Civic Intelligence

The Schultz Miller Foundation

990PF • Fiscal year 2020 • EIN 26-3863383

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
3200 N Central Ave 1800Phoenix, AZ 85012

(775) 273-8966

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-2.4%

Faster asset growth than 39% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$483,937

Down $23,806 (-4.7%) from 2018

Net Assets

Down

$483,937

Down $23,806 (-4.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Up

$15,847

Up $7,244 (+84%) from 2018

Expenses

Down

$4,629

Down $51,488 (-92%) from 2018

Net Income

Up

$11,218

Up $58,732 (+124%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2020

Assets$483,937
Liabilities$0
Net Assets$483,937
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

2020

Revenue$15,847
Expenses$4,629
Net Income$11,218
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN SCHULTZPresident-$0--
KELLY K MILLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Schultz Miller Foundation
EIN
26-3863383
Phone
7752738966
Address
3200 N CENTRAL AVE 1800, PHOENIX, AZ 85012

Signing Officer

Name
Ken Schultz
Title
President
Phone
7752738966
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton Tharp Llp
Address
323 N HIGHWAY 101, SOLANA BEACH, CA 92075
Preparer
Judith W Hamilton CPA
Phone
8584817702
Raw XML Appendix297 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.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0044820504 ASHMORE EMERG MKTS C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1256210105 DODGE & COX INCOME F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2277911491 EATON VANCE FLOATING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3957663503 WESTERN ASSET CORE P
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm474256W485 PRINCIPAL PREFERRED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt016427
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1179051
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt210940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3161710
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425824
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt015026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1188104
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt214533
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3174641
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt426046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt016141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt016414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm003875R205 ARBITRAGE FUND CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174925K581 BOSTON P LNG/SHRT RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2784463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3922908553 VANGUARD REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm409260C703 BLACKROCK GL L/S CRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm556166Y404 TORTOISE MLP & PIPEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm664128R608 NEUBERGER LONG SHORT FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012482
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02602
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0763
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015847
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015847
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02602
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012482
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012482
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011218
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042144
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0763
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0763
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02602
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02605
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03617
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0512
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015847
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03617
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ARBITRAGE FUND CLASS 1 1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BLACKROCK GL L/S CREDIT-K 1940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BOSTON P LNG/SHRT RE-INS 7015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TORTOISE MLP & PIPELINE-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02602
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011218
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0483937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0472719
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0483937
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023503
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023503
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023503
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023673
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0170
IRS990PF/DistributableAmountGrp/TotalTaxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0910
IRS990PF/FMVAssetsEOYAmt0508069
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0472719
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0483937
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02428
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01795
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0385952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0393952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0418350
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt074000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt050458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt050192
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010339
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037732
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037732
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0472719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0483937
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0508069
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0472719
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0483937
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0472719
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0483937
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0480663
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022018
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0458645
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07210
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023673
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0473453
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0480663
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEN SCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KELLY K MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05347 E ROYAL PALM RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15437 E ROYAL PALM RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARADISE VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PARADISE VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185253
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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/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/IndividualWithBooksNm0KENNETH M SCHULTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05347 E ROYAL PALM RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARADISE VALLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085253
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03104353075
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0KCSHULTZFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ONLINE LETTER OR INTEREST LOCATED AT HTTP://KCSHULTZFOUNDATION.ORG/GRANT-APPLICATIONS/LETTER- OF-INTEREST/. GRANT APPLICATION WILL BE FORWARDED TO INVITED APPLICANTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0APPLY ONLINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08557392922
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 N MAIN ST D4001-065
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINSTONSALEM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SUPPORTS EDUCATIONAL PROJECTS, HEALTHCARE ADVANCEMENT, ANIMAL WELFARE, AND ENCOURAGES THE STUDY OF THE HISTORY CREATED BY PRIOR GENERATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FEBRUARY 28 ANNUAL TO SUBMIT A LETTER OF INTEREST. IF INVITED, GRANT APPLICATIONS ARE DUE JULY 1 ANN
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/DistributableAsAdjustedAmt023503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0286243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0281665
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023503
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0258162
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0377745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0286243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030551
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0635907
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0659410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WF BASIS ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt095
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21930
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt048
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2965
TaxesSchedule/TaxesDetail/Amt0512
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0512
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07752738966
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHULTZ MILLER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORMERLY KEN & CAROL SCHULTZ FOUND
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0263863383
ReturnHeader/Filer/PhoneNum07752738966
ReturnHeader/Filer/USAddress/AddressLine1Txt03200 N CENTRAL AVE 1800
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271509117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON THARP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0323 N HIGHWAY 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLANA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092075
ReturnHeader/PreparerPersonGrp/PhoneNum08584817702
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH W HAMILTON CPA
ReturnHeader/ReturnTs02021-11-12T16:17:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULTZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$483,937
Liabilities
$0
Net assets
$483,937
Revenue
$15,847
Expenses
$4,629
Net income
$11,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.03$0.02$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.01$0.08$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.05$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.13$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.02$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.01$0.06$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.02$0.32$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.07$0.64$0.57
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.59$0.52
2012Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.48
2011Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.40