Civic Intelligence

The Schultz Miller Foundation

990PF • Fiscal year 2012 • EIN 26-3863383

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

13771 N Fountain Hills Blvd PMB 61385268
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

96th percentile

88%

Faster asset growth than 96% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,280,793

Up $1,066,940 (+88%) from 2011

Net Assets

Up

$2,280,793

Up $1,066,940 (+88%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$484,728

Up $81,877 (+20%) from 2011

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.

$3.0M$2.0M$1.0M$0Assets 2011: $1,213,853Liabilities 2011: $0Net Assets 2011: $1,213,8532011Assets 2012: $2,280,793Liabilities 2012: $0Net Assets 2012: $2,280,7932012Assets 2013: $1,738,647Liabilities 2013: $0Net Assets 2013: $1,738,6472013Assets 2014: $1,167,713Liabilities 2014: $0Net Assets 2014: $1,167,7132014Assets 2017: $554,760Liabilities 2017: $0Net Assets 2017: $554,7602017Assets 2018: $507,743Liabilities 2018: $0Net Assets 2018: $507,7432018Assets 2020: $483,937Liabilities 2020: $0Net Assets 2020: $483,9372020Assets 2021: $504,258Liabilities 2021: $0Net Assets 2021: $504,2582021Assets 2022: $476,705Liabilities 2022: $0Net Assets 2022: $476,7052022Assets 2023: $402,438Liabilities 2023: $0Net Assets 2023: $402,4382023Assets 2024: $418,905Liabilities 2024: $0Net Assets 2024: $418,9052024

Highlighted filing

2012

Assets$2,280,793
Liabilities$0
Net Assets$2,280,793

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $402,8512011Expenses 2012: $484,7282012Revenue 2013: $76,372Expenses 2013: $591,639Net Income 2013: -$515,2672013Revenue 2014: $72,693Expenses 2014: $643,627Net Income 2014: -$570,9342014Revenue 2017: $23,435Expenses 2017: $318,845Net Income 2017: -$295,4102017Revenue 2018: $8,603Expenses 2018: $56,117Net Income 2018: -$47,5142018Revenue 2020: $15,847Expenses 2020: $4,629Net Income 2020: $11,2182020Revenue 2021: $125,242Expenses 2021: $104,921Net Income 2021: $20,3212021Revenue 2022: $46,669Expenses 2022: $72,416Net Income 2022: -$25,7472022Revenue 2023: $5,725Expenses 2023: $80,633Net Income 2023: -$74,9082023Revenue 2024: $31,950Expenses 2024: $16,181Net Income 2024: $15,7692024

Highlighted filing

2012

Revenue-
Expenses$484,728
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL S SCHULTZVice President-$0--
KENNETH M SCHULTZPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ACADEMY MUSEUM EDUCATION CENTER PLEDGEEXEMPTBEVERLY HILLS, CA, US$250,000
Paid Grant-FILM & TELEVISION ARCHIVE,FLASHCAN 35MM TRANSFER EQUIPMENTEXEMPTPASADENA, CA, US$90,525
Paid Grant-EDUCATION SUPPORTEXEMPTLOS ANGELES, CA, US$50,000
Paid Grant-GENERAL OPERATIONS SUPPORTEXEMPTINDIANA, PA, US$25,000
Paid Grant-STAND UP FOR SKATEPARKS EVENTEXEMPTVISTA, CA, US$25,000
Paid Grant-MSCI DIRECTORS COMPLEX PLEDGEEXEMPTPITTSBURGH, PA, US$20,000
Paid Grant-EDUCATION PAVILIONEXEMPTENCINITAS, CA, US$10,000
Filing and Contact Details

Filer

EIN
26-3863383
Raw XML AppendixShowing 400 of 437 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/AccountingFees/NetInvestmentIncome01206
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0428699
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0452158
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0WELLS FARGO 2300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0224941
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0246393
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0WELLS FARGO 2300
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal01481115
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IRS990PF/BalanceSheets/UnrestrictedBOY01213853
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome017884
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1226775
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0WELLS FARGO 2300 LT SALES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1WELLS FARGO 2300 ST SALES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CAPITAL GAIN DISTRIBUTION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss011889
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted085246
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IRS990PF/DistributableAmount/MinimumInvestmentReturn086323
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01077
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01084
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02330594
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01752744
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0202286
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01550458
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable026291
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn086323
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01726453
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01752744
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CAROL S SCHULTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KENNETH M SCHULTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 675820
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 675820
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0RANCHO SANTA FE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1RANCHO SANTA FE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092067
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192067
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.36926
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IRS990PF/QualifyingDistributions/QualifyingDistributions0470525
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10KEN & CAROL SCHULTZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04803637984
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1013771 N Fountain Hills Blvd PMB 613
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FOUNTAIN HILLS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0AZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0852685939
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0AZ
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount650000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ACADEMY MUSEUM EDUCATION CENTER PLEDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATION PAVILION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3MSCI DIRECTORS COMPLEX PLEDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4STAND UP FOR SKATEPARKS EVENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5FILM & TELEVISION ARCHIVE,FLASHCAN 35MM TRANSFER EQUIPMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATION SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0THE ACADEMY OF MOTION PICTURE ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1LUXE ART INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2THE JAMES M STEWART MUSEUM FOUNDATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3UNIVERSITY OF PITTSBURGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4TONY HAWK FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5THE UCLA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6LOS ANGELES PHILHARMONIC ASSOCIATIO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 1 835 PHILADELPHIA ST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16151 SOUTH GRAND AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4VISTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PASADENA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode690012
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear085246
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IRS990PF/UndistributedIncome/ExcessFromYear4020000
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
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IRS990ScheduleB/ContributorInfo/AggregateContributions3201430
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10PO BOX 675820
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine12PO BOX 675820
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine13PO BOX 675820
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RANCHO SANTA FE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1RANCHO SANTA FE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2RANCHO SANTA FE
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IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1KEN CAROL SCHULTZ
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2KEN CAROL SCHULTZ
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual3KEN CAROL SCHULTZ
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IRS990ScheduleB/ContributorInfo/ContributorNumber13
IRS990ScheduleB/ContributorInfo/ContributorNumber22
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IRS990ScheduleB/ContributorInfo/NoncashContributionType2X
IRS990ScheduleB/ContributorInfo/NoncashContributionType3X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
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IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI13
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI22
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI31
IRS990ScheduleB/NoncashProperty/FairMarketValue0763628
IRS990ScheduleB/NoncashProperty/FairMarketValue1153723
IRS990ScheduleB/NoncashProperty/FairMarketValue2362334
IRS990ScheduleB/NoncashProperty/FairMarketValue3201430
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0750,000 PAR VALUE UNIV CALF REV 5.00% 5/15/22CUSIP 91412FHQ3
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription1150,000 PAR VALUE LOS ANGELES CA 5.00% 1/1/28CUSIP 544644QL4
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription2350,000 PAR VALUE LOS ANGELES CNTY CA 5.00% 10/1/22CUSIP 545149CBO
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription3200,000 PAR VALUE HOUSTON TX 5.00% 2/15/22 CUSIP 44236PAW8
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount0327
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome0164
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0392
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome1263
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome210
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome348
OtherExpensesSchedule/OtherExpenses/Description0OTHER
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/Description2FILING FEE
OtherExpensesSchedule/OtherExpenses/Description3BANK CHARGES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0392
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1263
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome210
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome348
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0392
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1263
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks210
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks348
OtherIncreasesSchedule/OtherIncreases/Amount0537
OtherIncreasesSchedule/OtherIncreases/Amount12461
OtherIncreasesSchedule/OtherIncreases/Amount21344
OtherIncreasesSchedule/OtherIncreases/Description0OTHER INCREASES
OtherIncreasesSchedule/OtherIncreases/Description1NONDIVIDEND DISTRIBUTIONS

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