Civic Intelligence

Ruth and Sheldon Goldstein Foundation

990PF • Fiscal year 2016 • EIN 16-1478693

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 12, 2017

1035 19TH STREET No 2Santa Monica, CA 90403

(310) 310-3743

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-78%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-17%

Faster asset growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$348,242

Down $69,640 (-17%) from 2015

Net Assets

Down

$348,242

Down $69,640 (-17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$89,588

Up $20,415 (+30%) from 2015

Expenses

Down

$159,228

Down $6,179 (-3.7%) from 2015

Net Income

Up

-$69,640

Up $26,594 (+28%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $622,100Liabilities 2011: $02011Assets 2012: $642,152Liabilities 2012: $02012Assets 2013: $564,946Liabilities 2013: $02013Assets 2014: $514,116Liabilities 2014: $0Net Assets 2014: $514,1162014Assets 2015: $417,882Liabilities 2015: $0Net Assets 2015: $417,8822015Assets 2016: $348,242Liabilities 2016: $0Net Assets 2016: $348,2422016Assets 2017: $407,114Liabilities 2017: $0Net Assets 2017: $407,1142017Assets 2018: $289,989Liabilities 2018: $0Net Assets 2018: $289,9892018Assets 2019: $267,697Liabilities 2019: $0Net Assets 2019: $267,6972019Assets 2020: $264,272Liabilities 2020: $0Net Assets 2020: $264,2722020Assets 2021: $259,390Liabilities 2021: $0Net Assets 2021: $259,3902021Assets 2022: $250,915Liabilities 2022: $0Net Assets 2022: $250,9152022Assets 2023: $242,634Liabilities 2023: $0Net Assets 2023: $242,6342023Assets 2024: $238,261Liabilities 2024: $0Net Assets 2024: $238,2612024

Highlighted filing

2016

Assets$348,242
Liabilities$0
Net Assets$348,242

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: -$2,146Expenses 2011: $20,670Net Income 2011: -$22,8162011Revenue 2012: $39,213Expenses 2012: $19,161Net Income 2012: $20,0522012Revenue 2013: $100,487Expenses 2013: $177,693Net Income 2013: -$77,2062013Revenue 2014: $114,429Expenses 2014: $167,482Net Income 2014: -$53,0532014Revenue 2015: $69,173Expenses 2015: $165,407Net Income 2015: -$96,2342015Revenue 2016: $89,588Expenses 2016: $159,228Net Income 2016: -$69,6402016Revenue 2017: $70,392Expenses 2017: $11,520Net Income 2017: $58,8722017Revenue 2018: $44,331Expenses 2018: $161,456Net Income 2018: -$117,1252018Revenue 2019: $14,953Expenses 2019: $37,245Net Income 2019: -$22,2922019Revenue 2020: $20,431Expenses 2020: $23,856Net Income 2020: -$3,4252020Revenue 2021: $26,535Expenses 2021: $31,417Net Income 2021: -$4,8822021Revenue 2022: $19,689Expenses 2022: $28,164Net Income 2022: -$8,4752022Revenue 2023: $15,963Expenses 2023: $24,244Net Income 2023: -$8,2812023Revenue 2024: $24,345Expenses 2024: $28,718Net Income 2024: -$4,3732024

Highlighted filing

2016

Revenue$89,588
Expenses$159,228
Net Income-$69,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA GOLDSTEIN ASHTONTrustee-$0--
SARAH NARGISOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ruth & Sheldon Goldstein Foundation
EIN
16-1478693
Phone
3103103743
Address
1035 19TH STREET No 2, SANTA MONICA, CA 90403

Signing Officer

Name
Rita Ashton
Title
Trustee
Phone
3103103473
Signed
2017-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Richman Accountancy Corporation
Address
21031 Ventura Blvd 950, Woodland Hills, CA 91364
Preparer
Susan Richman CPA
Phone
8187037660
Raw XML Appendix379 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/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01035 19TH STREET UNIT 2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RITA ASHTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum03103103743
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOBART AND WILLIAM SMITH COLLEGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NORWICH CITY SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WILDLIFE NOW (GEORGE ADAMSON AFRICAN WILDLIFE PRESERVATION TRUST)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 PULTENEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt189 MIDLAND DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt225022 MALIBU ROAD 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GENEVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MALIBU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014456
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290265
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0152000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020657
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0127883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0130853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0131064
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0521143
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0131343
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0127883
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0130853
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0131064
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0152000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0131343
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0521143
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0389800
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RUTH GOLDSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02950 NEILSON WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA MONICA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090405
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt043263
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE / POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0672
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04650
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt1306
TaxesSchedule/TaxesDetail/Amt2100
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RITA ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03103103473
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH & SHELDON GOLDSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0161478693
ReturnHeader/Filer/PhoneNum03103103743
ReturnHeader/Filer/USAddress/AddressLine1Txt01035 19TH STREET No 2
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D61BD31E2C7837CD6A3BA011ADBF242E8E6FC4F1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D61BD31E2C7837CD6A3BA011ADBF242E8E6FC4F1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.170.142.253
ReturnHeader/FilingSecurityInformation/IPDt02017-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:28:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813574787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richman Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021031 Ventura Blvd 950
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091364
ReturnHeader/PreparerPersonGrp/PhoneNum08187037660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN RICHMAN CPA
ReturnHeader/ReturnTs02017-10-12T18:28:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.24$0.29$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.16$0.24$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.20$0.28$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.27$0.31$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.20$0.24$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.15$0.37$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.44$1.61$1.17
2017Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.70$0.12$0.59
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.90$1.59$0.70
2015Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.69$1.65$0.96
2014Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.14$1.67$0.53
2013Summary only. Only limited summary data is available for this year.$5.65$0.00$1.00$1.78$0.77
2012Summary only. Only limited summary data is available for this year.$6.42$0.00$0.39$0.19$0.20
2011Summary only. Only limited summary data is available for this year.$6.22$0.00$0.02$0.21$0.23