Civic Intelligence

The Schoch Foundation C/O Bruce a Rosenfield Esquire

990PF • Fiscal year 2021 • EIN 23-2506027

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 10, 2022

Organization Profile
B Rosenfield 1600 Market St No 36Philadelphia, PA 19103

(215) 751-2080

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

100th percentile

10778%

Faster asset growth than 100% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

16852%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,565,155

Up $1,550,767 (+10778%) from 2020

Net Assets

Up

$1,565,155

Up $1,550,767 (+10778%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$2,570,073

Up $2,554,912 (+16852%) from 2020

Expenses

Down

$14,750

Down $46,398 (-76%) from 2020

Net Income

Up

$2,555,323

Up $2,601,310 (+5657%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

2021

Assets$1,565,155
Liabilities$0
Net Assets$1,565,155
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

2021

Revenue$2,570,073
Expenses$14,750
Net Income$2,555,323
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 10, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th 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 36, PHILADELPHIA, PA 19103

Signing Officer

Name
Suzanne Schoch Rehl
Title
Trustee
Phone
2157512085
Signed
2022-01-10
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 Appendix335 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/RecipientUSAddress/ZIPCd210108
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
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/AppliedToCurrentYearAmt014075
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt056210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0116449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0763
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt056210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0133211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035884
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt097327
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0133211
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0189421
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ELIZABETH MBOWDEN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ELIZABETH MBOWDEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0100 ROYAL PALM WAY A2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1100 ROYAL PALM WAY A2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PALM BEACH
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033480
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133480
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01281183
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1996347
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01281183
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1996347
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc07627 SHARES UNITED PARCEL SERVICE CLASS B
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc15932 SHARES UNITED PARCEL SERVICE CLASS B
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-03-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-03-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0675
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02241710
OtherDecreasesSchedule/OtherDecreasesDetail/Amt199706
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT FOR DIFFERENCE BETWEEN FMV & BOOK VALUE OF UPS STOCK DISTRIBUTED
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ADJUSTMENT FOR DIFFERENCE BETWEEN FMV & BOOK VALUE OF UPS STOCK GIFT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01163
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11335697
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BALANCE SHEET ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1DIFFERENCE BETWEEN NNI AND REVENUE FOR SALES OF UPS
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE SCHOCH REHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157512085
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHOCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0232506027
ReturnHeader/Filer/PhoneNum02157512080
ReturnHeader/Filer/USAddress/AddressLine1Txt0B ROSENFIELD 1600 MARKET ST NO 36
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/ReturnTs02022-01-10T14:18:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUZANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHOCH REHL
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,565,155
Liabilities
$0
Net assets
$1,565,155
Revenue
$2,570,073
Expenses
$14,750
Net income
$2,555,323
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