Civic Intelligence

Leah R & Alfred E Schaefer Charitable Foundation

990PF • Fiscal year 2015 • EIN 26-3843441

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

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

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

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

Liabilities / Revenue

45th percentile

0.04x

Higher debt load relative to revenue than 45% of similar nonprofits.

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

Net Margin

64th percentile

9.5%

Higher net margin than 64% 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.

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

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

Asset Growth

52nd percentile

0.7%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

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

Assets

Up

$3,790,333

Up $24,734 (+0.7%) from 2014

Net Assets

Up

$3,776,133

Up $30,112 (+0.8%) from 2014

Liabilities

Down

$14,200

Down $5,378 (-27%) from 2014

Revenue

Up

$350,074

Up $59,346 (+20%) from 2014

Expenses

Up

$316,764

Up $191,064 (+152%) from 2014

Net Income

Down

$33,310

Down $131,718 (-80%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$3,790,333
Liabilities$14,200
Net Assets$3,776,133

Operations Trend

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

2015

Revenue$350,074
Expenses$316,764
Net Income$33,310
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL E NEUSESec/Treas-$0--
BRYAN S DENMANPresident-$0--
CHARLENE GRAYVice President-$0--
GLYNDA CHRISTIANOfficer-$0--
DOROTHY EBERLEOfficer-$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
2016-05-10
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 Appendix366 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EDWARD JONES INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GONZALES ROYALTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2KOKERNOT & COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LEXINGTON OIL COMPANY
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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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5RESEARCH FOR CURE AND TREATMENT OF CANCER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ARTHRITIS NATIONAL RESEARCH FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ST JUDE CHILDREN'S RESEARCH HOSPITA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21400 JACKSON STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5262 DANNY THOMAS PLACE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0218758
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0313000
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0214187
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0216692
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02448
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1203
OtherDecreasesSchedule/OtherDecreasesDetail/Amt22640
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 FEDERAL TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PENALTIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2PRIOR YEAR INCOME TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt197
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MILEAGE REIMBURSEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt197
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-1745
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt113351
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENERGY TRANSFER PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KOKERNOT & COMPANY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1745
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt113351
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1745
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt113351
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02093
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIVIDENDS REPORTED IN 2014 PAID IN 2015
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt013759
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt15819
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED REVENUE-P/S DISTRIBUTION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL INCOME TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt011752
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt12448
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL NEUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
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/ReturnTs02016-05-10T13:36:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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