Civic Intelligence

The Schaefer Foundation

990PF • Fiscal year 2023 • EIN 22-6042871

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 21, 2024

517 Fresh Pond RoadPonte Verda Beach, FL 32082

(352) 258-1444

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-38%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$455,651

Up $28,319 (+6.6%) from 2022

Net Assets

Up

$455,651

Up $28,319 (+6.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$68,924

Down $42,290 (-38%) from 2022

Expenses

Up

$39,070

Up $24,717 (+172%) from 2022

Net Income

Down

$29,854

Down $67,007 (-69%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $289,695Liabilities 2010: $0Net Assets 2010: $289,6952010Assets 2011: $281,618Liabilities 2011: $0Net Assets 2011: $281,6182011Assets 2012: $276,153Liabilities 2012: $0Net Assets 2012: $276,1532012Assets 2013: $272,383Liabilities 2013: $0Net Assets 2013: $272,3832013Assets 2014: $268,533Liabilities 2014: $0Net Assets 2014: $268,5332014Assets 2015: $266,752Liabilities 2015: $0Net Assets 2015: $266,7522015Assets 2016: $262,165Liabilities 2016: $0Net Assets 2016: $262,1652016Assets 2017: $260,497Liabilities 2017: $0Net Assets 2017: $260,4972017Assets 2018: $284,670Liabilities 2018: $0Net Assets 2018: $284,6702018Assets 2019: $300,144Liabilities 2019: $0Net Assets 2019: $300,1442019Assets 2020: $310,876Liabilities 2020: $0Net Assets 2020: $310,8762020Assets 2021: $330,471Liabilities 2021: $0Net Assets 2021: $330,4712021Assets 2022: $427,332Liabilities 2022: $0Net Assets 2022: $427,3322022Assets 2023: $455,651Liabilities 2023: $0Net Assets 2023: $455,6512023Assets 2024: $453,065Liabilities 2024: $0Net Assets 2024: $453,0652024

Highlighted filing

2023

Assets$455,651
Liabilities$0
Net Assets$455,651

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $15,1032010Expenses 2011: $12,6902011Expenses 2012: $12,3642012Revenue 2013: $9,490Expenses 2013: $13,260Net Income 2013: -$3,7702013Revenue 2014: $15,984Expenses 2014: $19,334Net Income 2014: -$3,3502014Revenue 2015: $11,629Expenses 2015: $13,410Net Income 2015: -$1,7812015Revenue 2016: $10,050Expenses 2016: $14,637Net Income 2016: -$4,5872016Revenue 2017: $15,016Expenses 2017: $16,684Net Income 2017: -$1,6682017Revenue 2018: $49,898Expenses 2018: $25,725Net Income 2018: $24,1732018Revenue 2019: $28,688Expenses 2019: $12,805Net Income 2019: $15,8832019Revenue 2020: $28,002Expenses 2020: $16,318Net Income 2020: $11,6842020Revenue 2021: $49,692Expenses 2021: $29,847Net Income 2021: $19,8452021Revenue 2022: $111,214Expenses 2022: $14,353Net Income 2022: $96,8612022Revenue 2023: $68,924Expenses 2023: $39,070Net Income 2023: $29,8542023Revenue 2024: $30,588Expenses 2024: $33,065Net Income 2024: -$2,4772024

Highlighted filing

2023

Revenue$68,924
Expenses$39,070
Net Income$29,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 21, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JB SCHAEFER JRPresident-$0--
WILLIAM C SCHAEFERTreasurer-$0--
TERRY A THOMPSONTrustee-$0--
JOSEPH H SCHAEFERTrustee-$0--
JANA K BOVINOSecretary-$0--
MIMI ARMSTRONGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Schaefer Foundation
EIN
22-6042871
Phone
3522581444
Address
517 FRESH POND ROAD, PONTE VERDA BEACH, FL 32082

Signing Officer

Name
William C Schaefer
Title
Treasurer
Phone
6108457355
Signed
2024-06-21

Preparer

Firm
Catarineau & Givens Pa
Address
8000 SW 117TH AVE STE 204, MIAMI, FL 33183-4809
Preparer
Carmen Catarineau
Phone
3055967883
Raw XML AppendixShowing 400 of 733 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CHARLES SCHWAB - SEE ATTACHED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CHARLES SCHWAB
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt025TH INFANTRY DIVISION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1A WOMAN'S PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AARP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3AMERICAN FARMLAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ANIMAL RESCUE LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ARTSQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BALLY COMMUNITY AMBULANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BERNARDSVILLE PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8BEST FRIENDS ANIMAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9BOYERTOWN COMMUNITY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10BOYERTOWN MUSEUM OF HISTORIC VEHICL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11BUCKS BEAUTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12BUCKS COUNTY HOUSING GROUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13COALITION TO SALUTE AMERICAS HEROES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14DAUGHTERS OF WISDOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15DISABLE AMERICAN VETERANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16EASTERN BERKS FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17ENVIRONMENTAL DEFENSE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18FRIENDS OF THE DELAWARE CANAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19FRIENDS OF WASHINGTON CROSSING PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21HANDS TO LOVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22HAWK MOUNTAIN SANCTUARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23HISTORICAL SOCIETY OF BERK CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24HOLY FAMILY CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25ISLAND INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26KQED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27MAUI HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28MOST BLESSED SACRAMENT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29NATIONAL PARK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30NATIONAL PARKS CONSERVATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31NATIONAL WILDLIFE FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33OAK HALL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34OCEAN CONSERVATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35PROSTATE CANCER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36QUEEN OF PEACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37RANSOM EVERGLADES SCHOOL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38SALVATION ARMY OF PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39SHRINER'S HOSPITALS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40SISTER PARISH MINISTRY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41SOUTH EASTERN GUIDE DOGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42ST JUDE CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43TREVOR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44UNICEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45UNITED SERVICE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46UNIVERSITY OF MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47WHITE HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48WHYY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt49WILDLANDS CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt50WORLD WILDLIFE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt025TH INFANTRY DIVISION SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1A WOMAN'S PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2AARP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3AMERICAN FARMLAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4ANIMAL RESCUE LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5ARTSQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt6BALLY COMMUNITY AMBULANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt7BERNARDSVILLE PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt8BEST FRIENDS ANIMAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt9BOYERTOWN COMMUNITY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt10BOYERTOWN MUSEUM OF HISTORIC VEHICLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt11BUCKS BEAUTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt12BUCKS COUNTY HOUSING GROUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt13COALITION TO SALUTE AMERICAS HEROES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt14DAUGHTERS OF WISDOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt15DISABLED AMERICAN VETERANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt16EASTERN BERKS FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt17ENVIRONMENTAL DEFENSE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt18FRIENDS OF THE DELAWARE CANAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt19FRIENDS OF WASHINGTON CROSSING PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt20HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt21HANDS TO LOVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt22HAWK MOUNTAIN SANCTUARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt23HISTORICAL SOCIETY OF BERK CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt24HOLY FAMILY CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt25ISLAND INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt26KQED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt27MAUI HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt28MOST BLESSED SACRAMENT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt29NATIONAL PARK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt30NATIONAL PARKS CONSERVATORY

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.31$0.33$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.69$0.39$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$1.11$0.14$0.97
2021Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.50$0.30$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.28$0.16$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.29$0.13$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.50$0.26$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.15$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.10$0.15$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.12$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.16$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.09$0.13$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.15