Civic Intelligence

Schlein Foundation Inc.

990PF • Fiscal year 2011 • EIN 81-0554696

Jan 01, 2011 to Dec 31, 2011 • Filed on May 16, 2012

8321 East Joshua Tree Lane85250
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

25th percentile

-4.7%

Faster asset growth than 25% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,016,737

Down $149,273 (-4.7%) from 2010

Net Assets

Down

$3,016,737

Down $149,273 (-4.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$391,131

Up $257,671 (+193%) from 2010

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,166,010Liabilities 2010: $0Net Assets 2010: $3,166,0102010Assets 2011: $3,016,737Liabilities 2011: $0Net Assets 2011: $3,016,7372011Assets 2012: $3,083,577Liabilities 2012: $12012Assets 2013: $3,235,199Liabilities 2013: $0Net Assets 2013: $3,235,1992013Assets 2014: $3,368,340Liabilities 2014: $0Net Assets 2014: $3,368,3402014Assets 2015: $3,435,394Liabilities 2015: $0Net Assets 2015: $3,435,3942015Assets 2016: $3,439,966Liabilities 2016: $0Net Assets 2016: $3,439,9662016Assets 2017: $3,404,310Liabilities 2017: $0Net Assets 2017: $3,404,3102017Assets 2018: $3,336,722Liabilities 2018: $0Net Assets 2018: $3,336,7222018Assets 2019: $3,482,854Liabilities 2019: $02019Assets 2020: $3,526,350Liabilities 2020: $0Net Assets 2020: $3,526,3502020Assets 2021: $3,489,665Liabilities 2021: $0Net Assets 2021: $3,489,6652021Assets 2022: $3,449,198Liabilities 2022: $0Net Assets 2022: $3,449,1982022Assets 2023: $3,411,218Liabilities 2023: $0Net Assets 2023: $3,411,2182023Assets 2024: $3,361,277Liabilities 2024: $0Net Assets 2024: $3,361,2772024

Highlighted filing

2011

Assets$3,016,737
Liabilities$0
Net Assets$3,016,737

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $133,4602010Expenses 2011: $391,1312011Revenue 2012: $229,245Expenses 2012: $162,405Net Income 2012: $66,8402012Revenue 2013: $343,313Expenses 2013: $191,691Net Income 2013: $151,6222013Revenue 2014: $361,472Expenses 2014: $228,331Net Income 2014: $133,1412014Revenue 2015: $312,999Expenses 2015: $245,945Net Income 2015: $67,0542015Revenue 2016: $228,672Expenses 2016: $224,100Net Income 2016: $4,5722016Revenue 2017: $126,679Expenses 2017: $162,335Net Income 2017: -$35,6562017Revenue 2018: $111,372Expenses 2018: $178,960Net Income 2018: -$67,5882018Revenue 2019: $276,221Expenses 2019: $130,089Net Income 2019: $146,1322019Revenue 2020: $195,529Expenses 2020: $152,033Net Income 2020: $43,4962020Revenue 2021: $149,940Expenses 2021: $186,625Net Income 2021: -$36,6852021Revenue 2022: $244,346Expenses 2022: $284,813Net Income 2022: -$40,4672022Revenue 2023: $237,801Expenses 2023: $275,781Net Income 2023: -$37,9802023Revenue 2024: $335,624Expenses 2024: $385,565Net Income 2024: -$49,9412024

Highlighted filing

2011

Revenue-
Expenses$391,131
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 16, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA S SCHLEINPresident-$0--
JEFFREY G SCHLEINSecy/Treas-$0--
JENNIFER PODHAJSKYVice Pres-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTPRIVATE NONPROFIT ORGANIZATIONS WHOSE PRIMARY PURPOSE IS TO PROMOTE THE PRACTICE OF CHARITABLE GIVING AND VOLUNTEERING OR TO REPRESENT AND SERVE A WIDE RANGE OF PHILANTHROPIC AND CHARITABLE INSTITUTIONS.-SCOTTSDALE, AZ, US$387,250
Filing and Contact Details

Filer

EIN
81-0554696
Raw XML AppendixShowing 400 of 412 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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AccountingFeesSchedule/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0SPIELMAN, KOENIGSBERG & PARKER
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0NONE
AppliedToPriorYearElection/Election0Test
GeneralExplanationAttachment/GeneralExplanation/Explanation0The foundation elects to treat the remaining qualifying distribution as made out of the undistributed income of prior years as permitted in Regulations section 53.4942(a)-3(d)(2).
GeneralExplanationAttachment/GeneralExplanation/Identifier0Footnote
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0Part XIII, Line 4b
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BARBARA S SCHLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JEFFREY G SCHLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JENNIFER PODHAJSKY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECY/TREAS
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IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED STATEMENT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SCOTTSDALE
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IRS990PF/UndistributedIncome/AppliedToPriorYears044267
IRS990PF/UndistributedIncome/AppliedToYear10165164
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0176675
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01144
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01144
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions0387250
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01144
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IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears044267
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0165164
IRS990ScheduleB/ContributorInfo/AggregateContributions010000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1023 SLEEPY HOLLOW ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RYE BROOK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0105731045
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JEFFREY G SCHLEIN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount02
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
OtherExpensesSchedule/OtherExpenses/Description0FILING FEES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
OtherIncomeSchedule2/OtherIncome/Description0Miscellaneous Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0263
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0263
TaxesSchedule/Taxes/Amount02371
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome02371
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0810554696
ReturnHeader/Filer/InCareOfName0% JEFFREY G SCHLEIN
ReturnHeader/Filer/Name/BusinessNameLine10Schlein Foundation Inc
ReturnHeader/Filer/NameControl0SCHL
ReturnHeader/Filer/Phone04809051786
ReturnHeader/Filer/USAddress/AddressLine108321 EAST JOSHUA TREE LANE
ReturnHeader/Filer/USAddress/City0SCOTTSDALE
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085250
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-16
ReturnHeader/Officer/Name0JEFFERY SCHLEIN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.34$0.39$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.24$0.28$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.24$0.28$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.15$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.20$0.15$0.04
2019Summary only. Only limited summary data is available for this year.$3.48$0.00$0.28$0.13$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.11$0.18$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.13$0.16$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.23$0.22$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.31$0.25$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.36$0.23$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.34$0.19$0.15
2012Summary only. Only limited summary data is available for this year.$3.08$0.00$0.23$0.16$0.07
2011Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.39
2010Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.13