Civic Intelligence

Rock Island Refining Foundation Edgar S Joseph Trustee

990PF • Fiscal year 2017 • EIN 35-6264479

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 09, 2018

Organization Profile
945 N Pasadena Unit 23Mesa, AZ 85201

(480) 682-7109

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

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

57th percentile

7.9%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,851,925

Up $137,965 (+8.0%) from 2016

Net Assets

Up

$1,851,925

Up $137,965 (+8.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin87th percentile

Revenue

Up

$210,317

Up $15,401 (+7.9%) from 2016

Expenses

Down

$122,248

Down $245,358 (-67%) from 2016

Net Income

Up

$88,069

Up $260,759 (+151%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2017

Assets$1,851,925
Liabilities$0
Net Assets$1,851,925
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

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

2017

Revenue$210,317
Expenses$122,248
Net Income$88,069
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMA WINKLERAdmin Direct-$0--
Filing and Contact Details

Filer

Filer Name
Rock Island Refining Foundation
EIN
35-6264479
Phone
4806827109
Address
945 N PASADENA UNIT 23, MESA, AZ 85201

Signing Officer

Name
Norma Winkler
Title
Admin Director
Phone
4806827109
Signed
2018-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Mga
Address
3901 W 86TH ST STE 330, INDIANAPOLIS, IN 46268-1797
Preparer
Sara E Smith
Phone
3176147299
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt033522
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0118752
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt048983
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt09060
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0152274
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt058043
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0210317
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt058507
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0167735
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt033522
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033522
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033522
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt088069
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01078870
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt09060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09060
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0167735
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0202233
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt015925
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08900
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0330
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt058507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0122248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0210317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0210317
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0246425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1571754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt292956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1101714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt248983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1101714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0262350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1673468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2141939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED FIDELITY 1773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED FIDELITY 1773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED FIDELITY 1773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0167735
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015925
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt088069
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt049896
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01851925
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01713960
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01851925
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt097573
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt097573
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt097573
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0101618
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04045
IRS990PF/DistributableAmountGrp/TotalTaxAmt04045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04045
IRS990PF/FMVAssetsEOYAmt02079088
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01674845
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01724741
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03952
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt083740
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt083740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0130498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0127583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0127327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0736879
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0440306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0659384
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0316603
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0755316
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0764390
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt039115
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0127184
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt036499
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt061810
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt061810
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01713960
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01851925
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02079088
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01713960
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01851925
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01713960
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01851925
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0489189
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0383170
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0382437
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02063318
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt093000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01970318
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030950
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0101618
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02032368
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02063318
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORMA WINKLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0ADMIN DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0945 N PASADENA UNIT 23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MESA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085201
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0143587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0145609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0348136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0107823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0103051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt092139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt081147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.070650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.170734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02032368

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,851,925
Liabilities
$0
Net assets
$1,851,925
Revenue
$210,317
Expenses
$122,248
Net income
$88,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.22$0.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04$0.11$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.10$0.11$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.09$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.21$0.12$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.19$0.37$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.16$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.21$0.12$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.18$0.11$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.10