Civic Intelligence

Rock Island Refining Foundation Edgar S Joseph Trustee

990PF • Fiscal year 2019 • EIN 35-6264479

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,729,569

Down $28,006 (-1.6%) from 2018

Net Assets

Down

$1,729,569

Down $28,006 (-1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin22nd percentile

Revenue

Up

$99,948

Up $12,110 (+14%) from 2018

Expenses

Down

$113,742

Down $3,031 (-2.6%) from 2018

Net Income

Up

-$13,794

Up $15,141 (+52%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$1,729,569
Liabilities$0
Net Assets$1,729,569
Open 2019 Filing

Operations Trend

Revenue Growth69th 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

2019

Revenue$99,948
Expenses$113,742
Net Income-$13,794
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Sara E Smith CPA Group LLC
Address
1231 STRADFORD CT, GREENWOOD, IN 46142
Preparer
Sara E Smith
Phone
3172894850
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2252875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034468
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02614
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt049995
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt012871
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037082
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt062866
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt099948
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt047339
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt052609
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt097500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt097500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt034468
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034468
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034468
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13794
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0483023
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt012871
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012871
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012871
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt052609
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt091706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0610
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt047339
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt097500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0113742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt099948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt099948
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08242
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0162653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1231933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt235828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt140867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0161191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1272800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt246418
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/CapGainsLossTxInvstIncmGrp/SoldDt02019-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt052609
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13794
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014212
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01743781
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01757575
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01729569
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt090408
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt090408
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt090408
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt092242
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01834
IRS990PF/DistributableAmountGrp/TotalTaxAmt01834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02002
IRS990PF/FMVAssetsEOYAmt01947649
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01659326
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01645114
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017368
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017770
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0127260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0101327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0103103
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0465569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0470451
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0629159
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0693781
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0715691
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0760137
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt098249
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt084455
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041019
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010974
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010974
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01757575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01729569
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01947649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01757575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01729569
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01757575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01729569
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0412578
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0413356
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0426506
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01872938
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt043566
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01829372
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028094
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt092242
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01844844
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01872938
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,729,569
Liabilities
$0
Net assets
$1,729,569
Revenue
$99,948
Expenses
$113,742
Net income
-$13,794
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
2019Detailed filing. Detailed filing data is available for this year.$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