Civic Intelligence

The Stephen & Joyce Schultz

990PF • Fiscal year 2012 • EIN 04-6772546

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 24, 2013

212 Lowder Street02026
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

50th percentile

0.0%

Faster asset growth than 50% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$10,050

Up $1 (+0.0%) from 2011

Net Assets

$10,050

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$985

Down $4,320 (-81%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $10,049Liabilities 2011: $02011Assets 2012: $10,050Liabilities 2012: $0Net Assets 2012: $10,0502012Assets 2013: $23,144Liabilities 2013: $0Net Assets 2013: $23,1442013Assets 2014: $23,148Liabilities 2014: $0Net Assets 2014: $23,1482014Assets 2015: $23,151Liabilities 2015: $0Net Assets 2015: $23,1512015Assets 2016: $23,153Liabilities 2016: $0Net Assets 2016: $23,1532016Assets 2017: $23,157Liabilities 2017: $0Net Assets 2017: $23,1572017Assets 2018: $23,523Liabilities 2018: $0Net Assets 2018: $23,5232018Assets 2019: $31,678Liabilities 2019: $0Net Assets 2019: $31,6782019Assets 2020: $32,634Liabilities 2020: $0Net Assets 2020: $32,6342020Assets 2021: $56Liabilities 2021: $0Net Assets 2021: $562021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2012

Assets$10,050
Liabilities$0
Net Assets$10,050

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $951Expenses 2011: $5,305Net Income 2011: -$4,3542011Expenses 2012: $9852012Revenue 2013: $100,989Expenses 2013: $87,895Net Income 2013: $13,0942013Revenue 2014: $1,024Expenses 2014: $1,020Net Income 2014: $42014Revenue 2015: $988Expenses 2015: $985Net Income 2015: $32015Revenue 2016: $987Expenses 2016: $985Net Income 2016: $22016Revenue 2017: $989Expenses 2017: $985Net Income 2017: $42017Revenue 2018: $1,351Expenses 2018: $985Net Income 2018: $3662018Revenue 2019: $8,190Expenses 2019: $35Net Income 2019: $8,1552019Revenue 2020: $1,008Expenses 2020: $52Net Income 2020: $9562020Revenue 2021: $3,506Expenses 2021: $36,084Net Income 2021: -$32,5782021Revenue 2022: $35Expenses 2022: $91Net Income 2022: -$562022

Highlighted filing

2012

Revenue-
Expenses$985
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 24, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN SCHULTZTrustee-$0--
JOYCE SCHULTZTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6772546
Raw XML Appendix215 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
AccountingFeesSchedule/AccountingFees/Amount0950
CompensationExplanation/Compensation/PersonName0STEPHEN SCHULTZ
CompensationExplanation/Compensation/PersonName1JOYCE SCHULTZ
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0950
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0985
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0985
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY010049
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY010050
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV010050
IRS990PF/BalanceSheets/TotalAssetsBOY010049
IRS990PF/BalanceSheets/TotalAssetsEOY010050
IRS990PF/BalanceSheets/TotalAssetsEOYFMV010050
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY010049
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY010050
IRS990PF/BalanceSheets/TotalNetAssetsBOY010049
IRS990PF/BalanceSheets/TotalNetAssetsEOY010050
IRS990PF/BalanceSheets/UnrestrictedBOY010049
IRS990PF/BalanceSheets/UnrestrictedEOY010050
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal010050
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY010049
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY010050
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0495
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0495
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0495
IRS990PF/DistributableAmount/MinimumInvestmentReturn0495
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear028
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment028
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment028
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments028
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY010050
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010050
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances010050
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0151
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0495
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets09899
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets010050
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEPHEN SCHULTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOYCE SCHULTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10212 LOWDER STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11212 LOWDER STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DEDHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1DEDHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002026
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102026
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct011002
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets011002
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.111461
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.405699
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.302856
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear302.413406
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear401.128725
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear501.306618
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets09899
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1011861
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2016318
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3050321
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40110142
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50104472
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear104812
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear204942
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30121445
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40124320
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50136505
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio05.557304
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0STEPHEN SCHULTZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07818837334
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10212 LOWDER STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DEDHAM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002026
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0495
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear104219
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear204126
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30118929
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4015632
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0495
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0495
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0142411
IRS990PF/UndistributedIncome/ExcessFromYear104219
IRS990PF/UndistributedIncome/ExcessFromYear204126
IRS990PF/UndistributedIncome/ExcessFromYear30118929
IRS990PF/UndistributedIncome/ExcessFromYear4015137
IRS990PF/UndistributedIncome/TotalCorpus0142411
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0142906
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1FILING FEES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
SubstantialContributorsSch/SubstantialContributor/PersonName0STEPHEN JOYCE SCHULTZ
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10212 LOWDER STREET
SubstantialContributorsSch/SubstantialContributor/USAddress/City0DEDHAM
SubstantialContributorsSch/SubstantialContributor/USAddress/State0MA
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode002026
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046772546
ReturnHeader/Filer/Name/BusinessNameLine10THE STEPHEN & JOYCE SCHULTZ
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0STEP
ReturnHeader/Filer/Phone07818837334
ReturnHeader/Filer/USAddress/AddressLine10212 LOWDER STREET
ReturnHeader/Filer/USAddress/City0DEDHAM
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002026
ReturnHeader/Officer/DateSigned02013-08-24
ReturnHeader/Officer/Name0STEPHEN SCHULTZ
ReturnHeader/Officer/Phone07818837334
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-08-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KESNER GODES & MORRISSEY LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1015 PACELLA PARK DR STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RANDOLPH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002368
ReturnHeader/Preparer/Name0MICHAEL MORRISSEY
ReturnHeader/Preparer/Phone07819612900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-27T14:27:18-05:00

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