Civic Intelligence

The Donald L Schoellerman Foundation

990PF • Fiscal year 2020 • EIN 26-3264939

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
11100 Santa Monica Blvd 600Los Angeles, CA 90025

(310) 806-4000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-111%

Higher net margin than 7% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-22%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$567,214

Down $102,385 (-15%) from 2019

Net Assets

Down

$567,214

Down $102,385 (-15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin7th percentile

Revenue

Down

$62,287

Down $17,791 (-22%) from 2019

Expenses

Down

$131,123

Down $301,758 (-70%) from 2019

Net Income

Up

-$68,836

Up $283,967 (+80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2020

Assets$567,214
Liabilities$0
Net Assets$567,214
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

2020

Revenue$62,287
Expenses$131,123
Net Income-$68,836
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

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

Filer

Filer Name
The Donald L Schoellerman Foundation
EIN
26-3264939
In Care Of
% ASPIRIANT
Phone
3108064000
Address
11100 SANTA MONICA BLVD 600, LOS ANGELES, CA 90025

Signing Officer

Name
Donald Schoellerman
Title
President
Phone
3108064000
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Aspiriant LLC
Address
11100 SANTA MONICA BLVD 600, LOS ANGELES, CA 90025
Preparer
Menka Singh
Phone
3108064000
Raw XML Appendix358 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/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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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/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/PersonsWithBooksName/BusinessNameLine1Txt0ASPIRIANT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108064000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DONALD L SCHOELLERMAN 1112160
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ALVIN SCHOELLERMAN 384000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt052200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0St Edward The Confessor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JF Shea Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt033926 Calle La Primavera
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126284 OSO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dana Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092629
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192675
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0112200
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/AppliedToCurrentYearAmt028235
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0372377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0247062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt096389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02507
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02507
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0856627
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt092777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0372377
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0247062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt096389
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121012
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt092777
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0859134
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0766357
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02830
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02830
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-33549
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03262
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03262
TaxesSchedule/TaxesDetail/Amt0232
TaxesSchedule/TaxesDetail/Amt1669
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt325
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2CALIFORNIA FTB FEE
TaxesSchedule/TaxesDetail/CategoryTxt3ATTORNEY GENERAL RRF-1 FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0232
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD SCHOELLERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03108064000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DONALD L SCHOELLERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0263264939
ReturnHeader/Filer/InCareOfNm0% ASPIRIANT
ReturnHeader/Filer/PhoneNum03108064000
ReturnHeader/Filer/USAddress/AddressLine1Txt011100 SANTA MONICA BLVD 600
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRIANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03108064000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MENKA SINGH
ReturnHeader/ReturnTs02021-05-16T10:11:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHOELLERMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$567,214
Liabilities
$0
Net assets
$567,214
Revenue
$62,287
Expenses
$131,123
Net income
-$68,836
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