Civic Intelligence

William a and Joan Schreyer Found- Ation

990PF • Fiscal year 2013 • EIN 22-2671777

Dec 01, 2012 to Nov 30, 2013 • Filed on Aug 01, 2014

Organization Profile
C/O Ml-fos PO Box 156008543
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$14,976,202

Up $1,791,612 (+14%) from 2012

Net Assets

$14,976,202

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$293,564

Down $168,573 (-36%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $18,919,942Liabilities 2011: $02011Assets 2012: $13,184,590Liabilities 2012: $02012Assets 2013: $14,976,202Liabilities 2013: $0Net Assets 2013: $14,976,2022013Assets 2014: $17,700,116Liabilities 2014: $0Net Assets 2014: $17,700,1162014Assets 2015: $18,546,941Liabilities 2015: $02015Assets 2016: $16,556,115Liabilities 2016: $0Net Assets 2016: $16,556,1152016Assets 2017: $1,518,294Liabilities 2017: $0Net Assets 2017: $1,518,2942017Assets 2018: $228,401Liabilities 2018: $31,767Net Assets 2018: $196,6342018Assets 2019: $717,750Liabilities 2019: $0Net Assets 2019: $717,7502019Assets 2020: $814,350Liabilities 2020: $0Net Assets 2020: $814,3502020Assets 2021: $910,706Liabilities 2021: $0Net Assets 2021: $910,7062021Assets 2022: $2,674,839Liabilities 2022: $0Net Assets 2022: $2,674,8392022Assets 2023: $436,578Liabilities 2023: $0Net Assets 2023: $436,5782023Assets 2024: $464,736Liabilities 2024: $0Net Assets 2024: $464,7362024

Highlighted filing

2013

Assets$14,976,202
Liabilities$0
Net Assets$14,976,202
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10M-$20MRevenue 2011: $1,421,962Expenses 2011: $954,933Net Income 2011: $467,0292011Revenue 2012: -$4,051,847Expenses 2012: $462,137Net Income 2012: -$4,513,9842012Expenses 2013: $293,5642013Revenue 2014: $3,065,153Expenses 2014: $339,157Net Income 2014: $2,725,9962014Revenue 2015: $1,201,785Expenses 2015: $354,635Net Income 2015: $847,1502015Revenue 2016: $2,923,085Expenses 2016: $4,910,100Net Income 2016: -$1,987,0152016Revenue 2017: -$1,363,936Expenses 2017: $13,673,893Net Income 2017: -$15,037,8292017Revenue 2018: $186,711Expenses 2018: $1,508,371Net Income 2018: -$1,321,6602018Revenue 2019: $453,096Expenses 2019: $13,313Net Income 2019: $439,7832019Revenue 2020: $116,206Expenses 2020: $19,606Net Income 2020: $96,6002020Revenue 2021: $101,239Expenses 2021: $4,883Net Income 2021: $96,3562021Revenue 2022: $1,768,546Expenses 2022: $4,413Net Income 2022: $1,764,1332022Revenue 2023: $66,448Expenses 2023: $2,304,709Net Income 2023: -$2,238,2612023Revenue 2024: $42,539Expenses 2024: $4,635Net Income 2024: $37,9042024

Highlighted filing

2013

Revenue-
Expenses$293,564
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Aug 1, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN L SCHREYERTrustee-$0--
DRUEANNE B SCHREYERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF PENNSYLVANIAEDUCATIONNON PROFIT ORGANIZATUNIVERSITY PARK, PA, US$75,000
Filing and Contact Details

Filer

EIN
22-2671777
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.045781
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.158371
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.234796
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets015097421
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1012855962
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2012470545
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3011129031
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear409521016
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5016176982
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome018871
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions075000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1075000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20763664
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30509500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear401507852
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear503798286
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.506019
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions075000
IRS990PF/QualifyingDistributions/ExpensesAndContributions075000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions075000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MERRILL LYNCH FAMILY OFFICE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06092742629
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101500 MERRILL LYNCH DR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PENNINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NJ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode008534
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NJ
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount075000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NON PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ONE OLD MAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0UNIVERSITY PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0168021500
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear075000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear075000
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0717130
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20158373
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401033965
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear503017769
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0642130
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0642130
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear502375639
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01192338
IRS990PF/UndistributedIncome/ExcessFromYear20158373
IRS990PF/UndistributedIncome/ExcessFromYear401033965
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions075000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus03567977
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04210107
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions015000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10117 MERCER STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0PRINCETON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NJ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode008540
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JOAN SCHREYER
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount0674
OtherDecreasesSchedule/OtherDecreases/Description0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0BOND AMORTIZATION
OtherExpensesSchedule/OtherExpenses/Description1NON-DEDUCTIBLE EXP FROM PARTNERSHIPS
OtherExpensesSchedule/OtherExpenses/Description2PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS
OtherExpensesSchedule/OtherExpenses/Description3AEA ADVISORS MGMT FEE
OtherExpensesSchedule/OtherExpenses/Description4BOOK/TAX DIFFERENCES FROM PARTNERSHIPS
OtherExpensesSchedule/OtherExpenses/Description5BANK FEES
OtherExpensesSchedule/OtherExpenses/Description6CHARITABLE DONATIONS FROM PARTNERSHIPS
OtherExpensesSchedule/OtherExpenses/Description7LOSSES FROM PARTNERSHIPS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps40
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps50
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps60
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps70

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,976,202
Liabilities
$0
Net assets
$14,976,202
Revenue
-
Expenses
$293,564
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04$0.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.07$2.30$2.24
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$1.77$0.00$1.76
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.00$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.12$0.02$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.45$0.01$0.44
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.20$0.19$1.51$1.32
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.36$13.7$15.0
2016Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$2.92$4.91$1.99
2015Summary only. Only limited summary data is available for this year.$18.5$0.00$1.20$0.35$0.85
2014Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$3.07$0.34$2.73
2013Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.29
2012Summary only. Only limited summary data is available for this year.$13.2$0.00$4.05$0.46$4.51
2011Summary only. Only limited summary data is available for this year.$18.9$0.00$1.42$0.95$0.47