Civic Intelligence

Schultz Family Foundation

EIN 20-3951062 • Colorado Springs, CO

9030 Troon WayColorado Springs, CO 80920
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-1191%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-45%

Faster asset growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$264,524

Down $215,275 (-45%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$264,524

Down $215,275 (-45%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Up

$18,078

Up $3,191 (+21%) from 2023

Expenses

Up

$233,376

Up $10,858 (+4.9%) from 2023

Net Income

Down

-$215,298

Down $7,667 (-3.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$800K$600K$400K$200K$0Assets 2011: $301,653Liabilities 2011: $02011Assets 2012: $599,124Liabilities 2012: $02012Assets 2013: $589,197Liabilities 2013: $02013Assets 2014: $675,671Liabilities 2014: $02014Assets 2015: $673,127Liabilities 2015: $02015Assets 2019: $632,523Liabilities 2019: $02019Assets 2020: $630,352Liabilities 2020: $0Net Assets 2020: $630,3522020Assets 2021: $670,109Liabilities 2021: $0Net Assets 2021: $670,1092021Assets 2022: $576,705Liabilities 2022: $0Net Assets 2022: $576,7052022Assets 2023: $479,799Liabilities 2023: $0Net Assets 2023: $479,7992023Assets 2024: $264,524Liabilities 2024: $0Net Assets 2024: $264,5242024

Highlighted filing

2024

Assets$264,524
Liabilities$0
Net Assets$264,524
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $0Expenses 2011: $27,278Net Income 2011: -$27,2782011Revenue 2012: $17,812Expenses 2012: $26,097Net Income 2012: -$8,2852012Revenue 2013: $20,465Expenses 2013: $30,270Net Income 2013: -$9,8052013Revenue 2014: $17,625Expenses 2014: $44,750Net Income 2014: -$27,1252014Revenue 2015: $19,548Expenses 2015: $45,606Net Income 2015: -$26,0582015Revenue 2019: $18,601Expenses 2019: $37,104Net Income 2019: -$18,5032019Revenue 2020: $4,245Expenses 2020: $6,416Net Income 2020: -$2,1712020Revenue 2021: $79,675Expenses 2021: $39,918Net Income 2021: $39,7572021Revenue 2022: $19,263Expenses 2022: $42,111Net Income 2022: -$22,8482022Revenue 2023: $14,887Expenses 2023: $222,518Net Income 2023: -$207,6312023Revenue 2024: $18,078Expenses 2024: $233,376Net Income 2024: -$215,2982024

Highlighted filing

2024

Revenue$18,078
Expenses$233,376
Net Income-$215,298
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$264,524
Liabilities
$0
Net assets
$264,524
Revenue
$18,078
Expenses
$233,376
Net income
-$215,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.18$2.33$2.15
2023Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.15$2.23$2.08
2022Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.19$0.42$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.80$0.40$0.40
2020Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.04$0.06$0.02
2019Summary only. Only limited summary data is available for this year.$6.33$0.00$0.19$0.37$0.19
2015Summary only. Only limited summary data is available for this year.$6.73$0.00$0.20$0.46$0.26
2014Summary only. Only limited summary data is available for this year.$6.76$0.00$0.18$0.45$0.27
2013Summary only. Only limited summary data is available for this year.$5.89$0.00$0.20$0.30$0.10
2012Summary only. Only limited summary data is available for this year.$5.99$0.00$0.18$0.26$0.08
2011Summary only. Only limited summary data is available for this year.$3.02$0.00$0.00$0.27$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN A SCHULTZPresident-$0--
KENT SCHULTZSecretary-$0--
GARY SCHULTZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Schultz Family Foundation
EIN
20-3951062
In Care Of
% KATHRYN SCHULTZ
Phone
7192107152
Address
9030 TROON WAY, COLORADO SPRINGS, CO 80920

Signing Officer

Name
Kathryn Schultz
Title
President
Phone
7192107152
Signed
2025-05-14
Discuss with paid preparer
No

Preparer

Firm
Sterling Financial Adv Services
Address
5465 MILLS CIVIC PARKWAY STE 255, WEST DES MOINES, IA 50266
Preparer
David Merritt
Phone
5152245278
Raw XML Appendix327 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KATHRYN SCHULTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09030 TROON WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLORADO SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080920
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07192107152
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KATHRYN A SCHULTZ PRESIDENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07192107152
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09030 TROON WAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd080920
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY CENTER BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CITY OF AVOCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0210 N ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AVOCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051521
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0230000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03376
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030217
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015242
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032860
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032860
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03376
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047835
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt063077
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FLORIDA CAPITAL RE PTRS 27
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0191
OtherIncreasesSchedule/OtherIncreasesDetail/Amt023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0678
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt11622
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0678
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11622
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHWAB 9327 ASSET MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SCHWAB 3080 ASSET MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0678
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11622
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0678
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11622
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt038
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1323
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/Amt1323
TaxesSchedule/TaxesDetail/CategoryTxt0SCHWAB 3080 FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1SCHWAB 9327 FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt038
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1323
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1323
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07192107152
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHULTZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0203951062
ReturnHeader/Filer/InCareOfNm0% KATHRYN SCHULTZ
ReturnHeader/Filer/PhoneNum07192107152
ReturnHeader/Filer/USAddress/AddressLine1Txt09030 TROON WAY
ReturnHeader/Filer/USAddress/CityNm0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080920
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464549050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STERLING FINANCIAL ADV SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05465 MILLS CIVIC PARKWAY STE 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05152245278
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MERRITT
ReturnHeader/ReturnTs02025-05-14T14:59:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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