Civic Intelligence

Joan K Slocum Foundation

990PF • Fiscal year 2011 • EIN 65-6444340

Jan 01, 2011 to Dec 31, 2011 • Filed on May 11, 2012

Organization Profile
114 Moorings Park Drive Apt A-40134105
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.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

71st percentile

$2,000

Higher top officer pay than 71% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

65th percentile

4.9%

Faster asset growth than 65% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$781,163

Up $36,138 (+4.9%) from 2010

Net Assets

Up

$781,163

Up $36,138 (+4.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$16,792

Down $39,829 (-70%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.0M$500K$0Assets 2010: $745,025Liabilities 2010: $0Net Assets 2010: $745,0252010Assets 2011: $781,163Liabilities 2011: $0Net Assets 2011: $781,1632011Assets 2012: $804,450Liabilities 2012: $12012Assets 2013: $820,760Liabilities 2013: $0Net Assets 2013: $820,7602013Assets 2014: $936,661Liabilities 2014: $0Net Assets 2014: $936,6612014Assets 2015: $879,714Liabilities 2015: $0Net Assets 2015: $879,7142015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2011

Assets$781,163
Liabilities$0
Net Assets$781,163
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $56,6212010Expenses 2011: $16,7922011Revenue 2012: $72,495Expenses 2012: $50,199Net Income 2012: $22,2962012Revenue 2013: $68,402Expenses 2013: $52,092Net Income 2013: $16,3102013Revenue 2014: $209,563Expenses 2014: $105,900Net Income 2014: $103,6632014Revenue 2015: $14,000Expenses 2015: $75,418Net Income 2015: -$61,4182015Revenue 2016: -$5,785Expenses 2016: $873,929Net Income 2016: -$879,7142016

Highlighted filing

2011

Revenue-
Expenses$16,792
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 11, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE C SLOCUMTrustee-$2,000-$2,000
ELIZABETH W SLOCUMTrustee-$2,000-$2,000
MARGARET CUSACKTrustee-$2,000-$2,000
JODY SLOCUMTrustee-$2,000-$2,000
WILLIAM W SLOCUMTrustee-$0--
JOAN KENNEDY SLOCUMTrustee-$0--
Filing and Contact Details

Filer

EIN
65-6444340
Raw XML Appendix351 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITIES (SEE ATTACHED STATEMENT)
InvestmentsOtherSchedule2/InvestmentsOther/BookValue00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0KEY BANK - SEE ATTACHED
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM W SLOCUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOAN KENNEDY SLOCUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ANNE C SLOCUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ELIZABETH W SLOCUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MARGARET CUSACK
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0JOAN KENNEDY SLOCUM
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted036615
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1018501
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus018501
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY018501
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions00
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover018501
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY018114
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05428
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05428
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount0364
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0364
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0656444340
ReturnHeader/Filer/Name/BusinessNameLine10JOAN K SLOCUM FOUNDATION
ReturnHeader/Filer/NameControl0JOAN
ReturnHeader/Filer/Phone02396495803
ReturnHeader/Filer/USAddress/AddressLine10114 MOORINGS PARK DRIVE APT A-401
ReturnHeader/Filer/USAddress/City0NAPLES
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034105
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-11
ReturnHeader/Officer/Name0JOAN K KENNEDY
ReturnHeader/Officer/Phone02396495803
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0420714325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 NE THIRD AVENUE SUITE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FORT LAUDERDALE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033301
ReturnHeader/Preparer/Name0KAREN A BOWMAN
ReturnHeader/Preparer/Phone09544626351
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T14:28:40-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$781,163
Liabilities
$0
Net assets
$781,163
Revenue
-
Expenses
$16,792
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$8.74$8.80
2015Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.14$0.75$0.61
2014Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$2.10$1.06$1.04
2013Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.68$0.52$0.16
2012Summary only. Only limited summary data is available for this year.$8.04$0.00$0.72$0.50$0.22
2011Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.17
2010Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.57