Civic Intelligence

The Schultz Miller Foundation

990PF • Fiscal year 2024 • EIN 26-3863383

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

4.1%

Faster asset growth than 58% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

458%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$418,905

Up $16,467 (+4.1%) from 2023

Net Assets

Up

$418,905

Up $16,467 (+4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Up

$31,950

Up $26,225 (+458%) from 2023

Expenses

Down

$16,181

Down $64,452 (-80%) from 2023

Net Income

Up

$15,769

Up $90,677 (+121%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2024

Assets$418,905
Liabilities$0
Net Assets$418,905
Open 2024 Filing

Operations Trend

Revenue Growth97th 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

2024

Revenue$31,950
Expenses$16,181
Net Income$15,769
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN SCHULTZPresident-$0--
KELLY K MILLERSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOSPICE OF THE VALLEYSMEDICALPCMURRIETA, CA, US$10,000
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
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
323 N HIGHWAY 101, SOLANA BEACH, CA 92075
Preparer
Judith W Hamilton CPA
Phone
8584817702
Raw XML Appendix278 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
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JP MORGAN - BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0223598
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0221192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0167072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0193370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP MORGAN - STOCK
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119204
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN ST COVERED
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN LT NONCOVERED
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0698
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021024
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021024
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0377
IRS990PF/DistributableAmountGrp/TotalTaxAmt0377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0377
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0377
IRS990PF/FMVAssetsEOYAmt0442797
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06518
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021401
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0428029
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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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/AddressLine1Txt15347 E ROYAL PALM RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARADISE VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PARADISE VALLEY
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KENNETH M SCHULTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085253
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0APPLY ONLINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08557392922
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 N MAIN ST D4001-065
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOSPICE OF THE VALLEYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt041391 KALMIA ST STE 300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092562
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044391
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt075461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011024
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021232
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0172536
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt052684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044391
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt075461
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0193768
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0204792
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PAYMENTS IN LIEU
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ADJUSTED BASIS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0132
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt182
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0132
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt182
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0698
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0WASH SALE GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt190
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt145
TaxesSchedule/TaxesDetail/Amt0123
TaxesSchedule/TaxesDetail/Amt1162
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0123
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1162
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07752738966
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHULTZ MILLER FOUNDATION
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY 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/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH W HAMILTON CPA
ReturnHeader/ReturnTs02025-11-11T18:58:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$418,905
Liabilities
$0
Net assets
$418,905
Revenue
$31,950
Expenses
$16,181
Net income
$15,769
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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