Civic Intelligence

Elster Foundation Agt

990PF • Fiscal year 2015 • EIN 16-6054742

Jan 01, 2015 to Dec 31, 2015 • Filed on May 24, 2016

Organization Profile
35 Watergate DriveSarasota, FL 34236-4501

(941) 308-3081

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

14th percentile

-36%

Higher net margin than 14% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$7,445

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-45%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,873,674

Down $770,147 (-14%) from 2014

Net Assets

Down

$4,873,674

Down $770,147 (-14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin14th percentile

Revenue

Down

$293,588

Down $240,340 (-45%) from 2014

Expenses

Down

$398,089

Down $29,921 (-7.0%) from 2014

Net Income

Down

-$104,501

Down $210,419 (-199%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,826,603Liabilities 2010: $0Net Assets 2010: $5,826,6032010Assets 2011: $5,299,336Liabilities 2011: $0Net Assets 2011: $5,299,3362011Assets 2012: $5,449,960Liabilities 2012: $0Net Assets 2012: $5,449,9602012Assets 2013: $5,870,229Liabilities 2013: $0Net Assets 2013: $5,870,2292013Assets 2014: $5,643,821Liabilities 2014: $0Net Assets 2014: $5,643,8212014Assets 2015: $4,873,674Liabilities 2015: $0Net Assets 2015: $4,873,6742015Assets 2016: $4,723,132Liabilities 2016: $0Net Assets 2016: $4,723,1322016Assets 2017: $4,452,819Liabilities 2017: $0Net Assets 2017: $4,452,8192017Assets 2018: $4,314,262Liabilities 2018: $0Net Assets 2018: $4,314,2622018Assets 2019: $4,181,975Liabilities 2019: $0Net Assets 2019: $4,181,9752019Assets 2020: $4,526,259Liabilities 2020: $0Net Assets 2020: $4,526,2592020Assets 2021: $4,364,554Liabilities 2021: $0Net Assets 2021: $4,364,5542021Assets 2022: $4,149,063Liabilities 2022: $0Net Assets 2022: $4,149,0632022Assets 2023: $4,004,970Liabilities 2023: $0Net Assets 2023: $4,004,9702023Assets 2024: $3,998,278Liabilities 2024: $0Net Assets 2024: $3,998,2782024

Highlighted filing

2015

Assets$4,873,674
Liabilities$0
Net Assets$4,873,674
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $379,9152010Expenses 2011: $386,4642011Expenses 2012: $384,6732012Revenue 2013: $374,813Expenses 2013: $396,091Net Income 2013: -$21,2782013Revenue 2014: $533,928Expenses 2014: $428,010Net Income 2014: $105,9182014Revenue 2015: $293,588Expenses 2015: $398,089Net Income 2015: -$104,5012015Revenue 2016: $219,478Expenses 2016: $360,508Net Income 2016: -$141,0302016Revenue 2017: $71,139Expenses 2017: $324,821Net Income 2017: -$253,6822017Revenue 2018: $180,523Expenses 2018: $333,927Net Income 2018: -$153,4042018Revenue 2019: $87,140Expenses 2019: $220,343Net Income 2019: -$133,2032019Revenue 2020: $562,574Expenses 2020: $216,460Net Income 2020: $346,1142020Revenue 2021: $176,624Expenses 2021: $340,507Net Income 2021: -$163,8832021Revenue 2022: $189,681Expenses 2022: $405,173Net Income 2022: -$215,4922022Revenue 2023: $238,207Expenses 2023: $382,292Net Income 2023: -$144,0852023Revenue 2024: $405,134Expenses 2024: $411,321Net Income 2024: -$6,1872024

Highlighted filing

2015

Revenue$293,588
Expenses$398,089
Net Income-$104,501
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 24, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYDNEY E GOLDSTEINTrustee-$7,445-$7,445
JEROME E GOLDSTEINTrustee-$7,445-$7,445
DOUGLAS R GOLDSTEINTrustee-$7,445-$7,445
ELIZABETH GEER GOLDSTEINTrustee-$7,445-$7,445
AMY GEROME-ACUFFTrustee-$7,444-$7,444
Filing and Contact Details

Filer

Filer Name
Elster Foundation
EIN
16-6054742
Phone
9413083081
Address
35 WATERGATE DRIVE, SARASOTA, FL 34236-4501

Signing Officer

Name
Sydney E Goldstein
Title
Trustee
Phone
9413083081
Signed
2016-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Plush Smith Pa
Address
2 N TAMIAMI TRL STE 506, SARASOTA, FL 34236-5587
Preparer
Carla Plush Smith
Phone
9419537587
Raw XML AppendixShowing 400 of 884 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DISNEY WALT CO COM DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HSN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MCDONALDS CORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EXXON MOBIL CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SCHLUMBERGER LTD COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ABBVIE INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EXPRESS SCRIPTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NOVO-NORDISK A/S ADR CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BOEING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CORNING INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CUMMINS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GENERAL ELECTRIC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GRAHAM CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SOUTHWEST AIRLS CO COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37QUALCOM INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VODAFONE GROUP NEW ADR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FPA CRESCENT INST SHARE
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01175
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0152885
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt061979
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt035225
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt037224
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0312700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0312700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0110460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0110460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0110460
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-104501
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01114191
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt042425
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt042425
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0140703
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt044167
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02457
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0293588
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049640
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt085389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061979
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-104501
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0665646
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04873674
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0263942
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0263942
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0263942
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01652
IRS990PF/DistributableAmountGrp/TotalTaxAmt01652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04720
IRS990PF/FMVAssetsEOYAmt05141738
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0962747
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01026515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0986537
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03233193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03540537
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05643821
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0467757
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05141738
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0217974
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0378477
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0379175
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05041156
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt080892
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0265594
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05311887
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05392779
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00

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Filings

Displayed year

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

Open filing
Assets
$4,873,674
Liabilities
$0
Net assets
$4,873,674
Revenue
$293,588
Expenses
$398,089
Net income
-$104,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.41$0.41$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.24$0.38$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.19$0.41$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.18$0.34$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.56$0.22$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.09$0.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.18$0.33$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.07$0.32$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.22$0.36$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.29$0.40$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.53$0.43$0.11
2013Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.37$0.40$0.02
2012Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.38
2011Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.39
2010Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.38