Civic Intelligence

Slocum Family Foundation

EIN 82-6978975 • Southlake, TX

Pub. 78 Eligible
1425 Bentley CourtSouthlake, TX 76092
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2023

Asset Growth

56th percentile

4.6%

Faster asset growth than 56% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

36%

Faster revenue growth than 73% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,220,341

Up $53,970 (+4.6%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

Up

$1,220,341

Up $53,970 (+4.6%) from 2022

Operations
Liabilities / Revenue34th percentileNet Margin95th percentile

Revenue

Up

$68,405

Up $17,987 (+36%) from 2022

Expenses

Down

$14,435

Down $21,470 (-60%) from 2022

Net Income

Up

$53,970

Up $39,457 (+272%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $1,046,085Liabilities 2019: $1Net Assets 2019: $1,046,0852019Assets 2020: $1,029,337Liabilities 2020: $1Net Assets 2020: $1,029,3372020Assets 2021: $1,076,782Liabilities 2021: $1Net Assets 2021: $1,076,7822021Assets 2022: $1,166,371Liabilities 2022: $1Net Assets 2022: $1,166,3712022Assets 2023: $1,220,341Liabilities 2023: $1Net Assets 2023: $1,220,3412023

Highlighted filing

2023

Assets$1,220,341
Liabilities$1
Net Assets$1,220,341
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $1,069,825Expenses 2019: $23,740Net Income 2019: $1,046,0852019Revenue 2020: $33,560Expenses 2020: $50,308Net Income 2020: -$16,7482020Revenue 2021: $73,643Expenses 2021: $26,198Net Income 2021: $47,4452021Revenue 2022: $50,418Expenses 2022: $35,905Net Income 2022: $14,5132022Revenue 2023: $68,405Expenses 2023: $14,435Net Income 2023: $53,9702023

Highlighted filing

2023

Revenue$68,405
Expenses$14,435
Net Income$53,970
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$1,220,341
Liabilities
$1
Net assets
$1,220,341
Revenue
$68,405
Expenses
$14,435
Net income
$53,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07$0.01$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.03$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.07$0.02$1.05
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H SLOCUMTrustee-$0--
LINDA P SLOCUMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Slocum Family Foundation
EIN
82-6978975
Address
1425 BENTLEY COURT, SOUTHLAKE, TX 76092

Signing Officer

Name
John H Slocum
Title
Trustee
Phone
6147927900
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Decision Financial Services Inc
Address
535 Silicon Dr Ste 101, Southlake, TX 76092
Preparer
Monika Heaton
Phone
8172689352
Raw XML Appendix364 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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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0756
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H SLOCUM
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SLOCUM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SLOC
ReturnHeader/Filer/EIN0826978975
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ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472225422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Decision Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 Silicon Dr Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Southlake
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ReturnHeader/PreparerPersonGrp/PhoneNum08172689352
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Monika Heaton
ReturnHeader/ReturnTs02024-05-15T15:43:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SLOCUM
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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