Civic Intelligence

Schultz Family Private Foundation

990PF • Fiscal year 2015 • EIN 36-3690681

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 03, 2016

Organization Profile
604 Walnut AveLake Bluff, IL 60044

(847) 604-9010

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

36th percentile

-2.7%

Higher net margin than 36% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

3rd percentile

-85%

Faster asset growth than 3% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$512

Down $2,827 (-85%) from 2014

Net Assets

Down

$512

Down $2,827 (-85%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin36th percentile

Revenue

Up

$106,500

Up $11,500 (+12%) from 2014

Expenses

Up

$109,327

Up $12,277 (+13%) from 2014

Net Income

Down

-$2,827

Down $777 (-38%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$200K$150K$100K$50K$0Assets 2012: $7,559Liabilities 2012: $0Net Assets 2012: $7,5592012Assets 2013: $5,389Liabilities 2013: $0Net Assets 2013: $5,3892013Assets 2014: $3,339Liabilities 2014: $0Net Assets 2014: $3,3392014Assets 2015: $512Liabilities 2015: $0Net Assets 2015: $5122015Assets 2016: $6,201Liabilities 2016: $0Net Assets 2016: $6,2012016Assets 2017: $979Liabilities 2017: $0Net Assets 2017: $9792017Assets 2018: $17Liabilities 2018: $0Net Assets 2018: $172018Assets 2019: $424Liabilities 2019: $0Net Assets 2019: $4242019Assets 2020: $188,092Liabilities 2020: $0Net Assets 2020: $188,0922020Assets 2021: $94,222Liabilities 2021: $0Net Assets 2021: $94,2222021Assets 2022: $1,533Liabilities 2022: $0Net Assets 2022: $1,5332022Assets 2023: $76,130Liabilities 2023: $0Net Assets 2023: $76,1302023Assets 2024: $25,139Liabilities 2024: $0Net Assets 2024: $25,1392024

Highlighted filing

2015

Assets$512
Liabilities$0
Net Assets$512
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2012: $113,4212012Revenue 2013: $120,000Expenses 2013: $121,700Net Income 2013: -$1,7002013Revenue 2014: $95,000Expenses 2014: $97,050Net Income 2014: -$2,0502014Revenue 2015: $106,500Expenses 2015: $109,327Net Income 2015: -$2,8272015Revenue 2016: $123,000Expenses 2016: $117,311Net Income 2016: $5,6892016Revenue 2017: $121,000Expenses 2017: $126,222Net Income 2017: -$5,2222017Revenue 2018: $129,500Expenses 2018: $130,462Net Income 2018: -$9622018Revenue 2019: $143,500Expenses 2019: $143,093Net Income 2019: $4072019Revenue 2020: $624,500Expenses 2020: $436,832Net Income 2020: $187,6682020Revenue 2021: $120,000Expenses 2021: $213,870Net Income 2021: -$93,8702021Revenue 2022: $120,000Expenses 2022: $212,689Net Income 2022: -$92,6892022Revenue 2023: $420,000Expenses 2023: $345,403Net Income 2023: $74,5972023Revenue 2024: $370,000Expenses 2024: $420,991Net Income 2024: -$50,9912024

Highlighted filing

2015

Revenue$106,500
Expenses$109,327
Net Income-$2,827
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 3, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD SCHULTZPres/Treas-$0--
BARBARA SCHULTZVice Pres-$0--
Filing and Contact Details

Filer

Filer Name
Schultz Family Private Foundation
EIN
36-3690681
Phone
8476049010
Address
604 WALNUT AVE, LAKE BLUFF, IL 60044

Signing Officer

Name
President
Title
President
Phone
8476049010
Signed
2016-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Brian W Schmidt
Phone
3175802000
Raw XML Appendix332 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/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LUTHERAN SCHOOL OF THEOLOGY AT CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST JAMES LUTHERAN CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21380 N WAUKEGAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 96246
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320090
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104056
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/AppliedToCurrentYearAmt050
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt096362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0120894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0113009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0119791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt072036
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt072036
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0554062
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0104006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt096362
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0120894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0113009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0119791
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0104056
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0104006
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0626098
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0522092
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICROMETL CORPORATION
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1GERALD AND BARBARA SCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03035 NORTH SHADELAND AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1699 BLUFF ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0INDIANAPOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LAKE BLUFF
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046226
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160044
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt090000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt116500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICES CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1126
TaxesSchedule/TaxesDetail/Amt0115
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08476049010
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHULTZ FAMILY PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0363690681
ReturnHeader/Filer/PhoneNum08476049010
ReturnHeader/Filer/USAddress/AddressLine1Txt0604 WALNUT AVE
ReturnHeader/Filer/USAddress/CityNm0LAKE BLUFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462400857
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN W SCHMIDT
ReturnHeader/ReturnTs02016-07-06T15:04:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$512
Liabilities
$0
Net assets
$512
Revenue
$106,500
Expenses
$109,327
Net income
-$2,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$3.70$4.21$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$4.20$3.45$0.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$1.20$2.13$0.93
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.20$2.14$0.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$6.25$4.37$1.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.44$1.43$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.30$1.30$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$1.21$1.26$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.23$1.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.07$1.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.95$0.97$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.20$1.22$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.13