Civic Intelligence

The Bertram L & Iris S Wolstein Foundation

990PF • Fiscal year 2021 • EIN 34-1787262

Dec 01, 2020 to Nov 30, 2021 • Filed on Mar 17, 2022

Organization Profile
34555 Chagrin BlvdMoreland Hills, OH 44022

(440) 247-5400

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

82nd percentile

44%

Higher net margin than 82% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

33rd percentile

0.8%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$509,792

Up $4,125 (+0.8%) from 2020

Net Assets

Up

$509,792

Up $4,125 (+0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin82nd percentile

Revenue

Down

$9,339

Down $1,820 (-16%) from 2020

Expenses

Up

$5,214

Up $522 (+11%) from 2020

Net Income

Down

$4,125

Down $2,342 (-36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2016: $1,048,404Liabilities 2016: $0Net Assets 2016: $1,048,4042016Assets 2017: $495,047Liabilities 2017: $0Net Assets 2017: $495,0472017Assets 2018: $502,912Liabilities 2018: $0Net Assets 2018: $502,9122018Assets 2019: $499,200Liabilities 2019: $0Net Assets 2019: $499,2002019Assets 2020: $505,667Liabilities 2020: $0Net Assets 2020: $505,6672020Assets 2021: $509,792Liabilities 2021: $0Net Assets 2021: $509,7922021Assets 2022: $515,941Liabilities 2022: $0Net Assets 2022: $515,9412022Assets 2023: $521,895Liabilities 2023: $0Net Assets 2023: $521,8952023Assets 2024: $102,064Liabilities 2024: $0Net Assets 2024: $102,0642024

Highlighted filing

2021

Assets$509,792
Liabilities$0
Net Assets$509,792
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2016: $12,547Expenses 2016: $319,136Net Income 2016: -$306,5892016Revenue 2017: $79,172Expenses 2017: $635,851Net Income 2017: -$556,6792017Revenue 2018: $19,797Expenses 2018: $11,003Net Income 2018: $8,7942018Revenue 2019: $16,549Expenses 2019: $20,410Net Income 2019: -$3,8612019Revenue 2020: $11,159Expenses 2020: $4,692Net Income 2020: $6,4672020Revenue 2021: $9,339Expenses 2021: $5,214Net Income 2021: $4,1252021Revenue 2022: $12,252Expenses 2022: $6,103Net Income 2022: $6,1492022Revenue 2023: $15,244Expenses 2023: $9,290Net Income 2023: $5,9542023Revenue 2024: $982,183Expenses 2024: $1,402,014Net Income 2024: -$419,8312024

Highlighted filing

2021

Revenue$9,339
Expenses$5,214
Net Income$4,125
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Mar 17, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRIS S WOLSTEINPresident/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Bert & Iris Wolstein Foundation
EIN
34-1787262
Phone
4402475400
Address
34555 CHAGRIN BLVD, MORELAND HILLS, OH 44022

Signing Officer

Name
Iris S Wolstein
Title
President/trustee
Phone
4402475400
Signed
2022-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Cohen & Company Ltd
Address
OFFICES LISTED AT, WWWCOHENCPACOM, OH 44115
Preparer
Scott J Swain
Phone
8002291099
Raw XML Appendix292 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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0229425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0590636
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0590636
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01836
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0820061
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0846969
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01874
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01874
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OHIO FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRIS S WOLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04402475400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERT & IRIS WOLSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0341787262
ReturnHeader/Filer/PhoneNum04402475400
ReturnHeader/Filer/USAddress/AddressLine1Txt034555 CHAGRIN BLVD
ReturnHeader/Filer/USAddress/CityNm0MORELAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341912961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN & COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0OFFICES LISTED AT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WWWCOHENCPACOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044115
ReturnHeader/PreparerPersonGrp/PhoneNum08002291099
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT J SWAIN
ReturnHeader/ReturnTs02022-04-16T10:54:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLSTEIN
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,792
Liabilities
$0
Net assets
$509,792
Revenue
$9,339
Expenses
$5,214
Net income
$4,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.98$1.40$0.42
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.02$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.01$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.01$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.02$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.02$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.08$0.64$0.56
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.01$0.32$0.31