Civic Intelligence

The Marillyn M and Robert W Schlutz Family Foundation

990PF • Fiscal year 2017 • EIN 42-6609543

Dec 01, 2016 to Nov 30, 2017 • Filed on Feb 14, 2019

Organization Profile
260 Colonels Dr PO Box 66Columbus Junction, IA 52738

(319) 728-2201

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

89th percentile

42%

Higher net margin than 89% 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

53rd percentile

2.4%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$149,658

Up $3,474 (+2.4%) from 2016

Net Assets

Up

$149,658

Up $3,474 (+2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Down

$8,346

Down $4,762 (-36%) from 2016

Expenses

Down

$4,872

Down $20,122 (-81%) from 2016

Net Income

Up

$3,474

Up $15,360 (+129%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $198,378Liabilities 2011: $0Net Assets 2011: $198,3782011Assets 2012: $192,051Liabilities 2012: $02012Assets 2013: $186,698Liabilities 2013: $0Net Assets 2013: $186,6982013Assets 2014: $172,676Liabilities 2014: $0Net Assets 2014: $172,6762014Assets 2015: $158,070Liabilities 2015: $0Net Assets 2015: $158,0702015Assets 2016: $146,184Liabilities 2016: $0Net Assets 2016: $146,1842016Assets 2017: $149,658Liabilities 2017: $0Net Assets 2017: $149,6582017Assets 2018: $103,438Liabilities 2018: $0Net Assets 2018: $103,4382018Assets 2019: $105,473Liabilities 2019: $0Net Assets 2019: $105,4732019Assets 2020: $100,253Liabilities 2020: $0Net Assets 2020: $100,2532020Assets 2021: $99,121Liabilities 2021: $0Net Assets 2021: $99,1212021Assets 2022: $100,494Liabilities 2022: $0Net Assets 2022: $100,4942022Assets 2023: $120,643Liabilities 2023: $0Net Assets 2023: $120,6432023Assets 2024: $86,213Liabilities 2024: $0Net Assets 2024: $86,2132024

Highlighted filing

2017

Assets$149,658
Liabilities$0
Net Assets$149,658
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50KExpenses 2011: $14,4752011Revenue 2012: $1,549Expenses 2012: $7,876Net Income 2012: -$6,3272012Expenses 2013: $7,8272013Revenue 2014: -$6,176Expenses 2014: $7,846Net Income 2014: -$14,0222014Revenue 2015: $2,783Expenses 2015: $17,389Net Income 2015: -$14,6062015Revenue 2016: $13,108Expenses 2016: $24,994Net Income 2016: -$11,8862016Revenue 2017: $8,346Expenses 2017: $4,872Net Income 2017: $3,4742017Revenue 2018: $3,291Expenses 2018: $49,511Net Income 2018: -$46,2202018Revenue 2019: $3,904Expenses 2019: $1,869Net Income 2019: $2,0352019Revenue 2020: $20,368Expenses 2020: $25,588Net Income 2020: -$5,2202020Revenue 2021: $37,244Expenses 2021: $38,376Net Income 2021: -$1,1322021Revenue 2022: $44,510Expenses 2022: $43,137Net Income 2022: $1,3732022Revenue 2023: $55,433Expenses 2023: $35,284Net Income 2023: $20,1492023Revenue 2024: $6,035Expenses 2024: $40,465Net Income 2024: -$34,4302024

Highlighted filing

2017

Revenue$8,346
Expenses$4,872
Net Income$3,474
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 14, 2019
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILLYN M SCHLUTZDirector-$0--
HOWARD O HAGENDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Marillyn M & Robert W Schlutz
EIN
42-6609543
Phone
3197282201
Address
260 COLONELS DR PO BOX 66, COLUMBUS JUNCTION, IA 52738

Signing Officer

Name
Robert W Schlutz
Title
President
Signed
2019-02-14
Discuss with paid preparer
Yes

Preparer

Firm
LattaHarris LLP
Address
116 West Main, Washington, IA 52353
Preparer
Mark F Penningroth
Phone
3196536684
Raw XML Appendix255 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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W SCHLUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARILLYN M & ROBERT W SCHLUTZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0426609543
ReturnHeader/Filer/PhoneNum03197282201
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 COLONELS DR PO BOX 66
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS JUNCTION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052738
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LattaHarris LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 West Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052353
ReturnHeader/PreparerPersonGrp/PhoneNum03196536684
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK F PENNINGROTH
ReturnHeader/ReturnTs02019-02-14T08:55:52-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$149,658
Liabilities
$0
Net assets
$149,658
Revenue
$8,346
Expenses
$4,872
Net income
$3,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.40$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.55$0.35$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.45$0.43$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.37$0.38$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.20$0.26$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.50$0.46
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.13$0.25$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.03$0.17$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.06$0.08$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08
2012Summary only. Only limited summary data is available for this year.$1.92$0.00$0.02$0.08$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.14