Civic Intelligence

Fromstein Foundation Ltd

990PF • Fiscal year 2011 • EIN 39-1287508

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 10, 2011

5205 N Ironwood Rd No 10053217
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,505,050

No earlier filing loaded for comparison.

Net Assets

$1,505,050

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$452,662

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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 2011: $1,505,050Liabilities 2011: $0Net Assets 2011: $1,505,0502011Assets 2012: $1,264,193Liabilities 2012: $0Net Assets 2012: $1,264,1932012Assets 2013: $1,556,102Liabilities 2013: $3,375Net Assets 2013: $1,552,7272013Assets 2014: $1,451,976Liabilities 2014: $1Net Assets 2014: $1,451,9762014Assets 2015: $1,422,764Liabilities 2015: $1Net Assets 2015: $1,422,7642015Assets 2016: $1,857,288Liabilities 2016: $1Net Assets 2016: $1,857,2882016Assets 2017: $1,851,090Liabilities 2017: $0Net Assets 2017: $1,851,0902017Assets 2018: $1,844,040Liabilities 2018: $0Net Assets 2018: $1,844,0402018Assets 2019: $1,817,332Liabilities 2019: $0Net Assets 2019: $1,817,3322019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2011

Assets$1,505,050
Liabilities$0
Net Assets$1,505,050

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $452,6622011Expenses 2012: $385,0922012Revenue 2013: $612,738Expenses 2013: $324,204Net Income 2013: $288,5342013Revenue 2014: $145,711Expenses 2014: $246,462Net Income 2014: -$100,7512014Revenue 2015: $71,421Expenses 2015: $100,633Net Income 2015: -$29,2122015Revenue 2016: $514,305Expenses 2016: $79,781Net Income 2016: $434,5242016Revenue 2017: $71,197Expenses 2017: $77,395Net Income 2017: -$6,1982017Revenue 2018: $68,396Expenses 2018: $75,446Net Income 2018: -$7,0502018Revenue 2019: $13,885Expenses 2019: $40,593Net Income 2019: -$26,7082019Revenue 2020: $254,609Expenses 2020: $2,071,941Net Income 2020: -$1,817,3322020

Highlighted filing

2011

Revenue-
Expenses$452,662
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 10, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL S FROMSTEINPresident/Treasurer-$0--
LITA N FROMSTEINVice President/Secretary-$0--
JANE F HENLEYDirector-$0--
JOHN L FROMSTEINDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMILWAUKEE JEWISH FEDERATION INCCHARITABLEPUBLIC CHARITYMILWAUKEE, WI, US$371,650
Paid GrantJEWISH FEDERATION OF PALM BEACH COUNTYCHARITABLEPUBLIC CHARITYWEST PALM BEACH, FL, US$31,000
Paid GrantUNITED WAY OF GREATER MILWAUKEECHARITABLEPUBLIC CHARITYMILWAUKEE, WI, US$15,000
Paid GrantPLANNED PARENTHOOD OF WISCONSIN INCCHARITABLEPUBLIC CHARITYMILWAUKEE, WI, US$5,000
Paid GrantUNITED PERFORMING ARTS FUNDCHARITABLEPUBLIC CHARITYMILWAUKEE, WI, US$5,000
Paid GrantPLANNED PARENTHOOD OF SOUTH FLORIDACHARITABLEPUBLIC CHARITYWEST PALM BEACH, FL, US$3,000
Paid GrantAMERICAN FRIENDS OF THE HEBREW UNIVERSITYCHARITABLEPUBLIC CHARITYNEW YORK, NY, US$2,500
Paid GrantJEWISH FAMILY SERVICESCHARITABLEPUBLIC CHARITYMILWAUKEE, WI, US$2,000
Paid GrantTOWN OF PALM BEACH UNITED WAY INCCHARITABLEPUBLIC CHARITYPALM BEACH, FL, US$2,000
Paid GrantPALM BEACH COUNTRY CLUB FOUNDATIONCHARITABLEPUBLIC CHARITYPALM BEACH, FL, US$1,000
Paid GrantMPTV FRIENDSCHARITABLEPUBLIC CHARITYMILWAUKEE, WI, US$450
Filing and Contact Details

Filer

EIN
39-1287508
Raw XML AppendixShowing 400 of 451 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1553214
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21140520
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INVESTMENTS AT MORGAN STANLEY SMITH BARNEY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1INVESTMENTS AT NEUBERGER BERMAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2INVESTMENTS AT ROBERT W BAIRD & CO INC
InvestmentsOtherSchedule2/InvestmentsOther/BookValue050037
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0BCC HOLDINGS II LLC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES - NEUBERGER BERMAN (JP MORGAN CLEARING CORP)
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MITCHELL S FROMSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LITA N FROMSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JANE F HENLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOHN L FROMSTEIN
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