Civic Intelligence

Lisa and Michael Schultz Foundation Inc

990PF • Fiscal year 2019 • EIN 13-4092871

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

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

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

75th percentile

20%

Higher net margin than 75% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,677

Down $35,413 (-77%) from 2015

Net Assets

$10,677

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Down

$119,225

Down $43,068 (-27%) from 2015

Expenses

Down

$95,684

Down $14,240 (-13%) from 2015

Net Income

Down

$23,541

Down $28,828 (-55%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$10,677
Liabilities$0
Net Assets$10,677
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$119,225
Expenses$95,684
Net Income$23,541
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO BOX 15201, ALBANY, NY 12212-5201
Preparer
Elizabeth VanTassel
Phone
5186405000
Raw XML Appendix353 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LISA SCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE S BLUMBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL SCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt093934
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0682
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt067313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt083915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0126150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0102934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0120959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0120959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0473564
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt093252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt067313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt083915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0126150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0102934
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093934
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt093252
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0594523
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0501271
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LISA AND MICHAEL SCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1LISA AND MICHAEL SCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2LISA AND MICHAEL SCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3LISA AND MICHAEL SCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010 GRACIE SQUARE APT 14F
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110 GRACIE SQUARE APT 14F
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt210 GRACIE SQUARE APT 14F
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt310 GRACIE SQUARE APT 14F
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010028
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110028
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd210028
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd310028
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05711
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt19190
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt217904
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt313649
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05711
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt19190
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt217905
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt313649
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc030 SHARES OF FACEBOOK INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc150 SHARES OF FACEBOOK INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2100 SHARES OF FACEBOOK INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc370 SHARES OF FACEBOOK INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-06-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-08-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22019-10-08
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32019-12-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt012529
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MISCELLANEOUS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09059
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt09216
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt140913
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONORS COST OF STOCK
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CONTRIBUTED INTO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt01600
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D118BCAEF4A0950F429AA6A3BB27B4F2AFBD3BFC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId069FAF0350DB159518323952BC707F553DAC73A6B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014244320203215000008
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.29.247.14
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth VanTassel
ReturnHeader/ReturnTs02020-11-16T07:33:09-06:00
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
$10,677
Liabilities
$0
Net assets
$10,677
Revenue
$119,225
Expenses
$95,684
Net income
$23,541
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