Civic Intelligence

Schultz Fam Foundation Charitable Tr

990PF • Fiscal year 2017 • EIN 39-6768876

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

88%

Faster asset growth than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1152%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$101,674

Up $47,492 (+88%) from 2016

Net Assets

Up

$101,674

Up $47,492 (+88%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$59,387

Up $54,645 (+1152%) from 2016

Expenses

Down

$11,895

Down $5,618 (-32%) from 2016

Net Income

Up

$47,492

Up $60,263 (+472%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2017

Assets$101,674
Liabilities$0
Net Assets$101,674
Open 2017 Filing

Operations Trend

Revenue Growth99th 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

2017

Revenue$59,387
Expenses$11,895
Net Income$47,492
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

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
2018-05-10
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 Appendix355 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/NetInvestmentIncomeAmt01850
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03706
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022463
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt054551
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt075859
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt077014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP WITH COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP WITH COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO HELP WITH COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP WITH COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO HELP WITH COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ENCOMPASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PHI DELTA THETA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HARRY CHAPIN FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHARITY
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/RecipientRelationshipTxt4NO SPECIFIC RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01300 BELLEVUE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12 SOUTH CAMPUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2126 ALUMNI FOUNDATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33760 FOWLER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREEN BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MANKATO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1450561801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd256001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09650
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/AppliedToCurrentYearAmt03706
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0119245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0109088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0111150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0111150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0272267
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05944
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0119245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0109088
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05944
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0383417
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0377473
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/TotalContributionsAmt052790
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRANSACTION COSTS, LOADS AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0395
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0395
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09208663050
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/AtSubmissionCreationDeviceId065EFCDE8B311C332682DF9ABF2317EDE8F4291F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E2FDFD8539EB39660F612433B86BE2DD8D0B9E96
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.55.242.200
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:02:52
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/ReturnTs02018-05-14T11:05:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,674
Liabilities
$0
Net assets
$101,674
Revenue
$59,387
Expenses
$11,895
Net income
$47,492
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
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.59$0.12$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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