Civic Intelligence

Schrock Family Foundation

990PF • Fiscal year 2016 • EIN 20-0489095

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

4477 East Turnberry CourtGilbert, AZ 85298

(858) 558-9200

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-448%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-66%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$458,838

Down $59,018 (-11%) from 2015

Net Assets

$458,838

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$13,179

Down $25,392 (-66%) from 2015

Expenses

Down

$72,197

Down $49,386 (-41%) from 2015

Net Income

Up

-$59,018

Up $23,994 (+29%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $687,673Liabilities 2011: $02011Assets 2012: $681,373Liabilities 2012: $02012Assets 2013: $594,235Liabilities 2013: $02013Assets 2014: $600,868Liabilities 2014: $02014Assets 2015: $517,856Liabilities 2015: $02015Assets 2016: $458,838Liabilities 2016: $0Net Assets 2016: $458,8382016Assets 2017: $414,944Liabilities 2017: $0Net Assets 2017: $414,9442017Assets 2018: $373,132Liabilities 2018: $0Net Assets 2018: $373,1322018Assets 2019: $255,761Liabilities 2019: $0Net Assets 2019: $255,7612019Assets 2020: $159,566Liabilities 2020: $0Net Assets 2020: $159,5662020Assets 2021: $172,083Liabilities 2021: $0Net Assets 2021: $172,0832021Assets 2022: $163,419Liabilities 2022: $0Net Assets 2022: $163,4192022Assets 2023: $175,165Liabilities 2023: $0Net Assets 2023: $175,1652023Assets 2024: $177,724Liabilities 2024: $0Net Assets 2024: $177,7242024

Highlighted filing

2016

Assets$458,838
Liabilities$0
Net Assets$458,838

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $56,993Expenses 2011: $70,128Net Income 2011: -$13,1352011Revenue 2012: $50,385Expenses 2012: $56,685Net Income 2012: -$6,3002012Revenue 2013: $29,157Expenses 2013: $116,295Net Income 2013: -$87,1382013Revenue 2014: $68,844Expenses 2014: $62,211Net Income 2014: $6,6332014Revenue 2015: $38,571Expenses 2015: $121,583Net Income 2015: -$83,0122015Revenue 2016: $13,179Expenses 2016: $72,197Net Income 2016: -$59,0182016Revenue 2017: $27,556Expenses 2017: $71,450Net Income 2017: -$43,8942017Revenue 2018: $16,706Expenses 2018: $58,518Net Income 2018: -$41,8122018Revenue 2019: $28,527Expenses 2019: $145,898Net Income 2019: -$117,3712019Revenue 2020: $33,761Expenses 2020: $129,956Net Income 2020: -$96,1952020Revenue 2021: $25,352Expenses 2021: $12,835Net Income 2021: $12,5172021Revenue 2022: -$1,576Expenses 2022: $7,088Net Income 2022: -$8,6642022Revenue 2023: $18,439Expenses 2023: $6,693Net Income 2023: $11,7462023Revenue 2024: $12,183Expenses 2024: $9,624Net Income 2024: $2,5592024

Highlighted filing

2016

Revenue$13,179
Expenses$72,197
Net Income-$59,018
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L KAY SCHROCKDirector & President-$0--
DONALD E SCHROCKDirector, Secretary & CFO-$0--
STEVEN BRENT HUNTINGTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Schrock Family Foundation
EIN
20-0489095
Phone
8585589200
Address
4477 EAST TURNBERRY COURT, GILBERT, AZ 85298

Signing Officer

Name
L Kay Schrock
Title
Director
Phone
8585589200
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay & Brownell Llp
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Michelle a Myhra
Phone
8585589200
Raw XML Appendix363 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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2412205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ML #XX040 - COAST ACCESS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GOVERNMENT SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ML #XX129 - MUTUAL FUNDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0L KAY SCHROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD E SCHROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN BRENT HUNTINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR & PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, SECRETARY & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt240457 SIERRA DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2THREE RIVERS
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0L KAY SCHROCK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KUMEYAAY ELEMENTARY SCHOOL FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1300 E UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2202 EAST CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36475 ANTIGUA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CULVER CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TEMPE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN DIEGO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392124
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064667
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024688
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt083650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt074415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0240032
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt083650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt074415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015835
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067413
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042725
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0264748
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0222023
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CT CORPORATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MERRILL LYNCH FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0333
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24520
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0333
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24520
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0DELAWARE FRANCHISE FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L KAY SCHROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08585589200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHROCK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHR
ReturnHeader/Filer/EIN0200489095
ReturnHeader/Filer/PhoneNum08585589200
ReturnHeader/Filer/USAddress/AddressLine1Txt04477 EAST TURNBERRY COURT
ReturnHeader/Filer/USAddress/CityNm0GILBERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085298
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04FC967AB80CF266A50C4893122917CFCC8A31CF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D80588C3E515A8A1A097333E0799E07EC9DEE347
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.174.140.130
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:13:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330885895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSAY & BROWNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04225 EXECUTIVE SQUARE SUITE 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08585589200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE A MYHRA
ReturnHeader/ReturnTs02017-05-10T08:31:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.18$0.07$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.02$0.07$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.25$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.34$1.30$0.96
2019Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.29$1.46$1.17
2018Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.17$0.59$0.42
2017Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.28$0.71$0.44
2016Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.13$0.72$0.59
2015Summary only. Only limited summary data is available for this year.$5.18$0.00$0.39$1.22$0.83
2014Summary only. Only limited summary data is available for this year.$6.01$0.00$0.69$0.62$0.07
2013Summary only. Only limited summary data is available for this year.$5.94$0.00$0.29$1.16$0.87
2012Summary only. Only limited summary data is available for this year.$6.81$0.00$0.50$0.57$0.06
2011Summary only. Only limited summary data is available for this year.$6.88$0.00$0.57$0.70$0.13