Civic Intelligence

Rock Island Refining Foundation Edgar S Joseph Trustee

990PF • Fiscal year 2015 • EIN 35-6264479

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

PO Box 90114Indianapolis, IN 46290-0114

(480) 682-7109

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

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

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

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.

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

Asset Growth

54th percentile

1.0%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

17th percentile

-26%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Up

$1,885,936

Up $19,149 (+1.0%) from 2014

Net Assets

Up

$1,885,936

Up $19,149 (+1.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$156,813

Down $54,648 (-26%) from 2014

Expenses

Up

$129,888

Up $7,346 (+6.0%) from 2014

Net Income

Down

$26,925

Down $61,994 (-70%) from 2014

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

2015

Assets$1,885,936
Liabilities$0
Net Assets$1,885,936

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

2015

Revenue$156,813
Expenses$129,888
Net Income$26,925
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.1
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
4806827109
Address
PO BOX 90114, INDIANAPOLIS, IN 46290-0114

Signing Officer

Name
Rose Stewart
Title
Administrative Director
Phone
4806827109
Signed
2016-05-06
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/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0156813
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0107003
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0109300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0109300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049810
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt049810
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt026925
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0889840
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0107003
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0147668
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07115
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0109300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0129888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0156813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0156813
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09145
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0277237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1505600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1105961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1105961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0278007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1611561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0107003
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt026925
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07776
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01893712
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01866787
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01885936
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0110593
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0110593
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0110593
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0112070
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01477
IRS990PF/DistributableAmountGrp/TotalTaxAmt01477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01659
IRS990PF/FMVAssetsEOYAmt02157458
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0659
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0544
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0659
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0659
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01674845
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01674845
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08784
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08045
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0331242
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0291531
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0283200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0807966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0958234
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01225703
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010684
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010684
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024486
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0191942
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0211091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0140338
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt051163
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt051163
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01866787
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01885936
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02157458
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01866787
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01885936
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01866787
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01885936
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0567229
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0565620
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0564202
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02275531
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123571
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02151960
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034133
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0112070
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02241398
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02275531
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/AdjNetVlNoncharitableAssetsAmt091763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt093240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0103051

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