Civic Intelligence

Stein Gelberg Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-5445726

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
4777 Four Lakes Cir SWVero Beach, FL 32968

(772) 226-7172

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$40,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 42.8% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-7.0%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,754,781

Down $14,762 (-0.8%) from 2016

Net Assets

Down

$1,754,781

Down $14,762 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin20th percentile

Revenue

Down

$93,566

Down $7,049 (-7.0%) from 2016

Expenses

Up

$106,356

Up $8,531 (+8.7%) from 2016

Net Income

Down

-$12,790

Down $15,580 (-558%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$1,754,781
Liabilities$0
Net Assets$1,754,781
Open 2017 Filing

Operations Trend

Revenue Growth24th 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

2017

Revenue$93,566
Expenses$106,356
Net Income-$12,790
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN B GELBERGPresidentPT$40,000-$40,000
Filing and Contact Details

Filer

Filer Name
Stein-gelberg Foundation Inc
EIN
20-5445726
Address
4777 FOUR LAKES CIR SW, VERO BEACH, FL 32968

Signing Officer

Name
Ellen B Gelberg
Title
President
Phone
7722267172
Signed
2018-05-11
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 Appendix282 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038216
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt061784
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104026
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065810
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061784
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01972
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CORRECTION OF A PRIOR PERIOD ERROR
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AMERIGAS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-857
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-857
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02856
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02856
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN B GELBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07722267172
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEIN-GELBERG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEI
ReturnHeader/Filer/EIN0205445726
ReturnHeader/Filer/USAddress/AddressLine1Txt04777 FOUR LAKES CIR SW
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032968
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0345EBEF373254B3F2B3ACEB5BE933DEC5EA39742
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0345EBEF373254B3F2B3ACEB5BE933DEC5EA39742
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06575622018131zq3htuz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.26.9.254
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTm014:33:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650340696
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/PreparerPersonNm0SHELDON D DAGEN CPA
ReturnHeader/ReturnTs02018-05-11T08:21:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,754,781
Liabilities
$0
Net assets
$1,754,781
Revenue
$93,566
Expenses
$106,356
Net income
-$12,790
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