Civic Intelligence

Rubenstein Foundation

990PF • Fiscal year 2020 • EIN 82-5256528

Jun 01, 2019 to May 31, 2020 • Filed on Jun 01, 2020

Organization Profile
2330 Holmes RoadHouston, TX 77051

(713) 799-5732

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-459%

Higher net margin than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-8.7%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,009,642

Down $379,981 (-8.7%) from 2019

Net Assets

Down

$4,009,642

Down $379,981 (-8.7%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin2nd percentile

Revenue

Down

$82,711

Down $4,421,282 (-98%) from 2019

Expenses

Up

$462,692

Up $348,322 (+305%) from 2019

Net Income

Down

-$379,981

Down $4,769,604 (-109%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2019: $4,389,623Liabilities 2019: $0Net Assets 2019: $4,389,6232019Assets 2020: $4,009,642Liabilities 2020: $1Net Assets 2020: $4,009,6422020Assets 2021: $3,190,554Liabilities 2021: $1Net Assets 2021: $3,190,5542021Assets 2022: $13,235,299Liabilities 2022: $1Net Assets 2022: $13,235,2992022Assets 2023: $16,272,240Liabilities 2023: $1Net Assets 2023: $16,272,2402023Assets 2024: $16,039,189Liabilities 2024: $1Net Assets 2024: $16,039,1892024Assets 2025: $15,986,696Liabilities 2025: $0Net Assets 2025: $15,986,6962025

Highlighted filing

2020

Assets$4,009,642
Liabilities$1
Net Assets$4,009,642
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $4,503,993Expenses 2019: $114,370Net Income 2019: $4,389,6232019Revenue 2020: $82,711Expenses 2020: $462,692Net Income 2020: -$379,9812020Revenue 2021: $44,356Expenses 2021: $1,146,944Net Income 2021: -$1,102,5882021Revenue 2022: $12,052,036Expenses 2022: $2,007,291Net Income 2022: $10,044,7452022Revenue 2023: $4,134,416Expenses 2023: $1,097,475Net Income 2023: $3,036,9412023Revenue 2024: $382,687Expenses 2024: $615,738Net Income 2024: -$233,0512024Revenue 2025: $347,493Expenses 2025: $399,986Net Income 2025: -$52,4932025

Highlighted filing

2020

Revenue$82,711
Expenses$462,692
Net Income-$379,981
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jun 1, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith RubensteinTrustee-$0--
Scott RubensteinTrustee-$0--
Jason RubensteinTrustee-$0--
Rusty RubensteinTrustee-$0--
Carolyn RubensteinTrustee-$0--
Jeri Lyn SebertTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rubenstein Foundation
EIN
82-5256528
Phone
7137995732
Address
2330 Holmes Road, Houston, TX 77051

Signing Officer

Name
Keith Rubenstein
Title
Co-Trustee
Phone
7137995732
Signed
2020-06-01

Preparer

Firm
Philip A Royalty CPA
Address
2118 Shade Crest Dr, Richmond, TX 77406
Preparer
Philip Royalty
Phone
7137995732
Raw XML Appendix295 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Keith Rubenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Scott Rubenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jason Rubenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rusty Rubenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Carolyn Rubenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Jeri Lyn Sebert
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bellaire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177096
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0459692
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/AppliedToCurrentYearAmt0218180
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0218180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0114170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0355682
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0241512
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0114170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0459692
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0241512
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0355682
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114170
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03000
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Keith Rubenstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07137995732
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rubenstein Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RUBE
ReturnHeader/Filer/EIN0825256528
ReturnHeader/Filer/PhoneNum07137995732
ReturnHeader/Filer/USAddress/AddressLine1Txt02330 Holmes Road
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077051
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId075435CD7FC6C5EF60CE6C1EE25A0C2F684A56A4A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId075435CD7FC6C5EF60CE6C1EE25A0C2F684A56A4A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.123.34
ReturnHeader/FilingSecurityInformation/IPDt02020-06-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:09:05
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Philip A Royalty CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02118 Shade Crest Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077406
ReturnHeader/PreparerPersonGrp/PhoneNum07137995732
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip Royalty
ReturnHeader/ReturnTs02020-06-30T09:09:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,009,642
Liabilities
$1
Net assets
$4,009,642
Revenue
$82,711
Expenses
$462,692
Net income
-$379,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.35$0.40$0.05
2024Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.38$0.62$0.23
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$4.13$1.10$3.04
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$12.1$2.01$10.0
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.04$1.15$1.10
2020Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.08$0.46$0.38
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$4.50$0.11$4.39