Civic Intelligence

Rubenstein Foundation

990PF • Fiscal year 2021 • EIN 82-5256528

Jun 01, 2020 to May 31, 2021 • Filed on Feb 21, 2021

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-2486%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

4th percentile

-20%

Faster asset growth than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,190,554

Down $819,088 (-20%) from 2020

Net Assets

Down

$3,190,554

Down $819,088 (-20%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin1st percentile

Revenue

Down

$44,356

Down $38,355 (-46%) from 2020

Expenses

Up

$1,146,944

Up $684,252 (+148%) from 2020

Net Income

Down

-$1,102,588

Down $722,607 (-190%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2021

Assets$3,190,554
Liabilities$1
Net Assets$3,190,554
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$44,356
Expenses$1,146,944
Net Income-$1,102,588
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Feb 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th 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
2021-02-21

Preparer

Firm
Philip A Royalty CPA
Address
2118 Shade Crest Dr, Richmond, TX 77406
Preparer
Philip Royalty
Phone
7137995732
Raw XML Appendix313 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/RecipientBusinessName/BusinessNameLine1Txt2Evelyn Rubenstein JCC Houston
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Gain
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Keith Rubenstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07137995732
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-21
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/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/ReturnTs02021-07-12T08:52:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Keith
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rubenstein
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,190,554
Liabilities
$1
Net assets
$3,190,554
Revenue
$44,356
Expenses
$1,146,944
Net income
-$1,102,588
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