Civic Intelligence

The Samuel K Ohlstein Foundation Inc

990PF • Fiscal year 2015 • EIN 13-3702716

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization Profile
1693 County RoadEast Montpelier, VT 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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

44th percentile

0.3%

Higher net margin than 44% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$50,651

Up $24 (+0.0%) from 2014

Net Assets

Up

$50,651

Up $24 (+0.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin44th percentile

Revenue

Up

$7,518

Up $10,780 (+330%) from 2014

Expenses

Down

$7,494

Down $1,081 (-13%) from 2014

Net Income

Up

$24

Up $11,861 (+100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2015

Assets$50,651
Liabilities$0
Net Assets$50,651
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$7,518
Expenses$7,494
Net Income$24
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
The Samuel K Ohlstein Foundation I
EIN
13-3702716
Address
1693 COUNTY ROAD, EAST MONTPELIER, VT 05602

Signing Officer

Name
Robert W Ohlstein
Title
Pres/treas
Signed
2016-11-08

Preparer

Firm
Weber Shapiro & Company Llp
Address
50 TICE BLVD SUITE 175, WOODCLIFF LAKE, NJ 07677
Preparer
Mark S Weber
Phone
2013270400
Raw XML Appendix285 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208648
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd366675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510461
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt02775
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09440
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05676
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0525
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011015
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010490
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0931
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0931
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W OHLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAMUEL K OHLSTEIN FOUNDATION I
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0133702716
ReturnHeader/Filer/USAddress/AddressLine1Txt01693 COUNTY ROAD
ReturnHeader/Filer/USAddress/CityNm0EAST MONTPELIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223338510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBER SHAPIRO & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 TICE BLVD SUITE 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODCLIFF LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007677
ReturnHeader/PreparerPersonGrp/PhoneNum02013270400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WEBER
ReturnHeader/ReturnTs02016-11-15T11:08:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,651
Liabilities
$0
Net assets
$50,651
Revenue
$7,518
Expenses
$7,494
Net income
$24
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