Civic Intelligence

Samuel Schneider Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-6101811

Mar 01, 2019 to Feb 29, 2020 • Filed on Jan 11, 2021

313 Augusta DriveStatesville, NC 28625

(704) 872-6797

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-116%

Higher net margin than 7% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

18th percentile

-5.7%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-37%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$942,793

Down $57,363 (-5.7%) from 2019

Net Assets

Down

$942,793

Down $57,363 (-5.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$49,506

Down $29,552 (-37%) from 2019

Expenses

Up

$106,869

Up $1,462 (+1.4%) from 2019

Net Income

Down

-$57,363

Down $31,014 (-118%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $975,638Liabilities 2011: $0Net Assets 2011: $975,6382011Assets 2012: $1,001,966Liabilities 2012: $0Net Assets 2012: $1,001,9662012Assets 2013: $1,001,589Liabilities 2013: $0Net Assets 2013: $1,001,5892013Assets 2014: $975,913Liabilities 2014: $0Net Assets 2014: $975,9132014Assets 2015: $938,606Liabilities 2015: $0Net Assets 2015: $938,6062015Assets 2016: $925,572Liabilities 2016: $0Net Assets 2016: $925,5722016Assets 2017: $1,010,963Liabilities 2017: $0Net Assets 2017: $1,010,9632017Assets 2018: $1,026,505Liabilities 2018: $0Net Assets 2018: $1,026,5052018Assets 2019: $1,000,156Liabilities 2019: $0Net Assets 2019: $1,000,1562019Assets 2020: $942,793Liabilities 2020: $0Net Assets 2020: $942,7932020Assets 2021: $962,542Liabilities 2021: $0Net Assets 2021: $962,5422021Assets 2022: $963,519Liabilities 2022: $0Net Assets 2022: $963,5192022Assets 2023: $931,029Liabilities 2023: $0Net Assets 2023: $931,0292023Assets 2024: $973,367Liabilities 2024: $0Net Assets 2024: $973,3672024Assets 2025: $992,298Liabilities 2025: $0Net Assets 2025: $992,2982025

Highlighted filing

2020

Assets$942,793
Liabilities$0
Net Assets$942,793

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $45,2022011Expenses 2012: $42,4252012Expenses 2013: $70,2922013Revenue 2014: $60,505Expenses 2014: $86,181Net Income 2014: -$25,6762014Revenue 2015: $77,262Expenses 2015: $114,569Net Income 2015: -$37,3072015Revenue 2016: $93,378Expenses 2016: $106,412Net Income 2016: -$13,0342016Revenue 2017: $147,879Expenses 2017: $62,488Net Income 2017: $85,3912017Revenue 2018: $113,840Expenses 2018: $98,298Net Income 2018: $15,5422018Revenue 2019: $79,058Expenses 2019: $105,407Net Income 2019: -$26,3492019Revenue 2020: $49,506Expenses 2020: $106,869Net Income 2020: -$57,3632020Revenue 2021: $115,700Expenses 2021: $95,951Net Income 2021: $19,7492021Revenue 2022: $90,489Expenses 2022: $89,512Net Income 2022: $9772022Revenue 2023: $78,293Expenses 2023: $110,783Net Income 2023: -$32,4902023Revenue 2024: $147,791Expenses 2024: $105,453Net Income 2024: $42,3382024Revenue 2025: $128,990Expenses 2025: $110,059Net Income 2025: $18,9312025

Highlighted filing

2020

Revenue$49,506
Expenses$106,869
Net Income-$57,363
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jan 11, 2021
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AGNES SCHNEIDERTrustee-$0--
JENNIFER BRINKLEYTrustee-$0--
CAROLINE MCPHERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Samuel Schneider Foundation Inc
EIN
13-6101811
Phone
7048726797
Address
313 AUGUSTA DRIVE, STATESVILLE, NC 28625

Signing Officer

Name
Caroline Mcpherson
Title
Trustee
Phone
7048726797
Signed
2021-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Robinson & Company Llp
Address
PO BOX 19608, GREENSBORO, NC 27419-9608
Preparer
Ashley J Khan
Phone
3362944494
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AppliedToPriorYearElection/ElectionDesc0THE SAMUEL SCHNEIDER FOUNDATION, INC. IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) WHEREBY IT IS MAKING A DISTRIBUTION DURING THE YEAR ENDED 02/28/2020 OF $1,830 OUT OF THE UNDISTRIBUTED INCOME FROM 2016. SEE PAGE 9, PART XIII, BOX 4B WHERE THIS IS REFLECTED.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59500 SHS SWEDISH MATCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60400 SHS NATIONAL FUEL GAS CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61600 SHS ARCHER-DANIELS-MIDLND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm622000 SHS ROLLS ROYCE P L C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63479 SHS EVERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641100 SHS GCP APPLIED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65200 SHS PACCAR, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66869 SHS TELEPHONE & DATA SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67100 SHS MADISON SQUARE GARDEN INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68800 SHS VIACOM INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69600 SHS BROWN-FORMAN CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70400 SHS XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71200 SHS DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72400 SHS NORTHERN TRUST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73800 SHS WELLS FARGO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74400 SHS AMERICAN EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751000 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76600 SHS KAMAN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771200 SHS UNITED STATES CELLULAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78200 SHS CHURCHILL DOWNS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79800 SHS MILLICOM INTL CELLULAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80100 SHS O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811300 SHS RYMAN HOSPITALITY PPTYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm822 SHS FRONTIER COMMUNICATIONS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8313 SHS CENTURYLINK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8414 SHS TERADATA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85300 SHS MEREDITH CORP MDP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86300 SHS SINCLAIR BROADCAST GROUP INC CL A
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016511
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0106869
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt049506
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017120
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0148806
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0163113
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0942793
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01000156
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0942793
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt081498
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt081498
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt081498
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt081814
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0316
IRS990PF/DistributableAmountGrp/TotalTaxAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt01447543
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0984407
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0921580
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01426330
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01000156
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0942793
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015749
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021213
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021213
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01000156
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0942793
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01447543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01000156
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0942793
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01000156
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0942793
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01661194
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt056379
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01604815
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024918
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt081814
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01636276
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01661194
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AGNES SCHNEIDER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CAROLINE MCPHERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1199 STONEGATE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2313 AUGUSTA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STATESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STATESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2STATESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.13$0.11$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.15$0.11$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09$0.09$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.12$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.11$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.08$0.11$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.11$0.10$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.15$0.06$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.09$0.11$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.08$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05
Peer Organizations

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