Civic Intelligence

Rock Island Refining Foundation Edgar S Joseph Trustee

990PF • Fiscal year 2014 • EIN 35-6264479

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 23, 2015

PO Box 90114Indianapolis, IN 46290-0114

(317) 695-7948

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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,866,787

Up $88,919 (+5.0%) from 2013

Net Assets

Up

$1,866,787

Up $88,919 (+5.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$211,461

Up $30,917 (+17%) from 2013

Expenses

Up

$122,542

Up $13,638 (+13%) from 2013

Net Income

Up

$88,919

Up $17,279 (+24%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,706,228Liabilities 2012: $0Net Assets 2012: $1,706,2282012Assets 2013: $1,777,868Liabilities 2013: $0Net Assets 2013: $1,777,8682013Assets 2014: $1,866,787Liabilities 2014: $0Net Assets 2014: $1,866,7872014Assets 2015: $1,885,936Liabilities 2015: $0Net Assets 2015: $1,885,9362015Assets 2016: $1,713,960Liabilities 2016: $0Net Assets 2016: $1,713,9602016Assets 2017: $1,851,925Liabilities 2017: $0Net Assets 2017: $1,851,9252017Assets 2018: $1,757,575Liabilities 2018: $0Net Assets 2018: $1,757,5752018Assets 2019: $1,729,569Liabilities 2019: $0Net Assets 2019: $1,729,5692019Assets 2020: $1,659,196Liabilities 2020: $0Net Assets 2020: $1,659,1962020Assets 2022: $1,816,496Liabilities 2022: $0Net Assets 2022: $1,816,4962022

Highlighted filing

2014

Assets$1,866,787
Liabilities$0
Net Assets$1,866,787

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $98,7672012Revenue 2013: $180,544Expenses 2013: $108,904Net Income 2013: $71,6402013Revenue 2014: $211,461Expenses 2014: $122,542Net Income 2014: $88,9192014Revenue 2015: $156,813Expenses 2015: $129,888Net Income 2015: $26,9252015Revenue 2016: $194,916Expenses 2016: $367,606Net Income 2016: -$172,6902016Revenue 2017: $210,317Expenses 2017: $122,248Net Income 2017: $88,0692017Revenue 2018: $87,838Expenses 2018: $116,773Net Income 2018: -$28,9352018Revenue 2019: $99,948Expenses 2019: $113,742Net Income 2019: -$13,7942019Revenue 2020: $42,968Expenses 2020: $111,712Net Income 2020: -$68,7442020Revenue 2022: $222,736Expenses 2022: $119,200Net Income 2022: $103,5362022

Highlighted filing

2014

Revenue$211,461
Expenses$122,542
Net Income$88,919
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 23, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDGAR S JOSEPHTrustee-$0--
NORMA WINKLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rock Island Refining Foundation
EIN
35-6264479
Phone
3176957948
Address
PO BOX 90114, INDIANAPOLIS, IN 46290-0114

Signing Officer

Name
Tammy Stockton
Title
Administrative Director
Phone
3176957948
Signed
2015-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
David a Resnick
Phone
3175802000
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0105077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0122542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0211461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0211461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02077
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0483630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0157984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0157984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0641614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0158495
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt088919
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01866787
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01777868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01866787
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0107626
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0107626
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0107626
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0109652
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02026
IRS990PF/DistributableAmountGrp/TotalTaxAmt02026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01724
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03724
IRS990PF/FMVAssetsEOYAmt02282152
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0544
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0544
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0544
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01674845
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01674845
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07452
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08784
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0356962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0331242
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0324787
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0762286
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0807966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01212526
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt069664
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010684
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027349
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0103023
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0191942
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt038698
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0140338
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0140338
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01777868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01866787
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02282152
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01777868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01866787
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01777868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01866787
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0542806
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0567229
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0567824
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02226445
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0126183
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02100262
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033397
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0109652
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02193048
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02226445
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDGAR S JOSEPH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NORMA WINKLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08512 BENT TREE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18680 WILLIAMSHIRE WEST DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt082290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt084316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt092139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt081147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt070000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt060500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt051000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.042554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.033064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.029907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02193048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02053717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01906929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01880394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01829799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01705311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0105077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.187616
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0103051
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0105077
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02026

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