Civic Intelligence

Leah R & Alfred E Schaefer Charitable Foundation

990PF • Fiscal year 2014 • EIN 26-3843441

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 24, 2015

Organization Profile
PO Box 204Gonzales, TX 78629

(830) 857-5267

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.07x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

57%

Higher net margin than 90% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

138%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$3,765,599

Up $131,614 (+3.6%) from 2013

Net Assets

Up

$3,746,021

Up $112,036 (+3.1%) from 2013

Liabilities

Up

$19,578

Up $19,578 from 2013

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin90th percentile

Revenue

Up

$290,728

Up $168,385 (+138%) from 2013

Expenses

Up

$125,700

Up $700 (+0.6%) from 2013

Net Income

Up

$165,028

Up $167,685 (+6311%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,300,202Liabilities 2012: $0Net Assets 2012: $3,300,2022012Assets 2013: $3,633,985Liabilities 2013: $0Net Assets 2013: $3,633,9852013Assets 2014: $3,765,599Liabilities 2014: $19,578Net Assets 2014: $3,746,0212014Assets 2015: $3,790,333Liabilities 2015: $14,200Net Assets 2015: $3,776,1332015Assets 2016: $3,737,404Liabilities 2016: $0Net Assets 2016: $3,737,4042016Assets 2017: $3,928,891Liabilities 2017: $1,442Net Assets 2017: $3,927,4492017Assets 2018: $4,101,812Liabilities 2018: $605Net Assets 2018: $4,101,2072018Assets 2019: $4,068,352Liabilities 2019: $0Net Assets 2019: $4,068,3522019Assets 2020: $4,022,604Liabilities 2020: $0Net Assets 2020: $4,022,6042020Assets 2021: $4,001,943Liabilities 2021: $1,058Net Assets 2021: $4,000,8852021Assets 2022: $3,832,133Liabilities 2022: $0Net Assets 2022: $3,832,1332022Assets 2023: $3,385,249Liabilities 2023: $0Net Assets 2023: $3,385,2492023Assets 2024: $3,614,790Liabilities 2024: $929Net Assets 2024: $3,613,8612024

Highlighted filing

2014

Assets$3,765,599
Liabilities$19,578
Net Assets$3,746,021
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2012: $115,0092012Revenue 2013: $122,343Expenses 2013: $125,000Net Income 2013: -$2,6572013Revenue 2014: $290,728Expenses 2014: $125,700Net Income 2014: $165,0282014Revenue 2015: $350,074Expenses 2015: $316,764Net Income 2015: $33,3102015Revenue 2016: $265,988Expenses 2016: $217,792Net Income 2016: $48,1962016Revenue 2017: $417,298Expenses 2017: $217,563Net Income 2017: $199,7352017Revenue 2018: $484,334Expenses 2018: $302,648Net Income 2018: $181,6862018Revenue 2019: $215,398Expenses 2019: $247,213Net Income 2019: -$31,8152019Revenue 2020: $158,873Expenses 2020: $202,203Net Income 2020: -$43,3302020Revenue 2021: $233,774Expenses 2021: $252,209Net Income 2021: -$18,4352021Revenue 2022: $181,260Expenses 2022: $252,652Net Income 2022: -$71,3922022Revenue 2023: $102,204Expenses 2023: $304,371Net Income 2023: -$202,1672023Revenue 2024: $218,334Expenses 2024: $378,949Net Income 2024: -$160,6152024

Highlighted filing

2014

Revenue$290,728
Expenses$125,700
Net Income$165,028
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL E NEUSEPresident-$0--
BRYAN S DENMANVice President-$0--
CHARLENE GRAYVice President-$0--
SHEILA G ELSTNERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Leah R & Alfred E Schaefer Charitable
EIN
26-3843441
Phone
8308575267
Address
PO BOX 204, GONZALES, TX 78629

Signing Officer

Name
Paul Neuse
Title
President
Signed
2015-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Sagebiel Ravenburg & Schuh Pc
Address
7800 W IH 10 STE 630, SAN ANTONIO, TX 78230-4750
Preparer
Douglas T Browne
Phone
2109797600
Raw XML Appendix329 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0500
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0500
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt424618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EDWARD JONES INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GONZALES ROYALTIES INC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL E NEUSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRYAN S DENMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLENE GRAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHEILA G ELSTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH FOR CURE AND TREATMENT OF CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH FOR CURE AND TREATMENT OF CANCER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RESEARCH FOR CURE AND TREATMENT OF PULMONARY DISEASE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RESEARCH FOR CURE AND TREATMENT OF HEART DISEASE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4RESEARCH FOR CURE AND TREATMENT OF ARTHRITIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ARTHRITIS NATIONAL RESEARCH FOUNDAT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21400 JACKSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37272 GREENVILLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 OCEANGATE SUITE 830
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DENVER
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0125200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0216692
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt025200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125200
IRS990PF/UndistributedIncomeGrp/Taxable1Amt025200
IRS990PF/UndistributedIncomeGrp/Taxable2Amt066537
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt025200
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0216692
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0191737
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05819
OtherDecreasesSchedule/OtherDecreasesDetail/Amt148967
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 FEDERAL TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ADJUSTMENT TO CORRECT KOKERNUT CAPITAL ACCOUNT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-312
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt116975
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENERGY TRANSFER PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KOKERNOT & COMPANY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-312
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt116975
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-312
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt116975
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01794
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIVIDENDS REPORTED IN 2013 PAID IN 2014
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED REVENUE-P/S DISTRIBUTION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL INCOME TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt013759
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt15819
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL NEUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEAH R & ALFRED E SCHAEFER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEAH
ReturnHeader/Filer/EIN0263843441
ReturnHeader/Filer/PhoneNum08308575267
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 204
ReturnHeader/Filer/USAddress/CityNm0GONZALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAGEBIEL RAVENBURG & SCHUH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07800 W IH 10 STE 630
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782304750
ReturnHeader/PreparerPersonGrp/PhoneNum02109797600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas T Browne
ReturnHeader/ReturnTs02015-07-24T08:36:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,765,599
Liabilities
$19,578
Net assets
$3,746,021
Revenue
$290,728
Expenses
$125,700
Net income
$165,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.22$0.38$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.10$0.30$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.18$0.25$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.23$0.25$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.16$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.22$0.25$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.48$0.30$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.42$0.22$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.27$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.01$3.78$0.35$0.32$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.02$3.75$0.29$0.13$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.12$0.13$0.00
2012Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.12