Civic Intelligence

Mitchell J Stein Foundation

EIN 95-4749857 • Palm Desert, CA

73872 Desert Bloom TrailPalm Desert, CA 92260
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

57091%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $22,150 (-100%) from 2022

Liabilities

Down

$0

Down $263,239 (-100%) from 2022

Net Assets

Up

$0

Up $241,089 (+100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin98th percentile

Revenue

Up

$241,345

Up $240,923 (+57091%) from 2022

Expenses

Down

$256

Down $86 (-25%) from 2022

Net Income

Up

$241,089

Up $241,009 (+301261%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$200K$0-$200K-$400KAssets 2011: $33,181Liabilities 2011: $264,7482011Assets 2012: $32,582Liabilities 2012: $264,744Net Assets 2012: -$232,1622012Assets 2013: $35,104Liabilities 2013: $264,744Net Assets 2013: -$229,6402013Assets 2014: $35,453Liabilities 2014: $264,746Net Assets 2014: -$229,2932014Assets 2015: $34,792Liabilities 2015: $264,745Net Assets 2015: -$229,9532015Assets 2016: $35,291Liabilities 2016: $264,744Net Assets 2016: -$229,4532016Assets 2017: $36,815Liabilities 2017: $265,289Net Assets 2017: -$228,4742017Assets 2018: $36,061Liabilities 2018: $265,289Net Assets 2018: -$229,2282018Assets 2019: $37,781Liabilities 2019: $265,289Net Assets 2019: -$227,5082019Assets 2020: $23,870Liabilities 2020: $263,239Net Assets 2020: -$239,3692020Assets 2021: $22,070Liabilities 2021: $263,239Net Assets 2021: -$241,1692021Assets 2022: $22,150Liabilities 2022: $263,239Net Assets 2022: -$241,0892022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $675Expenses 2011: $1,510Net Income 2011: -$8352011Expenses 2012: $1,2612012Revenue 2013: $3,595Expenses 2013: $1,073Net Income 2013: $2,5222013Revenue 2014: $1,029Expenses 2014: $682Net Income 2014: $3472014Revenue 2015: $781Expenses 2015: $1,441Net Income 2015: -$6602015Revenue 2016: $526Expenses 2016: $26Net Income 2016: $5002016Revenue 2017: $1,000Expenses 2017: $21Net Income 2017: $9792017Revenue 2018: $976Expenses 2018: $1,730Net Income 2018: -$7542018Revenue 2019: $548Expenses 2019: $820Net Income 2019: -$2722019Revenue 2020: -$9,346Expenses 2020: $2,515Net Income 2020: -$11,8612020Revenue 2021: $3,006Expenses 2021: $4,806Net Income 2021: -$1,8002021Revenue 2022: $422Expenses 2022: $342Net Income 2022: $802022Revenue 2023: $241,345Expenses 2023: $256Net Income 2023: $241,0892023

Highlighted filing

2023

Revenue$241,345
Expenses$256
Net Income$241,089
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$241,345
Expenses
$256
Net income
$241,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.41$0.00$2.41
2022Detailed filing. Detailed filing data is available for this year.$0.22$2.63$2.41$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.22$2.63$2.41$0.03$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.24$2.63$2.39$0.09$0.03$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.38$2.65$2.28$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.36$2.65$2.29$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.37$2.65$2.28$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.35$2.65$2.29$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.35$2.65$2.30$0.01$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.35$2.65$2.29$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.35$2.65$2.30$0.04$0.01$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.33$2.65$2.32$0.01
2011Summary only. Only limited summary data is available for this year.$0.33$2.65$0.01$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 1, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL J STEINPresident-$0--
Filing and Contact Details

Filer

Filer Name
Mitchell J Stein Foundation
EIN
95-4749857
Phone
3107760451
Address
73872 DESERT BLOOM TRAIL, PALM DESERT, CA 92260

Signing Officer

Name
Mitchell J Stein
Title
President
Phone
8189996967
Signed
2024-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Montgomery Glick & Company
Address
23801 Calabasas Rd Ste 103, Calabasas, CA 91302
Preparer
Jay S Glick
Phone
8189996967
Raw XML Appendix213 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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