Civic Intelligence

Barbara a Stiefel Foundation Inc.

990PF • Fiscal year 2018 • EIN 27-0878154

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

200 S Biscayne Blvd 7th FloorMiami, FL 33131

(305) 379-9164

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-931700%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-98%

Faster asset growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$21,723

Down $1,036,165 (-98%) from 2017

Net Assets

Down

$21,723

Down $1,036,165 (-98%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$5

Down $78,924 (-100%) from 2017

Expenses

Down

$46,590

Down $858,404 (-95%) from 2017

Net Income

Up

-$46,585

Up $779,480 (+94%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,498,483Liabilities 2011: $0Net Assets 2011: $1,498,4832011Assets 2012: $890,021Liabilities 2012: $0Net Assets 2012: $890,0212012Assets 2013: $924,827Liabilities 2013: $0Net Assets 2013: $924,8272013Assets 2014: $2,787,467Liabilities 2014: $0Net Assets 2014: $2,787,4672014Assets 2015: $2,727,369Liabilities 2015: $0Net Assets 2015: $2,727,3692015Assets 2016: $1,873,953Liabilities 2016: $0Net Assets 2016: $1,873,9532016Assets 2017: $1,057,888Liabilities 2017: $0Net Assets 2017: $1,057,8882017Assets 2018: $21,723Liabilities 2018: $0Net Assets 2018: $21,7232018Assets 2019: $21,422Liabilities 2019: $0Net Assets 2019: $21,4222019Assets 2020: $132,044Liabilities 2020: $0Net Assets 2020: $132,0442020Assets 2021: $31,199Liabilities 2021: $0Net Assets 2021: $31,1992021Assets 2022: $156,163Liabilities 2022: $0Net Assets 2022: $156,1632022Assets 2023: $198,964Liabilities 2023: $0Net Assets 2023: $198,9642023Assets 2024: $180,850Liabilities 2024: $0Net Assets 2024: $180,8502024

Highlighted filing

2018

Assets$21,723
Liabilities$0
Net Assets$21,723

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $766,0512011Expenses 2012: $702,2262012Revenue 2013: $422,614Expenses 2013: $382,316Net Income 2013: $40,2982013Revenue 2014: $2,822,172Expenses 2014: $953,703Net Income 2014: $1,868,4692014Revenue 2015: $125,329Expenses 2015: $185,113Net Income 2015: -$59,7842015Revenue 2016: $56,539Expenses 2016: $910,498Net Income 2016: -$853,9592016Revenue 2017: $78,929Expenses 2017: $904,994Net Income 2017: -$826,0652017Revenue 2018: $5Expenses 2018: $46,590Net Income 2018: -$46,5852018Revenue 2019: $10,013Expenses 2019: $10,314Net Income 2019: -$3012019Revenue 2020: $193,594Expenses 2020: $82,972Net Income 2020: $110,6222020Revenue 2021: $235,102Expenses 2021: $335,947Net Income 2021: -$100,8452021Revenue 2022: $1,200,059Expenses 2022: $1,075,095Net Income 2022: $124,9642022Revenue 2023: $414,681Expenses 2023: $371,880Net Income 2023: $42,8012023Revenue 2024: $688,001Expenses 2024: $706,115Net Income 2024: -$18,1142024

Highlighted filing

2018

Revenue$5
Expenses$46,590
Net Income-$46,585
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara A StiefelPresident/Treasurer/Director-$0--
Christine E StiefelVice President/Director-$0--
Erik SchmollingerSecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Barbara A Stiefel Foundation Inc
EIN
27-0878154
In Care Of
% ADAM COHEN CPA
Phone
3053799164
Address
200 S Biscayne Blvd 7th Floor, Miami, FL 33131

Signing Officer

Name
Erik Schmollinger
Title
Secretary
Phone
3053799164
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Berkowitz Pollack Brant
Address
200 S BISCAYNE BLVD 7th FL, MIAMI, FL 33131
Preparer
Adam Cohen CPA
Phone
3053797000
Raw XML Appendix293 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barbara A Stiefel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christine E Stiefel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Erik Schmollinger
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President/Director
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt01105
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0873566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0833356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0809587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0316716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0316716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02576439
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0873566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0833356
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0809587
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038895
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02893155
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02854260
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0989580
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0277
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0277
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BalanceDueAmt00
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerPersonNm0BARBARA A STIEFEL
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanOriginalAmt0300000
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanPurposeTxt0DEPOSIT IN TRANSIT
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/NoteDt02014-10
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/RepaymentTermsTxt0ON DEMAND
TaxesSchedule/TaxesDetail/Amt01313
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK SCHMOLLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum03053799164
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barbara A Stiefel Foundation Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Berkowitz Pollack Brant
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0270878154
ReturnHeader/Filer/InCareOfNm0% ADAM COHEN CPA
ReturnHeader/Filer/PhoneNum03053799164
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 S Biscayne Blvd 7th Floor
ReturnHeader/Filer/USAddress/CityNm0Miami
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERKOWITZ POLLACK BRANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 S BISCAYNE BLVD 7th FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033131
ReturnHeader/PreparerPersonGrp/PhoneNum03053797000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Cohen CPA
ReturnHeader/ReturnTs02019-11-15T07:28:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.69$0.71$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.41$0.37$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.20$1.08$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.24$0.34$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.19$0.08$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.90$0.83
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.91$0.85
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.13$0.19$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$2.82$0.95$1.87
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.42$0.38$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.70
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.77