Civic Intelligence

Anton E B Schefer Foundation

990PF • Fiscal year 2021 • EIN 27-3799685

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 18, 2022

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

47th percentile

11%

Higher net margin than 47% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

44th percentile

4.9%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Assets

Up

$1,412,285

Up $65,596 (+4.9%) from 2020

Net Assets

Up

$1,412,285

Up $65,596 (+4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$573,735

Up $1,047,502 (+221%) from 2020

Expenses

Up

$508,139

Up $489,382 (+2609%) from 2020

Net Income

Up

$65,596

Up $558,120 (+113%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $210,008Liabilities 2012: $0Net Assets 2012: $210,0082012Assets 2013: $341,040Liabilities 2013: $0Net Assets 2013: $341,0402013Assets 2014: $330,142Liabilities 2014: $0Net Assets 2014: $330,1422014Assets 2015: $173,600Liabilities 2015: $0Net Assets 2015: $173,6002015Assets 2016: $1,012,439Liabilities 2016: $0Net Assets 2016: $1,012,4392016Assets 2017: $619,214Liabilities 2017: $0Net Assets 2017: $619,2142017Assets 2018: $1,285,359Liabilities 2018: $0Net Assets 2018: $1,285,3592018Assets 2019: $1,839,213Liabilities 2019: $0Net Assets 2019: $1,839,2132019Assets 2020: $1,346,689Liabilities 2020: $0Net Assets 2020: $1,346,6892020Assets 2021: $1,412,285Liabilities 2021: $0Net Assets 2021: $1,412,2852021Assets 2022: $1,390,713Liabilities 2022: $0Net Assets 2022: $1,390,7132022Assets 2023: $1,219,997Liabilities 2023: $0Net Assets 2023: $1,219,9972023Assets 2024: $1,427,117Liabilities 2024: $0Net Assets 2024: $1,427,1172024

Highlighted filing

2021

Assets$1,412,285
Liabilities$0
Net Assets$1,412,285

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $02012Revenue 2013: $165,053Expenses 2013: $34,021Net Income 2013: $131,0322013Revenue 2014: $118,130Expenses 2014: $129,028Net Income 2014: -$10,8982014Revenue 2015: $110,033Expenses 2015: $266,575Net Income 2015: -$156,5422015Revenue 2016: $1,193,014Expenses 2016: $354,175Net Income 2016: $838,8392016Revenue 2017: $47,423Expenses 2017: $440,648Net Income 2017: -$393,2252017Revenue 2018: $993,588Expenses 2018: $327,443Net Income 2018: $666,1452018Revenue 2019: $805,051Expenses 2019: $251,197Net Income 2019: $553,8542019Revenue 2020: -$473,767Expenses 2020: $18,757Net Income 2020: -$492,5242020Revenue 2021: $573,735Expenses 2021: $508,139Net Income 2021: $65,5962021Revenue 2022: $134,515Expenses 2022: $156,087Net Income 2022: -$21,5722022Revenue 2023: $72,206Expenses 2023: $242,922Net Income 2023: -$170,7162023Revenue 2024: $460,222Expenses 2024: $253,102Net Income 2024: $207,1202024

Highlighted filing

2021

Revenue$573,735
Expenses$508,139
Net Income$65,596
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 18, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Winston Dalton MeadeDir, Treas-$0--
Elizabeth Alexandra Meade CodraroDir, Sec-$0--
Okla Basil Meade JrDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
Anton E B Schefer Foundation
EIN
27-3799685
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
0
Title
President
Phone
8008391754
Signed
2022-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix322 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Okla Basil Meade Jr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 E 56TH ST NO 211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11120 AVE OF THE AMERICAS 17TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 400173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222904
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0491652
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/AppliedToCurrentYearAmt058005
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0217178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0301885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0403517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0347830
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0347830
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01361252
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0438672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0217178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0301885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0403517
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0496677
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0438672
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01709082
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01270410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Anton Schefer Trust dtd 12312009
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06 Ampthill RoaD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Richmond
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023226
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0470234
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $491,652. This amount represents 25% or more of the Foundation's net assets of $1,240,993 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08932
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08932
TaxesSchedule/TaxesDetail/Amt02100
TaxesSchedule/TaxesDetail/Amt1430
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2021
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm00
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anton E B Schefer Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANTO
ReturnHeader/Filer/EIN0273799685
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-07-21T09:36:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OKLA BASIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEADE JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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