Civic Intelligence

Rock Island Refining Foundation Edgar S Joseph Trustee

990PF • Fiscal year 2020 • EIN 35-6264479

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-160%

Higher net margin than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

19th percentile

-4.1%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-57%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,659,196

Down $70,373 (-4.1%) from 2019

Net Assets

Down

$1,659,196

Down $70,373 (-4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$42,968

Down $56,980 (-57%) from 2019

Expenses

Down

$111,712

Down $2,030 (-1.8%) from 2019

Net Income

Down

-$68,744

Down $54,950 (-398%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$1,659,196
Liabilities$0
Net Assets$1,659,196
Open 2020 Filing

Operations Trend

Revenue Growth8th 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

2020

Revenue$42,968
Expenses$111,712
Net Income-$68,744
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-04-22
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/CategoryOrItemTxt24FEDERATED HERMES INTL EQ LC IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VANGUARD EMERG MKTS SELECT STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VANGUARD HI YIELD CORP ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27SPDR SERIES TR S&P 600 SMCP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt330811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt419167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt558606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt662951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt757776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt835410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt983272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1055617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1111005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1316144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1428263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1536063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1628192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1726277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1818590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1963661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2012532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2132857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2261887
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt030812
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02279
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-517
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt010394
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt033091
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09877
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt042968
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt041206
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02279
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt096000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt096000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt030812
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt030812
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt030812
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-68744
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0609640
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010394
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010394
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010394
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01762
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt041206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt096000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0111712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt043485
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt042968
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07682
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02279
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-68744
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01629
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01660825
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01729569
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01659196
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt096845
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt096845
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt096845
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt097343
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0498
IRS990PF/DistributableAmountGrp/TotalTaxAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt02005352
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01645114
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01643485
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017770
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012403
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012403
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0101327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt076606
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt078246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0470451
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0458313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0660274
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0715691
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0692754
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0829184
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt084455
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015711
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010974
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt055625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt055625
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01729569
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01659196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02005352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01729569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01659196
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01729569
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01659196
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0413356
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0363495
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0369620
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01976500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt048386
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01928114
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029648
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt097343
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01946852
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01976500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,659,196
Liabilities
$0
Net assets
$1,659,196
Revenue
$42,968
Expenses
$111,712
Net income
-$68,744
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
Peer Organizations

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