Civic Intelligence

Schlein Foundation Inc.

990PF • Fiscal year 2018 • EIN 81-0554696

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 31, 2019

Organization Profile
8321 East Joshua Tree LaneScottsdale, AZ 85250

(201) 262-1100

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

8th percentile

-61%

Higher net margin than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.0%

Faster asset growth than 36% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,336,722

Down $67,588 (-2.0%) from 2017

Net Assets

Down

$3,336,722

Down $67,588 (-2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin8th percentile

Revenue

Down

$111,372

Down $15,307 (-12%) from 2017

Expenses

Up

$178,960

Up $16,625 (+10%) from 2017

Net Income

Down

-$67,588

Down $31,932 (-90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2018

Assets$3,336,722
Liabilities$0
Net Assets$3,336,722
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$111,372
Expenses$178,960
Net Income-$67,588
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 31, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA S SCHLEINPresident-$0--
JEFFREY G SCHLEINSecretary/Treasurer-$0--
JENNIFER PODHAJSKYVice President-$0--
Filing and Contact Details

Filer

Filer Name
Schlein Foundation Inc
EIN
81-0554696
In Care Of
% JEFFREY G SCHLEIN
Phone
2012621100
Address
8321 EAST JOSHUA TREE LANE, SCOTTSDALE, AZ 85250

Signing Officer

Name
Jeffery G Schlein
Title
Secretary/Treasurer
Phone
4189051786
Signed
2019-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Spielman Koenigsberg & Parker LLP
Address
1675 Broadway - 20th Floor, New York, NY 10019
Preparer
Gary S Parker
Phone
2124532500
Raw XML AppendixShowing 400 of 495 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Substantial Contributors
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0JEFFREY G. SCHLEIN 8321 East Joshua Tree Lane Scottsdale, AZ 85250
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM CAPITAL GAINS FROM MLP'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT TERM CAPITAL GAINS FROM MLP'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225,000 SHS PENNEY (JC) CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3415 SHS ANNALY CAPITAL MMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,000 SHS BOARDWALK PIPELINE PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,000 SHS CITIGROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121,000 SHS COUNTRYWIDE CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc134,000 SHS HUGOTON ROYALTY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14KKR & CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15KKR & CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161,108 SHS VORNADO REALTY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17892 SHS VORNADO REALTY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc180.36 SHS WILLIAMS COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19606 SHS WILLIAMS PARTNERS MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc200.20 SHS WINSTREAM HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2125,000 SHS GENWORTH FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2225,000 SHS ESCROW PEABODY ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24MLP SEC. 1231 LOSSES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25MLP SEC. 1250 GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-94236
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt035
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-67588
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03336722
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03404310
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03336722
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0201271
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0201271
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0201271
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0205098
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03827
IRS990PF/DistributableAmountGrp/TotalTaxAmt03827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01471
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06471
IRS990PF/FMVAssetsEOYAmt03928715
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0102256
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt095293
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt095293
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0325942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0328226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0311184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02976112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02913203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03522238
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03404310
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03336722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03928715
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03404310
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03336722
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03404310
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03336722
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03404310
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03336722
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04164429
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt098775
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04065654
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062466
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0205098
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04101963
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04164429
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
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/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
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/AdjNetVlNoncharitableAssetsAmt0201390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0203303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0157600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0214350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0235550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0218950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0185350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.036904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04101963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04270519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04022310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04121716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04284274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03941025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0161700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24548
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0161700
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0161700
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0161700
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,336,722
Liabilities
$0
Net assets
$3,336,722
Revenue
$111,372
Expenses
$178,960
Net income
-$67,588
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