Civic Intelligence

Schultz Fam Foundation Charitable Tr

990PF • Fiscal year 2016 • EIN 39-6768876

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
14561 Old Hickory BlvdFort Myers, FL 33912

(920) 866-3050

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

4th percentile

-269%

Higher net margin than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$54,182

Down $11,648 (-18%) from 2015

Net Assets

Down

$54,182

Down $11,648 (-18%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Down

$4,742

Down $25,324 (-84%) from 2015

Expenses

Down

$17,513

Down $11,242 (-39%) from 2015

Net Income

Down

-$12,771

Down $14,082 (-1074%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$400K$300K$200K$100K$0Assets 2011: $230,683Liabilities 2011: $0Net Assets 2011: $230,6832011Assets 2012: $138,985Liabilities 2012: $12012Assets 2013: $114,744Liabilities 2013: $1Net Assets 2013: $114,7442013Assets 2014: $64,802Liabilities 2014: $02014Assets 2015: $65,830Liabilities 2015: $1Net Assets 2015: $65,8302015Assets 2016: $54,182Liabilities 2016: $0Net Assets 2016: $54,1822016Assets 2017: $101,674Liabilities 2017: $0Net Assets 2017: $101,6742017Assets 2018: $101,153Liabilities 2018: $0Net Assets 2018: $101,1532018Assets 2019: $92,108Liabilities 2019: $1Net Assets 2019: $92,1082019Assets 2020: $224,473Liabilities 2020: $1Net Assets 2020: $224,4732020Assets 2021: $202,045Liabilities 2021: $1Net Assets 2021: $202,0452021Assets 2022: $346,323Liabilities 2022: $1Net Assets 2022: $346,3232022Assets 2023: $252,299Liabilities 2023: $12023

Highlighted filing

2016

Assets$54,182
Liabilities$0
Net Assets$54,182
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100KExpenses 2011: $64,5632011Revenue 2012: $30,323Expenses 2012: $121,851Net Income 2012: -$91,5282012Revenue 2013: $89,404Expenses 2013: $114,540Net Income 2013: -$25,1362013Revenue 2014: $73,793Expenses 2014: $123,735Net Income 2014: -$49,9422014Revenue 2015: $30,066Expenses 2015: $28,755Net Income 2015: $1,3112015Revenue 2016: $4,742Expenses 2016: $17,513Net Income 2016: -$12,7712016Revenue 2017: $59,387Expenses 2017: $11,895Net Income 2017: $47,4922017Revenue 2018: $18,299Expenses 2018: $18,717Net Income 2018: -$4182018Revenue 2019: $24,469Expenses 2019: $30,783Net Income 2019: -$6,3142019Revenue 2020: $152,094Expenses 2020: $19,729Net Income 2020: $132,3652020Revenue 2021: $9,410Expenses 2021: $31,838Net Income 2021: -$22,4282021Revenue 2022: $186,941Expenses 2022: $42,663Net Income 2022: $144,2782022Revenue 2023: $12,323Expenses 2023: $41,784Net Income 2023: -$29,4612023

Highlighted filing

2016

Revenue$4,742
Expenses$17,513
Net Income-$12,771
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED SCHULTZTrustee-$0--
PAULA SCHULTZTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Schultz Family Foundation
EIN
39-6768876
Phone
9208663050
Address
14561 OLD HICKORY BLVD, FORT MYERS, FL 33912

Signing Officer

Name
Frederick Schultz
Title
Trustee
Phone
9208663050
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
2360 DUCK CREEK PARKWAY, GREEN BAY, WI 54303-3300
Preparer
Jay Kramer
Phone
9203369850
Raw XML Appendix341 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PHI DELTA THETA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNION CHURCH UNITED CHURCH OF CHRIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DAVIDS REFUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO SPECIFIC RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NO SPECIFIC RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NO SPECIFIC RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NO SPECIFIC RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01300 BELLEVUE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12 SOUTH CAMPUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2916 MADISON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38195 CAZENOVIA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREEN BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREEN BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MANLIUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1450561801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017100
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/AppliedToCurrentYearAmt04426
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0119245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0109088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0111150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt052510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0377473
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0119245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0109088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0111150
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012674
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0429983
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0417309
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FRED AND PAULA SCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06003 SUNSET SHORES ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LUXEMBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd054217
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011448
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRANSACTION COSTS, LOADS AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0413
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0413
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01123
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISCELLANEOUS ITEMS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09208663050
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHULTZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0396768876
ReturnHeader/Filer/PhoneNum09208663050
ReturnHeader/Filer/USAddress/AddressLine1Txt014561 OLD HICKORY BLVD
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033912
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03393312D361D216EC1B2C85EACB599FEFBDE01A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DCF4C8A73C4E54FDF13844358ECDBAA7AB7FBAED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.179.106.126
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:08:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02360 DUCK CREEK PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0543033300
ReturnHeader/PreparerPersonGrp/PhoneNum09203369850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY KRAMER
ReturnHeader/ReturnTs02017-11-15T13:21:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,182
Liabilities
$0
Net assets
$54,182
Revenue
$4,742
Expenses
$17,513
Net income
-$12,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$0.12$0.42$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.87$0.43$1.44
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.09$0.32$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$1.52$0.20$1.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.24$0.31$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.18$0.19$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.59$0.12$0.47
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.05$0.18$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.30$0.29$0.01
2014Summary only. Only limited summary data is available for this year.$0.65$0.00$0.74$1.24$0.50
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.15$0.00$1.15$0.89$1.15$0.25
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.30$1.22$0.92
2011Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.65