Civic Intelligence

Candace L and Barry R Sloane Charitable Foundation

EIN 87-3695996 • Needham, MA

45 Stonecrest DriveNeedham, MA 02492
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-396%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

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 2024

Asset Growth

5th percentile

-35%

Faster asset growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

257%

Faster revenue growth than 94% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,240,422

Down $664,029 (-35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,240,422

Down $664,029 (-35%) from 2023

Revenue

Up

$167,371

Up $120,460 (+257%) from 2023

Expenses

Down

$829,879

Down $39,362 (-4.5%) from 2023

Net Income

Up

-$662,508

Up $159,822 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,000,008Liabilities 2021: $0Net Assets 2021: $2,000,0082021Assets 2022: $2,725,658Liabilities 2022: $0Net Assets 2022: $2,725,6582022Assets 2023: $1,904,451Liabilities 2023: $0Net Assets 2023: $1,904,4512023Assets 2024: $1,240,422Liabilities 2024: $0Net Assets 2024: $1,240,4222024

Highlighted filing

2024

Assets$1,240,422
Liabilities$0
Net Assets$1,240,422

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,000,008Expenses 2021: $0Net Income 2021: $2,000,0082021Revenue 2022: $1,349,077Expenses 2022: $584,970Net Income 2022: $764,1072022Revenue 2023: $46,911Expenses 2023: $869,241Net Income 2023: -$822,3302023Revenue 2024: $167,371Expenses 2024: $829,879Net Income 2024: -$662,5082024

Highlighted filing

2024

Revenue$167,371
Expenses$829,879
Net Income-$662,508

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CANDACE L SLOANETrusteePT$0--
BARRY R SLOANETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Candace L and Barry R Sloane
EIN
87-3695996
Phone
7813078182
Address
45 STONECREST DRIVE, NEEDHAM, MA 02492

Signing Officer

Name
Barry R Sloane
Title
Trustee
Phone
7813078182
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Samoset Tax Advisors
Address
24 SUMMER STREET, NORWELL, MA 02061
Preparer
Christopher F Caldwell
Phone
6179228942
Raw XML Appendix254 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.

Path#Value
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IRS990PF/InitialReturnInd0X
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BARRY R SLOANE
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 SUMMER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002061
ReturnHeader/PreparerPersonGrp/PhoneNum06179228942
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER F CALDWELL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-03T08:56:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SLOANE
ReturnHeader/TaxPeriodBeginDt02021-11-18
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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