Civic Intelligence

Schoellerman Foundation

990 • Fiscal year 2022 • EIN 33-0844075

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

4th percentile

-103%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

6th percentile

-24%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,719,300

Down $544,566 (-24%) from 2021

Net Assets

Down

$1,719,300

Down $544,566 (-24%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Up

$145,447

Up $21,083 (+17%) from 2021

Expenses

Up

$295,395

Up $199,168 (+207%) from 2021

Net Income

Down

-$149,948

Down $178,085 (-633%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$1,719,300
Liabilities$0
Net Assets$1,719,300
Open 2022 Filing

Operations Trend

Revenue Growth64th 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

2022

Revenue$145,447
Expenses$295,395
Net Income-$149,948
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$1,483,302
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$2,263,866$1,719,300▼ $544,566
Investments in Publicly Traded Securities$1,965,064$1,657,195▼ $307,869
Cash and Non-Interest-Bearing Accounts$246,058$53,053▼ $193,005
Savings and Temporary Cash Investments$52,744$9,052▼ $43,692
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$2,263,866$1,719,300▼ $544,566
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$2,263,866$1,719,300▼ $544,566
Total Liabilities and Net Assets / Fund Balance$2,263,866$1,719,300▼ $544,566
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
$145,447
Other Revenue
$0
Change in Net Assets
$-149,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$277,000
Other Expenses$18,395
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$277,000--$277,000
Fees for Service Investment Mgmnt Fees-$12,146-$12,146
Other Expenses-$6,249-$6,249
Total Functional Expenses$277,000$18,395$0$295,395
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maryknoll Fathers and BrothersMaryknoll, NY-General Support$50,000
Maryknoll SistersMaryknoll, NY-General Support$50,000
Uci Foundation Gavin Herbert Eye InstituteIrvine, CA-General Support$40,000
Human Options IncIrvine, CA-General Support$31,000
Jesuit Refugee ServiceusaWashington, DC-General Support$30,000
Doctors Without Borders USAHagerstown, MD-General Support$20,000
USA for UnhcrWashington, DC-General Support$15,000
Orange County Community FoundationNewport Beach, CA-General Support$10,000
Our Lady Queen of Angels ChurchNewport Beach, CA-General Support$6,000
The Wooden FloorSanta Ana, CA-General Support$6,000
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
2023-05-09

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 ($482,106), and cost basis reporting adjustments of $87,488.”

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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATIONS
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt131000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt56000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt740000
IRS990ScheduleI/RecipientTable/CashGrantAmt86000
IRS990ScheduleI/RecipientTable/CashGrantAmt950000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DOCTORS WITHOUT BORDERS USA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HUMAN OPTIONS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JESUIT REFUGEE SERVICEUSA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MARYKNOLL SISTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ORANGE COUNTY COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5OUR LADY QUEEN OF ANGELS CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6USA FOR UNHCR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7UCI FOUNDATION GAVIN HERBERT EYE INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8THE WOODEN FLOOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9MARYKNOLL FATHERS AND BROTHERS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 5030
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 53745
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21627 K STREET NW SUITE 1100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 311
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44041 MACARTHUR BLVD STE 510
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52046 MAR VISTA DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61310 L ST NW SUITE 450
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7850 HEALTH SCIENCES ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81810 NORTH MAIN STREET
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0HAGERSTOWN
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IRS990ScheduleI/RecipientTable/USAddress/CityNm5NEWPORT BEACH
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd220006
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd892706
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd9105450302
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Y Y
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2- NONE OTHER PERSONAL KNOWLEDGE
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER CHANGE IN NET ASSETS OR FUND BALANCES IS DUE TO CHANGES IN UNREALIZED GAIN/(LOSS) ON SECURITIES OF ($482,106), AND COST BASIS REPORTING ADJUSTMENTS OF $87,488.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI - RECONCILIATION OF NET ASSETS
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02263866
IRS990/TotalAssetsEOYAmt01719300
IRS990/TotalAssetsGrp/BOYAmt02263866
IRS990/TotalAssetsGrp/EOYAmt01719300
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0277000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0295395

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,719,300
Liabilities
$0
Net assets
$1,719,300
Revenue
$145,447
Expenses
$295,395
Net income
-$149,948
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