Civic Intelligence

Schoellerman Foundation

990 • Fiscal year 2021 • EIN 33-0844075

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization ProfileN/A
2845 Cassia StreetNewport, CA 92660

(949) 660-7000

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

66th percentile

23%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

6.3%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

130%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,263,866

Up $135,138 (+6.3%) from 2020

Net Assets

Up

$2,263,866

Up $135,138 (+6.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin66th percentile

Revenue

Up

$124,364

Up $70,191 (+130%) from 2020

Expenses

Down

$96,227

Down $316,484 (-77%) from 2020

Net Income

Up

$28,137

Up $386,675 (+108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,128,728Liabilities 2020: $0Net Assets 2020: $2,128,7282020Assets 2021: $2,263,866Liabilities 2021: $0Net Assets 2021: $2,263,8662021Assets 2022: $1,719,300Liabilities 2022: $0Net Assets 2022: $1,719,3002022Assets 2023: $1,697,091Liabilities 2023: $0Net Assets 2023: $1,697,0912023Assets 2024: $1,667,378Liabilities 2024: $0Net Assets 2024: $1,667,3782024

Highlighted filing

2021

Assets$2,263,866
Liabilities$0
Net Assets$2,263,866
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2020: $54,173Expenses 2020: $412,711Net Income 2020: -$358,5382020Revenue 2021: $124,364Expenses 2021: $96,227Net Income 2021: $28,1372021Revenue 2022: $145,447Expenses 2022: $295,395Net Income 2022: -$149,9482022Revenue 2023: $32,475Expenses 2023: $250,221Net Income 2023: -$217,7462023Revenue 2024: $21,717Expenses 2024: $224,815Net Income 2024: -$203,0982024

Highlighted filing

2021

Revenue$124,364
Expenses$96,227
Net Income$28,137
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Gross Receipts
$541,288
Mission and Program Overview

Mission

To provide support of the following four classes of charitable organizations: 1) community foundations that support community projects, education, cultural and artistic programs; 2) organizations that support family and children's issues such as hunger, abuse, education and housing; 3) organizations supporting medical research and health care; and 4) catholic organizations including churches and missionary orders.

To provide support to charitable organizations that support educational & cultural programs; family issues; medical research & healthcare; and catholic organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,128,728$2,263,866▲ $135,138
Investments in Publicly Traded Securities$1,965,991$1,965,064▼ $927
Cash and Non-Interest-Bearing Accounts$47,336$246,058▲ $198,722
Savings and Temporary Cash Investments$115,401$52,744▼ $62,657
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,128,728$2,263,866▲ $135,138
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,128,728$2,263,866▲ $135,138
Total Liabilities and Net Assets / Fund Balance$2,128,728$2,263,866▲ $135,138
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jack SchoellermanDirector,pres., Chairman
Shelley HossDirector, CFO
Vivian ClecakDirector, Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$124,364
Other Revenue
$0
Change in Net Assets
$28,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,010
Other Expenses$23,217
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,010--$73,010
Fees for Service Investment Mgmnt Fees-$18,776-$18,776
Other Expenses-$4,441-$4,441
Total Functional Expenses$73,010$23,217$0$96,227
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uci Foundation Gavin Herbert Eye InstituteIrvine, CA-General Support$25,000
USA for UnhcrWashington, DC-General Support$15,000
GIGI'S PLAYHOUSEHoffman Estates, IL-General Support$11,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Schoellerman Foundation
EIN
33-0844075
In Care Of
% JACK SCHOELLERMAN
Address
2845 CASSIA STREET, NEWPORT, CA 92660

Signing Officer

Name
Jack Schoellerman
Title
President
Phone
9496408790
Signed
2022-05-04

Organization Details

Principal Officer
Jack Schoellerman
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Robert B Grant CPA
Address
2101 E Coast Highway Suite 200, Corona del Mar, CA 92625
Supplemental Narrative

Additional Explanations

Part XI - Reconciliation of Net Assets

“Other change in net assets or fund balances is due to changes in unrealized gain/(loss) on securities of ($151,889), and cost basis reporting adjustments of $258,890.”

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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02022-05-05T13:42:20-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,263,866
Liabilities
$0
Net assets
$2,263,866
Revenue
$124,364
Expenses
$96,227
Net income
$28,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.02$0.22$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.03$0.25$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.15$0.30$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.12$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.05$0.41$0.36