Civic Intelligence

Mitchell J Stein Foundation

990PF • Fiscal year 2019 • EIN 95-4749857

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 13, 2020

Organization Profile
1414 Club View DriveLos Angeles, CA 90024

(310) 776-0451

Siviq Scores

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

Liabilities / Assets

99th percentile

7.02x

Higher debt load relative to assets than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

484.10x

Higher debt load relative to revenue than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

58th percentile

4.8%

Faster asset growth than 58% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-44%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$37,781

Up $1,720 (+4.8%) from 2018

Net Assets

Up

-$227,508

Up $1,720 (+0.8%) from 2018

Liabilities

Flat

$265,289

Flat from 2018

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin11th percentile

Revenue

Down

$548

Down $428 (-44%) from 2018

Expenses

Down

$820

Down $910 (-53%) from 2018

Net Income

Up

-$272

Up $482 (+64%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2019

Assets$37,781
Liabilities$265,289
Net Assets-$227,508
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$548
Expenses$820
Net Income-$272
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
1414 CLUB VIEW DRIVE, LOS ANGELES, CA 90024

Signing Officer

Name
Mitchell J Stein
Title
President
Phone
8189996967
Signed
2020-03-13
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 Appendix248 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART XV (2)B - APPLICATIONS SHOULD BE MADE IN WRITING TO THE BOARD OF DIRECTORS AND MUST INCLUDE A HISTORY OF THE APPLICANT & PLAN FOR USE OF THE GRANT.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1FORM 990PF, PART 1, LINE 6A-NET GAIN OR LOSS FROM SALE OF ASSETS:SEE ATTACHED SMITH BARNEY CITIGROUP REALIZED GAIN (LOSS) SUMMARY
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt01992
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DISTRIBUTIONS
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/Amt010
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TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES- FEDERAL
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum08189996967
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-13
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ReturnHeader/Filer/BusinessNameControlTxt0MITC
ReturnHeader/Filer/EIN0954749857
ReturnHeader/Filer/PhoneNum03107760451
ReturnHeader/Filer/USAddress/AddressLine1Txt01414 CLUB VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954489850
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Montgomery Glick & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023801 Calabasas Rd Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Calabasas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091302
ReturnHeader/PreparerPersonGrp/PhoneNum08189996967
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY S GLICK
ReturnHeader/ReturnTs02020-03-13T15:10:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,781
Liabilities
$265,289
Net assets
-$227,508
Revenue
$548
Expenses
$820
Net income
-$272
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