Civic Intelligence

Slocum Lunz Foundation

EIN 57-0371213 • Charleston, SC

PO Box 12940 care of Doug AdamsCharleston, SC 29422
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

54th percentile

-0.2%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

65%

Faster revenue growth than 87% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$258,726

Down $569 (-0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$258,726

Down $569 (-0.2%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Up

$5,964

Up $2,340 (+65%) from 2023

Expenses

Down

$4,690

Down $1,939 (-29%) from 2023

Net Income

Up

$1,274

Up $4,279 (+142%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$300K$200K$100K$0Assets 2010: $275,492Liabilities 2010: $0Net Assets 2010: $275,4922010Assets 2011: $273,705Liabilities 2011: $0Net Assets 2011: $273,7052011Assets 2012: $269,524Liabilities 2012: $0Net Assets 2012: $269,5242012Assets 2013: $259,093Liabilities 2013: $0Net Assets 2013: $259,0932013Assets 2014: $263,522Liabilities 2014: $0Net Assets 2014: $263,5222014Assets 2015: $252,929Liabilities 2015: $0Net Assets 2015: $252,9292015Assets 2016: $251,655Liabilities 2016: $0Net Assets 2016: $251,6552016Assets 2017: $254,694Liabilities 2017: $0Net Assets 2017: $254,6942017Assets 2018: $255,126Liabilities 2018: $0Net Assets 2018: $255,1262018Assets 2019: $264,124Liabilities 2019: $02019Assets 2020: $264,036Liabilities 2020: $0Net Assets 2020: $264,0362020Assets 2021: $262,336Liabilities 2021: $0Net Assets 2021: $262,3362021Assets 2022: $261,692Liabilities 2022: $0Net Assets 2022: $261,6922022Assets 2023: $259,295Liabilities 2023: $0Net Assets 2023: $259,2952023Assets 2024: $258,726Liabilities 2024: $0Net Assets 2024: $258,7262024

Highlighted filing

2024

Assets$258,726
Liabilities$0
Net Assets$258,726
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$20K$10K$0-$10K-$20KExpenses 2010: $6,9482010Expenses 2011: $7,6932011Expenses 2012: $7,7182012Revenue 2013: $3,720Expenses 2013: $14,151Net Income 2013: -$10,4312013Revenue 2014: $5,741Expenses 2014: $1,312Net Income 2014: $4,4292014Revenue 2015: -$4,824Expenses 2015: $5,769Net Income 2015: -$10,5932015Revenue 2016: $6,484Expenses 2016: $7,758Net Income 2016: -$1,2742016Revenue 2017: $7,865Expenses 2017: $4,826Net Income 2017: $3,0392017Revenue 2018: $5,301Expenses 2018: $4,869Net Income 2018: $4322018Revenue 2019: $12,845Expenses 2019: $3,847Net Income 2019: $8,9982019Revenue 2020: $6,236Expenses 2020: $5,201Net Income 2020: $1,0352020Revenue 2021: $1,586Expenses 2021: $5,345Net Income 2021: -$3,7592021Revenue 2022: $4,078Expenses 2022: $4,722Net Income 2022: -$6442022Revenue 2023: $3,624Expenses 2023: $6,629Net Income 2023: -$3,0052023Revenue 2024: $5,964Expenses 2024: $4,690Net Income 2024: $1,2742024

Highlighted filing

2024

Revenue$5,964
Expenses$4,690
Net Income$1,274
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$258,726
Liabilities
$0
Net assets
$258,726
Revenue
$5,964
Expenses
$4,690
Net income
$1,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.02$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.06$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$2.64$0.00$0.13$0.04$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.05$0.05$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.08$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.06$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.05$0.06$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.06$0.01$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.04$0.14$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.08
2011Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.08
2010Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Priscilla WendtPresidentPT$0--
Douglas AdamsTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Slocum Lunz Foundation
EIN
57-0371213
In Care Of
% DOUG ADAMS
Address
PO Box 12940 care of Doug Adams, Charleston, SC 29422

Signing Officer

Name
Doug Adams
Title
Treasurer
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Teddy Blanchard CPA LLC
Address
1092 Johnnie Dodds Blvd St 100, Mt Pleasant, SC 29464
Preparer
Theodore S Blanchard
Phone
8434426644
Raw XML Appendix194 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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ReturnHeader/TaxPeriodEndDt02024-12-31
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