Civic Intelligence

The Rubisch Family Foundation

990PF • Fiscal year 2017 • EIN 86-0845671

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 24, 2017

Organization Profile
4170 W 16th PlaceYuma, AZ 85364

(928) 503-2963

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-8.6%

Higher net margin than 27% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-6.1%

Faster asset growth than 32% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$102,480

Down $6,626 (-6.1%) from 2016

Net Assets

Down

$102,480

Down $6,626 (-6.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin27th percentile

Revenue

Down

$29,517

Down $6,983 (-19%) from 2016

Expenses

Down

$32,050

Down $4,334 (-12%) from 2016

Net Income

Down

-$2,533

Down $2,649 (-2284%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$150K$100K$50K$0Assets 2011: $98,164Liabilities 2011: $02011Assets 2012: $92,992Liabilities 2012: $02012Assets 2013: $102,036Liabilities 2013: $02013Assets 2014: $111,292Liabilities 2014: $02014Assets 2015: $107,967Liabilities 2015: $1Net Assets 2015: $107,9672015Assets 2016: $109,106Liabilities 2016: $0Net Assets 2016: $109,1062016Assets 2017: $102,480Liabilities 2017: $0Net Assets 2017: $102,4802017Assets 2018: $96,624Liabilities 2018: $0Net Assets 2018: $96,6242018Assets 2019: $101,686Liabilities 2019: $1Net Assets 2019: $101,6862019Assets 2020: $100,082Liabilities 2020: $1Net Assets 2020: $100,0822020Assets 2021: $123,249Liabilities 2021: $1Net Assets 2021: $123,2492021Assets 2022: $112,097Liabilities 2022: $1Net Assets 2022: $112,0972022

Highlighted filing

2017

Assets$102,480
Liabilities$0
Net Assets$102,480
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

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

$40K$20K$0-$20KRevenue 2011: $33,696Expenses 2011: $38,101Net Income 2011: -$4,4052011Revenue 2012: $24,350Expenses 2012: $26,672Net Income 2012: -$2,3222012Revenue 2013: $30,464Expenses 2013: $29,997Net Income 2013: $4672013Revenue 2014: $33,420Expenses 2014: $24,164Net Income 2014: $9,2562014Revenue 2015: $17,700Expenses 2015: $19,196Net Income 2015: -$1,4962015Revenue 2016: $36,500Expenses 2016: $36,384Net Income 2016: $1162016Revenue 2017: $29,517Expenses 2017: $32,050Net Income 2017: -$2,5332017Revenue 2018: $16,585Expenses 2018: $30,326Net Income 2018: -$13,7412018Revenue 2019: $8,480Expenses 2019: $9,011Net Income 2019: -$5312019Revenue 2020: $3,430Expenses 2020: $1,802Net Income 2020: $1,6282020Revenue 2021: $924Expenses 2021: $1,824Net Income 2021: -$9002021Revenue 2022: $593Expenses 2022: $390Net Income 2022: $2032022

Highlighted filing

2017

Revenue$29,517
Expenses$32,050
Net Income-$2,533
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 24, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR STEVEN RUBISCHTrustee-$0--
CHRISTAIN RUBISCHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Rubisch Family Foundation
EIN
86-0845671
Phone
9285032963
Address
4170 W 16TH PLACE, YUMA, AZ 85364

Signing Officer

Name
Dr Steven Rubisch
Title
Trustee
Phone
9283443067
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
9252486800
Raw XML Appendix263 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MADE FINANCIAL CONTRIBUTIONS TO THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS AND ONE DONATION TO THE GRAND CANYON COUNCIL OF THE BOY SCOUTS OF AMERICA.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1366
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR STEVEN RUBISCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09283443067
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RUBISCH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RUBI
ReturnHeader/Filer/EIN0860845671
ReturnHeader/Filer/PhoneNum09285032963
ReturnHeader/Filer/USAddress/AddressLine1Txt04170 W 16TH PLACE
ReturnHeader/Filer/USAddress/CityNm0YUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085364
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943206957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09252486800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-03T08:34:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,480
Liabilities
$0
Net assets
$102,480
Revenue
$29,517
Expenses
$32,050
Net income
-$2,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.17$0.30$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.30$0.32$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.37$0.36$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.18$0.19$0.01
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$0.33$0.24$0.09
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.30$0.30$0.00
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.24$0.27$0.02
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.34$0.38$0.04