Civic Intelligence

Norman C Schultz Foundation

EIN 43-1310425 • Indian Wells, CA

Pub. 78 Eligible
74215 Desert Rose LaneIndian Wells, CA 92210
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-9.4%

Higher net margin than 26% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

72%

Faster revenue growth than 86% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,442,044

Down $18,662 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,476,509

Up $15,803 (+1.1%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin26th percentile

Revenue

Up

$163,086

Up $15,257 (+10%) from 2023

Expenses

Down

$147,283

Down $14,478 (-9.0%) from 2023

Net Income

Up

$15,803

Up $29,735 (+213%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,296,474Liabilities 2011: $02011Assets 2012: $2,214,880Liabilities 2012: $02012Assets 2013: $2,061,038Liabilities 2013: $02013Assets 2014: $1,918,559Liabilities 2014: $02014Assets 2015: $1,890,976Liabilities 2015: $02015Assets 2016: $1,802,005Liabilities 2016: $0Net Assets 2016: $1,802,0052016Assets 2017: $1,710,005Liabilities 2017: $0Net Assets 2017: $1,710,0052017Assets 2018: $1,641,599Liabilities 2018: $0Net Assets 2018: $1,641,5992018Assets 2019: $1,529,333Liabilities 2019: $0Net Assets 2019: $1,529,3332019Assets 2020: $1,632,418Liabilities 2020: $0Net Assets 2020: $1,632,4182020Assets 2021: $1,558,775Liabilities 2021: $0Net Assets 2021: $1,558,7752021Assets 2022: $1,474,638Liabilities 2022: $0Net Assets 2022: $1,474,6382022Assets 2023: $1,460,706Liabilities 2023: $0Net Assets 2023: $1,460,7062023Assets 2024: $1,442,044Liabilities 2024: $0Net Assets 2024: $1,476,5092024

Highlighted filing

2024

Assets$1,442,044
Liabilities$0
Net Assets$1,476,509
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$200K$0-$200KRevenue 2011: $141,190Expenses 2011: $244,717Net Income 2011: -$103,5272011Revenue 2012: $150,493Expenses 2012: $232,087Net Income 2012: -$81,5942012Revenue 2013: $162,251Expenses 2013: $316,093Net Income 2013: -$153,8422013Revenue 2014: $128,756Expenses 2014: $271,235Net Income 2014: -$142,4792014Revenue 2015: $122,767Expenses 2015: $150,350Net Income 2015: -$27,5832015Revenue 2016: $110,846Expenses 2016: $179,942Net Income 2016: -$69,0962016Revenue 2017: $116,151Expenses 2017: $208,151Net Income 2017: -$92,0002017Revenue 2018: $117,112Expenses 2018: $185,518Net Income 2018: -$68,4062018Revenue 2019: $111,176Expenses 2019: $200,311Net Income 2019: -$89,1352019Revenue 2020: $266,762Expenses 2020: $149,174Net Income 2020: $117,5882020Revenue 2021: $106,649Expenses 2021: $180,292Net Income 2021: -$73,6432021Revenue 2022: $85,843Expenses 2022: $166,301Net Income 2022: -$80,4582022Revenue 2023: $147,829Expenses 2023: $161,761Net Income 2023: -$13,9322023Revenue 2024: $163,086Expenses 2024: $147,283Net Income 2024: $15,8032024

Highlighted filing

2024

Revenue$163,086
Expenses$147,283
Net Income$15,803
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,442,044
Liabilities
$0
Net assets
$1,476,509
Revenue
$163,086
Expenses
$147,283
Net income
$15,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.48$0.16$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.09$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.11$0.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.27$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.20$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.12$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12$0.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.18$0.07
2015Summary only. Only limited summary data is available for this year.$1.89$0.00$0.12$0.15$0.03
2014Summary only. Only limited summary data is available for this year.$1.92$0.00$0.13$0.27$0.14
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$0.16$0.32$0.15
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$0.15$0.23$0.08
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$0.14$0.24$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN C SCHULTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norman C Schultz Foundation
EIN
43-1310425
Phone
4153509890
Address
74215 DESERT ROSE LANE, INDIAN WELLS, CA 92210

Signing Officer

Name
Norman C Schultz
Title
Trustee
Phone
4153509890
Signed
2025-03-12
Discuss with paid preparer
Yes

Preparer

Firm
ABEL KRIEGER & WILMETH CPA'S
Address
73-350 EL PASEO SUITE 201, PALM DESERT, CA 92260
Preparer
Robert D Wilmeth Jr
Phone
7603467413
Raw XML Appendix339 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/BusinessNameLine1Txt4ST LUKE'S WOOD RIVER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SUN VALLEY MUSIC FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SUN VALLEY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7TEMPLE B'NAI JEHUDAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8UCLA HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1292
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111511 STATE LINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26500 WILSHIRE BLVD 1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt313601 W MCMILLAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4100 HOSPITAL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 1914
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 656
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt712310 NALL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81250 16TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOISE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SUN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SUN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd083340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd164114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd383713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd483340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd583353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd683353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd766209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd890404
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt098250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt078845
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt058882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0105000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0157300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0157300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0307132
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043967
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0105000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0122812
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043967
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0464432
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0420465
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0NORMAN SCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt074215 DESERT ROSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0INDIAN WELLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0922107376
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE AND COMPUTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRUSTEE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISC ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05562
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt213500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05563
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt213500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt227000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3-17
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01052
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VANGUARD NON DIVIDEND DISTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01052
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01052
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0FORM RRF-1
TaxesSchedule/TaxesDetail/CategoryTxt1IRS ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN C SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04153509890
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN C SCHULTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0431310425
ReturnHeader/Filer/PhoneNum04153509890
ReturnHeader/Filer/USAddress/AddressLine1Txt074215 DESERT ROSE LANE
ReturnHeader/Filer/USAddress/CityNm0INDIAN WELLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208213206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABEL KRIEGER & WILMETH CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt073-350 EL PASEO SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM DESERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07603467413
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D WILMETH JR
ReturnHeader/ReturnTs02025-03-20T11:57:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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