Civic Intelligence

Schlein Foundation Inc.

990PF • Fiscal year 2016 • EIN 81-0554696

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

Organization Profile
8321 East Joshua Tree LaneScottsdale, AZ 85250

(212) 453-2500

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

50th percentile

2.0%

Higher net margin than 50% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-27%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,439,966

Up $4,572 (+0.1%) from 2015

Net Assets

Up

$3,439,966

Up $4,572 (+0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin50th percentile

Revenue

Down

$228,672

Down $84,327 (-27%) from 2015

Expenses

Down

$224,100

Down $21,845 (-8.9%) from 2015

Net Income

Down

$4,572

Down $62,482 (-93%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2016

Assets$3,439,966
Liabilities$0
Net Assets$3,439,966
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$228,672
Expenses$224,100
Net Income$4,572
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
Schlein Foundation Inc
EIN
81-0554696
In Care Of
% JEFFREY G SCHLEIN
Address
8321 EAST JOSHUA TREE LANE, SCOTTSDALE, AZ 85250

Signing Officer

Name
Jeffery G Schlein
Title
Secretary/Treasurer
Phone
4189051786
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Spielman Koenigsberg & Parker LLP
Address
1745 Broadway - 18th Floor, New York, NY 10019
Preparer
Gary S Parker
Phone
2124532500
Raw XML AppendixShowing 400 of 435 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Substantial Contributors
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Substantial Contributors
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0JEFFREY G. SCHLEIN 8321 East Joshua Tree Lane Scottsdale, AZ 85250
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT TERM CAPITAL GAIN FROM MLP'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,676 SHS AGL RESOURCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BLACKSTONE GROUP LP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6500 SHS MERRILL LYNCH & CO.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71,000 SHS PEPCO HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc833 SHS RMR GROUP INC
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09160
IRS990PF/FMVAssetsEOYAmt04270962
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028614
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0106540
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0106540
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0299991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0324803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0320552
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03106789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03008623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03843870
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03435394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03439966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04270962
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03435394
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03439966
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03435394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03439966
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03435394
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03439966
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04083563
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt067577
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04015986
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061253
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0201116
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04022310
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04083563
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08321 EAST JOSHUA TREE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18321 EAST JOSHUA TREE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28321 EAST JOSHUA TREE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285250
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0246749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0248859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0235550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0218950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0185350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0158100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0384955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.061345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.107547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04022310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04121716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04284274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03941025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03601932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03579409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0214350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.306726
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0214350
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0214350
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0214350
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/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/AddressLine1Txt08321 E JOSHUA TREE LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SCOTTSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085250
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JEFFREY 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/Amt0214350
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/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08321 EAST JOSHUA TREE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085250
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0214350
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/AppliedToCurrentYearAmt0196896
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014493
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0196896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02961
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0214350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02961
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02961
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014493
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JEFFREY G SCHLEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08321 East Joshua Tree Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Scottsdale
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085250
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS THRU MLP'S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt098
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt281
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME FROM MLP'S
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03667
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03667
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt133
TaxesSchedule/TaxesDetail/Amt05977
TaxesSchedule/TaxesDetail/Amt1556
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,439,966
Liabilities
$0
Net assets
$3,439,966
Revenue
$228,672
Expenses
$224,100
Net income
$4,572
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