Civic Intelligence

Saul Schottenstein Foundation A

990PF • Fiscal year 2020 • EIN 27-0167486

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Two Miranova Place Suite 600Columbus, OH 43215

(614) 537-4455

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

17532%

Higher net margin than 100% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

11th percentile

-6.6%

Faster asset growth than 11% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$6,015,991

Down $426,322 (-6.6%) from 2019

Net Assets

Down

$6,015,991

Down $426,322 (-6.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$2,417

Down $97,079 (-103%) from 2019

Expenses

Down

$421,334

Down $16,693 (-3.8%) from 2019

Net Income

Down

-$423,751

Down $80,386 (-23%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $5,956,465Liabilities 2013: $0Net Assets 2013: $5,956,4652013Assets 2015: $7,020,660Liabilities 2015: $0Net Assets 2015: $7,020,6602015Assets 2016: $6,728,182Liabilities 2016: $0Net Assets 2016: $6,728,1822016Assets 2017: $6,651,935Liabilities 2017: $0Net Assets 2017: $6,651,9352017Assets 2018: $6,787,142Liabilities 2018: $0Net Assets 2018: $6,787,1422018Assets 2019: $6,442,313Liabilities 2019: $0Net Assets 2019: $6,442,3132019Assets 2020: $6,015,991Liabilities 2020: $0Net Assets 2020: $6,015,9912020Assets 2021: $7,049,303Liabilities 2021: $0Net Assets 2021: $7,049,3032021Assets 2022: $7,445,967Liabilities 2022: $0Net Assets 2022: $7,445,9672022Assets 2023: $7,674,691Liabilities 2023: $0Net Assets 2023: $7,674,6912023Assets 2024: $7,841,886Liabilities 2024: $0Net Assets 2024: $7,841,8862024

Highlighted filing

2020

Assets$6,015,991
Liabilities$0
Net Assets$6,015,991

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $424,387Expenses 2013: $46,725Net Income 2013: $377,6622013Revenue 2015: $866,247Expenses 2015: $145,936Net Income 2015: $720,3112015Revenue 2016: $127,335Expenses 2016: $419,813Net Income 2016: -$292,4782016Revenue 2017: $299,652Expenses 2017: $368,186Net Income 2017: -$68,5342017Revenue 2018: $561,970Expenses 2018: $428,508Net Income 2018: $133,4622018Revenue 2019: $94,662Expenses 2019: $438,027Net Income 2019: -$343,3652019Revenue 2020: -$2,417Expenses 2020: $421,334Net Income 2020: -$423,7512020Revenue 2021: $1,442,231Expenses 2021: $408,919Net Income 2021: $1,033,3122021Revenue 2022: $479,019Expenses 2022: $82,355Net Income 2022: $396,6642022Revenue 2023: $229,129Expenses 2023: $992,740Net Income 2023: -$763,6112023Revenue 2024: $3,605,799Expenses 2024: $597,544Net Income 2024: $3,008,2552024

Highlighted filing

2020

Revenue-$2,417
Expenses$421,334
Net Income-$423,751
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN S DIAMONDDirector-$0--
ANN S DESHEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Saul Schottenstein Foundation a
EIN
27-0167486
Phone
6145374455
Address
TWO MIRANOVA PLACE SUITE 600, COLUMBUS, OH 43215

Signing Officer

Name
Susan S Diamond
Title
President
Phone
7862167356
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ary Roepcke Mulchaey Pc
Address
TWO MIRANOVA PLACE SUITE 600, COLUMBUS, OH 43215
Preparer
Richard E Ary
Phone
6144863600
Raw XML Appendix305 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501 C(3) NON-PROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE." THIS FORM HAS BEEN PROPERLY FILED.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01175 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0375242
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0375242
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0355023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0375242
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0355023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0375242
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02571
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt034
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1411
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt043551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1411
TaxesSchedule/TaxesDetail/Amt02130
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN WITHHOLDING TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02130
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN S DIAMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07862167356
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAUL SCHOTTENSTEIN FOUNDATION A
ReturnHeader/Filer/BusinessNameControlTxt0SAUL
ReturnHeader/Filer/EIN0270167486
ReturnHeader/Filer/PhoneNum06145374455
ReturnHeader/Filer/USAddress/AddressLine1Txt0TWO MIRANOVA PLACE SUITE 600
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522370901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARY ROEPCKE MULCHAEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO MIRANOVA PLACE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06144863600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E ARY
ReturnHeader/ReturnTs02021-11-15T21:15:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIAMOND
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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