Schroeder Foundation

990PF • Fiscal year 2023 • EIN 36-6192962

Dec 01, 2022 to Nov 30, 2023 • Filed on Apr 08, 2024

Organization Profile

765 North Sheridan RoadLake Forest, IL 60045

(847) 234-6554

Siviq Scores

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

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

0.32x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

-19%

Higher net margin than 22% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

16%

Faster asset growth than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

-58%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets47th percentile

Assets

$4,469,717

Up $612,531 (+16%) from 2022

Net Assets

$4,407,515

Up $603,622 (+16%) from 2022

Liabilities

$62,202

Up $8,909 (+17%) from 2022

Revenue And Expenses

Liabilities / Revenue77th percentile Net Margin22nd percentile

Revenue

Down

$194,940

Down $268,277 (-58%) from 2022

Expenses

$232,378

Up $5,860 (+2.6%) from 2022

Net Income

Down

-$37,438

Down $274,137 (-116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

Highlighted filing

2023

Assets$4,469,717

Liabilities$62,202

Net Assets$4,407,515

Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

Highlighted filing

2023

Revenue$194,940

Expenses$232,378

Net Income-$37,438

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2022 to Nov 30, 2023
Signed: Apr 8, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Elizabeth S Hough	President	-	$0	-	-
Charles E Schroeder	Vice President	-	$0	-	-
Charles E Schroeder Jr	Treasurer	-	$0	-	-
Timothy C Schroeder	Vice President	-	$0	-	-
Elizabeth R Schroeder	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Schroeder Foundation
EIN: 36-6192962
Phone: 8472346554
Address: 765 North Sheridan Road, Lake Forest, IL 60045

Signing Officer

Name: Elizabeth S Hough
Title: President
Signed: 2024-04-08
Discuss with paid preparer: Yes

Preparer

Firm: Dam Snell & Taveirne Ltd
Address: 1512 Artaius Pky Suite 100, Libertyville, IL 60048
Preparer: Sharon Pekar
Phone: 8473674448

Raw XML Appendix287 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.

Path	#	Value
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-37438
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	2863
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	2863
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	132766
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	192593
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	6729
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	232378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	194940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	194940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	2302
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	11378
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	199346
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	199346
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	2677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	86
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	2677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	2677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	2677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	2763
IRS990PF/FMVAssetsEOYAmt	0	4469717
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	10942
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	3803893
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	4407515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	3707317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	4348244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	4348244
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	53293
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	51260
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	3857186
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	53293
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	62202
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	3857186
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IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	4101995
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	154129
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	3947866
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	61530
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	4101995
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	4	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Elizabeth S Hough
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Charles E Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Charles E Schroeder Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Timothy C Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	Elizabeth R Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	765 North Sheridan Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	765 North Sheridan Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	765 North Sheridan Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	4	765 North Sheridan Road
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	4	IL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	4	60045
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	223302
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	60045
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Elizabeth S Hough
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8472346554
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Charles E Schroeder
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	199000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General operating support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Northwestern University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Various others
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1201 Davis Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	See attached details
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	See attached details
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	221000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	199346
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	199346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	30838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	16165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	61629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	6242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	20178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	20178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	138830
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	23956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	30838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	16165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	61629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6242
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	223302
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	23956
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	159008
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	135052
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Tax Preparation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2302
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	46
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	2301
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	46
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	4603
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	53292
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	1	1
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Deferred Taxes
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	1	Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	51260
TaxesSchedule/TaxesDetail/Amt	0	88
TaxesSchedule/TaxesDetail/Amt	1	6641
TaxesSchedule/TaxesDetail/CategoryTxt	0	Canadian Tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Net Investment Income Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Elizabeth S Hough
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Schroeder Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SCHR
ReturnHeader/Filer/EIN	0	366192962
ReturnHeader/Filer/PhoneNum	0	8472346554
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	765 North Sheridan Road
ReturnHeader/Filer/USAddress/CityNm	0	Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60045
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	363286666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Dam Snell & Taveirne Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1512 Artaius Pky Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Libertyville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60048
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8473674448
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Sharon Pekar
ReturnHeader/ReturnTs	0	2024-04-09T11:07:19-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Elizabeth S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Hough
ReturnHeader/TaxPeriodBeginDt	0	2022-12-01
ReturnHeader/TaxPeriodEndDt	0	2023-11-30
ReturnHeader/TaxYr	0	2022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,469,717
Liabilities: $62,202
Net assets: $4,407,515
Revenue: $194,940
Expenses: $232,378
Net income: -$37,438

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$5.41	$0.05	$5.36	$0.67	$0.32	$0.34
2023Detailed filing. Detailed filing data is available for this year.	$4.47	$0.06	$4.41	$0.19	$0.23	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$3.86	$0.05	$3.80	$0.46	$0.23	$0.24
2021Detailed filing. Detailed filing data is available for this year.	$4.63	$0.05	$4.58	$0.36	$0.23	$0.13