Civic Intelligence

Schlegel White Foundation

990PF • Fiscal year 2020 • EIN 20-7081368

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
1400 16th Street 6th FloorDenver, CO 80202-1486

(303) 475-0520

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$101,928

Up $18,912 (+23%) from 2019

Net Assets

Up

$101,928

Up $18,912 (+23%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$7,176

Up $1,734 (+32%) from 2019

Expenses

Down

$1,204

Down $7,871 (-87%) from 2019

Net Income

Up

$5,972

Up $9,605 (+264%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$150K$100K$50K$0Assets 2011: $51,787Liabilities 2011: $02011Assets 2012: $50,239Liabilities 2012: $02012Assets 2013: $47,068Liabilities 2013: $02013Assets 2014: $45,972Liabilities 2014: $02014Assets 2015: $45,218Liabilities 2015: $0Net Assets 2015: $45,2182015Assets 2017: $81,338Liabilities 2017: $0Net Assets 2017: $81,3382017Assets 2018: $75,083Liabilities 2018: $0Net Assets 2018: $75,0832018Assets 2019: $83,016Liabilities 2019: $0Net Assets 2019: $83,0162019Assets 2020: $101,928Liabilities 2020: $0Net Assets 2020: $101,9282020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$101,928
Liabilities$0
Net Assets$101,928
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $1,340Expenses 2011: $2,153Net Income 2011: -$8132011Revenue 2012: $1,366Expenses 2012: $2,914Net Income 2012: -$1,5482012Revenue 2013: $1,690Expenses 2013: $4,861Net Income 2013: -$3,1712013Revenue 2014: $3,577Expenses 2014: $4,673Net Income 2014: -$1,0962014Revenue 2015: $3,923Expenses 2015: $5,277Net Income 2015: -$1,3542015Revenue 2017: $3,553Expenses 2017: $5,750Net Income 2017: -$2,1972017Revenue 2018: $5,016Expenses 2018: $3,031Net Income 2018: $1,9852018Revenue 2019: $5,442Expenses 2019: $9,075Net Income 2019: -$3,6332019Revenue 2020: $7,176Expenses 2020: $1,204Net Income 2020: $5,9722020Revenue 2021: $78,988Expenses 2021: $104,523Net Income 2021: -$25,5352021

Highlighted filing

2020

Revenue$7,176
Expenses$1,204
Net Income$5,972
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
kathryn schlegelPresident/Trustee-$0--
SAMUEL J W WHITETreasurer/Trustee-$0--
Edward D White IIITrustee-$0--
Nancy S WhiteTrustee-$0--
theodore F SchlegelTrustee-$0--
CONNOR SCHLEGELTrustee-$0--
KATE SCHLEGELTrustee-$0--
CATHERINE P WHITETrustee-$0--
CAROLINE SCHLEGELTrustee-$0--
ANNE E WHITETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schlegel White Foundation
EIN
20-7081368
In Care Of
% SAMUEL WHITE
Phone
3034750520
Address
1400 16th Street 6th Floor, Denver, CO 80202-1486

Signing Officer

Name
Edward White
Title
Trustee
Phone
3034750520
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
303 E 17th Avenue 600, Denver, CO 80203
Preparer
Caleb R Crandell CPA
Phone
3038301120
Raw XML Appendix301 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0kathryn schlegel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SAMUEL J W WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Edward D White III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Nancy S White
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4theodore F Schlegel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CONNOR SCHLEGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6KATE SCHLEGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7CATHERINE P WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8CAROLINE SCHLEGEL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21400 16th street 6th floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31400 16th street 6th floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42657 S FILLMORE ST
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01400 16TH STREET 6TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Denver
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SAMUEL WHITE
IRS990PF/StatementsRegardingActyGrp/PhoneNum03034750520
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KATHRYN SCHLEGEL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1EDWARD D WHITE III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2THEODORE F SCHLEGEL
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt03210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02886
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02886
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02886
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0324
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012940
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0unrealized gain on investments
TaxesSchedule/TaxesDetail/Amt0108
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03034750520
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schlegel White Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0207081368
ReturnHeader/Filer/InCareOfNm0% SAMUEL WHITE
ReturnHeader/Filer/PhoneNum03034750520
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 16th Street 6th Floor
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0802021486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 E 17th Avenue 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080203
ReturnHeader/PreparerPersonGrp/PhoneNum03038301120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Caleb R Crandell CPA
ReturnHeader/ReturnTs02021-05-17T23:27:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Edward
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0White
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,928
Liabilities
$0
Net assets
$101,928
Revenue
$7,176
Expenses
$1,204
Net income
$5,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.79$1.05$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.01$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.05$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$0.04$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$0.02$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.01$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.01$0.02$0.01