Civic Intelligence

The Donald L Schoellerman Foundation

990PF • Fiscal year 2015 • EIN 26-3264939

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

11100 Santa Monica Blvd 6th FloorLos Angeles, CA 90025

(310) 806-4000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

100th percentile

908%

Higher net margin than 100% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

9th percentile

-12%

Faster asset growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$1,384,066

Down $194,849 (-12%) from 2014

Net Assets

Down

$1,384,066

Down $194,849 (-12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

-$12,821

Down $924,948 (-101%) from 2014

Expenses

Up

$103,566

Up $66,551 (+180%) from 2014

Net Income

Down

-$116,387

Down $991,499 (-113%) from 2014

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

2015

Assets$1,384,066
Liabilities$0
Net Assets$1,384,066

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

2015

Revenue-$12,821
Expenses$103,566
Net Income-$116,387
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD L SCHOELLERMANPresident-$0--
JENNIFER KENNINGDir., Treasu-$0--
CLAY STEVENSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Donald L Schoellerman
EIN
26-3264939
Phone
3108064000
Address
11100 SANTA MONICA BLVD 6TH FLOOR, LOS ANGELES, CA 90025

Signing Officer

Name
Donald L Schoellerman
Title
President
Phone
3108064000
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Aspiriant LLC
Address
11100 SANTA MONICA BLVD STE 600, LOS ANGELES, CA 90025-3392
Preparer
Raymond Edwards
Phone
3108064000
Raw XML Appendix367 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01504217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01173826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01086682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01004323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01031454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0877217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt077583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.228629
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt077448
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt077583
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0135
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt077583
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ASPIRIANT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108064000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DONALD L SCHOELLERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE SHEA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SECOND HARVEST FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt026284 OSO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18014 MARINE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192618
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt075076
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017807
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015300
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077583
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02507
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017807
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015300
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0305
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt078462
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FRANCHISE TAX BOARD FILING FE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014069
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2925
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCTG & FINANCIAL PLANNING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1463
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2463
TaxesSchedule/TaxesDetail/Amt0719
TaxesSchedule/TaxesDetail/Amt17946
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0719
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD L SCHOELLERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03108064000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DONALD L SCHOELLERMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0263264939
ReturnHeader/Filer/PhoneNum03108064000
ReturnHeader/Filer/USAddress/AddressLine1Txt011100 SANTA MONICA BLVD 6TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261518255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRIANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900253392
ReturnHeader/PreparerPersonGrp/PhoneNum03108064000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND EDWARDS
ReturnHeader/ReturnTs02016-08-04T13:10:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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