Civic Intelligence

The Martha and Joseph Schrodt Family Foundation

990PF • Fiscal year 2020 • EIN 36-4443304

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

1124 W Weaver RdForsyth, IL 62535-9011

(217) 429-4325

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-263%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-8.8%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,845,995

Down $273,048 (-8.8%) from 2019

Net Assets

Down

$2,845,995

Down $273,048 (-8.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$103,605

Down $1,115,460 (-92%) from 2019

Expenses

Up

$375,895

Up $168,543 (+81%) from 2019

Net Income

Down

-$272,290

Down $1,284,003 (-127%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $1,631,809Liabilities 2010: $0Net Assets 2010: $1,631,8092010Assets 2011: $1,650,830Liabilities 2011: $0Net Assets 2011: $1,650,8302011Assets 2012: $1,649,094Liabilities 2012: $0Net Assets 2012: $1,649,0942012Assets 2013: $1,706,001Liabilities 2013: $0Net Assets 2013: $1,706,0012013Assets 2014: $1,817,937Liabilities 2014: $0Net Assets 2014: $1,817,9372014Assets 2015: $1,836,932Liabilities 2015: $0Net Assets 2015: $1,836,9322015Assets 2016: $1,878,053Liabilities 2016: $0Net Assets 2016: $1,878,0532016Assets 2017: $1,997,890Liabilities 2017: $0Net Assets 2017: $1,997,8902017Assets 2018: $2,105,500Liabilities 2018: $0Net Assets 2018: $2,105,5002018Assets 2019: $3,119,043Liabilities 2019: $0Net Assets 2019: $3,119,0432019Assets 2020: $2,845,995Liabilities 2020: $0Net Assets 2020: $2,845,9952020Assets 2021: $2,840,297Liabilities 2021: $0Net Assets 2021: $2,840,2972021Assets 2022: $3,850,420Liabilities 2022: $0Net Assets 2022: $3,850,4202022Assets 2023: $12,967,436Liabilities 2023: $0Net Assets 2023: $12,967,4362023Assets 2024: $13,515,698Liabilities 2024: $0Net Assets 2024: $13,515,6982024

Highlighted filing

2020

Assets$2,845,995
Liabilities$0
Net Assets$2,845,995

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $59,7452010Expenses 2011: $60,3572011Expenses 2012: $64,2632012Revenue 2013: $120,693Expenses 2013: $63,786Net Income 2013: $56,9072013Revenue 2014: $186,579Expenses 2014: $74,643Net Income 2014: $111,9362014Revenue 2015: $179,640Expenses 2015: $160,645Net Income 2015: $18,9952015Revenue 2016: $167,379Expenses 2016: $126,263Net Income 2016: $41,1162016Revenue 2017: $251,789Expenses 2017: $193,048Net Income 2017: $58,7412017Revenue 2018: $1,046,403Expenses 2018: $927,217Net Income 2018: $119,1862018Revenue 2019: $1,219,065Expenses 2019: $207,352Net Income 2019: $1,011,7132019Revenue 2020: $103,605Expenses 2020: $375,895Net Income 2020: -$272,2902020Revenue 2021: $362,693Expenses 2021: $368,391Net Income 2021: -$5,6982021Revenue 2022: $1,134,874Expenses 2022: $123,195Net Income 2022: $1,011,6792022Revenue 2023: $9,386,663Expenses 2023: $269,647Net Income 2023: $9,117,0162023Revenue 2024: $1,237,603Expenses 2024: $768,154Net Income 2024: $469,4492024

Highlighted filing

2020

Revenue$103,605
Expenses$375,895
Net Income-$272,290
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERLE JOSEPH SCHRODTPresident-$0--
KEITH JOSEPH SCHRODTDirector-$0--
TERESA JANE PUSKEDRAVP/Secy/Treasur-$0--
DAVID IVAN SCHRODTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONNONPRODECATUR, IL, US$330,000
Paid Grant-CHARITABLENONPRODECATUR, IL, US$10,000
Paid Grant-CHARITABLENONPROCHICAGO, IL, US$10,000
Paid Grant-EDUCATIONNONPRODECATUR, IL, US$10,000
Paid Grant-EDUCATIONNONPROSULLIVAN, IL, US$2,000
Paid Grant-EDUCATIONNONPROWARRENSBURG, IL, US$2,000
Paid Grant-CHARITABLENONPROSPRINGFIELD, IL, US$1,000
Filing and Contact Details

Filer

Filer Name
Martha & Joseph Schrodt
EIN
36-4443304
Phone
2174294325
Address
1124 W WEAVER RD, FORSYTH, IL 62535-9011

Signing Officer

Name
Joseph Schrodt
Title
President
Phone
2174294325
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
132 S WATER STREET SUITE 300, DECATUR, IL 62523
Preparer
Lori a Massutti
Phone
2174236000
Raw XML AppendixShowing 400 of 412 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/14 IN THE AMOUNT OF $24,148
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FRIENDS OF ST MARYS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JUVENILE DIABETES RESEARCH FDN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4RICHLAND COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SULLIVAN EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6WARRENSBURG-LATHAM EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02300 N EDWARD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 19431
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211 S LASALLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31184 WEST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4ONE COLLEGE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5725 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6430 WEST NORTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DECATUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DECATUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DECATUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SULLIVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WARRENSBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062526
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162794
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd362522
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd462521
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd561951
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd662573
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0365000
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/AppliedToCurrentYearAmt0192098
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0721910
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0929317
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0175377
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0721910
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0175377
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0929317
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0753940
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0758
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL MEETING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01386
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1600
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt16434
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH SCHRODT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02174294325
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTHA & JOSEPH SCHRODT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0364443304
ReturnHeader/Filer/PhoneNum02174294325
ReturnHeader/Filer/USAddress/AddressLine1Txt01124 W WEAVER RD
ReturnHeader/Filer/USAddress/CityNm0FORSYTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0625359011
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 S WATER STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.24$0.77$0.47
2023Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$9.39$0.27$9.12
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$1.13$0.12$1.01
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.36$0.37$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.10$0.38$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$1.22$0.21$1.01
2018Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.05$0.93$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.25$0.19$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.17$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.18$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.19$0.07$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12$0.06$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.06