Civic Intelligence

Stein Gelberg Foundation Inc.

990PF • Fiscal year 2015 • EIN 20-5445726

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

Organization Profile
5250 E Harbor Village DrVero Beach, FL 32967

(772) 226-7172

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

54th percentile

$45,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 51.6% of source-year revenue.

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

Asset Growth

39th percentile

-1.7%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,766,753

Down $30,976 (-1.7%) from 2014

Net Assets

Down

$1,766,753

Down $30,976 (-1.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin14th percentile

Revenue

Down

$87,154

Down $20,570 (-19%) from 2014

Expenses

Up

$118,130

Up $13,001 (+12%) from 2014

Net Income

Down

-$30,976

Down $33,571 (-1294%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,800,221Liabilities 2011: $0Net Assets 2011: $1,800,2212011Assets 2012: $1,794,718Liabilities 2012: $12012Assets 2013: $1,795,134Liabilities 2013: $0Net Assets 2013: $1,795,1342013Assets 2014: $1,797,729Liabilities 2014: $0Net Assets 2014: $1,797,7292014Assets 2015: $1,766,753Liabilities 2015: $0Net Assets 2015: $1,766,7532015Assets 2016: $1,769,543Liabilities 2016: $0Net Assets 2016: $1,769,5432016Assets 2017: $1,754,781Liabilities 2017: $0Net Assets 2017: $1,754,7812017Assets 2018: $1,772,322Liabilities 2018: $0Net Assets 2018: $1,772,3222018Assets 2019: $1,914,856Liabilities 2019: $0Net Assets 2019: $1,914,8562019Assets 2020: $1,957,414Liabilities 2020: $0Net Assets 2020: $1,957,4142020Assets 2021: $1,976,609Liabilities 2021: $0Net Assets 2021: $1,976,6092021Assets 2022: $1,924,464Liabilities 2022: $0Net Assets 2022: $1,924,4642022Assets 2023: $1,862,263Liabilities 2023: $0Net Assets 2023: $1,862,2632023Assets 2024: $1,774,287Liabilities 2024: $0Net Assets 2024: $1,774,2872024

Highlighted filing

2015

Assets$1,766,753
Liabilities$0
Net Assets$1,766,753
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $121,8722011Revenue 2012: $106,419Expenses 2012: $111,922Net Income 2012: -$5,5032012Revenue 2013: $107,427Expenses 2013: $107,011Net Income 2013: $4162013Revenue 2014: $107,724Expenses 2014: $105,129Net Income 2014: $2,5952014Revenue 2015: $87,154Expenses 2015: $118,130Net Income 2015: -$30,9762015Revenue 2016: $100,615Expenses 2016: $97,825Net Income 2016: $2,7902016Revenue 2017: $93,566Expenses 2017: $106,356Net Income 2017: -$12,7902017Revenue 2018: $127,345Expenses 2018: $107,310Net Income 2018: $20,0352018Revenue 2019: $265,924Expenses 2019: $123,390Net Income 2019: $142,5342019Revenue 2020: $170,076Expenses 2020: $127,518Net Income 2020: $42,5582020Revenue 2021: $149,329Expenses 2021: $130,134Net Income 2021: $19,1952021Revenue 2022: $88,847Expenses 2022: $140,992Net Income 2022: -$52,1452022Revenue 2023: $95,425Expenses 2023: $157,626Net Income 2023: -$62,2012023Revenue 2024: $42,597Expenses 2024: $130,573Net Income 2024: -$87,9762024

Highlighted filing

2015

Revenue$87,154
Expenses$118,130
Net Income-$30,976
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN BELLET GELBERGPres - DirectorPT$45,000-$45,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIV OF FLA LAW SCHOOL FDNSERIESTAX POLICY LECTUREPUBLICGAINESVILLE, FL, US$61,200
Paid GrantFRIENDS OF VERO BEACH DOG PARKCIVIC IMPROVEMENTPUBLICVERO BEACH, FL, US$2,500
Paid GrantINDIAN RIVER COMMUNITY FOUNDATIONCOMMUNITY BETTERMENTPUBLICVERO BEACH, FL, US$2,500
Paid GrantPANCREATIC CANCER ACTION NETWORKCANCER RESEAARCHPUBLICEL SEGUNDO, CA, US$1,500
Paid GrantHUMANE SOCIETY OF VERO BEACHANIMAL WELFAREPUBLICVERO BEACH, FL, US$1,000
Paid GrantVERO BEACH ART MUSEUMSUPPORT OF THE ARTSPUBLICVERO BEACH, FL, US$150
Paid GrantGRAND HARBOR COMMUNITY OUTREACHCOMMUNITY NEEDSPUBLICVERO BEACH, FL, US$150
Filing and Contact Details

Filer

Filer Name
Stein-gelberg Foundation Inc
EIN
20-5445726
Phone
7722267172
Address
5250 E HARBOR VILLAGE DR, VERO BEACH, FL 32967

Signing Officer

Name
Ellen Gelberg
Title
President
Phone
7722267172
Signed
2016-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Sheldon D Dagen Pa
Address
2750 N 29TH AVE STE 117, HOLLYWOOD, FL 33020
Preparer
Sheldon D Dagen CPA
Phone
9549655375
Raw XML Appendix311 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/GrantOrContributionPurposeTxt2CIVIC IMPROVEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY BETTERMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5COMMUNITY NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CANCER RESEAARCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIV OF FLA LAW SCHOOL FDN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3INDIAN RIVER COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VERO BEACH ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5GRAND HARBOR COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PANCREATIC CANCER ACTION NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43001 RIVERSIDE PARK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 644017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62141 ROSENCRANS AVE STE 7000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6EL SEGUNDO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
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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/AppliedToCurrentYearAmt043003
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt068997
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099215
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056212
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt068997
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt025
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt0528
TaxesSchedule/TaxesDetail/Amt162
TaxesSchedule/TaxesDetail/Amt22040
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1ACCOUNT FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL INCOME TAX FOR 2015
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN GELBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07722267172
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEIN-GELBERG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEI
ReturnHeader/Filer/EIN0205445726
ReturnHeader/Filer/PhoneNum07722267172
ReturnHeader/Filer/USAddress/AddressLine1Txt05250 E HARBOR VILLAGE DR
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032967
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELDON D DAGEN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02750 N 29TH AVE STE 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033020
ReturnHeader/PreparerPersonGrp/PhoneNum09549655375
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELDON D DAGEN CPA
ReturnHeader/ReturnTs02016-08-05T08:42:50-07:00
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
$1,766,753
Liabilities
$0
Net assets
$1,766,753
Revenue
$87,154
Expenses
$118,130
Net income
-$30,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.04$0.13$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.10$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.09$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.15$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.17$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.27$0.12$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.13$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.10$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.09$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.11$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$1.79$0.00$0.11$0.11$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.12