Civic Intelligence

Schofield Foundation Inc

990EZ • Fiscal year 2018 • EIN 16-1190702

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

3333 Elmwood AvenueKenmore, NY 14217-1081

(716) 874-1566

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.58x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$249,619

Down $148,977 (-37%) from 2017

Net Assets

Down

$200,983

Down $80,941 (-29%) from 2017

Liabilities

Down

$48,636

Down $68,036 (-58%) from 2017

Revenue

Down

$84,041

Down $58,205 (-41%) from 2017

Expenses

Down

$125,841

Down $46,660 (-27%) from 2017

Net Income

Down

-$41,800

Down $11,545 (-38%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $148,662Liabilities 2011: $8802011Assets 2012: $181,612Liabilities 2012: $1,0202012Assets 2013: $236,758Liabilities 2013: $9,578Net Assets 2013: $227,1802013Assets 2014: $250,332Liabilities 2014: $2,186Net Assets 2014: $248,1462014Assets 2015: $337,331Liabilities 2015: $3,471Net Assets 2015: $333,8602015Assets 2016: $337,354Liabilities 2016: $27,070Net Assets 2016: $310,2842016Assets 2017: $398,596Liabilities 2017: $116,672Net Assets 2017: $281,9242017Assets 2018: $249,619Liabilities 2018: $48,636Net Assets 2018: $200,9832018Assets 2019: $423,539Liabilities 2019: $112,297Net Assets 2019: $311,2422019Assets 2020: $432,318Liabilities 2020: $0Net Assets 2020: $432,3182020Assets 2021: $567,036Liabilities 2021: $66,720Net Assets 2021: $500,3162021Assets 2022: $631,654Liabilities 2022: $125,544Net Assets 2022: $506,1102022Assets 2023: $625,803Liabilities 2023: $221,020Net Assets 2023: $404,7832023Assets 2024: $834,737Liabilities 2024: $248,658Net Assets 2024: $586,0792024

Highlighted filing

2018

Assets$249,619
Liabilities$48,636
Net Assets$200,983

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $17,672Expenses 2011: $6,586Net Income 2011: $11,0862011Revenue 2012: $26,974Expenses 2012: $10,867Net Income 2012: $16,1072012Revenue 2013: $21,471Expenses 2013: $20,737Net Income 2013: $7342013Revenue 2014: $31,193Expenses 2014: $21,976Net Income 2014: $9,2172014Revenue 2015: $143,387Expenses 2015: $37,514Net Income 2015: $105,8732015Revenue 2016: $36,729Expenses 2016: $76,569Net Income 2016: -$39,8402016Revenue 2017: $142,246Expenses 2017: $172,501Net Income 2017: -$30,2552017Revenue 2018: $84,041Expenses 2018: $125,841Net Income 2018: -$41,8002018Revenue 2019: $145,890Expenses 2019: $75,369Net Income 2019: $70,5212019Revenue 2020: $271,814Expenses 2020: $163,506Net Income 2020: $108,3082020Revenue 2021: $75,901Expenses 2021: $66,862Net Income 2021: $9,0392021Revenue 2022: $151,201Expenses 2022: $82,829Net Income 2022: $68,3722022Revenue 2023: $54,430Expenses 2023: $194,576Net Income 2023: -$140,1462023Revenue 2024: $117,242Expenses 2024: $24,340Net Income 2024: $92,9022024

Highlighted filing

2018

Revenue$84,041
Expenses$125,841
Net Income-$41,800
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.0
Gross Receipts
$84,041
Mission and Program Overview

Mission

Schofield Foundation supported events and activities at Schofield Residence and affiliate to enhance the quality of life for residents at the 120 bed facility, ADHCP, and home care programs.

Program Services

DescriptionGrantsExpenses
Schofield Foundation supported events and activities at Schofield Residence and affiliate to enhance the quality of life for residents at the 120 bed facility, ADHCP, and home care programs.$34,110$34,110
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James PhillipsChairman-$0--
James CampbellVice Chairman-$0--
Christopher KemptonTreasurer-$0--
Patricia WatsonSecretary-$0--
Judith FleissnerTrustee-$0--
Marion ArbesmanTrustee-$0--
Lawrence DiGiulioTrustee-$0--
Susan RozumalskiDirector Of Corporate Compliance-$0--
David LockwoodCFO-$0--
Randy GerlachExecutive Director-$0--
Rosemary CollinsDirector Of Community & Foundation RelationsPT$0--
Filing and Contact Details

Filer

Filer Name
Schofield Foundation Inc
EIN
16-1190702
Phone
7168741566
Address
3333 Elmwood Avenue, Kenmore, NY 14217-1081

Signing Officer

Name
David Lockwood
Title
Chief Financial Officer
Phone
7168741566
Signed
2019-08-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Distributions to charitable organizations

Form 990-EZ, Part I, Line 16

Description;Amount^Management Fees from Affiliate;82365|Other Miscellaneous Expenses;650|Bank Fees;80|Computer and Software Costs;3630^Total;86725^

Form 990-EZ, Part I, Line 20

Description;Amount^Unrealized Loss on Investments;-39141^Total;-39141^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Pledges Receivable;688^Total;688^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Accounts Payable;74|Due to Affiliate;48562^Total;48636^

Raw XML Appendix210 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt034110
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Wheel Chair Home Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Distributions to charitable organizations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Management Fees from Affiliate;82365|Other Miscellaneous Expenses;650|Bank Fees;80|Computer and Software Costs;3630^Total;86725^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Unrealized Loss on Investments;-39141^Total;-39141^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description;EOY Amount^Pledges Receivable;688^Total;688^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description;EOY Amount^Accounts Payable;74|Due to Affiliate;48562^Total;48636^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Lockwood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Financial Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07168741566
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schofield Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0161190702
ReturnHeader/Filer/PhoneNum07168741566
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 Elmwood Avenue
ReturnHeader/Filer/USAddress/CityNm0Kenmore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0142171081
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.176.118.122
ReturnHeader/ReturnTs02019-09-20T09:51:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.35$2.49$5.86$1.17$0.24$0.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$2.21$4.05$0.54$1.95$1.40
2022Detailed filing. Detailed filing data is available for this year.$6.32$1.26$5.06$1.51$0.83$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.67$5.00$0.76$0.67$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$2.72$1.64$1.08
2019Detailed filing. Detailed filing data is available for this year.$4.24$1.12$3.11$1.46$0.75$0.71
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.49$2.01$0.84$1.26$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$1.17$2.82$1.42$1.73$0.30
2016Detailed filing. Detailed filing data is available for this year.$3.37$0.27$3.10$0.37$0.77$0.40
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.03$3.34$1.43$0.38$1.06
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.02$2.48$0.31$0.22$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.10$2.27$0.21$0.21$0.01
2012Summary only. Only limited summary data is available for this year.$1.82$0.01$0.27$0.11$0.16
2011Summary only. Only limited summary data is available for this year.$1.49$0.01$0.18$0.07$0.11