Civic Intelligence

Dr Richard Schulze Foundation

EIN 20-0144283 • 501(c)3 • Malibu, CA

Profile

To provide support, means and services to help people improve their health and to become more self-reliant with regard to their health and well-being,and to supporthumane treatment of animals.

PO Box 4340Malibu, CA 90264

n/A

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

90th percentile

81%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

275%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,666

Up $17,311 (+81%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$38,666

Up $17,311 (+81%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$75,000

Up $55,000 (+275%) from 2016

Expenses

Up

$57,689

Up $39,558 (+218%) from 2016

Net Income

Up

$17,311

Up $15,442 (+826%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$40K$30K$20K$10K$0Assets 2011: $29,565Liabilities 2011: $02011Assets 2012: $6,351Net Assets 2012: $6,3512012Assets 2013: $5,888Net Assets 2013: $5,8882013Assets 2014: $732Net Assets 2014: $7322014Assets 2015: $19,486Net Assets 2015: $19,4862015Assets 2016: $21,355Net Assets 2016: $21,3552016Assets 2017: $38,666Net Assets 2017: $38,6662017

Highlighted filing

2017

Assets$38,666
Liabilities-
Net Assets$38,666
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,047Expenses 2011: $83,526Net Income 2011: -$33,4792011Revenue 2012: $5,011Expenses 2012: $28,225Net Income 2012: -$23,2142012Revenue 2013: $10,000Expenses 2013: $10,463Net Income 2013: -$4632013Revenue 2014: $3,500Expenses 2014: $8,656Net Income 2014: -$5,1562014Revenue 2015: $40,000Expenses 2015: $21,246Net Income 2015: $18,7542015Revenue 2016: $20,000Expenses 2016: $18,131Net Income 2016: $1,8692016Revenue 2017: $75,000Expenses 2017: $57,689Net Income 2017: $17,3112017

Highlighted filing

2017

Revenue$75,000
Expenses$57,689
Net Income$17,311
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$38,666
Liabilities
-
Net assets
$38,666
Revenue
$75,000
Expenses
$57,689
Net income
$17,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$38.7$75.0$57.7$17.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$21.4$20.0$18.1$1.87
2015Detailed filing. Detailed filing data is available for this year.$19.5$19.5$40.0$21.2$18.8
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.73$3.50$8.66$5.16
2013Detailed filing. Detailed filing data is available for this year.$5.89$5.89$10.0$10.5$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$6.35$5.01$28.2$23.2
2011Summary only. Only limited summary data is available for this year.$29.6$0.00$50.0$83.5$33.5
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 28, 2016
Return Version
2015v2.0
Gross Receipts
$40,000
Mission and Program Overview

Mission

To provide support, means and services to help people improve their health and to become more self-reliant with regard to their health and well-being,and to supporthumane treatment of animals.

Program Services

DescriptionGrantsExpenses
To provide support, means and services to help people improve their health and to become more self-reliant with regard to their health and well-being,and to support humane treatment of animals.$4,173$18,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Richard SchulzeDirector/Pres-$0--
Miriam Jones SchulzeDirector/Sec-$0--
Adam LoefDirector/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Dr Richard Schulze Foundation
EIN
20-0144283
Phone
3105892111
Address
PO Box 4340, Malibu, CA 90264

Signing Officer

Name
Dr Richard Schulze
Title
Director/Pres
Signed
2016-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Dennis F Rose & Associates
Address
4312 Woodman Ave Suite 200, Sherman Oaks, CA 91423
Preparer
Dennis F Rose
Phone
8185017788
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.5

“Class of Activity: Medical Education | Donee's Name: Med Masters, Inc. | Donee's Address: PO Box 640028 Miami FL 33164 | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.16

“Class of Activity: Law Enforcement Programs | Donee's Name: Sheriff's Rellef Association | Donee's Address: 11515 Colima Road Bldg B Whittier CA 90604 | Cash Amount Given: $8000”

Other Expenses.1005

“Travel $584”

Other Expenses.1012

“Insurance $1349”

Other Expenses.2

“Telephone $636”

Other Expenses.3

“Tax and License $20”

Raw XML Appendix161 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Richard Schulze
IRS990EZ/BooksInCareOfDetail/PhoneNum03105892111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 4340
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Malibu
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090264
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0732
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019486
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018754
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019486
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018000
IRS990EZ/GrossReceiptsAmt040000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0732
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019486
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019486
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dr Richard Schulze
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Miriam Jones Schulze
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Adam Loef
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director/Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director/Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02589
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support, means and services to help people improve their health and to become more self-reliant with regard to their health and well-being,and to supporthumane treatment of animals.
IRS990EZ/PrintingPublicationsPostageAmt0657
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide support, means and services to help people improve their health and to become more self-reliant with regard to their health and well-being,and to support humane treatment of animals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04173
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021246
IRS990EZ/TotalProgramServiceExpensesAmt04173
IRS990EZ/TotalRevenueAmt040000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0103475
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt058
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00310
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt0103475
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049975
IRS990ScheduleA/Total509Grp/TotalAmt0103475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050022
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103533
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Medical Education | Donee's Name: Med Masters, Inc. | Donee's Address: PO Box 640028 Miami FL 33164 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Law Enforcement Programs | Donee's Name: Sheriff's Rellef Association | Donee's Address: 11515 Colima Road Bldg B Whittier CA 90604 | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone $636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax and License $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dr Richard Schulze
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director/Pres
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dr Richard Schulze Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DRRI
ReturnHeader/Filer/EIN0200144283
ReturnHeader/Filer/PhoneNum03105892111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4340
ReturnHeader/Filer/USAddress/CityNm0Malibu
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090264
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dennis F Rose & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04312 Woodman Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091423
ReturnHeader/PreparerPersonGrp/PhoneNum08185017788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis F Rose
ReturnHeader/ReturnTs02016-08-26T12:21:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits