Civic Intelligence

Stephen E and Deborah May Scherer Foundation

990PF • Fiscal year 2020 • EIN 27-3585804

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 14, 2021

Organization Profile
1901 Avenue Of The Stars 11th FLLos Angeles, CA 90067

(310) 556-2055

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

96th percentile

92%

Higher net margin than 96% 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

87th percentile

73%

Faster asset growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

24%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$77,479

Up $32,803 (+73%) from 2019

Net Assets

Up

$77,479

Up $32,803 (+73%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Up

$26,617

Up $5,144 (+24%) from 2019

Expenses

Up

$2,234

Up $1,289 (+136%) from 2019

Net Income

Up

$24,383

Up $3,855 (+19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$300K$200K$100K$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2017: $10,671Liabilities 2017: $0Net Assets 2017: $10,6712017Assets 2018: $18,854Liabilities 2018: $0Net Assets 2018: $18,8542018Assets 2019: $44,676Liabilities 2019: $0Net Assets 2019: $44,6762019Assets 2020: $77,479Liabilities 2020: $0Net Assets 2020: $77,4792020Assets 2021: $124,191Liabilities 2021: $0Net Assets 2021: $124,1912021Assets 2022: $116,192Liabilities 2022: $0Net Assets 2022: $116,1922022Assets 2023: $183,717Liabilities 2023: $0Net Assets 2023: $183,7172023Assets 2024: $247,802Liabilities 2024: $0Net Assets 2024: $247,8022024

Highlighted filing

2020

Assets$77,479
Liabilities$0
Net Assets$77,479
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2017: $5,069Expenses 2017: $250Net Income 2017: $4,8192017Revenue 2018: $10,421Expenses 2018: $535Net Income 2018: $9,8862018Revenue 2019: $21,473Expenses 2019: $945Net Income 2019: $20,5282019Revenue 2020: $26,617Expenses 2020: $2,234Net Income 2020: $24,3832020Revenue 2021: $31,049Expenses 2021: $4,514Net Income 2021: $26,5352021Revenue 2022: $1,028Expenses 2022: $6,235Net Income 2022: -$5,2072022Revenue 2023: $2,374Expenses 2023: $6,015Net Income 2023: -$3,6412023Revenue 2024: $6,094Expenses 2024: $9,566Net Income 2024: -$3,4722024

Highlighted filing

2020

Revenue$26,617
Expenses$2,234
Net Income$24,383
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN E SCHERERCEO-$0--
DEBORAH MAY SCHERERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Stephen E and Deborah May Scherer
EIN
27-3585804
Phone
3105562055
Address
1901 AVENUE OF THE STARS 11TH FL, LOS ANGELES, CA 90067

Signing Officer

Name
Stephen E Scherer
Title
President & CEO
Signed
2021-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Private Financial Counseling
Address
1901 Ave of the Stars 11th Fl, Los Angeles, CA 90067
Preparer
Christopher T Bradford
Phone
3105562055
Raw XML Appendix245 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt033838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt215687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCHWAB S&P 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1S P D R TRUST UNIT SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESCO QQQ TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3QUALCOMM, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt033838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0915
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0310000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-230
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0915
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-230
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02234
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02234
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt025932
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt024383
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt025702
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-230
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026617
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0300 CHURCH & DWIGHT CO., INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-230
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-230
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt024383
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08420
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt077479
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt044676
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt077479
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013
IRS990PF/DistributableAmountGrp/TotalTaxAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013
IRS990PF/FMVAssetsEOYAmt077479
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt044676
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt044675
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt075836
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt075836
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01643
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01643
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt044676
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt077479
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt077479
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt044676
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt077479
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt044676
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt077479
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN E SCHERER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBORAH MAY SCHERER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01901 AVENUE OF THE STARS 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11901 AVENUE OF THE STARS 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0900676001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1900676001
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02234
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02234
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02234
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01901 AVENUE OF THE STARS 11TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0900676001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHEN E SCHERER
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105562055
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN E SCHERER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WESTWOOD UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010497 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0STEPHEN E SCHERER
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1DEBORAH MAY SCHERER
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02234
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03964
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0250
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02234
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02234
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03964
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01730
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN E SCHERER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0230 STRADA CORTA RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090077
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025932
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt025932
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0300 SHARES CHURCH & DWIGHT CO, COMMON
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN E SCHERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN E AND DEBORAH MAY SCHERER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0273585804
ReturnHeader/Filer/PhoneNum03105562055
ReturnHeader/Filer/USAddress/AddressLine1Txt01901 AVENUE OF THE STARS 11TH FL
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953884083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Private Financial Counseling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 Ave of the Stars 11th Fl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090067
ReturnHeader/PreparerPersonGrp/PhoneNum03105562055
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher T Bradford
ReturnHeader/ReturnTs02021-06-14T13:10:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHERER
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
$77,479
Liabilities
$0
Net assets
$77,479
Revenue
$26,617
Expenses
$2,234
Net income
$24,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.06$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.02$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.01$0.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.31$0.05$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.27$0.02$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.21$0.01$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.10$0.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.05$0.00$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00