Civic Intelligence

The Samuel K Ohlstein Foundation Inc

990PF • Fiscal year 2013 • EIN 13-3702716

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 28, 2014

Organization Profile
1693 County RoadPalm Coast, FL 05602

(201) 327-0400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-22311%

Higher net margin than 1% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-86%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$62,464

Down $8,255 (-12%) from 2012

Net Assets

Down

$62,464

Down $8,255 (-12%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

$37

No earlier filing loaded for comparison.

Expenses

Down

$8,292

Down $4,574 (-36%) from 2012

Net Income

-$8,255

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$80K$60K$40K$20K$0Assets 2011: $77,895Liabilities 2011: $02011Assets 2012: $70,719Liabilities 2012: $0Net Assets 2012: $70,7192012Assets 2013: $62,464Liabilities 2013: $0Net Assets 2013: $62,4642013Assets 2014: $50,627Liabilities 2014: $0Net Assets 2014: $50,6272014Assets 2015: $50,651Liabilities 2015: $0Net Assets 2015: $50,6512015Assets 2016: $48,748Liabilities 2016: $0Net Assets 2016: $48,7482016Assets 2017: $43,665Liabilities 2017: $0Net Assets 2017: $43,6652017Assets 2018: $40,642Liabilities 2018: $0Net Assets 2018: $40,6422018Assets 2019: $35,936Liabilities 2019: $0Net Assets 2019: $35,9362019Assets 2020: $31,142Liabilities 2020: $0Net Assets 2020: $31,1422020Assets 2022: $27,657Liabilities 2022: $0Net Assets 2022: $27,6572022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$62,464
Liabilities$0
Net Assets$62,464
Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $1,798Expenses 2011: $5,362Net Income 2011: -$3,5642011Expenses 2012: $12,8662012Revenue 2013: $37Expenses 2013: $8,292Net Income 2013: -$8,2552013Revenue 2014: -$3,262Expenses 2014: $8,575Net Income 2014: -$11,8372014Revenue 2015: $7,518Expenses 2015: $7,494Net Income 2015: $242015Revenue 2016: $1,256Expenses 2016: $3,159Net Income 2016: -$1,9032016Revenue 2017: $599Expenses 2017: $5,682Net Income 2017: -$5,0832017Revenue 2018: $1,443Expenses 2018: $4,466Net Income 2018: -$3,0232018Revenue 2019: $1,471Expenses 2019: $6,177Net Income 2019: -$4,7062019Revenue 2020: $123Expenses 2020: $4,917Net Income 2020: -$4,7942020Revenue 2022: $775Expenses 2022: $3,356Net Income 2022: -$2,5812022Revenue 2023: -$576Expenses 2023: $27,081Net Income 2023: -$27,6572023

Highlighted filing

2013

Revenue$37
Expenses$8,292
Net Income-$8,255
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 28, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W OHLSTEINPres/TreasPT$0--
Filing and Contact Details

Filer

EIN
13-3702716

Signing Officer

Name
Robert W Ohlstein
Title
Pres/treas
Signed
2014-10-28

Preparer

Preparer
Mark S Weber
Phone
2013270400
Raw XML Appendix283 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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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03415
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08861
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05676
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01575
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01610
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08861
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07251
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-1170
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 INVESTMENT IN ONEOK
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0174
TaxesSchedule/TaxesDetail/Amt014
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt014
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W OHLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE SAMUEL K OHLSTEIN FOUNDATION I
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0133702716
ReturnHeader/Filer/USAddress/AddressLine101693 COUNTY ROAD
ReturnHeader/Filer/USAddress/City0EAST MONTPELIER
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223338510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEBER SHAPIRO & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10900C LAKE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RAMSEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0074461246
ReturnHeader/PreparerPersonGrp/PhoneNum02013270400
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WEBER
ReturnHeader/ReturnTs02014-11-06T07:45:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,464
Liabilities
$0
Net assets
$62,464
Revenue
$37
Expenses
$8,292
Net income
-$8,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.58$27.1$27.7
2022Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$0.78$3.36$2.58
2020Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$0.12$4.92$4.79
2019Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$1.47$6.18$4.71
2018Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$1.44$4.47$3.02
2017Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$0.60$5.68$5.08
2016Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$1.26$3.16$1.90
2015Detailed filing. Detailed filing data is available for this year.$50.7$0.00$50.7$7.52$7.49$0.02
2014Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$3.26$8.58$11.8
2013Detailed filing. Detailed filing data is available for this year.$62.5$0.00$62.5$0.04$8.29$8.26
2012Detailed filing. Detailed filing data is available for this year.$70.7$0.00$70.7$12.9
2011Summary only. Only limited summary data is available for this year.$77.9$0.00$1.80$5.36$3.56