Civic Intelligence

Schafer Educational Trust

990PF • Fiscal year 2019 • EIN 42-6572738

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 11, 2020

Organization Profile
PO Box 722Auburn, AL 36831-0722

(334) 887-9609

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$58,321

Up $11,714 (+25%) from 2018

Net Assets

Up

$58,321

Up $11,714 (+25%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$1,909

Up $262 (+16%) from 2018

Expenses

Down

$175

Down $200 (-53%) from 2018

Net Income

Up

$1,734

Up $462 (+36%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$100K$50K$0Assets 2011: $45,505Liabilities 2011: $02011Assets 2012: $45,477Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $43,592Liabilities 2013: $02013Assets 2014: $43,997Liabilities 2014: $02014Assets 2015: $44,340Liabilities 2015: $0Net Assets 2015: $44,3402015Assets 2016: $49,079Liabilities 2016: $0Net Assets 2016: $49,0792016Assets 2018: $46,607Liabilities 2018: $0Net Assets 2018: $46,6072018Assets 2019: $58,321Liabilities 2019: $0Net Assets 2019: $58,3212019Assets 2020: $58,375Liabilities 2020: $0Net Assets 2020: $58,3752020Assets 2021: $59,945Liabilities 2021: $0Net Assets 2021: $59,9452021Assets 2022: $70,081Liabilities 2022: $0Net Assets 2022: $70,0812022Assets 2023: $74,867Liabilities 2023: $0Net Assets 2023: $74,8672023Assets 2024: $80,181Liabilities 2024: $0Net Assets 2024: $80,1812024

Highlighted filing

2019

Assets$58,321
Liabilities$0
Net Assets$58,321
Open 2019 Filing

Operations Trend

Revenue Growth70th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $1,048Expenses 2011: $4,284Net Income 2011: -$3,2362011Expenses 2012: $1502012Revenue 2013: $1,103Expenses 2013: $1,650Net Income 2013: -$5472013Revenue 2014: $1,155Expenses 2014: $1,650Net Income 2014: -$4952014Revenue 2015: $1,236Expenses 2015: $2,150Net Income 2015: -$9142015Revenue 2016: $1,306Expenses 2016: $2,325Net Income 2016: -$1,0192016Revenue 2018: $1,647Expenses 2018: $375Net Income 2018: $1,2722018Revenue 2019: $1,909Expenses 2019: $175Net Income 2019: $1,7342019Revenue 2020: $1,105Expenses 2020: $200Net Income 2020: $9052020Revenue 2021: $1,250Expenses 2021: $500Net Income 2021: $7502021Revenue 2022: $2,178Expenses 2022: $2,675Net Income 2022: -$4972022Revenue 2023: $2,083Expenses 2023: $2,175Net Income 2023: -$922023Revenue 2024: $2,334Expenses 2024: $2,025Net Income 2024: $3092024

Highlighted filing

2019

Revenue$1,909
Expenses$175
Net Income$1,734
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca MatthewsTrustee-$0--
Laurie ThompsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schafer Educational Trust
EIN
42-6572738
Phone
3348879609
Address
PO Box 722, Auburn, AL 36831-0722

Signing Officer

Name
Robert L Schafer
Title
trustee.
Phone
3348879609
Signed
2020-09-11

Preparer

Firm
Phillips & Phillips Cpas
Address
PO BOX 722, AUBURN, AL 36831-0722
Preparer
M Stewart Phillips
Phone
3348879609
Raw XML Appendix259 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Morgan Stanley investment services
ReturnHeader/BuildTS02022-02-16 14:24:37Z
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0368310722
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09F8528F9990CA0AC1A3772816F4AC5EF051ABB2A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09F8528F9990CA0AC1A3772816F4AC5EF051ABB2A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.209.228.93
ReturnHeader/FilingSecurityInformation/IPDt02020-09-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:53:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIPS & PHILLIPS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 722
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0368310722
ReturnHeader/PreparerPersonGrp/PhoneNum03348879609
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Stewart Phillips
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-24T13:53:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,321
Liabilities
$0
Net assets
$58,321
Revenue
$1,909
Expenses
$175
Net income
$1,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.2$0.00$80.2$2.33$2.03$0.31
2023Detailed filing. Detailed filing data is available for this year.$74.9$0.00$74.9$2.08$2.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$2.18$2.68$0.50
2021Detailed filing. Detailed filing data is available for this year.$59.9$0.00$59.9$1.25$0.50$0.75
2020Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$1.11$0.20$0.91
2019Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$1.91$0.18$1.73
2018Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$1.65$0.38$1.27
2016Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$1.31$2.33$1.02
2015Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$1.24$2.15$0.91
2014Summary only. Only limited summary data is available for this year.$44.0$0.00$1.16$1.65$0.50
2013Summary only. Only limited summary data is available for this year.$43.6$0.00$1.10$1.65$0.55
2012Detailed filing. Detailed filing data is available for this year.$45.5$0.00$0.00$0.15
2011Summary only. Only limited summary data is available for this year.$45.5$0.00$1.05$4.28$3.24