Civic Intelligence

Irvin M Stein Foundation

990PF • Fiscal year 2015 • EIN 42-1335741

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile
144 Golf LaneBurlington, IA 52601

(319) 752-5179

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-953%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-39%

Faster asset growth than 10% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-64%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$104,610

Down $66,062 (-39%) from 2014

Net Assets

Down

$104,610

Down $66,062 (-39%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$6,934

Down $12,186 (-64%) from 2014

Expenses

Up

$72,996

Up $59,693 (+449%) from 2014

Net Income

Down

-$66,062

Down $71,879 (-1236%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $163,900Liabilities 2010: $0Net Assets 2010: $163,9002010Assets 2011: $163,882Liabilities 2011: $0Net Assets 2011: $163,8822011Assets 2012: $161,216Liabilities 2012: $0Net Assets 2012: $161,2162012Assets 2013: $164,855Liabilities 2013: $1Net Assets 2013: $164,8552013Assets 2014: $170,672Liabilities 2014: $1Net Assets 2014: $170,6722014Assets 2015: $104,610Liabilities 2015: $0Net Assets 2015: $104,6102015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$104,610
Liabilities$0
Net Assets$104,610
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$0-$100K-$200KExpenses 2010: $12,5272010Expenses 2011: $11,1252011Expenses 2012: $10,8182012Revenue 2013: $15,602Expenses 2013: $11,963Net Income 2013: $3,6392013Revenue 2014: $19,120Expenses 2014: $13,303Net Income 2014: $5,8172014Revenue 2015: $6,934Expenses 2015: $72,996Net Income 2015: -$66,0622015Revenue 2016: -$4,618Expenses 2016: $99,992Net Income 2016: -$104,6102016

Highlighted filing

2015

Revenue$6,934
Expenses$72,996
Net Income-$66,062
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH STEINManager-$0--
Filing and Contact Details

Filer

Filer Name
Irvin M Stein Foundation
EIN
42-1335741
Address
144 GOLF LANE, BURLINGTON, IA 52601

Signing Officer

Name
Ruth Stein
Title
Manager
Signed
2016-05-12

Preparer

Firm
Menke & Company
Address
320 N 3RD ST STE 300, BURLINGTON, IA 52601-5313
Preparer
Jay W Henrich
Phone
3197532000
Raw XML Appendix299 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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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06673
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2620 N EIGHTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3217 SOUTH THIRD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41308 BROADWAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62410 MT PLEASANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WEST BURLINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd552655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd652601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072188
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06673
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04237
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04237
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074826
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01865
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072188
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065515
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079063
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013548
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0224
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0224
TaxesSchedule/TaxesDetail/Amt0109
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRVIN M STEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IRVI
ReturnHeader/Filer/EIN0421335741
ReturnHeader/Filer/USAddress/AddressLine1Txt0144 GOLF LANE
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N 3RD ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526015313
ReturnHeader/PreparerPersonGrp/PhoneNum03197532000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02016-05-13T08:42:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,610
Liabilities
$0
Net assets
$104,610
Revenue
$6,934
Expenses
$72,996
Net income
-$66,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$1.00$1.05
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.73$0.66
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.19$0.13$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.16$0.12$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.13