Civic Intelligence

The Schoch Foundation C/O Bruce a Rosenfield Esquire

990PF • Fiscal year 2019 • EIN 23-2506027

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 17, 2019

Organization Profile
B Rosenfield 1600 Market St No 3600Philadelphia, PA 19103

(215) 751-2080

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-635%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$23,466

Down $5,965 (-20%) from 2015

Net Assets

$23,466

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$19,534

Up $5,818 (+42%) from 2015

Expenses

Up

$143,619

Up $106,094 (+283%) from 2015

Net Income

Down

-$124,085

Down $100,276 (-421%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2011: $9,079Liabilities 2011: $02011Assets 2012: $13,429Liabilities 2012: $02012Assets 2013: $22,480Liabilities 2013: $02013Assets 2014: $29,047Liabilities 2014: $02014Assets 2015: $29,431Liabilities 2015: $02015Assets 2019: $23,466Liabilities 2019: $0Net Assets 2019: $23,4662019Assets 2020: $14,388Liabilities 2020: $0Net Assets 2020: $14,3882020Assets 2021: $1,565,155Liabilities 2021: $0Net Assets 2021: $1,565,1552021Assets 2022: $2,016,814Liabilities 2022: $0Net Assets 2022: $2,016,8142022Assets 2023: $2,087,015Liabilities 2023: $0Net Assets 2023: $2,087,0152023Assets 2024: $5,810,646Liabilities 2024: $0Net Assets 2024: $5,810,6462024

Highlighted filing

2019

Assets$23,466
Liabilities$0
Net Assets$23,466
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $11,770Expenses 2011: $21,189Net Income 2011: -$9,4192011Revenue 2012: $7,219Expenses 2012: $13,439Net Income 2012: -$6,2202012Revenue 2013: $152,946Expenses 2013: $16,001Net Income 2013: $136,9452013Revenue 2014: $12,755Expenses 2014: $18,043Net Income 2014: -$5,2882014Revenue 2015: $13,716Expenses 2015: $37,525Net Income 2015: -$23,8092015Revenue 2019: $19,534Expenses 2019: $143,619Net Income 2019: -$124,0852019Revenue 2020: $15,161Expenses 2020: $61,148Net Income 2020: -$45,9872020Revenue 2021: $2,570,073Expenses 2021: $14,750Net Income 2021: $2,555,3232021Revenue 2022: $563,377Expenses 2022: $111,718Net Income 2022: $451,6592022Revenue 2023: $351,215Expenses 2023: $34,874Net Income 2023: $316,3412023Revenue 2024: $3,985,323Expenses 2024: $103,666Net Income 2024: $3,881,6572024

Highlighted filing

2019

Revenue$19,534
Expenses$143,619
Net Income-$124,085
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH BOWDENTrustee-$0--
SUZANNE SCHOCH REHLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Schoch Foundation
EIN
23-2506027
Phone
2157512080
Address
B ROSENFIELD 1600 MARKET ST NO 3600, PHILADELPHIA, PA 19103

Signing Officer

Name
Suzanne Schoch Rehl
Title
Trustee
Phone
2157512085
Signed
2019-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Schnader Harrison Segal & Lewis Llp
Address
1600 MARKET STREET SUITE 3600, PHILADELPHIA, PA 19103-7286
Preparer
Carol L Remetz
Phone
2157512000
Raw XML Appendix352 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GLADWYNE MONTESSORI SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE PALM BEACH OPERA GUILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE SOCIETY FOR THE PRESERVATION OF THE GREAT AMERICAN SONGBOOK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5INTERNATIONAL SOCIETY OF PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE FIRST TEE OF THE PALM BEACHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7THE SHIPLEY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8OCEAN CITY POPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08965 BROCKHAM WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1920 YOUNGSFORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21800 S AUSTRALIAN AVE 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3760 US HIGHWAY ONE SUITE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4400 HIBISCUS ST 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt544 COCOANUT ROW M-207C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67301 HAVERHILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7814 YARROW ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 931
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALPHARETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GLADWYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6RIVIERA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BRYN MAWR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8OCEAN CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd719010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd808226
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0142754
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/AppliedToCurrentYearAmt026305
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0164883
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0116449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0763
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011346
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0142754
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0116449
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0164883
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048434
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCHNADER HARRISON SEGAL & LEWIS LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0765
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0230
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0117774
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR DIFFERENCE BETWEEN FMV & BOOK VALUE OF UPS STOCK DISTRIBUTED
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE SCHOCH REHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157512085
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHOCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0232506027
ReturnHeader/Filer/PhoneNum02157512080
ReturnHeader/Filer/USAddress/AddressLine1Txt0B ROSENFIELD 1600 MARKET ST NO 3600
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231383844
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNADER HARRISON SEGAL & LEWIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 MARKET STREET SUITE 3600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191037286
ReturnHeader/PreparerPersonGrp/PhoneNum02157512000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL L REMETZ
ReturnHeader/ReturnTs02019-12-17T10:24:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,466
Liabilities
$0
Net assets
$23,466
Revenue
$19,534
Expenses
$143,619
Net income
-$124,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$3.99$0.10$3.88
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.35$0.03$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.56$0.11$0.45
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$2.57$0.01$2.56
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.14$0.12
2015Summary only. Only limited summary data is available for this year.$0.03$0.00$0.01$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$0.03$0.00$0.01$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.15$0.02$0.14
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.02$0.01