Civic Intelligence

The Donald L Schoellerman Foundation

990PF • Fiscal year 2010 • EIN 26-3264939

Jan 01, 2010 to Dec 31, 2010 • Filed on Aug 10, 2011

11100 Santa Monica BlvdRoom/Suite 60090025
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.

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$849,124

No earlier filing loaded for comparison.

Net Assets

$849,124

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$55,908

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $849,124Liabilities 2010: $0Net Assets 2010: $849,1242010Assets 2011: $914,599Liabilities 2011: $0Net Assets 2011: $914,5992011Assets 2012: $898,398Liabilities 2012: $0Net Assets 2012: $898,3982012Assets 2013: $841,797Liabilities 2013: $0Net Assets 2013: $841,7972013Assets 2014: $1,578,915Liabilities 2014: $0Net Assets 2014: $1,578,9152014Assets 2015: $1,384,066Liabilities 2015: $0Net Assets 2015: $1,384,0662015Assets 2016: $1,299,697Liabilities 2016: $0Net Assets 2016: $1,299,6972016Assets 2017: $1,369,563Liabilities 2017: $0Net Assets 2017: $1,369,5632017Assets 2018: $983,745Liabilities 2018: $0Net Assets 2018: $983,7452018Assets 2019: $669,599Liabilities 2019: $0Net Assets 2019: $669,5992019Assets 2020: $567,214Liabilities 2020: $0Net Assets 2020: $567,2142020Assets 2021: $387,845Liabilities 2021: $0Net Assets 2021: $387,8452021Assets 2022: $285,610Liabilities 2022: $0Net Assets 2022: $285,6102022Assets 2023: $213,486Liabilities 2023: $0Net Assets 2023: $213,4862023Assets 2024: $158,842Liabilities 2024: $0Net Assets 2024: $158,8422024

Highlighted filing

2010

Assets$849,124
Liabilities$0
Net Assets$849,124

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $55,9082010Expenses 2011: $34,0282011Expenses 2012: $62,3492012Revenue 2013: $47,095Expenses 2013: $103,701Net Income 2013: -$56,6062013Revenue 2014: $912,127Expenses 2014: $37,015Net Income 2014: $875,1122014Revenue 2015: -$12,821Expenses 2015: $103,566Net Income 2015: -$116,3872015Revenue 2016: -$39,616Expenses 2016: $177,505Net Income 2016: -$217,1212016Revenue 2017: $84,454Expenses 2017: $131,824Net Income 2017: -$47,3702017Revenue 2018: $82,452Expenses 2018: $324,177Net Income 2018: -$241,7252018Revenue 2019: $80,078Expenses 2019: $432,881Net Income 2019: -$352,8032019Revenue 2020: $62,287Expenses 2020: $131,123Net Income 2020: -$68,8362020Revenue 2021: $14,307Expenses 2021: $215,877Net Income 2021: -$201,5702021Revenue 2022: $35,305Expenses 2022: $79,610Net Income 2022: -$44,3052022Revenue 2023: $4,560Expenses 2023: $82,396Net Income 2023: -$77,8362023Revenue 2024: $17,444Expenses 2024: $62,564Net Income 2024: -$45,1202024

Highlighted filing

2010

Revenue-
Expenses$55,908
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Aug 10, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD L SCHOELLERMANPresident-$0--
JENNIFER KENNINGDirector-$0--
CLAY STEVENSDirector-$0--
JENNIFER KENNINGTreasurer-$0--
JENNIFER KENNINGSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDOCTORS WITHOUT BORDERSCHARITABLE501(C)(3)HAGERSTOWN, MD, US$10,000
Paid GrantJF SHEA CENTERCHARITABLE501(C)(3)SAN JUAN CAPISTRANO, CA, US$10,000
Paid GrantSMILE TRAINCHARITABLE501(C)(3)NEW YORK, NY, US$10,000
Paid GrantLUEVANO FOUNDATIONCHARITABLE501(C)(3)NEWPORT BEACH, CA, US$5,000
Paid GrantBLIND CHILDREN'S LEARNINGCHARITABLE501(C)(3)SANTA ANA, CA, US$5,000
Paid GrantTALLER SAN JOSECHARITABLE501(C)(3)SANTA ANA, CA, US$5,000
Filing and Contact Details

Filer

EIN
26-3264939
Raw XML AppendixShowing 400 of 540 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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CompensationExplanation/Compensation/PersonName0DONALD L SCHOELLERMAN
CompensationExplanation/Compensation/PersonName1JENNIFER KENNING
CompensationExplanation/Compensation/PersonName2CLAY STEVENS
CompensationExplanation/Compensation/PersonName3JENNIFER KENNING
CompensationExplanation/Compensation/PersonName4JENNIFER KENNING
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue090176
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1VANGUARD F/I INT. CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2VANGUARD INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3CORP BONDS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1546074
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0287974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1657945
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DWS RREEF GLOBAL REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1KAYNE ANDERSON MLP INV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SCHWAB S&P 500 SELECT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3BERKSHIRE HATHAWAY CL B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4DFA US LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5VANGUARD TOTAL INT'L STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DFA INTERNATIONAL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7DFA US SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8DFA US SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9DFA US MICRO CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10DFA INT'L SMALL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11DFA INT'L SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12DFA EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13GS CONNECT S&P GSCI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15MUTUAL FUNDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DONALD L SCHOELLERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JENNIFER KENNING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CLAY STEVENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JENNIFER KENNING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JENNIFER KENNING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10354 LONG POINT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1111100 SANTA MONICA BLVD SUITE 600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1211100 SANTA MONICA BLVD SUITE 600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1311100 SANTA MONICA BLVD SUITE 600
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4LOS ANGELES
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode390025
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode490025
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0106517
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10412861
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0260
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1050010
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.121130
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions050182
IRS990PF/QualifyingDistributions/ExpensesAndContributions050182
IRS990PF/QualifyingDistributions/QualifyingDistributions050182
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ASPIRIANT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03108064000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1011100 SANTA MONICA BLVD 600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOS ANGELES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090025
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0DONALD L SCHOELLERMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount210000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.02$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.22$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.08$0.43$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08$0.32$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.08$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.04$0.18$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.01$0.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.91$0.04$0.88
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.10$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06