Civic Intelligence

H Schaffer Foundation Inc.

990PF • Fiscal year 2016 • EIN 22-2325485

Nov 01, 2015 to Oct 31, 2016 • Filed on Feb 02, 2017

2 Claire PassSaratoga Springs, NY 12866

(802) 438-2676

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

1st percentile

-4112%

Higher net margin than 1% 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

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$170,340

Down $9,211 (-5.1%) from 2015

Net Assets

Down

$170,320

Down $9,211 (-5.1%) from 2015

Liabilities

Flat

$20

Flat from 2015

Revenue

Up

$224

Up $1,886,600 (+100%) from 2015

Expenses

Down

$9,435

Down $778,819 (-99%) from 2015

Net Income

Up

-$9,211

Up $2,665,419 (+100%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,875,747Liabilities 2010: $1,378,388Net Assets 2010: $1,497,3592010Assets 2011: $2,889,743Liabilities 2011: $1,225,000Net Assets 2011: $1,664,7432011Assets 2012: $2,904,940Liabilities 2012: $1,075,000Net Assets 2012: $1,829,9402012Assets 2013: $2,900,760Liabilities 2013: $925,000Net Assets 2013: $1,975,7602013Assets 2014: $2,854,161Liabilities 2014: $775,000Net Assets 2014: $2,079,1612014Assets 2015: $179,551Liabilities 2015: $20Net Assets 2015: $179,5312015Assets 2016: $170,340Liabilities 2016: $20Net Assets 2016: $170,3202016Assets 2017: $161,639Liabilities 2017: $20Net Assets 2017: $161,6192017Assets 2018: $157,972Liabilities 2018: $20Net Assets 2018: $157,9522018Assets 2019: $151,516Liabilities 2019: $20Net Assets 2019: $151,4962019Assets 2020: $142,788Liabilities 2020: $0Net Assets 2020: $142,7882020Assets 2021: $130,687Liabilities 2021: $0Net Assets 2021: $130,6872021Assets 2022: $122,952Liabilities 2022: $0Net Assets 2022: $122,9522022Assets 2023: $115,130Liabilities 2023: $0Net Assets 2023: $115,1302023Assets 2024: $94,742Liabilities 2024: $0Net Assets 2024: $94,7422024Assets 2025: $92,406Liabilities 2025: $0Net Assets 2025: $92,4062025

Highlighted filing

2016

Assets$170,340
Liabilities$20
Net Assets$170,320

Operations Trend

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

$1.0M$0-$1.0M-$2.0M-$3.0MExpenses 2010: $176,4152010Expenses 2011: $146,2802011Expenses 2012: $174,0562012Expenses 2013: $176,9022013Revenue 2014: $116,852Expenses 2014: $163,451Net Income 2014: -$46,5992014Revenue 2015: -$1,886,376Expenses 2015: $788,254Net Income 2015: -$2,674,6302015Revenue 2016: $224Expenses 2016: $9,435Net Income 2016: -$9,2112016Revenue 2017: $112Expenses 2017: $8,813Net Income 2017: -$8,7012017Revenue 2018: $338Expenses 2018: $4,005Net Income 2018: -$3,6672018Revenue 2019: $113Expenses 2019: $6,569Net Income 2019: -$6,4562019Revenue 2020: $0Expenses 2020: $8,708Net Income 2020: -$8,7082020Revenue 2021: $0Expenses 2021: $12,101Net Income 2021: -$12,1012021Revenue 2022: $0Expenses 2022: $7,735Net Income 2022: -$7,7352022Revenue 2023: $0Expenses 2023: $7,822Net Income 2023: -$7,8222023Revenue 2024: $1,165Expenses 2024: $21,553Net Income 2024: -$20,3882024Revenue 2025: $4,090Expenses 2025: $6,426Net Income 2025: -$2,3362025

Highlighted filing

2016

Revenue$224
Expenses$9,435
Net Income-$9,211
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONYA A STALLPresidentPT$0--
ANDREA B SHAYVice President-$0--
JEFFREY R STALLSecretary/TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
H Schaffer Foundation Inc
EIN
22-2325485
Phone
8024382676
Address
2 CLAIRE PASS, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Sonya a Stall
Title
President
Phone
8024382676
Signed
2017-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Marvin and Company Pc
Address
11 BRITISH AMERICAN BLVD, LATHAM, NY 12110-1405
Preparer
Christopher L Cimijotti CPA
Phone
5187850134
Raw XML Appendix378 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/PersonNm0SONYA A STALL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DR JEFFREY R STALL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0251 SUNRISE PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST RUTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd005777
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08024382676
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMAL APPLICATION NECESSARY; ONLY A GENERAL LETTER OF REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MS SONYA A STALL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08024382676
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02 CLAIRE PASS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012866
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SIENA/AMC SUMMER SERVICE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREEN MOUNTAIN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SIENA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE BRENNAN CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1515 LOUDON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POULTNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOUDONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112110
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/AppliedToCurrentYearAmt07861
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0705741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0755
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0761564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0705741
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024949
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07861
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0764060
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0764815
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt10
LandEtcSchedule2/LandEtcGrp/BookValueAmt02950
LandEtcSchedule2/LandEtcGrp/BookValueAmt11719
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0OFFICE FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1COMPUTER EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02950
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11719
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1700
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2220
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2220
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0113
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA A STALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08024382676
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H SCHAFFER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HSCH
ReturnHeader/Filer/EIN0222325485
ReturnHeader/Filer/PhoneNum08024382676
ReturnHeader/Filer/USAddress/AddressLine1Txt02 CLAIRE PASS
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141567343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARVIN AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 BRITISH AMERICAN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121101405
ReturnHeader/PreparerPersonGrp/PhoneNum05187850134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L CIMIJOTTI CPA
ReturnHeader/ReturnTs02017-02-24T09:19:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-11-01
ReturnHeader/TaxPeriodEndDt02016-10-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.89$0.79$2.67
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.78$2.08$0.12$0.16$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.90$0.93$1.98$0.18
2012Detailed filing. Detailed filing data is available for this year.$2.90$1.08$1.83$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.89$1.23$1.66$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.88$1.38$1.50$0.18