Civic Intelligence

The Schulze Family Foundation

EIN 41-1859038 • Bloomington, MN

8102 Highwood Drive Apt B126Bloomington, MN 55438
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $460,584 (-100%) from 2015

Liabilities

Down

$0

Down $2,775 (-100%) from 2015

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $21,081 (-100%) from 2015

Expenses

Down

$14,996

Down $27,379 (-65%) from 2015

Net Income

Up

-$14,996

Up $6,298 (+30%) from 2015

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $864,598Liabilities 2011: $1,4002011Assets 2012: $718,594Liabilities 2012: $2,8752012Assets 2013: $519,283Liabilities 2013: $2,8752013Assets 2014: $481,978Liabilities 2014: $2,8752014Assets 2015: $460,584Liabilities 2015: $2,7752015Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $42,078Expenses 2011: $73,849Net Income 2011: -$31,7712011Revenue 2012: $25,021Expenses 2012: $172,500Net Income 2012: -$147,4792012Revenue 2013: $142,651Expenses 2013: $341,962Net Income 2013: -$199,3112013Revenue 2014: $20,048Expenses 2014: $57,353Net Income 2014: -$37,3052014Revenue 2015: $21,081Expenses 2015: $42,375Net Income 2015: -$21,2942015Revenue 2020: $0Expenses 2020: $14,996Net Income 2020: -$14,9962020

Highlighted filing

2020

Revenue$0
Expenses$14,996
Net Income-$14,996
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$14,996
Net income
-$14,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.15$0.15
2015Summary only. Only limited summary data is available for this year.$4.61$0.03$0.21$0.42$0.21
2014Summary only. Only limited summary data is available for this year.$4.82$0.03$0.20$0.57$0.37
2013Summary only. Only limited summary data is available for this year.$5.19$0.03$1.43$3.42$1.99
2012Summary only. Only limited summary data is available for this year.$7.19$0.03$0.25$1.73$1.47
2011Summary only. Only limited summary data is available for this year.$8.65$0.01$0.42$0.74$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Sep 19, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR SCHULZE JRPresident-$0--
JOAN SCHULZEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Schulze Family Foundation
EIN
41-1859038
Phone
9529298014
Address
8102 HIGHWOOD DRIVE APT B126, BLOOMINGTON, MN 55438

Signing Officer

Name
Susan Clark
Title
Principal
Phone
6123764500
Signed
2021-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Anne Toohey
Phone
6123764500
Raw XML Appendix270 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/UndistributedIncomeGrp/TotalCorpusAmt0755374
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0740776
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION COMPLETED THE PROCESS OF DISTRIBUTING ITS ASSETS AND DISSOLVING; AND DURING THE CURRENT FISCAL YEAR DISTRIBUTED ALL OF ITS ASSETS IN THE FORM OF CASH TO PUBLIC CHARITIES.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum06123764500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHULZE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0411859038
ReturnHeader/Filer/PhoneNum09529298014
ReturnHeader/Filer/USAddress/AddressLine1Txt08102 HIGHWOOD DRIVE APT B126
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055438
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 S 6TH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE TOOHEY
ReturnHeader/ReturnTs02021-09-23T12:54:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

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