Civic Intelligence

The Jack Stein Memorial Fund

990 • Fiscal year 2015 • EIN 54-7163023

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 13, 2016

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.

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

100th percentile

449%

Higher net margin than 100% 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.

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

Asset Growth

43rd percentile

-1.6%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$256,526

Down $4,246 (-1.6%) from 2014

Net Assets

Down

$256,524

Down $4,246 (-1.6%) from 2014

Liabilities

Flat

$2

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$945

Down $70,082 (-101%) from 2014

Expenses

Down

$3,301

Down $12,819 (-80%) from 2014

Net Income

Down

-$4,246

Down $57,263 (-108%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2015

Assets$256,526
Liabilities$2
Net Assets$256,524
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue-$945
Expenses$3,301
Net Income-$4,246
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 13, 2016
Return Version
2015v2.1
Gross Receipts
$9,643
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$260,770$256,524▼ $4,246
Investments Other Securities$126,028$126,028→ $0
Savings and Temporary Cash Investments$56,472$65,693▲ $9,221
Investments in Publicly Traded Securities$78,269$64,802▼ $13,467
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$260,772$256,526▼ $4,246
Liabilities
Accounts Payable and Accrued Expenses$2$2→ $0
Total Liabilities$2$2→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$260,770$256,524▼ $4,246
Total Liabilities and Net Assets / Fund Balance$260,772$256,526▼ $4,246

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$38,733--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jeffrey L SteinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$750
Program Service Revenue
$0
Investment Income
$-737
Other Revenue
$-958
All Other Contributions
$750
Change in Net Assets
$-4,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,664
Other Expenses$637
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,664--$2,664
Fees for Services Accounting-$516-$516
Advertising-$112-$112
Other Expenses-$9-$9
Total Functional Expenses$2,664$637$0$3,301
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
2016-09-13
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
David M Chase
Phone
7576254700
Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS IS A NONEXEMPT CHARITABLE TRUST UNDER SEC. 4947(A)(1). THE FORM 990 WILL BE REVIEWED BY THE TRUSTEE BEFORE ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION WILL BE PRESENTED TO THE PUBLIC UPON REQUEST.
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IRS990/TotalLiabilitiesEOYAmt02
IRS990/TotalLiabilitiesGrp/BOYAmt02
IRS990/TotalLiabilitiesGrp/EOYAmt02
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0260770
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0256524
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02664
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-737
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-945
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-958
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0260772
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0256526
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05607 GLENRIDGE DR SUITE 200
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030342
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06788926960
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JACK STEIN MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0547163023
ReturnHeader/Filer/PhoneNum06788926960
ReturnHeader/Filer/USAddress/AddressLine1Txt05607 GLENRIDGE DR SUITE 200
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030342
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541517420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALL EINHORN & CHERNITZER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 W MAIN ST SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORFOLK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023510
ReturnHeader/PreparerPersonGrp/PhoneNum07576254700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M CHASE
ReturnHeader/ReturnTs02016-09-15T10:21:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$256,526
Liabilities
$2
Net assets
$256,524
Revenue
-$945
Expenses
$3,301
Net income
-$4,246
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
2015Detailed filing. Detailed filing data is available for this year.$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