Civic Intelligence

Jay and Jean Schottenstein Foundation

EIN 31-1111955 • Columbus, OH

CO Tt Assoc Inc 4300 E Fifth AvColumbus, OH 43219
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

1.39x

Higher debt load relative to assets than 98% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.60x

Higher debt load relative to revenue than 76% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

77th percentile

30%

Higher net margin than 77% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

45th percentile

2.8%

Faster asset growth than 45% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

27%

Faster revenue growth than 72% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,456,755

Up $280,718 (+2.8%) from 2023

Liabilities

Flat

$14,531,834

Flat from 2023

Net Assets

Up

-$4,075,079

Up $280,718 (+6.4%) from 2023

Revenue

Up

$24,387,230

Up $5,250,679 (+27%) from 2023

Expenses

Up

$17,101,987

Up $2,837,979 (+20%) from 2023

Net Income

Up

$7,285,243

Up $2,412,700 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$20M$0-$20M-$40MAssets 2010: $6,342,230Liabilities 2010: $7,829,304Net Assets 2010: -$1,487,0742010Assets 2011: $7,693,828Liabilities 2011: $14,920,676Net Assets 2011: -$7,226,8482011Assets 2012: $6,522,682Liabilities 2012: $20,569,332Net Assets 2012: -$14,046,6502012Assets 2013: $6,505,775Liabilities 2013: $27,765,167Net Assets 2013: -$21,259,3922013Assets 2014: $6,863,891Liabilities 2014: $32,843,942Net Assets 2014: -$25,980,0512014Assets 2015: $35,486,923Liabilities 2015: $32,505,311Net Assets 2015: $2,981,6122015Assets 2020: $8,287,205Liabilities 2020: $20,312,469Net Assets 2020: -$12,025,2642020Assets 2021: $12,858,446Liabilities 2021: $14,536,634Net Assets 2021: -$1,678,1882021Assets 2022: $10,058,354Liabilities 2022: $14,531,834Net Assets 2022: -$4,473,4802022Assets 2023: $10,176,037Liabilities 2023: $14,531,834Net Assets 2023: -$4,355,7972023Assets 2024: $10,456,755Liabilities 2024: $14,531,834Net Assets 2024: -$4,075,0792024

Highlighted filing

2024

Assets$10,456,755
Liabilities$14,531,834
Net Assets-$4,075,079

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MExpenses 2010: $6,110,5012010Expenses 2011: $8,807,9632011Expenses 2012: $9,775,9252012Revenue 2013: $3,338,937Expenses 2013: $10,551,679Net Income 2013: -$7,212,7422013Revenue 2014: $4,490,273Expenses 2014: $9,210,932Net Income 2014: -$4,720,6592014Revenue 2015: $38,928,840Expenses 2015: $9,967,177Net Income 2015: $28,961,6632015Revenue 2020: $14,535,862Expenses 2020: $9,778,615Net Income 2020: $4,757,2472020Revenue 2021: $29,259,001Expenses 2021: $17,865,422Net Income 2021: $11,393,5792021Revenue 2022: $13,356,737Expenses 2022: $16,152,029Net Income 2022: -$2,795,2922022Revenue 2023: $19,136,551Expenses 2023: $14,264,008Net Income 2023: $4,872,5432023Revenue 2024: $24,387,230Expenses 2024: $17,101,987Net Income 2024: $7,285,2432024

Highlighted filing

2024

Revenue$24,387,230
Expenses$17,101,987
Net Income$7,285,243

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY SCHOTTENSTEINPresident-$0--
JEAN SCHOTTENSTEINSecretary & Treasurer-$0--
JEFFREY SCHOTTENSTEINVice President-$0--
JONATHAN SCHOTTENSTEINVice President-$0--
JOSEPH SCHOTTENSTEINVice President-$0--
Filing and Contact Details

Filer

Filer Name
Jay and Jean Schottenstein Foundation
EIN
31-1111955
Phone
6144493559
Address
CO TT ASSOC INC 4300 E FIFTH AV, COLUMBUS, OH 43219

Signing Officer

Name
Jay Schottenstein
Title
President
Phone
6142219200
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
T&t Associates Inc
Address
4300 EAST FIFTH AVENUE, COLUMBUS, OH 43219
Preparer
Tracy Van Loon
Phone
6144493559
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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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DistributionFromCorpusElection/ElectionDesc0PURSUANT TO TREASURY REGULATION 53.4942(A)-(3)(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. THE ELECTED AMOUNT IS $16,229,449
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501 C(3) NONPROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE."
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