Civic Intelligence

Lisa and Michael Schultz Foundation Inc

EIN 13-4092871 • Albany, NY

C/O Ayco Company LP PO Box 15201Albany, NY 12212-5201
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,669 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $3,669 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $50,811 (-100%) from 2020

Expenses

Down

$3,669

Down $43,946 (-92%) from 2020

Net Income

Down

-$3,669

Down $6,865 (-215%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$300K$200K$100K$0Assets 2011: $275,986Liabilities 2011: $02011Assets 2012: $255,085Liabilities 2012: $0Net Assets 2012: $255,0852012Assets 2013: $132,280Liabilities 2013: $02013Assets 2014: $74,016Liabilities 2014: $02014Assets 2015: $46,090Liabilities 2015: $02015Assets 2019: $10,677Liabilities 2019: $0Net Assets 2019: $10,6772019Assets 2020: $3,669Liabilities 2020: $0Net Assets 2020: $3,6692020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

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

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $162,747Expenses 2011: $160,560Net Income 2011: $2,1872011Expenses 2012: $132,2002012Revenue 2013: $514Expenses 2013: $123,319Net Income 2013: -$122,8052013Revenue 2014: $130,656Expenses 2014: $124,435Net Income 2014: $6,2212014Revenue 2015: $162,293Expenses 2015: $109,924Net Income 2015: $52,3692015Revenue 2019: $119,225Expenses 2019: $95,684Net Income 2019: $23,5412019Revenue 2020: $50,811Expenses 2020: $47,615Net Income 2020: $3,1962020Revenue 2021: $0Expenses 2021: $3,669Net Income 2021: -$3,6692021

Highlighted filing

2021

Revenue$0
Expenses$3,669
Net Income-$3,669
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$3,669
Net income
-$3,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.51$0.48$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.19$0.96$0.24
2015Summary only. Only limited summary data is available for this year.$0.46$0.00$1.62$1.10$0.52
2014Summary only. Only limited summary data is available for this year.$0.74$0.00$1.31$1.24$0.06
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.01$1.23$1.23
2012Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.32
2011Summary only. Only limited summary data is available for this year.$2.76$0.00$1.63$1.61$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA SCHULTZPresident-$0--
LAWRENCE S BLUMBERGVice President-$0--
MICHAEL SCHULTZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lisa and Michael Schultz Foundation Inc
EIN
13-4092871
In Care Of
% AYCO COMPANYLP - NTG
Phone
5186405000
Address
C/O Ayco Company LP PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
Lisa Schultz
Title
Trustee
Phone
5186405000
Signed
2022-09-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO BOX 15201, Albany, NY 12212-5201
Preparer
Christine DiIonna
Phone
5186405000
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
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LiquidationExplanationStmt/ExplanationTxt0THE LISA AND MICHAEL SCHULTZ FOUNDATION, INC. HAS RESOLVED TO VOLUNTARILY TERMINATE THE PRIVATE FOUNDATION STATUS AS OF 12/31/2021. THE TRUSTEES OF THE LISA AND MICHAEL SCHULTZ FOUNDATION, INC., HAVE DISTRIBUTED ALL REMAINING ASSETS TO QUALIFYING 501(C)(3) CHARITIES. ADDITIONALLY, THE FINAL FORM 990-PF HAS REQUESTED A REFUND OF $2,106, WHICH WILL BE USED TO SATISFY THE ADMINSITRATIVE EXPENSES FOR THE TERMINATION OF THIS FOUNDATION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
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TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lisa and Michael Schultz Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LISA
ReturnHeader/Filer/EIN0134092871
ReturnHeader/Filer/InCareOfNm0% AYCO COMPANYLP - NTG
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Ayco Company LP PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02022-09-09T11:04:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULTZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits