Civic Intelligence

The Jack Stein Memorial Fund

990 • Fiscal year 2014 • EIN 54-7163023

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileN/A
5607 Glenridge Dr Suite 200Atlanta, GA 30342

(678) 892-6960

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1925%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$260,772

Up $48,761 (+23%) from 2013

Net Assets

Up

$260,770

Up $53,017 (+26%) from 2013

Liabilities

Down

$2

Down $4,256 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

Up

$69,137

Up $65,722 (+1925%) from 2013

Expenses

Up

$16,120

Up $8,237 (+104%) from 2013

Net Income

Up

$53,017

Up $57,485 (+1287%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2013: $212,011Liabilities 2013: $4,258Net Assets 2013: $207,7532013Assets 2014: $260,772Liabilities 2014: $2Net Assets 2014: $260,7702014Assets 2015: $256,526Liabilities 2015: $2Net Assets 2015: $256,5242015Assets 2017: $240,535Liabilities 2017: $0Net Assets 2017: $240,5352017Assets 2018: $237,767Liabilities 2018: $0Net Assets 2018: $237,7672018Assets 2019: $218,371Liabilities 2019: $0Net Assets 2019: $218,3712019Assets 2020: $216,329Liabilities 2020: $0Net Assets 2020: $216,3292020Assets 2021: $217,400Liabilities 2021: $0Net Assets 2021: $217,4002021Assets 2022: $215,957Liabilities 2022: $0Net Assets 2022: $215,9572022Assets 2023: $216,000Liabilities 2023: $0Net Assets 2023: $216,0002023Assets 2024: $214,587Liabilities 2024: $0Net Assets 2024: $214,5872024

Highlighted filing

2014

Assets$260,772
Liabilities$2
Net Assets$260,770
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2013: $3,415Expenses 2013: $7,883Net Income 2013: -$4,4682013Revenue 2014: $69,137Expenses 2014: $16,120Net Income 2014: $53,0172014Revenue 2015: -$945Expenses 2015: $3,301Net Income 2015: -$4,2462015Revenue 2017: -$1,553Expenses 2017: $6,377Net Income 2017: -$7,9302017Revenue 2018: $3,649Expenses 2018: $6,417Net Income 2018: -$2,7682018Revenue 2019: -$11,989Expenses 2019: $7,407Net Income 2019: -$19,3962019Revenue 2020: $2,747Expenses 2020: $4,789Net Income 2020: -$2,0422020Revenue 2021: $5,471Expenses 2021: $4,400Net Income 2021: $1,0712021Revenue 2022: $1,396Expenses 2022: $2,839Net Income 2022: -$1,4432022Revenue 2023: $2,955Expenses 2023: $2,912Net Income 2023: $432023Revenue 2024: $1,553Expenses 2024: $2,966Net Income 2024: -$1,4132024

Highlighted filing

2014

Revenue$69,137
Expenses$16,120
Net Income$53,017
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$114,376
Mission and Program Overview

Mission

To provide support to religious, charitable, scientific, literary, and educational organizations.

CHARITABLE TRUST

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$207,753$260,770▲ $53,017
Investments Other Securities$123,169$126,028▲ $2,859
Investments in Publicly Traded Securities$66,567$78,269▲ $11,702
Savings and Temporary Cash Investments$22,262$56,472▲ $34,210
Cash and Non-Interest-Bearing Accounts$10--
Accounts Receivable$3$3→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$212,011$260,772▲ $48,761
Liabilities
Other Liabilities$4,080$0▼ $4,080
Accounts Payable and Accrued Expenses$178$2▼ $176
Total Liabilities$4,258$2▼ $4,256
Net Assets / Fund Balance
Total Net Assets Fund Balance$207,753$260,770▲ $53,017
Total Liabilities and Net Assets / Fund Balance$212,011$260,772▲ $48,761

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$38,733--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jeffrey L SteinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$71,614
Other Revenue
$-2,477
Change in Net Assets
$53,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,645
Other Expenses$2,475
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,645--$13,645
Fees for Services Accounting-$516-$516
Advertising-$124-$124
Other Expenses-$105-$105
Total Functional Expenses$13,645$2,475$0$16,120
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“This is a nonexempt charitable trust under sec. 4947(a)(1). The governing body consists of a sole trustee. Meetings are not required by the trust document.”

Form 990, Part VI, Section A, Line 8B

“This is a nonexempt charitable trust under sec. 4947(a)(1). The governing body consists of a sole trustee. There are no committees with the authority to act on behalf of the trustee.”

Form 990, Part VI, Section B, Line 11

“This is a nonexempt charitable trust under sec. 4947(a)(1). The form 990 will be reviewed by the trustee before its filing.”

Form 990, Part VI, Section C, Line 19

“Information will be presented to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Jack Stein Memorial Fund
EIN
54-7163023
Phone
6788926960
Address
5607 GLENRIDGE DR SUITE 200, ATLANTA, GA 30342

Signing Officer

Name
Jeffrey Stein
Title
Trustee
Phone
6788926960
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey L Stein
Formed
1970
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Wall Einhorn & Chernitzer Pc
Address
150 W MAIN ST SUITE 1200, NORFOLK, VA 23510
Preparer
Philip E Redman
Phone
7576254700
Raw XML AppendixShowing 400 of 487 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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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd80
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd110
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd120
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd130
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd140
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd150
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd160
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd170
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd180
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd190
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc39
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc42
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc52
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc62
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc72
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc82
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc92
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc102
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc111
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc122
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc132
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc142
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc152
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc162
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc172
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc182
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc192
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt100
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt120
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt130
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt140
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt150
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt160
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt170
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt180
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt190
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2150
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3120
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt6500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt7100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt8575
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt9650
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt112345
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt12600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt132000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt14500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt153155
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt16900
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt17150
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt18500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt19400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HARVARD COLLEGE FUND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WEILL CORNELL MEDICAL COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2NORFOLK ACADEMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3KENNEDY CENTER MEMBERSHIP
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4NORWOOD SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5TUFTS UNIVERSITY HILLEL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6NER ISRAEL RABBINICAL COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7BALTIMORE WASHINGTON INSTITUTION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8SHAAREI ARAZIM
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9YESHIVA OHR YISRAEL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt10TORAH DAY SCHOOL OF ATLANTA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt11WASHINGTON HEBREW CONGREGATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt12TEMIMA HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt13ATLANTA JEWISH ACADEMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt14BAIS YAAKOV HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt15BETH EMET
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt16CONGREGATION BAIS TORAH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt17UVA LAW SCHOOL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt18YESHIVA OHR REUVEN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt19YESHIVA SPRING VALLEY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt013645
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011864
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt130403
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt215468
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt318877
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt410683
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt538733
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DOMINION RESOURCES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ENDEAVOR INTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MFS LIMITED MATURITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3NORTHERN DYNASTY
IRS990ScheduleD/OtherSecuritiesGrp/Desc4NOVAGOLD RESOURCES
IRS990ScheduleD/OtherSecuritiesGrp/Desc5LIGHTSTREAM RESOURCES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0126028

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,772
Liabilities
$2
Net assets
$260,770
Revenue
$69,137
Expenses
$16,120
Net income
$53,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.02$0.03$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.01$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.03$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.12$0.07$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.04$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.02$0.06$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.01$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.69$0.16$0.53
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.04$2.08$0.03$0.08$0.04