Civic Intelligence

Philip Rubenstein Foundation Inc.

990PF • Fiscal year 2020 • EIN 93-0757026

Feb 01, 2019 to Jan 31, 2020 • Filed on Jul 30, 2020

10401 W Innovation Dr Ste 300Wauwatosa, WI 53226

(414) 476-1880

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

78th percentile

28%

Higher net margin than 78% 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

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

91st percentile

96%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$1,867,031

Up $122,691 (+7.0%) from 2019

Net Assets

Up

$1,867,031

Up $122,691 (+7.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$143,181

Up $70,171 (+96%) from 2019

Expenses

Up

$102,544

Up $12,354 (+14%) from 2019

Net Income

Up

$40,637

Up $57,817 (+337%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,155,033Liabilities 2011: $0Net Assets 2011: $2,155,0332011Assets 2012: $1,978,437Liabilities 2012: $0Net Assets 2012: $1,978,4372012Assets 2013: $1,958,650Liabilities 2013: $0Net Assets 2013: $1,958,6502013Assets 2014: $1,919,662Liabilities 2014: $0Net Assets 2014: $1,919,6622014Assets 2015: $1,853,536Liabilities 2015: $0Net Assets 2015: $1,853,5362015Assets 2016: $1,669,417Liabilities 2016: $0Net Assets 2016: $1,669,4172016Assets 2017: $1,763,356Liabilities 2017: $0Net Assets 2017: $1,763,3562017Assets 2018: $1,901,927Liabilities 2018: $0Net Assets 2018: $1,901,9272018Assets 2019: $1,744,340Liabilities 2019: $0Net Assets 2019: $1,744,3402019Assets 2020: $1,867,031Liabilities 2020: $0Net Assets 2020: $1,867,0312020Assets 2021: $1,953,906Liabilities 2021: $0Net Assets 2021: $1,953,9062021Assets 2022: $1,981,029Liabilities 2022: $0Net Assets 2022: $1,981,0292022Assets 2023: $1,667,259Liabilities 2023: $0Net Assets 2023: $1,667,2592023Assets 2024: $1,674,710Liabilities 2024: $0Net Assets 2024: $1,674,7102024Assets 2025: $1,739,657Liabilities 2025: $0Net Assets 2025: $1,739,6572025

Highlighted filing

2020

Assets$1,867,031
Liabilities$0
Net Assets$1,867,031

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $136,9952011Expenses 2012: $155,3112012Expenses 2013: $154,1562013Revenue 2014: $125,370Expenses 2014: $157,006Net Income 2014: -$31,6362014Revenue 2015: $117,396Expenses 2015: $151,240Net Income 2015: -$33,8442015Revenue 2016: $46,489Expenses 2016: $110,414Net Income 2016: -$63,9252016Revenue 2017: $66,777Expenses 2017: $113,838Net Income 2017: -$47,0612017Revenue 2018: $79,181Expenses 2018: $84,279Net Income 2018: -$5,0982018Revenue 2019: $73,010Expenses 2019: $90,190Net Income 2019: -$17,1802019Revenue 2020: $143,181Expenses 2020: $102,544Net Income 2020: $40,6372020Revenue 2021: $119,188Expenses 2021: $147,891Net Income 2021: -$28,7032021Revenue 2022: $136,188Expenses 2022: $142,713Net Income 2022: -$6,5252022Revenue 2023: $67,329Expenses 2023: $158,078Net Income 2023: -$90,7492023Revenue 2024: $71,833Expenses 2024: $131,344Net Income 2024: -$59,5112024Revenue 2025: $115,780Expenses 2025: $134,514Net Income 2025: -$18,7342025

Highlighted filing

2020

Revenue$143,181
Expenses$102,544
Net Income$40,637
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Jul 30, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERBERT RUBENSTEINPres/Director-$0--
BETH RUBENSTEINV-P/Sec/Director-$0--
WILLIAM L KOMISARTreas/Director-$0--
Filing and Contact Details

Filer

Filer Name
Philip Rubenstein Foundation Inc
EIN
93-0757026
Phone
4144761880
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226

Signing Officer

Name
William L Komisar
Title
Treasurer
Phone
4144761880
Signed
2020-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Kathy Bennett
Phone
4144761880
Raw XML AppendixShowing 400 of 462 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL OPERATING EXPENSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S HOSPITAL OF WI FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHILDREN'S OUTING ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SOJOURNER TRUTH HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11YESHIVA ELEMENTARY SCHOOL MILWAUKEE INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07359 NIAGARA LANE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 1997
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2909 E NORTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3815 W MARKET ST STE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201 S HAWLEY CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51300 N JACKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61019 S 19TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71414 N PROSPECT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83421 W LISBON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9P O BOX 08110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10400 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115115 W KEEFE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MAPLE GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SALINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MILWAUKEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1532011997
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd753202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd853208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd953208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1036104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1153216
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt079500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt084945
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0138575

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.12$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.07$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.07$0.16$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.14$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.12$0.15$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.14$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.08$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.13$0.16$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.14