Civic Intelligence

Lori Schottenstein Foundation

990PF • Fiscal year 2015 • EIN 31-1533377

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization Profile
4300 EAST 5th AVEColumbus, OH 43219

(614) 449-4253

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.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

62nd percentile

3.3%

Faster asset growth than 62% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

0.4%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$5,388,074

Up $170,405 (+3.3%) from 2014

Net Assets

Up

$5,388,074

Up $170,405 (+3.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin96th percentile

Revenue

Up

$198,265

Up $699 (+0.4%) from 2014

Expenses

Down

$27,860

Down $11,175 (-29%) from 2014

Net Income

Up

$170,405

Up $11,874 (+7.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2015

Assets$5,388,074
Liabilities$0
Net Assets$5,388,074
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

2015

Revenue$198,265
Expenses$27,860
Net Income$170,405
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori SchottensteinPresident-$0--
Jay SchottensteinTreasurer-$0--
Joseph SchottensteinSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lori Schottenstein Foundation
EIN
31-1533377
Phone
6144494253
Address
4300 EAST 5th AVE, COLUMBUS, OH 43219

Signing Officer

Name
Lori Schottenstein
Title
President
Phone
6144494253
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Charles Spicer Inc
Address
4300 EAST FIFTH AVE, COLUMBUS, OH 43219
Preparer
Charles J Spicer
Phone
6144494253
Raw XML Appendix324 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 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."
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lori Schottenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jay Schottenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Joseph Schottenstein
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Charles Spicer Inc
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04300 EAST FIFTH AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Columbus
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06144494253
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Assistance for adults living with mental illness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Melissa's House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01623 Taylor Corners Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Blacklick
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0334656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0329656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01461955
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0329656
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01132299
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01132299
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01461955
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Amortizaton Bond Premium
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09027
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06007
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06007
TaxesSchedule/TaxesDetail/Amt01548
TaxesSchedule/TaxesDetail/Amt13628
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/CategoryTxt12014 Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01548
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Schottenstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06144494253
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORI SCHOTTENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LORI
ReturnHeader/Filer/EIN0311533377
ReturnHeader/Filer/PhoneNum06144494253
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 EAST 5th AVE
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311132985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES SPICER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 EAST FIFTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043219
ReturnHeader/PreparerPersonGrp/PhoneNum06144494253
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles J Spicer
ReturnHeader/ReturnTs02016-11-11T11:05:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,388,074
Liabilities
$0
Net assets
$5,388,074
Revenue
$198,265
Expenses
$27,860
Net income
$170,405
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