Civic Intelligence

The Samuel K Ohlstein Foundation Inc

990PF • Fiscal year 2023 • EIN 13-3702716

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

Organization Profile
2 Sailfish DrivePalm Coast, FL 32137

(802) 793-3382

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

4802%

Higher net margin than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $27,657 (-100%) from 2022

Net Assets

Down

$0

Down $27,657 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$576

Down $1,351 (-174%) from 2022

Expenses

Up

$27,081

Up $23,725 (+707%) from 2022

Net Income

Down

-$27,657

Down $25,076 (-972%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 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

2023

Revenue-$576
Expenses$27,081
Net Income-$27,657
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Filer

Filer Name
The Samuel K Ohlstein
EIN
13-3702716
Phone
8027933382
Address
2 SAILFISH DRIVE, PALM COAST, FL 32137

Signing Officer

Name
Robert W Ohlstein
Title
Pres/treas
Phone
8027933382
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Jonathan Convery LLC
Address
50 LEANNI WAY STE C2, PALM COAST, FL 32137-4755
Preparer
Jonathan Convery CPA
Phone
3864454375
Raw XML Appendix258 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/FinalReturnInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0ACCOUNTS LIQUIDATED TO ZERO BALANCES WITH ALL DISTRIBUTIONS PAID TO NON- PROFITS THROUGHOUT 2023 AS IS REQUIRED OF THE PRIVATE FOUNDATION. THE PRIVATE FOUNDATION DISTRIBUTED ALL OF ITS NET ASSETS TO VARIOUS ORGANIZATIONS WITH A RULING OR DETERMINATION LETTER DESCRIBED IN SECTION 509(A)(1) AND WHICH HAVE BEEN IN EXISTENCE FOR A CONTINUOUS 60-MONTHS PRIOR TO THE DISTRIBUTION. THE PRIVATE FOUNDATION IS IN COMPLIANCE WITH SECTION 507(B)(1)(A).
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CLOSING ENTRY
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01570
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W OHLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum08027933382
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAMUEL K OHLSTEIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OHLSTEIN
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0133702716
ReturnHeader/Filer/PhoneNum08027933382
ReturnHeader/Filer/USAddress/AddressLine1Txt02 SAILFISH DRIVE
ReturnHeader/Filer/USAddress/CityNm0PALM COAST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032137
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463151547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN CONVERY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 LEANNI WAY STE C2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM COAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0321374755
ReturnHeader/PreparerPersonGrp/PhoneNum03864454375
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN CONVERY CPA
ReturnHeader/ReturnTs02024-05-08T09:03:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OHLSTEIN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$576
Expenses
$27,081
Net income
-$27,657
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