Civic Intelligence

Alan and Mary Schulman Family Foundation

EIN 33-0830419 • Rancho Santa Fe, CA

PO Box 7057Rancho Santa Fe, CA 92067
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

7th percentile

-273%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-9.5%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-23%

Faster revenue growth than 31% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$268,130

Down $28,214 (-9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$268,130

Down $28,214 (-9.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Down

$10,345

Down $3,084 (-23%) from 2023

Expenses

Up

$38,559

Up $23,257 (+152%) from 2023

Net Income

Down

-$28,214

Down $26,341 (-1406%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2010: $262,267Liabilities 2010: $0Net Assets 2010: $262,2672010Assets 2011: $176,449Liabilities 2011: $0Net Assets 2011: $176,4492011Assets 2014: $322,207Liabilities 2014: $0Net Assets 2014: $322,2072014Assets 2015: $277,941Liabilities 2015: $0Net Assets 2015: $277,9412015Assets 2016: $416,045Liabilities 2016: $0Net Assets 2016: $416,0452016Assets 2017: $390,753Liabilities 2017: $0Net Assets 2017: $390,7532017Assets 2018: $372,686Liabilities 2018: $0Net Assets 2018: $372,6862018Assets 2019: $354,990Liabilities 2019: $0Net Assets 2019: $354,9902019Assets 2020: $335,623Liabilities 2020: $0Net Assets 2020: $335,6232020Assets 2021: $290,736Liabilities 2021: $0Net Assets 2021: $290,7362021Assets 2022: $298,217Liabilities 2022: $0Net Assets 2022: $298,2172022Assets 2023: $296,344Liabilities 2023: $0Net Assets 2023: $296,3442023Assets 2024: $268,130Liabilities 2024: $0Net Assets 2024: $268,1302024

Highlighted filing

2024

Assets$268,130
Liabilities$0
Net Assets$268,130
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$200K$100K$0-$100KExpenses 2010: $88,1192010Expenses 2011: $90,1112011Revenue 2014: $481Expenses 2014: $48,764Net Income 2014: -$48,2832014Revenue 2015: $418Expenses 2015: $44,684Net Income 2015: -$44,2662015Revenue 2016: $195,173Expenses 2016: $57,069Net Income 2016: $138,1042016Revenue 2017: $3,967Expenses 2017: $29,259Net Income 2017: -$25,2922017Revenue 2018: $5,114Expenses 2018: $23,181Net Income 2018: -$18,0672018Revenue 2019: $6,192Expenses 2019: $23,888Net Income 2019: -$17,6962019Revenue 2020: $5,142Expenses 2020: $24,509Net Income 2020: -$19,3672020Revenue 2021: -$2,915Expenses 2021: $41,972Net Income 2021: -$44,8872021Revenue 2022: $47,368Expenses 2022: $39,887Net Income 2022: $7,4812022Revenue 2023: $13,429Expenses 2023: $15,302Net Income 2023: -$1,8732023Revenue 2024: $10,345Expenses 2024: $38,559Net Income 2024: -$28,2142024

Highlighted filing

2024

Revenue$10,345
Expenses$38,559
Net Income-$28,214
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$268,130
Liabilities
$0
Net assets
$268,130
Revenue
$10,345
Expenses
$38,559
Net income
-$28,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.10$0.39$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.13$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.47$0.40$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.03$0.42$0.45
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.05$0.25$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.06$0.24$0.18
2018Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.05$0.23$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.04$0.29$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$1.95$0.57$1.38
2015Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.00$0.45$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.00$0.49$0.48
2011Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.90
2010Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN SCHULMANTrusteePT$0--
MARY SCHULMANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Alan and Mary Schulman Family Foundation
EIN
33-0830419
Phone
8587597658
Address
PO BOX 7057, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Alan Schulman
Title
President
Phone
8587597658
Signed
2025-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Atlas Cpas & Advisors Pc
Address
16644 W BERNARDO DRIVE, SAN DIEGO, CA 92127
Preparer
Jacki Munchus CPA
Phone
8586130180
Raw XML Appendix329 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE LEUKEMIA & LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NATIONAL CONFLICT RESOLUTION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JEWISH FEDERATION OF THE DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONPRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONPRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONPRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NONPRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15998 ALCALA PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21275 PEACHTREE STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31201 15TH STREET NW SUITE 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4530 B ST STE 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt569710 HIGHWAY 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DEER HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592270
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035500
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/AppliedToCurrentYearAmt018722
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072054
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011203
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016778
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt075036
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058258
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02195
TaxesSchedule/TaxesDetail/Amt0164
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0164
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN SCHULMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08587597658
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN AND MARY SCHULMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0330830419
ReturnHeader/Filer/PhoneNum08587597658
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7057
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0993865240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATLAS CPAS & ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016644 W BERNARDO DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092127
ReturnHeader/PreparerPersonGrp/PhoneNum08586130180
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACKI MUNCHUS CPA
ReturnHeader/ReturnTs02025-08-08T16:10:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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