Civic Intelligence

Schmertzler Family Foundation

EIN 31-6674420 • St Petersburg, FL

2270 Pinellas Point Dr SSt Petersburg, FL 33712
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-53%

Higher net margin than 9% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

14th percentile

-15%

Faster asset growth than 14% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

83%

Faster revenue growth than 86% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$796,785

Down $407,919 (-34%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$796,785

Down $407,919 (-34%) from 2022

Operations
Liabilities / Revenue44th percentileNet Margin9th percentile

Revenue

Up

$269,119

Up $180,140 (+202%) from 2022

Expenses

Up

$412,580

Up $55 (+0.0%) from 2022

Net Income

Up

-$143,461

Up $180,085 (+56%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $886,206Liabilities 2011: $0Net Assets 2011: $886,2062011Assets 2013: $1,935,247Liabilities 2013: $0Net Assets 2013: $1,935,2472013Assets 2014: $1,345,280Liabilities 2014: $0Net Assets 2014: $1,345,2802014Assets 2015: $1,331,022Liabilities 2015: $0Net Assets 2015: $1,331,0222015Assets 2016: $1,707,964Liabilities 2016: $0Net Assets 2016: $1,707,9642016Assets 2017: $1,616,447Liabilities 2017: $0Net Assets 2017: $1,616,4472017Assets 2018: $1,528,738Liabilities 2018: $0Net Assets 2018: $1,528,7382018Assets 2019: $1,477,289Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $1,482,613Liabilities 2020: $0Net Assets 2020: $1,482,6132020Assets 2021: $1,528,250Liabilities 2021: $0Net Assets 2021: $1,528,2502021Assets 2022: $1,204,704Liabilities 2022: $0Net Assets 2022: $1,204,7042022Assets 2024: $796,785Liabilities 2024: $0Net Assets 2024: $796,7852024

Highlighted filing

2024

Assets$796,785
Liabilities$0
Net Assets$796,785
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $14,6022011Revenue 2013: -$168Expenses 2013: $642,694Net Income 2013: -$642,8622013Revenue 2014: -$16,841Expenses 2014: $573,126Net Income 2014: -$589,9672014Revenue 2015: -$4,258Expenses 2015: $10,000Net Income 2015: -$14,2582015Revenue 2016: $381,571Expenses 2016: $4,629Net Income 2016: $376,9422016Revenue 2017: $18,281Expenses 2017: $109,798Net Income 2017: -$91,5172017Revenue 2018: $24,151Expenses 2018: $111,860Net Income 2018: -$87,7092018Revenue 2019: $61,203Expenses 2019: $112,652Net Income 2019: -$51,4492019Revenue 2020: $35,267Expenses 2020: $29,943Net Income 2020: $5,3242020Revenue 2021: $69,160Expenses 2021: $23,523Net Income 2021: $45,6372021Revenue 2022: $88,979Expenses 2022: $412,525Net Income 2022: -$323,5462022Revenue 2024: $269,119Expenses 2024: $412,580Net Income 2024: -$143,4612024

Highlighted filing

2024

Revenue$269,119
Expenses$412,580
Net Income-$143,461
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$796,785
Liabilities
$0
Net assets
$796,785
Revenue
$269,119
Expenses
$412,580
Net income
-$143,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.27$0.41$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.09$0.41$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.07$0.02$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$0.00$0.06$0.11$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.02$0.11$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.02$0.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.38$0.00$0.38
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.02$0.57$0.59
2013Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.00$0.64$0.64
2011Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SCHMERTZLERTrustee-$0--
KUNI SUZUKI SCHMERTZLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schmertzler Family Foundation
EIN
31-6674420
In Care Of
% MICHAEL SCHMERTZLER
Address
2270 PINELLAS POINT DR S, ST PETERSBURG, FL 33712

Signing Officer

Name
Michael Schmertzler
Title
Trustee
Phone
2123074800
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Resnick Vergos LLC
Address
230 PARK AVENUE -3RD FL WEST, NEW YORK, NY 10169
Preparer
Mathew Resnick
Phone
2123074800
Raw XML Appendix267 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt068879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0323056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0198765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0852942
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0331121
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0323056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0198765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0400000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0331121
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0852942
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0521821
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03875
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13155
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1UNSETTLED TRADES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03553
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08688
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CLASS ACTION SETTLEMENT
TaxesSchedule/TaxesDetail/Amt0392
TaxesSchedule/TaxesDetail/Amt13500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0392
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SCHMERTZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123074800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHMERTZLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHM
ReturnHeader/Filer/EIN0316674420
ReturnHeader/Filer/InCareOfNm0% MICHAEL SCHMERTZLER
ReturnHeader/Filer/USAddress/AddressLine1Txt02270 PINELLAS POINT DR S
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033712
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RESNICK VERGOS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 PARK AVENUE -3RD FL WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010169
ReturnHeader/PreparerPersonGrp/PhoneNum02123074800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATHEW RESNICK
ReturnHeader/ReturnTs02025-11-12T14:04:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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