Civic Intelligence

Lori Schottenstein Foundation

990PF • Fiscal year 2010 • EIN 31-1533377

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 10, 2011

Organization Profile
4300 EAST 5th AVE43219
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$4,864,355

No earlier filing loaded for comparison.

Net Assets

$4,864,355

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,054,997

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,864,355Liabilities 2010: $0Net Assets 2010: $4,864,3552010Assets 2011: $4,846,773Liabilities 2011: $0Net Assets 2011: $4,846,7732011Assets 2012: $4,997,643Liabilities 2012: $0Net Assets 2012: $4,997,6432012Assets 2013: $5,059,138Liabilities 2013: $0Net Assets 2013: $5,059,1382013Assets 2014: $5,217,669Liabilities 2014: $0Net Assets 2014: $5,217,6692014Assets 2015: $5,388,074Liabilities 2015: $0Net Assets 2015: $5,388,0742015Assets 2016: $5,087,483Liabilities 2016: $0Net Assets 2016: $5,087,4832016Assets 2017: $5,057,175Liabilities 2017: $0Net Assets 2017: $5,057,1752017Assets 2018: $4,940,272Liabilities 2018: $0Net Assets 2018: $4,940,2722018Assets 2019: $4,892,361Liabilities 2019: $0Net Assets 2019: $4,892,3612019Assets 2020: $4,630,316Liabilities 2020: $0Net Assets 2020: $4,630,3162020Assets 2021: $4,648,662Liabilities 2021: $0Net Assets 2021: $4,648,6622021Assets 2022: $4,313,338Liabilities 2022: $0Net Assets 2022: $4,313,3382022Assets 2023: $4,162,576Liabilities 2023: $0Net Assets 2023: $4,162,5762023Assets 2024: $4,233,778Liabilities 2024: $0Net Assets 2024: $4,233,7782024

Highlighted filing

2010

Assets$4,864,355
Liabilities$0
Net Assets$4,864,355
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,054,9972010Expenses 2011: $210,2172011Expenses 2012: $174,6062012Revenue 2013: $267,322Expenses 2013: $205,827Net Income 2013: $61,4952013Revenue 2014: $197,566Expenses 2014: $39,035Net Income 2014: $158,5312014Revenue 2015: $198,265Expenses 2015: $27,860Net Income 2015: $170,4052015Revenue 2016: $146,383Expenses 2016: $446,974Net Income 2016: -$300,5912016Revenue 2017: $306,368Expenses 2017: $336,676Net Income 2017: -$30,3082017Revenue 2018: $240,561Expenses 2018: $357,464Net Income 2018: -$116,9032018Revenue 2019: $371,246Expenses 2019: $419,157Net Income 2019: -$47,9112019Revenue 2020: $257,351Expenses 2020: $519,396Net Income 2020: -$262,0452020Revenue 2021: $541,797Expenses 2021: $523,451Net Income 2021: $18,3462021Revenue 2022: $275,138Expenses 2022: $610,462Net Income 2022: -$335,3242022Revenue 2023: $425,277Expenses 2023: $576,039Net Income 2023: -$150,7622023Revenue 2024: $547,821Expenses 2024: $476,619Net Income 2024: $71,2022024

Highlighted filing

2010

Revenue-
Expenses$2,054,997
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 10, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Geraldine SchottensteinPresident-$0--
Jay SchottensteinVice-President-$0--
Susan DiamondSecretary-$0--
Ann DesheTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOSU Chabad HouseLori Schottenstein Chabad HouseReligious/Community Assistance501(c)(3)New Albany, OH, US$1,950,105
Paid GrantColumbus Torah AcademyEducation501(c)(3)Columbus, OH, US$67,500
Paid GrantColumbus Jewish FederationReligious501(c)(3)Columbus, OH, US$20,000
Filing and Contact Details

Filer

EIN
31-1533377
Raw XML AppendixShowing 400 of 407 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/Statement0The Attorney General of the State of Ohio does not require the filing of Federal Form 990-PF for 501c(3) nonprofit organizations. Ohio requires the filing of a statement entitled "Verification of Filing with the Internal Revenue Service."
GeneralExplanationAttachment/GeneralExplanation/Explanation0The Attorney General of the State of Ohio does not require the filing of Federal Form 990-PF for 501c(3) non-profit organizations. Ohio requires the filing of a statement entitled "Verification of Filing with the Internal Revenue Service."
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0Form 990-PF, Part VII-A 8b
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Geraldine Schottenstein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Jay Schottenstein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Susan Diamond
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Ann Deshe
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IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01950105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount267500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Religious/Community Assistance
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Religious
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OSU Chabad HouseLori Schottenstein Chabad House
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Columbus Jewish Federation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Columbus Torah Academy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine106220 East Dublin Granville Rd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111175 College Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12181 Noe Bixby Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0New Albany
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Columbus
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Columbus
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode043054
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode143209
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode243213
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0263977
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0263977
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20162571
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30569873
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear408974
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5034149
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5034149
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02515046
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01773628
IRS990PF/UndistributedIncome/ExcessFromYear20162571
IRS990PF/UndistributedIncome/ExcessFromYear30569873
IRS990PF/UndistributedIncome/ExcessFromYear408974
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions02037605
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01773628
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus02549195
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0775567
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0900000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine104300 E 5th Ave
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Columbus
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode043219
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10Lori Schottenstein
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0State Ohio Filing Fee
OtherExpensesSchedule/OtherExpenses/Description1Misc. Expense
OtherExpensesSchedule/OtherExpenses/Description2Amortizaton Bond Premium
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome21454
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21454
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0142
OtherIncomeSchedule2/OtherIncome/Description0misc
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0142
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0142
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount04582
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Management fee
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome04582
TaxesSchedule/Taxes/Amount04149
TaxesSchedule/Taxes/Amount11982
TaxesSchedule/Taxes/Category0Foreign tax
TaxesSchedule/Taxes/Category12009 Excise Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome04149
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311533377
ReturnHeader/Filer/Name/BusinessNameLine10LORI SCHOTTENSTEIN FOUNDATION
ReturnHeader/Filer/NameControl0LORI
ReturnHeader/Filer/Phone06144494253
ReturnHeader/Filer/USAddress/AddressLine104300 EAST 5th AVE
ReturnHeader/Filer/USAddress/City0COLUMBUS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043219
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-10
ReturnHeader/Officer/Name0Geraldine Schottenstein
ReturnHeader/Officer/Phone06144494253
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHARLES SPICER INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104300 EAST FIFTH AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043219

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,864,355
Liabilities
$0
Net assets
$4,864,355
Revenue
-
Expenses
$2,054,997
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.55$0.48$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.43$0.58$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.28$0.61$0.34
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.54$0.52$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.26$0.52$0.26
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.37$0.42$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.24$0.36$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.31$0.34$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.15$0.45$0.30
2015Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.20$0.03$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.20$0.04$0.16
2013Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.27$0.21$0.06
2012Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.17
2011Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.21
2010Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$2.05