Civic Intelligence

The Stephen & Joyce Schultz

990PF • Fiscal year 2021 • EIN 04-6772546

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 27, 2022

Organization Profile
212 Lowder StreetDedham, MA 02026

(781) 883-7334

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-929%

Higher net margin than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

248%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$56

Down $32,578 (-100%) from 2020

Net Assets

Down

$56

Down $32,578 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Up

$3,506

Up $2,498 (+248%) from 2020

Expenses

Up

$36,084

Up $36,032 (+69292%) from 2020

Net Income

Down

-$32,578

Down $33,534 (-3508%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

2021

Assets$56
Liabilities$0
Net Assets$56
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

2021

Revenue$3,506
Expenses$36,084
Net Income-$32,578
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 27, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

Filer Name
The Stephen & Joyce Schultz
EIN
04-6772546
Phone
7818837334
Address
212 LOWDER STREET, DEDHAM, MA 02026

Signing Officer

Name
Stephen Schultz
Title
Trustee
Phone
7816861466
Signed
2022-10-27

Preparer

Firm
Kesner Godes & Morrissey LLC
Address
15 PACELLA PARK DR STE 200, RANDOLPH, MA 02368
Preparer
Michael Morrissey
Phone
7819612900
Raw XML Appendix264 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/UndistributedIncomeGrp/UndistributedIncomePYAmt01649
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03318
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED GAIN
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03318
TaxesSchedule/TaxesDetail/Amt0345
TaxesSchedule/TaxesDetail/Amt123
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07816861466
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN & JOYCE SCHULTZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0046772546
ReturnHeader/Filer/PhoneNum07818837334
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 LOWDER STREET
ReturnHeader/Filer/USAddress/CityNm0DEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043534389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KESNER GODES & MORRISSEY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 PACELLA PARK DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANDOLPH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002368
ReturnHeader/PreparerPersonGrp/PhoneNum07819612900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MORRISSEY
ReturnHeader/ReturnTs02022-11-02T12:52:42-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULTZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56
Liabilities
$0
Net assets
$56
Revenue
$3,506
Expenses
$36,084
Net income
-$32,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.36$0.33
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.00$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.08$0.00$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01$0.01$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.01$0.88$0.13
2012Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.01$0.05$0.04