21
2012Summary only. Only limited summary data is available for this year.$14.8$0.00$0.70$1.22$0.52
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$0.80$1.40$0.60
2010Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
O TEMPLE SLOAN JRTrustee-$0--
CARSON S HENLINETrustee-$0--
MARK H SLOANTrustee-$0--
O TEMPLE SLOAN IIITrustee-$0--
JAMES R MYERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
O Temple Sloan Jr Foundation
EIN
56-1870844
Phone
9195732911
Address
4900 FALLS OF NEUSE ROAD SUITE 150, RALEIGH, NC 27609

Signing Officer

Name
O Temple Sloan Jr
Title
Trustee
Phone
9195732911
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Ronald a Batchelor
Phone
9197878212
Raw XML AppendixShowing 400 of 2,307 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0O TEMPLE SLOAN JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK H SLOAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3O TEMPLE SLOAN III
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44900 FALLS OF NEUSE SUITE 150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4RALEIGH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd327609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd427609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02674136
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd01
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RALEIGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027609
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FALLS OF NEUSE MANAGEMENT LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum09195732911
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE O. TEMPLE SLOAN, JR. FOUNDATION DISTRIBUTED $1,762,600 TO 74 ORGANIZATIONS AND $786,782 TO 107 INDIVIDUALS DURING THE FISCAL YEAR ENDING 6/30/2023 FOR EDUCATIONAL, CIVIC AND OTHER PURPOSES.
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027609
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt512000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124824
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt147992
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt153367
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185065
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2010160
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt379000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt387530
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt408755
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt624800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt656000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt672710
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13210000

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