Civic Intelligence

The Shultz Family Foundation

990PF • Fiscal year 2016 • EIN 20-5158436

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization Profile
PO Box 10129Phoenix, AZ 85064

(602) 224-2312

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

98th percentile

97%

Higher net margin than 98% 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

93rd percentile

114%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

100th percentile

7665%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$475,963

Up $253,512 (+114%) from 2015

Net Assets

Up

$458,022

Up $356,240 (+350%) from 2015

Liabilities

Down

$17,941

Down $102,728 (-85%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin98th percentile

Revenue

Up

$366,592

Up $361,871 (+7665%) from 2015

Expenses

Down

$10,352

Down $188,776 (-95%) from 2015

Net Income

Up

$356,240

Up $550,647 (+283%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$10M$5.0M$0Assets 2010: $7,593Liabilities 2010: $0Net Assets 2010: $7,5932010Assets 2011: $3,031Liabilities 2011: $0Net Assets 2011: $3,0312011Assets 2012: $199,924Liabilities 2012: $0Net Assets 2012: $199,9242012Assets 2013: $248,783Liabilities 2013: $0Net Assets 2013: $248,7832013Assets 2014: $296,189Liabilities 2014: $0Net Assets 2014: $296,1892014Assets 2015: $222,451Liabilities 2015: $120,669Net Assets 2015: $101,7822015Assets 2016: $475,963Liabilities 2016: $17,941Net Assets 2016: $458,0222016Assets 2017: $1,127,544Liabilities 2017: $0Net Assets 2017: $1,127,5442017Assets 2018: $1,138,265Liabilities 2018: $0Net Assets 2018: $1,138,2652018Assets 2019: $976,788Liabilities 2019: $0Net Assets 2019: $976,7882019Assets 2020: $659,534Liabilities 2020: $0Net Assets 2020: $659,5342020Assets 2021: $8,856,288Liabilities 2021: $0Net Assets 2021: $8,856,2882021Assets 2022: $7,155,787Liabilities 2022: $0Net Assets 2022: $7,155,7872022Assets 2023: $6,015,295Liabilities 2023: $0Net Assets 2023: $6,015,2952023Assets 2024: $4,912,816Liabilities 2024: $0Net Assets 2024: $4,912,8162024

Highlighted filing

2016

Assets$475,963
Liabilities$17,941
Net Assets$458,022
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $62,6762010Expenses 2011: $59,5582011Expenses 2012: $170,5392012Revenue 2013: $250,071Expenses 2013: $201,212Net Income 2013: $48,8592013Revenue 2014: $288,310Expenses 2014: $240,904Net Income 2014: $47,4062014Revenue 2015: $4,721Expenses 2015: $199,128Net Income 2015: -$194,4072015Revenue 2016: $366,592Expenses 2016: $10,352Net Income 2016: $356,2402016Revenue 2017: $760,452Expenses 2017: $90,930Net Income 2017: $669,5222017Revenue 2018: $437,429Expenses 2018: $213,473Net Income 2018: $223,9562018Revenue 2019: $467,849Expenses 2019: $629,326Net Income 2019: -$161,4772019Revenue 2020: $313,830Expenses 2020: $632,923Net Income 2020: -$319,0932020Revenue 2021: $7,622,889Expenses 2021: $375,454Net Income 2021: $7,247,4352021Revenue 2022: $594,119Expenses 2022: $1,392,279Net Income 2022: -$798,1602022Revenue 2023: $258,894Expenses 2023: $1,773,651Net Income 2023: -$1,514,7572023Revenue 2024: $316,922Expenses 2024: $1,659,598Net Income 2024: -$1,342,6762024

Highlighted filing

2016

Revenue$366,592
Expenses$10,352
Net Income$356,240
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEL L SHULTZPresident/Treasurer-$0--
BETH J SHULTZVP/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Shultz Family Foundation
EIN
20-5158436
Phone
6022242312
Address
PO BOX 10129, PHOENIX, AZ 85064

Signing Officer

Name
Mel L Shultz
Title
President
Phone
6022242312
Signed
2017-11-07
Discuss with paid preparer
No

Preparer

Firm
Deloitte Tax Llp
Address
2901 N CENTRAL AVE STE 1200, PHOENIX, AZ 85012-2799
Preparer
Matthew William Carr
Phone
6022345100
Raw XML Appendix324 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, QUESTION 1(a)(3)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0GOODS, SERVICES, OR FACILITIES FURNISHED BY A DISQUALIFIED PERSON
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0JDM PARTNERS, LLC PROVIDED OFFICE SPACE, ACCOUNTING, AND OTHER SERVICES AT NO CHARGE TO THE SHULTZ FAMILY FOUNDATION DURING 2016. THE MANAGING MEMBER OF THIS LLC, MEL SHULTZ, IS A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. THIS IS AN ACCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(d)(2)(c).
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MEL L SHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETH J SHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SECRETARY
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt09564
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0184572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0234996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0196234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0167926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056900
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01608
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt055292
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0783728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0184572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0234996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0196234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0167926
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09564
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0839020
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0840628
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MEL AND BETH SHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 10129
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHOENIX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085064
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0359300
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CT Corporation - Corp Representation
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0194
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03143
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Merck & Co INC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03143
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03143
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0120669
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Comerica Margin Account
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt017941
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MEL AND BETH SHULTZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 10129
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PHOENIX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd085064
TaxesSchedule/TaxesDetail/Amt0594
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0MEL L SHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06022242312
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHULTZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHUL
ReturnHeader/Filer/EIN0205158436
ReturnHeader/Filer/PhoneNum06022242312
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10129
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085064
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0358DDC14D95DC732D53DE4E3A4B5CDC3FC7CBC73
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.0.140
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm017:52:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 N CENTRAL AVE STE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850122799
ReturnHeader/PreparerPersonGrp/PhoneNum06022345100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW WILLIAM CARR
ReturnHeader/ReturnTs02017-11-13T23:41:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$475,963
Liabilities
$17,941
Net assets
$458,022
Revenue
$366,592
Expenses
$10,352
Net income
$356,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.32$1.66$1.34
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.26$1.77$1.51
2022Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.59$1.39$0.80
2021Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$7.62$0.38$7.25
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.31$0.63$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.47$0.63$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.44$0.21$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.76$0.09$0.67
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.46$0.37$0.01$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.12$0.10$0.00$0.20$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.29$0.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.25$0.20$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.17
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.06