Civic Intelligence

Slotnick Foundation

990PF • Fiscal year 2014 • EIN 59-6883622

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

110 West Fayette St - 8th FloorSyracuse, NY 13202

(315) 422-1391

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

55th percentile

2.8%

Faster asset growth than 55% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

-0.2%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,494,345

Up $41,045 (+2.8%) from 2013

Net Assets

Up

$1,494,345

Up $41,045 (+2.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$135,612

Down $289 (-0.2%) from 2013

Expenses

Up

$93,595

Up $32,023 (+52%) from 2013

Net Income

Down

$42,017

Down $32,312 (-43%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,306,509Liabilities 2011: $11,870Net Assets 2011: $1,294,6392011Assets 2012: $1,391,787Liabilities 2012: $11,886Net Assets 2012: $1,379,9012012Assets 2013: $1,453,300Liabilities 2013: $0Net Assets 2013: $1,453,3002013Assets 2014: $1,494,345Liabilities 2014: $0Net Assets 2014: $1,494,3452014Assets 2015: $1,484,554Liabilities 2015: $0Net Assets 2015: $1,484,5542015Assets 2016: $1,429,355Liabilities 2016: $0Net Assets 2016: $1,429,3552016Assets 2017: $1,432,829Liabilities 2017: $0Net Assets 2017: $1,432,8292017Assets 2018: $1,512,674Liabilities 2018: $0Net Assets 2018: $1,512,6742018Assets 2019: $1,469,551Liabilities 2019: $0Net Assets 2019: $1,469,5512019Assets 2020: $1,426,634Liabilities 2020: $0Net Assets 2020: $1,426,6342020Assets 2021: $1,459,189Liabilities 2021: $0Net Assets 2021: $1,459,1892021Assets 2022: $1,485,900Liabilities 2022: $0Net Assets 2022: $1,485,9002022Assets 2023: $1,461,270Liabilities 2023: $0Net Assets 2023: $1,461,2702023Assets 2024: $1,496,252Liabilities 2024: $0Net Assets 2024: $1,496,2522024

Highlighted filing

2014

Assets$1,494,345
Liabilities$0
Net Assets$1,494,345

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $61,2432011Expenses 2012: $39,9182012Revenue 2013: $135,901Expenses 2013: $61,572Net Income 2013: $74,3292013Revenue 2014: $135,612Expenses 2014: $93,595Net Income 2014: $42,0172014Revenue 2015: $94,143Expenses 2015: $102,968Net Income 2015: -$8,8252015Revenue 2016: $36,645Expenses 2016: $91,041Net Income 2016: -$54,3962016Revenue 2017: $82,903Expenses 2017: $77,600Net Income 2017: $5,3032017Revenue 2018: $193,834Expenses 2018: $113,978Net Income 2018: $79,8562018Revenue 2019: $53,738Expenses 2019: $98,572Net Income 2019: -$44,8342019Revenue 2020: $44,911Expenses 2020: $87,032Net Income 2020: -$42,1212020Revenue 2021: $142,143Expenses 2021: $109,136Net Income 2021: $33,0072021Revenue 2022: $141,658Expenses 2022: $113,169Net Income 2022: $28,4892022Revenue 2023: $68,900Expenses 2023: $91,741Net Income 2023: -$22,8412023Revenue 2024: $144,874Expenses 2024: $108,968Net Income 2024: $35,9062024

Highlighted filing

2014

Revenue$135,612
Expenses$93,595
Net Income$42,017
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A HOLSTEINTrustee-$0--
DAVID M SLOTNICKTrustee-$0--
CAROL Z SLOTNICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Slotnick Foundation Co Bousquet Holstein Pllc
EIN
59-6883622
Phone
3154221391
Address
110 WEST FAYETTE ST - 8TH FLOOR, SYRACUSE, NY 13202

Signing Officer

Name
David Holstein
Title
Trustee
Phone
3154221391
Signed
2015-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Grossman St Amour Cpas Pllc
Address
110 WEST FAYETTE STREET SUITE 900, SYRACUSE, NY 13202
Preparer
Rick Shaw CPA
Phone
3154221391
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72EATON VANCE GLOBAL MACRO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118VOYA INTL REAL ESTATE
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt078611
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0114670
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03661
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03661
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt078611
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt075525
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt075525
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt020942
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036059
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036059
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt042017
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0442747
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02135
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02135
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt078611
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt096600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012171
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt075525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt093595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0114670
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0135612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.19$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.09$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.14$0.06$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.29$0.06