Civic Intelligence

Schlein Foundation Inc.

990PF • Fiscal year 2013 • EIN 81-0554696

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile
8321 East Joshua Tree LaneSuite85250

(480) 905-1786

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

85th percentile

44%

Higher net margin than 85% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

83rd percentile

50%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,235,199

Up $151,622 (+4.9%) from 2012

Net Assets

$3,235,199

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

Up

$343,313

Up $114,068 (+50%) from 2012

Expenses

Up

$191,691

Up $29,286 (+18%) from 2012

Net Income

Up

$151,622

Up $84,782 (+127%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2013

Assets$3,235,199
Liabilities$0
Net Assets$3,235,199
Open 2013 Filing

Operations Trend

Revenue Growth83rd percentile

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

2013

Revenue$343,313
Expenses$191,691
Net Income$151,622
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA S SCHLEINPresident-$0--
JEFFREY G SCHLEINSecy/Treas-$0--
JENNIFER PODHAJSKYVice Pres-$0--
Filing and Contact Details

Filer

EIN
81-0554696
In Care Of
% JEFFREY G SCHLEIN
Phone
4809051786

Signing Officer

Name
Jeffery G Schlein
Title
Secretary/Treasurer
Phone
4809051786
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Phone
2124532500
Raw XML AppendixShowing 400 of 418 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/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SPIELMAN, KOENIGSBERG & PARKER
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Part XIII, Line 4b
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1Part VII-A, Line 10
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Footnote
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1Substantial Contributors
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The 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/GeneralExplanationGrp/MediumExplanationTxt1JEFFREY G. SCHLEIN 8321 East Joshua Tree Lane Scottsdale, AZ 85250
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1NATURAL RESOURCE PARTNERS LP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025000 SHS CSX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125000 SHS GENERAL MOTORS ACCEPTANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225000 SHS PULTE HOME CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31500 SHS ALLSTATE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41000 SHS AMERICAN INT'L GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5152 SHS CIT GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6400 SHS CITIGROUP CAPITAL PREFERRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7529 SHS EASTGROUP PROPERTIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8116 SHS EXPRESS SCRIPTS HOLDING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91000 SHS EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500 SHS GOLDMAN SACHS CAPITAL TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1139 SHS PNC FINANCIAL SERVICES GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1283 SHS TIME WARNER CABLE INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131000 SHS UNITED PARCEL SERVICES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc143000 SHS WASTE MANAGEMENT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151000 SHS XCEL ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SHORT TERM CAPITAL GAIN FROM MLPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LONG TERM CAPITAL GAIN FROM MLPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0177854
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0234
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0151622
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03083577
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03235199
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0190517
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0190517
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0190517
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0197051
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06534
IRS990PF/DistributableAmountGrp/TotalTaxAmt06534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06534
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06534
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0146808
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0121131
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0121131
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02815754
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03867071
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA S SCHLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY G SCHLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER PODHAJSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECY/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine118321 EAST JOSHUA TREE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine128321 EAST JOSHUA TREE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1SCOTTSDALE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode085250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode185250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode285250
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0216831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0220098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0158100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0384955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0132700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0130150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0123250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.107547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03941025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03601932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03579409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03399811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02882332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03122632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0185350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.275096
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0185350
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0185350
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0185350
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine108321 E JOSHUA TREE LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SCOTTSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode085250
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10JEFFREY G SCHLEIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04189051786
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0185350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PRIVATE 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.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine108321 EAST JOSHUA TREE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode085250
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0185350
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/AppliedToCurrentYearAmt0129498
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt09073
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt046779
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0190517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0185350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt09073
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061019
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046779
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JEFFREY G SCHLEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine108321 East Joshua Tree Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Scottsdale
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode085250
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt04331
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04331
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffery G Schlein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04809051786
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Schlein Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0810554696

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,235,199
Liabilities
$0
Net assets
$3,235,199
Revenue
$343,313
Expenses
$191,691
Net income
$151,622
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